What is Illinois Tool Works's automotive OEM — goodwill?

Illinois Tool Works (ITW) reported automotive OEM — goodwill of $480M in Q4 2025.

How has Illinois Tool Works's automotive OEM — goodwill changed year-over-year?

Illinois Tool Works's automotive OEM — goodwill increased by 7.9% year-over-year, from $445M to $480M.

What does automotive OEM — goodwill mean?

This represents the excess of the purchase price over the fair value of identifiable net assets acquired in business combinations allocated to the automotive OEM segment. It serves as an indicator of historical acquisition activity and the premium paid for intangible assets like brand reputation and customer relationships.

Illinois Tool Works (ITW) Automotive OEM — Goodwill

Screener

Other segment segments

Testand Measurementand Electronics

$1.88B+5.8%

Specialty Products

$875M+4.0%

Construction Products

$507M+3.9%

Food Equipment

$259M+7.0%

Welding

$254M+5.8%

Similar metrics at other companies

LCIIOEM Segment — Goodwill

$445.66M+5.6%

THRMAutomotive — Goodwill

$79.02M-2.7%

STAutomotive — Goodwill

$1.74B0.0%

GPCInternational Automotive — Goodwill

$1.6B+13.7%

GNTXAutomotive Products — Goodwill

$309.71M—

SMP

SMPNissens Automotive — Goodwill

$121.05M+12.8%

Other financials

Income statement

See full

Revenue$4.3B+6.1%

Gross profit$1.9B+6.5%

Operating income$1.1B+7.4%

Net income$815.0M+7.9%

EPS (diluted)$2.84+10.1%

Balance sheet

See full

Cash & equivalents$839.0M+6.5%

Total debt$6.5B-14.9%

Total assets$16.3B+5.1%

Cash flow

See full

Operating cash flow$723.0M+31.5%

CapEx$92.0M-8.9%

Free cash flow$631.0M+40.5%

Valuation

See full

Market cap$82.56B+11.7%

Enterprise value$88.33B+9.2%

P/E25.9×+3.9×

P/S5×+0.3×

Profitability

See full

Gross margin44.2%+0.4pp

Operating margin26.5%+0.5pp

Net margin19.4%-1.9pp

FCF margin17.7%+0.5pp

Returns & leverage

See full

Current ratio1.1×-0.5×

Where this comes from

Reported directly by Illinois Tool Works in its filing.

Tagged under the XBRL concept us-gaap:Goodwill.

The source filing: Illinois Tool Works’s 10-K, filed February 13, 2026.

Filed: Feb 13, 2026, 1:32 PM EST
Fiscal year: FY2025
Accession: 0000049826-26-000008

In millions	Automotive OEM	Food Equipment	Test & Measurement and Electronics	Welding	Polymers & Fluids	Construction Products	Specialty Products	Total
Balance, December 31, 2023	$466	$251	$1,735	$251	$834	$506	$866	$4,909
Acquisitions / divestitures	—	—	71	—	—	—	—	71
Foreign currency translation	(21)	(9)	(26)	(11)	(31)	(18)	(25)	(141)
Balance, December 31, 2024	445	242	1,780	240	803	488	841	4,839
Acquisitions / divestitures	—	—	64	—	—	—	—	64
Foreign currency translation	35	17	39	14	37	19	34	195
Balance, December 31, 2025	$480	$259	$1,883	$254	$840	$507	$875	$5,098
Cumulative goodwill impairment charges, December 31, 2025	$24	$60	$83	$5	$15	$7	$46	$240

ITEM 8. Financial Statements and Supplementary Data

FAQ

What is Illinois Tool Works's automotive OEM — goodwill?: Illinois Tool Works (ITW) reported automotive OEM — goodwill of $480M in Q4 2025.
How has Illinois Tool Works's automotive OEM — goodwill changed year-over-year?: Illinois Tool Works's automotive OEM — goodwill increased by 7.9% year-over-year, from $445M to $480M.
What does automotive OEM — goodwill mean?: This represents the excess of the purchase price over the fair value of identifiable net assets acquired in business combinations allocated to the automotive OEM segment. It serves as an indicator of historical acquisition activity and the premium paid for intangible assets like brand reputation and customer relationships.