AIT Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $343.45
Market Cap (MRQ) $12.64B
P/E (TTM) 31.4
EPS (TTM) $10.95
Revenue (TTM) $4.97B
Div Yield 0.57%
ROE (TTM) 22.4%
Debt/Equity 0.1
52W Range $238–$375

AIT Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

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Stock splits 6
Ex-date Split Type
June 16, 2006 3-for-2 Forward
Dec. 20, 2004 3-for-2 Forward
Sept. 16, 1997 3-for-2 Forward
Dec. 5, 1995 3-for-2 Forward
June 5, 1989 3-for-2 Forward
June 6, 1988 3-for-2 Forward

About Applied Industrial Technologies, Inc. Common Stock Company overview from Wikipedia

05 · wikidata

Applied Industrial Technologies, Inc. (AIT) is a public, global company based in the U.S. and focused on the distribution of bearings, power transmission products, engineered fluid power components and systems, specialty flow control products, and other industrial supplies. AIT provides engineering, design and system integration for industrial and fluid power applications, as well as customized mechanical, fabricated rubber, fluid power, and flow control shop services.

## Company history

Joseph M. Bruening founded Applied Industrial Technologies, then called The Ohio Ball Bearing Company, in 1923. Over the next few decades, new branches opened and sales rose steadily.

The company's name was changed from The Ohio Ball Bearing Company to Bearings, Inc. in 1953 and was first publicly traded on the American Stock Exchange that same year. In 1997, the Company changed its name to Applied Industrial Technologies to more accurately reflect its diversified product lines, and is currently traded on the New York Stock Exchange with the symbol AIT.

From the 1950s through the early 1990s, the Company targeted U.S. expansion with small and mid-size acquisitions. In the mid-1990s, the Company increased the overall pace of acquisitions, expanding its fluid power operations in particular. Since 2000, Applied has also grown internationally with locations in Canada, Mexico, Australia, New Zealand and Singapore.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

sectorIndustrials industryTrading Companies & Distributors employees6,900 countryUS

