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ITW · Illinois Tool Works Inc

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$287.52 +0.77 (+0.27%) At close · Nov 13
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$81.71B
Shares
284.20M
Volume · Nov 13 870.83K Avg daily vol (3M) 1.28M

Price & Indicators

Drag to pan · scroll to zoom
Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$287.52 Open$288.16 Day$286.24–289.50 52W close$241.07–299.60 Avg vol 30d1.3M Short int8.5M · 3.0% of shares · 5.8d Short vol67% Last earningsOct 27, 2026 DataJan 2020–Nov 2026 Filing10-Q · Oct 28

Up next

Next earnings call
Feb 2, 2027 Est · unconfirmed · in 11 wks
Q3 2026 earnings call transcript
call held Oct 27, 2026
Play latest call

Latest documents

2026
Oct 28
Quarterly report 10-Q FY2026 Q3, ended Sep 30
Quarterly report for FY2026 Q3

Illinois Tool Works Inc. reported third-quarter operating revenue of $4,236 million and operating income of $1,177 million, up 4.4% and 5.9%; nine-month operating revenue was $12,553 million, operating income was $3,344 million, and diluted EPS was $8.49.

Revenue $4.24B ▲ 4.4% Net income $855M ▲ 4.1% Diluted EPS $3.00 ▲ 6.8%
Read from the MD&A section
Oct 27
Earnings call
Q3 2026 earnings call

ITW reported 4% organic growth, 27.8% operating margin and GAAP EPS of $3, up 7%. It raised full-year GAAP EPS guidance by $0.05 to $11.45 to $11.55, with a $11.50 midpoint.

Oct 27
Current report 8-K
Financial results

Illinois Tool Works Inc. reported Third Quarter 2026 revenue of $4.24 billion, increased +4%, record operating income of $1.18 billion, increased +6%, operating margin of 27.8%, and GAAP EPS of $3.00; full-year GAAP EPS guidance was raised to $11.45 to $11.55 per share.

Aug 13
Current report 8-K Events of Aug 11
Other events AI summary on its way
Aug 6
Quarterly report 10-Q FY2026 Q2, ended Jun 30
Quarterly report for FY2026 Q2 AI summary on its way
Revenue $4.3B ▲ 6.1% Net income $815M ▲ 7.9% Diluted EPS $2.84 ▲ 10.1%
All documents

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$16.65B
Trailing 12 months
Net income (TTM)
$3.23B
Trailing 12 months
Revenue growth YoY
+4.4%
Year over year
Operating margin
26.6%
Trailing 12 months
P / E (TTM)
25.6
Trailing earnings · reciprocal yield 3.9%
FCF yield
3.5%
TTM · current market cap
Return on invested capital
29.1%
Trailing 12 months
Net cash
−$8.56B
Latest balance sheet
Dividend yield
2.3%
Trailing 12 months
Shares change YoY
-2.2%
Year over year · fewer shares
Price change (1Y)
+17.2%
Trailing year
Short interest
3.0%
Latest settlement · 5.8 days to cover
View all 125 metrics

Quarterly results

Revenue Net income Net loss
▼1.3% $3.93B $750.00M '24 Q4* ▼3.4% $3.84B $700.00M '25 Q1 ▲0.6% $4.05B $755.00M '25 Q2 ▲2.3% $4.06B $821.00M '25 Q3 ▲4.1% $4.09B $790.00M '25 Q4* ▲4.6% $4.02B $768.00M '26 Q1 ▲6.1% $4.30B $815.00M '26 Q2 LATEST ▲4.4% $4.24B $855.00M '26 Q3

* Q4 derived as the full year minus Q1 to Q3.

AI Brief

Q3 FY26 earnings call · Oct 27, 2026
Q3 FY26

TL;DR. ITW reported Q3 revenue growth of 4.4% and organic growth of 3.8%, record operating income of $1.18 billion, operating-margin expansion of 40 bps to 27.8%, and GAAP EPS growth of 6.8% to $3.00; it raised full-year revenue and EPS guidance. Automotive OEM, Construction Products, and Specialty Products posted organic revenue declines, the Welding tornado reduced revenue by an estimated $40 million, the tax rate increased, and institutional Food Equipment demand in North America remained soft while Europe was flat and China declined.

