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AIT 
Applied Industrial Technologies (AIT)
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Upturn Advisory Summary
12/26/2025: 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 $304.17
1 Year Target Price $304.17
| 6 | Strong Buy |
| 1 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 2.33% | Avg. Invested days 43 | 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 12/26/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 10.00B USD | Price to earnings Ratio 25.51 | 1Y Target Price 304.17 |
Price to earnings Ratio 25.51 | 1Y Target Price 304.17 | ||
Volume (30-day avg) 8 | Beta 0.85 | 52 Weeks Range 198.86 - 279.96 | Updated Date 12/27/2025 |
52 Weeks Range 198.86 - 279.96 | Updated Date 12/27/2025 | ||
Dividends yield (FY) 0.66% | Basic EPS (TTM) 10.38 |
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) 10.76% |
Management Effectiveness
Return on Assets (TTM) 10.42% | Return on Equity (TTM) 22.1% |
Valuation
Trailing PE 25.51 | Forward PE 25.45 | Enterprise Value 10123559150 | Price to Sales(TTM) 2.14 |
Enterprise Value 10123559150 | Price to Sales(TTM) 2.14 | ||
Enterprise Value to Revenue 2.17 | Enterprise Value to EBITDA 16.91 | Shares Outstanding 37717910 | Shares Floating 37344880 |
Shares Outstanding 37717910 | Shares Floating 37344880 | ||
Percent Insiders 0.83 | Percent Institutions 96.06 |
Upturn AI SWOT
Applied Industrial Technologies
Company Overview
History and Background
Applied Industrial Technologies (NYSE: AIT) was founded in 1923 as The Ohio Ball Bearing Company. It evolved through various name changes and expansions, becoming Industrial Distribution Group in 1997 before adopting its current name, Applied Industrial Technologies, in 2001. The company has a long history of providing industrial products and services to a wide range of manufacturing and processing industries, focusing on growth through both organic expansion and strategic acquisitions.
Core Business Areas
- Fluid Power: This segment involves the design, manufacturing, and distribution of hydraulic and pneumatic power systems, components, and related services. Products include pumps, motors, cylinders, valves, filters, and diagnostic services for fluid power applications across various industries.
- Automation and Control: This segment focuses on providing automation solutions, including industrial sensors, machine vision systems, programmable logic controllers (PLCs), robotics, and other control components. They offer system integration and support services to enhance manufacturing efficiency and precision.
- Bearings and Power Transmission: This is a foundational segment, offering a broad range of bearings (ball, roller, thrust), mechanical power transmission components (gears, belts, chains, couplings), and related maintenance services. This segment serves nearly all industrial sectors requiring rotating equipment.
- Seals and Gaskets: This segment provides a comprehensive selection of sealing solutions, including O-rings, gaskets, mechanical seals, and packing materials designed to prevent leaks and ensure the integrity of equipment in diverse operating conditions.
- Specialty Products and Services: This segment encompasses a variety of specialized offerings, including lubrication management, industrial hose and fittings, safety products, and value-added services like inventory management and technical support.
Leadership and Structure
Applied Industrial Technologies is led by a seasoned executive team with experience in industrial distribution and manufacturing. The company operates through a decentralized structure, empowering its regional branches to serve local customer needs effectively. The organizational structure emphasizes customer service, technical expertise, and supply chain efficiency. Key leadership roles include CEO, CFO, and heads of various business segments and operational regions.
Top Products and Market Share
Key Offerings
- Bearings (Various Types): A comprehensive range of ball, roller, and thrust bearings essential for rotating machinery. Competitors include Timken, SKF, and Schaeffler. Market share data is not publicly granular for specific product categories, but the company is a significant player in the aftermarket for these components.
- Hydraulic and Pneumatic Components: Pumps, motors, cylinders, valves, and filtration systems for fluid power applications. Key competitors include Parker Hannifin, Eaton, and Bosch Rexroth. The company holds a strong position in North American industrial distribution for these product lines.
- Industrial Automation Components: Sensors, PLCs, HMI, and robotic systems for factory automation. Competitors include Rockwell Automation, Siemens, and Schneider Electric. Applied Industrial Technologies offers integrated solutions and services around these components.
- Industrial Hoses and Fittings: A wide variety of hoses and couplings for fluid transfer in industrial settings. Competitors include Gates, and various regional distributors. This is a significant part of their value-added services.
Market Dynamics
Industry Overview
Applied Industrial Technologies operates within the industrial distribution and MRO (Maintenance, Repair, and Operations) market, which is characterized by a fragmented landscape, a strong reliance on manufacturing output, and increasing demand for automation and efficiency solutions. Key trends include digitalization, sustainability initiatives, and the need for robust supply chains.
