ITW Shares Drop 1.35% on Aerospace Supply Chain Delays Lands 413th in U.S. Trading Volume Amid Sector Gains

Illinois-based industrial conglomerate Illinois Tool Works (ITW) closed 1.35% lower on October 10, 2025, with a trading volume of $310 million, ranking 413th among U.S. equities. The decline followed reports of supply chain disruptions in its aerospace division, which account for 18% of its FY2025 revenue. Analysts noted the drop coincided with delayed deliveries of critical components from its European suppliers, raising concerns about Q4 production capacity.

Recent filings revealed ITW's Q3 earnings guidance remained unchanged despite the operational challenges, with management emphasizing cost-control measures to offset margin pressures. The stock's performance contrasted with broader industrial sector gains, as peers in machinery and automation reported stronger-than-expected September order books.

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