CoverageForm 410-K10-Q8-K13D13G13F

ITW · Illinois Tool Works Inc - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · ITW

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$4.02B-$4.06B$4.05B$3.84B-$3.97B$4.03B$3.97B-
Cost of Revenue$1.89B-$1.90B$1.91B$1.92B-$2.23B$2.26B$2.15B-
Gross Profit$2.13B-$2.16B$2.14B$1.92B-$1.74B$1.76B$1.83B-
R&D----------
SG&A----------
Total Operating Expenses----------
D&A$81.00M---$74.00M---$72.00M-
Operating Income$1.02B-$1.11B$1.07B$951.00M-$1.05B$1.05B$1.13B-
Interest Expense$73.00M-$75.00M$74.00M$71.00M-$69.00M$69.00M$71.00M-
Income Tax$199.00M-$228.00M$243.00M$195.00M-$202.00M$246.00M$253.00M-
Net Income$768.00M-$821.00M$755.00M$700.00M-$1.16B$759.00M$819.00M-
EPS - Basic$2.66-$2.82$2.58$2.39-$3.92$2.55$2.74-
EPS - Diluted$2.66-$2.81$2.58$2.38-$3.91$2.54$2.73-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$827.00M$851.00M$924.00M$788.00M$873.00M$948.00M$947.00M$862.00M$959.00M$1.06B
Accounts Receivable$3.38B$3.23B$3.25B$3.32B$3.15B$2.99B$3.23B$3.25B$3.24B$3.12B
Inventory$1.73B$1.66B$1.73B$1.71B$1.66B$1.60B$1.82B$1.82B$1.82B$1.71B
Accounts Payable$609.00M$522.00M$608.00M$613.00M$594.00M$519.00M$556.00M$576.00M$597.00M$581.00M
Current Assets$6.33B$6.20B$6.32B$6.23B$6.04B$5.86B$6.30B$6.26B$6.37B$6.24B
Total Assets$16.26B$16.15B$16.14B$16.05B$15.47B$15.07B$15.82B$15.58B$15.65B$15.52B
Current Liabilities$5.33B$5.13B$4.13B$3.93B$3.78B$4.31B$4.63B$4.80B$4.84B$4.67B
Long-term Debt$6.60B$6.68B$7.67B$7.70B$7.28B$6.31B$6.58B$6.43B$6.26B$6.34B
Total Liabilities----------
Stockholders' Equity$3.23B$3.23B$3.21B$3.21B$3.24B$3.32B$3.39B$2.96B$3.02B$3.01B
Retained Earnings$30.45B$30.15B$29.82B$29.47B$29.15B$28.89B$28.58B$27.87B$27.52B$27.12B

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow$623.00M---$592.00M---$589.00M-
Investing Cash Flow($99.00M)---($92.00M)---($152.00M)-
Financing Cash Flow($547.00M)---($588.00M)---($524.00M)-
CapEx$95.00M---$96.00M---$95.00M-
Free Cash Flow$528.00M---$496.00M---$494.00M-

