ITW

3M Company MMM is scheduled to release second-quarter 2026 results on July 21, before market open.The Zacks Consensus Estimate for MMM’s second-quarter revenues is pegged at $6.38 billion, indicating growth of 3.6% from the prior-year quarter’s figure. The consensus mark for earnings is pinned at $2.27 per share, which increased 1.3% in the past 60 days. The figure indicates growth of 5.1% from the year-ago quarter's figure.The company delivered better-than-expected results in each of the trailing four quarters, the earnings surprise being 4.6% on average. In the last reported quarter, its earnings of $2.14 per share beat the consensus estimate of $2.02 by 5.9%.Let’s see how things have shaped up for 3M this earnings season. 3M’s Safety and Industrial segment’s results are expected to perform well, driven by strength across personal safety, industrial adhesives and tapes, abrasives and electrical markets. Stable demand for electrical infrastructure products like medium voltage cable accessories and insulation tapes is likely to have been a tailwind as well. The Zacks Consensus Estimate for the segment’s second-quarter revenues is pegged at $3.03 billion, indicating approximately a 6.1% increase from the year-ago number.Solid momentum in the aerospace and defense, commercial branding and automotive markets is likely to have supported 3M‘s Transportation and Electronics segment’s performance. Also, strength in the commercial branding and automotive markets, driven by demand for new products and expanding sales coverage, is proving beneficial for the segment as well.Healthy demand across the home and auto care business is expected to have benefited the Consumer segment’s performance in the second quarter. The Zacks Consensus Estimate for revenues from the Consumer segment is pegged at $1.29 billion, indicating an increase of 1.4% year over year. However, persistent weakness in the packaging and expression and home improvement businesses is likely to mar the segment’s results.Nevertheless, 3M has undertaken structural reorganization actions that include streamlining its geographic footprint, simplifying the supply chain and optimizing manufacturing operations. These actions are expected to have supported margins in the to-be-reported quarter.However, MMM’s performance has been negatively impacted by high costs and expenses. The company’s solid investments in res...

Alcoa Corporation AA is likely to register an increase in the top line from last year’s quarterly reading when it reports second-quarter 2026 earnings on July 16, after market close. The Zacks Consensus Estimate for revenues is pegged at $3.93 billion, indicating an increase of 30.2% from the prior-year’s quarterly figure.The bottom line of this leading producer of bauxite, alumina and aluminum products is also expected to have increased from the earlier year’s quarterly figure. Over the past 30 days, the consensus estimate for earnings per share grew 3%. The figure indicates a surge of 518% from last year’s quarterly level.The company has a trailing four-quarter earnings surprise of 35.3%, on average, beating estimates all through. Healthy demand across packaging, electrical and transportation end markets is expected to have benefited Alcoa’s Aluminum segment in the second quarter of 2026. Also, the restart of the San Ciprián smelter in Spain, Alumar in Brazil and Lista in Norway is likely to have aided the segment’s sales.For the second quarter, the Zacks Consensus Estimate for the Aluminum segment’s total sales is pegged at $3.34 billion, indicating a 70.4% rise from the year-ago reported number.Alcoa’s Alumina segment is expected to have benefited from higher alumina shipments driven by the restart of the San Ciprián smelter. However, the segment’s results are expected to put up a weak show due to shipment delays in Australia arising from the Middle East war and Cyclone Narelle. The consensus mark for the Alumina segment’s third-party sales is pegged at $490 million, implying a 41.9% decrease from the year-ago number. The consensus mark for the Alumina segment’s total sales is pegged at $976 million, indicating a 35.7% decline from the year-ago number.Nevertheless, synergistic gains from partnerships and acquisitions made by the company are expected to have boosted revenues. In March 2025, Alcoa and IGNIS EQT entered into a joint venture agreement. Under the agreement, AA owns 75% of the equity and continues to operate the San Ciprián production site. In August 2024, Alcoa acquired Alumina Limited. This acquisition bolstered its position as a pure-play and upstream aluminum company worldwide.However, the escalating cost of sales due to higher input costs poses a threat to Alcoa’s bottom line.Given the company’s extensive geographic presence, its operatio...

