Illinois Tool Works Inc.

NYSE:ITW 주식 리포트

시가총액: US$72.1b

Illinois Tool Works 향후 성장

Future 기준 점검 2/6

Illinois Tool Works (는) 각각 연간 5.6% 및 3.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 7.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 104.8% 로 예상됩니다.

핵심 정보

5.6%

이익 성장률

7.07%

EPS 성장률

Machinery 이익 성장16.3%
매출 성장률3.6%
향후 자기자본이익률104.77%
애널리스트 커버리지

Good

마지막 업데이트21 May 2026

최근 향후 성장 업데이트

분석 기사 • 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...

Recent updates

분석 기사 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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
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새로운 내러티브 • 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

이익 및 매출 성장 예측

NYSE:ITW - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202817,7913,6173,5884,0419
12/31/202717,1923,4413,4733,77715
12/31/202616,6043,2593,3843,63015
3/31/202616,2213,1342,7393,157N/A
12/31/202516,0443,0662,7073,126N/A
9/30/202515,8833,0262,8453,277N/A
6/30/202515,7903,3652,7243,147N/A
3/31/202515,7643,3692,8463,284N/A
12/31/202415,8983,4882,8443,281N/A
9/30/202415,9493,4552,7563,206N/A
6/30/202416,0143,0672,8293,297N/A
3/31/202416,0613,0622,9633,400N/A
12/31/202316,1072,9573,0843,539N/A
9/30/202316,0953,1472,8313,311N/A
6/30/202316,0753,1022,5873,042N/A
3/31/202316,0123,0862,3022,753N/A
12/31/202215,9323,0341,9362,348N/A
9/30/202215,6402,7361,9762,311N/A
6/30/202215,1852,6481,9122,217N/A
3/31/202214,8502,6851,9692,271N/A
12/31/202114,4552,6942,2612,557N/A
9/30/202114,2512,7272,2712,556N/A
6/30/202114,0022,6702,3542,620N/A
3/31/202112,8902,2142,5582,802N/A
12/31/202012,5742,1092,5712,807N/A
9/30/202012,5682,1082,5582,808N/A
6/30/202012,7402,1862,7573,045N/A
3/31/202013,7852,4902,6842,993N/A
12/31/201914,1092,521N/A2,995N/A
9/30/201914,2202,487N/A3,030N/A
6/30/201914,3542,465N/A2,954N/A
3/31/201914,5762,508N/A2,889N/A
12/31/201814,7682,563N/A2,811N/A
9/30/201814,8171,880N/A2,697N/A
6/30/201814,8191,882N/A2,633N/A
3/31/201814,5871,803N/A2,477N/A
12/31/201714,3141,687N/A2,402N/A
9/30/201714,0842,270N/A2,371N/A
6/30/201713,9642,165N/A2,215N/A
3/31/201713,7962,103N/A2,286N/A
12/31/201613,5992,035N/A2,302N/A
9/30/201613,4751,978N/A2,341N/A
6/30/201613,3341,954N/A2,423N/A
3/31/201613,3371,909N/A2,336N/A
12/31/201513,4051,899N/A2,299N/A
9/30/201513,6341,910N/A2,054N/A
6/30/201513,9721,906N/A1,619N/A

애널리스트 향후 성장 전망

수입 대 저축률: ITW 의 연간 예상 수익 증가율(5.6%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: ITW 의 연간 수익(5.6%)이 US 시장(16.8%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: ITW 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: ITW 의 수익(연간 3.6%)이 US 시장(연간 11.6%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: ITW 의 수익(연간 3.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: ITW의 자본 수익률은 3년 후 104.8%로 매우 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 22:27
종가2026/05/21 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

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분석가 소스

Illinois Tool Works Inc.는 31명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
John EadeArgus Research Company
Mircea DobreBaird
Andrew KaplowitzBarclays