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$ITW 2Q15 Q&A: Casey from Wells Fargo asked what drove $0.05 increase in 2015 guidance. Mike replied $0.05 really is the $0.04 of beat in 2Q15, which is a combination of currency favorability relative to our guidance & slightly better margins. So, we're carrying that forward & those things together make up the $0.05 that we raised guidance for 2015
No better outlook on $MSFT. Even if the results beat a bit, the stock may move 4 to 6% higher, but won't go above $60.