Illinois Tool Works (ITW) Reports Q4 Earnings: What Key Metrics Have to Say

Illinois Tool Works (ITW) reported $4.09 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 4.1%. EPS of $2.72 for the same period compares to $2.54 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $4.07 billion, representing a surprise of +0.5%. The company delivered an EPS surprise of +1.32%, with the consensus EPS estimate being $2.69.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: 1.3% versus 1.7% estimated by two analysts on average.Operating Revenue - Test & Measurement and Electronics - Organic growth: 1.8% versus 1.3% estimated by two analysts on average.Operating Revenue - Automotive OEM - Organic growth: 1.9% versus the two-analyst average estimate of 2.8%.Operating Revenue - Specialty Products - Organic growth: 1.1% versus 2.9% estimated by two analysts on average.Operating Revenues- Test & Measurement and Electronics: $789 million compared to the $764.4 million average estimate based on three analysts. The reported number represents a change of +5.6% year over year.Operating Revenues- Construction Products: $431 million compared to the $442.31 million average estimate based on three analysts. The reported number represents a change of -1.6% year over year.Operating Revenues- Food Equipment: $698 million versus $694.91 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +3.9% change.Operating Revenues- Specialty Products: $433 million versus the three-analyst average estimate of $433.03 million. The reported number represents a year-over-year change of +4.1%.Operating Revenues- Intersegment revenues: $-4 million versus the three-analyst average estimate of $-3.74 million. The reported number represents a year-over-year change of +33.3%.Operating Revenues- Automotive OEM: $827 million versus the three-analyst average estimate of $829.04 million. The reported number represents a year-over-year change of +5.4%.Operating Revenues- Welding: $462 million versus the three-analyst average estimate of $466.64 million. The reported number represents a year-over-year change of +3.4%.Operating Revenues- Polymers & Fluids: $457 million versus $434.95 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +6.3% change.View all Key Company Metrics for Illinois Tool Works here>>>Shares of Illinois Tool Works have returned +5.9% over the past month versus the Zacks S&P 500 composite's +1.8% 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.Radical New Technology Could Hand Investors Huge GainsQuantum Computing is the next technological revolution, and it could be even more advanced than AI.While some believed the technology was years away, it is already present and moving fast. Large hyperscalers, such as Microsoft, Google, Amazon, Oracle, and even Meta and Tesla, are scrambling to integrate quantum computing into their infrastructure.Senior Stock Strategist Kevin Cook reveals 7 carefully selected stocks poised to dominate the quantum computing landscape in his report, Beyond AI: The Quantum Leap in Computing Power.Kevin was among the early experts who recognized NVIDIA's enormous potential back in 2016. Now, he has keyed in on what could be "the next big thing" in quantum computing supremacy. Today, you have a rare chance to position your portfolio at the forefront of this opportunity.See Top Quantum Stocks Now >>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