Welcome to our dedicated page for ILLINOIS TOOL WORKS 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.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on ILLINOIS TOOL WORKS's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time SEC filing updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into ILLINOIS TOOL WORKS's regulatory disclosures and financial reporting.
Illinois Tool Works Inc. reported the results of its 2026 Annual Meeting of Stockholders. Stockholders elected 13 directors to one-year terms, with each nominee receiving over 222 million votes in favor; the highest support was for Jennifer F. Scanlon with 234,039,003 votes for.
Stockholders approved, on an advisory basis, the compensation of the named executive officers, with 223,001,149 votes for and 10,219,974 against. They also ratified the appointment of Deloitte & Touche LLP as independent registered public accounting firm for 2026, with 245,595,971 votes for.
A non-binding stockholder proposal regarding directors who fail to obtain a majority vote did not pass, receiving 26,694,895 votes for and 206,272,860 against.
Illinois Tool Works reported higher first-quarter 2026 results, with operating revenue of $4,016 million up from $3,839 million and net income of $768 million up from $700 million. Diluted EPS rose to $2.66 from $2.38 as operating margin improved to 25.4% from 24.8%, helped by enterprise initiatives and lower restructuring costs. Cash from operations was $623 million and free cash flow reached $528 million after $95 million of capital spending. The company repurchased 1.4 million shares for $375 million and paid $465 million in dividends, while total debt increased slightly to $9,148 million and cash stood at $827 million. Management reported an after-tax return on average invested capital of 27.1% and maintained strong segment profitability across its seven diversified industrial businesses.
Illinois Tool Works Inc ownership disclosure: Vanguard Capital Management reports beneficial ownership of 20,177,404 shares of Common Stock, representing 7% of the class. The filing states Vanguard has sole dispositive power over 20,177,404 shares and sole voting power over 2,750,184 shares. The filing attributes holdings to Vanguard Capital Management and affiliated Vanguard entities under SEC Release No. 34-39538.
Illinois Tool Works reported first quarter 2026 revenue of $4.02 billion, up 4.6%, with organic growth of 0.4%. GAAP earnings per share rose 12% to $2.66 as operating income increased to $1.02 billion and operating margin expanded 60 basis points to 25.4%.
Free cash flow was $528 million on operating cash flow of $623 million, a 69% conversion of net income. The company repurchased $375 million of its shares and raised full year 2026 GAAP EPS guidance by $0.10 to a range of $11.10 to $11.50, projecting 2–4% revenue growth and operating margin of 26.5–27.5%.
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.