Core Insights - Illinois Tool Works (ITW) reported revenue of $4.05 billion for the quarter ended June 2025, reflecting a year-over-year increase of 0.7% and an EPS of $2.58, up from $2.54 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate by 1.08%, while the EPS also surpassed the consensus estimate by 0.78% [1] Financial Performance - Operating Revenue - Total ITW showed organic growth of -0.4%, slightly better than the average estimate of -0.5% [4] - Operating Revenue - Automotive OEM achieved organic growth of 2.4%, compared to an estimated decline of -2.5% [4] - Operating Revenue - Food Equipment reported organic growth of 0.8%, exceeding the estimate of 0.5% [4] - Operating Revenue - Specialty Products had organic growth of 0.3%, surpassing the average estimate of -0.4% [4] Segment Performance - Operating Revenues for Automotive OEM reached $845 million, exceeding the average estimate of $790.6 million, with a year-over-year change of +3.7% [4] - Operating Revenues for Food Equipment were $680 million, compared to the average estimate of $666.24 million, reflecting a +2% year-over-year change [4] - Operating Revenues for Test & Measurement and Electronics stood at $686 million, above the average estimate of $672.53 million, with a +1.2% year-over-year change [4] - Operating Revenues for Polymers & Fluids were $438 million, slightly below the average estimate of $447.66 million, showing a -3.5% year-over-year change [4] - Operating Revenues for Construction Products were $473 million, compared to the average estimate of $492.87 million, indicating a -6.2% year-over-year change [4] - Operating Revenues for Specialty Products reached $455 million, exceeding the average estimate of $445.56 million, with a +1.3% year-over-year change [4] - Operating Revenues for Welding were $479 million, surpassing the average estimate of $467.18 million, reflecting a +2.8% year-over-year change [4] Stock Performance - Shares of Illinois Tool Works have returned +1.7% over the past month, while the Zacks S&P 500 composite has changed by +3.4% [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]