Illinois Tool Works
NYSE: ITW
Stock price
281.65 USD
(+0%) TODAY
Financial Performance
5Y price score: 31
The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.
10Y return: 173.2%
US$ Per
Share
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238.8
52-week range
303.1
Your model inputs
Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
3.6 %
Dividend Yield TTM
2.3 %
Market cap $
$ 81,031
Price / Earnings TTM
25.5
Price / Book TTM
27.9
PEG TTM
2.5
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
7.9 %
33.9 %
173.2 %
Free cash flow per share growth
43.4 %
14.7 %
70.1 %
Earnings per share growth
10.1 %
58.2 %
104.5 %
Founded: 1,912
Employees: 44,000
Business Summary:
Latest Earnings Call Takeaways
2026 Q2 (Jul 28, 2026)
1) Strong Financial Performance - ITW reported a 4.5% organic growth in Q2 2026, with total revenue increasing by 6.1%. - Operating income reached a record $1.15 billion, a 7.4% increase YoY, marking the most profitable quarter in the company's history. - GAAP EPS rose by 10% to $2.84. - Operating margin expanded to 26.7%, benefiting from enterprise initiatives contributing 120 basis points.
2) Segment Highlights and Growth Drivers - Welding segment saw 14% organic growth, driven by strong demand in infrastructure and energy sectors. - Test & Measurement and Electronics grew by 10%, with Electronics alone surging 21%. - Polymers & Fluids achieved 7% growth, supported by new product traction in the Automotive Aftermarket. - Automotive OEM remained flat, with North America and China both up 1%, while Europe declined by 5%.
3) Operational Excellence and Innovation - ITW's customer-back innovation (CBI) contributed 3% to revenue growth in the first half of 2026, up from 2.4% for the full year 2025. - Free cash flow increased by 41%, with a 77% conversion rate. - The company returned over $1.2 billion to shareholders through dividends and share repurchases.
4) Guidance and Future Outlook - Full-year organic growth guidance raised to a midpoint of 3.5%, up from 2% to 3%. - GAAP EPS guidance increased by $0.15 to a new midpoint of $11.45, reflecting 9% YoY growth. - All seven segments are expected to deliver positive organic growth and expand operating margins in the second half of 2026.
5) Challenges and Considerations - A storm impacted two welding facilities, but ITW does not expect any material impact on overall business. - Price/cost dynamics remain a concern, with a 40 basis point margin drag due to timing lags in price adjustments against raw material costs. - The company is actively managing inflationary pressures through strategic pricing and productivity initiatives.
Bottom line: ITW's robust Q2 performance, driven by strong organic growth and operational excellence, positions the company well for continued success in 2026, despite facing some inflationary pressures and operational challenges. Shareholders can expect sustained growth and improved margins as ITW executes its long-term strategies.
Annual Reports, Presentations And IR Contacts
Go to the websiteIllinois Tool Works — Financial Overview, Stock Price, Market Cap
Illinois Tool Works is a company. Founded in 1912. As of August 26, 2026, the company's market capitalization is $81030705000 with a current stock price of $281.65.