Price
$361.95+12.24%Social Signal Score
Analyst Ratings
17 analysts52-week range
- Last close
- $361.95
- Off 52w high
- 0.0%
- 200-day average
- $290.50
- vs 200-day
- +24.6%
Revenue
$1.35B+116.48%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Neil A. Schrimsher
- Sector
- Industrials
- Industry
- Industrial - Distribution
- Employees
- 6,900
- Beta
- 0.83
- Country
- US
- Piotroski score
- 8 / 9 (Strong)
- Altman Z-score
- 10.49
Financials
Revenue
$1.35B+116.5%Net Income
$118.60M+333.3%EBITDA
$124.17M+132.9%Free Cash Flow
$159.74M+311.0%EPS (diluted)
$3.16+351.4%Shares Outstanding (diluted)
37.86M-3.9%Operating Expenses
$285.23MCash & Debt
$127.13MReturn of Capital
$99.71MRevenue by Segment (annual)
$5.04BDividend per Share
$0.51Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2026 | $4.97B | $414.52M | $11.09 |
| 2025 | $4.56B | $392.99M | $10.26 |
| 2024 | $4.48B | $385.76M | $9.98 |
| 2023 | $4.41B | $346.74M | $8.98 |
| 2022 | $3.81B | $257.41M | $6.69 |
| 2021 | $3.24B | $144.76M | $3.73 |
| 2020 | $3.25B | $24.04M | $0.62 |
| 2019 | $3.47B | $143.99M | $3.72 |
| 2018 | $3.07B | $141.63M | $3.65 |
| 2017 | $2.59B | $133.91M | $3.43 |
| 2016 | $2.52B | $29.58M | $0.75 |
| 2015 | $2.75B | $115.48M | $2.82 |
| 2014 | $2.46B | $112.82M | $2.69 |
| 2013 | $2.46B | $118.15M | $2.81 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from AIT's reported EPS growth of 11.1% a year over 13 years.
- EPS in 5 years
- $18.77
- Implied price
- $563.17
- Return from $343.45
- 10.4% a year
To earn 15.0% a year on these assumptions you'd need to buy at $279.99 — -18.5% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 20 | 25 | 30 | 35 | 40 |
|---|---|---|---|---|---|
| 1.1% | -7.4% | -3.1% | 0.5% | 3.6% | 6.4% |
| 6.1% | -2.8% | 1.7% | 5.4% | 8.7% | 11.7% |
| 11.1% | 1.8% | 6.4% | 10.4% | 13.9% | 16.9% |
| 16.1% | 6.4% | 11.2% | 15.4% | 19.0% | 22.2% |
| 21.1% | 11.0% | 16.0% | 20.3% | 24.1% | 27.5% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
30-40.00%Social Signal Score
Mentions (17)
- News247wallst.com·12d ago·Negative
5 Industrial Distributors With a Competitive Advantage Hiding in Plain Sight Some distributors are so deeply wired into their customers' factories and procurement systems that a cheaper rival barely registers as a threat.
View source ↗ - Newszacks.com·13d ago·Positive
Why Applied Industrial Technologies (AIT) is a Top Growth Stock for the Long-Term Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
View source ↗ - News (RSS)yahoo·29d ago·Neutral
Applied Industrial (AIT) Smashed Records, Then Guided For Less
View source ↗ - Newszacks.com·31d ago·Positive
Here's Why Applied Industrial Technologies (AIT) is a Strong Growth Stock Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
View source ↗ - Newszacks.com·38d ago·Positive
All You Need to Know About Applied Industrial Technologies (AIT) Rating Upgrade to Buy Applied Industrial Technologies (AIT) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
View source ↗ - Newsprnewswire.com·41d ago·Negative
EVA Air Collaborates with AIT Worldwide Logistics, Microsoft and Formosa Petrochemical Corporation to Deliver 15,000 Metric Tons of Scope 3 Emissions Reductions /PRNewswire/ -- EVA Air today signed a Memorandum of Understanding (MOU) with leading global freight forwarder AIT Worldwide Logistics (AIT) to jointly advance
View source ↗ - News (RSS)fool·46d ago·Positive
Applied Industrial (AIT) Q4 2026 Earnings Call Transcript Automation sales surged over 20%, driving record organic growth in four years.
View source ↗ - Newszacks.com·47d ago·Neutral
4 Industrial Manufacturing Stocks to Gain on Robust Industry Trends An increase in manufacturing activities, technological progress and strategic acquisitions favor the Zacks Manufacturing - General Industrial industry's near-term prospects. DOV, AIT, GNRC & FLS are some promising stocks in the industry.
View source ↗ - Newszacks.com·49d ago·Neutral
Why Applied Industrial Technologies (AIT) International Revenue Trends Deserve Your Attention Evaluate Applied Industrial Technologies' (AIT) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.
