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Upturn AI SWOT - About
AIT 
Applied Industrial Technologies (AIT)
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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
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 $300.83
1 Year Target Price $300.83
| 6 | Strong Buy |
| 1 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
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 Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| 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 |
Upturn AI SWOT
Applied Industrial Technologies
Company Overview
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.
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 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
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
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
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.
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 6818 | Website https://www.applied.com |
Full time employees 6818 | 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 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.
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