| ITW |
Report |
Q2 2026 GAAP EPS |
BEAT |
pred ~$2.85 vs. cons $2.80 |
MEDIUM |
| ITW |
Report |
Q2 2026 Revenue |
BEAT |
pred ~$4.24B vs. cons $4.18B |
MEDIUM |
| ITW |
Report |
Q2 2026 Operating Margin |
IN-LINE |
pred ~26.7% vs. cons 26.7% |
MEDIUM |
| ITW |
Guide |
GAAP EPS Guidance |
BETTER |
guide ~$11.40 midpoint vs. cons $11.37 (FY2026) |
MEDIUM |
| ITW |
Guide |
Organic Revenue Growth Guidance |
LOWER |
guide ~2.0% midpoint vs. cons 2.1% (FY2026) |
MEDIUM |
| ITW |
Guide |
Operating Margin Guidance |
UNCHANGED |
guide ~27.0% midpoint vs. cons 27.0% (FY2026) |
HIGH |
| ITW |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.4% |
— |
LOW |
| ITW |
Return |
5-day cumulative residual |
+0.6% (FADE) |
The predicted FY2026 EPS guide midpoint of ~$11.40 vs. consensus $11.37 leaves implied H2 EPS of only ~$5.89 after predicted H1 EPS of ~$5.51, versus H2 consensus of roughly $5.91. Limited out-period estimate upside should cause an initial positive reaction to fade. |
MEDIUM |