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Illinois Tool Works (ITW) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates

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For the quarter ended September 2024, Illinois Tool Works (ITW - Free Report) reported revenue of $3.97 billion, down 1.6% over the same period last year. EPS came in at $2.65, compared to $2.55 in the year-ago quarter.

The reported revenue represents a surprise of -1.30% over the Zacks Consensus Estimate of $4.02 billion. With the consensus EPS estimate being $2.53, the EPS surprise was +4.74%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Illinois Tool Works performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

  • Operating Revenue - Organic growth - Total ITW: -1.6% compared to the 0.9% average estimate based on three analysts.
  • Operating Revenue - Automotive OEM - Organic growth: -3.3% compared to the 0.8% average estimate based on three analysts.
  • Operating Revenue - Food Equipment - Organic growth: -0.2% compared to the 3.3% average estimate based on three analysts.
  • Operating Revenue - Specialty Products - Organic growth: 5.7% versus -0.7% estimated by three analysts on average.
  • Operating Revenues- Automotive OEM: $772 million versus $792.92 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -3.4% change.
  • Operating Revenues- Food Equipment: $677 million versus the five-analyst average estimate of $698.29 million. The reported number represents a year-over-year change of -0.2%.
  • Operating Revenues- Test & Measurement and Electronics: $697 million versus the five-analyst average estimate of $697.72 million. The reported number represents a year-over-year change of -0.1%.
  • Operating Revenues- Intersegment revenues: -$7 million versus -$6.14 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +16.7% change.
  • Operating Revenues- Polymers & Fluids: $448 million versus the five-analyst average estimate of $462.52 million. The reported number represents a year-over-year change of -2.2%.
  • Operating Revenues- Construction Products: $479 million versus the five-analyst average estimate of $517.96 million. The reported number represents a year-over-year change of -8.2%.
  • Operating Revenues- Specialty Products: $438 million versus the five-analyst average estimate of $419.73 million. The reported number represents a year-over-year change of +5.8%.
  • Operating Revenues- Welding: $462 million versus $461.71 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -1.3% change.
View all Key Company Metrics for Illinois Tool Works here>>>

Shares of Illinois Tool Works have returned -2% over the past month versus the Zacks S&P 500 composite's +1.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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