Illinois Tool Works Gestion
Gestion contrôle des critères 3/4
Le PDG Illinois Tool Works est Chris O’Herlihy, nommé en Jan2024, a un mandat de 2.42 ans. La rémunération annuelle totale est $ 15.21M, composée du salaire de 8.8% et des bonus 91.2%, y compris les actions et options de la société. détient directement 0.021% des actions de la société, d'une valeur de $ 16.21M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 6.4 ans et 12.7 ans.
Informations clés
Chris O’Herlihy
Directeur général
US$15.2m
Rémunération totale
| Pourcentage du salaire du PDG | 8.79% |
| Durée du mandat du directeur général | 2.4yrs |
| Propriété du PDG | 0.02% |
| Durée moyenne d'occupation des postes de direction | 6.4yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 12.7yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • Jun 23
ITW: Earnings Beat And Dividend Growth Will Support Fairly Valued Shares
The updated analyst price target for Illinois Tool Works reflects a modest adjustment of a few dollars, as analysts refine their dollar-based valuation inputs in response to recent mixed target changes across major research firms. Analyst Commentary Recent research updates on Illinois Tool Works show a mix of target raises and cuts, which indicates that analysts are split on how to weigh the company’s valuation against its execution and growth profile.Article d’analyse • Jun 20
Illinois Tool Works (ITW) Stock Could Be 3.8% Undervalued After Mixed Earnings
Illinois Tool Works earnings reaction and what it means for investors Illinois Tool Works (ITW) recently reported quarterly results, with revenue up 4.6% year on year and earnings per share above analyst expectations. However, a slight miss on organic revenue led to a muted stock reaction. See our latest analysis for Illinois Tool Works. Against that backdrop, Illinois Tool Works’ share price has had a steady run, with a 5.7% 30 day share price return and a 12.5% 1 year total shareholder...Mise à jour du récit • Jun 07
ITW: 2026 Margin Outlook And Dividend Strength Will Guide Fairly Valued Shares
Narrative Update Overview The analyst price target for Illinois Tool Works is now set around $274.54. This reflects mixed revisions from recent Street research, with some firms cutting targets by $8 to $25 and others raising theirs by $1 to $10, as analysts weigh updated assumptions on discount rates, long-term P/E, and the broader earnings profile for the company.Mise à jour du récit • May 23
ITW: AI Hardware Risk And 2026 Margin Guidance Will Shape Outlook
Illinois Tool Works' analyst price target has shifted modestly lower by $1 to $274.54, as analysts weigh mixed target revisions alongside updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. Analyst Commentary Recent research shows a mix of cautious and constructive views on Illinois Tool Works, with several firms adjusting price targets in both directions and reassessing assumptions around growth, margins, and valuation multiples.Article d’analyse • May 03
Illinois Tool Works Inc. (NYSE:ITW) Just Released Its First-Quarter Results And Analysts Are Updating Their Estimates
Shareholders might have noticed that Illinois Tool Works Inc. ( NYSE:ITW ) filed its first-quarter result this time...Seeking Alpha • May 01
Illinois Tool Works: Tricky In 2026, I Say 'Hold'
Summary Illinois Tool Works remains fundamentally strong but is significantly overvalued relative to its growth and operational performance. Despite robust margins, A+ credit, and a safe dividend, ITW's reliance on buybacks and modest organic growth do not justify its premium multiple. Current capital allocation, particularly aggressive buybacks at high valuations, has limited long-term shareholder returns and left ITW with elevated net debt. I assign ITW a 'Hold' rating with a $152/share price target, citing insufficient risk-adjusted upside and unattractive yield compared to alternatives. Read the full article on Seeking AlphaMise à jour du récit • Apr 27
ITW: AI Hardware Risk And 2026 Guidance Will Drive Balanced View
Analysts have trimmed their average price target on Illinois Tool Works by a mid double digit amount in dollar terms, citing slightly higher required returns, modestly lower profit margin assumptions and reassessment of risks to high margin hardware from potential AI driven disruption, even as Street research in recent weeks has featured both target cuts and target increases across major firms. Analyst Commentary Recent Street research on Illinois Tool Works shows a split tape, with some firms trimming targets and others lifting them, as investors weigh AI related risks to high margin hardware against execution on existing businesses and valuation reset.Mise à jour du récit • Apr 12
ITW: AI Hardware Risk And 2026 Guidance Will Shape Balanced Outlook
