A

    Applied Industrial Technologies (AIT)

    Official site

    INDUSTRIALS • INDUSTRIAL DISTRIBUTION • NYSE

    $323.88
    +1.66 (+0.52%)

    Market Cap: $11.83B

    Last updated: Sep 01, 2026 at 10:00 AM ET

    Earnings

    Performance (10Y)

    Beat Rate
    93%(37/40)
    Avg Surprise
    +10.58%
    Streak
    28 Q

    Upcoming Estimates

    Sep 30, 2026
    EPS Consensus$2.88
    Range$2.85 - $2.95
    8 analysts
    EPS Revisions
    3
    0
    7d
    3
    0
    30d
    EPS Estimate Drift
    90d ago$2.83-2.0%
    60d ago$2.84-1.5%
    30d ago$2.84-1.5%
    7d ago$2.84-1.5%
    Current$2.88
    Revenue Consensus
    $1.3B
    Range$1.3B - $1.3B
    8 analysts
    Dec 31, 2026
    EPS Consensus$2.79
    Range$2.74 - $2.84
    8 analysts
    EPS Revisions
    2
    0
    7d
    2
    0
    30d
    EPS Estimate Drift
    90d ago$2.78-0.3%
    60d ago$2.76-1.1%
    30d ago$2.76-1.1%
    7d ago$2.76-1.1%
    Current$2.79
    Revenue Consensus
    $1.3B
    Range$1.2B - $1.3B
    8 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    		-$2.79---
    Sep 26EST
    		-$2.88---
    Jun 26
    		$3.17$2.92+8.56%Beat+13.2%
    Mar 26
    		$2.65$2.65+0.00%Beat+3.1%
    Dec 25
    		$2.51$2.50+0.40%Beat+5.0%
    Sep 25
    		$2.63$2.48+6.05%Beat+11.4%
    Jun 25
    		$2.80$2.63+6.46%Beat+6.1%
    Mar 25
    		$2.57$2.41+6.64%Beat+4.0%
    Dec 24
    		$2.39$2.21+8.14%Beat+6.7%
    Sep 24
    		$2.36$2.26+4.42%Beat-1.3%
    Jun 24
    		$2.64$2.51+5.18%Beat+12.3%
    Mar 24
    		$2.47$2.40+2.92%Beat+3.8%
    Dec 23
    		$2.24$2.11+6.16%Beat+9.3%
    Sep 23
    		$2.39$2.09+14.35%Beat+21.3%
    Jun 23
    		$2.35$2.17+8.29%Beat+16.3%
    Mar 23
    		$2.38$2.15+10.70%Beat+36.0%
    Dec 22
    		$2.05$1.67+22.75%Beat+40.4%
    Sep 22
    		$1.97$1.63+20.86%Beat+44.9%
    Jun 22
    		$2.02$1.66+21.69%Beat+40.3%
    Mar 22
    		$1.75$1.50+16.67%Beat+27.7%
    Dec 21
    		$1.46$1.08+35.19%Beat+49.0%
    Sep 21
    		$1.36$1.26+7.94%Beat+52.8%
    Jun 21
    		$1.44$1.15+25.22%Beat+80.0%
    Mar 21
    		$1.37$1.05+30.48%Beat+34.3%
    Dec 20
    		$0.98$0.77+27.27%Beat+1.0%
    Sep 20
    		$0.89$0.64+39.06%Beat-12.7%
    Jun 20
    		$0.80$0.69+15.94%Beat-21.6%
    Mar 20
    		$1.02$1.01+0.99%Beat-12.1%
    Dec 19
    		$0.97$0.95+2.11%Beat-2.0%
    Sep 19
    		$1.02$1.02+0.00%Beat-10.5%
    Jun 19
    		$1.02$1.17-12.82%Miss-1.0%
    Mar 19
    		$1.16$1.18-1.69%Miss+10.5%
    Dec 18
    		$0.99$1.06-6.60%Miss+28.6%
    Sep 18
    		$1.14$1.11+2.70%Beat+32.6%
    Jun 18
    		$1.03$1.00+3.00%Beat+32.1%
    Mar 18
    		$1.05$0.85+23.53%Beat+40.0%
    Dec 17
    		$0.77$0.71+8.45%Beat+26.2%
    Sep 17
    		$0.86$0.76+13.16%Beat+22.9%
    Jun 17
    		$0.78$0.78+0.00%Beat-
    Mar 17
    		$0.75$0.63+19.05%Beat-
    Dec 16
    		$0.61$0.59+3.39%Beat-
    Sep 16
    		$0.70$0.60+16.67%Beat-

