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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Illinois Tool Works (ITW) is 7/10.
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.
Scored from Illinois Tool Works’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $3.93B | -1.3% | $2.54 | +6.7% | 26.2% | 19.1% | $996M |
| FY2025 Q1 | $3.84B | -3.4% | $2.38 | -12.8% | 24.8% | 18.2% | $496M |
| FY2025 Q2 | $4.05B | +0.6% | $2.58 | +1.6% | 26.4% | 18.6% | $449M |
| FY2025 Q3 | $4.06B | +2.3% | $2.81 | -28.1% | 27.4% | 20.2% | $904M |
| FY2025 Q4 | $4.09B | +4.1% | $2.72 | +7.1% | 26.5% | 19.3% | $858M |
| FY2026 Q1 | $4.02B | +4.6% | $2.66 | +11.8% | 25.4% | 19.1% | $528M |
| FY2026 Q2 | $4.30B | +6.1% | $2.84 | +10.1% | 26.7% | 18.9% | $0 |