Analysts trimmed the Illinois Tool Works price target by about $5 to reflect a slightly higher discount rate, a modestly lower fair value estimate of $275.88, and updated views on long term revenue growth, profit margins, and future P/E in light of recent mixed research that includes both target cuts and raises across the Street. Analyst Commentary Recent Street research on Illinois Tool Works includes a mix of target cuts and raises, along with one short term bearish call.Mise à jour du récit • Mar 27
ITW: AI Hardware Uncertainty And 2026 Guidance Will Shape Balanced Outlook
Analysts have raised their price targets on Illinois Tool Works by a range of $5 to $35, citing updated views on the company’s high margin hardware exposure and the potential impact of AI driven automation on Illinois Tool Works and its peers. Analyst Commentary Recent research on Illinois Tool Works reflects both increased optimism around high margin hardware exposure and a growing focus on how AI driven automation could reshape returns in that segment.Mise à jour du récit • Mar 13
ITW: AI Hardware Risk And 2026 Guidance Will Shape Fairly Balanced Outlook
Analysts nudged their fair value estimate for Illinois Tool Works to $280.88 from $278.63 as they recalibrated assumptions around discount rates, profit margins, and future P/E in light of a broad wave of recent price target increases, alongside fresh debate about AI risk to high margin hardware suppliers. Analyst Commentary Recent research around Illinois Tool Works reflects a mix of optimism on valuation and execution, alongside fresh concern about AI driven disruption in high margin industrial hardware and the near term earnings setup.Mise à jour du récit • Feb 27
ITW: 2026 Guidance And Earnings Delivery Will Shape Fairly Balanced Outlook
The analyst price target for Illinois Tool Works has increased by $2.69, reflecting modest updates to fair value, discount rate, revenue growth, profit margin, and future P/E based on recent price target revisions from major firms. Analyst Commentary Recent research updates on Illinois Tool Works show a cluster of higher price targets from multiple firms, alongside at least one short term cautious call.Mise à jour du récit • Feb 13
ITW: Balanced 2026 Guidance And Mixed Short Term Earnings Risk Will Matter
Analysts have raised their implied fair value estimate for Illinois Tool Works by about $13 to $275.94. This reflects updated views on the discount rate, revenue growth, profit margins, and a somewhat higher future P/E multiple following a series of recent price target increases across the Street.Mise à jour du récit • Jan 30
ITW: Cautious Earnings Setup And Prudent 2026 Guidance Will Shape Near-Term Risk
Analysts have nudged their fair value estimate for Illinois Tool Works to about $263 per share from roughly $261, reflecting modest adjustments to the discount rate, growth, margin, and future P/E assumptions while balancing cautious short term views with slightly higher long term expectations. Analyst Commentary Recent research highlights a mix of cautious and supportive views around Illinois Tool Works, especially as the market looks ahead to upcoming earnings and initial 2026 guidance.Mise à jour du récit • Jan 16
ITW: Enterprise Margin Gains And Cautious Guidance Will Shape Near-Term Earnings Risk
Narrative Update Analysts have made only a marginal adjustment to the implied price target for Illinois Tool Works, from about US$261 to roughly US$261, as slightly softer revenue growth assumptions and a higher discount rate are balanced by modestly better margin expectations and a mix of cautious views on near term earnings risks and guidance. Analyst Commentary Recent Street research around Illinois Tool Works reflects a mix of cautious and balanced views, with differing opinions on near term earnings risk, guidance setup, and margin execution.Mise à jour du récit • Oct 23
Analysts Weigh Mixed Outlook as Illinois Tool Works Updates Guidance and Dividend
Illinois Tool Works’ analyst price target has increased modestly from $261.00 to $265.00. Analysts cite upward earnings estimate revisions and expectations for continued multiple expansion across the machinery sector.Mise à jour du récit • Oct 08
Customer Backed Innovation And China EV Focus Will Create Resilience
Analysts have raised their price target for Illinois Tool Works to approximately $261 from about $259. They cite stronger sector earnings estimates and expectations for continued multiple expansion following recent model adjustments.Article d’analyse • Sep 21
Here's Why We Think Illinois Tool Works (NYSE:ITW) Is Well Worth Watching
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Article d’analyse • Aug 07
Illinois Tool Works (NYSE:ITW) Is Increasing Its Dividend To $1.61
Illinois Tool Works Inc. ( NYSE:ITW ) has announced that it will be increasing its periodic dividend on the 10th of...Article d’analyse • Jul 22
We Think Illinois Tool Works (NYSE:ITW) Might Have The DNA Of A Multi-Bagger
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...Seeking Alpha • Apr 22
Illinois Tool Works Q1 Preview: No Growth For 2025, Which Could Get Worse
