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 itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Revenue$16.04B$15.90B$16.11B$15.93B$14.46B$12.57B
Cost of Revenue$7.56B$7.60B$9.32B$9.43B$8.49B$7.38B
Gross Profit$8.49B$8.29B$6.79B$6.50B$5.97B$5.20B
R&D$302.00M$292.00M$284.00M$269.00M$239.00M$214.00M
SG&A------
Total Operating Expenses------
D&A$317.00M$301.00M$282.00M$276.00M$277.00M$273.00M
Operating Income$4.22B$4.26B$4.04B$3.79B$3.48B$2.88B
Interest Expense$292.00M$283.00M$266.00M$203.00M$202.00M$206.00M
Income Tax$900.00M$934.00M$866.00M$808.00M$632.00M$595.00M
Net Income$3.07B$3.49B$2.96B$3.03B$2.69B$2.11B
EPS - Basic$10.52$11.75$9.77$9.80$8.55$6.66
EPS - Diluted$10.49$11.71$9.74$9.77$8.51$6.63

Balance Sheet

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Cash & Equivalents$851.00M$948.00M$1.06B$708.00M$1.53B$2.56B
Accounts Receivable$3.23B$2.99B$3.12B$3.17B$2.84B$2.51B
Inventory$1.66B$1.60B$1.71B$2.05B$1.69B$1.19B
Accounts Payable$522.00M$519.00M$581.00M$594.00M$585.00M$534.00M
Current Assets$6.20B$5.86B$6.24B$6.27B$6.37B$6.52B
Total Assets$16.15B$15.07B$15.52B$15.42B$16.08B$15.61B
Current Liabilities$5.13B$4.31B$4.67B$4.46B$3.47B$2.59B
Long-term Debt$6.68B$6.31B$6.34B$6.17B$6.91B$7.77B
Total Liabilities------
Stockholders' Equity$3.23B$3.32B$3.01B$3.09B$3.63B$3.18B
Retained Earnings$30.15B$28.89B$27.12B$25.80B$24.32B$23.11B

Cash Flow

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Operating Cash Flow$3.13B$3.28B$3.54B$2.35B$2.56B$2.81B
Investing Cash Flow($521.00M)($144.00M)($403.00M)($110.00M)($984.00M)($214.00M)
Financing Cash Flow($2.74B)($3.19B)($2.78B)($3.00B)($2.56B)($2.05B)
CapEx$419.00M$437.00M$455.00M$412.00M$296.00M$236.00M
Free Cash Flow$2.71B$2.84B$3.08B$1.94B$2.26B$2.57B

Ratios

MetricFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Profitability
Gross margin52.9%52.2%42.2%40.8%41.3%41.3%
Operating margin26.3%26.8%25.1%23.8%24.1%22.9%
EBITDA margin28.3%28.7%26.8%25.5%26.0%25.1%
Net margin19.1%21.9%18.4%19.0%18.6%16.8%
Free cash flow margin16.9%17.9%19.1%12.2%15.6%20.4%
FCF / Net income0.880.821.040.640.841.22
R&D / Revenue1.9%1.8%1.8%1.7%1.7%1.7%
SG&A / Revenue------
Effective tax rate22.7%21.1%22.7%21.0%19.0%22.0%
Return on assets19.0%23.1%19.1%19.7%16.8%13.5%
Return on equity95.0%105.2%98.1%98.2%74.3%66.3%
Return on invested capital32.9%34.9%33.4%32.3%26.7%20.5%
Liquidity
Current ratio1.211.361.331.411.842.52
Quick ratio0.890.990.970.951.352.06
Cash ratio0.170.220.230.160.440.99
Leverage
Debt / Equity2.071.902.102.001.912.44
Debt / Assets0.410.420.410.400.430.50
Debt / EBITDA1.471.381.471.521.842.46
Interest coverage14.4x15.1x15.2x18.7x17.2x14.0x
Equity multiplier5.014.545.154.994.434.91
Liabilities / Assets------
Efficiency
Asset turnover0.991.061.041.030.900.81
Inventory turnover4.554.745.464.595.016.20
Days sales outstanding73d69d71d73d72d73d
Days inventory outstanding80d77d67d80d73d59d
Days payable outstanding25d25d23d23d25d26d
Cash conversion cycle128d121d115d129d119d105d
Valuation
P / E23.5x21.7x26.9x22.5x29.0x30.8x
P / B22.3x22.8x26.4x22.2x21.5x20.4x
P / S4.5x4.7x4.9x4.3x5.4x5.2x
EV / EBITDA17.2x17.7x19.6x18.2x22.2x22.2x
Growth
Revenue growth (YoY)0.9%-1.3%1.1%10.2%15.0%-10.9%
Revenue CAGR (3y)0.2%3.2%8.6%4.1%2.1%-4.2%
Revenue CAGR (5y)5.0%2.4%3.4%2.2%1.2%-1.3%
Gross profit growth (YoY)2.3%22.1%4.4%9.0%14.8%-12.2%
Operating income growth (YoY)-1.1%5.5%6.6%9.0%20.6%-15.3%
Net income growth (YoY)-12.1%18.0%-2.5%12.6%27.7%-16.3%
EPS growth (YoY)-10.4%20.2%-0.3%14.8%28.4%-14.3%
EPS CAGR (3y)2.4%11.2%13.7%8.1%3.8%10.9%
EPS CAGR (5y)9.6%8.6%5.1%15.0%8.3%5.3%
FCF growth (YoY)-4.8%-7.8%59.3%-14.4%-12.1%-3.7%
FCF CAGR (5y)1.0%1.3%4.7%-1.7%2.2%5.0%
Book value growth (YoY)-2.7%10.1%-2.5%-14.8%14.0%5.0%

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%

Stability scores

Piotroski F-score

FY 2025 · 9-point quality

5/9
Neutral
  • Net income positive
  • Operating cash flow positive
  • ROA improved YoY
  • Cash flow > net income
  • Long-term debt decreased
  • Current ratio improved
  • No share dilution
  • Gross margin improved
  • Asset turnover improved

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