| ITW |
Report |
Organic Growth (Q2 2026) |
BEAT |
pred ~+2.5% vs. cons +1.98% (VA, Jul 27) |
MEDIUM |
| ITW |
Report |
Operating Margin (Q2 2026) |
BEAT |
pred ~27.1% vs. cons 26.90% (VA, Jul 27) |
MEDIUM |
| ITW |
Report |
Operating EPS (Q2 2026) |
BEAT |
pred ~$2.87 vs. cons $2.807 (VA, Jul 27) |
MEDIUM |
| ITW |
Guide |
FY 2026 Operating EPS (FY 2026) |
BETTER |
guide ~$11.55 mid vs. cons $11.32 (VA, Jul 27) |
MEDIUM |
| ITW |
Guide |
FY 2026 Organic Growth (FY 2026) |
BETTER |
guide ~2-3% (mid 2.5%) vs. cons 2.06% (VA, Jul 27) |
MEDIUM |
| ITW |
Guide |
FY 2026 Operating Margin (FY 2026) |
UNCHANGED |
guide maintained 26.5-27.5% vs. cons 26.88% (VA, Jul 27) |
HIGH |
| ITW |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.0% |
— |
MEDIUM |
| ITW |
Return |
5-day cumulative residual |
+4.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — organic beat forces H2 estimate revisions upward; sell-side raises Q3/Q4 over the following week |
MEDIUM |