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.
🇺🇸United States48EARLYView United States risk detail →🏭Industrials45WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| ABB | ABB Ltd | 46 | +7% | ↓6% | EARLY |
| ROK | Rockwell Automation, Inc. | 46 | +2% | ↓6% | NEUTRAL |
| UNP | Union Pacific Corporation | 46 | +7% | ↓6% | EARLY |
| IR | Ingersoll Rand Inc. | 46 | +9% | ↓6% | EARLY |
| CARR | Carrier Global Corporation | 46 | +10% | ↓6% | EARLY |
| EXPO | Exponent Inc. | 46 | +6% | ↓6% | NEUTRAL |
| UPS | United Parcel Service, Inc. | 46 | -10% | ↓6% | AVOID |
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 · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Shelley M Capito | Sell | $1k–$15k | Feb 24, 26 | -13.3% | |
| Shelley M Capito | Sell | $1k–$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 | $1k–$15k | Nov 10, 23 | +1.9% |
| Thomas H Tuberville | Sell | $1k–$15k | May 3, 24 | +10.4% |