Applied Industrial Technologies, Inc. (AIT)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Applied Industrial Technologies, Inc. (AIT) trades at $329.19 with AI Score 91/100 (Grade A+). Applied Industrial Technologies, Inc. distributes industrial motion, power, control, and automation technology solutions. Market cap: $12.17B, Sector: Industrials.
Price live · AI analysis from May 10, 2026AIT stock analysis for 2026: Analysts have set a consensus price target of $300.00 for Applied Industrial Technologies, Inc., suggesting 8.9% downside from the current price of $329.19. The AI MoonshotScore is 91/100, indicating a strong bullish outlook. Key factors: analyst coverage, AI-driven quantitative scoring.
AIT: 1/1 perspectives are bullish.
How is this calculated? →Applied Industrial Technologies, Inc. (AIT) Industrial Operations Profile
Applied Industrial Technologies, Inc. is a leading distributor of industrial motion, power, control, and automation solutions, serving diverse sectors across North America, Australia, New Zealand, and Singapore. With a comprehensive product portfolio and extensive service network, AIT supports the operational needs of various industries.
What Is the Investment Thesis for AIT?
Applied Industrial Technologies presents a notable research candidate due to its established market position, diverse product portfolio, and extensive service network. With a market capitalization of $12.17B and a P/E ratio of 28.2, AIT demonstrates financial stability. The company's free cash flow of $0.31 billion and a profit margin of 8.3% indicate efficient operations. Growth catalysts include expanding its automation solutions and leveraging its distribution network. However, potential risks include economic cyclicality and competition from other industrial distributors. The company's beta of 0.80 suggests lower volatility compared to the broader market, making it a noteworthy option for risk-averse investors. AIT's dividend yield of 0.61% provides a steady income stream.
Based on FMP financials and quantitative analysis
AIT Key Highlights
- Market capitalization of $12.17B, reflecting a strong market presence.
- P/E ratio of 28.2, indicating investor confidence in future earnings.
- Profit margin of 8.3%, showcasing efficient cost management and profitability.
- Free cash flow of $0.31 billion, providing financial flexibility for strategic investments and acquisitions.
- Dividend yield of 0.61%, offering a steady income stream for investors.
Who Are AIT's Competitors?
AIT is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| GNRC Generac Holdings Inc. | $259.53 | +2.72% | $15.28B | 62 |
| RRX Regal Rexnord Corporation | $217.18 | -0.58% | $14.46B | 62 |
| ARMK Aramark | $55.98 | -0.54% | $14.72B | 57 |
| FLS Flowserve Corporation | $74.19 | +2.55% | $9.48B | 67 |
| DRS Leonardo DRS, Inc. | $45.23 | +3.45% | $12.07B | 67 |
| QXO QXO, Inc. | $15.85 | -2.25% | $11.49B | 64 |
| HGRVF Hargreaves Services Plc | $6.27 | -14.46% | $192.52M | 54 |
| HDIUF ADENTRA Inc. | $27.25 | +0.00% | $660.69M | 54 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are AIT's Key Strengths?
- Extensive distribution network.
- Diverse product portfolio.
- Value-added services.
- Strong customer relationships.
What Are AIT's Weaknesses?
- Exposure to economic cyclicality.
- Dependence on industrial production.
- Competition from other distributors.
- Limited presence in emerging markets.
What Could Drive AIT Stock Higher?
- Expansion of automation solutions to capitalize on growing demand.
- Strategic acquisitions to broaden product portfolio and geographic reach.
- Enhancement of e-commerce platform to drive sales growth and improve customer experience.
- Potential infrastructure spending initiatives by governments, boosting demand for industrial products.
- Focus on value-added services to enhance customer loyalty and recurring revenue.
What Are the Key Risks for AIT?
- Insider selling — insiders were net sellers of roughly $14.6M recently.
- Economic downturns impacting industrial production and demand.
- Increased competition from other distributors and online retailers.
- Disruptions in supply chain affecting product availability and costs.
- Changes in government regulations impacting industrial operations.
