Applied Industrial Technologies/$AIT

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About Applied Industrial Technologies

Applied Industrial Technologies Inc value-added distributor and technical solutions provider of industrial motion, fluid power, flow control, automation technologies and related maintenance supplies. It focus on industrial bearings, power transmission products, fluid power components and systems, specialty flow control, and factory automation solutions, as well as general maintenance products. Its customers use its products and services for both Maintenance, Repair, and Operations, Original Equipment Manufacturing, and new system install applications across a variety of end markets mainly in North America, as well as Australia, New Zealand, and Singapore. It segments are Service Center and Engineered Solutions. Majority of revenue is from Service Center. Majority of sales is from USA.
Ticker
$AIT
Primary listing
NYSE
Employees
6,900

AIT Metrics

BasicAdvanced
$12B
28.84
$10.95
0.85
$1.99
0.65%

What the Analysts think about AIT

Analyst ratings (Buy, Hold, Sell) for Applied Industrial Technologies stock.
Analyst projections of the future price of Applied Industrial Technologies stock.

Bulls say / Bears say

Fiscal fourth-quarter performance was strong, with sales up 10.4% year over year and organic sales up 9.7%; growth was broad-based, with Engineered Solutions up 12.9% organically and Service Center up 7.9%. (Applied Industrial Technologies)
Profitability improved alongside growth: fiscal 2026 EBITDA rose 10.0% to $618.2 million, fourth-quarter EBITDA increased 16.1%, and management reported more than 60 basis points of fourth-quarter EBITDA-margin expansion. (Applied Industrial Technologies)
The balance sheet gives Applied flexibility to pursue further consolidation and shareholder returns: long-term debt fell to $262.3 million from $572.3 million, while the company also authorized a 3.0 million-share repurchase program and raised its intermediate targets to $7 billion of sales and 14% EBITDA margins. (Applied Industrial Technologies; Applied Industrial Technologies)
Fiscal 2027 guidance implies a meaningful deceleration from fiscal 2026: sales growth is projected at 4.0%–6.5% versus 8.8% reported growth in fiscal 2026, while management flags geopolitical, trade-policy, inflationary, and investment-related headwinds. (Applied Industrial Technologies)
Cash generation softened modestly in fiscal 2026: operating cash flow declined to $484.1 million from $492.4 million, while free cash flow declined to $460.5 million from $465.2 million despite higher net income. (Applied Industrial Technologies)
LIFO expense increased substantially, reaching $21.5 million for fiscal 2026 versus $7.7 million in the prior year, creating a drag on reported earnings and highlighting inventory-cost volatility. (Applied Industrial Technologies)
Data summarised monthly by Lightyear AI. Last updated on 9 Sept 2026.

AIT Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

AIT Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise

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