earnings
confidence high
sentiment positive
materiality 0.75
ITW Q2 GAAP EPS $2.58 record; revenue $4.1B; FY guidance raised to $10.35-$10.55
ILLINOIS TOOL WORKS INC
2025-Q2 EPS
reported $4.95
vs consensus $2.59
▲ beat
(+91.2%)
- Revenue $4.1B (+1% YoY); flat organic growth; GAAP EPS $2.58 (+2%), a Q2 record.
- Operating margin 26.3% (record), up 10 bps; enterprise initiatives contributed 130 bps.
- Free cash flow $449M (59% conversion); share repurchases $375M in Q2.
- FY 2025 GAAP EPS guidance raised by $0.10 to $10.35-$10.55; revenue growth 1-3%.
- Operating margin guidance 26-27%; free cash flow expected >100% of net income; ~$1.5B share repurchases.
item 2.02item 9.01