APPLIED INDUSTRIAL TECHNOLOGIES INC
AITNYSE
$336.41
↑ +1.3%Jul 17 close · end-of-day
Price
1Y↑ +32.6%
End-of-day closes; the latest point is the live 15-min-delayed price · split & dividend adjusted · chart by TradingView
Key statistics
Market Cap
$12.7B
Enterprise Value
$13.0B
P/E
31.8
P/S
2.6
P/B
6.8
EV/EBITDA
23.7
PEG
2.1
FCF Yield
—
Dividend Yield
—
Revenue (TTM)
$4.8B
Net Income (TTM)
$403.8M
Free Cash Flow (TTM)
—
Gross Margin
30.4%
Operating Margin
10.9%
Net Margin
8.3%
ROE
21.7%
ROIC
18.3%
Debt / Equity
0.2
Net Cash
-$365.3M
Return 1Y
+29.3%
Company profile
Applied Industrial Technologies, Inc. distributes industrial products 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. It also operates fabricated rubber shops and service field crews that install, modify, and repair conveyor belts and rubber linings.
- CEO
- Neil A. Schrimsher
- Sector
- Wholesale Trade
- Industry
- Wholesale
- Employees
- 6,100
- Headquarters
- Ohio
- Website
- applied.com
Management & directors
- Hoffner Warren E IiiVP, General Mgr-Fluid Power
- Ploetz Jon SVP-General Counsel & Secretary
- Vasquez Jason WVP-Sales & Marketing-USSC
- Schrimsher Neil APresident and CEO
- Loring Kurt W.VP-Chief HR Officer
- Wagner Richard MChief Accounting Officer
- Wells David K.Vice President-CFO & Treasurer
Roles derived from SEC Form 4 filings.
Earnings
AIT Q3 2026 Earnings
Period ends 2026-03-31
MetricActualYoY
Revenue$1.3B↑ +7.3%
Diluted EPS$2.65↑ +3.1%
Actuals from SEC filings; YoY vs the year-ago quarter. Analyst estimates & surprise require a data feed (coming soon).
Financial statements
| Line item | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|
| Revenue | $3.2B | $3.8B | $4.4B | $4.5B | $4.6B |
| Gross profit | $935.5M | $1.1B | $1.3B | $1.3B | $1.4B |
| Operating income | $205.5M | $357.9M | $473.2M | $495.8M | $498.5M |
| Net income | $144.8M | $257.4M | $346.7M | $385.8M | $393.0M |
| Diluted EPS | $3.68 | $6.58 | $8.84 | $9.83 | $10.12 |
| Operating cash flow | $241.7M | $187.6M | $344.0M | $371.4M | $492.4M |
| Free cash flow | — | — | — | — | — |
| Gross margin | 28.9% | 29.0% | 29.2% | 29.8% | 30.3% |
| Operating margin | 6.3% | 9.4% | 10.7% | 11.1% | 10.9% |
| Net margin | 4.5% | 6.8% | 7.9% | 8.6% | 8.6% |
| Line item | Q4 '24 | Q1 '24 | Q2 '24 | Q3 '25 | Q4 '25 | Q1 '25 | Q2 '25 | Q3 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.2B | $1.1B | $1.1B | $1.2B | $1.2B | $1.2B | $1.2B | $1.3B |
| Gross profit | $356.2M | $325.1M | $328.1M | $355.3M | $374.7M | $361.4M | $353.3M | $380.8M |
| Operating income | $139.3M | $113.2M | $120.9M | $129.4M | $135.1M | $129.0M | $123.2M | $137.9M |
| Net income | $103.5M | $92.1M | $93.3M | $99.8M | $107.8M | $100.8M | $95.3M | $99.8M |
| Diluted EPS | $2.64 | $2.36 | $2.39 | $2.57 | $2.80 | $2.63 | $2.51 | $2.65 |
| Operating cash flow | $119.2M | $127.7M | $95.1M | $122.5M | $147.0M | $119.3M | $99.7M | $100.1M |
| Free cash flow | — | — | — | — | — | — | — | — |
| Gross margin | 30.7% | 29.6% | 30.6% | 30.5% | 30.6% | 30.1% | 30.4% | 30.4% |
| Operating margin | 12.0% | 10.3% | 11.3% | 11.1% | 11.0% | 10.8% | 10.6% | 11.0% |
| Net margin | 8.9% | 8.4% | 8.7% | 8.6% | 8.8% | 8.4% | 8.2% | 8.0% |
Company news
Jul 20, 2026
Jul 16, 2026
Analyst estimates
Coming soonConsensus revenue & EPS estimates and price targets will appear here once a forward-estimates data feed is connected.
