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AI Earnings Predictions for Illinois Tool Works Inc. (ITW)

Machine learning predictions based on historical earnings data and price patterns

Latest Prediction

SELL

1-Day Prediction

-0.45%

$277.66

0% positive prob.

5-Day Prediction

-2.56%

$271.78

0% positive prob.

20-Day Prediction

-1.84%

$273.79

0% positive prob.

Price at prediction: $278.91 Confidence: 100.0% Model AUC: 1.0000 Quarter: Q4 2025

Earnings Transcripts

SEC 8-K filings with transcript text

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2025
Q4

Q4 2025 Earnings

8-K SELL

Feb 3, 2026 · 100% conf.

AI Prediction SELL

1D

-0.45%

$277.66

5D

-2.56%

$271.78

20D

-1.84%

$273.79

Price: $278.91 Prob +5D: 0% AUC: 1.000
0000049826-26-000003

itw-202602030000049826false00000498262026-02-032026-02-030000049826us-gaap:CommonStockMemberexch:XNYS2026-02-032026-02-030000049826itw:A0.625EuroNotesdue2027Memberexch:XNYS2026-02-032026-02-030000049826itw:A3.250EuroNotesDue2028Memberexch:XNYS2026-02-032026-02-030000049826itw:A2.125EuroNotesdue2030Memberexch:XNYS2026-02-032026-02-030000049826itw:A1.00EuroNotesdue2031Memberexch:XNYS2026-02-032026-02-030000049826itw:A3.375EuroNotesDue2032Memberexch:XNYS2026-02-032026-02-030000049826itw:A3.00EuroNotesdue2034Memberexch:XNYS2026-02-032026-02-03

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549


FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of Earliest Event Reported): February 3, 2026


ILLINOIS TOOL WORKS INC.

(Exact name of registrant as specified in its charter)

Delaware1-479736-1258310 (State or other jurisdiction of incorporation)(Commission File No.)(I.R.S. Employer Identification No.)

155 Harlem AvenueGlenviewIL60025 (Address of principal executive offices)(Zip Code)

Registrant's telephone number, including area code: 847-724-7500

Not Applicable (Former name or former address, if changed since last report.)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading Symbol(s)Name of each exchange on which registered Common StockITWNew York Stock Exchange 0.625% Euro Notes due 2027ITW27New York Stock Exchange 3.250% Euro Notes due 2028ITW28New York Stock Exchange 2.125% Euro Notes due 2030ITW30New York Stock Exchange 1.00% Euro Notes due 2031ITW31New York Stock Exchange 3.375% Euro Notes due 2032ITW32New York Stock Exchange 3.00% Euro Notes due 2034ITW34New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company  ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02    Results of Operations and Financial Condition

On February 3, 2026, Illinois Tool Works Inc. (the "Company") announced its 2025 fourth quarter results of operations in the press release furnished as Exhibit 99.1.

Non-GAAP Financial Measures

The Company uses free cash flow to measure cash flow generated by operations that is available for dividends, share repurchases, acquisitions and debt repayment. The Company believes this non-GAAP financial measure, along with free cash flow to net income conversion rate, is useful to investors in evaluating the Company's financial performance and measures the Company's ability to generate cash internally to fund Company initiatives. Free cash flow represents net cash provided by operating activities less additions to plant and equipment. Free cash flow is a measurement that is not the same as net cash flow from operating activities per the statement of cash flows and may not be consistent with similarly titled measures used by other companies. A reconciliation of free cash flow to net cash provided by operating activities is included in the press release furnished as Exhibit 99.1.

