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Illinois Tool Works (ITW) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

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Illinois Tool Works (ITW - Free Report) reported $3.84 billion in revenue for the quarter ended March 2025, representing a year-over-year decline of 3.4%. EPS of $2.38 for the same period compares to $2.44 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $3.84 billion, representing a surprise of -0.08%. The company delivered an EPS surprise of +1.71%, with the consensus EPS estimate being $2.34.

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.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

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: -1.6% versus the three-analyst average estimate of -0.8%.
  • Operating Revenue - Automotive OEM - Organic growth: -1.2% versus -1% estimated by three analysts on average.
  • Operating Revenue - Food Equipment - Organic growth: 1.2% versus the three-analyst average estimate of 1.3%.
  • Operating Revenue - Specialty Products - Organic growth: 0.9% versus -1.4% estimated by three analysts on average.
  • Operating Revenues- Automotive OEM: $786 million versus $782.57 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -3.7% change.
  • Operating Revenues- Food Equipment: $627 million versus the four-analyst average estimate of $618.05 million. The reported number represents a year-over-year change of -0.6%.
  • Operating Revenues- Test & Measurement and Electronics: $652 million compared to the $672.59 million average estimate based on four analysts. The reported number represents a change of -6.3% year over year.
  • Operating Revenues- Intersegment revenues: -$5 million versus the four-analyst average estimate of -$6.57 million. The reported number represents a year-over-year change of -16.7%.
  • Operating Revenues- Polymers & Fluids: $429 million versus the four-analyst average estimate of $423.16 million. The reported number represents a year-over-year change of -0.7%.
  • Operating Revenues- Construction Products: $443 million versus $452.05 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -9.2% change.
  • Operating Revenues- Specialty Products: $435 million compared to the $422.93 million average estimate based on four analysts. The reported number represents a change of -1.1% year over year.
  • Operating Revenues- Welding: $472 million compared to the $460.45 million average estimate based on four analysts. The reported number represents a change of -0.8% year over year.
View all Key Company Metrics for Illinois Tool Works here>>>

Shares of Illinois Tool Works have returned -2.8% over the past month versus the Zacks S&P 500 composite's -0.2% 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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