Cintas Corporation CTAS is scheduled to release fourth-quarter fiscal 2026 (ended May 2026) results on July 15, before market open.The Zacks Consensus Estimate for CTAS’ fiscal fourth-quarter revenues is pegged at $2.88 billion, indicating growth of 7.8% from the prior-year quarter’s figure. The consensus mark for earnings is pinned at $1.24 per share, which has been stable in the past 60 days. The figure indicates growth of 13.8% from the year-ago quarter's figure.The company has a stellar earnings surprise history, having outperformed the consensus estimate in each of the preceding four quarters, the average beat being 1.3%. In the last reported quarter, its earnings of $1.24 per share beat the consensus estimate of $1.23 by 0.8%.Let’s see how things have shaped up before Cintas’ fiscal fourth-quarter earnings release. Strong customer retention and penetration of additional products and services into existing customers are expected to have driven the Uniform Rental and Facility Services segment’s performance in the fiscal fourth quarter. The Zacks Consensus Estimate for the segment’s revenues is pegged at $2.17 billion, indicating a 7% jump from the year-ago reported number.Solid demand for the company’s AED Rentals is likely to have supported the performance of the First Aid and Safety Services segment. Also, strong customer retention levels and an improved sales mix are likely to have boded well for the segment. The consensus mark for the segment’s revenues is pegged at $358 million, which implies a 10.5% increase from the year-ago reported figure.Also, synergistic gains from the acquisitions of Paris Uniform Services (March 2024) and SITEX (February 2024) are expected to have boosted Cintas’ top line in the to-be-reported quarter. While the Paris Uniform Services buyout has strengthened CTAS’ market presence in Pennsylvania, New York, Maryland and West Virginia, the SITEX acquisition has enhanced its footprint in the U.S. central Midwest region.However, the escalating selling, general and administrative (SG&A) expenses pose a threat to CTAS’ bottom line. Increase in employee-partner related expensesare expected to have pushed up the SG&A expenses, which are likely to have impacted the company’s margins in the fiscal fourth quarter.Given Cintas’ extensive geographic presence, its operations are subject to global political risks and foreign exchange headw...

GLENVIEW, Ill., July 08, 2026 (GLOBE NEWSWIRE) -- Illinois Tool Works Inc. (NYSE: ITW) will issue its second quarter 2026 results on Tuesday, July 28, 2026, at 7:00 a.m. CDT. Following the release, ITW will hold its second quarter 2026 earnings webcast at 9:00 a.m. CDT. To access the webcast for the event, please click on the following link:ITW Q2 2026 Earnings Webcast If you are a participant on the conference call, please dial 1-833-461-5787 (domestic) or 1-585-542-9983 (international) 10 minutes prior to the 9:00 a.m. CDT start time. The meeting id is 826217805. Following the webcast, presentation materials and an audio webcast replay will be available at http://investor.itw.com. About Illinois Tool Works ITW (NYSE: ITW) is a Fortune 300 global multi-industrial manufacturing leader with revenue of $16 billion in 2025. The company’s seven industry-leading segments leverage the unique ITW Business Model to drive solid growth with best-in-class margins and returns in markets where highly innovative, customer-focused solutions are required. ITW’s approximately 43,000 dedicated colleagues around the world thrive in the company’s decentralized and entrepreneurial culture. www.itw.com. Investor Relations & CommunicationsErin LinnihanTel: [email protected] | [email protected]

With a market cap of $78.9 billion, Illinois Tool Works Inc. (ITW) is a global multi-industrial manufacturing company, recognized for delivering innovative, customer-focused solutions across seven industry-leading business segments. Guided by the ITW Business Model, the company empowers approximately 43,000 employees worldwide to drive sustainable growth, industry-leading margins, and strong returns through its decentralized and entrepreneurial culture. The Glenview, Illinois-based company is expected to release its fiscal Q2 2026 results soon. Ahead of this event, analysts project Illinois Tool Works to report an EPS of $2.80, an 8.5% rise from $2.58 in the year-ago quarter. It has exceeded Wall Street's bottom-line estimates in each of the last four quarters. Broadcom’s Largest AI Customer Is Fleeing to MediaTek. AVGO Stock Is Still a Buy. Nasdaq Futures Plunge as Samsung Sparks Chip Selloff Mark Cuban Asks What If You Didn’t Need Health Insurance — And Hospitals Just Treated You, Then Took 10% of Your Pay? Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, analysis, and headlines. For fiscal 2026, analysts forecast the equipment manufacturer to report EPS of $11.37, up 8.4% from $10.49 in fiscal 2025. ITW stock has risen 7.1% over the past 52 weeks, lagging behind the broader S&P 500 Index's ($SPX) 20.7% return and the State Street Industrial Select Sector SPDR ETF's (XLI) 22.2% gain over the same period. Illinois Tool Works reported stronger-than-expected Q1 2026 results on Apr. 30, with revenue increasing 5% to $4.02 billion, EPS rising 12% to $2.66, and operating margin expanding 60 basis points to 25.4%, supported by a 120-basis-point contribution from enterprise initiatives. Additionally, ITW raised its full-year 2026 EPS guidance to a range of $11.10 - $11.50. However, the stock fell 2.9% on that day. Analysts' consensus view on ITW stock is cautious, with an overall "Hold" rating. Among 17 analysts covering the stock, two suggest a "Strong Buy," 10 give a "Hold," and five have a "Strong Sell." The average analyst price target is $279.56, indicating a potential upside of 2.6% from the current levels. On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely fo...