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$4.97B
2023-06-30 → 2026-06-30
EPS$10.95
2023-06-30 → 2026-06-30
Free Cash Flow$461M
2023-06-30 → 2026-06-30
Net margin8.3%
2023-06-30 → 2026-06-30
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend AIT 5Y avg Peer Median Verdict
P/E (TTM) 31.4 · 27.2 Overvalued
P/S (TTM) 2.5 · 2.6 Fair value
P/B (MRQ) 6.8 · 5.7 Pricier
EV / EBITDA 23.2 · 20.3 Overvalued
Price / FCF (TTM) 27.4 · · ·
Price / Cash Flow (TTM) 26.1 · 24.7 Fair value
EV / Revenue 2.6 · · ·
EV / FCF 27.7 · · ·
Price / Tangible Book (MRQ) 8.2 · · ·
PEG Ratio ≈1.3 · · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Dividend Yield0.57%
Payout Ratio17.5%
Annualized Payout≈$2.04Paid quarterly
5Y Div CAGR≈7.5%Per share, split-adjusted
Growth Streak≈16Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Aug 14, 2026$0.51USD≈0.55%
May 15, 2026$0.51USD≈0.63%
Feb 13, 2026$0.51USD≈0.68%
Nov 14, 2025$0.46USD≈0.74%
Aug 15, 2025$0.46USD≈0.69%
May 15, 2025$0.46USD≈0.72%
Feb 14, 2025$0.46USD≈0.59%
Nov 15, 2024$0.37USD≈0.55%
Aug 15, 2024$0.37USD≈0.73%
May 14, 2024$0.37USD≈0.74%
Feb 14, 2024$0.37USD≈0.76%
Nov 14, 2023$0.35USD≈0.84%
Aug 14, 2023$0.35USD≈0.90%
May 12, 2023$0.35USD≈1.1%
Feb 14, 2023$0.35USD≈0.96%
Nov 14, 2022$0.34USD≈1.1%
Aug 12, 2022$0.34USD≈1.2%
May 13, 2022$0.34USD≈1.3%
Feb 14, 2022$0.34USD≈1.4%
Nov 12, 2021$0.33USD≈1.3%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise 4.3%
Next Report Oct 26, 2026
PeriodReportEPS ActualEPS EstSurprise
Dec. 31, 2026 Aug 13, 2026 $3.17 $2.95 7.6%
June 30, 2026 Aug 13, 2026 $3.17 $2.95 7.6%
March 31, 2026 $2.65 $2.67 -0.93%
Dec. 31, 2025 $2.51 $2.51 0.06%
Sept. 30, 2025 $2.63 $2.51 4.9%
June 30, 2025 $2.80 $2.65 5.6%
March 31, 2025 $2.57 $2.43 5.6%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 16
Metric Trend 202620252024202320222021202020192018201720162015
Revenue $4.97B$4.56B$4.48B$4.41B$3.81B$3.24B$3.25B$3.47B$3.07B$2.59B$2.52B$2.75B
Cost of Revenue $3.46B$3.18B$3.14B$3.13B$2.70B$2.30B$2.31B$2.47B$2.19B$1.86B$1.81B$1.98B
Gross Profit $1.51B$1.38B$1.34B$1.29B$1.11B$936M$938M$1.01B$884M$738M$707M$770M
SG&A Expense $957M$885M$841M$814M$749M$681M$718M$742M$658M$562M$553M$585M
Operating Income $549M$499M$496M$473M$358M$205M$89M$234M$226M$175M$90M$185M
Interest Expense ·$18M$21M$25M$27M$31M$37M$41M$24M$9M$9M$8M
Interest Income $9M$18M$18M·········
Other Non-op $3M$3M$5M$-2M$-2M$2M$3M$881.0K$2M$121.0K$-2M$-879.0K
Pretax Income $544M$501M$498M$450M$330M$177M$55M$194M$205M$167M$79M$176M
Income Tax $130M$108M$112M$103M$72M$32M$31M$50M$63M$33M$49M$60M
Net Income $415M$393M$386M$347M$257M$145M$24M$144M$142M$134M$30M$115M
EPS (Basic) $11.09$10.26$9.98$8.98$6.69$3.73$0.62$3.72$3.65$3.43$0.75$2.82
EPS (Diluted) $10.95$10.12$9.83$8.84$6.58$3.68$0.62$3.68$3.61$3.40$0.75$2.80
Shares (Basic) 37,377,00038,289,00038,672,00038,592,00038,471,00038,758,00038,658,00038,670,00038,752,00039,013,00039,254,00040,892,000
Shares (Diluted) 37,857,00038,816,00039,257,00039,220,00039,105,00039,296,00038,999,00039,160,00039,281,00039,404,00039,466,00041,187,000
EBITDA $549M$499M$496M$473M$358M$205M$89M$234M$226M$175M$89M$185M
Balance Sheet 27
Metric Trend 202620252024202320222021202020192018201720162015
Cash & Equivalents $127M$388M$461M$344M$184M$258M$269M$108M$54M$105M$60M$69M
