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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“obviously, MTS was one that we did -- we -- that's the criteria we use to evaluate and to acquire MTS, and it's proved to be a really great acquisition for us on that basis.”
ITW cites its acquisition of MTS as a successful example of its disciplined M&A criteria, reinforcing confidence in future selective deal-making.
“going back to the MTS example of an opportunity that really ticked all the boxes for us and know, although, you know, in two years in here, we are this is turning into a home run for us.”
Management cites a past acquisition, MTS, as a model deal that met all of ITW's acquisition criteria and has become a strong long-term success.
| Analyst | Firm | Questions (Challenge)Percentage 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%) |
| Joe O'Dea | Wells Fargo | 10 (0%) |
| Andy Kaplowitz | Citigroup | 10 (10%) |
| Steve Volkmann | Jefferies | 10 (0%) |
| Jamie Cook | Truist Securities | 9 (22%) |
| Joe Ritchie | Goldman Sachs | 5 (0%) |
| Scott Davis | Melius Research | 4 (25%) |
| Nigel Coe | Wolfe Research | 4 (0%) |
| Steve Fisher | UBS | 4 (25%) |
| Wells Fargo | 1 | 10 (0%) |
| Truist Securities | 1 | 9 (22%) |
| Bank of America | 3 | 8 (13%) |
| UBS | 2 | 7 (14%) |
Illinois Tool Works closed FY2025 with Q4 organic growth of 1.3%, the best quality performance of the year, and a record Q4 operating margin of 27.7% with 120 basis points of expansion. GAAP EPS grew 7% to $2.72, and CBI reached 2.4% with patent filings up 9% year-over-year. Management introduced FY2026 guidance of $11.00-$11.20 EPS representing 7% growth, with organic growth of 1-3% and 100 basis points of projected margin expansion. Automotive OEM was up 6% and semi-related businesses grew mid-single digits in Test & Measurement.
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% |