Inside the research

Applied Industrial Technologies, Inc.

AIT Research profile · latest available data

Price overview

$333.39

▲ +1.37 (+0.4%)

52w hi$361.95
52w lo$239.46
Vol172.50K
As of25 Sep 2026

The Verdict

Hold

Our score -0.07

Short-0.05
Medium-0.11
Long-0.02

computed 2026-09-27

Key fundamentals

Applied Industrial Technologies, Inc.

Industrials · Industrial Distribution

Market cap$12.25B
Enterprise value$12.59B
Trailing P/E30.61x
Forward P/E25.20x
EV / EBITDA20.46x
P / S (ttm)2.47x
Profit margin8.3%
Return on equity22.4%
Revenue growth+10.4%
Earnings growth+13.4%
Debt / equity25.97

Layer Breakdown

LayerRawContribution
Fundamental+0.24
Sector-0.01
Technical-0.08
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

Applied Industrial Technologies, Inc. distributes industrial motion, fluid power, flow control, automation technologies, and related maintenance supplies 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 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

Risk Metrics

Beta vs SPX1.18
Corr SPX0.61
Annual vol31.1%
Annual ret+25.8%
Sharpe0.83
Max DD-26.5%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$330.00
High / Low$350.00 / $317.00
Median$330.00
Analysts5
Strong Buy0
Buy5
Hold2
Sell0
Strong Sell0

Recent rating actions

2026-04-29Oppenheimer→ Outperform
2026-02-26Keybanc→ Overweight
2026-01-28Keybanc→ Overweight
2025-08-22B of A Securities→ Buy
2025-08-15Raymond James→ Market Perform
2025-08-15Oppenheimer→ Outperform

Material Events

DateEvent8-K
2026-08-14Officer / Director Change, Exhibitsread
2026-08-13Earnings Release, Exhibitsread
2026-06-25Officer / Director Change, Exhibitsread
2026-04-28Earnings Release, Reg FD Disclosure…read
2026-01-27Earnings Release, Exhibitsread
2025-10-28Earnings Release, Exhibitsread
2025-10-24Material Agreement, Termination of Agreement…read
2025-10-23Shareholder Voteread
2025-08-14Earnings Release, Exhibitsread
2025-07-11Material Agreement, Material Obligation…read
2025-05-01Earnings Release, Exhibitsread
2025-01-29Earnings Release, Exhibitsread

Insider Trades

DateInsiderRoleActionSharesValue
2026-08-11Wagner Richard MChief Accounting OfficerGrant215—
2026-08-11Hoffner Warren E IIIVP, General Mgr-Fluid PowGrant394—
2026-08-11Hoffner Warren E IIIVP, General Mgr-Fluid PowGrant1.16K—
2026-08-11Hoffner Warren E IIIVP, General Mgr-Fluid PowWithheld for tax320$112.75K
2026-08-11Loring Kurt W.VP-Chief HR OfficerGrant458—
2026-08-11Loring Kurt W.VP-Chief HR OfficerGrant1.29K—
2026-08-11Loring Kurt W.VP-Chief HR OfficerWithheld for tax628$221.28K
2026-08-11Schrimsher Neil APresident and CEOGrant3.09K—
2026-08-11Schrimsher Neil APresident and CEOGrant10.31K—
2026-08-11TOMCZIK PAMELA JGrant234—

Flow & Concentration

Insider 180d net$0
Insider buys / sells0 / 0
Insider biasNeutral
13F holders0
Top-5 share0.0%
HHI0 (—)

Dividends

Yield (TTM)0.29%
$ / share (TTM)$0.97
5y CAGR+7.5%

Annual dividend per share

2021$1.32
2022$1.36
2023$1.40
2024$1.48
2025$1.84
2026$0.51

SEC Filings

DateFormDoc
2026-08-148-Kview
2026-08-134view
2026-08-1310-Kview
2026-08-134view
2026-08-133view
2026-08-134view
2026-08-134view
2026-08-134view
2026-08-134view
2026-08-134view
2026-08-138-Kview
2026-08-134view
2026-08-114view
2026-08-114view
2026-08-114view

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%

Indices

S&P MidCap 400

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$331.79$334.35$330.81$333.39172.50K
Sep 24$332.97$335.82$329.71$332.02173.90K
Sep 23$329.39$334.86$329.39$333.47239.40K
Sep 22$323.62$330.24$320.12$329.79358.30K
Sep 21$318.02$324.39$314.44$320.39299.00K

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