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Applied Industrial Technologies (AIT)

Upturn stock ratingUpturn stock rating
$255.01
Last Close (24-hour delay)
Profit since last BUY4.18%
upturn advisory
Consider higher Upturn Star rating
BUY since 32 days
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  • SELL Advisory (Loss)​
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Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
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Time period over
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Upturn Advisory Summary

08/15/2025: AIT (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

8 Analysts rated it

Limited analyst coverage, niche firm, research info may be scarce.

1 Year Target Price $300.83

1 Year Target Price $300.83

Analysts Price Target For last 52 week
$300.83 Target price
52w Low $190.01
Current$255.01
52w High $281.44

Analysis of Past Performance

Type Stock
Historic Profit -2.06%
Avg. Invested days 44
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/15/2025

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 9.71B USD
Price to earnings Ratio 25.2
1Y Target Price 300.83
Price to earnings Ratio 25.2
1Y Target Price 300.83
Volume (30-day avg) 8
Beta 0.94
52 Weeks Range 190.01 - 281.44
Updated Date 08/16/2025
52 Weeks Range 190.01 - 281.44
Updated Date 08/16/2025
Dividends yield (FY) -
Basic EPS (TTM) 10.12

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date 2025-08-14
When -
Estimate 2.63
Actual 2.8

Profitability

Profit Margin 8.64%
Operating Margin (TTM) 11.1%

Management Effectiveness

Return on Assets (TTM) 10.56%
Return on Equity (TTM) 22.23%

Valuation

Trailing PE 25.2
Forward PE 24.75
Enterprise Value 9895847301
Price to Sales(TTM) 2.16
Enterprise Value 9895847301
Price to Sales(TTM) 2.16
Enterprise Value to Revenue 2.17
Enterprise Value to EBITDA 17.7
Shares Outstanding 38084600
Shares Floating 37659997
Shares Outstanding 38084600
Shares Floating 37659997
Percent Insiders 0.92
Percent Institutions 92.38

ai summary icon Upturn AI SWOT

Applied Industrial Technologies

stock logo

Company Overview

overview logo History and Background

Founded in 1923, Applied Industrial Technologies is a distributor of industrial motion, power, fluid technology, and flow solutions, and related technical services.

business area logo Core Business Areas

  • Service Center Based Distribution: Distribution of MRO and OEM products and services, including bearings, power transmission components, fluid power, flow control, automation, and hose and rubber products.
  • Engineered Solutions: Provides value-added engineered solutions, including design, assembly, and integration services.

leadership logo Leadership and Structure

Neil A. Schrimsher III is the President and CEO. The company has a traditional hierarchical structure with regional and product line management.

Top Products and Market Share

overview logo Key Offerings

  • Bearings & Power Transmission: Bearings, belts, chains, gears, and related components. Market share within the broader MRO space is fragmented; key competitors include Motion Industries and WESCO. Revenue is generated from both MRO (Maintenance, Repair, and Operations) and OEM (Original Equipment Manufacturer) customers. No specific numbers provided.
  • Fluid Power: Hydraulic and pneumatic components and systems. Competitors include Parker Hannifin and Eaton. No specific numbers provided.
  • Flow Control: Valves, instrumentation, and process equipment. Competitors include Emerson Electric and Pentair. No specific numbers provided.

Market Dynamics

industry overview logo Industry Overview

The industrial distribution market is large and fragmented, influenced by economic cycles and capital spending. Growth is driven by industrial production, automation, and infrastructure development.

Positioning

Applied Industrial Technologies is a leading distributor, focusing on providing comprehensive solutions and technical expertise. Their size and scale provide a competitive advantage.

Total Addressable Market (TAM)

The global MRO market is estimated at several hundred billion USD. Applied Industrial Technologies captures a small percentage of this TAM. Further Automation and infrastructure growth is predicted to make the TAM larger.

Upturn SWOT Analysis

Strengths

  • Extensive product portfolio
  • Large distribution network
  • Strong customer relationships
  • Technical expertise
  • Value added Services

Weaknesses

  • Sensitivity to economic cycles
  • Reliance on key suppliers
  • Potential for inventory obsolescence
  • Operating margin can be improved

Opportunities

  • Expansion into new markets
  • Increased focus on value-added services
  • Acquisitions of smaller distributors
  • Growth in automation and Industry 4.0
  • Growth with sustainable industrial solutions

Threats

  • Economic downturns
  • Increased competition from online retailers
  • Supply chain disruptions
  • Fluctuations in commodity prices
  • Shift in supply chain models away from distributors

Competitors and Market Share

competitor logo Key Competitors

  • Motion Industries (GPC)
  • WESCO International (WCC)
  • Grainger (GWW)

Competitive Landscape

Applied Industrial Technologies competes on product breadth, technical expertise, and customer service. The competitive landscape is fragmented, with a mix of large national distributors and smaller regional players.

Major Acquisitions

Gibson Engineering Company, Inc.

  • Year: 2021
  • Acquisition Price (USD millions):
  • Strategic Rationale: To enhance automation and engineered solutions capabilities.

Growth Trajectory and Initiatives

Historical Growth: Applied Industrial Technologies has grown organically and through acquisitions.

Future Projections: Analysts predict continued growth in revenue and earnings, driven by industrial production and automation.

Recent Initiatives: Recent initiatives include expanding its service offerings and investing in digital capabilities.

Summary

Applied Industrial Technologies is a established industrial distributor with a diverse product portfolio and a strong customer base. Economic cycles and online competition pose threats, but the company has growth opportunities in automation and value-added services. Overall, it is a solid company with good potential for future growth if it can manage its cost and operating expenses.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company Filings (10-K, 10-Q)
  • Investor Presentations
  • Analyst Reports
  • Industry Research Reports

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered investment advice. Market share data is based on available estimates and may not be precise.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Applied Industrial Technologies

Exchange NYSE
Headquaters Cleveland, OH, United States
IPO Launch date 1984-09-07
President, CEO & Director Mr. Neil A. Schrimsher
Sector Industrials
Industry Industrial Distribution
Full time employees 6818
Full time employees 6818

Applied Industrial Technologies, Inc. distributes industrial motion, power, control, and automation technology solutions in the United States, Canada, Mexico, Australia, New Zealand, Singapore, and Costa Rica. It operates in two segments, Service Center Based Distribution, and Engineered Solutions. 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 technical support services; engages in the distribution of fluid power and industrial flow control products; advanced automation solutions, including machine vision, robotics, motion control, and smart technologies. 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.