Applied Industrial Technologies, Inc. (AIT)
NYSE:AIT
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AIT Stock Chart & Stats
$291.03
-$1.06(-0.43%)
At close: 4:00 PM EST
$291.03
-$1.06(-0.43%)
Day’s Range― - ―
52-Week Range$223.13 - $327.00
Previous CloseN/A
Volume81.32K
Average Volume (3M)228.68K
Market Cap
$11.69B
Enterprise Value$12.18B
Total Cash (Recent Filing)$171.58M
Total Debt (Recent Filing)$365.30M
Price to Earnings (P/E)30.1
Beta1.07
Next Earnings
Aug 06, 2026EPS Estimate
2.92Next Dividend Ex-DateN/A
Dividend Yield0.7%
Share Statistics
EPS (TTM)10.73
Shares Outstanding36,959,540
10 Day Avg. Volume240,160
30 Day Avg. Volume228,675
Financial Highlights & Ratios
PEG Ratio8.07
Price to Book (P/B)4.83
Price to Sales (P/S)1.95
P/FCF Ratio19.13
Enterprise Value/Market Cap1.04
Enterprise Value/Revenue2.52
Enterprise Value/Gross Profit8.38
Enterprise Value/Ebitda20.29
Forecast
1Y Price Target
$344.25Price Target Upside18.29% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering6
EPS Forecast (FY)10.7
Revenue Forecast (FY)$4.91B
Bulls Say, Bears Say
Bulls Say
Margin Expansion & ProfitabilitySustained margin improvement and multi-year revenue growth indicate rising operational efficiency and pricing power. Higher net margins support cash generation, improve return on equity, and create durable earnings resilience across cycles, enabling reinvestment and shareholder returns over 2–6 months and beyond.
Stronger Balance Sheet / Lower LeverageMaterial reduction in leverage enhances financial flexibility for tuck‑in M&A, share repurchases, and capital expenditures. A lower debt load reduces vulnerability to rate shocks and cyclical downturns, supporting durable investment capacity and risk management over the medium term.
High Cash Conversion & Active Capital DeploymentVery strong cash conversion underpins consistent funding for dividends, buybacks and strategic tuck‑ins without stressing the balance sheet. This cash discipline enables sustainable shareholder returns and selective M&A, bolstering long‑term growth and capital allocation flexibility.
Bears Say
Revenue Growth DecelerationA durable slowdown to low-single-digit organic growth suggests maturation of core end markets and more limited organic upside. This pressures long‑term operating leverage and increases reliance on cross‑sell, pricing and M&A to sustain above‑market growth over the next several quarters.
Inventory/LIFO Margin VolatilityMaterial LIFO swings create recurring volatility in reported margins and EBITDA, obscuring underlying operating performance. Persistent inventory cost inflation or supply timing shifts could periodically depress GAAP margins and complicate trend assessment for investors and management decisions.
Reliance On M&A / Inorganic Timing RiskThe company’s historical growth and strategic targets lean on tuck‑ins; near‑term organic limits expose results to timing of acquisitions. Variability in deal flow or slower integration can depress reported growth, making sustained top‑line acceleration contingent on execution of M&A plans.
Applied Industrial Technologies News
AIT FAQ
What was Applied Industrial Technologies, Inc.’s price range in the past 12 months?
Applied Industrial Technologies, Inc. lowest stock price was $223.13 and its highest was $327.00 in the past 12 months.
What is Applied Industrial Technologies, Inc.’s market cap?
Applied Industrial Technologies, Inc.’s market cap is $11.69B.
When is Applied Industrial Technologies, Inc.’s upcoming earnings report date?
Applied Industrial Technologies, Inc.’s upcoming earnings report date is Aug 06, 2026 which is in 50 days.
How were Applied Industrial Technologies, Inc.’s earnings last quarter?
Applied Industrial Technologies, Inc. released its earnings results on Apr 28, 2026. The company reported $2.65 earnings per share for the quarter, beating the consensus estimate of $2.648 by $0.002.
Is Applied Industrial Technologies, Inc. overvalued?
According to Wall Street analysts Applied Industrial Technologies, Inc.’s price is currently Undervalued.