Let’s dig into the relative performance of Illinois Tool Works (NYSE:ITW) and its peers as we unravel the now-completed Q1 general industrial machinery earnings season. Automation that increases efficiency and connected equipment that collects analyzable data have been trending, creating new demand for general industrial machinery companies. Those who innovate and create digitized solutions can spur sales and speed up replacement cycles, but all general industrial machinery companies are still at the whim of economic cycles. Consumer spending and interest rates, for example, can greatly impact the industrial production that drives demand for these companies’ offerings. The 14 general industrial machinery stocks we track reported a strong Q1. As a group, revenues beat analysts’ consensus estimates by 3.3% while next quarter’s revenue guidance was 1.6% above. Thankfully, share prices of the companies have been resilient as they are up 8.7% on average since the latest earnings results. Founded by Byron Smith, an investor who held over 100 patents, Illinois Tool Works (NYSE:ITW) manufactures engineered components and specialized equipment for numerous industries. Illinois Tool Works reported revenues of $4.02 billion, up 4.6% year on year. This print was in line with analysts’ expectations, but overall, it was a mixed quarter for the company with a beat of analysts’ EPS estimates but a slight miss of analysts’ organic revenue estimates. “ITW delivered a solid start to the year, marked by five percent revenue growth, margin expansion of 60 basis points to 25.4 percent, and a 12 percent increase in GAAP earnings per share to $2.66. Positive demand trends continued in our capex-related segments, led by Welding and Test & Measurement and Electronics, which delivered organic growth of six percent and five percent, respectively, this quarter,” said Christopher A. O’Herlihy, President and Chief Executive Officer. The market seems disappointed with the results as the stock is down 1% since reporting and currently trades at $263.01. Read our full report on Illinois Tool Works here, it’s free. Founded in 1895, Albany (NYSE:AIN) is a global textiles and materials processing company, specializing in machine clothing for paper mills and engineered composite structures for aerospace and other industries. Albany reported revenues of $311.3 million, up 7.8% year on year, outper...

GLENVIEW, Ill., May 08, 2026 (GLOBE NEWSWIRE) -- The Board of Directors of Illinois Tool Works Inc. (NYSE: ITW) declared a dividend on the company's common stock of $1.61 per share for the second quarter of 2026. The dividend equates to $6.44 per share on a full-year basis. The dividend will be paid on July 10, 2026 to shareholders of record as of June 30, 2026. About Illinois Tool Works ITW (NYSE: ITW) is a Fortune 300 global multi-industrial manufacturing leader with revenue of $16 billion in 2025. The company’s seven industry-leading segments leverage the unique ITW Business Model to drive solid growth with best-in-class margins and returns in markets where highly innovative, customer-focused solutions are required. ITW’s approximately 43,000 dedicated colleagues around the world thrive in the company’s decentralized and entrepreneurial culture. www.itw.com. Investor Relations & Media Contact: Erin Linnihan Tel: 224.661.7431 [email protected] | [email protected]

Shareholders might have noticed that Illinois Tool Works Inc. (NYSE:ITW) filed its first-quarter result this time last week. The early response was not positive, with shares down 5.1% to US$255 in the past week. The result was positive overall - although revenues of US$4.0b were in line with what the analysts predicted, Illinois Tool Works surprised by delivering a statutory profit of US$2.66 per share, modestly greater than expected. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. After the latest results, the 15 analysts covering Illinois Tool Works are now predicting revenues of US$16.6b in 2026. If met, this would reflect a satisfactory 2.3% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to rise 3.9% to US$11.30. Before this earnings report, the analysts had been forecasting revenues of US$16.6b and earnings per share (EPS) of US$11.27 in 2026. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results. Check out our latest analysis for Illinois Tool Works It will come as no surprise then, to learn that the consensus price target is largely unchanged at US$276. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. Currently, the most bullish analyst values Illinois Tool Works at US$310 per share, while the most bearish prices it at US$219. These price targets show that analysts do have some differing views on the business, but the estimates do not vary enough to suggest to us that some are betting on wild success or utter failure. Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. The period to the end of 2026 brings more of the same, according to th...

