Illinois Tool Works Inc.

Report azionario NYSE:ITW

Capitalizzazione di mercato: US$71.9b

Illinois Tool Works Performance degli utili passati

Criteri Il passato verificati 2/6

Illinois Tool Works ha registrato una crescita degli utili a un tasso medio annuo di 5.4%, mentre il settore Machinery ha registrato utili in crescita a un tasso medio annuo di 8%. I ricavi sono stati in crescita a un tasso medio annuo di 2.8%. Il ritorno sul capitale proprio di Illinois Tool Works è 97% e ha margini netti di 19.3%.

Informazioni chiave

5.38%

Tasso di crescita degli utili

7.21%

Tasso di crescita dell'EPS

Machinery Crescita del settore8.77%
Tasso di crescita dei ricavi2.84%
Rendimento del capitale proprio97.03%
Margine netto19.32%
Ultimo aggiornamento sugli utili31 Mar 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Articolo di analisi 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 Alpha
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi Jun 22

Does Illinois Tool Works (NYSE:ITW) Deserve A Spot On Your Watchlist?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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
User avatar
Nuova narrazione 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking Alpha May 17

Illinois Tool Works: Attractively Valued With Good Growth Prospects

Summary Illinois Tool Works Inc. is expected to benefit from easier year-over-year comparisons and stable demand, leading to revenue growth. The company's focus on customer-driven innovation and new product launches should help it gain market share and increase revenues. Operating margin is expected to improve as organic growth recovers and the company continues its enterprise initiatives, supporting margin growth. Read the full article on Seeking Alpha

Ripartizione dei ricavi e delle spese

Come Illinois Tool Works guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NYSE:ITW Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 2616,2213,1342,7530
31 Dec 2516,0443,0662,7370
30 Sep 2515,8833,0262,6950
30 Jun 2515,7903,3652,6790
31 Mar 2515,7643,3692,6740
31 Dec 2415,8983,4882,6470
30 Sep 2415,9493,4552,6460
30 Jun 2416,0143,0672,6030
31 Mar 2416,0613,0622,6060
31 Dec 2316,1072,9572,6050
30 Sep 2316,0953,1472,5880
30 Jun 2316,0753,1022,5970
31 Mar 2316,0123,0862,5640
31 Dec 2215,9323,0342,5380
30 Sep 2215,6402,7362,5200
30 Jun 2215,1852,6482,4800
31 Mar 2214,8502,6852,4140
31 Dec 2114,4552,6942,3330
30 Sep 2114,2512,7272,2700
30 Jun 2114,0022,6702,2520
31 Mar 2112,8902,2142,1530
31 Dec 2012,5742,1092,1500
30 Sep 2012,5682,1082,1760
30 Jun 2012,7402,1862,1800
31 Mar 2013,7852,4902,2890
31 Dec 1914,1092,5212,3370
30 Sep 1914,2202,4872,3310
30 Jun 1914,3542,4652,3460
31 Mar 1914,5762,5082,3690
31 Dec 1814,7682,5632,3710
30 Sep 1814,8171,8802,4030
30 Jun 1814,8191,8822,4140
31 Mar 1814,5871,8032,4040
31 Dec 1714,3141,6872,4030
30 Sep 1714,0842,2702,3950
30 Jun 1713,9642,1652,4120
31 Mar 1713,7962,1032,4240
31 Dec 1613,5992,0352,4030
30 Sep 1613,4751,9782,4160
30 Jun 1613,3341,9542,3930
31 Mar 1613,3371,9092,3980
31 Dec 1513,4051,8992,4170
30 Sep 1513,6341,9102,4630
30 Jun 1513,9721,9062,5570

Guadagni di qualità: ITW ha guadagni di alta qualità.

Margine di profitto in crescita: Gli attuali margini di profitto netti di ITW (19.3%) sono inferiori rispetto allo scorso anno (21.4%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: Gli utili di ITW sono cresciuti del 5.4% all'anno negli ultimi 5 anni.

Accelerare la crescita: ITW ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.

Guadagni vs Settore: ITW ha avuto una crescita negativa degli utili ( -7% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Machinery ( 1.6% ).


Rendimento del capitale proprio

ROE elevato: Sebbene il Return on Equity ( 97.03% ) di ITW sia eccezionale, questa metrica è distorta a causa del loro elevato livello di debito.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/22 10:23
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Illinois Tool Works Inc. è coperta da 31 analisti. 15 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
John EadeArgus Research Company
Mircea DobreBaird
Andrew KaplowitzBarclays