AIT

Applied Industrial Technologies, Inc.

Fundamental data last updated:September 5, 2026

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company profile

SECTOR

Industrials

industry

Industrial - Distribution

Exchange

NYSE

County of HQ

US

Next Earnings Date

Pending Announcement

Business Summary

Applied Industrial Technologies, Inc. distributes industrial motion, power, control, and automation technology solutions in North America, Australia, New Zealand, and Singapore. It operates through two segments, Service Center Based Distribution, and Fluid Power & Flow Control. The company distributes bearings, power transmission products, engineered fluid power components and systems, specialty flow control solutions, advanced automation products, industrial rubber products, linear motion components, automation solutions, tools, safety products, oilfield supplies, and other industrial and maintenance supplies; and motors, belting, drives, couplings, pumps, hydraulic and pneumatic components, filtration supplies, valves, fittings, process instrumentation, actuators, and hoses, filtration supplies, as well as other related supplies for general operational needs of customers' machinery and equipment. It also operates fabricated rubber shops and service field crews that install, modify, and repair conveyor belts and rubber linings, as well as offer hose assemblies. In addition, the company provides equipment repair and technical support services. It distributes industrial products through a network of service centers. The company serves various industries, including agriculture and food processing, cement, chemicals and petrochemicals, fabricated metals, forest products, industrial machinery and equipment, life sciences, mining, oil and gas, primary metals, technology, transportation, and utilities, as well as government entities. 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.

 


VALUATION

P/E

28.52

Market Cap ($M USD)

$11.34B

Forward P/E

20.46

PEG

0.52

PRICE TO SALES

2.34

PRICE TO BOOK

6.19

EV / EBITDA

19.21

5-Year Average P/E

Free Cash Flow Yield

3.86%

DCF Value

$285.24

Graham Number

$109.54

Price to FCF

25.93

EV to FCF

26.38

Earnings Yield

3.51%

FCF Yield

3.86%

DIVIDEND

Yield

0.63%

Annual Payout

$1.94

Payout Ratio

17.65%

Consecutive Years of Dividend Growth

5-Year Dividend Growth Rate

Financial Health & Profitability

Earnings Per Share

$10.76

Next Year EPS Growth Estimate

$15.00

Next Year Revenue Growth Estimate

$5.93B

Return on Equity (ROE)

21.64%

FREE CASH FLOW

Operating Margin

11.20%

Debt-to-Equity

0.31

Piotroski F-Score

7

Altman Z-Score

10.03

Return on Invested Capital (ROIC)

22.10%

Current Ratio

2.95

Quick Ratio

1.97

Net Debt to EBITDA

0.32

Interest Coverage

42.30

Gross Profit margin

30.04%

FCF PER SHARE

$11.65

REVENUE PER SHARE

$128.94

Gainseekers Quantitative Analysis

Summary

AIT Applied Industrial Technologies, Inc. appears to be trading at a premium relative to its intrinsic value. The snapshot price was extended above its DCF value and Graham Number, suggesting overvaluation. However, the Forward P/E of 20.59 and a robust Altman Z-score of 9.98 indicate financial stability and growth potential. The Earnings Yield of 3.48% is modest, hinting at a market expecting significant future earnings growth. Overall, the company is financially sound but may be priced for perfection.

AI Exposure / Tech Reliance

Positioned within the Industrials sector, AIT is well-suited to leverage AI and tech advancements in distribution. As a player in the Industrial - Distribution industry, it can integrate AI for supply chain optimization and predictive maintenance. This adaptability could enhance operational efficiency and customer satisfaction.

The Bull Case

For the discerning GARP investor, AIT offers compelling reasons to buy. With a stellar ROIC of 22.10% and a Piotroski F-Score of 7, the company demonstrates strong capital efficiency and financial health. The operating margin of 11.20% and a healthy FCF yield suggest robust cash generation capabilities. These metrics indicate a company with significant pricing power and efficient management.

The Bear Case

Despite its strengths, AIT's valuation metrics raise concerns. The Price/Book ratio of 6.23 and Price/Sales of 2.36 suggest the stock is overvalued. Trading close to its 52-week high, it appears technically overextended. The low TTM yield of 0.61% also questions the attractiveness of its dividend, especially for income-focused investors.

Market Sentiment & Smart Money

Short Interest %

Analyst Consensus

Buy

Average Analyst Price Target

$322.33

Institutional Ownership %

1-Year Beta

0.86

Insider Buying % (6 Mo)

Distance to 52-Week High

3.34%

Distance to 52-Week Low

27.81%

EARNINGS SURPRISE %

0.76%

50-DAY SMA

$290.34

200-DAY SMA

$270.64

⚠️ Financial Disclaimer:
This content is for informational purposes only and is not financial advice. Information may be delayed or inaccurate. We may earn a commission from partner links.