Illinois Tool Works reported a “solid” Q1 with revenue up about 5%, GAAP EPS rising 12% to $1.66, operating margin expanding 60 basis points to 25.4%, and it raised full-year GAAP EPS guidance by $0.10 to $11.10–$11.50 (midpoint $11.30, ~8% y/y). Management said enterprise initiatives (strategic sourcing, 80/20) were the primary driver of margin expansion, contributing 120 basis points in Q1 and on track for an ~100-bp full-year benefit “independent of volume,” with incremental margins near 40% and expected to improve. CapEx- and semiconductor-related segments led growth—Test & Measurement up 10% (organic 5%) and Welding up 7% (organic 6%), with semi-related businesses growing >15%—while free cash flow rose 6%, ITW repurchased $375M in Q1 and plans about $1.5B of buybacks for 2026. Interested in Illinois Tool Works Inc.? Here are five stocks we like better. 3 Industrial Stocks Making New All-Time Highs Illinois Tool Works (NYSE:ITW) reported first-quarter 2026 results that management said were in line with expectations, supported by margin expansion and strengthening demand in several capital-expenditure-related markets. President and CEO Chris O’Herlihy said the company delivered a “solid start to the year,” with revenue growth of 5% and a 12% increase in GAAP earnings per share to $1.66. Operating margin expanded 60 basis points to 25.4% in the quarter, which O’Herlihy attributed to “disciplined operational execution” and enterprise initiatives. The company also raised its full-year GAAP EPS guidance by $0.10, while keeping its organic growth outlook unchanged. → Corning Beats Q1 Estimates but Drops 9% on Guidance Miss Boring is Beautiful, Illinois Tool Works Stock Fits the Bill Senior Vice President and CFO Michael Larsen said first-quarter revenue increased 4.6%, driven by 0.4% organic growth, 3.9% from foreign currency translation, and 0.3% from an acquisition. Larsen noted that product line simplification (PLS) actions and delayed Middle East sales reduced organic growth by about one percentage point. He added that ITW’s annual sales to the Middle East are approximately $100 million, or less than 1% of total annual sales. On profitability, Larsen said enterprise initiatives contributed 120 basis points to operating margin in the quarter. Incremental margins were approximately 40% and are expected to increase as the year progresses. Free cash flow rose...

Illinois Tool Works Inc. ITW reported first-quarter 2026 adjusted earnings of $2.66 per share, which surpassed the Zacks Consensus Estimate of $2.55. Earnings increased 12% year over year. Illinois Tool’s revenues of $4.02 billion beat the consensus estimate of $4.00 billion. The top line increased 5% year over year, driven by a favorable foreign currency translation of 3.9%. Organic sales increased 0.4% in the quarter, while acquisitions had a favorable impact of 0.3%. Test & Measurement and Electronics’ revenues were $715 million, up 9.6% year over year. Our estimate for segmental revenues was $681.8 million. Revenues from Automotive Original Equipment Manufacturer increased 4.4% year over year to $820 million. Our estimate for segmental revenues was $812.1 million. Food Equipment generated revenues of $637 million, up 1.7% year over year. Our estimate for segmental revenues was $651.0 million. Welding revenues were $507 million, up 7.3% year over year. Our estimate for segmental revenues was $497.3 million. Construction Products’ revenues were up 3.4% year over year to $458 million. Our estimate for segmental revenues was $441.7 million. Revenues of $431 million from Specialty Products reflected a decrease of 1% year over year. Our estimate for segmental revenues was $449.6 million. Polymers & Fluids’ revenues of $452 million increased 5.4% year over year. Our estimate for segmental revenues was $446.3 million. Illinois Tool Works Inc. price-consensus-eps-surprise-chart | Illinois Tool Works Inc. Quote Illinois Tool’s cost of sales increased 4.4% year over year to $2.26 billion. Selling, administrative and research and development expenses increased 2.3% year over year to $722 million. The operating margin was 25.4%, up 60 basis points (bps) from the year-ago quarter. Enterprise initiatives contributed 120 bps to the operating margin. At the end of the first quarter, Illinois Tool had cash and equivalents of $827 million compared with $851 million at the end of December 2025. Long-term debt was $6.60 billion compared with $6.68 billion at the end of December 2025. In the first three months of 2026, Illinois Tool generated net cash of $623 million from operating activities, reflecting an increase of 5.2% from the year-ago number. Capital spending on the purchase of plant and equipment was $95 million, down 1% year over year. Free cash flow was $528 million...

