What is the 13F Pro Quality Score for ITW?

13F Pro ranks ILLINOIS TOOL WORKS INC (ITW) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View ITW's current score at https://13fpro.ai/company/ITW (free sign-up required for the full ranking).

Where does 13F Pro source ITW data?

All ILLINOIS TOOL WORKS INC fundamentals and ownership data come directly from SEC EDGAR. ILLINOIS TOOL WORKS INC files with the SEC under CIK 49826. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is ITW in?

ILLINOIS TOOL WORKS INC (ITW) is classified in the Industrials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/industrials.

What drives ITW's revenue?

Per ILLINOIS TOOL WORKS INC's latest 10-Q filed with the SEC on 2026-08-06, the biggest revenue drivers are: Automotive OEM ($857M, +1.3% YoY); Test & Measurement and Electronics ($769M, +12.1% YoY); Food Equipment ($692M, +1.6% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/ITW.

How often is ITW research updated on 13F Pro?

ITW's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

ILLINOIS TOOL WORKS INC(ITW)Stock Analysis

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SEC EDGAR: CIK 49826 ITW stock profile & AI dashboard →

13F Pro Quality Score

63.6/100

Rank #600 of 2,961 stocksTOP 25%

View Industrials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

27.8/100

Profitability

76.1/100

Balance Sheet

95.8/100

Earnings Quality

38.2/100

Free Cash Flow

69.8/100

Institutional Flow

61.4/100

Revenue Scale

91.1/100

Dilution Risk

77.6/100

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Why ITW Scores 64/100

exact factor attribution · 2026-09-11

ITW's composite is driven by scale and capital efficiency, held back by revenue growth and earnings quality. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Scale

+6.2 pts

91th pct

Capital efficiency

+4.6 pts

96th pct

Profitability

+3.9 pts

76th pct

Free cash flow

+3.0 pts

70th pct

Shareholder dilution

+1.4 pts

78th pct

Institutional flow

+0.6 pts

61th pct

Earnings growth

-0.3 pts

43th pct

Earnings quality

-1.2 pts

38th pct

Revenue growth

-4.4 pts

28th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

ITW Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for ILLINOIS TOOL WORKS INC (ITW), a Industrials sector company. 13F Pro's AI-powered ranking engine scores ITW at 63.6/100 on a 32-signal composite quality model, placing it at rank #600 of 2,961 stocks — the top 25% of the AI-ranked universe. ITW scores in the top quartile across balance sheet strength (95.8), revenue scale (91.1), profitability (76.1). Areas of concern include revenue growth (27.8) and earnings quality (38.2), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), ILLINOIS TOOL WORKS INC reports quarterly revenue of $4.3B, net income of $815.0M, an operating margin of 26.7%. Top institutional holders of ITW by reported 13-F value include Briar Hall Management, BlackRock, STATE FARM MUTUAL AUTOMOBILE INSURANCE, based on the most recent SEC filings. ITW trades on the NYSE exchange and files with the SEC under CIK 49826. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ITW daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for ILLINOIS TOOL WORKS INC directly from SEC EDGAR. ILLINOIS TOOL WORKS INC's 13F Pro composite quality score has ranged between 62 and 76 since 2021, currently 63.6 — a declining long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about ILLINOIS TOOL WORKS INC

Quirks, history, and lore behind ITW — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. industrial conglomerate · large-cap · listed on the NYSE · headquartered in Illinois.
2
The Numbers
Annual revenue around $16 billion, spread across seven business segments — yet it consistently delivers operating margins above 25%, the envy of the industrial world.
3
The History
Founded in 1912 in Chicago, it spent decades quietly acquiring hundreds of businesses and is now one of the oldest components of the Dow Jones Industrial Average.
4
The Secret
Its legendary 80/20 simplification strategy means it ruthlessly focuses on the 20% of customers and products that drive 80% of profit — and cheerfully dumps the rest.
5
The Lore
It holds thousands of patents and makes everything from welding equipment to automotive components to food-equipment — yet most consumers have never heard of it.
6
The Giveaway
Its three-letter ticker is basically its whole identity: Illinois, Tool, Works — a century-old maker of industrial fasteners, polymers, and welding gear that Wall Street calls a margin machine.

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What's Driving ITW's Business? Latest 10-Q Breakdown

✓ 39/39 datapoints verified

AI-extracted from ILLINOIS TOOL WORKS INC's 10-Q filed 2026-08-06 — Q2 2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Operating revenue rose 6.1% to $4,301M with 4.5% organic growth, led by Test & Measurement and Electronics (+12.1%) and Welding (+14.7%), lifting operating margin 40 bps to 26.7%.

Biggest Revenue Drivers

Automotive OEM$857M+1.3% YoY

Favorable foreign currency translation, partially offset by organic revenue down 0.4%

Test & Measurement and Electronics$769M+12.1% YoY

Organic revenue up 10.0% on higher demand in semiconductor and electronics end markets

Biggest Revenue Drivers

Total revenue: $4,301M+6.1% YoY

Automotive OEM$857M+1.3% YoY

Favorable foreign currency translation, partially offset by organic revenue down 0.4%

Test & Measurement and Electronics$769M+12.1% YoY

Organic revenue up 10.0% on higher demand in semiconductor and electronics end markets

Food Equipment$692M+1.6% YoY

Growth from favorable foreign currency translation; organic revenue flat

Welding$549M+14.7% YoY

Organic revenue up 13.9%; equipment grew 18.7% and consumables 6.0%

Construction Products$494M+4.3% YoY

Organic revenue up 2.0% on higher demand across all major regions

Largest Expense Items

Cost of revenue$2,403M+5.8% YoY

Higher revenue and higher employee-related expenses; 55.9% of revenue vs 56.0%

Selling, administrative, and research and development$735M+6.1% YoY

Enterprise initiative benefits offset by higher selling, advertising and employee-related expenses

Interest expense$79Mvs $74M prior year

Higher total debt of $9,694M, including $2.1B commercial paper

Amortization and impairment of intangible assets$16Mvs $21M prior year

Lower primarily due to fully amortized intangible assets

Margins: Operating margin rose 40 bps to 26.7%, driven by enterprise initiative benefits of 120 bps and positive operating leverage of 90 bps, partially offset by higher employee-related expenses and unfavorable price/cost of 40 bps.

