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Dec 31, 2025
ITW Q4 2025 Earnings Report
ITW delivered solid fourth-quarter results with revenue growth and margin expansion.
Key Takeaways
Illinois Tool Works reported Q4 2025 revenue growth and higher earnings, driven by disciplined execution, enterprise initiatives, and strong segment performance.
Revenue increased year over year with positive organic growth
Operating margin expanded to a record quarterly level
GAAP EPS grew year over year
Strong free cash flow generation and continued share repurchases
Revenue by Segment
Forward Guidance
For 2026, ITW expects continued revenue growth, margin expansion, and higher earnings supported by enterprise initiatives.
Positive Outlook
- Expected revenue growth of 2% to 4%
- Organic growth projected at 1% to 3%
- Operating margin expansion of approximately 100 bps
- Enterprise initiatives contributing to margin gains
- Continued strong free cash flow generation
Challenges Ahead
- Macroeconomic uncertainty
- Foreign currency volatility
- Potential demand softness in certain end markets
- Inflationary cost pressures
- Tariff and geopolitical risks
Historical Earnings Impact
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Avg. Return Before/After Earnings
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