Bullish
  • + Full-year GAAP EPS guidance was raised $0.05 at the midpoint to $11.45-$11.55, revenue growth guidance was raised to 4.5%-5.5%, and organic growth guidance was reaffirmed at 3%-4%.
  • + Test & Measurement and Electronics, Welding, and Polymers & Fluids delivered organic growth of 16%, 7%, and 8%, respectively.
  • + Third-quarter free cash flow was $851 million, equal to 100% of net income; the company repurchased $187 million of shares and raised its dividend 7%.
  • + Customer-Back Innovation is expected to exceed 3% of full-year revenue growth and is the largest catalyst for sustained organic growth of 4% or higher.
  • + Welding order growth remained ahead of revenue, and the company expects welding to return to strong growth in the fourth quarter with momentum continuing into 2027.
Bearish
  • − Specialty Products organic revenue declined 1% and operating margin fell 90 bps.
  • − July tornado damage reduced Q3 Welding revenue by an estimated $40 million, although the associated operating-income loss was largely offset by insurance.
  • − The effective tax rate increased to 24.4% from 21.8%, creating an approximately $0.10 per-share headwind.

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Buy Momentum Very Strong Sentiment Neutral Fundamentals Strong Quant / Vol Low
Market backdrop VIX 19.3 · elevated Equity put/call 0.63
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +6%
above
Price vs 50-day avg +5%
above
RSI (14) 58
neutral
MACD trend Positive
52-week position 79%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Strong
1-month return +6%
trailing
6-month return +15%
trailing
YTD return +17%
this year
Relative strength +14%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $273 › 200d $272 — 50d above 200d
Institutional flow Accumulating
1,847 of 1,992 funds reported for Sep 30 · net +1.2M sh shares · +106 new
Insider flow Distributing
Net -$29.5M over 90 days · 100% sells
Short interest Rising
3.01% of shares out · ▲ +3.1% MoM · 5.8 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
1,992 holders — near 3-yr high, broad support
Squeeze score 66
elevated · 0–100
Fundamentals
Strong
Revenue growth +3%
Y/Y
EPS growth −10%
Y/Y
Free cash flow $2.7B
Valuation P/E 25.6
below peers
Buyback $865.0M
remaining
Balance sheet $8.1B
net debt
Quant / Vol
risk profile
Low
Volatility 22%
annualized · 1-yr
Max drawdown −18%
past year
ATR 2.2%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Beat or met 6 of last 6
Latest guidance · from the Earnings Call filed Jul 28, 2026
Organic growth · full year 2026 Raised 3% – 4%
Apr 30, 2026 1% – 3% changed to Jul 28, 2026 3% – 4%
GAAP EPS · full year 2026 Raised $11.35 – $11.55
Apr 30, 2026 $11.10 – $11.50 changed to Jul 28, 2026 $11.35 – $11.55
prior FY $10.49 midpoint +9.2% Y/Y
Operating margin · full year 2026 Maintained 26.5% – 27.5%
Apr 30, 2026 26.5% – 27.5% changed to Jul 28, 2026 26.5% – 27.5%
Effective tax rate · full year 2026 Maintained 23% – 24%
Apr 30, 2026 23% – 24% changed to Jul 28, 2026 23% – 24%
Share repurchases · full year 2026 Maintained $1.5B
Apr 30, 2026 $1.5B changed to Jul 28, 2026 $1.5B
Previous outlook earlier release · from the Earnings Call filed Apr 30, 2026

Still-open targets the latest release did not restate under the same label.

