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Upturn AI SWOT - About
AIT 
Applied Industrial Technologies (AIT)
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Upturn Advisory Summary
10/15/2025: 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 10/15/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 9.55B USD | Price to earnings Ratio 24.39 | 1Y Target Price 303.33 |
Price to earnings Ratio 24.39 | 1Y Target Price 303.33 | ||
Volume (30-day avg) 8 | Beta 0.96 | 52 Weeks Range 199.22 - 281.44 | Updated Date 10/15/2025 |
52 Weeks Range 199.22 - 281.44 | Updated Date 10/15/2025 | ||
Dividends yield (FY) 0.67% | Basic EPS (TTM) 10.37 |
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 2025-10-22 | When Before Market | Estimate 2.48 | 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 24.39 | Forward PE 24.94 | Enterprise Value 9967450560 | Price to Sales(TTM) 2.09 |
Enterprise Value 9967450560 | Price to Sales(TTM) 2.09 | ||
Enterprise Value to Revenue 2.18 | Enterprise Value to EBITDA 17.2 | Shares Outstanding 37751071 | Shares Floating 37377683 |
Shares Outstanding 37751071 | Shares Floating 37377683 | ||
Percent Insiders 0.83 | Percent Institutions 97.28 |
Upturn AI SWOT
Applied Industrial Technologies
Company Overview
History and Background
Founded in 1923, Applied Industrial Technologies is a leading distributor of industrial motion, power, fluid power, and flow solutions, serving MRO and OEM customers across various industries.
Core Business Areas
- Service Center Based Distribution: Distribution of bearings, power transmission products, fluid power components and systems, industrial rubber products, and related maintenance supplies.
- Engineered Solutions: Providing engineered solutions like custom-designed fluid power systems and specialized industrial services.
Leadership and Structure
The leadership team includes the CEO, CFO, and other senior executives. The organizational structure is based on functional departments and business units, with regional and local service centers.
Top Products and Market Share
Key Offerings
- Bearings: Wide range of ball, roller, and plain bearings for various applications. Competitors include SKF, Timken, and NSK. Limited information on market share for Applied's bearings alone is available, it's bundled into their industrial distribution revenue.
- Power Transmission Products: Gears, motors, drives, and related components for power transmission systems. Competitors include Regal Rexnord, ABB, and Siemens. Limited information on market share for Applied's power transmission products alone is available, it's bundled into their industrial distribution revenue.
- Fluid Power Components and Systems: Hydraulic and pneumatic components and systems, including pumps, valves, cylinders, and filtration products. Competitors include Eaton, Parker Hannifin, and Danfoss. Limited information on market share for Applied's fluid power components and systems alone is available, it's bundled into their industrial distribution revenue.
Market Dynamics
Industry Overview
The industrial distribution industry is driven by manufacturing output, capital spending, and maintenance requirements. It is influenced by economic cycles and technological advancements.
Positioning
Applied Industrial Technologies holds a strong position in the industrial distribution market due to its broad product portfolio, extensive service network, and focus on value-added services.
Total Addressable Market (TAM)
The TAM for industrial distribution is estimated to be several hundred billion dollars globally. Applied is well-positioned to capture a significant portion of this market through organic growth and acquisitions.
Upturn SWOT Analysis
Strengths
- Extensive distribution network
- Broad product portfolio
- Strong customer relationships
- Value-added services (engineered solutions)
- Experienced management team
Weaknesses
- Susceptibility to economic cycles
- Dependence on key suppliers
- Competition from larger distributors
- Inventory management complexities
- Potential pricing pressure
Opportunities
- Expansion into new geographic markets
- Growth in engineered solutions business
- Acquisition of smaller distributors
- Increased demand for automation and digital solutions
- Penetration into MRO markets with e-commerce
Threats
- Economic downturns
- Increased competition from online retailers
- Disruptive technologies (e.g., 3D printing)
- Fluctuations in commodity prices
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- W.W. Grainger (GWW)
- Fastenal Company (FAST)
- MSC Industrial Direct Co. (MSM)
Competitive Landscape
AIT competes on product breadth, service capabilities, and geographic reach. Its value-added services provide a competitive edge, but larger distributors like Grainger have greater scale and brand recognition.
Major Acquisitions
Automation NTH
- Year: 2022
- Acquisition Price (USD millions): 175
- Strategic Rationale: Expansion of automation solutions and enhanced engineering capabilities in the Southeast.
Growth Trajectory and Initiatives
Historical Growth: Data missing. Financial performance is based on specific time periods, so it is not feasible to populate with generic data. This requires pulling current real-time stock market data which I do not have the capability to do
Future Projections: Data missing. Financial performance is based on specific time periods, so it is not feasible to populate with generic data. This requires pulling current real-time stock market data which I do not have the capability to do
Recent Initiatives: Focus on digital transformation, expansion of value-added services, and strategic acquisitions.
Summary
Applied Industrial Technologies is a stable player in the industrial distribution market. Its strengths lie in its expansive network and diverse product offerings. The company should focus on expanding its digital presence and navigating economic uncertainties. Strategic acquisitions have boosted growth in key technology segments.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings (10-K, 10-Q)
- Industry Reports
- Analyst Estimates
Disclaimers:
This analysis is based on publicly available information and represents a general overview. It is not financial advice. Market share data is approximate and based on available sources.
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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