View source ↗ - Newszacks.com·52d ago·Positive
AIT Q4 Earnings Beat Estimates on Strong Organic Sales Growth Applied Industrial's Q4 earnings and sales top estimates, while organic growth and margin gains support its upbeat fiscal 2027 outlook.
View source ↗ - News (RSS)yahoo·53d ago·Neutral
Applied Industrial Technologies, Inc. Q4 2026 Earnings Call Summary
View source ↗ - Newsmarketbeat.com·53d ago·Positive
Applied Industrial Technologies Q4 Earnings Call Highlights Applied Industrial Technologies NYSE: AIT reported record fourth-quarter sales and earnings that exceeded its expectations, supported by improving industrial demand, stronger volumes and operating leverage. The company said organic sales rose 9.7% year over year, its strongest growth rate in more than three years, while reported sales increased 10.4%.
View source ↗ - News (Marketaux)rttnews.com·53d ago·Positive
Applied Industrial Sees Growth In FY27; Stock Up 4.2% - Update While reporting financial results for th[+342 characters]
View source ↗ - Newszacks.com·54d ago·Positive
Applied Industrial Technologies (AIT) Q4 Earnings and Revenues Top Estimates Applied Industrial Technologies (AIT) came out with quarterly earnings of $3.17 per share, beating the Zacks Consensus Estimate of $2.92 per share. This compares to earnings of $2.8 per share a year ago.
View source ↗ - Newsbusinesswire.com·54d ago·Neutral
…arter and Full-Year Results; Issues Fiscal 2027 Guidance, Increases Intermediate Financial Targets CLEVELAND--(BUSINESS WIRE)--Applied Industrial Technologies (NYSE: AIT), a leading value-added distributor and technical solutions provider of industrial motion, fluid power, flow control, automation technologies, and related maintenance supplies, today reported results for its fiscal 2026 fourth quarter and full year ended June 30, 2026. Net sales for the quarter of $1.4 billion increased 10.4% ov…
View source ↗ - Newsbenzinga.com·54d ago·Neutral
Top Wall Street Forecasters Revamp Applied Industrial Technologies Expectations Ahead Of Q4 Earnings Applied Industrial Technologies, Inc. (NYSE:AIT) will release its fourth quarter earnings report before the opening bell on Thursday, Aug. 13.
View source ↗ - Newszacks.com·56d ago·Neutral
Applied Industrial Technologies (AIT) Q4 Earnings on the Horizon: Analysts' Insights on Key Performance Measures Beyond analysts' top-and-bottom-line estimates for Applied Industrial Technologies (AIT), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2026.
View source ↗
Earnings
Tue, Oct 27(in 3 weeks)
Consensus estimate $2.88 per share
Typical surprise +6.5% (median, so one quarter with a near-zero estimate can't distort it)
- Thu, Aug 13$3.17 vs $2.92beat
- Tue, Apr 28$2.65 vs $2.63beat
- Tue, Jan 27$2.51 vs $2.48beat
- Tue, Oct 28$2.63 vs $2.48beat
- Thu, Aug 14$2.80 vs $2.63beat
- Thu, May 1$2.57 vs $2.40beat
Estimates and results for AIT via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by AIT officers and directors.
- Bought
- —
- Sold
- $27.0m
0 trades
18 trades
- Wallace Peter Csold
- Wells David K.sold
- Andrews Madhuri Asold
- Hoffner Warren E Iiisold
- Hoffner Warren E Iiisold
- Wallace Peter Csold
- Hoffner Warren E Iiisold
- Hoffner Warren E Iiisold
82 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Markwayne Mullinsenate · OK · disclosed Mar 2, 2026 (26d later)Sell$1,001 - $15,000
- Markwayne Mullinsenate · OK · disclosed Jan 13, 2026 (26d later)Sell$15,001 - $50,000
- Markwayne Mullinsenate · OK · disclosed Jan 13, 2026 (26d later)Sell$15,001 - $50,000
- Markwayne Mullinsenate · OK · disclosed Feb 27, 2025 (24d later)Buy$1,001 - $15,000
- Markwayne Mullinsenate · OK · disclosed Jan 31, 2025 (29d later)Buy$15,001 - $50,000
- Markwayne Mullinsenate · OK · disclosed Jan 31, 2025 (29d later)Buy$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed Dec 18, 2024 (26d later)Sell$50,001 - $100,000
- Michael T. McCaulhouse · TX10 · disclosed Nov 14, 2024 (17d later)Sell$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed Nov 14, 2024 (17d later)Sell$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed Sep 18, 2024 (23d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Dec 14, 2023 (43d later)Buy$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed Dec 14, 2023 (43d later)Buy$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed Oct 10, 2023 (14d later)Sell$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed Oct 10, 2023 (14d later)Sell$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed Jan 20, 2023 (37d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Jan 20, 2023 (37d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Mar 17, 2022 (30d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Mar 17, 2022 (30d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Jan 27, 2022 (44d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Jan 7, 2021 (50d later)Buy$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.