FINHUB Insights

ITW · Q1 FY26 · Mar 31, 2026

Illinois Tool Works Q1 FY26: where the revenue came from and where it went

Illinois Tool Works Q1 FY26: revenue $4B (+5% year over year). Net profit $0.8B. Largest cohort Automotive OEM Segment $0.8B. The whole income statement as a sankey diagram from the SEC filing.

Period
Mar 31, 2026
Reported
May 7, 2026 10-Q
Sankey diagram of Illinois Tool Works's income statement for Q1 FY26: revenue of $4 billion splits into segments and flows out into costs, taxes and net profit.

Tap the diagram to enlarge · figures in billions of dollars

Revenue$4B +5% year over year
Gross profit$2.1B 53% margin
Operating profit$1B 25% margin
Net profit$0.8B 19% margin

The numbers

All figures in billions of U.S. dollars, for Q1 FY26 (period ends Mar 31, 2026).
ItemValueShare of revenueYear over year
Revenue 4 100% +5%
Automotive OEM Segment 0.8 20% +4%
Test and Measurement and… 0.7 18% +10%
Food Equipment Segment 0.6 15% +2%
Welding Segment 0.5 12% +7%
Polymers and Fluids… Segment 0.5 12% +5%
Polymers and… Fluids 0.5 12% +5%
Specialty Products Segment 0.4 10%
Cost of revenue−1.948%
Gross profit2.153% margin+0pp
Operating expenses−1.128%+0pp
Operating profit125% margin+1pp
Tax−0.1
Interest & other costs−0.1
Net profit0.819%+1pp

Source of the numbers: structured XBRL data from the filing (10-Q). The diagram is generated automatically and checked against EDGAR before release. How we calculate it → About and methodology.

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