| ITW |
Report |
GAAP diluted EPS |
BEAT |
pred ~$2.88 vs. cons $2.83 |
MEDIUM |
| ITW |
Report |
Organic revenue growth |
BEAT |
pred ~2.5% vs. cons 1.9% |
MEDIUM |
| ITW |
Report |
Operating margin |
IN-LINE |
pred ~26.8% vs. cons 26.7% |
MEDIUM |
| ITW |
Guide |
FY2026 GAAP EPS guidance midpoint |
LOWER |
guide ~$11.30 vs. cons $11.35 (FY2026) |
MEDIUM |
| ITW |
Guide |
FY2026 organic-growth guidance midpoint |
LOWER |
guide ~2.0% vs. cons 2.2% (FY2026) |
MEDIUM |
| ITW |
Guide |
FY2026 operating-margin guidance midpoint |
UNCHANGED |
guide ~27.0% vs. cons 27.0% (FY2026) |
MEDIUM |
| ITW |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| ITW |
Return |
5-day cumulative residual |
-0.5% (FADE) |
A ~$2.88 versus $2.83 quarterly EPS beat and ~2.5% versus 1.9% organic-growth beat should support an initial ~1.5% residual move, but retaining the ~$11.30 FY2026 EPS midpoint versus ~$11.35 consensus leaves implied second-half EPS at roughly ~$5.76 versus ~$5.87, creating modest out-period revision risk and a fade to about -0.5% by day five. |
MEDIUM |