Saturday 17 October 2026 Export AIT’s income statement to Excel — free account

Applied Industrial Technologies, Inc.

Applied Industrial Technologies, Inc.’s revenue for fiscal 2026 (year ended June 2026) was $5.0 billion, up 8.84% from fiscal 2025. In the quarter to June 2026, revenue grew 10.5%, EPS grew 13.0%, free cash flow grew 15.0% and total debt fell 54.2%, each against the same quarter a year earlier. Dividend growth for twenty-five consecutive years, revenue growth for five.

330.84 2.99 −0.90%

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Market cap: $12.3B
P/E: 29.8×
Fwd P/E: 26.7×
Dividend yield: 0.60%
F-score: 8/9
Altman Z: 10.54
Beneish M: −2.45
Dividend safety: 93/100

Overview Business Profile Financial Analysis Income Statement Balance Sheet Cash Flow Metrics & Ratios 10-Q 10-K

Insider Decisions trades per month

Total sells 15.82

Totals in millions of $.

	Dec 25			Mar 26			Jun 26			Sep 26
Buy	—	—	—	—	—	—	—	—	—	—	—	—
Sell	—	—	—	5	—	—	1	1	—	2	—	—

Insider Ownership 2.51%

Capital & Financial Ratios $m

Market Cap 12,260.00

Revenue 4,966.69

Net Income 414.53

Free Cash Flow 461.61

Net Debt 135.17

Current Ratio 2.58

Debt/Equity 0.14

P/E ratio 29.81

Fwd P/E 26.70

P/S ratio 2.49

P/B ratio 6.64

Past 5Y EPS Growth 24.37%

This Y EPS Growth 9.88%

Next Y EPS Growth 9.72%

Next Y revenue growth 5.87%

Next 5Y EPS Growth 8.73%

Green and red mark values outside typical ranges. How we judge →

Valuation vs history

EV/Sales, ten years

P/E against its own 10 years 78.73%

10-year low 10-year high

P/S against its own 10 years 97.79%

10-year low 10-year high

P/B against its own 10 years 97.86%

10-year low 10-year high

EV/Sales against its own 10 years 97.71%

10-year low 10-year high

EV/FCF against its own 10 years 80.58%

10-year low 10-year high

Dividends

Payout Ratio 0.18

Annual Dividend Rate 1.99

Annual Dividend Yield 0.60%

	total	individual payouts
2029	Powerpack
2028	Powerpack
2027	Powerpack
2026	1.93	0.51 0.51 0.51
2025	1.84	0.46 0.46 0.46 0.46
2024	1.48	0.37 0.37 0.37 0.37
2023	1.40	0.35 0.35 0.35 0.35
2022	1.36	0.34 0.34 0.34 0.34
2021	1.32	0.33 0.33 0.33 0.33
2020	1.28	0.32 0.32 0.32 0.32
2019	1.24	0.31 0.31 0.31 0.31
2018	1.20	0.30 0.30 0.30 0.30
2017	1.16	0.29 0.29 0.29 0.29
2016	1.12	0.28 0.28 0.28 0.28

predictions special payouts not included in total or ratios

Assets vs Liabilities $m

	2023	2024	2025	2026
Cash	344	461	388	127
Receivables	708	725	770	831
Inventory	501	488	505	509
Other	93	96	84	111
	1,647	1,770	1,747	1,579

	2023	2024	2025	2026
Payables	302	267	280	341
ST’ Debt	25	25	—	—
Other	115	116	146	162
	540	501	526	612

Compound Annual Growth %

	10y	5y	3y
Sales	7.02%	8.95%	4.02%
Cash Flow	11.57%	14.90%	12.06%
Earnings	30.21%	23.42%	6.13%
Book Value	10.96%	14.83%	8.48%

Revenue $m

	Sep	Dec	Mar	Jun	Year
’26	—	—	—	—	—
’26	1,200	1,163	1,251	1,353	4,967
’25	1,099	1,073	1,167	1,225	4,563
’24	1,095	1,077	1,146	1,161	4,479
’23	1,062	1,060	1,132	1,158	4,413
’22	892	877	981	1,061	3,811
’21	748	751	841	896	3,236

Fiscal quarters ending in the months shown.

