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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Julian Mitchell | Barclays | 12 | 17% |
| Tami Zakaria | JPMorgan | 11 | 9% |
| Steve Volkmann | Jefferies | 10 | 0% |
| Andy Kaplowitz | Citigroup | 10 | 10% |
| Joe O'Dea | Wells Fargo | 10 | 0% |
| Jamie Cook | Truist Securities | 9 | 22% |
| Joe Ritchie | Goldman Sachs | 5 | 0% |
| Mig Dobre | Robert W. Baird | 4 | 50% |
| Sabrina Abrams | Bank of America | 4 | 0% |
| Nigel Coe | Wolfe Research | 4 | 0% |
| 10 |
| 0% |
| Wells Fargo | 1 | 10 | 0% |
| Truist Securities | 1 | 9 | 22% |
| Bank of America | 3 | 8 | 13% |
| UBS | 2 | 7 | 14% |
Illinois Tool Works delivered Q1 2026 revenue growth of 4.6% with GAAP EPS of $2.66, up 12%, as operating margin improved 60 basis points to 25.4% with enterprise initiatives contributing 120 basis points. FY2026 EPS guidance was raised $0.10 to $11.10-$11.50 representing 8% growth at midpoint, primarily on a lower tax rate. CAPEX segments drove top-line strength while food equipment faced institutional demand weakness, and semiconductor recovery was gaining momentum. Consumer-facing end markets remained challenged while the customer-back innovation pipeline continued strengthening.
Demand | Revenue Growth | Margin | Innovation & R&D | Guidance Reliability | Pricing | Trade Tariffs | Competitive Dynamics | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 7 | 8 | 3 | 2 | 2 | 3 | 4 |
| 2025Q1 | 4 | 3 | 2 | 1 | 3 | 7 | 6 | 1 |
| 2025Q2 | 5 | 6 | 6 | 3 | 3 | 2 | 1 | 2 |
| 2025Q3 | 6 | 7 | 4 | 4 | 6 | 2 | 3 | 2 |
| 2025Q4 | 6 | 4 | 4 | 4 | 2 | 1 | 2 | |
| 2026Q1 | 5 | 3 | 3 | 2 | 1 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 6 | 4 | 5 | 6 | 6 | 5 |
| Revenue Growth | 7 | 3 | 6 | 7 | 4 | 3 |
| Margin | 8 | 2 | 6 | 4 | 4 | 3 |
| Innovation & R&D | 3 | 1 | 3 | 4 | 4 | 2 |
| Guidance Reliability | 2 | 3 | 3 | 6 | 2 | |
| Pricing | 2 | 7 | 2 | 2 | 1 | 1 |
| Trade Tariffs | 3 | 6 | 1 | 3 | 1 | |
| Competitive Dynamics | 4 | 1 | 2 | 2 | 2 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ITW Illinois Tool Works | 7 | +4.6% | |
| AME Ametek | 8 | +11.3% | |
| AOS A. O. Smith | 1 | -1.9% | |
| CMI Cummins | 7 | +2.7% | |
| DOV Dover Corporation | 7 | +10.1% | |
| EMR Emerson Electric | 6 | +2.9% | |
| ETN Eaton Corporation | 8 | +16.8% | |
| GNRC Generac | 9 | +12.4% | |
| HWM Howmet Aerospace | 9 | +19.1% | |
| IEX IDEX Corporation | 8 | +8.9% | |
| IR Ingersoll Rand | 5 | +7.6% | |
| NDSN Nordson Corporation | 9 | +8.5% | |
| OTIS Otis Worldwide | 4 | +6.5% | |
| PH Parker Hannifin | 8 | +10.6% | |
| PNR Pentair | 6 | +2.6% | |
| ROK Rockwell Automation | 9 | +11.8% | |
| ROP Roper Technologies | 8 | +11.3% | |
| XYL Xylem Inc. | 5 | +2.7% |