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Upturn AI Summary - About
Applied Industrial Technologies(AIT)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for AIT
10/23/2026: AIT (1-star) is currently NOT-A-BUY. Pass it for now.
Applied Industrial Technologies is a leading technical distributor that specializes in motion, fluid power, and automation solutions for a broad range of industrial customers. The company distinguishes itself through deep engineering expertise and a reliable network of service centers, which supports consistent cash flow and dividend growth. Its primary growth opportunity lies in the ongoing shift toward industrial automation and smart factory technologies. However, investors should monitor risks such as cyclical demand in industrial manufacturing, increasing competitive pressure from e-commerce players, and potential supply chain disruptions. The stock may best suit value and dividend-focused investors seeking exposure to the industrial sector with lower relative volatility.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Growth is steady rather than explosive, tied closely to industrial output cycles. |
| Momentum investor | Mixed fit | Performance is generally consistent, though it can lag during periods of sharp industrial decline. |
| Value investor | Strong fit | Often trades at reasonable valuations relative to its long-term earnings power. |
| Dividend investor | Strong fit | Has a long history of consistent and growing dividend payments. |
| Low-risk investor | Strong fit | The company's stable business model and strong cash generation provide a relatively low-risk profile. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | The stock can experience swings aligned with broader economic and industrial cycles. |
| Valuation risk | Low | The company typically trades at moderate multiples, limiting downside from valuation contraction. |
| Competition risk (industrial distribution) | Medium / high | Intense competition from large-scale distributors like Grainger requires constant operational excellence. |
| Business quality | Strong | Long-term track record of operational efficiency and consistent profitability. |
| Dividend income | Low / none | The dividend is considered very stable, reducing income risk for investors. |
| Execution risk | Medium | Successfully integrating tuck-in acquisitions is key to maintaining growth targets. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit 4.3% | Avg. Invested days 49 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/23/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 11.64B USD | Price to earnings Ratio 28.95 | 1Y Target Price 398.33 |
Price to earnings Ratio 28.95 | 1Y Target Price 398.33 | ||
Volume (30-day avg) 270.7K shares | Beta 0.85 | 52 Weeks Range 237.56 - 374.27 | Updated Date 10/25/2026 |
52 Weeks Range 237.56 - 374.27 | Updated Date 10/25/2026 | ||
Dividends yield (FY) 0.61% | Basic EPS (TTM) 10.95 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Industrial Distribution | Sale of bearings, power transmission, and fluid power products. | The company earns money by acting as a critical supply link for factories and maintenance operations. |
| Engineered Solutions | Design and installation of automation and hydraulic systems. | This is a higher-margin segment that provides specialized technical expertise to clients. |
| North American Geography | Primary operations across the United States, Canada, and Mexico. | The company is deeply tied to the health of the North American industrial manufacturing sector. |
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 2026-10-27 | When Before Market | Estimate 2.86 | Actual - |
Profitability
Profit Margin 8.35% | Operating Margin (TTM) 11.77% |
Management Effectiveness
Return on Assets (TTM) 11.1% | Return on Equity (TTM) 22.37% |
Valuation
Trailing PE 28.95 | Forward PE 26.39 | Enterprise Value 11.78B | Price to Sales(TTM) 2.34 |
Enterprise Value 11.78B | Price to Sales(TTM) 2.34 | ||
Enterprise Value to Revenue 2.37 | Enterprise Value to EBITDA 18.77 | Shares Outstanding 36.73M | Shares Floating 36.38M |
Shares Outstanding 36.73M | Shares Floating 36.38M | ||
Percent Insiders 0.79 | Percent Institutions 98.66 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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