Watch Items from the Filing

Price/cost was unfavorable 40 bps company-wide, and 160 bps in Specialty Products and 90 bps in Automotive OEM, amid shifting U.S. tariff policy.
Food Equipment margin fell 60 bps to 27.1%; North American equipment organic revenue declined 8.2% on lower institutional and quick-service restaurant demand.
Total debt rose to $9,694M from $8,969M, with short-term debt at $3,145M including $2.1B commercial paper at 3.78%; debt/EBITDA 2.0x.
Welding international organic revenue declined 6.4% and Automotive OEM European organic revenue fell 5.3%, signaling weakening non-U.S. demand.
Repurchased 2.9 million shares for approximately $750 million in the quarter; $865 million remains authorized under the 2023 Program.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$4.3B

Net Income

Q2 2026

$815.0M

Free Cash Flow

Q2 2026

$631.0M

Operating Margin

Q2 2026

26.7%

ROIC

Q2 2026

36.4%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+0.9% YoY

$16.04BFY 2025

FY22 $15.93BFY23 $16.11BFY24 $15.90BFY25 $16.04B

Operating Income

-1.1% YoY

$4.22BFY 2025

FY22 $3.79BFY23 $4.04BFY24 $4.26BFY25 $4.22B

EPS (Diluted)

-10.4% YoY

$10.49FY 2025

FY22 $9.77FY23 $9.74FY24 $11.71FY25 $10.49

Total Assets

+7.2% YoY

$16.15BFY 2025

FY22 $15.42BFY23 $15.52BFY24 $15.07BFY25 $16.15B

Total Debt

+14.1% YoY

$8.97BFY 2025

FY22 $7.76BFY23 $8.16BFY24 $7.86BFY25 $8.97B

Op. Cash Flow

-4.7% YoY

$3.13BFY 2025

FY22 $2.35BFY23 $3.54BFY24 $3.28BFY25 $3.13B

Free Cash Flow

-4.8% YoY

$2.71BFY 2025

FY22 $1.94BFY23 $3.08BFY24 $2.84BFY25 $2.71B

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$16.04B +0.9%	$15.90B -1.3%	$16.11B +1.1%	$15.93B +10.2%	$14.46B +15.0%	$12.57B
Operating Income	$4.22B -1.1%	$4.26B +5.5%	$4.04B +6.6%	$3.79B +9.0%	$3.48B +20.6%	$2.88B
EPS (Diluted)	$10.49 -10.4%	$11.71 +20.2%	$9.74 -0.3%	$9.77 +14.8%	$8.51 +28.4%	$6.63
Total Assets	$16.15B +7.2%	$15.07B -2.9%	$15.52B +0.6%	$15.42B -4.1%	$16.08B +3.0%	$15.61B
Total Debt	$8.97B +14.1%	$7.86B -3.7%	$8.16B +5.2%	$7.76B +1.0%	$7.69B -5.4%	$8.12B
Operating Cash Flow	$3.13B -4.7%	$3.28B -7.3%	$3.54B +50.7%	$2.35B -8.2%	$2.56B -8.9%	$2.81B
Free Cash Flow	$2.71B -4.8%	$2.84B -7.8%	$3.08B +59.3%	$1.94B -14.4%	$2.26B -12.1%	$2.57B

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Available Research

13F Pro tracks comprehensive data for ILLINOIS TOOL WORKS INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of ITW

Briar Hall Management LLC
$7.0B25,811,219 sh
BlackRock, Inc.
$6.3B23,279,289 sh
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO
$5.7B21,029,900 sh
VANGUARD CAPITAL MANAGEMENT LLC
$4.7B17,483,266 sh
STATE STREET CORP
$3.5B12,788,570 sh
NORTHERN TRUST CORP
$3.0B11,061,411 sh
GEODE CAPITAL MANAGEMENT, LLC
$1.9B7,084,318 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$1.9B6,943,927 sh
MORGAN STANLEY
$1.3B4,899,971 sh
Capital Research Global Investors
$1.3B4,879,245 sh

Fund	Value	Shares
Briar Hall Management LLC	$7.0B	25,811,219
BlackRock, Inc.	$6.3B	23,279,289
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$5.7B	21,029,900
VANGUARD CAPITAL MANAGEMENT LLC	$4.7B	17,483,266
STATE STREET CORP	$3.5B	12,788,570
NORTHERN TRUST CORP	$3.0B	11,061,411
GEODE CAPITAL MANAGEMENT, LLC	$1.9B	7,084,318
VANGUARD PORTFOLIO MANAGEMENT LLC	$1.9B	6,943,927
MORGAN STANLEY	$1.3B	4,899,971
Capital Research Global Investors	$1.3B	4,879,245

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Is ITW a good stock to buy?

13F Pro's AI-powered analysis of ILLINOIS TOOL WORKS INC (ITW) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ITW are available on the ITW stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. ITW is classified as a large company.

Which hedge funds own ITW?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ITW. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of ILLINOIS TOOL WORKS INC's investment landscape.