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Stock Applied Industrial Technologies, Inc. AIT

Applied Industrial Technologies, Inc. — Investlytic score 4/5 on the five criteria.

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80/ 100
Score Investlytic · 5 criteria

Analysis in progress…

Investlytic score: 4/5 criteria met. Data as of 04/11/2026.

  • ✅ Price trend passed
  • ✅ Growth passed
  • ✅ Debt passed
  • ❌ P/E failed
  • ✅ Correction passed

Price trend

Overall trend (8 years): the price has been multiplied by at least 1.5.

Price change 2018 → 2019: 23.64%

Price change 2019 → 2020: 16.94%

Price change 2020 → 2021: 31.68%

Price change 2021 → 2022: 22.72%

Price change 2022 → 2023: 37.02%

Price change 2023 → 2024: 38.67%

Price change 2024 → 2025: 7.22%

Price change 2025 → 2026: 18.84%

Price change 2026 (year to date): 17.53%

Financial growth

Revenue CAGR (8 years): 5.24%

Earnings CAGR (8 years): 16.31%

Growth status: positive trend (>1%/yr) in revenue and earnings.

Debt

Debt-to-equity ratio: 0.26

Debt/equity < 0.5 (maximum threshold).

P/E (Price/Earnings)

P/E ratio: 27.00

P/E > 25.0 (maximum threshold).

Correction (6 months)

Current correction: 15.69% from the high over 6 months.

Correction between 10.0% and 20.0% (target range).

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Criteria of the Investlytic model

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Price trend

Price & trend

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⚖️ Comparison with the market

All stocks →
StockP/EDette/FPRevenue growthRating
Applied Industrial Technologies, Inc.26.00.31+6.2 %🔒
Eiffage S.A.9.42.10+4.5 %–
Hensoldt AG75.01.65+12.0 %–
Nordex SE22.30.38+14.4 %–
Getlink SE33.01.85+5.3 %–

Data from the Investlytic screener. The rating of the stock being viewed is reserved for members.

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Detailed analysis · Price trend

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Global model trend and annual price variations · visible with a free account.

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Revenues & profits

Revenue and net income

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Chart of revenues and net income over 8 periods · real data, no estimates.

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Financial indicators

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18 financial indicators analyzed by groups of criteria: valuation, profitability, growth, solidity, dividend, and momentum.

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Annual financial statements

Fiscal yearRevenueNet income Net marginEPSRevenue growth
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Complete annual financial statements: revenue, net income, margin, and EPS over 8 fiscal years.

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Key reported figures

Revenue, net income and net margin reported by Applied Industrial Technologies, Inc. over the latest fiscal years.

Revenue
5.0 bn USD
fiscal year 2026
Net income
415 m USD
fiscal year 2026
Net margin
8.3 %
fiscal year 2026
Average annual growth
+8.9 %
Revenue growth over 5 years
Average annual growth
+7.0 %
Revenue growth over 10 years
Market cap
10.7 bn USD
Fiscal yearRevenueNet incomeNet marginRevenue growth
20213.2 bn145 m4.5 %n/a
20223.8 bn257 m6.8 %+17.8 %
20234.4 bn347 m7.9 %+15.8 %
20244.5 bn386 m8.6 %+1.5 %
20254.6 bn393 m8.6 %+1.9 %
20265.0 bn415 m8.3 %+8.8 %

Amounts converted to USD. Source: published annual accounts, collected on 30/10/2026.

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Accounts and financial health

Balance sheet and cash flow published by Applied Industrial Technologies, Inc. over the last fiscal years, strength scores and valuation by discounted cash flow (DCF).

Overview
solid accounts
according to Altman Z, Piotroski and net debt
Altman Z-score
9.95
safe zone (above 2.99)
Piotroski Score
8 / 9
7 to 9: solid accounts
DCF Value
258.52 USD
DCF close to share price · share price 294.12 USD, gap -12.1 %
Net Debt / EBITDA
0.27 x
low debt
Fiscal year20222023202420252026
Cash and investments184 m344 m461 m388 m127 m
Total Debt800 m622 m735 m572 m483 m
Net Debt616 m278 m274 m184 m356 m
Equity1.1 bn1.5 bn1.7 bn1.8 bn1.9 bn
Total assets2.5 bn2.7 bn3.0 bn3.2 bn3.0 bn
Operating cash flow188 m344 m371 m492 m484 m
Investments (capex)18.1 m26.5 m24.9 m27.2 m23.6 m
Free cash-flow169 m317 m347 m465 m461 m
Share buybacks13.8 m716,00073.4 m153 m317 m
Dividends paid51.8 m53.4 m55.9 m63.7 m72.6 m

Amounts in USD, currency of the published accounts.

