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AIT NYSE US

Applied Industrial Technologies, Inc. Common Stock

Industrials · Trading Companies & Distributors Website · IPO May 1905
$289.01
▲ +$2.60 (+0.91%)
Vol 257K
Mkt Cap
$10.8B
P/E
26.7
ROE
21.7%
Margin
8.5%
Beta
0.84
Div Yield
0.71%
52W
$203–$297

Wall Street Consensus

12 analysts · Apr 2026
4
Strong Buy
5
Buy
3
Hold
0
Sell
0
Strong Sell
75.0%
Buy Rating

Price Chart

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Earnings

Beat rate: 100.0%
Quarter EPS Est EPS Act Surprise
Dec 2025 $2.51 $2.51 +$0.00
Sep 2025 $2.51 $2.63 +$0.12
Jun 2025 $2.65 $2.80 +$0.15
Mar 2025 $2.43 $2.57 +$0.14

Quarterly Revenue & Earnings

Quarter 2024-0… 2024-1… 2025-0… 2025-0… 2025-0… 2025-1…
Revenue — $1.1B $1.2B $1.2B $1.2B $1.2B
Net Income — $93.3M $99.8M $107.8M $100.8M $95.3M

Key Ratios

ROA (TTM)
12.8%
P/S (TTM)
2.27
P/B
4.8
EPS (TTM)
$10.51
CF/Share
$10.61
Rev Growth 3Y
+6.2%
52W High
$296.70
52W Low
$202.62
$202.62 52-Week Range $296.70

Financial Health

Free Cash Flow
$93.4M
Net Debt
$166.3M
Cash
$406.0M
Total Debt
$572.3M
As of Dec 31, 2025

How does AIT compare to Trading Companies & Distributors peers?

Peer group: Peers · Trading Companies & Distributors (Peers) · 10 companies

AIT WCC FAST URI FERG GWW QXO WSO SUNB CNM

AIT valuation vs Trading Companies & Distributors peers

P/E ratio
26.7
▲ 7% above peers (24.9)
vs Peers
vs Industry
Fair value
P/S ratio
2.3
▼ 0% below peers (2.3)
vs Peers
vs Industry
Fair value
P/B ratio
4.8
▼ 10% below peers (5.4)
vs Peers
vs Industry
Undervalued
Div yield
0.7%
▼ 26% below peers (1.0%)
vs Peers
vs Industry
Low yield

AIT profitability vs Trading Companies & Distributors peers

ROE
21.7%
▼ 6% below peers (23.2%)
vs Peers
vs Industry
Weak
Net margin
8.5%
▲ 9% above peers (7.8%)
vs Peers
vs Industry
In line
Gross margin
30.4%
▲ 0% above peers (30.4%)
vs Peers
vs Industry
In line
ROA
12.8%
▲ 17% above peers (11.0%)
vs Peers
vs Industry
Below avg

AIT financial health vs Trading Companies & Distributors peers

D/E ratio
—
▼ 0% below peers (5.0)
vs Peers
vs Industry
Low debt
Current ratio
3.7
▲ 35% above peers (2.7)
vs Peers
vs Industry
Strong liquidity
Beta
0.8
▼ 22% below peers (1.1)
vs Peers
vs Industry
More volatile

AIT fundamentals radar

AIT Peer median Industry

AIT profitability vs leverage

Bubble size = market cap · X = net margin · Y = D/E ratio

AIT vs peers: key metrics

Insider Activity

Bearish
Buys
9
$1657
Sells
5
$10808492
WALLACE PETER C
Director · Mar 31
award
5 shs
WALLACE PETER C
Director · Feb 26
sale
5000 shs
HOFFNER WARREN E III
Officer · Feb 06
sale
4000 shs
VASQUEZ JASON W
Officer · Feb 05
sale
5447 shs
HOFFNER WARREN E III
Officer · Feb 05
sale
4000 shs
SCHRIMSHER NEIL A
Chief Executive Officer · Feb 04
sale
19207 shs
PETRELLA VINCENT K
Director · Jan 20
award
572 shs
PAGANO ROBERT J JR
Director · Jan 20
award
572 shs
SIMONCIC RICHARD J
Director · Jan 20
award
572 shs
CHADWICK SHELLY MARIE
Director · Jan 20
award
572 shs
Last 90 days

Top Holders

Top 5: 28.84%
Vanguard Group Inc
10.93%
$1.2B
Blackrock Inc.
10.06%
$1.1B
State Street Corporation
3.19%
$343.7M
Capital International Inves…
2.58%
$278.3M
Wellington Management Group…
2.08%
$224.4M
As of Dec 31, 2025

Dividends

$1.89
/ year
Feb 13, 2026 $0.5100
Nov 14, 2025 $0.4600
Aug 15, 2025 $0.4600
May 15, 2025 $0.4600
Feb 14, 2025 $0.4600
Nov 15, 2024 $0.3700
Aug 15, 2024 $0.3700
May 14, 2024 $0.3700

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