Receivables $831M$770M$725M$708M$656M$516M$450M$541M$549M$391M$348M$376M
Inventory $509M$505M$488M$501M$450M$363M$389M$448M$422M$345M$338M$362M
Other Current Assets $111M$84M$96M$93M$69M$60M$52M$51M$33M$41M$36M$38M
Current Assets $1.58B$1.75B$1.77B$1.65B$1.36B$1.20B$1.16B$1.15B$1.06B$883M$782M$846M
PP&E (Net) $132M$128M$119M$115M$112M$116M$122M$124M$121M$108M$108M$104M
PP&E (Gross) $397M$384M$363M$344M$327M$320M$314M$305M$297M$274M$269M$269M
Accum. Depreciation $265M$256M$245M$229M$215M$204M$192M$181M$175M$166M$161M$164M
Goodwill $705M$699M$619M$578M$563M$560M$541M$662M$647M$206M$203M$254M
Intangibles $313M$349M$246M$236M$251M$280M$343M$369M$436M$164M$191M$199M
Other Non-current Assets $69M$63M$65M$67M$59M$33M$27M$28M$24M$27M$17M$18M
Total Assets $3.01B$3.18B$2.95B$2.74B$2.45B$2.27B$2.28B$2.33B$2.29B$1.39B$1.31B$1.43B
Accounts Payable $341M$280M$267M$302M$259M$208M$186M$237M$257M$181M$149M$180M
Current Liabilities $612M$526M$501M$540M$500M$428M$426M$424M$433M$310M$274M$310M
Capital Leases $168M$159M··········
Deferred Tax ·······$58M$58M$8M$12M$18M
Other Non-current Liabilities $274M$233M$190M$148M$154M$127M$159M$102M$94M$29M$34M$44M
Total Liabilities $1.15B$1.33B$1.26B$1.28B$1.30B$1.34B$1.44B$1.43B$1.47B$642M$654M$691M
Long-term Debt ·$572M$597M$622M$689M$828M$934M$958M$964M$292M$328M$321M
Total Debt $262M$572M$597M$622M$689M$828M$934M$958M$964M$292M$328M$321M
Common Stock $10M$10M$10M$10M$10M$10M$10M$10M$10M$10M$10M$10M
Retained Earnings $2.79B$2.45B$2.12B$1.79B$1.50B$1.29B$1.20B$1.23B$1.13B$1.03B$945M$970M
Treasury Stock $1.05B$721M$559M$478M$472M$456M$414M$415M$404M$381M$374M$338M
AOCI $-95M$-92M$-78M$-55M$-72M$-93M$-129M$-100M$-90M$-82M$-86M$-60M
Stockholders' Equity $1.86B$1.84B$1.69B$1.46B$1.15B$933M$844M$897M$815M$745M$658M$741M
Liabilities + Equity $3.01B$3.18B$2.95B$2.74B$2.45B$2.27B$2.28B$2.33B$2.29B$1.39B$1.31B$1.43B
Shares Outstanding 36,803,00037,868,00038,409,00038,657,00038,499,00038,516,00038,710,00038,597,00038,703,00039,041,00039,057,00039,905,000
Cash Flow 14
Metric Trend 202620252024202320222021202020192018201720162015
Stock-based Comp ······$4M$4M$5M$4M$3M·
Deferred Tax $26M$-6M$-1M$-6M$15M$-31M$-13M$2M$2M$-3M$-7M$-5M
Amort. of Intangibles $40M$36M$29M$31M$32M$34M$42M$42M$32M$24M$26M$26M
Operating Cash Flow $484M$492M$371M$344M$188M$242M$297M$181M$147M$165M$162M$157M
CapEx $24M$27M$25M$26M$18M$16M$20M$19M$23M$17M$13M$15M
Investing Cash Flow $-34M$-319M$-95M$-61M$-36M$-45M$-55M$-55M$-798M$-17M$-75M$-174M
Stock Repurchased $317M$153M$73M$716.0K$14M$40M$0$11M$23M$8M$37M$77M
Net Stock Activity $-317M$-153M$-73M$-716.0K$-14M$-40M$0$-11M$-23M$-8M$-37M$-77M
Dividends Paid $73M$64M$56M$53M$52M$51M$49M$47M$46M$45M$43M$43M
Financing Cash Flow $-712M$-246M$-156M$-127M$-223M$-213M$-78M$-72M$600M$-103M$-93M$22M
Net Change in Cash $-261M$-72M$117M$160M$-73M$-11M$160M$54M$-51M$45M$-10M$-2M
Taxes Paid $109M$108M$116M$108M$53M$64M$41M$54M····
Free Cash Flow $461M$465M$347M$317M$169M$226M$277M$162M$124M$148M$148M$140M
Levered FCF ·$451M$331M$298M$149M$201M$260M$131M$107M$140M$144M$134M
Profitability 8
Metric Trend 202620252024202320222021202020192018201720162015
Gross Margin 30.3%30.3%29.8%29.2%29.0%28.9%28.9%29.0%28.8%28.4%3292.6%3196.0%
Operating Margin 11.1%10.9%11.1%10.7%9.4%6.3%2.7%6.7%7.3%6.7%413.3%766.5%
