Illinois Tool Works Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
7.5%projected annual EPS growth
Analyst Coverage
14analysts covering
FY Revenue (est.)
$16.8Bnext fiscal year
FY EPS (est.)
$11.45next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 27 Oct 2026 |
Monitoring Framework
Key Performance Indicators
Organic Revenue Growth Quarterly4.5%Target: 3% to 4% for FY 2026
Operating Margin Quarterly26.7%Target: 26.5% to 27.5% for FY 2026
Customer-Back Innovation (CBI) Contribution to Revenue Growth Annually3.0%Target: Consistent above-market organic growth contribution
Watch Items
- Price-Cost Timing LagsTrigger: 40 basis points headwind in Q2 2026Action: Monitor sequential improvement to ~30 bps in Q3 and ~20 bps in Q4 as price-cost pressures ease.
- CapEx-Related Segment DemandTrigger: Welding organic growth at +14% and Test & Measurement/Electronics at +10% in Q2 2026Action: Track sustainability of industrial capital spending and semiconductor/PCB assembly end markets.
Research as of 2 Sep 2026