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Illinois Tool Works (ITW) Reports Q4 Earnings: What Key Metrics Have to Say
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Illinois Tool Works (ITW - Free Report) reported $4.09 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 4.1%. EPS of $2.72 for the same period compares to $2.54 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $4.07 billion, representing a surprise of +0.5%. The company delivered an EPS surprise of +1.32%, with the consensus EPS estimate being $2.69.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Illinois Tool Works performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Operating Revenue - Organic growth - Total ITW: 1.3% versus 1.7% estimated by two analysts on average.
Operating Revenue - Test & Measurement and Electronics - Organic growth: 1.8% versus 1.3% estimated by two analysts on average.
Operating Revenue - Automotive OEM - Organic growth: 1.9% versus the two-analyst average estimate of 2.8%.
Operating Revenue - Specialty Products - Organic growth: 1.1% versus 2.9% estimated by two analysts on average.
Operating Revenues- Test & Measurement and Electronics: $789 million compared to the $764.4 million average estimate based on three analysts. The reported number represents a change of +5.6% year over year.
Operating Revenues- Construction Products: $431 million compared to the $442.31 million average estimate based on three analysts. The reported number represents a change of -1.6% year over year.
Operating Revenues- Food Equipment: $698 million versus $694.91 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +3.9% change.
Operating Revenues- Specialty Products: $433 million versus the three-analyst average estimate of $433.03 million. The reported number represents a year-over-year change of +4.1%.
Operating Revenues- Intersegment revenues: $-4 million versus the three-analyst average estimate of $-3.74 million. The reported number represents a year-over-year change of +33.3%.
Operating Revenues- Automotive OEM: $827 million versus the three-analyst average estimate of $829.04 million. The reported number represents a year-over-year change of +5.4%.
Operating Revenues- Welding: $462 million versus the three-analyst average estimate of $466.64 million. The reported number represents a year-over-year change of +3.4%.
Operating Revenues- Polymers & Fluids: $457 million versus $434.95 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +6.3% change.
Shares of Illinois Tool Works have returned +5.9% over the past month versus the Zacks S&P 500 composite's +1.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Illinois Tool Works (ITW) Reports Q4 Earnings: What Key Metrics Have to Say
Illinois Tool Works (ITW - Free Report) reported $4.09 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 4.1%. EPS of $2.72 for the same period compares to $2.54 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $4.07 billion, representing a surprise of +0.5%. The company delivered an EPS surprise of +1.32%, with the consensus EPS estimate being $2.69.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Illinois Tool Works performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:View all Key Company Metrics for Illinois Tool Works here>>>
Shares of Illinois Tool Works have returned +5.9% over the past month versus the Zacks S&P 500 composite's +1.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.