Net Margin 8.3%8.6%8.6%7.9%6.8%4.5%0.74%4.2%4.6%5.2%137.7%479.5%
Pretax Margin 11.0%11.0%11.1%10.2%8.6%5.5%1.7%5.6%6.7%6.4%367.6%730.1%
EBITDA Margin 11.1%10.9%11.1%10.7%9.4%6.3%2.7%6.7%7.3%6.7%413.3%766.5%
ROA 13.4%12.6%13.3%13.0%10.7%6.3%1.1%6.2%6.2%9.8%2.2%8.0%
ROE 22.4%22.2%24.5%26.6%24.7%16.3%2.8%16.8%18.1%19.1%4.2%15.0%
ROIC 19.7%16.2%16.8%17.5%15.2%9.5%2.2%9.3%8.8%13.5%3.4%11.4%
Liquidity & Solvency 5
Metric Trend 202620252024202320222021202020192018201720162015
Current Ratio 2.63.33.53.02.72.82.72.72.42.82.82.8
Quick Ratio 1.62.22.41.91.71.81.71.51.41.61.51.4
Debt / Equity 0.10.30.40.40.60.91.11.11.20.40.50.4
LT Debt / Equity 0.10.30.30.40.60.81.01.01.20.40.50.4
Interest Coverage ·27.424.119.113.46.72.45.79.419.89.922.7
Efficiency 3
Metric Trend 202620252024202320222021202020192018201720162015
Asset Turnover 1.61.51.51.61.61.41.41.51.31.90.00.0
Inventory Turnover 6.86.46.46.66.76.15.55.75.75.45.25.7
Receivables Turnover 6.26.16.36.56.56.76.66.46.57.00.10.1
Per Share 7
Metric Trend 202620252024202320222021202020192018201720162015
Book Value / Share $50.59$48.71$43.97$37.73$29.85$24.21$21.79$23.24$21.06$19.09$16.84$18.58
Revenue / Share $131.20$117.57$114.10$112.51$97.45$82.35$83.22$88.68$78.24$65.82$0.54$0.58
Cash Flow / Share $12.79$12.69$9.46$8.77$4.80$6.15$7.61$4.61$3.75$4.18$4.08$3.75
Cash / Share $3.45$10.26$11.99$8.90$4.79$6.69$6.94$2.80$1.40$2.69$1.53$1.74
Dividend / Share ···········$1.04
Dividend Paid / Share $1.99$1.66$1.44$1.38$1.34$1.30$1.26$1.22$1.18$1.14$1.10$1.04
EPS (TTM) $10.95$10.12$9.83$8.84$6.58$3.68$0.62$3.68$3.61$3.40$0.75$2.80
Growth Rates 10
Metric Trend 202620252024202320222021202020192018201720162015
Revenue YoY 8.8%1.9%1.5%15.8%17.8%-0.30%······
Revenue CAGR 3Y 4.0%6.2%11.5%10.8%········
Revenue CAGR 5Y 8.9%7.0%··········
EPS YoY 8.2%2.9%11.2%34.4%78.8%493.6%······
EPS CAGR 3Y 7.4%15.4%38.8%142.5%········
EPS CAGR 5Y 24.4%74.8%··········
Net Income YoY 5.5%1.9%11.2%34.7%77.8%502.1%······
Net Income CAGR 3Y 6.1%15.2%38.6%143.4%········
Net Income CAGR 5Y 23.4%74.9%··········
Dividends Paid CAGR 5Y 7.5%5.4%··········
Valuation (TTM) 17
Metric Trend 202620252024202320222021202020192018201720162015
Revenue TTM $4.97B$4.56B$4.48B$4.41B$3.81B$3.24B$3.25B$3.47B$3.07B$2.59B$2.52B$2.75B
Net Income TTM $415M$393M$386M$347M$257M$145M$24M$144M$142M$134M$30M$115M
Market Cap $12.44B$8.80B$7.45B$5.60B$3.70B$3.51B$2.42B$2.37B$2.72B$2.31B$1.76B$1.58B
Enterprise Value $12.58B$8.99B$7.59B$5.88B$4.21B$4.08B$3.08B$3.22B$3.62B$2.49B$2.03B$1.83B
P/E 30.923.019.716.414.624.7100.616.719.417.460.214.2
P/S 2.51.91.71.31.01.10.70.70.90.90.70.6
P/B 6.74.84.43.83.23.82.92.63.33.12.72.1
P / Tangible Book 14.711.19.08.711.037.8······
P / Cash Flow 25.717.920.116.319.714.58.113.118.414.011.010.2
P / FCF 27.018.921.517.621.915.58.714.721.915.611.911.3
EV / EBITDA 22.918.015.312.411.819.834.613.816.114.322.99.9
EV / FCF 27.319.321.918.524.818.111.119.929.216.913.713.1
EV / Revenue 2.52.01.71.31.11.30.90.91.21.00.80.7
Dividend Yield 0.58%0.72%0.75%0.95%1.4%1.4%2.0%2.0%1.7%1.9%2.5%2.7%
Earnings Yield 3.2%4.3%5.1%6.1%6.8%4.0%0.99%6.0%5.1%5.8%1.7%7.1%
Payout Ratio 17.5%16.2%14.5%15.4%20.1%35.0%203.3%32.8%32.4%33.3%146.5%36.9%
Annual Payout $73M$64M$56M$53M$52M$51M$49M$47M$46M$45M$43M$43M