- Fluctuations in commodity prices affecting input costs.
What Are the Growth Opportunities for AIT?
- Expansion of Automation Solutions: Applied Industrial Technologies can capitalize on the growing demand for automation solutions in manufacturing and logistics. The global industrial automation market is projected to reach $350 billion by 2027, offering significant growth potential. AIT can leverage its expertise in advanced automation products and technical support services to capture a larger share of this market. Timeline: Ongoing.
- Strategic Acquisitions: AIT can pursue strategic acquisitions to expand its product portfolio, geographic reach, and customer base. The industrial distribution sector is highly fragmented, providing opportunities for consolidation. AIT can target companies with complementary product lines or geographic presence to enhance its market position. Timeline: Ongoing.
- Enhancement of E-commerce Platform: Investing in and enhancing its e-commerce platform can drive sales growth and improve customer experience. The increasing adoption of online purchasing in the industrial sector presents a significant opportunity. AIT can leverage its digital capabilities to offer a wider range of products, improve order processing, and provide real-time inventory visibility. Timeline: Ongoing.
- Penetration of Emerging Markets: Expanding its presence in emerging markets, such as Southeast Asia and Latin America, can drive long-term growth. These markets offer significant growth potential due to increasing industrialization and infrastructure development. AIT can leverage its global distribution network and expertise to establish a foothold in these markets. Timeline: 3-5 years.
- Focus on Value-Added Services: Emphasizing value-added services, such as equipment repair, technical support, and training, can differentiate AIT from its competitors and enhance customer loyalty. These services provide a recurring revenue stream and strengthen customer relationships. AIT can invest in expanding its service capabilities and promoting its expertise to attract new customers. Timeline: Ongoing.
What Opportunities Does AIT Have?
- Expansion of automation solutions.
- Strategic acquisitions.
- Enhancement of e-commerce platform.
- Penetration of emerging markets.
What Threats Does AIT Face?
- Economic downturns.
- Increased competition.
- Disruptions in supply chain.
- Changes in government regulations.
What Are AIT's Competitive Advantages?
- Extensive distribution network.
- Diverse product portfolio.
- Value-added services.
- Strong customer relationships.
What Does AIT Do?
Founded in 1923 as Bearings, Inc., Applied Industrial Technologies, Inc. has evolved into a prominent distributor of industrial motion, power, control, and automation technology solutions. Headquartered in Cleveland, Ohio, the company operates through two primary segments: Service Center Based Distribution and Fluid Power & Flow Control. The Service Center Based Distribution segment offers a wide array of products, including bearings, power transmission components, industrial rubber products, and safety supplies. The Fluid Power & Flow Control segment specializes in engineered fluid power components, specialty flow control solutions, and advanced automation products. AIT's extensive product range caters to the general operational needs of machinery and equipment across various industries, including agriculture, chemicals, fabricated metals, and oil and gas. The company also provides value-added services such as equipment repair, technical support, and fabricated rubber shops, enhancing its customer value proposition. With a network of service centers across North America, Australia, New Zealand, and Singapore, Applied Industrial Technologies serves a diverse customer base, including government entities. The company changed its name to Applied Industrial Technologies, Inc. in 1997, reflecting its expanded focus beyond bearings to a broader range of industrial solutions.
What Products and Services Does AIT Offer?
- Distributes industrial motion, power, control, and automation technology solutions.
- Offers bearings, power transmission products, and engineered fluid power components.
- Provides specialty flow control solutions and advanced automation products.
- Supplies industrial rubber products, linear motion components, and automation solutions.
- Offers tools, safety products, and oilfield supplies.
- Operates fabricated rubber shops and service field crews.
- Provides equipment repair and technical support services.
How Does AIT Make Money?
- Distributes industrial products through a network of service centers.
- Generates revenue through the sale of industrial products and related services.
- Provides value-added services such as equipment repair and technical support.
- Serves a diverse customer base across various industries.
What Industry Does AIT Operate In?