Summary Illinois Tool Works Inc. is expected to report Q1 '25 earnings with no growth in sales, but profitability remains strong. Key focus areas include operational improvements, margin expansion, and the impact of tariffs on the company's performance. Analysts will likely question management on growth drivers, margin strategies, and potential updates to 2025 guidance amid economic uncertainty. Due to high uncertainty and potential tariff impacts, I recommend staying on the ITW sidelines for now. Read the full article on Seeking AlphaSeeking Alpha • Feb 09
Illinois Tool Works: Good Balance Between Growth And Value
Summary Illinois Tool Works offers a strong balance of growth and value, with high profit margins, recurring revenue, and shareholder-friendly policies like dividends and buybacks. Despite slight revenue declines, ITW has improved operating margins and increased EPS, showcasing resilience and efficiency in a volatile sector. ITW's predictable revenue streams and lower P/E ratio make it an attractive investment compared to peers like Parker-Hannifin, Ingersoll Rand, and Stanley Black & Decker. Long-term investors will appreciate ITW's 4.4% total shareholder yield, combining dividends and share buybacks, making it a solid choice in the industrials sector. Read the full article on Seeking AlphaSeeking Alpha • Nov 27
Illinois Tool Works: Customer-Back Innovation And Improving Macros To Drive Upside
Summary Illinois Tool Works Inc. has strong growth prospects driven by Customer-Back Innovation (CBI) and efficient R&D, which is helping it gain share and enhancing pricing power. The company’s margin outlook is positive, benefiting from operating leverage, cost reduction strategies, and a better margin mix due to divestitures. ITW is trading at a slight discount to its historical average P/E, offering a reasonable upside with a potential total return of ~11-12%. Read the full article on Seeking AlphaSeeking Alpha • Nov 11
Illinois Tool Works: Stagnant Growth May Hinder This Stock
Summary Illinois Tool Works has a long history of providing investors with healthy returns. The company has respectable financial metrics including a growing revenue per share figure, a stable gross profit margin and a growing return on invested capital. Dividend growth has slowed recently but is still high enough to outpace inflation. Read the full article on Seeking Alpha
Nouveau récit • Sep 24
Elevating Growth And Profitability Amidst Operational Challenges
New product launches in segments like Food Equipment are expected to drive organic growth and positively impact revenue.Seeking Alpha • Sep 09
Illinois Tool Works: Maintaining Returns In A Transition Period
Summary Illinois Tool Works plans to complete $1.5B in share repurchases in 2024. The number of outstanding shares decreased by 51% since 2004. The current quarterly payout is $1.50 per share, with a dividend yield of 2.46%. Read the full article on Seeking AlphaSeeking Alpha • Jul 24
Illinois Tool Works: Expect Sequential Improvements In Q2, But Stock Still Looks Pricey
Summary Illinois Tool Works will publish its Q2 results on July 30 before market hours. We touch upon the key themes that could dominate the earnings event. Despite the correction this year, the stock still looks expensive from a valuation perspective, and may not appeal to rotational specialists who focus on the dividend aristocrat universe. Read the full article on Seeking AlphaSeeking Alpha • Jul 16
Illinois Tool Works: Valuation Suggests More Pain To Come
Summary ITW is a globally diversified manufacturer with stable cash flows and high returns on capital. ITW's strategic approach has delivered high margins and capital discipline but little revenue growth. ITW has historically improved profitability and returns on capital, but current stock price may be overvalued. Upcoming Q2 earnings announcement could be a catalyst for further stock price declines unless revenue growth can be found. Read the full article on Seeking AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$3b |
| Dec 31 2025 | US$15m | US$1m | US$3b |
| Sep 30 2025 | n/a | n/a | US$3b |
| Jun 30 2025 | n/a | n/a | US$3b |
| Mar 31 2025 | n/a | n/a | US$3b |
| Dec 31 2024 | US$11m | US$1m | US$3b |
| Sep 30 2024 | n/a | n/a | US$3b |
| Jun 30 2024 | n/a | n/a | US$3b |
| Mar 31 2024 | n/a | n/a | US$3b |
| Dec 31 2023 | US$7m | US$920k | US$3b |
| Sep 30 2023 | n/a | n/a | US$3b |
| Jun 30 2023 | n/a | n/a | US$3b |
| Mar 31 2023 | n/a | n/a | US$3b |
| Dec 31 2022 | US$7m | US$885k | US$3b |
| Sep 30 2022 | n/a | n/a | US$3b |
| Jun 30 2022 | n/a | n/a | US$3b |
| Mar 31 2022 | n/a | n/a | US$3b |
| Dec 31 2021 | US$7m | US$854k | US$3b |
| Sep 30 2021 | n/a | n/a | US$3b |
| Jun 30 2021 | n/a | n/a | US$3b |
| Mar 31 2021 | n/a | n/a | US$2b |
| Dec 31 2020 | US$5m | US$821k | US$2b |
| Sep 30 2020 | n/a | n/a | US$2b |
| Jun 30 2020 | n/a | n/a | US$2b |
| Mar 31 2020 | n/a | n/a | US$2b |
| Dec 31 2019 | US$5m | US$786k | US$3b |
Rémunération vs marché: La rémunération totale de Chris ($USD 15.21M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 14.67M ).