Insider transactions
BoughtSoldMonthly insider $ volume · trailing 12 months
| Date | Insider | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| 2026-07-12 | Wallace Peter C | J | 584 | $327.39 | $191,195.76 | filing |
| 2026-07-12 | Wallace Peter C | J | 584 | $327.39 | $191,195.76 | filing |
| 2026-06-30 | Wallace Peter C | Award | 5 | $303.81 | $1,658.80 | filing |
| 2026-06-18 | Andrews Madhuri A | Sale | 3,845 | $329.89 | $1.3M | filing |
| 2026-05-05 | Hoffner Warren E III· VP, General Mgr-Fluid Power | Sale | 4,000 | $306.35 | $1.2M | filing |
| 2026-05-05 | Hoffner Warren E III· VP, General Mgr-Fluid Power | Sale | 4,000 | $305.72 | $1.2M | filing |
| 2026-04-24 | Ploetz Jon S· VP-General Counsel & Secretary | Tax withholding | 146 | $293.35 | $42,829.10 | filing |
| 2026-03-31 | Wallace Peter C | Award | 6 | $282.58 | $1,657.33 | filing |
| 2026-02-26 | Wallace Peter C | Sale | 5,000 | $285.03 | $1.4M | filing |
| 2026-02-06 | Hoffner Warren E III· VP, General Mgr-Fluid Power | Sale | 4,000 | $292.64 | $1.2M | filing |
| 2026-02-05 | Vasquez Jason W· VP-Sales & Marketing-USSC | Sale | 5,447 | $287.87 | $1.6M | filing |
| 2026-02-05 | Hoffner Warren E III· VP, General Mgr-Fluid Power | Sale | 4,000 | $288.62 | $1.2M | filing |
| 2026-02-04 | Schrimsher Neil A· President and CEO | Sale | 8,634 | $284.49 | $2.5M | filing |
| 2026-02-04 | Schrimsher Neil A· President and CEO | Sale | 4,544 | $287.51 | $1.3M | filing |
| 2026-02-04 | Schrimsher Neil A· President and CEO | Sale | 2,996 | $286.45 | $858,204.20 | filing |
| 2026-02-04 | Schrimsher Neil A· President and CEO | Sale | 1,740 | $285.39 | $496,578.60 | filing |
| 2026-02-04 | Schrimsher Neil A· President and CEO | Sale | 1,293 | $288.29 | $372,758.97 | filing |
| 2026-01-20 | Pagano Robert J Jr | Award | 572 | $0.00 | $0.00 | filing |
| 2026-01-20 | Raver Joe Anthony | Award | 572 | $0.00 | $0.00 | filing |
| 2026-01-20 | SIMONCIC RICHARD J | Award | 572 | $0.00 | $0.00 | filing |
| 2026-01-20 | Chadwick Shelly Marie | Award | 572 | $0.00 | $0.00 | filing |
| 2026-01-20 | Hall Mary Dean | Award | 572 | $0.00 | $0.00 | filing |
| 2026-01-20 | Andrews Madhuri A | Award | 572 | $0.00 | $0.00 | filing |
| 2026-01-20 | PETRELLA VINCENT K | Award | 572 | $0.00 | $0.00 | filing |
| 2026-01-20 | Wallace Peter C | Award | 688 | $0.00 | $0.00 | filing |
Showing the latest 25 transactions — full history in the linked SEC filings.
Fundamentals & filings from SEC EDGAR. Prices adjusted for splits & dividends. Not investment advice.