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AIT

Applied Industrial Technologies, Inc.

AIT

NYSE·Industrials·Industrial - Distribution·Mkt cap $12.0B

$325.57

+0.96%

P/E

29.36

Mkt Cap

$12.0B

52-Wk Range

$238.34–$374.80

52-Week Range

$238.34 - $374.80

P/E

29.36

Fwd P/E

27.06

Beta

0.83

Div Yield

0.61%

Avg Vol

271.8K

Shares Out

37.0M

Mkt Cap

$12.0B

Price action

Price chart

Up 22.3% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Extensive service center network providing local market presence and customer relationships
  • Specialized technical expertise in fluid power, automation, and rubber fabrication services
  • Diversified product portfolio serving mission-critical industrial maintenance needs
  • Integrated value-added services including equipment repair and field installation capabilities

Bear Case

1 risk

  • Average volatility.

Growth

Stable outlook

Increased industrial automation and modernization across manufacturing sectors

Value

Fairly valued vs Industrial Distribution peers

Momentum

Stable

+3.5% over 3m

Quality

Stable

Strong fundamentals

Dividend

Modest

0.61% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 22, 2026

Q3 26 RECAP

AUG 13, 2026

Reported EPS of $3.17 vs $2.92 consensus (+8.6% surprise). Revenue of $1.4B vs $1.3B expected (+4.7%). Beat on both top and bottom lines.

EPS beat +8.6%
Rev beat +4.7%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+8.6%

Revenue trend · last 8Q

+6%

+9%

+8%

+7%

+10%

Q1 24

Q2 24

Q3 25

Q4 25

Q1 25

Q2 25

Q3 26

Q4 26

$1.1B

$1.1B

$1.2B

$1.2B

$1.2B

$1.2B

$1.3B

$1.4B

Margins · last 8Q

Gross

31.6%

Operating

10.6%

Profit

8.8%

Wall Street consensus

2 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

2

100%

Hold

0%

Sell

0%

Median Price Target

Latest: KeyBanc · Aug 14, 2026

vs Industry

How AIT stacks vs Industrial - Distribution

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.