    Dividends

    Dividend Metrics

    Yield0.61%
    Annual/Share$1.99
    Payout Ratio15.30%
    Frequency4
    Pay MonthsFeb, May, Aug, Nov

    Growth

    3Y CAGR+10.60%
    5Y CAGR+7.53%
    View AIT's full dividend history

    Key Metrics

    Valuation
    P/E Ratio29.55EV/EBITDA20.00x
    Price/FCF26.18xFCF Yield3.82%
    Profitability
    Profit Margin8.35%Operating Margin11.80%
    ROE22.40%ROIC18.34%
    Financial Health
    Debt/Equity0.20xInterest Coverage22.62x
    Current Ratio2.95xQuick Ratio1.97x
    Trading Statistics
    Beta0.85Avg Volume274.49K
    52-Week High$374.2752-Week Low$236.75

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$338.38
    SMA 20$347.72
    SMA 50$340.07
    SMA 200$294.48
    EMA 10$336.86
    EMA 20$341.31
    EMA 50$337.19
    EMA 200$303.27

    MACD

    Line: -3.21Signal: 0.65Hist: -3.86

    ADX

    ADX: 21.7+DI: 15.0-DI: 30.8

    Aroon & PSAR

    Aroon Up52.0
    Aroon Down96.0
    PSAR$357.38

    Bollinger Bands

    Upper Band$371.39
    Lower Band$324.06
    %B Position1361%(Upper)
    Band Width-0.00

    RSI (14-Day)

    Neutral
    35.6

    Momentum Oscillators

    Stoch %K8.3
    Stoch %D9.5
    Williams %R-90.1
    ROC (10d)-9.7%
    Momentum-34.90
    CCI (20d)-175.0
    MFI (14d)30.8

    Volatility Measures

    ATR (14d)$8.97(2.8%)
    StdDev (20d)11.83
    Hist Vol24.9%(Moderate)

    Volume Flow

    VWAP$322.43
    OBV-103.9K
    AD Line-27.8M
    CMF (20d)-0.264

    Volume Metrics

    Avg Vol (20d)280.0K
    Vol Ratio1.3x
    VWMA (20d)$347.01

    Pivot Points

    R3$358.71
    R2$349.83
    R1$336.03
    Pivot Point$327.15
    S1$313.34
    S2$304.46
    S3$290.66

    Advanced Oscillators

    TSI-10.38
    Ultimate Osc36.3
    KST2.71

    Financial Data

    QuarterMar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023Sep 2023Jun 2023
    Total Revenue$1.25B$1.16B$1.20B$1.22B$1.17B$1.07B$1.10B$1.16B$1.15B$1.08B$1.10B$1.16B
    Cost of Revenue$870.65M$809.69M$838.09M$849.99M$811.46M$744.95M$773.86M$804.44M$808.14M$760.06M$770.11M$819.51M
    Gross Profit$380.80M$353.33M$361.43M$374.74M$355.29M$328.05M$325.08M$356.24M$338.25M$317.09M$325.08M$338.56M
    Operating Expenses$242.88M$230.13M$232.40M$239.65M$225.89M$207.18M$211.91M$216.89M$217.04M$202.50M$204.40M$211.74M
    R&D$0$0$0$0$0$0$0$0$0$0$0$0
    SG&A$242.88M$230.13M$232.40M$239.65M$225.89M$207.18M$211.91M$216.89M$217.04M$202.50M$204.40M$211.74M
    Operating Income$137.93M$123.21M$129.03M$135.09M$129.40M$120.87M$113.17M$139.34M$121.21M$114.59M$120.68M$126.81M
    Interest Income$0$0$0$0$0$0$0$0$0$0$0$0
    Interest Expense$2.45M$942,000$993,000$18.92M$853,000$-936,000$-627,000$17.04M$265,000$1.92M$1.32M$7.35M
    Income Before Tax$135.13M$122.77M$128.59M$135.04M$127.28M$122.56M$116.08M$140.94M$122.67M$115.60M$118.93M$122.54M
    Income Tax Expense$35.36M$27.42M$27.78M$27.21M$27.48M$29.27M$24.02M$37.44M$25.45M$24.37M$25.10M$30.32M
    Net Income$99.77M$95.35M$100.81M$107.84M$99.80M$93.29M$92.06M$103.49M$97.22M$91.23M$93.83M$92.22M
    EBITDA$153.85M$140.43M$146.27M$153.03M$144.94M$135.12M$128.98M$153.45M$135.68M$130.82M$133.36M$140.02M
    EBIT$137.57M$123.71M$129.58M$136.37M$128.13M$121.63M$115.45M$140.26M$122.93M$117.52M$120.25M$126.74M
    * Some calculated fields are derived from available data when not provided by source