Applied Industrial Technologies operates in the industrial distribution sector, which is characterized by fragmented competition and cyclical demand. The industry is influenced by macroeconomic factors, such as industrial production, capital spending, and commodity prices. The increasing adoption of automation and digital technologies is driving growth in the sector. AIT competes with other distributors, manufacturers, and online retailers. The company's extensive product portfolio, value-added services, and geographic reach provide a competitive advantage. The industrial distribution market is expected to grow at a moderate pace, driven by infrastructure development and manufacturing expansion.
Who Are AIT's Key Customers?
- Agriculture and food processing companies.
- Chemicals and petrochemicals companies.
- Fabricated metals companies.
- Forest products companies.
- Industrial machinery and equipment manufacturers.
Company Profile
Applied Industrial Technologies, Inc. operates in the Industrial - Distribution industry within the Industrials sector. It is headquartered in Cleveland, US. The company is led by CEO Neil A. Schrimsher. AIT has traded publicly since 1980.
Applied Industrial Technologies, Inc. Financial Trajectory
Applied Industrial Technologies, Inc. (AIT) reported $1.25B in revenue for Q1 2026, reflecting 7.6% growth compared to the prior quarter. The company recorded net income of $99.8M, with diluted EPS of $2.65. Quarter-over-quarter revenue has been mixed, typical for a large-cap company operating in Industrials. Across the four most recent quarters, AIT averaged $2.65 in diluted EPS.
How Applied Industrial Technologies, Inc. Is Valued
Applied Industrial Technologies, Inc. carries a market capitalization of $12.17B, placing it in the large-cap category. Relative to its peer group, AIT's quantitative score of 91/100 is above the peer average of 63/100.
ROE 22%Key Financial Metrics
Return on equity for Applied Industrial Technologies, Inc. stands at 21.6%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 13.5%, showing how much profit it generates from its asset base. AIT trades at a trailing price-to-earnings ratio of 28.24, roughly in line with the Industrials sector average of ~30x. Its free cash flow yield is 3.9%, a gauge of the cash the business throws off relative to its market value. A current ratio of 2.95 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 3.5%, the inverse of the P/E and a quick read on earnings relative to price.
F-Score 7/9Financial Health
Applied Industrial Technologies, Inc.'s Piotroski F-Score is 7/9, a 9-point checklist of profitability, leverage and efficiency — signaling solid underlying fundamentals. Its Altman Z-Score of 10.41 places it in the safe zone, indicating low near-term bankruptcy risk.
FY2026 estForward Outlook
Wall Street analysts project Applied Industrial Technologies, Inc. revenue of about $4.91B for fiscal 2026, with EPS near $10.71. The estimate reflects 7 contributing analysts.
Net sellingInsider Activity
Over the past six months, Applied Industrial Technologies, Inc. insiders filed 22 SEC Form 4 transactions — 13 sales and 9 purchases. On net that is roughly 45K shares disposed (about $14.6M), a signal worth weighing alongside the fundamentals.
AIT Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the company's future performance, indicating that key stakeholders believe in its growth potential.
- Social sentiment has been leaning positive, with discussions highlighting the company's strong market position and reputation in the industrial sector.
- Analysts have noted an increase in demand for the company's products, driven by ongoing infrastructure projects and manufacturing recovery.
- Community discussions have pointed to successful recent acquisitions that could enhance AIT's market share and operational capabilities.
Bear Case
- Concerns about potential supply chain disruptions have been raised in community forums, which could impact production and delivery timelines.
- Some analysts express caution regarding macroeconomic factors that could affect industrial spending, leading to uncertainty in revenue growth.
- Recent bearish sentiment from a segment of the trading community reflects worries about competition in the industrial supply space, which could pressure margins.