Trailing 12-month ratios

Price / earnings (P/E)25.73 x
Price / book value5.73 x
Return on Equity (ROE)22.7 %
Return on Invested Capital (ROIC)17.6 %
Net margin8.4 %
Debt / equity0.15 x
Current ratio2.89 x
Interest coverage56.22 x
Free cash-flow yield3.9 %

Altman Z: default risk estimated from the balance sheet and earnings. Piotroski: 9 tests on profitability, debt and efficiency. DCF: estimated value from discounted future cash flows, a model and not a forecast. Source: annual accounts published by the company, data as of 05/11/2026.

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Valuation and competitors

Applied Industrial Technologies, Inc. compared with its sector on the same exchange and with its main competitors.

Company P/E
26.0
22.6 % below the sector
Sector median P/E
33.6
industrials, NYSE
Sector over 10 years
21.7
10-year median, range 17.5 to 39.0

Trailing 12-month P/E. Sector: median of companies in the same sector listed on the same exchange, collected on 02/11/2026. Competitors: comparable companies named by the data provider.

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Analyst consensus and forecasts

What the financial analysts covering Applied Industrial Technologies, Inc. publish: ratings, price targets and earnings forecasts.

Majority rating
buy
17 analysts
Average price target
388.00 USD
from 360.00 USD to 400.00 USD, 13 targets over 12 months
Gap with the share price
+31.9 %
price 294.12 USD on 30/10/2026

Breakdown of ratings

strong buy 0buy 11hold 6sell 0strong sell 0

Analysts' average target 388.00 USD, DCF value 258.52 USD, share price 294.12 USD.

Average target over the last 3 months: 393.75 USD (8 targets).

Analyst forecasts

Fiscal yearRevenueNet incomeExpected EPS (range)P/E on this EPSAnalysts
20264.9 bn405 m10.71 (10.68 / 10.75)27.57
20275.3 bn451 m12.13 (11.86 / 12.27)24.26
20285.6 bn490 m13.24 (12.84 / 13.52)22.26

Amounts in USD, the reporting currency.

Track record against expectations: reported EPS above consensus 12 times over the last 12 releases.

Rating changes (12 months)

DateFirmBeforeAfter
28/10/2026BairdOutperformOutperform
28/10/2026KeybancOverweightOverweight
15/10/2026MizuhoOutperformOutperform
14/08/2026BairdOutperformOutperform
14/08/2026DA DavidsonBuyBuy

Source: ratings and forecasts published by analysts, collected on 03/11/2026. An analyst rating or target is not a guarantee.

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Dividends and earnings

Applied Industrial Technologies, Inc.: dividend history, last distributions, stock splits and earnings releases.

Frequency
quarterly
Last dividend
0.510 USD
ex-dividend on 13/11/2026
Last 12 months
1.99 USD
number of payments: 4
Yield
0.7 %
on the last known price
Years of increases
17
consecutive
Years of payments
41
uninterrupted

● Next ex-dividend date: 13/11/2026, 0.510 USD per share.

00.511.021.532.042007 : 0.537 USD2008 : 0.597 USD20082009 : 0.597 USD2010 : 0.638 USD20102011 : 0.740 USD2012 : 0.840 USD20122013 : 0.920 USD2014 : 1.00 USD20142015 : 1.08 USD2016 : 1.12 USD20162017 : 1.16 USD2018 : 1.20 USD20182019 : 1.24 USD2020 : 1.28 USD20202021 : 1.32 USD2022 : 1.36 USD20222023 : 1.40 USD2024 : 1.48 USD20242025 : 1.84 USD2026 : 2.04 USD2026

Annual dividend per share (USD), adjusted for splits. Light bar: current year, incomplete. Red bar: lower than the previous year.

Latest ex-dividend dates

Ex-dividendAmountPayment
13/11/20260.510 USD30/11/2026
14/08/20260.510 USD31/08/2026
15/05/20260.510 USD29/05/2026
13/02/20260.510 USD27/02/2026
14/11/20250.460 USD28/11/2025
15/08/20250.460 USD29/08/2025
15/05/20250.460 USD30/05/2025
14/02/20250.460 USD28/02/2025

Earnings releases

DatePublished EPSExpected EPSSurprise
27/10/20262.972.89+2.8 %
13/08/20263.172.92+8.6 %
28/04/20262.652.63+0.8 %
27/01/20262.512.48+1.2 %
28/10/20252.632.48+6.0 %
14/08/20252.802.63+6.5 %

Stock splits

DateOperation
16/06/2006split: 3 shares for 2
20/12/2004split: 3 shares for 2
16/09/1997split: 3 shares for 2
05/12/1995split: 3 shares for 2
05/06/1989split: 3 shares for 2
06/06/1988split: 3 shares for 2

Factual data: ex-dividend history and earnings calendar, as of 05/11/2026. A past dividend does not guarantee the next one.

