Illinois Tool Works (ITW)
Industrials · Diversified industrial manufacturing and engineered fasteners
A diversified manufacturer serving industrial and commercial markets through specialized engineered fasteners, components, and systems optimized via operational discipline.
What Illinois Tool Works does
Illinois Tool Works manufactures and sells a diversified range of engineered products, fasteners, consumables, and systems to the automotive, construction, industrial, and commercial markets globally. The company operates through multiple business segments and applies its "80/20 Front-to-Back" operational excellence practice—focused on portfolio discipline, product-customer simplification, and organic growth—to improve margins and capital efficiency. With over 50% of net sales derived from customers outside the United States, ITW operates across 49 countries and generates revenues of approximately $4 billion quarterly with net margins near 19%.
Themes: ["Operational efficiency","Diversified industrials","Global manufacturing","Portfolio optimization","Engineered components","Capital allocation","Organic growth","Supply chain management"]
Fundamentals
- Price$265.48 as of 2026-07-09 close
- Market cap$76.8B as of 2026-07-10
- 1-year return+2.8% as of 2026-07-09 close
- P/E24.49 as of 2026-07-10
- Net margin+19.3% as of 2026-07-10
- Gross margin+44.1% as of 2026-07-10
- ROE+97.4% as of 2026-07-10
- Debt / equity2.83 as of 2026-07-10
- Revenue growth (YoY)+2.9% as of 2026-07-10
- Revenue CAGR (3y)+0.2% SEC XBRL
- Beta1.02 as of 2026-07-10
Dividend: yield +2.4%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Global economic downturn, supply chain disruptions, and geopolitical instability (including Russia-Ukraine conflict and tariff escalation) could reduce demand and increase costs across all business segments","Currency exchange rate fluctuations, particularly U.S. Dollar strength versus the Euro, directly impact profitability given over 50% of sales are international","Execution risk on enterprise strategy initiatives and 80/20 optimization to achieve targeted margins and long-term financial performance goals"]
Competitors & peers
- Parker Hannifin (PH)
- Rexnord (RXN)
- SPX Corporation (SPXC)
- Roper Technologies (ROP)
- Xylem (XYL)
- Circor International (CRCR)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.