Illinois Tool Works, Inc.

Illinois Tool Works, Inc.

ITW

Get informed when a big investor buys or sells

+ Follow
Market Cap$75.98B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Illinois Tool Works, Inc.Illinois Tool Works, Inc.24.32.4%97%4.72.9

Earnings Call Q1 2026

April 30, 2026 - AI Summary

Solid Q1 Performance: ITW delivered a 5% revenue growth in Q1 2026, with GAAP EPS increasing by 12% to $2.66. This resulted from strong demand in CapEx-related segments, such as Welding (+6% organic growth) and Test & Measurement and Electronics (+5% organic growth), while consumer-facing businesses faced challenges.
Raised EPS Guidance: Based on strong Q1 results, ITW raised its full-year GAAP EPS guidance by $0.10 to a midpoint of $11.30, reflecting an 8% year-over-year growth, slightly benefiting from a lower effective tax rate (23%-24%).
Organic Growth Projections: The company maintains a forecast of 1%-3% organic growth for the full year 2026. While certain segments like Food Equipment have faced demand challenges, ITW expects all seven segments to generate positive organic growth.

Exclusive for Stockcircle Pro members

Sign upSign Up
$260.33

Target Price by Analysts

1.9% downsideIllinois Tool Works Target Price DetailsTarget Price
$178.57

Current Fair Value

32.7% downside

Overvalued by 32.7% based on the discounted cash flow analysis.

Share Statistics

Market cap$75.98 Billion
Enterprise Value$84.48 Billion
Dividend Yield$6.33 (2.40%)
Earnings per Share$10.52
Beta1.03
Outstanding Shares288,300,000

Return

Return on Equity97.06%ROE
Return on Assets19.27%
Return on Invested Capital39.43%

Valuation & Multiples

P/E Ratio24.29P/E Ratio
PEG250.08PEG
Price to Sales4.74Price to Sales
Price to Book Ratio24.12Price to Book Ratio
Enterprise Value to Revenue5.21
Enterprise Value to EBIT19.6
Enterprise Value to Net Income26
Total Debt to Enterprise0.11
Debt to Equity2.89Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 5, 2026
EPS Estimate
$2.57
Average shareholder expectation
Revenue Estimate
$4.01 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 29, 2026
EPS Estimate
$2.80
Average shareholder expectation
Revenue Estimate
$4.19 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.4767 16.10%
Total Calls701,444 137.34%
Total Puts334,396 258.34%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %83.11% 0.53%
Total Invested$62.79B 3.39%
Investors Holding1,961 48.00%

ESG Score

No data

About Illinois Tool Works, Inc.

CEO: Ernest Santi

Relevant Senate Committees

Joint Committee on Taxation

This committee provides the official analysis and scoring for all tax legislation. Its technical expertise and reports directly influence corporate tax structures, capital investment credits, and other tax policies that are critical to ITW's financial planning and profitability.

Finance

This committee controls taxation and trade policy. Corporate tax rates, R&D credits, and international trade agreements/tariffs directly impact ITW's profitability, investment decisions, global supply chain costs, and market competitiveness.

Appropriations

This committee directly allocates discretionary federal spending. Its decisions on funding for infrastructure projects, defense programs, and general government procurement directly translate into potential revenue opportunities or market demand for ITW's products.

Health, Education, Labor, and Pensions

As a large employer, ITW is directly impacted by labor laws, minimum wage regulations, union policies, and workplace safety standards, which this committee oversees, significantly affecting its operational costs and human resources.

Judiciary

This committee oversees antitrust laws and intellectual property. As an acquisitive global company, antitrust reviews of ITW's mergers and the protection of its extensive intellectual property (patents) are critical to its growth strategy and competitive position.

Environment and Public Works

ITW has a construction products segment which directly benefits from infrastructure spending driven by this committee. Additionally, its manufacturing processes are subject to EPA regulations, influencing operational costs and compliance.

Foreign Relations

ITW is a global manufacturer. This committee's guidance on foreign policy, trade agreements, and sanctions directly impacts ITW's international operations, supply chains, market access, and the overall global economic environment it operates in.