Applied Industrial Technologies, Inc.

Applied Industrial Technologies, Inc.

AITยทNYSE

$313.39

+1.6%
IndustrialsIndustrial - Distribution

Applied Industrial Technologies, Inc. distributes industrial motion, power, control, and automation technology solutions in North America, Australia, New Zealand, and Singapore. It operates through two segments, Service Center Based Distribution, and Fluid Power & Flow Control. The company distributes bearings, power transmission products, engineered fluid power components and systems, specialty flow control solutions, advanced automation products, industrial rubber products, linear motion components, automation solutions, tools, safety products, oilfield supplies, and other industrial and maintenance supplies; and motors, belting, drives, couplings, pumps, hydraulic and pneumatic components, filtration supplies, valves, fittings, process instrumentation, actuators, and hoses, filtration supplies, as well as other related supplies for general operational needs of customers' machinery and equipment. It also operates fabricated rubber shops and service field crews that install, modify, and repair conveyor belts and rubber linings, as well as offer hose assemblies. In addition, the company provides equipment repair and technical support services. It distributes industrial products through a network of service centers. The company serves various industries, including agriculture and food processing, cement, chemicals and petrochemicals, fabricated metals, forest products, industrial machinery and equipment, life sciences, mining, oil and gas, primary metals, technology, transportation, and utilities, as well as government entities. The company was formerly known as Bearings, Inc. and changed its to name to Applied Industrial Technologies, Inc. in 1997. The company was founded in 1923 and is headquartered in Cleveland, Ohio.

At a Glance

Live Snapshot
Market Cap$11.58B
EPS10.2600
P/E Ratio30.54
Earnings Date08/13/2026
Applied Industrial Technologies, Inc.

Applied Industrial Technologies, Inc. Fair Value Envelope

AIT ยท NYSE

Our analysis suggests that AIT has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $313.39, this represents a potential HIDDEN relative to our calculated worth for Applied Industrial Technologies, Inc..

Intrinsic Value
Current Price: $313.39

Owner Earnings Valuation Tool

Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation

Historical Financial Data

Base year metrics used for projections

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Projection Settings

Forecast period and terminal assumptions

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DCF Valuation Summary

Calculation flow from present value to intrinsic value per share

Present Value$92.3B
+ Cash & Equivalents$388.4M
Firm Value$92.7B
- Debt$572.3M
Equity Value$92.1B
/ Shares Outstanding38,128,898B
DCF Value$2.4K
UNDERVALUED BY 671%

Owner Earnings Projections

Operating Cash Flow - Maintenance CapEx = Owner Earnings

Metric
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Year 8
Year 9
Year 10
Operating Cash Flow
$661.0M
$887.4M
$1.2B
$1.6B
$2.1B
$2.9B
$3.9B
$5.2B
$7.0B
$9.4B
Maintenance CapEx
-$7.3M
-$9.8M
-$13.2M
-$17.7M
-$23.7M
-$31.8M
-$42.7M
-$57.4M
-$77.0M
-$103.4M
Owner Earnings
$653.7M
$877.6M
$1.2B
$1.6B
$2.1B
$2.9B
$3.8B
$5.1B
$6.9B
$9.3B
Discount Factor
0.926
0.857
0.794
0.735
0.681
0.630
0.583
0.540
0.500
0.463
Present Value
$605.3M
$752.4M
$935.2M
$1.2B
$1.4B
$1.8B
$2.2B
$2.8B
$3.4B
$4.3B
Terminal Value represents 78.9% of Enterprise Value