Revenue distribution by industry:

1. Automotive industry: approx. 24%
2. Food equipment: approx. 15%
3. Building products: approx. 13%
4. Welding technology: approx. 12%
5. Testing and measuring equipment: approx. 11%
6. Electronics: approx. 10%
7. Specialty products: approx. 15%

TOP 3 markets:

1. USA: approx. 50%
2. Europe: approx. 25%
3. Asia-Pacific: approx. 15%

Illinois Tool Works Inc. (ITW) is a diversified industrial company operating in multiple industries. The largest share of revenue comes from the automotive industry, followed by the food equipment and building products sectors.

Geographically, the U.S. market is the most significant for ITW, followed by Europe and the Asia-Pacific region. These markets provide ITW with stable revenue sources and growth opportunities, particularly due to the continuous demand for innovative solutions and products in these regions.

Production Sites: Worldwide, with a focus on North America, Europe, and Asia.

Illinois Tool Works Inc. (ITW) is a globally active company that manufactures its products in various regions of the world. Production mainly takes place in North America, Europe, and Asia to ensure proximity to markets and customers.

Through the global distribution of production facilities, ITW can efficiently respond to regional market demands and minimize supply chain risks. This global presence also supports the company's strategy of offering locally relevant solutions while benefiting from economies of scale.

Growth Strategy:

1. Focus on Innovation and Product Development
2. Operational Excellence through the ITW Business Model
3. Strategic Acquisitions

Illinois Tool Works Inc. pursues a clear growth strategy that heavily emphasizes innovation and continuous product development. The company continuously invests in research and development to expand its product range and tap into new markets.

Another key element of the strategy is the ITW Business Model, which promotes operational excellence and efficiency improvements through decentralized structures and continuous process enhancements. This enables ITW to flexibly respond to market changes and increase profitability.

In addition, ITW relies on strategic acquisitions to strengthen its market position and gain access to new technologies and markets. These acquisitions are carefully selected to ensure good integration into existing business areas and to leverage synergies.

Main raw materials: Steel, aluminum, plastics

Import countries: China, Germany, Canada

Illinois Tool Works Inc. (ITW) is a diversified industrial conglomerate that manufactures a variety of products, including components for the automotive industry, construction products, and food packaging. The main raw materials that ITW imports include steel, aluminum, and plastics, which are essential for the production of their products.

China is one of the largest suppliers of steel and aluminum, thanks to its extensive production capacity and competitive prices. Germany supplies high-quality machinery and specialized materials used in ITW's production. Canada is another important partner, especially for the import of aluminum, due to the geographical proximity and trade agreements between the USA and Canada.

These import structures enable ITW to remain competitive and optimize production costs while ensuring high quality of the end products.

Market share: 5% (estimated, 2025)
EBIT margin: 24% (2024)
ROIC (Return on Invested Capital): 27% (2024)

Illinois Tool Works Inc. (ITW) has a significant competitive advantage supported by several factors. The company benefits from a strong EBIT margin of 24%, indicating efficient operations and high pricing power. This margin is above the industry average, giving ITW an advantage over many competitors.

Another indicator of the competitive advantage is the high Return on Invested Capital (ROIC) of 27%. This shows that ITW is able to achieve above-average returns on its investments, indicating effective capital allocation and profitable business segments.

ITW's diversified product portfolio and global presence also contribute to its competitive advantage. The company operates in multiple niche markets, reducing risk and securing stable revenue streams. Continuous investment in research and development enables ITW to offer innovative products and differentiate itself from the competition.

Institutional Investor Share: approx. 77% (2025, estimated based on previous years)

Insider Purchases/Sales: No significant transactions in recent months (2025, estimated)

Illinois Tool Works Inc. has traditionally had a high proportion of institutional investors, indicating the trust of large investment companies in the company's stability and growth potential. The institutional investor share typically exceeds 75%.

Regarding insider transactions, there have been no significant purchases or sales in recent months, indicating a stable confidence of management in the current company strategy and valuation. However, such information may be subject to fluctuations and should be regularly reviewed.

Market share of Illinois Tool Works Inc. (ITW): Estimated around 5-7% (2025)

Top competitors and their market shares:

1. 3M Company (NYSE:MMM): around 10-12%
2. Honeywell International Inc. (NASDAQ:HON): around 8-10%
3. Parker-Hannifin Corporation (NYSE:PH): around 6-8%
4. Emerson Electric Co. (NYSE:EMR): around 5-7%
5. Danaher Corporation (NYSE:DHR): around 5-6%
6. Rockwell Automation Inc. (NYSE:ROK): around 4-5%
7. Eaton Corporation plc (NYSE:ETN): around 4-5%
8. ABB Ltd (NYSE:ABB): around 3-4%
9. Siemens AG (OTC:SIEGY): around 3-4%
10. Schneider Electric SE (OTC:SBGSY): around 3-4%

Moat of Illinois Tool Works Inc.:

Illinois Tool Works Inc. has a moderate moat, mainly based on its wide range of products, strong brand recognition, and global presence. Diversification across various industries provides a certain level of stability and protection against market fluctuations.

Compared to its competitors, ITW has a solid but not necessarily superior moat. Companies like 3M and Honeywell have a stronger moat due to their larger market shares, extensive research and development resources, and stronger global brand presence.

However, ITW's focus on innovation and operational efficiency helps strengthen its competitive position. Nevertheless, they must continuously invest in research and development to keep up with the leading companies and expand their moat.

Revenue growth: 6.8% (2024) Profit growth: 5.5% (2024) Dividend growth: 7.0% (2024)

Illinois Tool Works Inc. (ITW) recorded solid revenue growth of 6.8% in 2024, attributed to strong demand in its core markets and successful product innovations. The company also achieved a profit growth of 5.5%, indicating efficient cost controls and operational improvements.

ITW's dividend increased by 7.0% in 2024, demonstrating the company's continuous ability to provide attractive returns to its shareholders. ITW has a long history of dividend increases, which may be attractive to investors interested in stable income.

Overall, ITW demonstrates strong financial health and positive growth momentum, suggesting that the stock could be a good investment, especially for investors who value dividend growth and long-term stability.

Dividend yield: 2.3% (2025, estimated)
Dividend history: Over 50 years of continuous payouts

Illinois Tool Works Inc. is known for its reliable dividend policy. The company has a long history of dividend payments and is considered a dividend aristocrat, as it has continuously increased its dividend for over 50 years.

The dividend yield of 2.3% in 2025 reflects the stability and commitment of the company to provide its shareholders with a regular income. This reliability is supported by ITW's strong financial position and the diversification of its business segments, which allow the company to pay dividends even in economically challenging times.