Inside the research
Illinois Tool Works Inc.
ITW Research profile · latest available data
Price overview
$274.32
▲ +2.32 (+0.9%)
| 52w hi | $297.32 |
|---|---|
| 52w lo | $236.58 |
| Vol | 1.01M |
| As of | 25 Sep 2026 |
The Verdict
Our score -0.16
| Short | -0.10 |
|---|---|
| Medium | -0.21 |
| Long | -0.18 |
computed 2026-09-27
Key fundamentals
Illinois Tool Works Inc.
Industrials · Specialty Industrial Machinery
| Market cap | $78.13B |
|---|---|
| Enterprise value | $86.98B |
| Trailing P/E | 24.87x |
| Forward P/E | 22.12x |
| EV / EBITDA | 18.10x |
| P / S (ttm) | 4.74x |
| Profit margin | 19.4% |
| Return on equity | 104.6% |
| Revenue growth | +6.1% |
| Earnings growth | +10.1% |
| Debt / equity | 334.85 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.19 | |
| Sector | -0.01 | |
| Technical | -0.12 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
Illinois Tool Works Inc. provides industrial products and equipment in North America, Europe, the Middle East, Africa, the Asia Pacific, and South America. It operates through seven segments: Automotive OEM; Food Equipment; Test & Measurement and Electronics; Welding; Polymers & Fluids; Construction Products; and Specialty Products. The Automotive OEM segment offers plastic and metal components, fasteners, and assemblies for automobiles, light trucks, and other industrial uses. The Food Equipment segment provides warewashing, cooking, refrigeration, and food processing equipment; kitchen exhaust, ventilation, and pollution control systems; and food equipment maintenance and repair services. The Test & Measurement and Electronics segment produce and sells test and measurement; and electronic manufacturing and maintenance, repair, and operations solutions. The Welding segment produces arc welding equipment, and metal arc welding consumables and related accessories. The Polymers & Fluids segment produces adhesives, sealants, lubrication and cutting fluids, and fluids and polymers for auto aftermarket maintenance and appearance. The Construction Products segment offers engineered fastening systems and solutions for the residential construction, renovation/remodel, and commercial construction markets. The Specialty Products segment provides beverage packaging equipment and consumables, product coding and marking equipment and consumables, and appliance components and fasteners. The company serves automotive OEM and aftermarket, commercial food equipment, construction, general industrial, industrial capital goods, consumer durables, and other markets, as well as MRO markets. It distributes its products directly to industrial manufacturers, as well as through independent distributors. Illinois Tool Works Inc. was founded in 1912 and is based in Glenview, Illinois.
Risk Metrics
| Beta vs SPX | 0.71 |
|---|---|
| Corr SPX | 0.53 |
| Annual vol | 21.5% |
| Annual ret | +6.1% |
| Sharpe | 0.28 |
| Max DD | -21.6% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $276.12 |
|---|---|
| High / Low | $310.00 / $219.00 |
| Median | $282.50 |
| Analysts | 16 |
| Strong Buy | 1 | |
|---|---|---|
| Buy | 1 | |
| Hold | 10 | |
| Sell | 4 | |
| Strong Sell | 2 |
Recent rating actions
| 2026-05-04 | Wells Fargo | → Underweight |
| 2026-05-04 | Citigroup | → Neutral |
| 2026-05-01 | JP Morgan | → Overweight |
| 2026-04-10 | JP Morgan | → Overweight |
| 2026-04-01 | Wells Fargo | → Underweight |
| 2026-04-01 | Barclays | → Underweight |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-13 | Other Material Event, Exhibits | read |
| 2026-07-28 | Earnings Release, Exhibits | read |
| 2026-05-22 | Officer / Director Change | read |
| 2026-05-12 | Shareholder Vote | read |
| 2026-04-30 | Earnings Release, Exhibits | read |
| 2026-02-23 | Material Agreement, Termination of Agreement… | read |
| 2026-02-03 | Earnings Release, Exhibits | read |
| 2025-10-24 | Earnings Release, Exhibits | read |
| 2025-07-30 | Earnings Release, Exhibits | read |
| 2025-05-07 | Shareholder Vote | read |
| 2025-04-30 | Earnings Release, Exhibits | read |
| 2025-02-27 | Material Agreement, Exhibits | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-07 | SMITH DAVID BYRON JR | Grant | 130 | $38.57K | |
| 2026-08-07 | Scanlon Jennifer F. | Grant | 118 | $35.00K | |
| 2026-08-07 | SANTI ERNEST SCOTT | Grant | 118 | $35.00K | |
| 2026-08-07 | CROWN SUSAN | Grant | 58 | $17.21K | |
| 2026-06-02 | Scanlon Jennifer F. | Buy | 806 | $199.88K | |
| 2026-05-08 | LENNY RICHARD H | Grant | 765 | $194.89K | |
| 2026-05-08 | IRICK JAIME A | Grant | 765 | $194.89K | |
| 2026-05-08 | Henderson Jay L | Grant | 765 | $194.89K | |
| 2026-05-08 | SANTI ERNEST SCOTT | Grant | 1.88K | $479.71K | |
| 2026-05-08 | Grier Kelly J | Grant | 765 | $194.89K |
Flow & Concentration
| Insider 180d net | $199.88K |
|---|---|
| Insider buys / sells | 1 / 0 |
| Insider bias | Neutral |
| 13F holders | 0 |
| Top-5 share | 0.0% |
| HHI | 0 (—) |
Connections
Customers: Portfolio Discipline The Co
Dividends
| Yield (TTM) | 1.76% |
|---|---|
| $ / share (TTM) | $4.83 |
| 5y CAGR | +7.1% |
Annual dividend per share
| 2021 | $4.72 |
|---|---|
| 2022 | $5.06 |
| 2023 | $5.42 |
| 2024 | $5.80 |
| 2025 | $6.22 |
| 2026 | $1.61 |
Federal Contracts
| Amount | Agency | Description |
|---|---|---|
| $3.10M | Department of Defense | CT VAULT |
| $1.70M | Department of Defense | X-RAY COMPUTED TOPOGRAPHY SYSTEM FOR QUALITY ASSURANCE AND PRODUCTION AT LETTERK |
| $1.68M | Department of Defense | X5000 CT X-RAY NDI SYSTEM |
| $1.49M | National Aeronautics and Space Administration | 450KV/225KV DIGITAL XRAY COMPUTED TOMOGRAPHY SYSTEM |
| $1.45M | Department of Defense | X7000 450 KV NDT SYSTEM |
| $1.44M | Department of Defense | COMPUTED TOMOGRAPHY SYSTEM FOR DSCR |
| $1.33M | Department of Defense | ONE (1) AMD #1 4D X-RAY CT MACHINE AND ANCILLARY ITEMS IN ACCORDANCE WITH THE AT |
| $1.30M | Department of Defense | X-RAY |
SEC Filings
The Long Run
FY 2009–2025 · 17 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $15.90B | +0.9% | |
| Operating income | $4.22B | +3.0% | |
| Cash from ops | $3.28B | +1.8% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $272.74 | $276.39 | $271.72 | $274.32 | 1.01M |
| Sep 24 | $272.60 | $274.14 | $270.38 | $272.00 | 1.34M |
| Sep 23 | $269.63 | $274.58 | $269.63 | $273.42 | 1.68M |
| Sep 22 | $269.96 | $270.66 | $267.79 | $270.47 | 922.20K |
| Sep 21 | $269.97 | $270.65 | $266.84 | $267.52 | 1.64M |
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