Operating Cash Flow $m

	Sep	Dec	Mar	Jun	Year
’26	—	—	—	—	—
’26	119	100	100	165	484
’25	128	95	122	147	492
’24	66	102	84	119	371
’23	26	63	75	180	344
’22	49	33	53	54	188
’21	82	78	44	38	242

Fiscal quarters ending in the months shown.

Free Cash Flow $m

	Sep	Dec	Mar	Jun	Year
’26	—	—	—	—	—
’26	112	94	96	160	462
’25	123	90	115	139	467
’24	62	97	77	112	347
’23	20	56	67	175	319
’22	45	29	48	48	171
’21	78	73	41	35	227

Fiscal quarters ending in the months shown.

EPS $

	Sep	Dec	Mar	Jun	Year
’26	—	—	—	—	—
’26	2.63	2.51	2.65	3.17	10.95
’25	2.36	2.39	2.57	2.80	10.12
’24	2.39	2.32	2.48	2.64	9.83
’23	1.97	2.05	2.47	2.35	8.84
’22	1.36	1.46	1.75	2.02	6.58
’21	0.89	(0.14)	1.42	1.51	3.68

Fiscal quarters ending in the months shown.

Group	Line	2017	2018	2019	2020	2021	2022	2023	2024	2025	2026	2027e
Price, $
Price, $	Low	54.00	50.56	49.45	30.66	70.08	88.09	116.94	163.50	199.96	250.90	Analyst estimates 2027–2029 Powerpack
	High	70.05	82.35	68.21	82.43	109.87	133.74	176.44	282.98	280.95	374.80
People
People	Employees	5,554	6,634	6,650	6,200	5,900	6,100	6,200	6,500	6,800	6,900
	Revenue/emp, $m	0.47	0.46	0.52	0.52	0.55	0.62	0.71	0.69	0.67	0.72
Income, $m
Income, $m	Revenue	2,594	3,073	3,473	3,246	3,236	3,811	4,413	4,479	4,563	4,967
	Gross margin, %	28.44	28.76	29.02	28.89	28.91	29.05	29.16	29.84	30.31	30.34
	EBT	167	205	194	55	177	330	450	498	501	544
	EBT margin, %	6.44	6.66	5.60	1.70	5.47	8.65	10.19	11.12	10.98	10.96
	Net income	134	142	144	24	145	257	347	386	393	415
	Depreciation	42	52	96	197	107	57	56	56	65	71
Per share, $
Per share, $	Revenue	66.48	79.31	89.80	83.96	83.49	99.05	114.34	115.83	119.18	132.88
	Earnings	3.43	3.65	3.72	0.62	3.73	6.69	8.98	9.98	10.26	11.09
	Cash flow	4.22	3.80	4.67	7.68	6.24	4.88	8.91	9.60	12.86	12.95
	Capex	(0.36)	(0.57)	(0.46)	(0.47)	(0.38)	(0.44)	(0.65)	(0.63)	(0.66)	(0.60)
	Free cash flow	3.86	3.23	4.21	7.21	5.86	4.43	8.26	8.98	12.20	12.35
	Book value	19.10	21.03	23.20	21.82	24.06	29.88	37.79	43.67	48.17	49.81
	Shares, m	39	39	39	39	39	38	39	39	38	37
Valuation, ×
Valuation, ×	P/E	17.17	19.37	16.40	100.63	24.41	14.35	16.09	19.10	22.63	30.46
	P/S	0.89	0.89	0.68	0.74	1.09	0.97	1.27	1.64	1.95	2.54
	P/B	3.09	3.37	2.63	2.86	3.78	3.22	3.83	4.36	4.83	6.79
	EV/Sales	0.96	1.19	0.92	0.95	1.27	1.10	1.33	1.67	2.00	2.58
	EV/FCF	16.55	29.24	19.73	11.05	18.06	24.65	18.40	21.59	19.50	27.71
Cash, $m
Cash, $m	Operating cash flow	165	147	181	297	242	188	344	371	492	484
	Capex	(14)	(22)	(18)	(18)	(15)	(17)	(25)	(24)	(25)	(22)
	Free cash flow	150	125	163	279	227	171	319	347	467	462
Balance, $m
Balance, $m	Working capital	573	625	724	734	769	860	1,106	1,269	1,221	966
	Total debt	292	964	958	934	828	689	622	597	572	262
	Net debt	187	910	850	665	571	505	278	137	184	135
	Shareholders’ equity	745	815	897	844	933	1,149	1,458	1,689	1,845	1,862
Returns, %
Returns, %	ROA	9.92	7.71	6.24	1.04	6.36	10.90	13.35	13.55	12.83	13.40
	ROIC	11.76	8.18	8.37	3.69	8.54	13.52	17.03	16.98	15.36	17.20
	ROE	19.09	18.15	16.82	2.76	16.30	24.73	26.59	24.51	22.24	22.37

