Illinois Tool Wk Stock Price, News & Analysis

Illinois Tool Works (NYSE: ITW) reported Q3 2025 results: revenue $4.1B (up 2%, organic +1%), GAAP EPS $2.81, and a record operating margin 27.4% (up 90 bps) as enterprise initiatives added 140 bps. Free cash flow was $904M, up 15% with 110% conversion to net income. The company repurchased $375M of stock in the quarter and raised the dividend 7% to an annualized $6.44 (62nd consecutive increase). ITW narrowed full‑year GAAP EPS guidance to $10.40–$10.50, projects revenue growth of 1–3% (organic flat–2%), operating margin of 26–27%, free cash flow ~100% of net income, and plans ~$1.5B in share repurchases for 2025.

Illinois Tool Works (NYSE: ITW) will release its third quarter 2025 results on Friday, October 24, 2025 at 7:00 a.m. CDT, followed by an earnings webcast at 9:00 a.m. CDT.

Investors can join the live webcast via the provided ITW Q3 2025 Earnings Webcast link or dial in 10 minutes early at 1-888-660-6652 (domestic) or 1-646-960-0554 (international) using passcode ITW. Presentation slides and an audio webcast replay will be posted at http://investor.itw.com.

An audio-only replay will be available from October 24 through October 31, 2025 by dialing 1-800-770-2030 (domestic) or 1-609-800-9909 (international) with passcode 2756156.

Miller Electric Mfg. LLC, a subsidiary of ITW, has renewed its partnership with the Susan G. Komen Foundation for Breast Cancer Awareness Month. The company will donate a portion of proceeds from each Burn & Blossom™ helmet sold during October 2025.

The Burn & Blossom helmet, part of the Digital Performance™ Series, features the first female-focused design since 2017. The helmet combines ClearLight™ 4x Advanced Lens Technology with a large 7.2 sq. in. viewing area and AutoSense™ Technology for automatic sensitivity adjustment. The design showcases cherry blossoms symbolizing resilience, growth, and hope.

Miller Electric Mfg. LLC, a subsidiary of Illinois Tool Works (NYSE:ITW), has partnered with Gullco International to launch the Hercules welding automation system at FABTECH 2025 (September 8-11, Chicago). The system integrates Gullco's automation platforms with Miller's power sources, Hobart filler metals, and Tregaskiss MIG gun technology.

The Hercules technology, first introduced in August 2022, utilizes a unique hot-wire technique that preheats the electrode before primary arc initiation, delivering up to 30% higher deposition rates compared to traditional MIG processes. This innovation offers performance comparable to tandem GMAW, twin-arc, and sub-arc welding systems, but with reduced complexity and maintenance requirements.

The system is particularly effective for fixed automation environments, specializing in long, straight welds for heavy equipment, bridge, and tunnel solutions.

Miller Electric Mfg. LLC, an ITW company and leading manufacturer of arc welding equipment, has launched a new line of personal protective equipment (PPE) specifically designed for women in welding and related trades. The collection features tailored jackets in sizes S-2XL made from flame-resistant cotton with adjustable side snaps, and fitted gloves designed with narrower finger widths available in S-XL for both MIG and TIG applications.

This initiative addresses the longstanding issue of women in trades having to rely on standard men's PPE, which often compromises mobility and protection. The new line emphasizes proper fit and functionality, reflecting Miller's commitment to workplace inclusivity and safety.

Miller Electric Mfg. LLC, an ITW (NYSE:ITW) company, has launched the enhanced Millermatic 211 PRO, a professional-grade MIG welder designed for fabrication and automotive industries. The key innovation is its USB-enabled software upgrade capability, allowing the machine to evolve with users' needs over time.

The new model features a 30% duty cycle at 215A/240V, a 15-foot MIG gun with Dinse connections, and streamlined digital parameters with adjustable Auto-Set™ technology. These improvements enable faster setup, extended welding time, and enhanced efficiency for professional welders.

Navan, the all-in-one business travel and expense management platform, has appointed Anré Williams to its Board of Directors. Williams, former CEO of American Express National Bank and Group President of Enterprise Services at American Express, brings over 35 years of executive leadership experience in financial services and business travel.

Williams' appointment strengthens Navan's board as the company continues to innovate in the business travel space through initiatives like Navan Cognition, an advanced AI platform, and the Navan Business Travel Index. He joins board members from Andreessen Horowitz, Zeev Ventures, Lightspeed Venture Partners, and Navan's co-founders.

Illinois Tool Works (NYSE: ITW) announced a significant dividend increase for shareholders. The Board of Directors approved a 7% increase in the quarterly dividend, raising it by $0.11 per share to $1.61 per share for Q3 2025. This increase brings the annual dividend to $6.44 per share.

The Q3 2025 dividend will be paid on October 10, 2025 to shareholders of record as of September 30, 2025.

Illinois Tool Works (NYSE: ITW) reported strong Q2 2025 results with revenue of $4.1 billion, up 1% year-over-year, and a record Q2 GAAP EPS of $2.58. The company achieved an impressive operating margin of 26.3%, supported by enterprise initiatives contributing 130 basis points.

During Q2, ITW generated operating cash flow of $550 million and free cash flow of $449 million, while repurchasing $375 million of its shares. The company has raised and narrowed its full-year 2025 GAAP EPS guidance to $10.35-$10.55 per share, projecting revenue growth of 1-3% and organic growth of 0-2%.