Illinois Tool Works Reports Q4 Earnings Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6d ago
0mins
Should l Buy ITW?
Source: NASDAQ.COM
- Earnings Growth: Illinois Tool Works reported fourth-quarter earnings of $790 million, or $2.72 per share, up from $750 million and $2.54 per share last year, indicating improved profitability and enhanced competitive strength in the market.
- Revenue Increase: The company's revenue rose 4.1% year-over-year to $4.093 billion, compared to $3.932 billion last year, reflecting positive performance in sales and market demand.
- Financial Performance: Both earnings per share and total revenue showed significant growth compared to last year, demonstrating success in cost control and operational efficiency, which further solidifies the company's position in the industry.
- Market Outlook: With ongoing revenue and earnings growth, Illinois Tool Works is poised to continue expanding its market share and enhancing its long-term competitive advantage through optimized product offerings and improved customer service.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy ITW?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on ITW
Wall Street analysts forecast ITW stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for ITW is 258.13 USD with a low forecast of 230.00 USD and a high forecast of 275.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Analyst Rating
1 Buy
4 Hold
3 Sell
Hold
Current: 293.570
Low
230.00
Averages
258.13
High
275.00
Current: 293.570
Low
230.00
Averages
258.13
High
275.00
About ITW
Illinois Tool Works Inc. is a global manufacturer of a diversified range of industrial products and equipment. The Company's segments include Automotive OEM; Food Equipment; Test & Measurement and Electronics; Welding; Polymers & Fluids; Construction Products, and Specialty Products. The Automotive OEM segment produces components and fasteners for automotive-related applications. The Food Equipment segment produces warewashing equipment, cooking equipment, refrigeration equipment, food processing equipment, ventilation and pollution control systems, and others. Its Welding segment produces arc welding equipment and metal arc welding consumables and related accessories. The Construction segment is a supplier of engineered fastening systems and solutions. The Specialty Products segment includes conveyor systems and line automation for the food and beverage industries; plastic consumables such as multipack cans and bottles and related equipment; components for medical devices, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Miller Launches New Venture 150 T Welder
- Product Innovation: Miller Electric has launched the Venture 150 T welder, a battery-powered TIG welder designed for high-quality welding, capable of delivering clean and aesthetically pleasing welds in power-limited environments, catering to industries with stringent requirements like food-grade and pharmaceutical piping.
- Enhanced Portability: Weighing only 27 pounds, the Venture 150 T is easy to transport to hard-to-reach job sites, allowing welders to operate without relying on generators or external outlets, significantly improving efficiency and flexibility in various applications.
- Battery System Advantage: The welder features swappable welding batteries, enabling users to weld all day by using one battery while the other charges, ensuring continuous uptime and reliable output without dependence on external power sources.
- Market Positioning: The introduction of the Venture 150 T expands the product line of the Venture series, offering flexible choices between TIG and stick welding, which helps welders maintain high efficiency across different needs, further solidifying Miller's leadership in the welding equipment market.
See More
Miller Electric Launches New Battery-Powered Welder
- Product Launch: Miller Electric has introduced the Venture™ 150 T, a battery-powered TIG welder designed for high-quality welding in power-limited environments, enhancing flexibility and efficiency for welders.
- Efficient Welding Solutions: The Venture 150 T joins the Venture 150 S in a series of portable battery-powered welding solutions aimed at helping professionals increase efficiency and reduce downtime across various industries.
- All-Day Usability: This welder features two swappable batteries, allowing users to weld with one battery while the other charges, significantly improving operational continuity and enabling all-day welding capabilities.
- Market Positioning and Strategic Importance: Miller Electric aims to eliminate barriers faced by welders, and the introduction of the Venture 150 T not only enhances welding precision but also instills confidence in welders working in environments lacking reliable power, further solidifying its leadership in the welding equipment market.
See More
Illinois Tool Works (ITW.US) Officer Plans to Sell $5.04 Million in Common Stock via Form 144
- Stock Sale Announcement: Officer lawyer Mary Katherine intends to sell 17,279 shares of its common stock on February 6.
- Market Value: The total market value of the shares to be sold is approximately $5.04 million.
See More
Illinois Tool Works Rating and Price Target Analysis
- Rating Overview: Illinois Tool Works (ITW) currently holds an average rating of hold, indicating a cautious market sentiment regarding its future performance, which may influence investor decisions.
- Price Target Analysis: Market data shows that ITW's average price target is $275.80, providing investors with a benchmark to assess the reasonableness of its current stock price.
- Market Reaction: The establishment of a hold rating and price target may lead investors to adopt a wait-and-see approach towards ITW's stock in the short term, potentially affecting its trading volume and market liquidity.
- Investment Strategy Impact: Investors considering ITW should monitor changes in its rating and price target to timely adjust their investment strategies and optimize portfolio performance.
See More
Illinois Tool Works Rating and Price Target Analysis
- Rating Overview: Illinois Tool Works (ITW) currently holds an average rating of hold, indicating a cautious market sentiment regarding its future performance, despite the company's stable position within the industry.
- Price Target Analysis: Analysts have set an average price target of $275.80 for ITW, suggesting a relatively conservative investment outlook that reflects limited confidence in the company's growth potential.
- Market Reaction: Although rated as hold, ITW's stock performance remains influenced by broader market trends, necessitating investor attention to macroeconomic changes that could impact its performance.