Total revenue growth · full year 2026 2% – 4%
Guided vs delivered · last 6 settled
GAAP EPS full year 2025
guided $10.40 – $10.50
$10.49 In line
Full year GAAP EPS full year 2024
guided $10.30 – $10.40
$11.71 Beat +13.1%
Full year GAAP EPS full year 2023
guided $9.65 – $9.85
$9.74 In line
GAAP EPS full-year 2022
guided $9.45 – $9.55
$9.77 Beat +2.8%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Buy
0 · 4 · 3
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+6% Bullish
Price vs 50-day avg
+5% Bullish
RSI (14)
58 Neutral
MACD trend
Positive Bullish
52-week position
79% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $273 › 200d $272 — 50d above 200d
Institutional flow Accumulating
1,847 of 1,992 funds reported for Sep 30 · net +1.2M sh shares · +106 new
Insider flow Distributing
Net -$29.5M over 90 days · 100% sells
Short interest Rising
3.01% of shares out · ▲ +3.1% MoM · 5.8 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
1,992 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $241 Now $288 · 79% Range high $300
vs 200-day avg +6% vs 50-day avg +5%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings
Metric Latest Period YoY
After-tax return on average invested capital non-GAAP 29.7% Three Months Ended June 30, 2026 filing —
Free cash flow non-GAAP $631M Three Months Ended June 30, 2026 filing —

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Specialty Industrial Machinery — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
ITW
Illinois Tool Works Inc
this stock
$81.71B +16.7% +3.2% 25.6 3.0%
GEV
GE Vernova Inc.
 $212.57B +22.9% +9.0% 21.1 2.8%
ETN
Eaton Corp plc
 $137.13B +10.8% +10.3% 35.3 1.8%
SMERY
Siemens Energy AG
 $123.80B — — — 0.0%
PH
Parker-Hannifin Corp
 $120.51B +8.7% +18.9% 32.8 1.2%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
2,024
% held
86.4%
Reported
1,847 of 1,992
Top holder
Briar Hall Management LLC
Held Float
View
Held by Funds
Fund positions
801
View
Short & Settlement
Short Interest Rising
Shares short
8.5M
Days to cover
5.8d
Change
+254.9K sh
View
Short Volume
Short vol %
67%
As of
Nov 13, 2026
Short Total
View
Fails to Deliver
FTD shares
10
Value
$2.7K
As of
Oct 13, 2026
View
Off-Exchange
Off-exchange %
53.9%
Week of
Oct 5, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$29.5M
Buyers / Sellers
0 / 1
Buyers Sellers
View
Congressional Trades Sell
Member
Kevin Hern
Amount
$15.0K–$50.0K
Traded
Sep 9, 2026
View
Financials
Financials
Revenue (FY)
$16.0B
EPS diluted
$10.49
View
Buybacks
Authorized
$5.0B
Remaining
$865.0M
Spent Remaining
View
Filings
SEC Filings
Latest
10-Q
Filed
Oct 28, 2026
This year
16

Illinois Tool Works Inc. reported third-quarter operating revenue of $4,236 million and operating income of $1,177 million, up 4.4% and 5.9%; nine-month operating revenue was $12,553 million, operating income was $3,344 million, and diluted EPS was $8.49.

View
Proposed Sales
Value
$17.6M
Shares
60.0K
Filed
Nov 4, 2026
View
Earnings & Events
Webcasts
Last webcast
Oct 27, 2026
View
Investor Relations
Latest news
ITW Board of Directors Declares Q…
Published
Oct 30, 2026
View

Performance

5D 20D 120D MTD YTD
ITW +2.3% +5.6% +14.8% +3.2% +16.7%
SPY +2.6% -1.2% +0.5% -0.2% +10.6%
vs SPY -0.3% +6.8% +14.3% +3.4% +6.1%

Capital returns

Latest dividend
$1.72 / share · ex Sep 30, 2026
Declared · upcoming
$1.72 / share · ex Dec 31, 2026
Raised 6.8%
Paid (TTM)
$6.55 / share · 4 payouts
Dividend yield (TTM, derived)
2.28%
Full dividend history
Buyback program · as of Jun 30, 2026
Authorized
$5.00B
Spent (derived)
$4.13B
Remaining
$865.00M
Spent Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 49826 CUSIP 452308109 13F (30d) 1623 filings 1520 filers Visit website Investor relations