Illinois Tool Works (ITW) Reports Q2 Earnings: What Key Metrics Have to Say

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.#1 Semiconductor Stock to Buy (Not NVDA)The incredible demand for data is fueling the market's next digital gold rush. As data centers continue to be built and constantly upgraded, the companies that provide the hardware for these behemoths will become the NVIDIAs of tomorrow.One under-the-radar chipmaker is uniquely positioned to take advantage of the next growth stage of this market. It specializes in semiconductor products that titans like NVIDIA don't build. It's just beginning to enter the spotlight, which is exactly where you want to be.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