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Illinois Tool Works (ITW)
NYSE:ITW
US Market
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Illinois Tool Works (ITW) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Jan 29, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
2.69
Last Year’s EPS
2.54
Same Quarter Last Year
Moderate Sell
Based on 9 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 24, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call highlighted ITW's ability to deliver strong financial results in a challenging demand environment, with significant successes in its automotive and welding segments. However, the company continues to face challenges in certain segments, such as construction and polymers & fluids, which experienced revenue declines.
Company Guidance
In the third quarter of 2025, ITW provided updated guidance for the full year, highlighting a strong operational and financial performance despite a challenging demand environment. The company achieved a 3% increase in revenue, with organic growth at 1%, and favorable foreign currency translation contributing 2%. Notably, ITW's GAAP EPS was $2.81, and operating income grew by 6% to reach $1.1 billion, with a 90 basis point improvement in operating margin to 27.4%. The ITW team effectively managed controllable factors, with enterprise initiatives contributing 140 basis points to operating margins. ITW also announced its 62nd consecutive dividend increase of 7% and repurchased over $1.1 billion in shares year-to-date. Looking ahead, ITW narrowed its EPS guidance range to $10.40-$10.50 for the full year, reflecting confidence in leveraging the company's strong business model and diversified portfolio, despite projecting organic growth towards the lower end of its 0%-2% guidance.
Revenue Growth and Strong Financial Performance
ITW reported a 3% increase in revenue for Q3 2025 excluding a 1% reduction due to strategic product line simplification. Organic growth was 1%, with a 2% contribution from favorable foreign currency translation. Operating income grew by 6% to $1.1 billion, and operating margin improved by 90 basis points to 27.4%.
Automotive OEM Segment Success
The automotive OEM segment reported a 7% increase in revenue and 5% organic growth. The segment saw a 240 basis point improvement in operating margin to 21.8%. China experienced a 10% revenue growth, driven by market share gains in the EV market.
Welding Segment Performance
The Welding segment achieved 3% organic growth with equipment sales up 6% and consumables down 2%. The segment's operating margin improved by 30 basis points to 32.6%.
Dividend Increase and Share Repurchases
ITW announced its 62nd consecutive dividend increase, raising it by 7%. The company has repurchased over $1.1 billion of its outstanding shares year-to-date.

Illinois Tool Works (ITW) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

ITW Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Jan 29, 2026
2025 (Q4)
2.69 / -
2.54
Oct 24, 2025
2025 (Q3)
2.75 / 2.81
3.91-28.13% (-1.10)
Jul 30, 2025
2025 (Q2)
2.56 / 2.58
2.541.57% (+0.04)
Apr 30, 2025
2025 (Q1)
2.34 / 2.38
2.73-12.82% (-0.35)
Feb 05, 2025
2024 (Q4)
2.49 / 2.54
2.386.72% (+0.16)
Oct 30, 2024
2024 (Q3)
2.52 / 3.91
2.5553.33% (+1.36)
Jul 30, 2024
2024 (Q2)
2.47 / 2.54
2.482.42% (+0.06)
Apr 30, 2024
2024 (Q1)
2.36 / 2.73
2.3317.17% (+0.40)
Feb 01, 2024
2023 (Q4)
2.41 / 2.38
2.95-19.32% (-0.57)
Oct 24, 2023
2023 (Q3)
2.47 / 2.55
2.358.51% (+0.20)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

ITW Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 24, 2025
$257.44$245.75-4.54%
Jul 30, 2025
$257.90$252.11-2.25%
Apr 30, 2025
$238.81$236.99-0.76%
Feb 05, 2025
$250.05$249.62-0.17%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Illinois Tool Works (ITW) report earnings?
Illinois Tool Works (ITW) is schdueled to report earning on Jan 29, 2026, Before Open (Confirmed).
    What is Illinois Tool Works (ITW) earnings time?
    Illinois Tool Works (ITW) earnings time is at Jan 29, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is ITW EPS forecast?
          ITW EPS forecast for the fiscal quarter 2025 (Q4) is 2.69.
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