Q3 FY26 · Ended Sep 30, 2026 · View SEC filing
Chip demand made electronics ITW's biggest segment
Semiconductor demand made Test & Measurement and Electronics the largest segment by sales and profit, while the company grew 4.4%.
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Automotive OEM sells as much as Test & Measurement but keeps a 20.0% margin against 28.7%.
Pre-tax income grew 7.8%, but the absence of last year's one-off tax benefit held net income growth to 4.1%.
Welding earns ITW's highest segment margin, and the filing credits this quarter's rise mainly to an insurance recovery after a severe weather event.
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Business Lens describes Illinois Tool Works from its own filings with the SEC. It is not a view on its shares, a target, or advice to buy, sell or hold anything; figures are as filed and may be restated by the company later. The filing is linked above.