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2026-06-302025-06-302025-03-312024-12-312024-09-30
Revenue $4.97B $4.56B · · ·
Gross Margin % 30.3% 30.3% · · ·
Operating Margin % 11.1% 10.9% · · ·
Net Income $415M $393M · · ·
Diluted EPS $10.95 $10.12 · · ·

Institutional owners (13F) 656 filers · $12.4B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 656
Value held $12.4B
New positions 92
Exited positions 47
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
92 (-5 vs prior Q) 47 (-5 vs prior Q) 228 (+8 vs prior Q) 201 (+19 vs prior Q) +503K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
BlackRock, Inc. $1,336,805,105 3,953,290 10.75% Shares
VANGUARD GROUP INC $1,047,189,970 4,078,319 8.42% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $713,978,702 2,111,426 5.74% Shares
VANGUARD CAPITAL MANAGEMENT LLC $563,663,250 1,666,903 4.53% Shares
AQR CAPITAL MANAGEMENT LLC $451,636,633 1,343,397 3.63% Shares
STATE STREET CORP $414,460,794 1,225,877 3.33% Shares
FIRST TRUST ADVISORS LP $340,592,245 1,007,223 2.74% Shares
GEODE CAPITAL MANAGEMENT, LLC $317,689,403 939,318 2.56% Shares
FULLER & THALER ASSET MANAGEMENT, INC. $302,207,683 893,709 2.43% Shares
DIMENSIONAL FUND ADVISORS LP $243,793,322 720,985 1.96% Shares
WELLINGTON MANAGEMENT GROUP LLP $213,562,692 631,562 1.72% Shares
NORGES BANK $196,041,110 579,746 1.58% Shares
FMR LLC $194,234,281 574,402 1.56% Shares
TWO SIGMA INVESTMENTS, LP $175,522,168 519,066 1.41% Shares
Alyeska Investment Group, L.P. $170,113,121 503,070 1.37% Shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $168,267,455 491,374 1.35% Shares
Capital Research Global Investors $156,277,713 462,155 1.26% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $155,208,821 458,994 1.25% Shares
Invesco Ltd. $149,769,678 442,909 1.20% Shares
Boston Trust Walden Corp $144,506,876 427,345 1.16% Shares
JPMORGAN CHASE & CO $144,428,299 430,495 1.16% Shares
Capital World Investors $137,331,507 406,126 1.10% Shares
GOLDMAN SACHS GROUP INC $122,938,553 363,562 0.99% Shares
MORGAN STANLEY $121,831,848 360,287 0.98% Shares
Capital International Investors $108,175,199 319,903 0.87% Shares
NORTHERN TRUST CORP $104,495,790 309,022 0.84% Shares
WESTFIELD CAPITAL MANAGEMENT CO LP $96,606,412 285,691 0.78% Shares
FEDERATED HERMES, INC. $95,244,343 281,663 0.77% Shares
UBS Group AG $94,103,764 278,290 0.76% Shares
Bank of New York Mellon Corp $93,672,059 277,013 0.75% Shares
FRANKLIN RESOURCES INC $92,253,230 272,817 0.74% Shares
VANGUARD FIDUCIARY TRUST CO $79,089,565 233,889 0.64% Shares
Zurich Insurance Group Ltd/FI $78,994,883 233,609 0.64% Shares
Artisan Partners Limited Partnership $75,415,904 223,025 0.61% Shares
BANK OF AMERICA CORP /DE/ $70,948,387 209,813 0.57% Shares
BROWN ADVISORY INC $70,812,705 209,412 0.57% Shares
Allspring Global Investments Holdings, LLC $70,346,167 211,835 0.57% Shares
AMERICAN CENTURY COMPANIES INC $68,870,760 203,665 0.55% Shares
NEW YORK STATE COMMON RETIREMENT FUND $66,657,142 197,123 0.54% Shares
Amundi $66,022,096 195,245 0.53% Shares
MILLENNIUM MANAGEMENT LLC $65,895,967 194,872 0.53% Shares
ALLIANCEBERNSTEIN L.P. $65,118,284 245,433 0.52% Shares
Qube Research & Technologies Ltd $63,524,183 187,858 0.51% Shares
AMERIPRISE FINANCIAL INC $56,075,990 165,832 0.45% Shares
Durable Capital Partners LP $54,803,971 162,070 0.44% Shares
Nuveen, LLC $53,377,992 157,853 0.43% Shares
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $52,716,000 155,895 0.42% Shares
BNP PARIBAS FINANCIAL MARKETS $51,698,739 152,887 0.42% Shares
Robeco Schweiz AG $50,899,014 150,522 0.41% Shares
NORDEA INVESTMENT MANAGEMENT AB $50,076,560 148,046 0.40% Shares

