Illinois Tool Works Inc.

NYSE:ITW 주식 리포트

시가총액: US$76.0b

Illinois Tool Works 경영진

경영진 기준 점검 3/4

Illinois Tool Works CEO는 Chris O’Herlihy, Jan2024 에 임명되었습니다 의 임기는 2.42 년입니다. 총 연간 보상은 $15.21M, 8.8% 급여 및 91.2% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $16.24M 가치에 해당하는 회사 주식의 0.021% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 6.4 년과 12.7 년입니다.

핵심 정보

Chris O’Herlihy

최고경영자

US$15.2m

총 보수

CEO 급여 비율8.79%
CEO 재임 기간2.4yrs
CEO 지분 보유율0.02%
경영진 평균 재임 기간6.4yrs
이사회 평균 재임 기간12.7yrs

최근 경영진 업데이트

Recent updates

분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
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

CEO 보수 분석

Chris O’Herlihy의 보수는 Illinois Tool Works의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Chris의 총 보수(USD15.21M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.67M) 수준입니다.

보상과 수익: Chris의 보상은 20% 이상 증가했지만 지난 1년 동안 회사 수익은 20% 이상 감소했습니다.


CEO

Chris O’Herlihy (62 yo)

2.4yrs
재임 기간
US$15,211,011
보수

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...


리더십 팀

이름직위재임 기간보수지분
Christopher O’Herlihy
President2.4yrsUS$15.21m0.021%
$ 16.2m
Michael Larsen
Senior VP & CFO12.8yrsUS$7.36m0.019%
$ 14.4m
Mary Lawler
Senior VP & Chief Human Resources Officer11.7yrsUS$3.51m0.011%
$ 8.1m
Kenneth Escoe
Executive Vice President of Specialty Products6.4yrsUS$3.03m0.0034%
$ 2.5m
Axel R. Beck
Executive Vice President of Food Equipment6.4yrsUS$3.23m0.0025%
$ 1.9m
Randall Scheuneman
VP, Chief Accounting Officer & Principal Accounting Officer16.8yrs데이터 없음0.0038%
$ 2.9m
Erin Linnihan
Vice President of Investor Relationsno data데이터 없음데이터 없음
Christopher Rauch
Senior VP1yr데이터 없음0.00012%
$ 91.2k
Sharon Szafranski
Executive Vice President of Welding6.4yrs데이터 없음0.0030%
$ 2.3m
Javier Carbonell
Executive Vice President of Automotive OEM4.4yrs데이터 없음0.0013%
$ 957.3k
Patricia Hartzell
Executive Vice President of Test4.4yrs데이터 없음0.0014%
$ 1.0m
Guilherme de Figueiredo Silva
Executive Vice President of Construction Products2.4yrs데이터 없음0.00089%
$ 676.2k
6.4yrs
평균 재임 기간
57yo
평균 나이

경험이 풍부한 관리: ITW의 경영진은 노련하고 경험이 풍부합니다(평균 재임 6.4 년).


이사회 구성원

이름직위재임 기간보수지분
Christopher O’Herlihy
President2.4yrsUS$15.21m0.021%
$ 16.2m
Pamela Strobel
Independent Director18.3yrsUS$361.30k0.0024%
$ 1.8m
Richard Lenny
Lead Independent Director11.8yrsUS$409.89k0.0015%
$ 1.2m
James Griffith
Independent Director14.3yrsUS$339.89k0.0027%
$ 2.0m
Susan Crown
Independent Director32.4yrsUS$344.89k0.016%
$ 12.1m
David H. Smith
Independent Director16.5yrsUS$354.89k0.14%
$ 104.5m
Daniel Brutto
Independent Director14.3yrsUS$339.89k0.0064%
$ 4.8m
E. Santi
Non-Executive Chairman13.6yrsUS$589.72k0.090%
$ 68.5m
Darrell Ford
Independent Director5.1yrsUS$324.89k0%
$ 0
Kelly Grier
Independent Director3.8yrsUS$339.89k0.0011%
$ 820.6k
Jay Henderson
Independent Director9.8yrsUS$349.89k0.0087%
$ 6.6m
Jaime Irick
Independent Director2.3yrsUS$339.89k0.00079%
$ 600.2k
12.7yrs
평균 재임 기간
65.5yo
평균 나이

경험이 풍부한 이사회: ITW의 이사회는 노련하고 경험이 풍부합니다(평균 재임 12.7 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/22 05:51
종가2026/06/18 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석가 소스

Illinois Tool Works Inc.는 28명의 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