Illinois Tool Works Inc. (ITW)

In the past six months (April 2025 - October 2025), ITW's stock price increased by 15.26%. In Q1 2025, ITW reported revenue of $3.8 billion, down 3.4%, with GAAP EPS at $2.38, maintaining its full-year EPS guidance. In Q2 2025, revenue was $4.1 billion, up 1%, with a record GAAP EPS of $2.58, raising its full-year EPS guidance. The Board approved dividend increases in August 2024 and 2025, declaring a quarterly dividend of $1.61 per share payable on October 10, 2025. ITW repurchased $375 million of its shares in Q1 and Q2 2025, planning $1.5 billion in repurchases for the year. As of October 2025, analysts have a consensus rating of 'Reduce' with an average price target of $261.58. The stock reached a 52-week low of $214.66 on April 8, 2025, and a 52-week high of $279.13 on November 27, 2024.

ITW experiences demand seasonality for its products and services, which is factored into its financial guidance, with the first quarter typically seeing seasonal revenue declines. The Construction Products segment is sensitive to interest rates and has faced global demand challenges. The company's diversified portfolio helps to make it more resilient to market volatility.

Illinois Tool Works Inc. (ITW) is a global diversified industrial manufacturer specializing in engineered fasteners, components, equipment, consumable systems, and specialty products. Founded in 1912 and headquartered in Glenview, Illinois, ITW operates through a decentralized business model, emphasizing customer-backed innovation and operational excellence. The company is a Fortune 200 company operating in the industrial goods and machinery sector, with a diversified portfolio across seven market-leading segments: Automotive OEM, Food Equipment, Test & Measurement and Electronics, Welding, Polymers & Fluids, Construction Products, and Specialty Products.

ITW has a significant global presence, operating in 57 countries with approximately 49,000 employees. Its products and solutions are utilized worldwide across various industries. The company's manufacturing centers and sales/support offices are strategically located across North America, Europe, Asia-Pacific, and South America. ITW Automotive alone has over 70 plants worldwide.

In the past year (October 2024 - October 2025), there have been no widely reported significant negative events impacting ITW's overall brand reputation. The company emphasizes its commitment to innovation and customer-centricity, which enhances its brand reputation and drives organic growth. Earlier legal cases include a 2023 dispute with a distributor over online sales of 'Auto Magic' products and a 2015 class-action lawsuit concerning Rain-X windshield washer fluid.

ITW has a mixed ownership structure including institutional, retail, and individual investors. Institutional investors hold approximately 79.77% to 84% of the company's shares, with major holders including Vanguard Group Inc. and BlackRock, Inc. Harold B. Smith is the largest individual shareholder, owning 72.06 million shares, representing 24.72% of the company. Insiders own less than 1%, and the general public holds about 15% of the ownership.