ITW is a high-quality compounder but exposed to auto OEM volumes and European industrial weakness. The 80/20 operating model delivers margin resilience, but organic growth remains anemic at 1-3%. Limited explicit geopolitical catalysts; share-buyback support remains primary driver.
Thesis reviewed May 29, 2026
Illinois Tool Works Inc. is headquartered in United States, which is currently showing moderate signals.
πΊπΈUnited States53EARLYView United States risk detail βπIndustrials23WATCH| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| NSC | Norfolk Southern Corporation | 28 | +3% | β6% | NEUTRAL |
| UNP | Union Pacific Corporation | 28 | +7% | β6% | EARLY |
| EXPO | Exponent Inc. | 28 | +6% | β6% | NEUTRAL |
| HON | Honeywell International Inc. | 28 | +8% | β6% | EARLY |
| UPS | United Parcel Service, Inc. | 28 | -10% | β6% | AVOID |
| PH | Parker Hannifin Corporation | 28 | +9% | β6% | EARLY |
| ETN | Eaton Corporation plc | 28 | +16% | β6% | EARLY |
Investors who hold ITW may also have indirect exposure through these country funds.
ITW Q1 2026 organic revenue flat; Auto OEM segment down 3%
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Shelley M Capito | Sell | $1kβ$15k | Feb 24, 26 | -13.3% | |
| Shelley M Capito | Sell | $1kβ$15k | Jan 17, 25 | -1.9% | |
| C. Scott FranklinFL | R | Buy | Unknown amount | Sep 25, 24 | -1.8% |
| John JamesMI | R | Buy | Unknown amount | Sep 6, 24 | +5.9% |
| John JamesMI | R | Buy | $1kβ$15k | Nov 10, 23 | +1.9% |
| Thomas H Tuberville | Sell | $1kβ$15k | May 3, 24 | +10.4% |