Illinois Tool Works reported third quarter 2026 revenue of $4.24 billion and a 7 percent increase in GAAP earnings per share to $3.00. Driven by strong operational execution and a record operating income of $1.18 billion, the company raised its full year 2026 GAAP EPS guidance by $0.05 at the midpoint to a narrowed range of $11.45 to $11.55.
Revenue reached $4.24 billion in the third quarter of 2026, representing a 4 percent increase year-over-year.
GAAP EPS grew 7 percent to $3.00, accompanied by a record operating income of $1.18 billion.
Full year 2026 GAAP EPS guidance was raised by $0.05 at the midpoint to a range of $11.45 to $11.55 per share.
The company repurchased $187 million of its own shares and raised its dividend 7 percent during the quarter.
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From Illinois Tool Works's 10-Q and 10-K filings (SEC XBRL). YoY compares each quarter with the same quarter a year earlier; it is blank when the year-ago figure is missing or negative.
Annual results
Fiscal year
Revenue
Growth
EPS (diluted)
Growth
Net margin
FY2025
$16.04B
+0.9%
$10.49
-10.4%
19.1%
FY2024
$15.90B
-1.3%
$11.71
+20.2%
21.9%
FY2023
$16.11B
+1.1%
$9.74
-0.3%
18.4%
FY2022
$15.93B
+10.2%
$9.77
+14.8%
19.0%
FY2021
$14.46B
+15.0%
$8.51
+28.4%
18.6%
Frequently asked questions
When is Illinois Tool Works's next earnings date?
Illinois Tool Works has not announced a report date within the next three weeks. US companies usually report three to six weeks after each quarter ends; this page updates as soon as the date is on the calendar.
What did Illinois Tool Works earn last quarter?
For the quarter ended Sep 2026, Illinois Tool Works reported diluted EPS of $3.00 (+6.8% year over year) on revenue of $4.24B (+4.4%).
Where do these numbers come from?
Reported revenue, net income and EPS come from the company's own 10-Q and 10-K filings with the SEC (XBRL data). The report date and consensus estimate come from the Nasdaq earnings calendar.
Not investment advice. Figures can be restated by the company in later filings.