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Illinois Tool Works Inc.

ITW 6

Specialty Industrial Machinery · 77.9B market cap · site

Price and target zones价格与目标区间

$273.57
$230–245 entry买入$297.62+ full value估值上限 · 24× fwd52wk52周 $239–$303-10% off the high距高点

What the company does公司做什么

Illinois Tool Works Inc. provides industrial products and equipment in North America, Europe, the Middle East, Africa, the Asia Pacific, and South America. It operates through seven segments: Automotive OEM; Food Equipment; Test & Measurement and Electronics; Welding; Polymers & Fluids; Construction Products; and Specialty Products.

The company serves automotive OEM and aftermarket, commercial food equipment, construction, general industrial, industrial capital goods, consumer durables, and other markets, as well as MRO markets.

Read the full description查看完整介绍

Illinois Tool Works Inc. provides industrial products and equipment in North America, Europe, the Middle East, Africa, the Asia Pacific, and South America. It operates through seven segments: Automotive OEM; Food Equipment; Test & Measurement and Electronics; Welding; Polymers & Fluids; Construction Products; and Specialty Products. The Automotive OEM segment offers plastic and metal components, fasteners, and assemblies for automobiles, light trucks, and other industrial uses. The Food Equipment segment provides warewashing, cooking, refrigeration, and food processing equipment; kitchen exhaust, ventilation, and pollution control systems; and food equipment maintenance and repair services. The Test & Measurement and Electronics segment produce and sells test and measurement; and electronic manufacturing and maintenance, repair, and operations solutions. The Welding segment produces arc welding equipment, and metal arc welding consumables and related accessories. The Polymers & Fluids segment produces adhesives, sealants, lubrication and cutting fluids, and fluids and polymers for auto aftermarket maintenance and appearance. The Construction Products segment offers engineered fastening systems and solutions for the residential construction, renovation/remodel, and commercial construction markets. The Specialty Products segment provides beverage packaging equipment and consumables, product coding and marking equipment and consumables, and appliance components and fasteners. The company serves automotive OEM and aftermarket, commercial food equipment, construction, general industrial, industrial capital goods, consumer durables, and other markets, as well as MRO markets. It distributes its products directly to industrial manufacturers, as well as through independent distributors. Illinois Tool Works Inc. was founded in 1912 and is based in Glenview, Illinois.

Business segments业务板块 7

Automotive OEM

  • Plastic and metal components, fasteners, and assemblies for automobiles, light trucks, and other industrial uses

Food Equipment

  • Warewashing, cooking, refrigeration, and food processing equipment
  • Kitchen exhaust, ventilation, and pollution control systems
  • Food equipment maintenance and repair services

Test & Measurement and Electronics

  • Produce and sells test and measurement
  • Electronic manufacturing and maintenance, repair, and operations solutions

Welding

  • Produces arc welding equipment, and metal arc welding consumables and related accessories

Polymers & Fluids

  • Produces adhesives, sealants, lubrication and cutting fluids, and fluids and polymers for auto aftermarket maintenance and appearance

Construction Products

  • Engineered fastening systems and solutions for the residential construction, renovation/remodel, and commercial construction markets

Specialty Products

  • Beverage packaging equipment and consumables, product coding and marking equipment and consumables, and appliance components and fasteners
  • It distributes its products directly to industrial manufacturers, as well as through independent distributors

Company facts公司资料

Founded成立时间
1912
Employees员工人数
43,000
Industry行业
Specialty Industrial Machinery
Country国家
United States

Investment thesis投资逻辑 from the watchlist来自关注列表

⚪ ANALYZED 9/10 — WATCH; genuinely diversifies vs EMR/ETN (no AI-capex dependency). 80/20 model, 26-29% ROIC, 63yr Dividend King. Not cheap (spot at the top of FV $229-275, entry $230-245). Trim 24x fwd.

Red flags

  • 2yr revenue CAGR just 1.4%

Historical results历史业绩 past fiscal years — these values do not change过去财年——这些数值不会变动

Profit margins利润率 the share of revenue that stays as profit营收中留存为利润的比例

Gross profit毛利润
44%
Operating profit营业利润
27%
Net profit净利润
19%

of every $1 of revenue每 $1 营收中的占比

Return on equity净资产收益率
105%
Revenue growth营收增长
+6%
Dividend yield股息率
2.51%

Competitive advantages竞争优势 from the thesis and the reports来自投资逻辑和报告

Sources来源