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FinanceIllinois Tool Works Q2 2026 earnings call: updates full-year outlook
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Illinois Tool Works Inc. (ITW) held its Q2 2026 earnings conference call on July 28, 2026. The call was led by President and CEO Christopher O'Herlihy, Senior VP and CFO Michael Larsen, and VP of Investor Relations Erin Linnihan. The presentation covered ITW's second quarter 2026 financial results and provided an updated outlook for the full year 2026. The call included forward-looking statements and non-GAAP financial measures. Participants from major financial institutions such as Citigroup, JPMorgan Chase, Goldman Sachs, and UBS joined the Q&A session. The transcript includes standard disclaimers about risks and reconciliations of non-GAAP measures.
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Illinois Tool Works Inc. (ITW) Q2 2026 Earnings Call
Date: July 28, 2026 Time: 10:00 AM EDT
Company Participants
- Erin Linnihan – Vice President of Investor Relations
- Christopher O'Herlihy – President, CEO & Director
- Michael Larsen – Senior VP & CFO
Conference Call Participants
- Andrew Kaplowitz – Citigroup Inc., Research Division
- Tami Zakaria – JPMorgan Chase & Co, Research Division
- Scott Davis – Melius Research LLC
- Joseph Ritchie – Goldman Sachs Group, Inc., Research Division
- Jamie Cook – Truist Securities, Inc., Research Division
- Stephen Volkmann – Jefferies LLC, Research Division
- Steven Fisher – UBS Investment Bank, Research Division
- Andrew Obin – BofA Securities, Research Division
- David Raso – Evercore ISI Institutional Equities, Research Division
Presentation
Operator
Good morning. My name is Trevor, and I will be your conference operator today. At this time, I would like to welcome everyone to the ITW Second Quarter Earnings Conference Call. [Operator Instructions]
Erin Linnihan Vice President of Investor Relations
Thank you, Trevor. Good morning, and welcome to ITW's Second Quarter 2026 Conference Call. I'm joined by our President and CEO, Chris O'Herlihy; and Senior Vice President and CFO, Michael Larsen.
During today's call, we will discuss ITW's second quarter 2026 financial results and provide an update on our outlook for full year 2026.
Slide 2 is a reminder that this presentation contains forward-looking statements. Please refer to the company's 2025 Form 10-K and subsequent reports filed with the SEC for more detail about important risks that could cause actual results to differ materially from our expectations. This presentation uses certain non-GAAP measures, and a reconciliation of those measures to the most directly comparable GAAP measures is contained in the press release.
Please turn to Slide 3, and it's now my pleasure to turn the call over to our President and CEO, Chris O'Herlihy. Chris?
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Illinois Tool Works Inc. (ITW) Q2 2026 Earnings Call Transcript