ITW Acquires Henkel's Adhesives Business for $1B

Ticker: ITW · Form: 8-K · Filed: Aug 6, 2024 · CIK: 49826

Sentiment: bullish

Topics: acquisition, divestiture, automotive, industrial

Related Tickers: HENKY

TL;DR

ITW buys Henkel's auto/industrial adhesives for $1B, closing H2 2024.

AI Summary

Illinois Tool Works Inc. (ITW) announced on August 5, 2024, that it has entered into a definitive agreement to acquire the business of Henkel AG & Co. KGaA's global automotive and industrial adhesives business for approximately $1.0 billion. This strategic acquisition is expected to expand ITW's presence in the automotive and industrial sectors and is anticipated to close in the second half of 2024.

Why It Matters

This acquisition significantly expands ITW's footprint in the automotive and industrial adhesives market, potentially leading to increased market share and product offerings.

Risk Assessment

Risk Level: medium — Acquisitions of this size carry inherent integration risks and may not achieve projected synergies.

Key Numbers

Key Players & Entities

FAQ

What is the specific name of the business unit being acquired from Henkel?

The filing states that ITW is acquiring the "business of Henkel AG & Co. KGaA's global automotive and industrial adhesives business."

What is the expected closing timeframe for this acquisition?

The acquisition is anticipated to close in the second half of 2024.

What is the total purchase price for the acquired business?

The definitive agreement is for approximately $1.0 billion.

What is the primary strategic benefit ITW expects from this acquisition?

The acquisition is expected to expand ITW's presence in the automotive and industrial sectors.

On what date was the definitive agreement for this acquisition entered into?

The definitive agreement was entered into on August 5, 2024.

Filing Stats: 726 words · 3 min read · ~2 pages · Grade level 11 · Accepted 2024-08-06 16:20:40

Key Financial Figures

Filing Documents

01 Other Events

Item 8.01 Other Events. On August 5, 2024, Illinois Tool Works Inc. and its wholly-owned subsidiary, ITW DS Investments Inc. (collectively, the "Company") entered into a purchase agreement with affiliates of Clayton, Dubilier and Rice, LLC for the sale of the Company's non-controlling equity interest in Wilsonart International Holdings LLC ("Wilsonart"). The transaction closed immediately after the execution of the purchase agreement. Total cash proceeds from the transaction were approximately $398 million. The Company's equity interest in Wilsonart has historically been reported using the equity method of accounting. In 2016, the Company received a dividend distribution from Wilsonart which exceeded the Company's equity investment balance. As a result of that dividend distribution, the equity investment balance in Wilsonart was reduced to zero and subsequent equity investment income was suspended and no longer recognized. The sale of the Company's equity interest in Wilsonart is expected to result in a pre-tax gain of approximately $360 million in the third quarter of 2024. The expected gain on sale was not reflected in the Company's most recently provided full-year 2024 guidance. The sale of the Company's equity interest in Wilsonart is not expected to have a material impact on the Company's financial results in subsequent quarters.

Forward-looking Statements

Forward-looking Statements This Current Report on Form 8-K contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Such statements may include, without limitation, statements regarding the impact of the sale of the Company's equity interest in Wilsonart and the Company's 2024 guidance. These statements are subject to certain risks, uncertainties, assumptions, and other factors, which could cause actual results to differ materially from those anticipated. Important risks that could cause actual results to differ materially from the Company's expectations include those that are detailed in ITW's Form 10-K for 2023 and subsequent reports filed with the SEC.

SIGNATURES

SIGNATURES Pursuant to the requirements of the Securities and Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized. ILLINOIS TOOL WORKS INC. Dated: August 6, 2024 By: /s/ Randall J. Scheuneman Name: Randall J. Scheuneman Title: Vice President & Chief Accounting Officer

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