The Company uses after-tax return on average invested capital ("After-tax ROIC") to measure the effectiveness of its operations' use of invested capital to generate profits. After-tax ROIC is not defined under U.S. generally accepted accounting principles ("GAAP"). After-tax ROIC is a non-GAAP financial measure that the Company believes is a meaningful metric to investors in evaluating the Company's ability to generate returns from cash invested in its operations and may be different than the method used by other companies to calculate After-tax ROIC. The Company defines After-tax ROIC as operating income after taxes divided by average invested capital, which is annualized when presented in interim periods. Operating income after taxes is a non-GAAP measure consisting of net income before interest expense and other income (expense), on an after-tax basis, which are excluded as they do not represent returns generated by the Company's o

2025
Q3

Q3 2025 Earnings

8-K

Oct 24, 2025

0000049826-25-000050

itw-202510240000049826false00000498262025-10-242025-10-240000049826us-gaap:CommonStockMemberexch:XNYS2025-10-242025-10-240000049826itw:A0.625EuroNotesdue2027Memberexch:XNYS2025-10-242025-10-240000049826itw:A3.250EuroNotesDue2028Memberexch:XNYS2025-10-242025-10-240000049826itw:A2.125EuroNotesdue2030Memberexch:XNYS2025-10-242025-10-240000049826itw:A1.00EuroNotesdue2031Memberexch:XNYS2025-10-242025-10-240000049826itw:A3.375EuroNotesDue2032Memberexch:XNYS2025-10-242025-10-240000049826itw:A3.00EuroNotesdue2034Memberexch:XNYS2025-10-242025-10-24

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549


FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of Earliest Event Reported): October 24, 2025


ILLINOIS TOOL WORKS INC.

(Exact name of registrant as specified in its charter)

Delaware1-479736-1258310 (State or other jurisdiction of incorporation)(Commission File No.)(I.R.S. Employer Identification No.)

155 Harlem AvenueGlenviewIL60025 (Address of principal executive offices)(Zip Code)

Registrant's telephone number, including area code: 847-724-7500

Not Applicable (Former name or former address, if changed since last report.)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading Symbol(s)Name of each exchange on which registered Common StockITWNew York Stock Exchange 0.625% Euro Notes due 2027ITW27New York Stock Exchange 3.250% Euro Notes due 2028ITW28New York Stock Exchange 2.125% Euro Notes due 2030ITW30New York Stock Exchange 1.00% Euro Notes due 2031ITW31New York Stock Exchange 3.375% Euro Notes due 2032ITW32New York Stock Exchange 3.00% Euro Notes due 2034ITW34New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company  ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02    Results of Operations and Financial Condition

On October 24, 2025, Illinois Tool Works Inc. (the "Company") announced its 2025 third quarter results of operations in the press release furnished as Exhibit 99.1.

Non-GAAP Financial Measures

The Company uses free cash flow to measure cash flow generated by operations that is available for dividends, share repurchases, acquisitions and debt repayment. The Company believes this non-GAAP financial measure, along with free cash flow to net income conversion rate, are useful to investors in evaluating the Company’s financial performance and measures the Company's ability to generate cash internally to fund Company initiatives. Free cash flow represents net cash provided by operating activities less additions to plant and equipment. Free cash flow is a measurement that is not the same as net cash flow from operating activities per the statement of cash flows and may not be consistent with similarly titled measures used by other companies. A reconciliation of free cash flow to net cash provided by operating activities is included in the press release furnished as Exhibit 99.1.

The Company uses after-tax return on average invested capital ("After-tax ROIC") to measure the effectiveness of its operations' use of invested capital to generate profits. After-tax ROIC is not defined under U.S. generally accepted accounting principles ("GAAP"). After-tax ROIC is a non-GAAP financial measure that the Company believes is a meaningful metric to investors in evaluating the Company's ability to generate returns from cash invested in its operations and may be different than the method used by other companies to calculate After-tax ROIC. The Company defines After-tax ROIC as operating income after taxes divided by average invested capital, which is annualized when presented in interim periods. Operating income after taxes is a non-GAAP measure consisting of net income before interest expense and other income (expense), on an after-tax basis, which are excluded as they do not represent returns generated by the Company's o

