Applied Industrial Technologies Inc (AIT)

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.

Symbol
AIT
Exchange
NYSE
Sector
Industrials
Industry
Industrial Distribution
Market cap
$12.27B
52 week range
238.34 - 374.8

Valuation

Share price
$333.47 (close of 2026-09-23)
P/E (TTM)
30.07x
Price to book
6.59x
Price to free cash flow
26.65x
Enterprise value
$12.41B
Book value per share
$50.59

Price performance

PeriodChange
1 day+4.08%
5 days+5.59%
1 month-2.39%
3 months+0.78%
6 months+27.17%
Year to date+29.87%
1 year+25.89%
3 years+115.29%
5 years+282.38%
10 years+625.25%
All time+15126.94%

Profitability and growth

Return on equity
22.27%
Return on invested capital
21.02%
Return on assets
13.77%
Return on capital employed
22.92%
Gross margin
30.34%
Net margin
8.35%
EBITDA margin
11.58%
Revenue growth
8.84%
Net income growth
5.48%
Free cash flow growth
-1.01%

Cash flow and balance sheet

Free cash flow yield (TTM)
3.75%
Current ratio
2.58x
Net debt to EBITDA
0.22x

Latest reported year

Period end
2026-06-30
Fiscal year
2026
Revenue
$4.97B
Cost of revenue
$3.46B
Gross profit
$1.51B
EBITDA
$575.34M
Net income
$414.52M
Earnings per share
$11.09
Shares outstanding
37.38M

Income statement by year

Period endRevenueGross profitNet incomeEPS
2026-06-30$4.97B$1.51B$414.52M$11.09
2025-06-30$4.56B$1.38B$392.99M$10.26
2024-06-30$4.48B$1.34B$385.76M$9.98
2023-06-30$4.41B$1.29B$346.74M$8.98
2022-06-30$3.81B$1.11B$257.41M$6.69
2021-06-30$3.24B$935.52M$144.76M$3.73
2020-06-30$3.25B$937.74M$24.04M$0.62
2019-06-30$3.47B$1.01B$143.99M$3.72
2018-06-30$3.07B$884.00M$141.63M$3.65
2017-06-30$2.59B$737.70M$133.91M$3.43

Margins and returns by year

Period endGross marginNet marginReturn on equityReturn on capital
2026-06-3030.34%8.35%22.27%21.02%
2025-06-3030.31%8.61%21.31%19.25%
2024-06-3029.84%8.61%22.84%21.01%
2023-06-3029.16%7.86%23.77%21.31%
2022-06-3029.05%6.76%22.40%16.17%
2021-06-3028.91%4.47%15.52%10.86%
2020-06-3028.89%0.74%2.85%3.60%
2019-06-3029.02%4.15%16.05%10.49%
2018-06-3028.76%4.61%17.38%9.44%
2017-06-3028.44%5.16%17.97%15.28%

Cash and debt by year

Period endCashDebt
2026-06-30$127.13M$262.30M
2025-06-30$388.42M$572.30M
2024-06-30$460.62M$572.28M
2023-06-30$344.04M$596.93M
2022-06-30$184.47M$649.15M
2021-06-30$257.75M$784.86M
2020-06-30$268.55M$855.14M
2019-06-30$108.22M$908.85M
2018-06-30$54.15M$944.52M
2017-06-30$105.06M$286.77M

Free cash flow by year

Period endFree cash flowStock-based compensation
2026-06-30$460.52M$12.90M
2025-06-30$465.20M$12.00M
2024-06-30$346.53M$12.94M
2023-06-30$317.49M$12.36M
2022-06-30$169.45M$11.84M
2021-06-30$225.84M$8.98M
2020-06-30$276.60M$4.00M
2019-06-30$161.63M$4.47M
2018-06-30$124.07M$4.67M
2017-06-30$147.57M$3.63M

Dividend history

Most recent payment
2026-08-14
Paid in the last twelve months
$1.99
Payment dateDividend per share
2026-08-14$0.51
2026-05-15$0.51
2026-02-13$0.51
2025-11-14$0.46
2025-08-15$0.46
2025-05-15$0.46
2025-02-14$0.46
2024-11-15$0.37

Investor relations

Next earnings report

Next confirmed report
2026-10-27
Consensus EPS estimate
$2.84

Past earnings dates

ReportedFiscal periodEPS estimate
2026-08-13Jun/2026$2.92
2026-04-28--
2026-01-27--
2025-10-28--
2025-08-14--
2025-05-01--
2025-04-23--
2025-01-29--

Filings and sources

Company website
applied.com
SEC filings
10-K, 10-Q and 8-K on EDGAR
Earnings calendar
All upcoming reports

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