Illinois Tool Works Set to Announce Q4 Earnings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 02 2026
0mins
Should l Buy ITW?
Source: seekingalpha
- Earnings Announcement Date: Illinois Tool Works (ITW) is scheduled to release its Q4 earnings on February 3rd before market open, with consensus EPS estimate at $2.69 and revenue estimate at $4.06 billion, reflecting a 3.3% year-over-year growth.
- Performance Expectations: Over the past year, ITW has beaten EPS estimates 75% of the time, yet has not met revenue expectations, indicating volatility in the company's profitability.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen one upward revision and three downward revisions, while revenue estimates have experienced two upward revisions and five downward revisions, reflecting market caution regarding the company's future performance.
- Macro Economic Impact: As macroeconomic headwinds ease, ITW's growth acceleration, fading PLS drag, and strengthened self-help initiatives may provide support for the company's future performance.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy ITW?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on ITW
Wall Street analysts forecast ITW stock price to fall
8 Analyst Rating
1 Buy
4 Hold
3 Sell
Hold
Current: 298.510
Low
230.00
Averages
258.13
High
275.00
Current: 298.510
Low
230.00
Averages
258.13
High
275.00
About ITW
Illinois Tool Works Inc. is a global manufacturer of a diversified range of industrial products and equipment. The Company's segments include Automotive OEM; Food Equipment; Test & Measurement and Electronics; Welding; Polymers & Fluids; Construction Products, and Specialty Products. The Automotive OEM segment produces components and fasteners for automotive-related applications. The Food Equipment segment produces warewashing equipment, cooking equipment, refrigeration equipment, food processing equipment, ventilation and pollution control systems, and others. Its Welding segment produces arc welding equipment and metal arc welding consumables and related accessories. The Construction segment is a supplier of engineered fastening systems and solutions. The Specialty Products segment includes conveyor systems and line automation for the food and beverage industries; plastic consumables such as multipack cans and bottles and related equipment; components for medical devices, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Three Industrial Stocks Reaching Record Highs
Market Trends: The S&P 500 is experiencing fluctuations around the 7,000 level, with some sectors, particularly industrials, breaking out and reaching new all-time highs, while previously beaten-down stocks are gaining momentum.
Industrial Sector Performance: The industrial sector is showing signs of recovery, with companies benefiting from recent Federal Reserve rate cuts and improved manufacturing metrics, indicating potential for a new growth phase.
Company Highlights: Illinois Tool Works and Deere & Company are among the firms reporting strong earnings and growth, with Illinois Tool Works focusing on high-value clients and Deere leveraging automation in agriculture to enhance margins.
Investment Recommendations: Analysts are identifying five stocks as top picks for investors, suggesting that these companies are well-positioned for growth and should be considered for investment before broader market trends catch up.
See More
Illinois Tool Works Inc. Declares Quarterly Dividend of $1.61
- Quarterly Dividend Announcement: Illinois Tool Works Inc. declares a quarterly dividend of $1.61 per share, consistent with previous distributions, indicating stable cash flow and profitability, which is expected to bolster investor confidence.
- Dividend Yield: The forward yield stands at 2.13%, reflecting the company's attractiveness in the current economic climate, potentially drawing in more investors seeking stable returns.
- Record Date for Shareholders: The dividend will be payable on April 9, with a record date of March 31 and an ex-dividend date also on March 31, ensuring eligible shareholders receive their dividends promptly.
- Future Outlook: The company targets an EPS of $11.20 by 2026 and aims for a 100 basis point margin expansion, indicating a positive outlook driven by cyclical recovery and structural growth improvements.
See More
Analysis of QUAL's 52-Week High and Low Points
- Price Fluctuation Analysis: QUAL's 52-week low is $148.34 and high is $205.48, with the latest trade at $203.90, indicating the stock is nearing its high point, potentially attracting investor interest.
- Technical Analysis Tool: Comparing the latest share price to the 200-day moving average can provide valuable technical insights for investors, aiding in trend assessment.
- ETF Trading Mechanism: Exchange-traded funds (ETFs) trade like stocks, where investors buy and sell 'units' that can be created or destroyed based on demand, impacting the underlying holdings of the ETF.