Performance was characterized by a 'tale of two markets,' where strong demand in CapEx-related segments like Welding and Test & Measurement offset challenges in consumer-facing businesses. The company achieved 60 basis points of margin expansion primarily through Enterprise Initiatives, which contributed 120 basis points to the bottom line, neutralizing volume-related pressures. Management attributed the 5% organic growth in Test & Measurement and Electronics to 'green shoots' evolving into a sustainable recovery, particularly within semiconductor-related end markets. Organic growth in Welding (up 6%) was driven by broad-based strength across both industrial and commercial platforms, supported by a robust new product pipeline. In Automotive OEM, the company maintained its strategy of outperforming global builds by 200 to 300 basis points, despite a significant 10% decline in China's automotive production during the quarter. The Customer-Backed Innovation (CBI) agenda is being positioned as the primary engine for long-term growth, with a strategic goal to deliver 3% plus CBI contribution to revenue by 2030. Full-year GAAP EPS guidance was raised by $0.10 to a midpoint of $11.30, primarily reflecting a lower projected effective tax rate of 23% to 24%. Management maintains an organic growth projection of 1% to 3%, based on current demand levels adjusted for seasonality, while noting that recent order rates in Welding and Test & Measurement exceed current organic growth. Operating margin is expected to expand by approximately 100 basis points for the full year, powered by Enterprise Initiatives and improving operating leverage in the second half. The company projects a 48/52 EPS split between the first and second half of the year, assuming sequential margin improvement across all seven segments starting in Q2. Guidance assumes price/cost will remain modestly accretive as the company implements additional pricing actions to offset known material cost increases and recent tariff changes. Product Line Simplification (PLS) activities and delayed sales to the Middle East reduced the total organic growth rate by approximately one percentage point in Q1. Food Equipment faced a slower-than-expected start in the institutional end market, specifically education, though management noted gradual improvement beginning in February. The Specialty Products segment's organic dec...

Image source: The Motley Fool. April 30, 2026, 10 a.m. ET Chairman & Chief Executive Officer — Christopher A. O’Herlihy Senior Vice President & Chief Financial Officer — Michael M. Larsen Vice President, Investor Relations — Erin Linnihan Need a quote from a Motley Fool analyst? Email [email protected] Christopher A. O’Herlihy: Thank you, Erin, and good morning, everyone. As you saw in our press release this morning, Illinois Tool Works Inc. delivered a solid start to the year with results that were in line with our expectations. In the first quarter, we continued to outperform our underlying end markets, delivering revenue growth of 5% and a 12% increase in GAAP EPS to $2.66. Through disciplined operational execution, we expanded operating margin by 60 basis points to 25.4%. We continue to capitalize on positive demand trends in our CapEx-related segments, with organic growth in Welding up 6% and Test & Measurement and Electronics up 5%. While our consumer-facing businesses contended with challenging end market dynamics, the Illinois Tool Works Inc. team executed at a high level on the profit drivers within our control. Our Enterprise Initiatives contributed 120 basis points to the bottom line, driving that 60 basis point overall margin improvement. We were equally encouraged by our continued progress on Illinois Tool Works Inc.’s organic growth agenda, specifically on customer-backed innovation, or CBI as we call it. We are positioning the company to consistently deliver 3% plus CBI contribution to revenue by 2030. As we have noted before, this is the key driver of our ability to consistently deliver 4% plus high-quality organic growth at the enterprise level. As we look ahead and based on our solid Q1 results, we are raising our full year GAAP EPS guidance by $0.10. Our new guidance midpoint of $11.30 incorporates a slightly lower tax rate and represents 8% year-over-year growth. Our full year organic growth projection of 1% to 3% remains unchanged, reflecting current demand levels adjusted for seasonality. For the full year, we expect operating margin expansion of approximately 100 basis points powered by our Enterprise Initiatives. Notably, all seven segments are projected to deliver positive organic growth and margin expansion in 2026. As we have said before, Illinois Tool Works Inc.’s unique business model, resilient portfolio, and “do what we say” executio...