Illinois Tool Works (ITW) earnings for the quarter ended September 2026: EPS beats estimates
Illinois Tool Works reported results for the quarter ended September 2026 on October 27, 2026. Adjusted earnings per share came in at $3.00 against the analysts’ average forecast of $2.97, a beat of 0.9%.
Revenue for the quarter was $4.24 billion, up 4.4% from $4.06 billion in the same quarter a year earlier.
The market’s verdict: the stock fell 0.1% on the first trading day after the report.
The last four quarters
Illinois Tool Works has beaten the analysts’ EPS forecast in 4 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $3.00 | $2.97 | +0.9% | +4% | −0.1% |
| Jun 2026 | $2.84 | $2.80 | +1.5% | +6% | +2.7% |
| Mar 2026 | $2.66 | $2.56 | +3.7% | +5% | −3.8% |
| Dec 2025 | $2.72 | $2.69 | +1.2% | +4% | +9.3% |
What comes next
Analysts expect EPS of $3.00 for the next quarter on average and $11.49 for the fiscal year ending December 31, 2026.
The average analyst price target is $294.14, 2% above the current price of $287.52.
Valuation and score
Illinois Tool Works scores 2.2 out of 5 overall on Stock Analiz (average), trades at a trailing P/E of about 25.6, and its intrinsic value under moderate assumptions is about 30% below the current market value. Full Illinois Tool Works analysis with 10 years of financials
Frequently asked questions
What was Illinois Tool Works’s EPS for the quarter ended September 2026?
$3.00 adjusted per share, against an analyst consensus of $2.97.
How much revenue did Illinois Tool Works report?
$4.24 billion, up 4.4% year over year.
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This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.