8-KItem 2.02 · Results of OperationsItem 9.01 · Financial Statements
ITW posts record Q3 profit and raises 2026 EPS guidance
Filed with the SEC on · Summarized by InvestorsBot
Illinois Tool Works reported third-quarter 2026 revenue of $4.24 billion, up 4.4%, while operating income rose 5.9% to a record $1.18 billion and GAAP EPS increased 6.8% to $3.00. The company generated $851 million in free cash flow, repurchased $187 million of stock, raised its annualized dividend 7% to $6.88 per share, and lifted full-year 2026 EPS guidance to $11.45–$11.55, with revenue growth guidance of 4.5%–5.5%; a July tornado reduced third-quarter revenue by an estimated $40 million, but ITW expects the ongoing impact to be immaterial.