- Investment Strategy Suggestion: Given the current market environment, investors may want to explore other opportunities with higher growth potential, as ITW's hold rating implies a lack of significant upside in the short term.
See More
Illinois Tool Works Inc. Q4 2025 Earnings Call Highlights
- Performance Growth: Illinois Tool Works achieved over 4% revenue growth in Q4 2025, with GAAP EPS rising 7% to $2.72, indicating strong market performance and enhanced profitability.
- Operational Efficiency Improvement: The company reported operating income of $1.1 billion, a 5% increase, and record segment margins of 27.7%, up 120 basis points, demonstrating the effectiveness of enterprise strategic initiatives.
- Future Outlook: Management projects total revenue growth of 2% to 4% and organic growth of 1% to 3% for 2026, with plans for $1.5 billion in share repurchases, reflecting confidence in future market demand and commitment to sustained investment.
- Market Performance Analysis: North America grew approximately 2%, Asia Pacific increased by 3%, while Europe declined by 2%, with all seven segments expanding operating margins, showcasing the broad impact of enterprise initiatives across different markets.
See More
Miller Launches New Venture 150 T Welder
- Product Innovation: Miller Electric has launched the Venture 150 T welder, a battery-powered TIG welder designed for high-quality welding, capable of delivering clean and aesthetically pleasing welds in power-limited environments, catering to industries with stringent requirements like food-grade and pharmaceutical piping.
- Enhanced Portability: Weighing only 27 pounds, the Venture 150 T is easy to transport to hard-to-reach job sites, allowing welders to operate without relying on generators or external outlets, significantly improving efficiency and flexibility in various applications.
- Battery System Advantage: The welder features swappable welding batteries, enabling users to weld all day by using one battery while the other charges, ensuring continuous uptime and reliable output without dependence on external power sources.
- Market Positioning: The introduction of the Venture 150 T expands the product line of the Venture series, offering flexible choices between TIG and stick welding, which helps welders maintain high efficiency across different needs, further solidifying Miller's leadership in the welding equipment market.
See More
Miller Electric Launches New Battery-Powered Welder
- Product Launch: Miller Electric has introduced the Venture™ 150 T, a battery-powered TIG welder designed for high-quality welding in power-limited environments, enhancing flexibility and efficiency for welders.
- Efficient Welding Solutions: The Venture 150 T joins the Venture 150 S in a series of portable battery-powered welding solutions aimed at helping professionals increase efficiency and reduce downtime across various industries.
- All-Day Usability: This welder features two swappable batteries, allowing users to weld with one battery while the other charges, significantly improving operational continuity and enabling all-day welding capabilities.
- Market Positioning and Strategic Importance: Miller Electric aims to eliminate barriers faced by welders, and the introduction of the Venture 150 T not only enhances welding precision but also instills confidence in welders working in environments lacking reliable power, further solidifying its leadership in the welding equipment market.
See More
Illinois Tool Works (ITW.US) Officer Plans to Sell $5.04 Million in Common Stock via Form 144
- Stock Sale Announcement: Officer lawyer Mary Katherine intends to sell 17,279 shares of its common stock on February 6.
- Market Value: The total market value of the shares to be sold is approximately $5.04 million.
See More
Illinois Tool Works Rating and Price Target Analysis
- Rating Overview: Illinois Tool Works (ITW) currently holds an average rating of hold, indicating a cautious market sentiment regarding its future performance, which may influence investor decisions.
- Price Target Analysis: Market data shows that ITW's average price target is $275.80, providing investors with a benchmark to assess the reasonableness of its current stock price.
- Market Reaction: The establishment of a hold rating and price target may lead investors to adopt a wait-and-see approach towards ITW's stock in the short term, potentially affecting its trading volume and market liquidity.
- Investment Strategy Impact: Investors considering ITW should monitor changes in its rating and price target to timely adjust their investment strategies and optimize portfolio performance.
See More
Illinois Tool Works Rating and Price Target Analysis
- Rating Overview: Illinois Tool Works (ITW) currently holds an average rating of hold, indicating a cautious market sentiment regarding its future performance, despite the company's stable position within the industry.
- Price Target Analysis: Analysts have set an average price target of $275.80 for ITW, suggesting a relatively conservative investment outlook that reflects limited confidence in the company's growth potential.
- Market Reaction: Although rated as hold, ITW's stock performance remains influenced by broader market trends, necessitating investor attention to macroeconomic changes that could impact its performance.
- Investment Strategy Suggestion: Given the current market environment, investors may want to explore other opportunities with higher growth potential, as ITW's hold rating implies a lack of significant upside in the short term.
See More
Illinois Tool Works Inc. Q4 2025 Earnings Call Highlights
- Performance Growth: Illinois Tool Works achieved over 4% revenue growth in Q4 2025, with GAAP EPS rising 7% to $2.72, indicating strong market performance and enhanced profitability.
- Operational Efficiency Improvement: The company reported operating income of $1.1 billion, a 5% increase, and record segment margins of 27.7%, up 120 basis points, demonstrating the effectiveness of enterprise strategic initiatives.
- Future Outlook: Management projects total revenue growth of 2% to 4% and organic growth of 1% to 3% for 2026, with plans for $1.5 billion in share repurchases, reflecting confidence in future market demand and commitment to sustained investment.
- Market Performance Analysis: North America grew approximately 2%, Asia Pacific increased by 3%, while Europe declined by 2%, with all seven segments expanding operating margins, showcasing the broad impact of enterprise initiatives across different markets.
See More
