Overview
Multi-industrial manufacturer's Q4 revenue slightly beat analyst expectations
Q4 EPS beat analyst expectations
Company repurchased $375 mln of its own shares in Q4
Outlook
ITW projects 2026 revenue growth of 2% to 4%
Company expects 2026 GAAP EPS of $11.00 to $11.40
ITW sees 2026 operating margin expansion of 100 bps
Result Drivers
FOREIGN CURRENCY - Foreign currency translation increased Q4 revenue by 2.5%
ENTERPRISE INITIATIVES - Enterprise initiatives contributed 140 bps to Q4 operating margin expansion
CUSTOMER-BACK INNOVATION - Customer-Back Innovation contributed 2.4% to 2025 revenue growth
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Slight Beat* | $4.09 bln | $4.07 bln (15 Analysts) |
Q4 EPS | Beat | $2.72 | $2.68 (16 Analysts) |
Q4 Net Income | $790 mln | ||
Q4 Organic Growth | 1.30% |
*Applies to a deviation of less than 1%; not applicable for per-share numbers.
Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 11 "hold" and 6 "sell" or "strong sell"
The average consensus recommendation for the consumer goods conglomerates peer group is "buy."
Wall Street's median 12-month price target for Illinois Tool Works Inc is $265.00, about 0.3% above its February 2 closing price of $264.21
The stock recently traded at 23 times the next 12-month earnings vs. a P/E of 22 three months ago
Press Release: ID:nGNX72sKSN
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)