Illinois Tool Works IncNYSE: ITW
Industrials · Industrial Machinery & Supplies & Components
$255.35
-1.03%
Vol: 1.6M
Research Digest
Friday, May 1, 2026
Illinois Tool Works raises FY2026 EPS guidance to $11.10-$11.50; Q1 EPS of $2.66 (+12% YoY).
Illinois Tool Works Q1 2026 strong results: EPS $2.66 (+12%) on revenue $4.02B, beating analyst expectations. Raised FY2026 GAAP EPS guidance by $0.10 to $11.10-$11.50 with projected revenue growth 2-4% and operating margin 26.5-27.5%. Strong order activity in CapEx-related segments with Welding and Test & Measurement +6% organic growth, Electronics +5%. Food Equipment slower institutional demand. All seven segments expected positive organic growth and margin expansion.
Previous Market Intelligence
13 daysApr 30Illinois Tool Works beats Q1 earnings with 4.6% sales growth, 12% EPS growth; raises FY2026 EPS guidance and dividend.Positive▶
Illinois Tool Works reported strong Q1 2026 results on April 30, beating expectations with revenue of $4.02 billion (up 4.6% YoY) and GAAP EPS of $2.66 (3.7% above consensus). Operating margin improved 60 basis points to 25.4% with 120 basis points from enterprise initiatives. Free cash flow conversion reached 69% of net income at $528 million. Management raised full-year GAAP EPS guidance by $0.10 to $11.10-$11.50 with projected revenue growth of 2-4% and operating margin of 26.5-27.5%. Welding and Test & Measurement delivered 6% organic growth; Electronics grew 5%. ITW raised its 2026 dividend by 7%, extending 50+ years of consecutive annual increases.
Apr 16Illinois Tool Works raises dividend 63rd year; Q1 earnings April 30Neutral▶
Illinois Tool Works announced 63rd consecutive annual dividend increase, now $1.61 quarterly (record payout streak). Delivered on April 9, 2026. Q1 2026 earnings due April 30 at 7:00am CDT. Record 26.5% operating margin and company-wide efficiency initiatives drive shareholder returns. Stock down 3.12% on April 15 amid negative analyst sentiment and recent price target cuts (JPMorgan $303 from $327, Wells Fargo $245 from $270, Barclays $250 from $275). 11 analysts rate Hold; $263.45 average target (-2.6% from current).
Apr 15Illinois Tool Works raises Q1 2026 dividend 7% and delivers 63rd consecutive annual increase; earnings webcast set for April 30.Positive▶
Illinois Tool Works increased quarterly dividend to $1.61 per share (+7% YoY), extending a rare 63-year Dividend King streak. 2026 guidance projects 7% earnings growth with EPS range $11.00-11.40. Q1 2026 results will be released April 30. Record 26.5% operating margins reflect strong efficiency, though modest top-line growth remains a concern.
Apr 14Illinois Tool Works delivers 63rd consecutive dividend hike to $1.61; Dividend King status amid Q1 earnings April 30.Neutral▶
Illinois Tool Works announced 63rd consecutive dividend increase to $1.61 per share. Q1 2026 earnings webcast scheduled April 30 with 7.1% EPS growth forecast. JPMorgan lowered target from $327 to $303 (Overweight); Barclays cut from $275 to $250 (Underweight). Stock gained 1.47% to $274.51 on April 13.
Apr 13Illinois Tool Works declares 63rd consecutive dividend increase to $1.61/share; Q1 earnings April 30, guidance 7% EPS growth.Neutral▶
ITW raised quarterly dividend to $1.61/share (63 consecutive years of increases). For 2026, ITW guides GAAP EPS of $11.00-$11.40 (7% growth at midpoint), revenue growth 2-4%. All seven segments expected to deliver positive organic growth. Q1 earnings webcast April 30. Consensus Hold rating with average price target of $263.45.
Apr 10Illinois Tool Works paid Q1 dividend of $1.61; faces shareholder governance proposal on director accountability.Neutral▶
ITW paid $1.61 dividend per share April 9 (annualized $6.44). Shareholder John Chevedden proposed stricter majority-vote rules for directors. Barclays lowered price target from $275 to $250 with Underweight rating. Stock at $258.91. Persian Gulf geopolitical uncertainty impacted March with 10.4% decline. Earnings May 5, 2026.
