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Upturn AI SWOT - About
AIT 
Applied Industrial Technologies (AIT)
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Upturn Advisory Summary
09/12/2025: AIT (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
8 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $303.33
1 Year Target Price $303.33
| 6 | Strong Buy |
| 1 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 2.58% | Avg. Invested days 44 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/12/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 9.94B USD | Price to earnings Ratio 25.98 | 1Y Target Price 303.33 |
Price to earnings Ratio 25.98 | 1Y Target Price 303.33 | ||
Volume (30-day avg) 8 | Beta 0.99 | 52 Weeks Range 199.22 - 281.44 | Updated Date 09/14/2025 |
52 Weeks Range 199.22 - 281.44 | Updated Date 09/14/2025 | ||
Dividends yield (FY) 0.62% | Basic EPS (TTM) 10.13 |
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 - | When - | Estimate - | Actual - |
Profitability
Profit Margin 8.61% | Operating Margin (TTM) 11.03% |
Management Effectiveness
Return on Assets (TTM) 10.2% | Return on Equity (TTM) 22.25% |
Valuation
Trailing PE 25.98 | Forward PE 25.32 | Enterprise Value 10119587376 | Price to Sales(TTM) 2.18 |
Enterprise Value 10119587376 | Price to Sales(TTM) 2.18 | ||
Enterprise Value to Revenue 2.22 | Enterprise Value to EBITDA 17.46 | Shares Outstanding 37751100 | Shares Floating 37318033 |
Shares Outstanding 37751100 | Shares Floating 37318033 | ||
Percent Insiders 0.83 | Percent Institutions 97.11 |
Upturn AI SWOT
Applied Industrial Technologies
Company Overview
History and Background
Applied Industrial Technologies was founded in 1923 as Ohio Ball Bearing Company. It has grown through acquisitions and organic expansion to become a leading distributor of industrial motion, power, and control technologies.
Core Business Areas
- Service Center Based Distribution: This segment is the main business for Applied, being a distributor for industrial motion, power, and control technologies.
- Engineered Solutions: Provides value-added services, including design, engineering, and custom fabrication of industrial components and systems.
Leadership and Structure
Applied Industrial Technologies is led by a board of directors and executive management team. The organizational structure includes functional departments and regional sales teams.
Top Products and Market Share
Key Offerings
- Bearings: Applied offers a wide range of bearings, including ball bearings, roller bearings, and linear bearings. Competitors include Motion Industries and Grainger. Market share data is difficult to precisely determine due to the fragmented nature of the bearings market, but Applied is a significant player.
- Power Transmission Products: This includes gears, belts, pulleys, and other components used to transmit power in industrial equipment. Competitors include Rexnord and Timken. Market share is also fragmented, but Applied has a substantial presence.
- Fluid Power Products: This includes hydraulic and pneumatic components and systems. Competitors include Parker Hannifin and Eaton. The exact market share is difficult to establish precisely due to competitive reasons.
Market Dynamics
Industry Overview
The industrial distribution industry is characterized by a large number of suppliers and customers. Demand is cyclical and influenced by macroeconomic factors, such as industrial production and capital spending.
Positioning
Applied Industrial Technologies is a leading distributor with a broad product portfolio and a large network of service centers. Its competitive advantages include its scale, technical expertise, and customer service capabilities.
Total Addressable Market (TAM)
The industrial distribution market is estimated to be in the hundreds of billions of dollars annually. Applied Industrial Technologies is well-positioned to capture a significant share of this market.
Upturn SWOT Analysis
Strengths
- Broad product portfolio
- Extensive distribution network
- Strong customer relationships
- Technical expertise
- Experienced management team
Weaknesses
- Susceptibility to economic cycles
- Dependence on suppliers
- Integration risks associated with acquisitions
Opportunities
- Expanding into new markets
- Acquiring complementary businesses
- Developing new products and services
- Leveraging e-commerce platform
Threats
- Economic downturns
- Increased competition
- Disruptive technologies
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- GWW
- FAST
- MSC
Competitive Landscape
Applied Industrial Technologies benefits from its broad portfolio and service network, but faces stiff competition based on price and specialization.
Major Acquisitions
Automation NTH, LLC
- Year: 2021
- Acquisition Price (USD millions): 35
- Strategic Rationale: To expand automation solutions capabilities.
Summit Pump, Inc.
- Year: 2024
- Acquisition Price (USD millions): 46
- Strategic Rationale: The acquisition of Summit Pump provides Applied with an expanded product and service offering within its Fluid Power business.
Growth Trajectory and Initiatives
Historical Growth: Historical Growth can be evaluated from the financial metrics listed above. If Revenue, Net Income and other metrics are increasing year over year, it can be concluded that it had a positive growth.
Future Projections: Based on financial reports future growth can be inferred.
Recent Initiatives: Applied Industrial Technologies recently focused on automation and e-commerce initiatives to increase market share.
Summary
Applied Industrial Technologies is a major industrial distributor with a wide range of products and services and a large distribution network. Its growth is dependent on economic conditions. The company has made significant acquisitions to increase its reach. It has strong customer relationships to allow it to stand out from its competitors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings, industry reports, analyst estimates.
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is estimated and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
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 6800 | Website https://www.applied.com |
Full time employees 6800 | Website https://www.applied.com | ||
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 and Engineered Solutions. The Service Center segment distributes industrial bearings, power transmission, fluid power components and systems, specialty flow control, and advanced factory automation solutions, as well as general maintenance products; and motors, belting, drives, couplings, pumps, linear motion, hydraulic and pneumatic components, filtration supplies, hoses, and other related supplies. It also installs, modifies, and repairs conveyor belts and rubber linings, as well as hose assemblies. The Engineered Solutions segment is involved in distributing, engineering, designing, integrating, and repairing hydraulic and pneumatic fluid power technologies, engineered flow control products and services, and automation technologies; and provision of fluid power and industrial flow control products. Its fluid power products and solutions are used in off-highway mobile equipment, stationary industrial equipment and machines, marine and offshore equipment, factory automation, food processing equipment, packaging operations, and downstream energy process systems. This segment also offers pumps, valves, fittings, hoses, process instrumentation, actuators, and filtration supplies; and advanced automation technologies for the design, engineering, assembly, integration, and distribution of machine vision, collaborative robots, mobile robots, radio-frequency identification, industrial networking, motion control, and machine learning technologies for OEMs, machine builders, integrators, and other industrial and technology sectors. 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.
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