GXO Logistics Inc vs Illinois Tool Works Inc. — how do they compare? GXO Logistics Inc trades at $47.96 (market cap $5.37B), while Illinois Tool Works Inc. trades at $293.28 (market cap $83.49B). The key difference: Illinois Tool Works Inc. is far larger — about 15.5× GXO Logistics Inc's market cap, and Illinois Tool Works Inc. pays a 2.35% dividend while GXO Logistics Inc pays none. Which is the better fit depends on your goals.
| GXO | ITW | |
|---|---|---|
Market Cap | $5.37B | $83.49B |
Sector | Industrials | Industrials |
52-Week High | $65.59 | $299.60 |
52-Week Low | $45.52 | $241.07 |
Enterprise Value | $10.72B | $92.34B |
Dividend Yield | — | 2.35% |
Signals from Pluang's Aura AI — not financial advice
GXO Logistics trades at $47.98, up 2.17% today, with a bearish technical signal but strong analyst support. The stock shows consistent earnings beats, with Q2 2026 EPS of $0.59 exceeding expectations, and revenue growth to $13.6B in 2026. Recent news highlights CEO commentary on data center growth and business transfers, while margins face pressure.
Outlook is mixed: high P/E of 41.3 suggests premium valuation, but low P/S of 0.4 and 88.9% buy ratings from analysts signal upside potential to a $65.67 consensus target. Risks include margin stagnation and competitive logistics market, requiring monitoring of profit expansion.
ITW trades at $292.54, down 0.67% on the day, with a bullish technical signal and strong fundamentals including a 19.39% net income margin and consistent earnings beats. Recent news highlights a 7% dividend increase and a $6 billion share repurchase program, reflecting management confidence. The stock is near key support at $290 with resistance at $300.
Outlook is positive due to robust profitability and shareholder returns, but risks include high valuation multiples and debt levels. Analyst consensus is mixed with a $314.25 price target, suggesting moderate upside potential amid cautious sentiment from some institutional sellers.
Trailing returns across standard periods
Latest headlines on both assets
GXO is the world's largest pure-play contract logistics provider. It offers cutting-edge supply chain solutions, including automated warehousing and fulfillment, for global blue-chip companies.
Read more on GXO →Illinois Tool Works is a diversified global manufacturer that produces specialized industrial equipment, consumables, and related services. The firm operates 87 global divisions through seven distinct operating segments: automotive OEM, construction products, food equipment, specialty products, test/measurement and electronics, polymers and fluids, and welding. About half of its revenue comes from its operations in North America, with the remainder originating from international markets. ITW takes a bottom-up and decentralized approach to portfolio management, with the exception that each segment must apply its 80/20 operating process modeled on the Pareto principle.
Read more on ITW →