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Upturn AI SWOT - About
AIT 
Applied Industrial Technologies (AIT)
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Upturn Advisory Summary
06/13/2025: 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
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $277.86
1 Year Target Price $277.86
| 6 | Strong Buy |
| 1 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -6.92% | Avg. Invested days 48 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/13/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 8.82B USD | Price to earnings Ratio 23.19 | 1Y Target Price 277.86 |
Price to earnings Ratio 23.19 | 1Y Target Price 277.86 | ||
Volume (30-day avg) 8 | Beta 0.92 | 52 Weeks Range 180.94 - 281.92 | Updated Date 06/30/2025 |
52 Weeks Range 180.94 - 281.92 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 0.79% | Basic EPS (TTM) 9.99 |
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 8.64% | Operating Margin (TTM) 11.1% |
Management Effectiveness
Return on Assets (TTM) 10.56% | Return on Equity (TTM) 22.23% |
Valuation
Trailing PE 23.19 | Forward PE 22.47 | Enterprise Value 9043288473 | Price to Sales(TTM) 1.96 |
Enterprise Value 9043288473 | Price to Sales(TTM) 1.96 | ||
Enterprise Value to Revenue 2.01 | Enterprise Value to EBITDA 15.64 | Shares Outstanding 38084600 | Shares Floating 37661521 |
Shares Outstanding 38084600 | Shares Floating 37661521 | ||
Percent Insiders 0.97 | Percent Institutions 98.23 |
Analyst Ratings
Rating 3 | Target Price 277.86 | Buy 1 | Strong Buy 6 |
Buy 1 | Strong Buy 6 | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Applied Industrial Technologies
Company Overview
History and Background
Applied Industrial Technologies was founded in 1923 as The Ohio Ball Bearing Company. Over time, it expanded its product offerings and geographic reach, becoming a leading distributor of industrial motion, power, and flow technologies and related technical resources.
Core Business Areas
- Industrial Motion Solutions: Distribution of bearings, power transmission products, linear motion components, and related services.
- Fluid Power Solutions: Distribution of hydraulic and pneumatic components, systems, and services.
- Automation Solutions: Distribution and services related to automation technologies like robotics and programmable logic controllers (PLCs).
- Onsite Industrial Solutions: Solutions such as MRO and asset management systems.
Leadership and Structure
Applied Industrial Technologies is led by a board of directors and a senior management team. The CEO is Neil A. Schrimsher. The company operates with a decentralized structure, with various business units focused on specific product lines and geographic regions.
Top Products and Market Share
Key Offerings
- Bearings: Bearings are a core product, used in a wide range of industrial applications. Market share data is complex due to fragmentation, but Applied has a significant portion of the distribution market. Competitors include Motion Industries, WESCO, and Grainger. Hard market share numbers are difficult to come by.
- Power Transmission Products: Products like gears, belts, and couplings used to transmit power in machinery. Similar market dynamics as bearings. Competitors include Motion Industries, WESCO, and Grainger.
- Hydraulic and Pneumatic Components: Components used in fluid power systems. The hydraulic and pneumatics markets are moderately fragmented, so it is hard to pin-point market share. Competitors include Parker-Hannifin, Eaton, and Danfoss.
- MRO and Asset Management Services: Services to help customers maintain equipment and reduce downtime. Competitors include Motion Industries, WESCO, and Grainger.
Market Dynamics
Industry Overview
The industrial distribution industry is characterized by a large number of suppliers and customers. Demand is driven by industrial production, capital spending, and maintenance needs. Trends include increasing automation, digital transformation, and supply chain consolidation.
Positioning
Applied Industrial Technologies is a leading distributor with a broad product portfolio, extensive geographic reach, and a focus on value-added services. It competes based on product availability, technical expertise, and customer service.
Total Addressable Market (TAM)
The total addressable market (TAM) for industrial distribution is estimated to be over $200 billion globally. Applied is positioned to capture a share of this market through its diverse product offerings and geographic reach.
Upturn SWOT Analysis
Strengths
- Extensive product portfolio
- Large geographic footprint
- Strong relationships with suppliers
- Value-added service offerings
- Experienced management team
Weaknesses
- Exposure to cyclical industries
- Dependence on key suppliers
- Highly competitive market
- Integration risks from acquisitions
Opportunities
- Expanding into new geographic markets
- Acquiring complementary businesses
- Increasing penetration of existing customer base
- Leveraging digital technologies to improve efficiency
- Growth in automation and robotics
Threats
- Economic downturns
- Increased competition from online retailers
- Disruptions in the supply chain
- Fluctuations in commodity prices
- Changes in government regulations
Competitors and Market Share
Key Competitors
- Motion Industries (GPC)
- WESCO International (WCC)
- Grainger (GWW)
- Fastenal (FAST)
Competitive Landscape
Applied Industrial Technologies competes with other industrial distributors based on product availability, technical expertise, customer service, and price. It benefits from its broad product portfolio and geographic reach, but faces competition from both large and small players.
Major Acquisitions
R.R. Floody Company, Inc.
- Year: 2023
- Acquisition Price (USD millions):
- Strategic Rationale: Enhance Fluid Power Solutions capabilities in the Upper Midwest.
Automation NTH
- Year: 2022
- Acquisition Price (USD millions):
- Strategic Rationale: Expands Automation Platform
Growth Trajectory and Initiatives
Historical Growth: Applied Industrial Technologies has grown organically and through acquisitions. Growth rates have varied depending on economic conditions and industry trends.
Future Projections: Future growth projections depend on analyst estimates and company guidance. These projections are subject to change based on various factors.
Recent Initiatives: Recent strategic initiatives may include acquisitions, expansion into new markets, and investments in digital technologies.
Summary
Applied Industrial Technologies is a leading industrial distributor with a broad portfolio and wide reach. They are susceptible to market downturns and supply chain issues but look to continue to improve Automation Solutions and Fluid Power Solutions. Its growth relies on strategic acquisitions and capitalizing on digital advancements. Keeping close tabs on competitiors is an important key for success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q)
- Analyst reports
- Industry publications
- Company Website
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It is not financial advice. Market share data is estimated and may not be precise. Financial data should be verified with official company filings.
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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