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin53.0%-53.2%52.8%50.1%-43.8%43.8%46.0%-
Operating margin25.4%-27.4%26.4%24.8%-26.5%26.2%28.4%-
EBITDA margin27.4%---26.7%---30.2%-
Net margin19.1%-20.2%18.6%18.2%-29.2%18.8%20.6%-
Free cash flow margin13.1%---12.9%---12.4%-
FCF / Net income0.69---0.71---0.60-
R&D / Revenue----------
SG&A / Revenue----------
Effective tax rate20.6%-21.7%24.3%21.8%-14.8%24.5%23.6%-
Return on assets4.7%-5.1%4.7%4.5%-7.3%4.9%5.2%-
Return on equity23.8%-25.6%23.5%21.6%-34.2%25.6%27.1%-
Return on invested capital8.2%-8.0%7.4%7.1%-9.0%8.5%9.3%-
Liquidity
Current ratio1.191.211.531.591.601.361.361.301.321.33
Quick ratio0.860.891.111.151.160.990.970.920.940.97
Cash ratio0.160.170.220.200.230.220.200.180.200.23
Leverage
Debt / Equity2.042.072.392.402.251.901.942.172.072.10
Debt / Assets0.410.410.480.480.470.420.420.410.400.41
Debt / EBITDA6.00---7.10---5.22-
Interest coverage14.0x-14.8x14.4x13.4x-15.2x15.3x15.9x-
Equity multiplier5.045.015.035.004.774.544.675.265.185.15
Liabilities / Assets----------
Efficiency
Asset turnover0.25-0.250.250.25-0.250.260.25-
Inventory turnover1.09-1.101.121.15-1.231.241.18-
Days sales outstanding307d-293d299d300d-297d295d297d-
Days inventory outstanding334d-332d326d317d-297d294d311d-
Days payable outstanding118d-117d117d113d-91d93d102d-
Cash conversion cycle523d-508d508d503d-503d495d506d-
Valuation
P / E97.9x-92.8x95.8x104.2x-67.0x93.3x98.3x-
P / B23.3x-23.7x22.6x22.5x-22.9x23.9x26.6x-
P / S18.7x-18.7x17.9x19.0x-19.6x17.6x20.3x-
EV / EBITDA73.6x---77.5x---71.6x-
Growth
Revenue growth (YoY)4.6%-2.3%0.6%-3.4%-----
Revenue CAGR (3y)----------
Revenue CAGR (5y)----------
Gross profit growth (YoY)10.8%-24.5%21.2%5.1%-----
Operating income growth (YoY)7.3%-5.7%1.3%-15.6%--1.7%4.4%15.9%-
Net income growth (YoY)9.7%--29.2%-0.5%-14.5%-50.3%0.7%14.7%-
EPS growth (YoY)11.8%--28.1%1.6%-12.8%-53.3%2.4%17.2%-
EPS CAGR (3y)4.5%-6.1%2.9%4.1%-24.6%1.2%9.0%-
EPS CAGR (5y)4.7%-9.0%20.6%--13.9%5.9%8.6%-
FCF growth (YoY)6.5%---0.4%----19.7%-
FCF CAGR (5y)-0.5%--------1.7%-
Book value growth (YoY)-0.4%-2.7%-5.4%8.4%7.3%10.1%12.9%-4.3%-2.6%-2.5%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$17.83B total
Automotive OEMSegment$3.29B · 18.4%
Testand Measurementand Electronics Segment$2.83B · 15.8%
Food Equipment Segment$2.70B · 15.1%
Welding Segment$1.89B · 10.6%
Construction Products Segment$1.82B · 10.2%
Specialty Products Segment$1.77B · 10.0%
Polymers And Fluids$1.76B · 9.9%
Polymers And Fluids Segment$1.76B · 9.9%

Geographic

$24.52B total
North America$8.48B · 34.6%
US$7.39B · 30.2%
EMEA$4.16B · 17.0%
Asia Pacific$3.08B · 12.6%
Canada And Mexico$1.08B · 4.4%
South America$323.00M · 1.3%

Peer comparison

Same SIC group: General Industrial Machinery & Equipment

CompanyRevenue (last FY)Net marginROE
ZWS$1.70B11.7%12.3%
ZBRA$5.40B7.8%11.7%
IR$7.65B7.6%5.8%
GTES$3.44B7.3%7.5%
GHM$209.90M5.8%10.2%

Comparing ILLINOIS TOOL WORKS INC against the 5 most active filers in the same SIC group.

Dividends

$6.33/share trailing 12 months · +7.3% YoY

Ex-datePer share
Mar 31, 2026$1.6100
Dec 31, 2025$1.6100
Sep 30, 2025$1.6100
Jun 30, 2025$1.5000
Mar 31, 2025$1.5000
Dec 31, 2024$1.5000
Sep 30, 2024$1.5000
Jun 28, 2024$1.4000
Mar 27, 2024$1.4000
Dec 28, 2023$1.4000
Sep 28, 2023$1.4000
Jun 29, 2023$1.3100
Mar 30, 2023$1.3100
Dec 29, 2022$1.3100
Sep 29, 2022$1.3100
Jun 29, 2022$1.2200
Mar 30, 2022$1.2200
Dec 30, 2021$1.2200
Sep 29, 2021$1.2200
Jun 29, 2021$1.1400
Mar 30, 2021$1.1400
Dec 30, 2020$1.1400
Sep 29, 2020$1.1400
Jun 29, 2020$1.0700