Illinois Tool Works's results for Q3 2026 (ended Sep 30, 2026) come from the company's own earnings release, filed with the SEC on 2026-10-27. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.
At a glance
| Item | Value |
|---|---|
| Revenue (GAAP) | $4,236 million (+4.4% vs a year earlier) |
| Diluted EPS (GAAP) | $3.00 |
| Full-year guidance | Raised |
Guidance
ITW raised 2026 GAAP EPS guidance to $11.45–11.55 (+$0.05 at midpoint), raised revenue growth to 4.5–5.5%, and reaffirmed 3–4% organic growth.
Why this label: 'raising its full year 2026 GAAP EPS guidance by $0.05 at the midpoint' and 'raising revenue growth guidance'; organic growth reaffirmed.
| Metric | Period | New | Prior (as stated in the release) |
|---|---|---|---|
| GAAP EPS | FY2026 | $11.45–11.55 | not stated |
| total revenue growth | FY2026 | 4.5%–5.5% | not stated |
| organic revenue growth | FY2026 | 3%–4% | 3%–4% |
| operating margin | FY2026 | 26.5%–27.5% | not stated |
| free cash flow conversion; share repurchases | FY2026 | ~100% of net income; ~$1.5 billion buybacks | not stated |
From the release
Revenue: "Operating Revenue · $ · 4,236 · $ · 4,059"
Earnings per share: "GAAP EPS grew 6.8 percent to $3.00"
GAAP EPS: "ITW is raising its full year 2026 GAAP EPS guidance by $0.05 at the midpoint to a narrowed range of $11.45 to $11.55 per share"
total revenue growth: "the company is raising revenue growth guidance to 4.5 to 5.5 percent"
organic revenue growth: "reaffirming its organic growth guidance of 3 to 4 percent"
Quotes are copied from the filing; in table rows, cell borders are shown as “·”.
Key fact: Raised 2026 GAAP EPS guidance by $0.05 at midpoint to $11.45–$11.55.
Source
Illinois Tool Works earnings release (SEC filing), accession 0000049826-26-000057, filed 2026-10-27.
Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.