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
Vol1.01M
As of25 Sep 2026

The Verdict

Hold

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/E24.87x
Forward P/E22.12x
EV / EBITDA18.10x
P / S (ttm)4.74x
Profit margin19.4%
Return on equity104.6%
Revenue growth+6.1%
Earnings growth+10.1%
Debt / equity334.85

Layer Breakdown

LayerRawContribution
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.

United States · www.itw.com

Risk Metrics

Beta vs SPX0.71
Corr SPX0.53
Annual vol21.5%
Annual ret+6.1%
Sharpe0.28
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
Analysts16
Strong Buy1
Buy1
Hold10
Sell4
Strong Sell2

Recent rating actions

2026-05-04Wells Fargo→ Underweight
2026-05-04Citigroup→ Neutral
2026-05-01JP Morgan→ Overweight
2026-04-10JP Morgan→ Overweight
2026-04-01Wells Fargo→ Underweight
2026-04-01Barclays→ Underweight

Material Events

DateEvent8-K
2026-08-13Other Material Event, Exhibitsread
2026-07-28Earnings Release, Exhibitsread
2026-05-22Officer / Director Changeread
2026-05-12Shareholder Voteread
2026-04-30Earnings Release, Exhibitsread
2026-02-23Material Agreement, Termination of Agreement…read
2026-02-03Earnings Release, Exhibitsread
2025-10-24Earnings Release, Exhibitsread
2025-07-30Earnings Release, Exhibitsread
2025-05-07Shareholder Voteread
2025-04-30Earnings Release, Exhibitsread
2025-02-27Material Agreement, Exhibitsread

Insider Trades

DateInsiderRoleActionSharesValue
2026-08-07SMITH DAVID BYRON JRGrant130$38.57K
2026-08-07Scanlon Jennifer F.Grant118$35.00K
2026-08-07SANTI ERNEST SCOTTGrant118$35.00K
2026-08-07CROWN SUSANGrant58$17.21K
2026-06-02Scanlon Jennifer F.Buy806$199.88K
2026-05-08LENNY RICHARD HGrant765$194.89K
2026-05-08IRICK JAIME AGrant765$194.89K
2026-05-08Henderson Jay LGrant765$194.89K
2026-05-08SANTI ERNEST SCOTTGrant1.88K$479.71K
2026-05-08Grier Kelly JGrant765$194.89K

Flow & Concentration

Insider 180d net$199.88K
Insider buys / sells1 / 0
Insider biasNeutral
13F holders0
Top-5 share0.0%
HHI0 (—)

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

AmountAgencyDescription
$3.10MDepartment of DefenseCT VAULT
$1.70MDepartment of DefenseX-RAY COMPUTED TOPOGRAPHY SYSTEM FOR QUALITY ASSURANCE AND PRODUCTION AT LETTERK
$1.68MDepartment of DefenseX5000 CT X-RAY NDI SYSTEM
$1.49MNational Aeronautics and Space Administration450KV/225KV DIGITAL XRAY COMPUTED TOMOGRAPHY SYSTEM
$1.45MDepartment of DefenseX7000 450 KV NDT SYSTEM
$1.44MDepartment of DefenseCOMPUTED TOMOGRAPHY SYSTEM FOR DSCR
$1.33MDepartment of DefenseONE (1) AMD #1 4D X-RAY CT MACHINE AND ANCILLARY ITEMS IN ACCORDANCE WITH THE AT
$1.30MDepartment of DefenseX-RAY

SEC Filings

DateFormDoc
2026-08-138-Kview
2026-08-12424B5view
2026-08-114view
2026-08-114view
2026-08-114view
2026-08-11424B5view
2026-08-114view
2026-08-0610-Qview
2026-07-288-Kview
2026-07-013view
2026-06-1111-Kview
2026-06-1111-Kview
2026-06-044view
2026-05-228-Kview
2026-05-124view

The Long Run

FY 2009–2025 · 17 years

LineLatestCAGRTrend
Revenue$15.90B+0.9%
Operating income$4.22B+3.0%
Cash from ops$3.28B+1.8%

Indices

S&P 500

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$272.74$276.39$271.72$274.321.01M
Sep 24$272.60$274.14$270.38$272.001.34M
Sep 23$269.63$274.58$269.63$273.421.68M
Sep 22$269.96$270.66$267.79$270.47922.20K
Sep 21$269.97$270.65$266.84$267.521.64M

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