Illinois Tool Works Inc. Q3 2025 Earnings Recap

ITW Q3 2025 October 25, 2025

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ITW delivered strong operational results for Q3 2025, with revenue up 3% and record operating income of $1.1 billion, despite a challenging demand environment.

Earnings Per Share Beat

$2.81 vs $2.75 est.

+2.2% surprise

Revenue Miss

4059000000 vs 4078569910 est.

-0.5% surprise

Market Reaction

1-Day -0.78%

5-Day -1.89%

30-Day +0.48%

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Key Takeaways

Achieved GAAP EPS of $2.81, marking a 6% year-over-year increase, supported by effective pricing and cost management strategies.
Organic revenue growth improved to 1%, with a notable 7% growth in the Asia Pacific region, including 10% growth in China.
Operating margin expanded by 90 basis points to 27.4%, driven by successful enterprise initiatives contributing 140 basis points.
Free cash flow increased by 15% to over $900 million, with a strong conversion rate of 110%.
Announced a 7% increase in dividends, marking the 62nd consecutive dividend hike and reflecting ITW's long-term commitment to shareholder returns.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit ITW on AllInvestView.

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