| ITW |
Report |
Q2 GAAP EPS |
BEAT |
pred ~$2.83 vs. cons $2.80 |
MEDIUM |
| ITW |
Report |
Q2 Organic revenue growth |
IN-LINE |
pred ~2.3% vs. cons ~2.0% |
LOW |
| ITW |
Report |
Q2 Operating margin |
IN-LINE |
pred ~26.7% vs. cons ~26.6% |
MEDIUM |
| ITW |
Guide |
FY26 GAAP EPS guide (midpoint) |
BETTER |
guide ~$11.35-11.55 mid ~$11.45 vs. cons ~$11.38 (FY26) |
MEDIUM |
| ITW |
Guide |
FY26 organic growth range |
UNCHANGED |
guide ~1-3% (high end) vs. cons ~2.2% (FY26) |
MEDIUM |
| ITW |
Guide |
FY26 operating margin range |
UNCHANGED |
guide ~26.5-27.5% mid ~27.0% vs. cons ~27.0% (FY26) |
MEDIUM |
| ITW |
Guide |
Q3 revenue implied (2H cadence) |
UNKNOWN |
pred ~$4.15B vs. cons ~$4.16B (Q3 2026) |
LOW |
| ITW |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.0% |
— |
MEDIUM |
| ITW |
Return |
5-day cumulative residual |
-3.0% (FADE) |
Clean beat likely but tax/FX-flavored with the 1-3% organic range held rather than an organic-driven upgrade; at ~25x and record highs after a ~+16% run since early June, the bar is high and this mirrors the Q1 sell-the-news fade. Out-period EPS revisions tick up only modestly (tax/FX), insufficient to justify further re-rating, so residual drifts lower over the week. |
LOW |