- Liquidity Monitoring: Weekly monitoring of changes in shares outstanding for ETFs highlights significant inflows or outflows, where inflows necessitate purchasing underlying assets, while outflows may lead to selling, thus affecting individual stock performance.
See More
Capital Group Identifies Attractive Dividend Stock Opportunities
- Dividend Stock Appeal: Christopher Buchbinder from Capital Group highlights the attractiveness of dividend stocks, particularly those rated investment grade with a long history of income payments, which has allowed the CGDV fund to outperform the S&P 500 in down markets.
- Tech Sector Allocation: As of January 31, 26.8% of CGDV's assets are allocated to information technology, particularly semiconductor companies, reflecting the team's confidence in a sustainable AI investment cycle, with expectations that AI will dramatically change lives over the next 5-10 years.
- Energy Sector Opportunities: Although energy comprises only 6.4% of CGDV's portfolio, Buchbinder sees an upcycle in the oil field services sector over the next few years, particularly with Halliburton's collaboration with VoltaGrid to manufacture power systems for AI data centers, indicating long-term growth potential.
- Healthcare Investment: CGDV's largest healthcare holding is Eli Lilly at 3.86%, with Buchbinder believing that the long-term trend of GLP-1 drugs will transform the healthcare landscape in the U.S., positioning Eli Lilly as the market leader while awaiting FDA approval for its oral GLP-1 drug.
See More
Miller Launches New Venture 150 T Welder
- Product Innovation: Miller Electric has launched the Venture 150 T welder, a battery-powered TIG welder designed for high-quality welding, capable of delivering clean and aesthetically pleasing welds in power-limited environments, catering to industries with stringent requirements like food-grade and pharmaceutical piping.
- Enhanced Portability: Weighing only 27 pounds, the Venture 150 T is easy to transport to hard-to-reach job sites, allowing welders to operate without relying on generators or external outlets, significantly improving efficiency and flexibility in various applications.
- Battery System Advantage: The welder features swappable welding batteries, enabling users to weld all day by using one battery while the other charges, ensuring continuous uptime and reliable output without dependence on external power sources.
- Market Positioning: The introduction of the Venture 150 T expands the product line of the Venture series, offering flexible choices between TIG and stick welding, which helps welders maintain high efficiency across different needs, further solidifying Miller's leadership in the welding equipment market.
See More
Miller Electric Launches New Battery-Powered Welder
- Product Launch: Miller Electric has introduced the Venture™ 150 T, a battery-powered TIG welder designed for high-quality welding in power-limited environments, enhancing flexibility and efficiency for welders.
- Efficient Welding Solutions: The Venture 150 T joins the Venture 150 S in a series of portable battery-powered welding solutions aimed at helping professionals increase efficiency and reduce downtime across various industries.
- All-Day Usability: This welder features two swappable batteries, allowing users to weld with one battery while the other charges, significantly improving operational continuity and enabling all-day welding capabilities.
- Market Positioning and Strategic Importance: Miller Electric aims to eliminate barriers faced by welders, and the introduction of the Venture 150 T not only enhances welding precision but also instills confidence in welders working in environments lacking reliable power, further solidifying its leadership in the welding equipment market.
See More
Three Industrial Stocks Reaching Record Highs
Market Trends: The S&P 500 is experiencing fluctuations around the 7,000 level, with some sectors, particularly industrials, breaking out and reaching new all-time highs, while previously beaten-down stocks are gaining momentum.
Industrial Sector Performance: The industrial sector is showing signs of recovery, with companies benefiting from recent Federal Reserve rate cuts and improved manufacturing metrics, indicating potential for a new growth phase.
Company Highlights: Illinois Tool Works and Deere & Company are among the firms reporting strong earnings and growth, with Illinois Tool Works focusing on high-value clients and Deere leveraging automation in agriculture to enhance margins.
Investment Recommendations: Analysts are identifying five stocks as top picks for investors, suggesting that these companies are well-positioned for growth and should be considered for investment before broader market trends catch up.
See More
Illinois Tool Works Inc. Declares Quarterly Dividend of $1.61
- Quarterly Dividend Announcement: Illinois Tool Works Inc. declares a quarterly dividend of $1.61 per share, consistent with previous distributions, indicating stable cash flow and profitability, which is expected to bolster investor confidence.
