Illinois Tool Works Inc.

Illinois Tool Works Inc.

ITWยทNYSE

$250.26

+1.8%
IndustrialsIndustrial - Machinery

Illinois Tool Works Inc. manufactures and sells industrial products and equipment worldwide. It operates through seven segments: Automotive OEM; Food Equipment; Test & Measurement and Electronics; Welding; Polymers & Fluids; Construction Products; and Specialty Products. The Automotive OEM segment offers plastic and metal components, fasteners, and assemblies for automobiles, light trucks, and other industrial uses. The Food Equipment segment provides warewashing, refrigeration, cooking, and food processing equipment; kitchen exhaust, ventilation, and pollution control systems; and food equipment maintenance and repair services. The Test & Measurement and Electronics segment produces and sells equipment, consumables, and related software for testing and measuring of materials and structures, as well as equipment and consumables used in the production of electronic subassemblies and microelectronics. The Welding segment produces arc welding equipment; and metal arc welding consumables and related accessories. The Polymers & Fluids segment produces adhesives, sealants, lubrication and cutting fluids, and fluids and polymers for auto aftermarket maintenance and appearance. The Construction Products segment offers engineered fastening systems and solutions for the residential construction, renovation/remodel, and commercial construction markets. The Specialty Products segment offers beverage packaging equipment and consumables, product coding and marking equipment and consumables, and appliance components and fasteners. It serves the automotive OEM/tiers, commercial food equipment, construction, general industrial, and automotive aftermarket end markets. The company distributes its products directly to industrial manufacturers, as well as through independent distributors. Illinois Tool Works Inc. was founded in 1912 and is based in Glenview, Illinois.

At a Glance

Live Snapshot
Market Cap$72.00B
EPS10.5200
P/E Ratio23.79
Earnings Date07/29/2026
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Illinois Tool Works Inc. Street Expectations Map

ITW ยท NYSE

Wall Street analysts project that ITW stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 271.29, with estimates ranging from a low of 254.00 to a high of 285.00.

Lowest Target
254.00
1.49%
Consensus Target
271.29
8.40%
Highest Target
285.00
13.88%

The consensus 1-year price target stands at 271.29, with estimates ranging from a low of 254.00 to a high of 285.00.

Analyst Consensus Analysis

Upside Potential

+8.4%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

11.4% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Illinois Tool Works Inc. Forward Estimates of Revenue

ITW ยท NYSE
Latest Revenue
16.04B
FY 2025
Avg Estimate
16.61B
FY 2026
Estimate Range
16.54B - 16.73B
Analyst Spread

Forward Growth Analysis

Projected Growth+3.5%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Illinois Tool Works Inc. Forward Estimates of Net Income

ITW ยท NYSE
Latest Net Income
3.07B
FY 2025
Avg Estimate
3.26B
FY 2026
Estimate Range
3.25B - 3.43B
Analyst Spread

Forward Growth Analysis

Projected Growth+6.3%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Illinois Tool Works Inc. Forward Estimates of EPS

ITW ยท NYSE
Latest EPS
10.52
FY 2025
Avg Estimate
$11.30
FY 2026
Estimate Range
$11.13 - $11.74
Analyst Spread

Forward Growth Analysis

Projected Growth+7.4%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Illinois Tool Works Inc. Forward Estimates of EBIT

ITW ยท NYSE
Latest EBIT
4.26B
FY 2025
Avg Estimate
5.09B
FY 2026
Estimate Range
5.07B - 5.13B
Analyst Spread

Forward Growth Analysis

Projected Growth+19.6%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Illinois Tool Works Inc. Forward Estimates of EBITDA

ITW ยท NYSE
Latest EBITDA
4.65B
FY 2025
Avg Estimate
5.43B
FY 2026
Estimate Range
5.41B - 5.47B
Analyst Spread

Forward Growth Analysis

Projected Growth+16.8%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Illinois Tool Works Inc. Forward Estimates of SG&A Expense

ITW ยท NYSE
Latest SG&A Expense
2.78B
FY 2025
Avg Estimate
2.53B
FY 2026
Estimate Range
2.52B - 2.55B
Analyst Spread

Forward Growth Analysis

Projected Growth-9.1%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Illinois Tool Works Inc. Insider Positioning

ITW ยท NYSE

During the last 12 months, insiders have purchased $1.68M and sold $22.27M worth of ITW shares, resulting in $20.59M of net selling activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

6.7K

1.68M

Sold

69.4K

20.09M

Net Activity

-18.4M

-$18.42M

6-9 Months

Bought

0

0.00

Sold

8.3K

2.18M

Net Activity

-2.2M

-$2.18M

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
SDBJ

Smith David Byron Jr

Director

6.7K sharesโ€ข1 transactions

$1.68M

Top Sellers

1
SES

Santi Ernest Scott

Director

47.9K sharesโ€ข1 transactions

$13.83M

2
LMK

Lawler Mary Katherine

Officer: Svp & Chief Hr Officer

17.3K sharesโ€ข1 transactions

$5.04M

3
SRJ

Scheuneman Randall J

Officer: Vp & Chief Accounting Officer

6.8K sharesโ€ข1 transactions

$1.80M

4
BA

Beck Axel

Officer: Executive Vice President

4.2K sharesโ€ข1 transactions

$1.23M

5
SPB

Strobel Pamela B

Director

1.5K sharesโ€ข1 transactions

$373K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $20.59M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.08:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.