NYSE: ITW
Illinois Tool Works Inc.
Industrials · Industrial - Machinery
Pre-market: $289.94(-0.3%) · as of 5:09 AM ET
Market Cap
$83.67B
52w High
$303.16
52w Low
$238.82
P/E
26.13
Volume
572.43K
Outstanding Shares
287.70M
Performance
Return analysis
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock rose 10.79% over the last year. Revenue grew 4.3% over the trailing twelve months. Operating margin moved from 25.98% to 26.5%. Free cash flow grew 7.23% 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 26.5%. A decisive move in revenue — currently up 4.3% — 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
Oct 23, 2026
Q4 FY26 · EPS est $2.98 · Revenue est $4.25B
View
Dividends
$6.55/shareQuarterlyDividend Aristocrat · 39yrSafeITW pays a dividend with a 2.25% declared yield, 39 consecutive years of growth, growing at 7.14% annually, covered 1.5× by free cash flow.
Declared Yield
2.25%
Annual Div / Share
$6.55
5yr CAGR
+7.14%
Doubles every ~10.1yr
Payout Ratio
57.39%
Safe
Dividend Growth Rate
3yr CAGR
+7.11%
5yr CAGR
+7.14%
10yr CAGR
+11.03%
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 |
|---|---|---|
$23/yr $2/mo | $32/yr+41% $3/mo | $45/yr+99% $4/mo |
Yield-on-cost grows from 2.25% → 4.49% over 10yr
Analysis
Dividend Strengths
Dividend Aristocrat
ITW has raised its dividend for 39 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 7.14% 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.