ITW
ILLINOIS TOOL WORKS INC
NYSE · Industrials · Industrial - Machinery · US
$269.42
+0.71%Research · Sep 3, 2026
[ITW] Illinois Tool Works Thesis 2026: Margin Excellence Continues Through Decentralized Model
Illinois Tool Works FY25 (Dec 31, 2025) at $16.04B revenue (+1%). NI $3.07B; EPS $10.49. Q4 segment margin 27.7% (+120bp incl 140bp enterprise initiatives). Auto OEM margin 21.1% (+150bp). FY26 guide revenue +2-4% / organic +1-3% / GAAP EPS $11-$11.20 / op margin +100bp to 26.5-27.5% / $1.5B buyback.