image
Industrials - Industrial - Distribution - NYSE - US
$ 208.27
-1.22 %
$ 7.99 B
Market Cap
21.06
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one AIT stock under the worst case scenario is HIDDEN Compared to the current market price of 208 USD, Applied Industrial Technologies, Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one AIT stock under the base case scenario is HIDDEN Compared to the current market price of 208 USD, Applied Industrial Technologies, Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one AIT stock under the best case scenario is HIDDEN Compared to the current market price of 208 USD, Applied Industrial Technologies, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart AIT

image
$280.0$280.0$270.0$270.0$260.0$260.0$250.0$250.0$240.0$240.0$230.0$230.0$220.0$220.0$210.0$210.0$200.0$200.015 Oct15 OctNov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '25
FINANCIALS
4.48 B REVENUE
1.51%
496 M OPERATING INCOME
4.79%
386 M NET INCOME
11.25%
371 M OPERATING CASH FLOW
7.97%
-95.4 M INVESTING CASH FLOW
-56.83%
-156 M FINANCING CASH FLOW
-23.31%
1.07 B REVENUE
-2.36%
121 M OPERATING INCOME
6.80%
93.3 M NET INCOME
1.33%
95.1 M OPERATING CASH FLOW
-25.53%
-268 M INVESTING CASH FLOW
-1659.66%
-57.1 M FINANCING CASH FLOW
-67.60%
Balance Sheet Applied Industrial Technologies, Inc.
image
Current Assets 1.77 B
Cash & Short-Term Investments 461 M
Receivables 738 M
Other Current Assets 572 M
Non-Current Assets 1.18 B
Long-Term Investments 22.5 M
PP&E 252 M
Other Non-Current Assets 908 M
15.60 %24.98 %19.37 %8.53 %30.75 %Total Assets$3.0b
Current Liabilities 501 M
Accounts Payable 267 M
Short-Term Debt 58.5 M
Other Current Liabilities 176 M
Non-Current Liabilities 762 M
Long-Term Debt 676 M
Other Non-Current Liabilities 85.6 M
21.13 %4.63 %13.90 %53.55 %6.78 %Total Liabilities$1.3b
EFFICIENCY
Earnings Waterfall Applied Industrial Technologies, Inc.
image
Revenue 4.48 B
Cost Of Revenue 3.14 B
Gross Profit 1.34 B
Operating Expenses 841 M
Operating Income 496 M
Other Expenses 110 M
Net Income 386 M
5b5b4b4b4b4b3b3b3b3b2b2b2b2b1b1b500m500m004b(3b)1b(841m)496m(110m)386mRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
29.84% GROSS MARGIN
29.84%
11.07% OPERATING MARGIN
11.07%
8.61% NET MARGIN
8.61%
22.84% ROE
22.84%
13.07% ROA
13.07%
15.30% ROIC
15.30%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Applied Industrial Technologies, Inc.
image
350m350m300m300m250m250m200m200m150m150m100m100m50m50m0020162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income 386 M
Depreciation & Amortization 52.4 M
Capital Expenditures -24.9 M
Stock-Based Compensation 9.5 M
Change in Working Capital -77.1 M
Others -54.3 M
Free Cash Flow 347 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Applied Industrial Technologies, Inc.
image
Wall Street analysts predict an average 1-year price target for AIT of $234 , with forecasts ranging from a low of $210 to a high of $285 .
AIT Lowest Price Target Wall Street Target
210 USD 0.83%
AIT Average Price Target Wall Street Target
234 USD 12.15%
AIT Highest Price Target Wall Street Target
285 USD 36.84%
Price
Max Price Target
Min Price Target
Average Price Target
300300280280260260240240220220200200180180160160May '24May '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
0.15% DIVIDEND YIELD
0.46 USD DIVIDEND PER SHARE
Q1
Q2
Q3
Q4
1.601.601.401.401.201.201.001.000.800.800.600.600.400.400.200.200.000.000.270.280.290.30.310.320.330.340.350.370.460.270.280.290.30.310.320.330.340.350.370.270.280.290.30.310.320.330.340.350.370.271.080.281.120.291.160.31.200.311.240.321.280.331.320.341.360.351.400.371.480.462015201520162016201720172018201820192019202020202021202120222022202320232024202420252025
Download SVG
Download PNG
Download CSV
5. COMPETITION
slide 2 of 11
6. Ownership
Insider Ownership Applied Industrial Technologies, Inc.
image
Sold
0-3 MONTHS
3.99 M USD 2
3-6 MONTHS
1.73 M USD 2
6-9 MONTHS
6.77 M USD 2
9-12 MONTHS
128 K USD 1
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