Positioning
Applied Industrial Technologies is positioned as a leading industrial distributor and solutions provider, offering a broad portfolio of products and value-added services. Its competitive advantages include its extensive branch network, deep technical expertise, strong supplier relationships, and a focus on customer-centric solutions. The company leverages its scale and specialized knowledge to serve diverse industrial end markets.
Total Addressable Market (TAM)
The total addressable market for industrial MRO and distribution is estimated to be hundreds of billions of dollars globally, with significant portions in North America. Applied Industrial Technologies is a substantial player within this market, particularly in the segments it focuses on. Its strategy aims to capture a larger share through organic growth and strategic acquisitions, expanding its service offerings and geographic reach.
Upturn SWOT Analysis
Strengths
- Extensive branch network providing broad geographic coverage and local customer service.
- Diversified product and service portfolio catering to a wide range of industries.
- Strong supplier relationships and access to a vast array of industrial products.
- Deep technical expertise and value-added services, including engineering and maintenance.
- Proven track record of successful acquisitions to drive growth and market expansion.
Weaknesses
- Reliance on manufacturing and industrial production cycles, making it susceptible to economic downturns.
- Potential for margin pressure in a competitive distribution landscape.
- Integration challenges with acquired companies can sometimes arise.
- While diverse, some core product lines may face commoditization risks.
Opportunities
- Growth in industrial automation and Industry 4.0 technologies.
- Increased demand for predictive maintenance and smart manufacturing solutions.
- Expansion into new geographic markets through strategic acquisitions.
- Leveraging e-commerce and digital platforms to enhance customer experience.
- Focus on sustainability and energy-efficient solutions for industrial customers.
Threats
- Economic slowdowns and recessions impacting industrial demand.
- Intensifying competition from both larger distributors and online retailers.
- Supply chain disruptions and volatility in raw material costs.
- Technological advancements that could render certain products or services obsolete.
- Regulatory changes affecting manufacturing and industrial operations.
Competitors and Market Share
Key Competitors
- Fastenal Company (FAST)
- Grainger (GWW)
- MSC Industrial Direct (MSM)
Competitive Landscape
Applied Industrial Technologies competes in a crowded industrial distribution market. While Grainger and Fastenal are larger by revenue, Applied Industrial Technologies differentiates itself through specialized product expertise, particularly in fluid power and automation, and its service-oriented approach. MSC Industrial Direct is also a significant competitor, especially in metalworking and industrial supplies. Applied's strength lies in its technical sales force and its ability to provide integrated solutions.
Major Acquisitions
The Tool Crib
- Year: 2023
- Acquisition Price (USD millions):
- Strategic Rationale: Acquired to expand its presence in the industrial tooling and MRO supply market, complementing its existing product offerings and customer base.
Various smaller regional distributors
- Year: 2022
- Acquisition Price (USD millions):
- Strategic Rationale: Continued strategy of acquiring smaller, specialized distributors to gain market share, expand geographic reach, and add niche product or service capabilities.
Growth Trajectory and Initiatives
Historical Growth: Applied Industrial Technologies has demonstrated consistent historical growth, driven by both organic expansion in its core markets and a strategic approach to mergers and acquisitions. The company has successfully integrated numerous acquisitions over the decades, broadening its product lines, service capabilities, and geographic reach.
Future Projections: Analyst projections for Applied Industrial Technologies typically indicate continued moderate revenue growth, supported by industrial automation trends and its strong market position. Earnings per share are expected to grow in line with revenue, benefiting from operational efficiencies and successful integration of new businesses. Growth is expected to be fueled by a combination of organic sales and selective M&A.
Recent Initiatives: Recent strategic initiatives have likely focused on expanding e-commerce capabilities, enhancing digital service offerings, investing in automation technologies, and continuing its disciplined acquisition strategy to strengthen market presence and diversify revenue streams. The company may also be focusing on sustainability-related products and services.
Summary
Applied Industrial Technologies is a robust industrial distributor with a strong history and diversified business. Its extensive network, technical expertise, and strategic acquisition approach are key strengths. The company is well-positioned to capitalize on industrial automation trends, but must navigate economic sensitivities and intense competition in the MRO market. Continued focus on digital transformation and value-added services will be crucial for sustained growth and market leadership.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Investor Relations Filings (e.g., 10-K, 10-Q)
- Industry Analysis Reports
- Financial News and Data Providers (e.g., Bloomberg, Refinitiv)
- Company Press Releases
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It does not constitute financial advice. Investors should conduct their own due diligence before making investment decisions. Market share data and acquisition prices are estimates or illustrative where not explicitly provided by the company.
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 6794 | Website https://www.applied.com |
Full time employees 6794 | 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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