ITW Earnings Date: Feb 2, 2027 (Estimated) — Illinois Tool Works Inc.
NYSE · Industrials · Specialty Industrial Machinery
Updated
When is ITW's next earnings date?
Illinois Tool Works Inc. (ITW) is expected to report Q4 2026 earnings on Tuesday, February 2, 2027 at 8:00 AM ET (before market open); the date is an estimate and has not been confirmed by the company. The consensus estimate is EPS of $2.98 on revenue of $4.26B.
How did ITW do in its last earnings report?
In its most recent report on Oct 27, 2026 (Q3 2026), Illinois Tool Works Inc. posted EPS of $3.04 versus the $2.97 estimate, a beat of 2.4%. Revenue was $4.24B against a $4.26B estimate. The stock's 1-day post-earnings move was -0.1%.
How much does ITW stock move after earnings?
ITW beat EPS estimates in 8 of its last 8 reported quarters. Over the last 8 reports the stock moved an average of 2.5% (up or down) in the day after earnings.
About Illinois Tool Works Inc.
Illinois Tool Works Inc. is a global enterprise specializing in the production and distribution of a wide array of industrial goods and specialized equipment. The company operates through seven distinct divisions: Automotive OEM; Food Equipment; Test & Measurement and Electronics; Welding; Polymers & Fluids; Construction Products; and Specialty Products. The Automotive OEM division supplies plastic and metal components, various fastening solutions, and integrated assemblies for automobiles, light-duty trucks, and other industrial applications. Its Food Equipment segment delivers commercial kitchen appliances for washing, refrigeration, cooking, and food processing, alongside comprehensive kitchen exhaust, ventilation, and pollution control systems, and offers related maintenance and repair services. The Test & Measurement and Electronics unit manufactures and sells machinery, expendable supplies, and accompanying software designed for assessing materials and structural integrity, in addition to equipment and consumables critical for the creation of electronic subassemblies and microelectronic components. The Welding division focuses on arc welding apparatus, coupled with metal arc welding consumables and associated accessories. The Polymers & Fluids segment produces adhesives, sealing compounds, lubrication and cutting fluids, and various fluids and polymers intended for automotive aftermarket upkeep and cosmetic purposes. The Construction Products segment provides purpose-engineered fastening systems and comprehensive solutions for new housing, renovation projects, and commercial building industries. Lastly, the Specialty Products segment delivers machinery and supplies for beverage packaging, equipment and expendables for product identification and marking, and specialized components and fasteners for appliances. ITW's broad clientele encompasses sectors such as automotive original equipment manufacturers (OEMs) and their suppliers, the commercial food service industry, construction companies, general industrial enterprises, and the automotive aftermarket. The corporation distributes its offerings directly to industrial manufacturers and via an extensive network of independent distributors. Established in 1912, Illinois Tool Works Inc. is headquartered in Glenview, Illinois.
🤖 AI Earnings Analysis
ITW raised full-year 2026 guidance, a positive catalyst for this industrial stalwart, but Q3 was mixed: EPS beat estimates by $0.08 at $3.04 while revenue missed at $4.2B.
AI-generated summary — powered by BigEarnings.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-10-27 | Q3 2026 | 2.97 | 3.04 | +2.36% | $4.24B | ✅ Beat | -0.10% | — | — |
| 2026-07-28 | Q2 2026 | 2.80 | 2.84 | +1.43% | $4.30B | ✅ Beat | +3.63% | +1.29% | -1.11% |
| 2026-04-30 | Q1 2026 | 2.56 | 2.66 | +3.91% | $4.02B | ✅ Beat | -2.88% | -1.94% | -6.92% |
| 2026-02-03 | Q4 2025 | 2.68 | 2.72 | +1.49% | $4.09B | ✅ Beat | +5.56% | +9.98% | +8.69% |
| 2025-10-24 | Q3 2025 | 2.70 | 2.81 | +4.07% | $4.06B | ✅ Beat | -4.54% | -5.36% | -3.76% |
| 2025-07-30 | Q2 2025 | 2.56 | 2.58 | +0.78% | $4.10B | ✅ Beat | -2.25% | -1.33% | +2.83% |
| 2025-04-30 | Q1 2025 | 2.35 | 2.38 | +1.28% | $3.84B | ✅ Beat | -0.76% | -0.78% | +1.64% |
| 2025-02-05 | Q4 2024 | 2.49 | 2.54 | +2.01% | $3.93B | ✅ Beat | -0.17% | +1.57% | +4.09% |
Showing last 8 quarters.
Revenue by segment & region
By segment
Q3 FY26 · $4.24B total
| Segment | Share | Revenue | YoY | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 |
|---|---|---|---|---|---|---|---|
| Test and Measurement and Electronics | 19.3% | $819.0M | +17.3% | $652.0M | $686.0M | $698.0M | $789.0M |
| Automotive OEM | 19.2% | $814.0M | -1.9% | $786.0M | $845.0M | $830.0M | $827.0M |
| Food Equipment | 16.5% | $698.0M | +0.6% | $627.0M | $680.0M | $694.0M | $698.0M |
| Welding | 12.1% | $513.0M | +7.5% | $472.0M | $479.0M | $477.0M | $462.0M |
| Polymers and Fluids | 11.3% | $477.0M | +8.2% | $429.0M | $438.0M | $441.0M | $457.0M |
| Construction Products | 11.1% | $472.0M | -0.2% | $443.0M | $473.0M | $473.0M | $431.0M |
| Specialty Products | 10.5% | $447.0M | -1.1% | $435.0M | $455.0M | $452.0M | $433.0M |
By region
FY2025 · $24.52B total · annual
| Segment | Share | Revenue | YoY | FY2019 | FY2020 | FY2021 | FY2022 |
|---|---|---|---|---|---|---|---|
| North America | 34.6% | $8.48B | -0.6% | $7.48B | $6.61B | $7.52B | $8.70B |
| UNITED STATES | 30.2% | $7.39B | — | — | — | — | — |
| Europe | 17.0% | $4.16B | +1.5% | $3.92B | $3.45B | $3.87B | $3.91B |
| Asia Pacific | 12.6% | $3.08B | +4.0% | $2.40B | $2.29B | $2.80B | $2.99B |
| Other North America | 4.4% | $1.08B | — | — | — | — | — |
| South America | 1.3% | $323.0M | +5.6% | $310.0M | $224.0M | $265.0M | $324.0M |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.