4 Industrial Manufacturing Stocks to Gain Despite Industry Headwinds Slowdown in new orders, supply-chain issues and rising costs weigh on the Zacks Manufacturing - General Industrial industry's near-term prospects. DOV, RBC, AIT and DNOW are a few stocks to gain. zacks.com - 1 week ago
Here's Why It is Worth Investing in Applied Industrial Stock Strength in the Service Center unit, driven by increased demand in the semiconductor sector, bodes well for AIT. The company's shareholder-friendly policies are promising. zacks.com - 1 month ago
Here's Why Applied Industrial Technologies (AIT) Could be Great Choice for a Bottom Fisher Applied Industrial Technologies (AIT) witnesses a hammer chart pattern, indicating support found by the stock after losing some value lately. This coupled with an upward trend in earnings estimate revisions could mean a trend reversal for the stock in the near term. zacks.com - 1 month ago
Applied Industrial Technologies (AIT) is a Top-Ranked Growth Stock: Should You Buy? Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores. zacks.com - 1 month ago
Are Industrial Products Stocks Lagging Applied Industrial Technologies (AIT) This Year? Here is how Applied Industrial Technologies (AIT) and DNOW (DNOW) have performed compared to their sector so far this year. zacks.com - 1 month ago
5 stocks Congress is buying in 2025 The stock trading activities of US Congress members continue to draw attention, with disclosures under the STOCK Act providing insight into their investment strategies. So, in this piece, we bring you the top 5 stocks Congress is buying in 2025. finbold.com - 1 month ago
Applied Industrial Technologies (AIT) International Revenue Performance Explored Explore how Applied Industrial Technologies' (AIT) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects. zacks.com - 1 month ago
23 Upcoming Dividend Increases, Including 2 Kings Excited to announce dividend hikes for 23 companies, including dividend kings SJW Group and California Water Service Group, with 5% and 7.1% increases. Companies with consistent dividend growth indicate financial health, attracting investors and boosting stock prices, leading to long-term wealth accumulation. Investment strategy focuses on stocks with rising dividends and outperforming benchmarks, using data from U.S. Dividend Champions and NASDAQ. seekingalpha.com - 2 months ago
4 Stocks to Buy as Manufacturing Activity Makes Roaring Rebound Stocks like AIT, GHM, AZZ and ENSare likely to benefit from the jump in manufacturing activity. zacks.com - 2 months ago
Is Applied Industrial Technologies (AIT) Stock Outpacing Its Industrial Products Peers This Year? Here is how Applied Industrial Technologies (AIT) and Core & Main (CNM) have performed compared to their sector so far this year. zacks.com - 2 months ago
Here's Why Applied Industrial Technologies (AIT) is a Strong Growth Stock Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores. zacks.com - 2 months ago
Applied Industrial Technologies (AIT) Reports Q2 Earnings: What Key Metrics Have to Say Although the revenue and EPS for Applied Industrial Technologies (AIT) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers. zacks.com - 2 months ago
8. Profile Summary

Applied Industrial Technologies, Inc. AIT

image
COUNTRY US
INDUSTRY Industrial - Distribution
MARKET CAP $ 7.99 B
Dividend Yield 0.15%
Description 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.
Contact 1 Applied Plaza, Cleveland, OH, 44115 https://www.applied.com
IPO Date March 17, 1980
Employees 6916
Officers Mr. Ryan Dale Cieslak Director of Investor Relations & Assistant Treasurer Joe Mangiapane Managing Director of Australia & New Zealand Mike R. Allen President of Applied Industrial Technologies, LP - Canada Mr. David K. Wells Vice President, Chief Financial Officer, & Treasurer Mr. Richard M. Wagner Chief Accounting Officer & Controller Mr. Jon S. Ploetz J.D. Vice President, General Counsel & Secretary Ms. Julie A. Kho Manager of Corporate Communications & Public Relations Mr. Neil A. Schrimsher President, Chief Executive Officer & Director Mr. Kurt W. Loring Vice President & Chief Human Resource Officer