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    Government Contracts

    Gov Obligations (TTM)
    $2.19M
    Gov Obligations / Revenue
    0.0%
    Obligations YoY
    -49.0%
    Active Awards
    366
    New Awards (TTM)
    341
    Avg Remaining Term
    7.1 mo

    Top agency: Department of Defense at 66.1% of trailing twelve month obligations across 5 agencies

    Recent Awards

    Award IDAgencyObligatedStart
    SPE4A626PA268Department of DefenseDefense Logistics Agency$266600Jan 21, 2026
    6973GH26F00809Department of TransportationFederal Aviation Administration$210389May 13, 2026
    6973GH26F00734Department of TransportationFederal Aviation Administration$210389Apr 24, 2026
    6973GH26P02256Department of TransportationFederal Aviation Administration$105195Jul 13, 2026
    80NSSC26P0585National Aeronautics and Space AdministrationNational Aeronautics and Space Administration$93520May 1, 2026
    SPE4A626PF761Department of DefenseDefense Logistics Agency$61866Feb 17, 2026
    N6660426P0087Department of DefenseDepartment of the Navy$60470Jan 16, 2026
    75N99026P00013Department of Health and Human ServicesNational Institutes of Health$41486Jan 9, 2026
    SPE4A626P0508Department of DefenseDefense Logistics Agency$38959Oct 1, 2025
    SPE7L326P1392Department of DefenseDefense Logistics Agency$34888Dec 15, 2025

    Federal contract obligations are bookings recorded by the awarding agency, not recognized revenue. They can exceed 100% of revenue and can be negative when contracts are de-obligated. Source: USAspending.gov prime awards, data through Jul 31, 2026.

    News

    Applied Industrial Technologies Inc Stock Historical Valuations | XTER:AT4

    This page provides historical valuation data for Applied Industrial Technologies Inc (XTER:AT4), including its P/E and P/B ratios, market capitalization, and enterprise value. It also notes that GuruFocus has detected 6 medium warning signs for the stock and offers a free trial to access more detailed information.

    GuruFocus•8/23/26•
    Neutral

    Don't Ignore The Insider Selling In Applied Industrial Technologies

    The article warns against ignoring recent insider selling at Applied Industrial Technologies (AIT). Over the last year, insiders sold shares worth US$1.4 million, which is significantly more than their purchases, suggesting a potential lack of confidence in the company's near-term prospects. This selling activity might indicate that some insiders believe the stock is fully valued or that future growth could be challenged.

    Moomoo•8/23/26•
    Bearish

    Applied Industrial Technologies Inc (XTER:AT4) - Valuation Measures & Financial Statistics

    This page provides a comprehensive overview of Applied Industrial Technologies Inc (XTER:AT4), detailing its valuation measures, financial statistics, and various fundamental data points. It categorizes numerous financial metrics including valuation ratios, profitability indicators, price-related data, dividend information, income statement items, balance sheet figures, and cash flow details. The content is designed for investors and analysts to evaluate the company's financial health and performance.

    GuruFocus•8/23/26•
    Neutral

    Has Applied Industrial Technologies (AIT) Outpaced Other Industrial Products Stocks This Year?

    Applied Industrial Technologies (AIT) has outperformed its peers in the Industrial Products sector this year, with its stock gaining 32.6% compared to the sector's average of 16%. The company currently holds a Zacks Rank #2 (Buy), reflecting improving analyst sentiment. Idex (IEX) is another stock in the same sector and industry that has also shown strong performance.

    Eastern Progress•8/21/26•
    Bullish

    Applied Industrial exec exercises 7,700 rights | AIT Insider Trading

    Jason W. Vasquez, VP-Sales & Marketing-USSC at Applied Industrial Technologies Inc. (AIT), exercised 7,700 Stock Appreciation Rights on August 18, 2026. The exercise price was $53.87 per share. Following the transaction, 2,774 common shares were withheld to cover exercise costs and tax obligations, and Vasquez now holds 20,259 direct common shares and 885.459 indirect common shares through a Retirement Savings Plan.

    Stock Titan•8/20/26•
    Neutral

    Frequently Asked Questions About AIT

    What is AIT's current dividend yield?
    Applied Industrial Technologies (AIT) has a current dividend yield of 0.61%.
    Does AIT pay dividends?
    Yes, Applied Industrial Technologies pays dividends with a current yield of 0.61%.
    What is AIT's P/E ratio?
    Applied Industrial Technologies has a price-to-earnings (P/E) ratio of 29.55.
    What is AIT's market cap?
    Applied Industrial Technologies (AIT) has a market capitalization of $11.83B with a current stock price of $323.88.

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