Show all 656 institutional owners →

Company insiders 44 insiders · 21 officers · 21 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Neil A Schrimsher President and CEO Aug. 11, 2026 A 136,893 0 5 $-5,490,274
David L Pugh Chairman & CEO Aug. 9, 2011 A 553,119 0 0 $0
David K. Wells Vice President-CFO & Treasurer Aug. 18, 2026 S 32,050 0 1 $-643,441
Mark O Eisele Vice President-CFO & Treasurer Aug. 28, 2017 S 106,090 0 0 $0
John R Whitten Vice President-CFO & Treasurer Dec. 2, 2003 A 21,149 0 0 $0
Bill L Purser President Dec. 31, 2007 A 44,475 0 0 $0
Jason W Vasquez VP-Sales & Marketing-USSC Aug. 18, 2026 M 20,259 0 1 $-1,568,028
Jon S Ploetz VP-General Counsel & Secretary Aug. 11, 2026 A 3,953 0 0 $0
Warren E Hoffner III VP, General Mgr-Fluid Power Aug. 11, 2026 A 41,775 0 4 $-4,773,320
Kurt W. Loring VP-Chief HR Officer Aug. 11, 2026 A 19,992 0 0 $0
Richard M Wagner Chief Accounting Officer Aug. 11, 2026 A 1,203 0 0 $0
Fred D Bauer VP-General Counsel & Secretary Nov. 22, 2022 M 90,587 0 0 $0
Christopher Macey Corporate Controller Aug. 13, 2022 F 7,546 0 0 $0
Todd A Barlett VP-Acq & Global Bus Dev June 29, 2018 A 8,968 0 0 $0
Thomas E Armold VP-Sales Aug. 25, 2016 M 34,667 0 0 $0
Carl E. Will Chief Commercial Officer Aug. 12, 2014 A 5,385 0 0 $0
Daniel T Brezovec Corporate Controller Feb. 19, 2014 M 20,368 0 0 $0
Michael L Coticchia VP-Chief Human Resources Offic May 20, 2013 S 0 0 0 $0
Jeffrey A Ramras VP-Supply Chain Mgmt June 29, 2012 A 21,302 0 0 $0
Richard C Shaw VP-Communications & Learning Jan. 3, 2012 A 13,684 0 0 $0
James T Hopper VP-Chief Information Officer Aug. 8, 2008 A 16,266 0 0 $0
Peter C Wallace Director Sept. 30, 2026 A 2,678 0 2 $-2,073,367
Pamela J Tomczik Director Aug. 11, 2026 A 234 0 0 $0
Madhuri A Andrews Director June 18, 2026 S 4,951 0 1 $-1,268,427
Shelly Marie Chadwick Director Jan. 20, 2026 A 3,656 0 0 $0
Mary Dean Hall Director Jan. 20, 2026 A 4,596 0 0 $0
Richard J Simoncic Director Jan. 20, 2026 A 1,490 0 0 $0
Dan Komnenovich Director Jan. 23, 2024 A 25,985 0 0 $0
Peter A Dorsman Director Feb. 8, 2022 S 1,268 0 0 $0
Jerry Sue Thornton Director Sept. 30, 2019 A 1,299 0 0 $0
Green Edith Kelly Director Jan. 22, 2019 A 21,523 0 0 $0
Thomas L Hiltz Director Aug. 20, 2018 S 1,544 0 0 $0
John F Meier Director Dec. 30, 2016 A 8,313 0 0 $0
Joseph Michael Moore Director Sept. 30, 2015 A 28,088 0 0 $0
Thomas A Commes Director Sept. 30, 2014 A 12,020 0 0 $0
William G Bares Director Sept. 18, 2013 G 77,050 0 0 $0
Stephen E Yates Director Sept. 30, 2010 A 31,158 0 0 $0
Russell R Gifford Director Sept. 30, 2005 A 19,664 0 0 $0
Roger D Blackwell Director March 31, 2005 A 30,819 0 0 $0
BUTLER WILLIAM E Director Jan. 18, 2005 A · 0 0 $0
Joe Anthony Raver · Jan. 20, 2026 A 13,671 0 0 $0
Robert J Pagano Jr · Jan. 20, 2026 A 12,156 0 0 $0
Vincent K Petrella · Jan. 20, 2026 A 21,694 0 0 $0
Benjamin J Mondics · Aug. 13, 2013 F 101,689 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 79 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
PRN · Invesco Exchange-Traded Fund Trust 3.31% 35,207 SH Oct. 2, 2026 Daily
