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Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Tami Zakaria | JPMorgan | 13 (8%) |
| Julian Mitchell | Barclays | 12 (17%) |
| Andy Kaplowitz | Citigroup | 12 (8%) |
| Steve Volkmann | Jefferies | 12 (0%) |
| Jamie Cook | Truist Securities | 11 (36%) |
| Joe O'Dea | Wells Fargo | 10 (0%) |
| Joe Ritchie | Goldman Sachs | 7 (14%) |
| Steve Fisher | UBS | 6 (33%) |
| Scott Davis | Melius Research | 6 (17%) |
| Mig Dobre | Robert W. Baird | 4 (50%) |
| 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% |
| Truist Securities | 1 | 11 (36%) |
| Bank of America | 3 | 10 (10%) |
| Wells Fargo | 1 | 10 (0%) |
| UBS | 2 | 9 (22%) |
| $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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
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 | +8.8% | |
| 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% |