- Insider selling activity has also been observed, causing some investors to question the long-term outlook and commitment of management.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2026 | $1.25B | $100M | $2.65 |
| Q4 2025 | $1.16B | $95M | $2.51 |
| Q3 2025 | $1.20B | $101M | $2.63 |
| Q2 2025 | $1.22B | $108M | $2.80 |
Based on FMP financials and quantitative analysis
AIT Latest News
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AIT: Raising target price to $366.00
Argus Research · Jun 24, 2026
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Engineered Components and Systems Stocks Q1 In Review: Applied Industrial (NYSE:AIT) Vs Peers
Yahoo! Finance: AIT News · Jun 23, 2026
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Daily – Vickers Top Buyers & Sellers for 06/23/2026
Argus Research · Jun 23, 2026
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Applied Industrial Technologies Declares Quarterly Dividend
businesswire.com · Jun 23, 2026
AIT Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for AIT.
Price Targets
Consensus target: $300.00
AIT MoonshotScore
What does this score mean?
The MoonshotScore rates AIT's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Latest News
AIT: Raising target price to $366.00
Engineered Components and Systems Stocks Q1 In Review: Applied Industrial (NYSE:AIT) Vs Peers
Daily – Vickers Top Buyers & Sellers for 06/23/2026
Applied Industrial Technologies Declares Quarterly Dividend
Latest Applied Industrial Technologies, Inc. Analysis
Leadership: Neil A. Schrimsher
CEO
Neil A. Schrimsher serves as the Chief Executive Officer of Applied Industrial Technologies, Inc. He has extensive experience in the industrial distribution sector, having held various leadership positions throughout his career. He is responsible for overseeing the company's strategic direction and operational performance. Schrimsher's background includes a strong focus on sales, marketing, and business development. He has a proven track record of driving growth and improving profitability. His leadership is focused on delivering value to customers and shareholders.
Track Record: Under Neil A. Schrimsher's leadership, Applied Industrial Technologies has focused on expanding its automation solutions and enhancing its e-commerce platform. He has overseen strategic acquisitions to strengthen the company's market position. Schrimsher has also emphasized value-added services to differentiate AIT from its competitors. His tenure has been marked by a commitment to operational excellence and customer satisfaction.
AIT Industrials Stock FAQ
What does Applied Industrial Technologies, Inc. do?
Applied Industrial Technologies, Inc. is a distributor of industrial motion, power, control, and automation technology solutions. The company operates through two segments, Service Center Based Distribution and Fluid Power & Flow Control. AIT provides a wide range of products, including bearings, power transmission components, industrial rubber products, and automation solutions. The company serves various industries, including agriculture, chemicals, fabricated metals, and oil and gas. AIT also offers value-added services such as equipment repair and technical support, enhancing its customer value proposition.
What do analysts say about AIT stock?
Analyst consensus on Applied Industrial Technologies, Inc. is generally positive, citing the company's strong market position and diverse product portfolio. Key valuation metrics include a P/E ratio of 28.2 and a dividend yield of 0.61%. Growth considerations include expanding its automation solutions and leveraging its distribution network. Analysts also note potential risks, such as economic cyclicality and competition from other industrial distributors. However, no specific buy or sell recommendations are included, as this is a neutral summary of analyst opinions.
What are the main risks for AIT?
The main risks for Applied Industrial Technologies, Inc. include economic downturns impacting industrial production and demand. Increased competition from other distributors and online retailers could also affect profitability. Disruptions in the supply chain could lead to product shortages and higher costs. Changes in government regulations could impact industrial operations. Fluctuations in commodity prices could affect input costs and margins. These risks could negatively impact AIT's financial performance and market valuation.
What are the key factors to evaluate for AIT?
Applied Industrial Technologies, Inc. (AIT) holds an AI score of 91/100 (high). P/E: 28.2x vs the S&P 500's ~20-25x. Analysts target $300.00 (-9%). Not financial advice.
How frequently does AIT data refresh on this page?
AIT prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven AIT's recent stock price performance?
Applied Industrial Technologies, Inc. (AIT) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Extensive distribution network. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider AIT overvalued or undervalued right now?
Applied Industrial Technologies, Inc. (AIT) trades at 28.2x earnings. Analysts target $300.00 (-9%) — near fair value. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying AIT?
Before investing in Applied Industrial Technologies, Inc. (AIT), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on available sources and may be subject to change.
- Financial data is as of the latest available reporting period.