RSMC · Tidal Trust III 2.51% 55,471 NS July 31, 2026 N-PORT
SAWS · ETF Series Solutions 1.57% 355 NS July 31, 2026 N-PORT
SRHQ · Elevation Series Trust 1.43% 8,806 NS July 31, 2026 N-PORT
PDP · Invesco Exchange-Traded Fund Trust 1.14% 49,962 SH Oct. 2, 2026 Daily
SDVD · First Trust Exchange-Traded Fund IV 1.00% 26,366 NS July 31, 2026 N-PORT
CZA · Invesco Exchange-Traded Fund Trust 0.65% 3,869 SH Oct. 2, 2026 Daily
VLLU · Harbor ETF Trust 0.57% 76 NS July 31, 2026 N-PORT
IQSM · New York Life Investments ETF Trust 0.49% 4,712 NS July 31, 2026 N-PORT
QVMM · Invesco Exchange-Traded Fund Trust … 0.40% 4,908 SH Oct. 2, 2026 Daily
QIDX · Spinnaker ETF Series 0.39% 445 NS July 31, 2026 N-PORT
ISCG · iShares Trust 0.39% 11,699 SH Sept. 11, 2026 Daily
IVOG · VANGUARD ADMIRAL FUNDS 0.36% 20,058 SH Aug. 19, 2026 Daily
PTMC · Pacer Funds Trust 0.36% 4,068 NS July 31, 2026 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0.34% 59,725 SH Aug. 19, 2026 Daily
BKMC · BNY Mellon ETF Trust 0.33% 6,220 NS July 31, 2026 N-PORT
VFQY · VANGUARD WELLINGTON FUND 0.32% 4,429 SH Aug. 19, 2026 Daily
IVOV · VANGUARD ADMIRAL FUNDS 0.32% 14,285 SH Aug. 19, 2026 Daily
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0.28% 16,181 NS July 31, 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0.27% 543 NS July 31, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.24% 107,205 NS July 31, 2026 N-PORT
FXR · First Trust Exchange-Traded AlphaDE… 0.23% 4,914 NS July 31, 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0.23% 16,578 NS July 31, 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0.21% 8,001 SH Oct. 2, 2026 Daily
FIDU · FIDELITY COVINGTON TRUST 0.18% 12,222 NS July 31, 2026 N-PORT
VBK · VANGUARD INDEX FUNDS 0.17% 245,148 SH Aug. 19, 2026 Daily
VIS · VANGUARD WORLD FUND 0.17% 45,326 SH Aug. 19, 2026 Daily
SMMD · iShares Trust 0.16% 19,572 SH Sept. 11, 2026 Daily
ESML · iShares Trust 0.16% 13,854 SH Sept. 11, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.15% 847,623 SH Aug. 19, 2026 Daily
IYJ · iShares Trust 0.15% 8,732 SH Sept. 11, 2026 Daily
FNK · First Trust Exchange-Traded AlphaDE… 0.15% 958 NS July 31, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.14% 424,337 SH Aug. 19, 2026 Daily
REVS · Columbia ETF Trust I 0.14% 1,328 NS July 31, 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0.13% 268,895 SH Aug. 19, 2026 Daily
IWS · iShares Trust 0.12% 55,023 SH Sept. 11, 2026 Daily
WSML · iShares Trust 0.11% 2,341 SH Sept. 11, 2026 Daily
RECS · Columbia ETF Trust I 0.09% 15,826 NS July 31, 2026 N-PORT
FBUF · Fidelity Greenwood Street Trust 0.09% 63 NS July 31, 2026 N-PORT
IWR · iShares Trust 0.09% 150,777 SH Sept. 11, 2026 Daily
VFMF · VANGUARD WELLINGTON FUND 0.08% 1,596 SH Aug. 19, 2026 Daily
FNX · First Trust Exchange-Traded AlphaDE… 0.08% 3,047 NS July 31, 2026 N-PORT
DFUV · Dimensional ETF Trust 0.07% 31,110 NS July 31, 2026 N-PORT
FYEE · Fidelity Greenwood Street Trust 0.07% 429 NS July 31, 2026 N-PORT
DFSU · Dimensional ETF Trust 0.06% 3,694 NS July 31, 2026 N-PORT
DXUV · Dimensional ETF Trust 0.05% 865 NS July 31, 2026 N-PORT
