ITW's revenue growth appears to have recovered from -3.4% in 2025Q1 to 4.4% in 2026Q3, while gross margin expanded 220 basis points to 45.1%, suggesting the 80/20 operating model continues to support peer-leading profitability with operating margin at 27.8%.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth swung from -3.4% in 2025Q1 to 4.4% in 2026Q3 with gross margin reaching 45.1% and operating margin at 27.8%, though the EPS miss of $2.84 versus $2.95 consensus in 2026Q2 suggests bottom-line delivery may lag operational performance.
ITW reported higher sales and increased earnings per share in Q4 2025, with full-year revenue reaching $16.04 billion.
The company provided 2026 guidance expecting modest revenue growth and higher GAAP EPS, indicating confidence in future performance.
ITW completed a $3.01 billion buyback, demonstrating commitment to returning capital to shareholders.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 27, 2026 | $3.04+2.4% vs $2.97 | $4.2B-0.5% vs $4.3B |
Q3 2026 Jul 28, 2026 | $2.84+1.8% vs $2.79 | $4.3B+2.7% vs $4.2B |
Q2 2026 Apr 30, 2026 | $2.66+3.5% vs $2.57 | $4.0B+0.2% vs $4.0B |
Q1 2026 Feb 3, 2026 | $2.72+1.1% vs $2.69 | $4.1B+0.7% vs $4.1B |
Industrial manufacturers face collapsing orders every time the economy stumbles, yet four companies have kept raising their dividends through every recession on record, and the secrets behind those streaks reveal something counterintuitive about how they are built to survive.
GLENVIEW, Ill., Oct. 30, 2026 (GLOBE NEWSWIRE) -- Illinois Tool Works Inc. (NYSE: ITW) today announced that its Board of Directors has declared a dividend on the company's common stock of $1.72 per share for the fourth quarter of 2026. The dividend is payable on January 15, 2027 to shareholders of record at the close of business on December 31, 2026.
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Benchmark ITW against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Illinois Tool Works Inc. (ITW)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $280.95 | $80.83B | 26.78 | 0.92% | 19.11% | 93.72% | 2.17% | |
| $162.35 | $90.93B | 40.19 | 3% | 13.83% | 12.68% | 1.3% | |
| $341.72 | $132.69B | 32.67 | 10.33% | 12.19% | 19.34% | 1.22% | |
| $220.05 | $69.74B | 14.95 | 7.85% | 22.96% | 33.33% | 4.21% | |
| $375.86 | $41.82B | 49.00 | 0.97% | 13.38% | 32.94% | 1.39% | |
| $917.79 | $115.72B | 107.47 | -71.01% | 16.97% | 25.1% | 0.8% |
Illinois Tool Works Inc. (ITW) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Illinois Tool Works Inc. (ITW) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 27, 2026·SEC
Aug 13, 2026·SEC
Jul 28, 2026·SEC
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Illinois Tool Works Inc. (ITW) stock FAQ — growth, dividends, profitability & financials explained
Illinois Tool Works Inc. (ITW) reported $16.65B in revenue over the trailing twelve months. Revenue was $16.04B in fiscal year 2025. That is 221% more than the $5.00B of fiscal year 1996.
Illinois Tool Works Inc. (ITW) grew revenue by 0.9% in fiscal year 2025, compared with the prior fiscal year.
Yes. Illinois Tool Works Inc. (ITW) earned $3.23B in net income over the trailing twelve months (a 19.4% net margin).
Yes. Illinois Tool Works Inc. (ITW) pays a dividend that yields 2.17% at the current price, a moderate yield.
Illinois Tool Works Inc. (ITW) had a return on equity (ROE) of 93.7% in fiscal year 2025. That is well above the market's typical 10-15%.
Illinois Tool Works Inc. (ITW) generated $2.87B in free cash flow over the trailing twelve months.
