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
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Applied Industrial Technologies, Inc. Street Expectations Map

AIT ยท NYSE

Wall Street analysts project that AIT stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 322.33, with estimates ranging from a low of 300.00 to a high of 350.00.

Lowest Target
300.00
-4.27%
Consensus Target
322.33
2.85%
Highest Target
350.00
11.68%

The consensus 1-year price target stands at 322.33, with estimates ranging from a low of 300.00 to a high of 350.00.

Analyst Consensus Analysis

Upside Potential

+2.9%

Fair value territory. Stock trading near consensus target suggests limited near-term catalysts. Focus on fundamental developments.

Analyst Agreement

15.5% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Risk-Reward Profile

2.73x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

Moderate

Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.

Market Sentiment Insight

Efficient pricing: Stock trading at fair value with strong consensus suggests market has priced in expectations. Look for fundamental inflection points or new catalysts to drive meaningful moves.

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Applied Industrial Technologies, Inc. Forward Estimates of Revenue

AIT ยท NYSE
Latest Revenue
4.56B
FY 2025
Avg Estimate
4.86B
FY 2026
Estimate Range
4.82B - 4.87B
Analyst Spread

Forward Growth Analysis

Projected Growth+6.5%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Applied Industrial Technologies, Inc. Forward Estimates of Net Income

AIT ยท NYSE
Latest Net Income
392.99M
FY 2025
Avg Estimate
414.46M
FY 2026
Estimate Range
412.31M - 416.61M
Analyst Spread

Forward Growth Analysis

Projected Growth+5.5%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Applied Industrial Technologies, Inc. Forward Estimates of EPS

AIT ยท NYSE
Latest EPS
10.26
FY 2025
Avg Estimate
$10.67
FY 2026
Estimate Range
$10.62 - $10.73
Analyst Spread

Forward Growth Analysis

Projected Growth+4.0%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Applied Industrial Technologies, Inc. Forward Estimates of EBIT

AIT ยท NYSE
Latest EBIT
519.18M
FY 2025
Avg Estimate
481.08M
FY 2026
Estimate Range
477.32M - 482.07M
Analyst Spread

Forward Growth Analysis

Projected Growth-7.3%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Applied Industrial Technologies, Inc. Forward Estimates of EBITDA

AIT ยท NYSE
Latest EBITDA
579.66M
FY 2025
Avg Estimate
547.24M
FY 2026
Estimate Range
542.96M - 548.37M
Analyst Spread

Forward Growth Analysis

Projected Growth-5.6%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Applied Industrial Technologies, Inc. Forward Estimates of SG&A Expense

AIT ยท NYSE
Latest SG&A Expense
884.63M
FY 2025
Avg Estimate
945.88M
FY 2026
Estimate Range
938.49M - 947.84M
Analyst Spread

Forward Growth Analysis

Projected Growth+6.9%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Applied Industrial Technologies, Inc. Insider Positioning

AIT ยท NYSE

During the last 12 months, insiders have sold $18.13M worth of AIT shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

4.0K

1.23M

Net Activity

-1.2M

-$1.23M

3-6 Months

Bought

0

0.00

Sold

21.6K

6.21M

Net Activity

-6.2M

-$6.21M

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

40.6K

10.69M

Net Activity

-10.7M

-$10.69M

Top Buyers

No buying activity

Top Sellers

1
SNA

Schrimsher Neil A

Director, Officer: President And Ceo

35.3K sharesโ€ข2 transactions

$9.46M

2
HWEI

Hoffner Warren E Iii

Officer: Vp, General Mgr-Fluid Power

12.0K sharesโ€ข3 transactions

$3.55M

3
LKW

Loring Kurt W.

Officer: Vp-Chief Hr Officer

8.5K sharesโ€ข1 transactions

$2.28M

4
WPC

Wallace Peter C

Director

5.0K sharesโ€ข1 transactions

$1.43M

5
VJW

Vasquez Jason W

Officer: Vp-Sales & Marketing-Ussc

5.4K sharesโ€ข1 transactions

$1.42M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $18.13M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$1.23M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.