Compared to Estimates, Illinois Tool Works (ITW) Q3 Earnings: A Look at Key Metrics

For the quarter ended September 2025, Illinois Tool Works (ITW) reported revenue of $4.06 billion, up 2.3% over the same period last year. EPS came in at $2.81, compared to $2.65 in the year-ago quarter.The reported revenue represents a surprise of -0.55% over the Zacks Consensus Estimate of $4.08 billion. With the consensus EPS estimate being $2.69, the EPS surprise was +4.46%.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: 0.7% versus 2.1% estimated by two analysts on average.Operating Revenue - Test & Measurement and Electronics - Organic growth: -1.4% versus 1.5% estimated by two analysts on average.Operating Revenue - Automotive OEM - Organic growth: 5% versus the two-analyst average estimate of 4.4%.Operating Revenue - Specialty Products - Organic growth: 1.6% versus the two-analyst average estimate of 1.7%.Operating Revenues- Test & Measurement and Electronics: $698 million versus $718.59 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +0.1% change.Operating Revenues- Construction Products: $473 million compared to the $474.83 million average estimate based on three analysts. The reported number represents a change of -1.3% year over year.Operating Revenues- Food Equipment: $694 million compared to the $703.32 million average estimate based on three analysts. The reported number represents a change of +2.5% year over year.Operating Revenues- Specialty Products: $452 million versus $449.34 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +3.2% change.Operating Revenues- Intersegment revenues: $-6 million versus $-5.23 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -14.3% change.Operating Revenues- Automotive OEM: $830 million versus $809.03 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +7.5% change.Operating Revenues- Welding: $477 million versus the three-analyst average estimate of $479.2 million. The reported number represents a year-over-year change of +3.3%.Operating Revenues- Polymers & Fluids: $441 million versus $447.95 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -1.6% change.View all Key Company Metrics for Illinois Tool Works here>>>Shares of Illinois Tool Works have returned -0.2% over the past month versus the Zacks S&P 500 composite's +1.3% 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.Zacks Names #1 Semiconductor StockThis under-the-radar company specializes in semiconductor products that titans like NVIDIA don't build. It's uniquely positioned to take advantage of the next growth stage of this market. And it's just beginning to enter the spotlight, which is exactly where you want to be.With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $971 billion by 2028.See This Stock Now for Free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Illinois Tool Works Inc. (ITW): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks