Applied Industrial Technologies, Inc. AIT
- Market cap
- $12.2B
- P/E
- 30.1×
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Target Price Range
Analyst price targets
Free account| 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | 2029 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
Low Price
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| 70.05 | 82.35 | 68.21 | 82.43 | 109.87 | 133.74 | 176.44 | 282.98 | 280.95 | 374.80 |
High Price
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| 5,554 | 6,634 | 6,650 | 6,200 | 5,900 | 6,100 | 6,200 | 6,500 | 6,800 | 6,900 |
Employees
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| 0 | 0 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
Revenue/Emp
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| 2,594 | 3,073 | 3,473 | 3,246 | 3,236 | 3,811 | 4,413 | 4,479 | 4,563 | 4,967 |
Revenue
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| 28.44% | 28.76% | 29.02% | 28.89% | 28.91% | 29.05% | 29.16% | 29.84% | 30.31% | 30.34% |
Gross Margin
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| 167 | 205 | 194 | 55 | 177 | 330 | 450 | 498 | 501 | 544 |
EBT
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| 6.44% | 6.66% | 5.60% | 1.70% | 5.47% | 8.65% | 10.19% | 11.12% | 10.98% | 10.96% |
EBT Margin
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| 134 | 142 | 144 | 24 | 145 | 257 | 347 | 386 | 393 | 415 |
Net Income
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| 42 | 52 | 96 | 197 | 107 | 57 | 56 | 56 | 65 | 71 |
Depreciation
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| 66.48 | 79.31 | 89.80 | 83.96 | 83.49 | 99.05 | 114.34 | 115.83 | 119.18 | 132.88 |
Revenue/Sh
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| 3.43 | 3.65 | 3.72 | 0.62 | 3.73 | 6.69 | 8.98 | 9.98 | 10.26 | 11.09 |
Earnings/Sh
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| 4.22 | 3.80 | 4.67 | 7.68 | 6.24 | 4.88 | 8.91 | 9.60 | 12.86 | 12.95 |
Cash Flow/Sh
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| (0.36) | (0.57) | (0.46) | (0.47) | (0.38) | (0.44) | (0.65) | (0.63) | (0.66) | (0.60) |
Capex/Sh
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| 3.86 | 3.23 | 4.21 | 7.21 | 5.86 | 4.43 | 8.26 | 8.98 | 12.20 | 12.35 |
Free CF/Sh
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| 19.10 | 21.03 | 23.20 | 21.82 | 24.06 | 29.88 | 37.79 | 43.67 | 48.17 | 49.81 |
Book Value/Sh
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| 39 | 39 | 39 | 39 | 39 | 38 | 39 | 39 | 38 | 37 |
Shares
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| 17.17 | 19.37 | 16.40 | 100.63 | 24.41 | 14.35 | 16.09 | 19.10 | 22.63 | 30.46 |
PE Ratio
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| 0.89 | 0.89 | 0.68 | 0.74 | 1.09 | 0.97 | 1.27 | 1.64 | 1.95 | 2.54 |
PS Ratio
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| 3.09 | 3.37 | 2.63 | 2.86 | 3.78 | 3.22 | 3.83 | 4.36 | 4.83 | 6.79 |
PB Ratio
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| 0.96 | 1.19 | 0.92 | 0.95 | 1.27 | 1.10 | 1.33 | 1.67 | 2.00 | 2.58 |
EV/Sales
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| 16.55 | 29.24 | 19.73 | 11.05 | 18.06 | 24.65 | 18.40 | 21.59 | 19.50 | 27.71 |
EV/FCF
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| 165 | 147 | 181 | 297 | 242 | 188 | 344 | 371 | 492 | 484 |
Op' Cash Flow
|
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| (14) | (22) | (18) | (18) | (15) | (17) | (25) | (24) | (25) | (22) |
Capex
|
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| 150 | 125 | 163 | 279 | 227 | 171 | 319 | 347 | 467 | 462 |
FCF
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| 573 | 625 | 724 | 734 | 769 | 860 | 1,106 | 1,269 | 1,221 | 966 |
Working Cap'
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| 292 | 964 | 958 | 934 | 828 | 689 | 622 | 597 | 572 | 262 |
Total Debt
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| 187 | 910 | 850 | 665 | 571 | 505 | 278 | 137 | 184 | 135 |
Net Debt
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| 745 | 815 | 897 | 844 | 933 | 1,149 | 1,458 | 1,689 | 1,845 | 1,862 |
Sh' Equity
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| 9.92% | 7.71% | 6.24% | 1.04% | 6.36% | 10.90% | 13.35% | 13.55% | 12.83% | 13.40% |
ROA
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| 11.76% | 8.18% | 8.37% | 3.69% | 8.54% | 13.52% | 17.03% | 16.98% | 15.36% | 17.20% |
ROIC
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| 19.09% | 18.15% | 16.82% | 2.76% | 16.30% | 24.73% | 26.59% | 24.51% | 22.24% | 22.37% |
ROE
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Applied Industrial Technologies, Inc. peers in Industrial Distribution
| Company | Market cap | P/E | Compare |
|---|---|---|---|
| QXO QXO, Inc. | $12.8B | 0.0× | Compare |
| WSO Watsco, Inc. | $13.2B | 27.5× | Compare |
| WSO.B Watsco, Inc. | $16.0B | 28.3× | Compare |
| WCC WESCO International, Inc. | $17.9B | 25.4× | Compare |
| Company | Market cap | P/E | Compare |
|---|---|---|---|
| CNM Core & Main, Inc. | $7.9B | 17.5× | Compare |
| MSM MSC Industrial Direct Company, Inc. | $6.7B | 29.3× | Compare |
| POOL Pool Corporation | $5.9B | 15.1× | Compare |
| XMTR Xometry, Inc. | $5.6B | 0.0× | Compare |
Applied Industrial Technologies, Inc. (AIT) key facts
- Applied Industrial Technologies, Inc. (AIT) is an Industrial Distribution company in the Industrials sector, listed on the New York Stock Exchange.
- Applied Industrial Technologies, Inc.’s revenue for fiscal 2026 (year ended June 2026) was $5.0 billion, up 8.84% from fiscal 2025.
- Net income was $414.5 million, or $11.09 per share (basic), a net margin of 8.35%.
- As of September 25, 2026, AIT traded at $333.39, a market capitalization of $12.2 billion.
- At that price the stock trades at 30.1× trailing-twelve-month earnings and 2.5× sales.
- Applied Industrial Technologies, Inc. pays an annual dividend of $1.40 per share, a yield of 0.78%, with a payout ratio of 15.6%.
- Return on equity was 22.4% and debt-to-equity 0.14.
Applied Industrial Technologies, Inc. (AIT) Latest News
7 Sep
Applied Industrial Technologies posted record results but issued lower forward guidance. Record earnings followed by softer guidance typically trigger short-term stock volatility without altering long-term trajectory.
28 Aug
Applied Industrial Technologies (AIT) receives an upgrade to Buy rating. Buy rating upgrade signals stronger investor interest that can lift share price and sentiment.
23 Aug
Applied Industrial Technologies (AIT) may be 15% undervalued following its earnings release and 2027 guidance. Earnings and guidance updates can moderately shift investor views on AIT's valuation and near-term performance.
21 Aug
Applied Industrial Technologies posted a record quarter that has reignited its growth narrative and improved its market position. Record quarterly results strengthen AIT financial performance and renew growth prospects.
20 Aug
Applied Industrial Technologies held its Q2 earnings call, with analysts focusing on five key questions about financial results, operational performance, and forward guidance. Q2 earnings call and analyst questions directly shape investor views on revenue trends and strategic direction.
Applied Industrial Technologies, Inc. (AIT) held its Q4 2026 earnings call, covering financial results, operational updates and forward outlook. Quarterly earnings call releases performance data that typically moves near-term investor views and trading.
16 Aug
Applied Industrial Technologies reports Q2 growth driven by automation, services expansion, and active M&A pipeline. Automation, services, and M&A initiatives represent major strategic moves likely to significantly boost AIT trajectory and investor sentiment.
15 Aug
Applied Industrial Technologies posts record results, issues 2027 guidance, and advances M&A activity, prompting questions on required investor action. Record results, extended guidance, and M&A activity represent major strategic and financial developments that can significantly shift company trajectory and investor views.
Applied Industrial Technologies raised its fiscal 2027 guidance. Raising fiscal 2027 guidance signals stronger expected performance likely to boost valuation and investor sentiment.
Applied Industrial Technologies raised guidance, prompting questions on whether the stock is overvalued. Raised guidance can moderately shift valuation views and near-term stock performance.
14 Aug
Applied Industrial Technologies exceeded Q4 earnings estimates on strong organic sales growth. Q4 earnings beat from organic sales growth enhances near-term financial outlook and investor sentiment.
13 Aug
Applied Industrial Technologies (AIT) prepares to release Q2 earnings, with focus on revenue, margins, and guidance in the industrial sector. Q2 earnings release can significantly shift AIT stock trajectory and investor sentiment.
Applied Industrial Technologies Inc posted record sales in its Q4 2026 earnings call, signaling strong demand and operational performance. Record sales reflect robust revenue growth that strengthens the company's financial trajectory and investor outlook.
Applied Industrial Technologies reported impressive Q2 CY2026 results. Positive quarterly results signal strong operational performance likely to lift stock valuation and investor outlook.
Applied Industrial Technologies reported fiscal 2026 fourth quarter and full-year results, issued fiscal 2027 guidance, and increased intermediate financial targets. Earnings results with raised guidance and increased targets indicate potential for improved financial trajectory.
Applied Industrial Technologies discussed Q4 financial results, operational metrics and outlook during its earnings call. Quarterly earnings details typically produce moderate short-term shifts in valuation and sentiment.
Applied Industrial Technologies, Inc. held its Q4 2026 earnings call covering quarterly financial results, operations and outlook. Quarterly earnings call supplies financial updates and guidance that can move near-term share price and sentiment.
11 Aug
OEC beat Q2 earnings expectations driven by specialty strength, with sales rising year over year. Q2 earnings beat and sales growth signal moderately positive effects on financial performance and investor sentiment.
10 Aug
Applied Industrial Technologies prepares to release Q4 earnings with analysts highlighting key performance measures that may shape investor views. Pre-earnings analyst commentary on metrics can moderately shift near-term sentiment and trading without altering long-term company direction.
27 Jul
Applied Industrial Technologies' premium valuation and cash flow reliance may require reframing the AIT investment narrative. Valuation and cash flow questions create moderate investor sentiment shifts for AIT without altering core operations.
21 Jul
Digital tools are reshaping industrial demand, highlighting FAST trends for Applied Industrial Technologies to monitor amid evolving market conditions. Digital demand shifts may moderately affect AIT operations and positioning without fundamentally altering its trajectory.
17 Jun
Applied Industrial Technologies (AIT) plans to form a strategic joint venture with ideaForge Technology. Strategic JV formation signals major expansion that can alter AIT's competitive position and growth trajectory.
4 May
Applied Industrial Technologies (AIT) international revenue trends warrant attention when assessing the stock to avoid overlooking key growth indicators. International revenue trends directly affect AIT's financial performance and stock valuation.
29 Apr
Applied Industrial Technologies reported Q3 earnings and sales exceeding estimates, with both metrics up year-over-year. Exceeding Q3 earnings and sales estimates with Y/Y growth signals strong financial performance likely boosting investor sentiment and stock trajectory.
Applied Industrial Technologies (AIT) Q3 earnings key metrics compared to estimates, analyzing performance against expectations. Q3 earnings metrics versus estimates directly impact AIT's financial trajectory and investor sentiment.
Applied Industrial Technologies Inc (AIT) delivered record EBITDA in Q3 2026 earnings call, alongside other strong financial highlights. Record EBITDA reflects major profitability gains driving positive trajectory and investor confidence.
28 Apr
Applied Industrial Technologies Q3 earnings call highlighted robust sales growth, margin improvements, strong segment performances, and optimistic full-year guidance amid favorable industrial market conditions. Q3 earnings highlights demonstrate strong financial results and raised guidance, significantly influencing future performance and investor sentiment.
Applied Industrial Technologies, Inc. (AIT) released its Q3 2026 earnings call transcript, detailing financial performance, operational updates, and forward-looking guidance. Quarterly earnings transcripts provide detailed financial results, management insights, and guidance that significantly influence investor sentiment and stock performance.
Applied Industrial Technologies (AIT) beat Q3 earnings and revenue estimates. Beating Q3 earnings and revenue estimates signals strong financial performance, likely boosting stock price and investor sentiment.
Applied Industrial Technologies, Inc. (AIT) released Q3 2026 earnings call summary highlighting financial results, operational updates, and future outlook. Q3 2026 earnings summary impacts financial performance and investor sentiment but remains balanced by market factors.