VIG · VANGUARD SPECIALIZED FUNDS 0.05% 208,814 SH Aug. 19, 2026 Daily
EQAL · Invesco Exchange-Traded Fund Trust … 0.05% 1,103 SH Oct. 2, 2026 Daily
PFM · Invesco Exchange-Traded Fund Trust 0.05% 1,052 SH Oct. 2, 2026 Daily
OMFL · Invesco Exchange-Traded Self-Indexe… 0.04% 6,098 SH Oct. 2, 2026 Daily
FAB · First Trust Exchange-Traded AlphaDE… 0.04% 213 NS July 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.04% 60,494 NS July 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.04% 3,593 NS July 31, 2026 N-PORT
DSI · iShares Trust 0.03% 5,718 SH Sept. 11, 2026 Daily
IWD · iShares Trust 0.03% 81,567 SH Sept. 11, 2026 Daily
VONV · VANGUARD SCOTTSDALE FUNDS 0.03% 22,202 SH Aug. 19, 2026 Daily
TILT · FlexShares Trust 0.03% 1,896 NS July 31, 2026 N-PORT
DFAU · Dimensional ETF Trust 0.02% 7,788 NS July 31, 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0.02% 1,172,640 SH Aug. 19, 2026 Daily
VONE · VANGUARD SCOTTSDALE FUNDS 0.02% 6,057 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.02% 3,083 SH Aug. 19, 2026 Daily
ESGV · VANGUARD WORLD FUND 0.02% 8,314 SH Aug. 19, 2026 Daily
DFUS · Dimensional ETF Trust 0.02% 11,292 NS July 31, 2026 N-PORT
IUSG · iShares Trust 0.02% 17,667 SH Sept. 11, 2026 Daily
IUSV · iShares Trust 0.02% 14,483 SH Sept. 11, 2026 Daily
IYY · iShares Trust 0.02% 1,586 SH Sept. 11, 2026 Daily
IWB · iShares Trust 0.02% 25,362 SH Sept. 11, 2026 Daily
PRF · Invesco Exchange-Traded Fund Trust 0.02% 4,743 SH Oct. 2, 2026 Daily
DGRO · iShares Trust 0.02% 22,099 SH Sept. 11, 2026 Daily
IWV · iShares Trust 0.02% 10,227 SH Sept. 11, 2026 Daily
ITOT · iShares Trust 0.02% 47,251 SH Sept. 11, 2026 Daily
FHEQ · Fidelity Greenwood Street Trust 0.01% 388 NS July 31, 2026 N-PORT
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.01% 31,304 SH Aug. 19, 2026 Daily
IJH · iShares Trust · 1,296,893 SH Sept. 11, 2026 Daily
IJK · iShares Trust · 117,891 SH Sept. 11, 2026 Daily
IJJ · iShares Trust · 84,806 SH Aug. 25, 2026 Daily
XJH · iShares Trust · 5,049 SH Sept. 8, 2026 Daily
ISCB · iShares Trust · 1,659 SH Sept. 11, 2026 Daily
SMLF · iShares Trust · 16,715 SH Sept. 11, 2026 Daily

AIT Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 13 analysts BUY
Median target $400.00 +16.5%
4 30.8% Strong Buy
6 46.2% Buy
3 23.1% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

6 analysts · 2026-10-03

Mean target $400.00 +16.5%

← Below all targets Current price $343.45
Low$390.00 Mean$400.00 High$420.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
AIT $12.44B 30.9 8.8% 8.3% 22.4% 30.3%
GWW $47.85B 28.5 4.5% 9.5% 48.1% 39.1%
FAST $46.07B 36.8 8.7% 15.3% 33.0% 45.0%
FERG · 24.0 3.8% 6.0% 32.3% 30.7%
SUNB $31.40B 24.3 3.4% 11.9% 17.7% 38.5%
WCC $11.90B 18.7 7.8% 2.7% 12.8% ·
WSO $13.14B 27.5 -5.0% 6.9% 18.3% 28.1%
QXO $13.01B -30.6 11925.0% -4.1% -2.9% 23.0%
CNM · 23.1 2.8% 5.8% 23.9% 26.9%
MSM · 25.3 -1.4% 5.3% 14.3% 40.8%
URI $51.06B 21.0 4.9% 15.5% 28.4% 38.2%

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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Source: SEC 10-K filed Aug 13, 2026