Welcome to our dedicated page for Illinois Tool Wk SEC filings (Ticker: ITW), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to U.S. Securities and Exchange Commission filings for Illinois Tool Works Inc. (ITW), a Delaware-incorporated multi-industrial manufacturing company whose common stock trades on the New York Stock Exchange. These filings include current reports on Form 8-K, annual reports on Form 10-K, quarterly reports on Form 10-Q, and other documents related to ITW’s capital structure and operations.
Recent Form 8-K filings illustrate how ITW uses SEC reports to communicate material information. For example, the company has filed 8-Ks to furnish press releases announcing second and third quarter 2025 results, including revenue, operating income, operating margin, cash flow, and segment performance data. These filings also describe non-GAAP measures such as free cash flow and after-tax return on average invested capital (After-tax ROIC), along with reconciliations and explanations of why ITW considers these metrics useful.
Investors can use ITW’s periodic reports to analyze performance across its seven segments: Automotive OEM, Food Equipment, Test & Measurement and Electronics, Welding, Polymers & Fluids, Construction Products, and Specialty Products. The filings typically provide segment revenue and operating margin information, as well as commentary on factors such as organic growth, foreign currency translation, and product line simplification.
Through this filings page on Stock Titan, users can review ITW’s regulatory disclosures alongside AI-powered summaries that help explain complex sections of lengthy documents. These tools can assist in understanding topics such as ITW’s use of free cash flow for dividends, share repurchases, acquisitions, and debt repayment; its approach to After-tax ROIC; and the financial characteristics of its diversified industrial portfolio.
The Vanguard Group files Amendment No. 11 to Schedule 13G/A reporting it 0% ownership of Illinois Tool Works Inc common stock. The filing states January 12, 2026 internal realignment that caused certain subsidiaries/divisions to report beneficial ownership separately under SEC Release No. 34-39538; as a result, the filer reports 0 shares and 0% of the class with no sole or shared voting or dispositive power.
Illinois Tool Works is asking shareholders to vote at its virtual 2026 annual meeting on May 8, 2026 on four items: election of 13 directors (including new nominee Jennifer Scanlon), advisory approval of executive pay, ratification of Deloitte as auditor, and a non-binding proposal on directors who fail to obtain a majority vote.
In 2025, ITW generated $16 billion in revenue, up 1%, with GAAP EPS of $10.49 (up 3%), a 26.3% operating margin, and 29.3% after-tax ROIC. The company returned $3.3 billion to shareholders through dividends and buybacks, declared dividends of $6.22 per share, and extended its dividend increase streak to 62 years.
Management highlights its 80/20 business model, Customer-Back Innovation and decentralized culture as drivers of above‑market organic growth. Customer-Back Innovation contributed 2.4% to 2025 revenue growth, 40 basis points higher than 2024. Executive pay is heavily performance-based, with about 81% of average total target compensation for named executives tied to incentives and equity, under strong governance features such as stock ownership guidelines, clawbacks, and no option repricing.
ILLINOIS TOOL WORKS INC director updates reported share ownership. David Byron Smith Jr. filed an amended Form 4 to correct how 81,301 shares of common stock are shown. A prior Form 4 correctly reported a transfer of 81,301 shares to his spouse’s individual trust account, but did not show that he indirectly holds these shares through that trust. This amendment now reports the 81,301 shares as an indirect holding by his spouse’s trust, without indicating any new purchase or sale.
Illinois Tool Works Inc. entered into a new $3.0 billion, five-year revolving credit agreement with JPMorgan Chase Bank as Agent and Citibank as Syndication Agent, replacing its prior revolver that was scheduled to terminate on October 21, 2027. As of February 20, 2026, no amounts were outstanding under either the new or old facility.
Borrowings in U.S. dollars may bear interest at a floating base rate, Term SOFR for one, three or six months plus a margin, or a competitive bid rate. For other currencies, borrowing can be tied to a risk-free floating rate plus margin, a benchmark rate, or a competitive bid rate. The applicable margin ranges from 0.625% to 1.00%, with an unused commitment fee between 0.045% and 0.09%, both depending on the company’s credit rating.
The agreement allows the company to request an increase in total commitments up to $5.0 billion, at the lenders’ discretion, and includes customary covenants, representations, events of default, and a minimum interest coverage covenant. The prior credit agreement dated October 21, 2022, as amended, was terminated in connection with this new facility.
Illinois Tool Works executive Javier Gracia Carbonell reported equity compensation and related share movements. On February 12, 2026, performance share units granted in 2023 were certified and converted into 1,883 shares of common stock at an exercise price of $0, increasing his direct holdings to 4,553 shares before tax withholding.
To cover tax obligations, 923 shares of common stock were withheld and disposed of at $298.51 per share, leaving 3,630 shares of common stock directly owned. On February 13, 2026, he also received a grant of employee stock options for 10,120 shares at an exercise price of $299.60 per share, vesting in four equal annual installments beginning one year from the grant date.
Illinois Tool Works Executive Vice President Sharon Szafranski reported equity compensation transactions involving common stock and stock options. On February 12, 2026, she acquired 2,098 shares of common stock at $0 upon settlement of previously granted performance share units and related dividend equivalents, after certification of performance metrics. Of these, 631 shares were disposed of at $298.51 to cover tax obligations, leaving her with 8,663 common shares held directly. On February 13, 2026, she received a grant of 10,120 employee stock options with an exercise price of $299.60 per share, expiring on February 13, 2036. These options vest in four equal annual installments beginning one year from the grant date.
SCHEUNEMAN RANDALL J reported multiple insider transaction types in a Form 4 filing for ITW. The filing lists transactions totaling 5,084 shares at a weighted average price of $298.51 per share. Following the reported transactions, holdings were 3,225 shares.
Illinois Tool Works Executive Vice President Mark A. Thibeault reported equity compensation changes involving company stock. On February 12, 2026, 469 performance share units granted in 2023 were certified and settled into 469 shares of common stock at $0 per share, reflecting achievement of performance metrics. To cover tax obligations from this settlement, 157 shares of common stock were disposed of at $298.51 per share, leaving Thibeault with 593 directly owned common shares.
On February 13, 2026, Thibeault was granted an employee stock option for 6,957 shares of Illinois Tool Works common stock with a $299.6 exercise price. These options vest in four equal annual installments beginning one year from the grant date and expire on February 13, 2036.
SANTI ERNEST SCOTT reported multiple insider transaction types in a Form 4 filing for ITW. The filing lists transactions totaling 23,385 shares at a weighted average price of $298.51 per share. Following the reported transactions, holdings were 268,457 shares.