For the quarter ended June 2025, Illinois Tool Works (ITW) reported revenue of $4.05 billion, up 0.7% over the same period last year. EPS came in at $2.58, compared to $2.54 in the year-ago quarter.
The reported revenue represents a surprise of +1.08% over the Zacks Consensus Estimate of $4.01 billion. With the consensus EPS estimate being $2.56, the EPS surprise was +0.78%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Illinois Tool Works performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Operating Revenue - Organic growth - Total ITW: -0.4% versus the three-analyst average estimate of -0.5%.
- Operating Revenue - Automotive OEM - Organic growth: 2.4% versus -2.5% estimated by three analysts on average.
- Operating Revenue - Food Equipment - Organic growth: 0.8% versus 0.5% estimated by three analysts on average.
- Operating Revenue - Specialty Products - Organic growth: 0.3% compared to the -0.4% average estimate based on three analysts.
- Operating Revenues- Automotive OEM: $845 million versus the four-analyst average estimate of $790.6 million. The reported number represents a year-over-year change of +3.7%.
- Operating Revenues- Food Equipment: $680 million compared to the $666.24 million average estimate based on four analysts. The reported number represents a change of +2% year over year.
- Operating Revenues- Test & Measurement and Electronics: $686 million compared to the $672.53 million average estimate based on four analysts. The reported number represents a change of +1.2% year over year.
- Operating Revenues- Intersegment revenues: $-3 million versus $-5.8 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -50% change.
- Operating Revenues- Polymers & Fluids: $438 million compared to the $447.66 million average estimate based on four analysts. The reported number represents a change of -3.5% year over year.
- Operating Revenues- Construction Products: $473 million compared to the $492.87 million average estimate based on four analysts. The reported number represents a change of -6.2% year over year.
- Operating Revenues- Specialty Products: $455 million compared to the $445.56 million average estimate based on four analysts. The reported number represents a change of +1.3% year over year.
- Operating Revenues- Welding: $479 million versus the four-analyst average estimate of $467.18 million. The reported number represents a year-over-year change of +2.8%.
View all Key Company Metrics for Illinois Tool Works here>>>
Shares of Illinois Tool Works have returned +1.7% over the past month versus the Zacks S&P 500 composite's +3.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Illinois Tool Works Inc. (ITW): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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