NYSE: ITW
Illinois Tool Works Inc.
Industrials · Industrial - Machinery
Pre-market: $263.00(+0.34%) · as of 7:31 AM ET
Market Cap
$75.41B
52w High
$303.16
52w Low
$238.82
P/E
24.18
Volume
1.70M
Outstanding Shares
287.70M
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock rose 8.68% over the last year. Revenue grew 2.9% over the trailing twelve months. Operating margin moved from 25.93% to 26.42%. Free cash flow declined 3.76% over the trailing twelve months.
What the market seems to be pricing
The stock has moved higher against modestly improving underlying metrics. The operating data does not yet tell a clear story — the move may reflect sentiment, sector rotation, or macro factors rather than company-specific earnings power.
What would invalidate this read
Operating margin currently stands at 26.42%. A decisive move in revenue — currently up 2.9% — would be the clearest signal to resolve the ambiguity.
Company profile
Illinois Tool Works Inc. is a global enterprise specializing in the production and distribution of a wide array of industrial goods and specialized equipment.
Valuation
Stock splits
Every 1 shares became 2
Every 1 shares became 2
Every 1 shares became 2
Every 1 shares became 2
Every 1 shares became 2
Profitability & growth
Analyst consensus
6
Buy
13
Hold
9
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Jul 29, 2026
Q3 FY26 · EPS est $2.80 · Revenue est $4.19B
View
Dividends
$6.44/shareQuarterlyDividend Aristocrat · 38yrEx-div Jun 30, 2026 · in 12dSafeITW pays a dividend with a 2.46% declared yield, 38 consecutive years of growth, growing at 7.15% annually, covered 1.5× by free cash flow.
Declared Yield
2.46%
Annual Div / Share
$6.44
5yr CAGR
+7.15%
Doubles every ~10.0yr
Payout Ratio
57.72%
Safe
Dividend Growth Rate
3yr CAGR
+7.12%
5yr CAGR
+7.15%
10yr CAGR
+11.34%
Dividend History
Annualized dividend cycles per share
Income Projection
Today
$2/mo
In 5 yrs
$3/mo
In 10 yrs
$4/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$25/yr $2/mo | $35/yr+41% $3/mo | $49/yr+99% $4/mo |
Yield-on-cost grows from 2.46% → 4.9% over 10yr
Analysis
Dividend Strengths
Dividend Aristocrat
ITW has raised its dividend for 38 consecutive years — qualifying as a Dividend Aristocrat, demonstrating long-term commitment to shareholder income.
Well-covered by free cash flow
The dividend is covered 1.5× by free cash flow, indicating the company generates sufficient cash to sustain and potentially grow the payout without straining its finances.
Strong dividend growth rate
The 5-year CAGR of 7.15% meaningfully outpaces inflation, compounding real income growth for long-term holders.
Risks to Watch
No strong risk signal stands out from the latest period pair.