Want to see AIT full AI Analyst Report?
AIT Stock Chart & Stats
$347.06
$2.25(0.65%)
At close: 4:00 PM EDT
$347.06
$2.25(0.65%)
Day’s Range― - ―
52-Week Range$238.34 - $374.80
Previous Close$350
Volume231.63K
Average Volume (3M)311.85K
Market Cap
$13.17B
Enterprise Value$13.01K
Total Cash (Recent Filing)$127.13M
Total Debt (Recent Filing)$483.44M
Price to Earnings (P/E)32.4
Beta1.08
Next Earnings
Oct 22, 2026EPS Estimate
2.88Next Dividend Ex-DateN/A
Dividend Yield0.56%
Share Statistics
EPS (TTM)11.09
Shares Outstanding36,698,856
10 Day Avg. Volume302,238
30 Day Avg. Volume311,846
Financial Highlights & Ratios
PEG Ratio3.77
Price to Book (P/B)6.79
Price to Sales (P/S)2.54
P/FCF Ratio27.45
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$396.00Price Target Upside14.10% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering5
EPS Forecast (FY)12.02
Revenue Forecast (FY)$5.25B
Bulls Say, Bears Say
Bulls Say
Revenue And Margin ExpansionThe combination of sustained sales expansion and faster EBITDA growth indicates operating leverage and improved execution. Higher margins can support earnings resilience across the industrial cycle, although future gains depend on maintaining mix and productivity.
Automation And Engineered Solutions GrowthStrong automation and engineered-solutions growth supports a more differentiated, technical business mix. These offerings can deepen customer relationships, increase value-added revenue, and provide structural growth beyond standard industrial distribution.
Deleveraged Balance Sheet And Cash GenerationVery low leverage and strong free cash flow give Applied financial flexibility to invest, pursue acquisitions, and return capital without relying heavily on debt. This strengthens resilience if industrial demand slows or financing conditions worsen.
Bears Say
Moderate FY27 Growth And Pricing DependenceThe outlook implies a meaningful deceleration from the latest quarter and relies partly on pricing to achieve growth. Tougher second-half comparisons and uncertain industrial demand could make the targets harder to deliver organically.
Working-Capital Pressure On Free Cash FlowHigher inventory and receivables investment could weaken cash conversion even if earnings continue rising. Persistent working-capital needs would reduce funds available for acquisitions, buybacks, dividends, or debt reduction.
End-Market Softness And Recurring LIFO HeadwindsWeakness in flow control and chemical-related demand can limit volume growth in exposed industrial markets. At the same time, elevated LIFO expense is expected to pressure gross and EBITDA margins, constraining sustainable profitability gains.
Applied Industrial Technologies News
AIT FAQ
What was Applied Industrial Technologies’s price range in the past 12 months?
Applied Industrial Technologies lowest stock price was $238.34 and its highest was $374.80 in the past 12 months.
What is Applied Industrial Technologies’s market cap?
Applied Industrial Technologies’s market cap is $13.17B.
When is Applied Industrial Technologies’s upcoming earnings report date?
Applied Industrial Technologies’s upcoming earnings report date is Oct 22, 2026 which is in 64 days.
How were Applied Industrial Technologies’s earnings last quarter?
Applied Industrial Technologies released its earnings results on Aug 13, 2026. The company reported $3.17 earnings per share for the quarter, beating the consensus estimate of $2.918 by $0.252.
Is Applied Industrial Technologies overvalued?
According to Wall Street analysts Applied Industrial Technologies’s price is currently Undervalued.
Does Applied Industrial Technologies pay dividends?
Applied Industrial Technologies pays a Quarterly dividend of $0.51 which represents an annual dividend yield of 0.56%. See more information on Applied Industrial Technologies dividends here
What is Applied Industrial Technologies’s EPS estimate?
Applied Industrial Technologies’s EPS estimate is 2.88.
How many shares outstanding does Applied Industrial Technologies have?
Applied Industrial Technologies has 36,698,856 shares outstanding.
What happened to Applied Industrial Technologies’s price movement after its last earnings report?
Applied Industrial Technologies reported an EPS of $3.17 in its last earnings report, beating expectations of $2.918. Following the earnings report the stock price went up 1.513%.
Which hedge fund is a major shareholder of Applied Industrial Technologies?
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
2
3
4
5
6
7
8
9
10
Analyst Consensus
Strong Buy
Average Price Target:
$396.00 (14.10% Upside)
$396.00 (14.10% Upside)
Blogger Sentiment
Neutral
AIT Sentiment 67%
Sector Average 56%
Sector Average 56%
Hedge Fund Trend
Increased
By 48.5K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $1.3M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Positive
Last 7 Days ▲ 1.0%
Last 30 Days ▲ 1.7%
Last 30 Days ▲ 1.7%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
30.37%
12-Months-Change
Fundamentals
Return on Equity
0.56%
Trailing 12-Months
Asset Growth
-5.21%
Trailing 12-Months
Company Description
Applied Industrial Technologies
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
Q4 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call conveyed predominantly positive operational and financial momentum: record quarterly sales, strong organic growth (notably in automation and engineered solutions), meaningful EBITDA and EPS expansion, robust free cash flow generation, active capital deployment, and raised multi-year targets. Key headwinds were LIFO-related inventory expense depressing margins, softer flow control/chemical end markets, and caution around macro/trade-policy uncertainty and tougher back-half comparisons. Management provided prudent FY27 guidance that balances confidence in early-year demand with measured assumptions for later periods.View all AIT earnings summariesAIT Stock 12 Month Forecast
Average Price Target
$396.00
▲(14.10% Upside)
Technical Analysis
Fastenal Company
―
MSC Industrial
―
Global Industrial Company
―
WW Grainger
―
Wesco International
―
Ownership Overview
0.93% Insiders
37.48% Mutual Funds
24.01% Other Institutional Investors
14.48% Public Companies and Individual Investors