- Dividend Yield: The forward yield stands at 2.13%, reflecting the company's attractiveness in the current economic climate, potentially drawing in more investors seeking stable returns.
- Record Date for Shareholders: The dividend will be payable on April 9, with a record date of March 31 and an ex-dividend date also on March 31, ensuring eligible shareholders receive their dividends promptly.
- Future Outlook: The company targets an EPS of $11.20 by 2026 and aims for a 100 basis point margin expansion, indicating a positive outlook driven by cyclical recovery and structural growth improvements.
See More
Analysis of QUAL's 52-Week High and Low Points
- Price Fluctuation Analysis: QUAL's 52-week low is $148.34 and high is $205.48, with the latest trade at $203.90, indicating the stock is nearing its high point, potentially attracting investor interest.
- Technical Analysis Tool: Comparing the latest share price to the 200-day moving average can provide valuable technical insights for investors, aiding in trend assessment.
- ETF Trading Mechanism: Exchange-traded funds (ETFs) trade like stocks, where investors buy and sell 'units' that can be created or destroyed based on demand, impacting the underlying holdings of the ETF.
- Liquidity Monitoring: Weekly monitoring of changes in shares outstanding for ETFs highlights significant inflows or outflows, where inflows necessitate purchasing underlying assets, while outflows may lead to selling, thus affecting individual stock performance.
See More
Capital Group Identifies Attractive Dividend Stock Opportunities
- Dividend Stock Appeal: Christopher Buchbinder from Capital Group highlights the attractiveness of dividend stocks, particularly those rated investment grade with a long history of income payments, which has allowed the CGDV fund to outperform the S&P 500 in down markets.
- Tech Sector Allocation: As of January 31, 26.8% of CGDV's assets are allocated to information technology, particularly semiconductor companies, reflecting the team's confidence in a sustainable AI investment cycle, with expectations that AI will dramatically change lives over the next 5-10 years.
- Energy Sector Opportunities: Although energy comprises only 6.4% of CGDV's portfolio, Buchbinder sees an upcycle in the oil field services sector over the next few years, particularly with Halliburton's collaboration with VoltaGrid to manufacture power systems for AI data centers, indicating long-term growth potential.
- Healthcare Investment: CGDV's largest healthcare holding is Eli Lilly at 3.86%, with Buchbinder believing that the long-term trend of GLP-1 drugs will transform the healthcare landscape in the U.S., positioning Eli Lilly as the market leader while awaiting FDA approval for its oral GLP-1 drug.
See More
Miller Launches New Venture 150 T Welder
- Product Innovation: Miller Electric has launched the Venture 150 T welder, a battery-powered TIG welder designed for high-quality welding, capable of delivering clean and aesthetically pleasing welds in power-limited environments, catering to industries with stringent requirements like food-grade and pharmaceutical piping.
- Enhanced Portability: Weighing only 27 pounds, the Venture 150 T is easy to transport to hard-to-reach job sites, allowing welders to operate without relying on generators or external outlets, significantly improving efficiency and flexibility in various applications.
- Battery System Advantage: The welder features swappable welding batteries, enabling users to weld all day by using one battery while the other charges, ensuring continuous uptime and reliable output without dependence on external power sources.
- Market Positioning: The introduction of the Venture 150 T expands the product line of the Venture series, offering flexible choices between TIG and stick welding, which helps welders maintain high efficiency across different needs, further solidifying Miller's leadership in the welding equipment market.
See More
Miller Electric Launches New Battery-Powered Welder
- Product Launch: Miller Electric has introduced the Venture™ 150 T, a battery-powered TIG welder designed for high-quality welding in power-limited environments, enhancing flexibility and efficiency for welders.
- Efficient Welding Solutions: The Venture 150 T joins the Venture 150 S in a series of portable battery-powered welding solutions aimed at helping professionals increase efficiency and reduce downtime across various industries.
- All-Day Usability: This welder features two swappable batteries, allowing users to weld with one battery while the other charges, significantly improving operational continuity and enabling all-day welding capabilities.
- Market Positioning and Strategic Importance: Miller Electric aims to eliminate barriers faced by welders, and the introduction of the Venture 150 T not only enhances welding precision but also instills confidence in welders working in environments lacking reliable power, further solidifying its leadership in the welding equipment market.
See More