Rémunération et revenus: La rémunération de Chris a augmenté de plus de 20 % tandis que les bénéfices de l'entreprise ont chuté de plus de 20 % au cours de l'année écoulée.
PDG
Chris O’Herlihy (62 yo)
2.4yrs
Titularisation
US$15,211,011
Compensation
Mr. Christopher A. O'Herlihy, also known as Chris, had been the Vice Chairman of Illinois Tool Works Inc. since 2015 until January 01, 2024 and serves as its President and Chief Executive Officer and Board...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 2.4yrs | US$15.21m | 0.021% $ 16.2m | |
| Senior VP & CFO | 12.8yrs | US$7.36m | 0.019% $ 14.4m | |
| Senior VP & Chief Human Resources Officer | 11.7yrs | US$3.51m | 0.011% $ 8.1m | |
| Executive Vice President of Specialty Products | 6.4yrs | US$3.03m | 0.0034% $ 2.5m | |
| Executive Vice President of Food Equipment | 6.4yrs | US$3.23m | 0.0025% $ 1.9m | |
| VP, Chief Accounting Officer & Principal Accounting Officer | 16.8yrs | pas de données | 0.0038% $ 2.9m | |
| Vice President of Investor Relations | no data | pas de données | pas de données | |
| Senior VP | 1yr | pas de données | 0.00012% $ 91.0k | |
| Executive Vice President of Welding | 6.4yrs | pas de données | 0.0030% $ 2.3m | |
| Executive Vice President of Automotive OEM | 4.4yrs | pas de données | 0.0013% $ 955.8k | |
| Executive Vice President of Test | 4.4yrs | pas de données | 0.0014% $ 1.0m | |
| Executive Vice President of Construction Products | 2.4yrs | pas de données | 0.00089% $ 675.2k |
6.4yrs
Durée moyenne de l'emploi
57yo
Âge moyen
Gestion expérimentée: L'équipe dirigeante de ITW est chevronnée et expérimentée (6.4 années d'ancienneté moyenne).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 2.4yrs | US$15.21m | 0.021% $ 16.2m | |
| Independent Director | 18.3yrs | US$361.30k | 0.0024% $ 1.8m | |
| Lead Independent Director | 11.8yrs | US$409.89k | 0.0015% $ 1.2m | |
| Independent Director | 14.3yrs | US$339.89k | 0.0027% $ 2.0m | |
| Independent Director | 32.4yrs | US$344.89k | 0.016% $ 12.1m | |
| Independent Director | 16.5yrs | US$354.89k | 0.14% $ 104.3m | |
| Independent Director | 14.3yrs | US$339.89k | 0.0064% $ 4.8m | |
| Non-Executive Chairman | 13.6yrs | US$589.72k | 0.090% $ 68.4m | |
| Independent Director | 5.1yrs | US$324.89k | 0% $ 0 | |
| Independent Director | 3.8yrs | US$339.89k | 0.0011% $ 819.3k | |
| Independent Director | 9.8yrs | US$349.89k | 0.0087% $ 6.6m | |
| Independent Director | 2.3yrs | US$339.89k | 0.00079% $ 599.3k |
12.7yrs
Durée moyenne de l'emploi
65.5yo
Âge moyen
Conseil d'administration expérimenté: Le conseil d'administration de la ITW est chevronné et expérimenté ( 12.7 années d'ancienneté moyenne).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/25 23:38 |
| Cours de l'action en fin de journée | 2026/06/25 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Illinois Tool Works Inc. est couverte par 28 analystes. 15 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| John Eade | Argus Research Company |
| Mircea Dobre | Baird |
| Andrew Kaplowitz | Barclays |