| ITW |
Report |
Operating diluted EPS |
BEAT |
pred ~$2.84 vs. cons $2.81 |
MEDIUM |
| ITW |
Report |
Organic growth |
BEAT |
pred ~2.2% vs. cons 2.0% |
MEDIUM |
| ITW |
Report |
Operating margin |
IN-LINE |
pred ~27.1% vs. cons 26.9% |
MEDIUM |
| ITW |
Guide |
FY26 GAAP EPS |
UNCHANGED |
guide ~$11.10-$11.50 vs. cons $11.32 |
MEDIUM |
| ITW |
Guide |
FY26 organic growth |
UNCHANGED |
guide ~1-3% vs. cons 2.1% |
MEDIUM |
| ITW |
Guide |
FY26 operating margin |
UNCHANGED |
guide ~26.5-27.5% vs. cons 26.9% |
MEDIUM |
| ITW |
Guide |
Capex order commentary (Q2 / 2H26) |
BETTER |
continued order strength; consensus UNVERIFIED |
LOW |
| ITW |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.5% |
— |
LOW |
| ITW |
Return |
5-day cumulative residual |
-5.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — implicit 2H cut drives revisions |
LOW |