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Investor Presentaiton

2022 FINANCIAL PERFORMANCE HIGHLIGHTS GAAP EPS $8.51 $9.77 +15% Ex. Divestiture gains $9.17 +8% $15.9B +10% $14.5B +12% Organic • REVENUE 2021 2022 OPERATING MARGIN 24.1% 23.8% - Ex. MTS Acquisition 24.4% AFTER-TAX ROIC* 29.5% - Ex. MTS Acquisition 29.1% 31.2% ITW Delivered strong organic growth of 12% with best-in-class operating margins and returns on capital - Meaningful progress on delivering sustained above- market organic growth Executed with discipline in a challenging environment and generated record financial performance Leveraged 80/20 FTB to sustain world-class customer service in the face of significant supply chain disruptions - Implemented timely and appropriate pricing actions in response to input cost inflation - Delivered earnings growth of 15% and record GAAP EPS Invested $0.7B in ITW's highly profitable core businesses and returned $3.3B to shareholders Raised dividend for 59th consecutive year (+7%/share) RECORD FINANCIAL PERFORMANCE IN A CHALLENGING ENVIRONMENT *See ITW's fourth quarter 2022 press release for the reconciliation from GAAP to non-GAAP measures. 8
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