Illinois Tool Works Inc.

NYSE:ITW 株式レポート

時価総額:US$81.4b

Illinois Tool Works マネジメント

マネジメント 基準チェック /34

Illinois Tool Worksの CEO はChris O’Herlihyで、 Jan2024年に任命され、 の在任期間は 2.5年です。 の年間総報酬は$ 15.21Mで、 8.8%給与と91.2%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.021%を直接所有しており、その価値は$ 17.40M 。経営陣と取締役会の平均在任期間はそれぞれ4.5年と12.8年です。

主要情報

Chris O’Herlihy

最高経営責任者

US$15.2m

報酬総額

CEO給与比率8.79%
CEO在任期間2.5yrs
CEOの所有権0.02%
経営陣の平均在職期間4.5yrs
取締役会の平均在任期間12.8yrs

経営陣の近況

Recent updates

Seeking Alpha Jul 16

Illinois Tool Works: Growth Could Justify The Premium Valuation

Summary Illinois Tool Works is rated Hold due to a premium valuation not justified by its below-sector growth profile. Recovery in the semiconductor market and the Customer-Back Innovation (CBI) program are expected to drive FY2026 net sales growth. Margin expansion is supported by the 80/20 program and Product Line Simplification, with management targeting 100 bps improvement in FY2026. ITW trades at a 23.95x P/E, a 56.68% PEG premium to peers, while forward revenue and EBITDA growth lag sector medians by ~60%. Read the full article on Seeking Alpha
ナラティブ更新 Jul 13

ITW: Dividend Strength And Margin Initiatives Will Support Fairly Valued Shares

The analyst price target for Illinois Tool Works has been increased by about $5, as analysts cite modest adjustments to revenue growth, profit margins, and forward P/E assumptions, supported by recent sector research highlighting healthier U.S. macro data and potential upside catalysts in select business lines. Analyst Commentary Recent Street research on Illinois Tool Works shows a mix of optimism and caution, with several firms fine tuning price targets ahead of upcoming earnings and sector data points.
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
分析記事 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...
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
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新しいナラティブ 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

CEO報酬分析

Illinois Tool Works の収益と比較して、Chris O’Herlihy の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$3b

Dec 31 2025US$15mUS$1m

US$3b

Sep 30 2025n/an/a

US$3b

Jun 30 2025n/an/a

US$3b

Mar 31 2025n/an/a

US$3b

Dec 31 2024US$11mUS$1m

US$3b

Sep 30 2024n/an/a

US$3b

Jun 30 2024n/an/a

US$3b

Mar 31 2024n/an/a

US$3b

Dec 31 2023US$7mUS$920k

US$3b

Sep 30 2023n/an/a

US$3b

Jun 30 2023n/an/a

US$3b

Mar 31 2023n/an/a

US$3b

Dec 31 2022US$7mUS$885k

US$3b

Sep 30 2022n/an/a

US$3b

Jun 30 2022n/an/a

US$3b

Mar 31 2022n/an/a

US$3b

Dec 31 2021US$7mUS$854k

US$3b

Sep 30 2021n/an/a

US$3b

Jun 30 2021n/an/a

US$3b

Mar 31 2021n/an/a

US$2b

Dec 31 2020US$5mUS$821k

US$2b

Sep 30 2020n/an/a

US$2b

Jun 30 2020n/an/a

US$2b

Mar 31 2020n/an/a

US$2b

Dec 31 2019US$5mUS$786k

US$3b

報酬と市場: Chrisの 総報酬 ($USD 15.21M ) は、 US市場 ($USD 14.63M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Chrisの報酬は 20% 以上増加しましたが、会社の収益は過去 1 年間で 20% 以上減少しました。


CEO

Chris O’Herlihy (62 yo)

2.5yrs
在職期間
US$15,211,011
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Christopher O’Herlihy
President2.5yrsUS$15.21m0.021%
$ 17.4m
Michael Larsen
Senior VP & CFO12.8yrsUS$7.36m0.019%
$ 15.4m
Mary Lawler
Senior VP & Chief Human Resources Officer11.8yrsUS$3.51m0.011%
$ 8.7m
Kenneth Escoe
Executive Vice President of Specialty Products6.5yrsUS$3.03m0.0034%
$ 2.7m
Axel R. Beck
Executive Vice President of Food Equipment6.5yrsUS$3.23m0.0025%
$ 2.0m
Matteo Pigozzo
VP & Chief Accounting Officerno dataデータなし0.0017%
$ 1.4m
Erin Linnihan
Vice President of Investor Relationsno dataデータなしデータなし
Christopher Rauch
Senior VP1.1yrsデータなし0.00012%
$ 97.7k
Randall Scheuneman
Advisorless than a yearデータなし0.0038%
$ 3.1m
Sharon Szafranski
Executive Vice President of Welding6.5yrsデータなし0.0030%
$ 2.5m
Javier Carbonell
Executive Vice President of Automotive OEM4.5yrsデータなし0.0013%
$ 1.0m
Patricia Hartzell
Executive Vice President of Test4.5yrsデータなし0.0014%
$ 1.1m
4.5yrs
平均在職期間
57yo
平均年齢

経験豊富な経営陣: ITWの経営陣は 経験豊富 であると考えられます ( 4.5年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Christopher O’Herlihy
President2.5yrsUS$15.21m0.021%
$ 17.4m
Pamela Strobel
Independent Director18.4yrsUS$361.30k0.0024%
$ 1.9m
Richard Lenny
Lead Independent Director11.9yrsUS$409.89k0.0015%
$ 1.2m
James Griffith
Independent Director14.3yrsUS$339.89k0.0027%
$ 2.2m
Susan Crown
Independent Director32.5yrsUS$344.89k0.016%
$ 12.9m
David H. Smith
Independent Director16.6yrsUS$354.89k0.14%
$ 112.0m
Daniel Brutto
Independent Director14.4yrsUS$339.89k0.0064%
$ 5.2m
E. Santi
Non-Executive Chairman13.7yrsUS$589.72k0.090%
$ 73.4m
Darrell Ford
Independent Director5.2yrsUS$324.89k0%
$ 0
Kelly Grier
Independent Director3.8yrsUS$339.89k0.0011%
$ 879.4k
Jay Henderson
Independent Director9.9yrsUS$349.89k0.0087%
$ 7.1m
Jaime Irick
Independent Director2.4yrsUS$339.89k0.00079%
$ 643.3k
12.8yrs
平均在職期間
65.5yo
平均年齢

経験豊富なボード: ITWの 取締役会 は経験豊富で 経験豊富 です ( 12.8年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/07/27 19:16
終値2026/07/24 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Illinois Tool Works Inc. 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。25

アナリスト機関
John EadeArgus Research Company
Mircea DobreBaird
Walter LiptakBarrington Research Associates, Inc.