2025
Q2

Q2 2025 Earnings

8-K

Jul 30, 2025

0000049826-25-000034

itw-202507300000049826false00000498262025-07-302025-07-300000049826us-gaap:CommonStockMemberexch:XNYS2025-07-302025-07-300000049826itw:A0.625EuroNotesdue2027Memberexch:XNYS2025-07-302025-07-300000049826itw:A3.250EuroNotesDue2028Memberexch:XNYS2025-07-302025-07-300000049826itw:A2.125EuroNotesdue2030Memberexch:XNYS2025-07-302025-07-300000049826itw:A1.00EuroNotesdue2031Memberexch:XNYS2025-07-302025-07-300000049826itw:A3.375EuroNotesDue2032Memberexch:XNYS2025-07-302025-07-300000049826itw:A3.00EuroNotesdue2034Memberexch:XNYS2025-07-302025-07-30

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549


FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of Earliest Event Reported): July 30, 2025


ILLINOIS TOOL WORKS INC.

(Exact name of registrant as specified in its charter)

Delaware1-479736-1258310 (State or other jurisdiction of incorporation)(Commission File No.)(I.R.S. Employer Identification No.)

155 Harlem AvenueGlenviewIL60025 (Address of principal executive offices)(Zip Code)

Registrant's telephone number, including area code: 847-724-7500

Not Applicable (Former name or former address, if changed since last report.)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading Symbol(s)Name of each exchange on which registered Common StockITWNew York Stock Exchange 0.625% Euro Notes due 2027ITW27New York Stock Exchange 3.250% Euro Notes due 2028ITW28New York Stock Exchange 2.125% Euro Notes due 2030ITW30New York Stock Exchange 1.00% Euro Notes due 2031ITW31New York Stock Exchange 3.375% Euro Notes due 2032ITW32New York Stock Exchange 3.00% Euro Notes due 2034ITW34New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company  ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02    Results of Operations and Financial Condition

On July 30, 2025, Illinois Tool Works Inc. (the "Company") announced its 2025 second quarter results of operations in the press release furnished as Exhibit 99.1.

Non-GAAP Financial Measures

The Company uses free cash flow to measure cash flow generated by operations that is available for dividends, share repurchases, acquisitions and debt repayment. The Company believes this non-GAAP financial measure, along with free cash flow to net income conversion rate, are useful to investors in evaluating the Company’s financial performance and measures the Company's ability to generate cash internally to fund Company initiatives. Free cash flow represents net cash provided by operating activities less additions to plant and equipment. Free cash flow is a measurement that is not the same as net cash flow from operating activities per the statement of cash flows and may not be consistent with similarly titled measures used by other companies. A reconciliation of free cash flow to net cash provided by operating activities is included in the press release furnished as Exhibit 99.1.

The Company uses after-tax return on average invested capital ("After-tax ROIC") to measure the effectiveness of its operations' use of invested capital to generate profits. After-tax ROIC is not defined under U.S. generally accepted accounting principles ("GAAP"). After-tax ROIC is a non-GAAP financial measure that the Company believes is a meaningful metric to investors in evaluating the Company's ability to generate returns from cash invested in its operations and may be different than the method used by other companies to calculate After-tax ROIC. The Company defines After-tax ROIC as operating income after taxes divided by average invested capital, which is annualized when presented in interim periods. Operating income after taxes is a non-GAAP measure consisting of net income before interest expense and other income (expense), on an after-tax basis, which are excluded as they do not represent returns generated by the Company's operat

About Illinois Tool Works Inc. (ITW) Earnings

This page provides Illinois Tool Works Inc. (ITW) earnings call transcripts from SEC 8-K filings along with AI-powered predictions for post-earnings price movements. Our machine learning models analyze historical earnings data, pre-earnings price patterns, volume changes, and volatility to predict 1-day, 5-day, and 20-day returns after each earnings release.

Earnings transcripts are sourced directly from SEC EDGAR filings. Predictions are generated using gradient boosting models trained on ITW's historical earnings reactions. All predicted returns are shown as percentages, and predicted prices are calculated from the closing price at the time of prediction. Past performance does not guarantee future results.

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