Illinois Tool Works Posts Higher 4Q Profit, Revenue

By Connor Hart

Illinois Tool Works logged higher profit in the fourth quarter, buoyed by improving margins, while revenue increased.

The industrial-products and equipment maker on Tuesday posted a profit of $790 million, up from $750 million a year ago. Quarterly earnings came in at $2.72 a share, compared with the $2.69 a share that analysts polled by FactSet expected.

Revenue climbed 4.1% to $4.09 billion, just ahead of the $4.07 billion that Wall Street modeled. On an organic basis, revenue ticked up 1.3%.

Chief Executive Christopher O'Herlihy said Illinois Tool Works delivered a solid finish to 2025, and that the company expects to continue outperforming its end markets in the coming year.

"Our results over the past year demonstrate that ITW is well-positioned to deliver solid financial performance in any environment as we consistently exceeded market growth while improving profitability and margins," he said.

For 2026, Illinois Tool Works guided for earnings of $11 to $11.40 a share. Analysts were looking for earnings of $11.19 a share.

Revenue is projected to grow 2% to 4% from a year ago, or between 1% and 3% on an organic basis. Wall Street forecast full-year sales of $16.53 billion, marking a roughly 3% increase from last year.

Write to Connor Hart at connor.hart@wsj.com

(END) Dow Jones Newswires

February 03, 2026 08:37 ET (13:37 GMT)