Apr 9Illinois Tool Works scheduled to report Q1 2026 earnings April 29Neutral▶
Illinois Tool Works will report Q1 2026 earnings on April 29, 2026. Analysts estimate EPS of $2.56 and quarterly revenue of $4.00B, representing a 7.1% increase from $2.38 per share in the year-ago quarter. In the most recent Q4 quarter, ITW reported EPS of $2.72, beating estimates, and has beaten EPS estimates in 8 consecutive quarters. The company's organic revenue has been flat, signaling weak underlying demand across its core industrial segments, with forward revenue growth expected to remain modest at around 3%.
Apr 8Illinois Tool Works Beats on Earnings, Declares Dividend IncreaseNeutral▶
ITW reported Q4 earnings of $2.72 per share beating estimates by $0.03. Revenue climbed 4.1% to $4.09B. Declared quarterly dividend of $1.61 per share ($6.44 annualized). Consensus rating remains cautious at Hold with 3 Sell, 8 Hold, 2 Buy.
Apr 7Illinois Tool Works declares $1.61 quarterly dividend; faces mixed analyst sentiment and guidance concernsNegative▶
Illinois Tool Works declared $1.61 per share dividend for first quarter, payable April 9. Q4 2025 results showed revenue of $4.1B (up 4.1%), operating margin 26.5%, GAAP EPS $2.72 (up 7%). Stock down 9.85% over past month despite 5.78% gain over 90 days. Wells Fargo lowered price target from $270 to $245 with underweight rating. 10 analysts average target $262, suggesting minimal upside. Valuation concerns and weak organic revenue growth limit investor enthusiasm.
Apr 6Illinois Tool Works reports Q4 earnings beat; FY 2026 EPS guidance 11.00-11.400Neutral▶
Illinois Tool Works reported Q4 2025 earnings per share of $2.72, beating consensus estimate of $2.69. Quarterly revenue of $4.09 billion slightly exceeded expectations of $4.07 billion, up 4.1% year-over-year. The company set full-year 2026 EPS guidance at 11.00-11.400. Recent analyst activity includes Wells Fargo decreasing price target from $270 to $245 with underweight rating. The company declared a quarterly dividend, payable April 9. Stock experienced roughly 10% decline over the past month with mixed quarterly performance.
Apr 3Illinois Tool Works guides FY2026 EPS growth of 7% and maintains 2-4% revenue growth; Q1 earnings scheduled for April 29.Positive▶
ITW reported Q4 2025 EPS of $2.72, beating consensus of $2.69, with 4.1% revenue growth to $4.1B driven by strength in North America and Asia Pacific. FY2026 guidance: 11.00-11.40 EPS (7% mid-point growth), 2-4% revenue growth, 26.5-27.5% operating margin, free cash flow >100% of net income. Next earnings due April 29.
Apr 2Illinois Tool Works guided 2026 EPS growth of 7% at midpoint with 26.5-27.5% operating margin expansion; Wells Fargo cuts to Underweight.Mixed▶
Illinois Tool Works reported Q4 2025 results with GAAP EPS of $2.72 (up 7%) and full-year EPS of $10.49 (up 3%). The company initiated 2026 guidance of $11.00-$11.40 GAAP EPS representing 7% earnings growth and 2-4% revenue growth. All seven segments are expected to deliver positive organic growth. However, Wells Fargo cut its price target from $270 to $245 with an Underweight rating, reflecting analyst caution on slowing growth.
Apr 1Illinois Tool Works guides 7% 2026 EPS growth and 2-4% revenue growth; all segments to deliver positive organic growth.Neutral▶
ITW reported Q4 2025 results with 4.1% revenue growth and 7% GAAP EPS increase to $2.72. Management issued 2026 guidance of $11.00-$11.40 EPS and 2-4% revenue growth. The company increased its quarterly dividend to $1.61 per share. Consensus rating of Sell with PT of $264.50.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| PHPARKER | $882.03 | -3.01% | -0.3% | 26.7x | 1.25 | $114.8B |
| ITWILLINOIS | $255.35 | -1.03% | -0.2% | 21.3x | 1.15 | $74.4B |
| GWWWW | $1,149.37 | -1.03% | +4.0% | 23.9x | 1.09 | $55.0B |
| IRINGERSOLL | $77.72 | -2.68% | +1.5% | 20.7x | 1.33 | $31.3B |
| DOVDOVER | $225.78 | -0.28% | +9.1% | 19.5x | 1.25 | $30.5B |
| OTISOTIS | $77.20 | -0.87% | -0.3% | 16.5x | 1.04 | $29.9B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.