We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Illinois Tool Works (ITW) Reports Q3 Earnings: What Key Metrics Have to Say
Read MoreHide Full Article
Illinois Tool Works (ITW - Free Report) reported $4.24 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 4.4%. EPS of $3.00 for the same period compares to $2.81 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $4.26 billion, representing a surprise of -0.59%. The company delivered an EPS surprise of +0.33%, with the consensus EPS estimate being $2.99.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
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: 3.8% versus the two-analyst average estimate of 4.6%.
Operating Revenue - Test & Measurement and Electronics - Organic growth: 15.8% versus the two-analyst average estimate of 10%.
Operating Revenue - Automotive OEM - Organic growth: -2.1% versus the two-analyst average estimate of 0.5%.
Operating Revenue - Specialty Products - Organic growth: -1.2% versus the two-analyst average estimate of 1.9%.
Operating Revenues- Test & Measurement and Electronics: $819 million versus the two-analyst average estimate of $771.55 million. The reported number represents a year-over-year change of +17.3%.
Operating Revenues- Construction Products: $472 million compared to the $479.5 million average estimate based on two analysts. The reported number represents a change of -0.2% year over year.
Operating Revenues- Food Equipment: $698 million versus $705.69 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +0.6% change.
Operating Revenues- Specialty Products: $447 million versus the two-analyst average estimate of $461.4 million. The reported number represents a year-over-year change of -1.1%.
Operating Revenues- Intersegment revenues: $-4 million versus the two-analyst average estimate of $-5.24 million. The reported number represents a year-over-year change of -33.3%.
Operating Revenues- Automotive OEM: $814 million versus the two-analyst average estimate of $832.58 million. The reported number represents a year-over-year change of -1.9%.
Operating Revenues- Welding: $513 million versus $529.58 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +7.6% change.
Operating Revenues- Polymers & Fluids: $477 million compared to the $470.15 million average estimate based on two analysts. The reported number represents a change of +8.2% year over year.
Shares of Illinois Tool Works have returned +0.9% over the past month versus the Zacks S&P 500 composite's -0.8% 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.
View the Zacks #1 Rank List
Image: Bigstock
Illinois Tool Works (ITW) Reports Q3 Earnings: What Key Metrics Have to Say
Illinois Tool Works (ITW - Free Report) reported $4.24 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 4.4%. EPS of $3.00 for the same period compares to $2.81 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $4.26 billion, representing a surprise of -0.59%. The company delivered an EPS surprise of +0.33%, with the consensus EPS estimate being $2.99.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
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:View all Key Company Metrics for Illinois Tool Works here>>>
Shares of Illinois Tool Works have returned +0.9% over the past month versus the Zacks S&P 500 composite's -0.8% 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.