The Bid & Ask

Quotations, Dispatches, and the Daily Tape

Friday, August 14, 2026

Subject of the day

AIT

Concerning the House

Applied Industrial Technologies, Inc. distributes industrial motion, power, control, and automation technology solutions in the United States, Canada, Mexico, Australia, New Zealand, Singapore, and Costa Rica. It operates in two segments, Service Center and Engineered Solutions. The Service Center segment distributes industrial bearings, power transmission, fluid power components and systems, specialty flow control, and advanced factory automation solutions, as well as general maintenance products; and motors, belting, drives, couplings, pumps, linear motion, hydraulic and pneumatic components, filtration supplies, hoses, and other related supplies. It also installs, modifies, and repairs conveyor belts and rubber linings, as well as hose assemblies. The Engineered Solutions segment is involved in distributing, engineering, designing, integrating, and repairing hydraulic and pneumatic fluid power technologies, engineered flow control products and services, and automation technologies; and provision of fluid power and industrial flow control products. Its fluid power products and solutions are used in off-highway mobile equipment, stationary industrial equipment and machines, marine and offshore equipment, factory automation, food processing equipment, packaging operations, and downstream energy process systems. This segment also offers pumps, valves, fittings, hoses, process instrumentation, actuators, and filtration supplies; and advanced automation technologies for the design, engineering, assembly, integration, and distribution of machine vision, collaborative robots, mobile robots, radio-frequency identification, industrial networking, motion control, and machine learning technologies for OEMs, machine builders, integrators, and other industrial and technology sectors. The company was formerly known as Bearings, Inc. and changed its to name to Applied Industrial Technologies, Inc. in 1997. The company was founded in 1923 and is headquartered in Cleveland, Ohio.

United States · www.applied.com

The Long Run

FY 2011–2025 · 15 years

LineLatestCAGRTrend
Revenue$4.56B+6.4%
Gross profit$1.38B+7.2%
Operating income$473.15M+8.5%
Net income$346.74M+12.6%
Cash from ops$492.38M+14.2%
Quotation

$357.62

+5.33 (+1.5%)

52w hi$359.90
52w lo$239.80
Vol420.10K
As ofAug 13
The Verdict

Buy

Our score +0.53

Short+0.87
Medium+0.44
Long+0.00

computed 2026-08-13

By the Numbers

Applied Industrial Technologies, Inc.

Industrials · Industrial Distribution

Market cap$13.22B
Enterprise value$13.21B
Trailing P/E33.83x
Forward P/E28.00x
EV / EBITDA22.28x
P / S (ttm)
Profit margin8.3%
Return on equity21.9%
Revenue growth+7.3%
Earnings growth+3.1%
Debt / equity19.64
Risk Metrics
Beta vs SPX1.20
Corr SPX0.62
Annual vol31.1%
Annual ret+34.7%
Sharpe1.11
Max DD-26.5%

Window: 504 trading days (504 obs)

Layer Breakdown
LayerRawContribution
Fundamental+0.13
Sector+0.07
Technical+0.27
Earnings+0.00
Sentiment+0.58

macro × 1.00 · 2026-08-13

Recent Sessions
DateOpenHighLowCloseVol
Aug 13$365.95$365.99$351.26$357.62420.10K
Aug 12$354.20$356.15$349.62$352.29336.80K
Aug 11$359.97$363.59$352.34$352.35251.10K
Aug 10$360.25$361.72$357.73$357.80205.00K
Aug 7$359.36$361.12$356.28$359.90129.50K