Negative figures in brackets.

All 10 years →

Fiscal years to Jun 2026 · latest quarter Jun 2026

Charts ten years each

Company	Market cap	P/E	Fwd P/E	Revenue growth (Q)	EPS growth (Q)	FCF growth (Q)	Gross margin (Q)	EBIT margin (Q)	Compare
WCC WESCO International, Inc.	$16.9B	23.5×	22.4×	+12.98% (above 0%: growing)	+10.44% (above 0%: growing)	−70.35% (below 0%: shrinking)	21.85%	5.73%	Compare
WSO.B Watsco, Inc.	$16.0B	24.9×	—	+2.06% (above 0%: growing)	−11.50% (below 0%: shrinking)	+17.57% (above 0%: growing)	27.50%	11.32%	Compare
WSO Watsco, Inc.	$12.4B	25.6×	28.8×	+2.06% (above 0%: growing)	−11.50% (below 0%: shrinking)	+17.57% (above 0%: growing)	27.50%	11.32%	Compare
AIT Applied Industrial Technologies, Inc.	$12.3B	29.8×	26.7×	+10.45% (above 0%: growing)	+13.03% (above 0%: growing)	+15.02% (above 0%: growing)	30.40%	11.78%
QXO QXO, Inc.	$11.6B	— (loss-making)	— (loss-making)	+70.30% (above 0%: growing)	n/m	−27.62% (below 0%: shrinking)	24.74%	(1.29%)	Compare
CNM Core & Main, Inc.	$8.0B	17.3×	19.2×	+2.48% (above 0%: growing)	+8.45% (above 0%: growing)	+83.33% (above 0%: growing)	26.71%	10.58%	Compare
MSM MSC Industrial Direct Company, Inc.	$7.3B	31.5×	27.6×	+7.82% (above 0%: growing)	+41.18% (above 0%: growing)	−23.88% (below 0%: shrinking)	41.11%	10.19%	Compare
POOL Pool Corporation	$6.2B	15.8×	16.7×	+2.15% (above 0%: growing)	−0.19% (below 0%: shrinking)	−27.07% (below 0%: shrinking)	29.66%	14.68%	Compare
XMTR Xometry, Inc.	$5.7B	— (loss-making)	— (loss-making)	+41.05% (above 0%: growing)	n/m	−41.54% (below 0%: shrinking)	38.01%	(2.42%)	Compare
Median of peers	$9.8B	24.2×	22.4×	+5.15%	+4.13%	−25.48%	27.50%	10.39%

All 23 Industrial Distribution stocks →

Applied Industrial Technologies, Inc. (AIT) key facts

Strength: Applied Industrial Technologies, Inc.’s revenue for fiscal 2026 (year ended June 2026) was $5.0 billion, up 8.84% from fiscal 2025.
Strength: Net income was $414.5 million, or $11.09 per share (basic), a net margin of 8.35%.
Applied Industrial Technologies, Inc. (AIT) is an Industrial Distribution company in the Industrials sector, listed on the New York Stock Exchange.
As of October 16, 2026, AIT traded at $330.84, a market capitalization of $12.3 billion.
At that price the stock trades at 29.8× trailing-twelve-month earnings and 2.5× sales; its P/E is higher than 79% of its own readings over the past ten years.
Applied Industrial Technologies, Inc. pays an annual dividend of $1.99 per share, a yield of 0.60%, with a payout ratio of 18.2%.
Return on equity was 22.4% and debt-to-equity 0.14.
Its Piotroski F-score is 8 out of 9 and its Altman Z-score is 10.54 (safe zone) for fiscal 2026.