Does Applied Industrial Technologies, Inc. pay dividends?
Applied Industrial Technologies, Inc. pays a Quarterly dividend of $0.51 which represents an annual dividend yield of 0.7%. See more information on Applied Industrial Technologies, Inc. dividends here
What is Applied Industrial Technologies, Inc.’s EPS estimate?
Applied Industrial Technologies, Inc.’s EPS estimate is 2.92.
How many shares outstanding does Applied Industrial Technologies, Inc. have?
Applied Industrial Technologies, Inc. has 36,959,540 shares outstanding.
What happened to Applied Industrial Technologies, Inc.’s price movement after its last earnings report?
Applied Industrial Technologies, Inc. reported an EPS of $2.65 in its last earnings report, beating expectations of $2.648. Following the earnings report the stock price went up 1.053%.
Which hedge fund is a major shareholder of Applied Industrial Technologies, Inc.?
Currently, no hedge funds are holding shares in AIT
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Applied Industrial Technologies Stock Smart Score
Outperform
1
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3
4
5
6
7
8
9
10
Analyst Consensus
Strong Buy
Average Price Target:
$344.25 (18.29% Upside)
$344.25 (18.29% Upside)
Blogger Sentiment
Bullish
AIT Sentiment 70%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 48.5K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $2.4M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▲ 3.0%
Last 30 Days ▲ 5.3%
Last 30 Days ▲ 5.3%
News Sentiment
Neutral
Bullish news 59%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Positive
20 days / 200 days
Momentum
41.98%
12-Months-Change
Fundamentals
Return on Equity
21.64%
Trailing 12-Months
Asset Growth
-4.07%
Trailing 12-Months
Company Description
Applied Industrial Technologies, Inc.
Applied Industrial Technologies, Inc. (AIT) is a prominent distributor specializing in advanced solutions for industrial motion, power, control, and automation. Its operational footprint extends across North America, Australia, New Zealand, and Singapore. The company structures its operations into two main divisions: Service Center Based Distribution and Fluid Power & Flow Control. AIT's extensive product portfolio encompasses a wide range of industrial components and systems, including bearings, power transmission equipment, engineered fluid power systems, specialized flow control mechanisms, cutting-edge automation products, various industrial rubber items, linear motion components, and essential tools, safety gear, and oilfield provisions. Furthermore, it supplies motors, belting, drives, couplings, pumps, hydraulic and pneumatic parts, filtration products, valves, fittings, process instrumentation, actuators, and hoses, alongside other crucial supplies necessary for the general operational upkeep of customer machinery. Beyond product distribution, AIT offers robust service capabilities, including operating specialized fabricated rubber workshops and deploying field crews for the installation, modification, and repair of conveyor belts and rubber linings. The company also provides custom hose assemblies, comprehensive equipment repair, and valuable technical support services. Products are channeled to customers via an expansive network of strategically located service centers. Its diverse clientele spans numerous sectors such as agriculture and food processing, cement, chemicals and petrochemicals, fabricated metals, forest products, industrial machinery, life sciences, mining, oil and gas, primary metals, technology, transportation, utilities, and governmental bodies. Established in 1923 under its original name, Bearings, Inc., the company adopted its current moniker, Applied Industrial Technologies, Inc., in 1997. Its corporate headquarters are situated in Cleveland, Ohio.
AIT Company Deck
AIT Earnings Call
Q3 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presented a predominately positive tone: strong top-line momentum (6% organic sales), record quarterly EBITDA, notable Engineered Solutions strength, improved Service Center trends, healthy cash generation and active capital deployment with tightened guidance toward the high end. Headwinds include LIFO-driven margin pressure, higher SG&A dollars, softer pockets across several end markets, tougher late-quarter comps, and ongoing geopolitical/trade uncertainty. On balance, the encouraging revenue acceleration, margin resilience ex-LIFO, and solid cash/capital actions weigh heavier than the manageable operating and macro headwinds.View all AIT earnings summariesAIT Stock 12 Month Forecast
Average Price Target
$344.25
▲(18.29% Upside)
Technical Analysis
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Ownership Overview
0.91% Insiders
37.40% Mutual Funds
24.97% Other Institutional Investors
13.26% Public Companies and Individual Investors