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Who owns the stock

Free float, institutional investors, large funds, executives and elected officials: declared positions in Applied Industrial Technologies, Inc.

Large funds tracked
27
hold the stock as of 2026Q2
Executives (insiders)
0 / 2
0 purchases, 2 sales in 130 days
US elected officials
3
0 purchases, 3 sales in 12 months

Large funds tracked

FundSharesValue (USD)Weight in the fundChangeQuarter
BlackRock4.0 m1.3 bn0.0 %+3.0 %2026Q2
Vanguard Group4.1 m1.0 bn0.0 %-1.2 %2025Q4
State Street2.5 m829 m0.0 %+103.1 %2026Q2
AQR Capital Management1.3 m452 m0.2 %+46.1 %2026Q2
Geode Capital Management939,318318 m0.0 %+4.3 %2026Q2
Wellington Management631,562214 m0.0 %-16.3 %2026Q2
Norges Bank579,746196 m0.0 %+19.0 %2026Q2
Fidelity574,402194 m0.0 %+13.4 %2026Q2

Latest insider transactions

DatePersonSideAmount
26/08/2026Wallace Peter Csale648,210 USD
18/08/2026Wells David K.sale643,439 USD

Elected officials' disclosures

DateOfficialSideAmount
04/02/2026Markwayne Mullinsale$1,001 - $15,000
18/12/2025Markwayne Mullinsale$15,001 - $50,000
18/12/2025Markwayne Mullinsale$15,001 - $50,000

Sources: 13F filings (quarter shown), executives' Form 4 filings and US Congress members' disclosures, collected on 05/11/2026. Detailed disclosure obligations mainly apply to companies listed in the United States.

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PEA and practical information

PEA eligibility
no
head office outside the EU and EEA
Listing exchange
NYSE
IPO: 17/03/1980
ISIN code
US03820C1053
Workforce
6,818
full-time employees
Chief executive
Neil A. Schrimsher
Next earnings
26/01/2027

Rule applied: the French PEA accepts shares of companies headquartered in the European Union or the European Economic Area and subject to corporate income tax; ADRs and tax-exempt property companies (SIIC) are excluded. The institution holding the PEA confirms eligibility.

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Frequently asked questions about Applied Industrial Technologies, Inc.

What is the Applied Industrial Technologies, Inc. share price?

Latest recorded price: 294.12 USD on 30/10/2026, for a market cap of 10.7 bn USD.

What is the revenue of Applied Industrial Technologies, Inc.?

5.0 bn USD for fiscal year 2026, with net income of 415 m USD (net margin 8.3 %).

Does Applied Industrial Technologies, Inc. pay a dividend?

Yes. Latest dividend: 0.510 USD per share, ex-dividend on 13/11/2026. Over 12 months: 1.99 USD. Yield on the latest known price: 0.7 %.

When does Applied Industrial Technologies, Inc. report its next earnings?

The next release is expected on 26/01/2027. EPS expected by analysts: 2.79.

What do analysts say about Applied Industrial Technologies, Inc.?

Out of 17 analysts: 11 buy or strong buy, 6 hold, 0 sell or strong sell. Average price target: 388.00 USD, i.e. +31.9 % from the share price.

What is the P/E ratio of Applied Industrial Technologies, Inc.?

Trailing 12-month P/E of 26.0, against 33.6 for the sector median on the same exchange (10-year median: 21.7).

Is Applied Industrial Technologies, Inc. stock eligible for the French PEA?

No: the company is headquartered outside the European Union and the European Economic Area (ISIN US03820C1053).

How many employees does Applied Industrial Technologies, Inc. have?

6,818 full-time employees according to the latest published profile.

Who runs Applied Industrial Technologies, Inc.?

Neil A. Schrimsher is the company's chief executive.

Which large funds own Applied Industrial Technologies, Inc.?

As of 2026Q2, among the large funds tracked: BlackRock, Vanguard Group, State Street, AQR Capital Management, Geode Capital Management.

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