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    Applied Industrial Technologies (AIT)

    Official site

    INDUSTRIALS • INDUSTRIAL DISTRIBUTION • NYSE

    $333.72
    -1.28 (-0.38%)

    Market Cap: $12.14B

    Last updated: Oct 16, 2026 at 5:00 PM ET

    Earnings

    Performance (10Y)

    Beat Rate
    92%(36/39)
    Avg Surprise
    +10.43%
    Streak
    28 Q

    Upcoming Estimates

    Period ending Sep 30, 2026
    EPS Consensus$2.89
    Range$2.85 - $2.95
    8 analysts
    EPS Revisions
    3
    0
    7d
    3
    0
    30d
    EPS Estimate DriftChange to current
    90d ago$2.84+1.6%
    60d ago$2.88+0.1%
    30d ago$2.88+0.1%
    7d ago$2.88+0.1%
    Current$2.89
    Revenue Consensus
    $1.3B
    Range$1.3B - $1.3B
    7 analysts
    Period ending Dec 31, 2026
    EPS Consensus$2.79
    Range$2.74 - $2.84
    8 analysts
    EPS Revisions
    3
    0
    7d
    3
    1
    30d
    EPS Estimate DriftChange to current
    90d ago$2.78+0.3%
    60d ago$2.76+1.2%
    30d ago$2.76+1.2%
    7d ago$2.790.0%
    Current$2.79
    Revenue Consensus
    $1.3B
    Range$1.2B - $1.3B
    8 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    		-$2.79---
    Sep 26EST
    		-$2.89---
    Jun 26
    Reported Aug 13
    		$3.17$2.92+8.56%Beat+13.2%
    Mar 26
    Reported Apr 28
    		$2.65$2.65+0.00%Beat+3.1%
    Dec 25
    Reported Jan 27
    		$2.51$2.50+0.40%Beat+5.0%
    Sep 25
    Reported Oct 28
    		$2.63$2.48+6.05%Beat+11.4%
    Jun 25
    Reported Aug 14
    		$2.80$2.63+6.46%Beat+6.1%
    Mar 25
    Reported May 1
    		$2.57$2.41+6.64%Beat+4.0%
    Dec 24
    Reported Jan 29
    		$2.39$2.21+8.14%Beat+6.7%
    Sep 24
    Reported Oct 24
    		$2.36$2.26+4.42%Beat-1.3%
    Jun 24
    Reported Aug 15
    		$2.64$2.51+5.18%Beat+12.3%
    Mar 24
    Reported Apr 25
    		$2.47$2.40+2.92%Beat+3.8%
    Dec 23
    Reported Jan 25
    		$2.24$2.11+6.16%Beat+9.3%
    Sep 23
    Reported Oct 26
    		$2.39$2.09+14.35%Beat+21.3%
    Jun 23
    Reported Aug 10
    		$2.35$2.17+8.29%Beat+16.3%
    Mar 23
    Reported Apr 27
    		$2.38$2.15+10.70%Beat+36.0%
    Dec 22
    Reported Jan 26
    		$2.05$1.67+22.75%Beat+40.4%
    Sep 22
    Reported Oct 27
    		$1.97$1.63+20.86%Beat+44.9%
    Jun 22
    Reported Aug 11
    		$2.02$1.66+21.69%Beat+40.3%
    Mar 22
    Reported Apr 28
    		$1.75$1.50+16.67%Beat+27.7%
    Dec 21
    Reported Jan 27
    		$1.46$1.08+35.19%Beat+49.0%
    Sep 21
    Reported Oct 27
    		$1.36$1.26+7.94%Beat+52.8%
    Jun 21
    Reported Aug 17
    		$1.44$1.15+25.22%Beat+80.0%
    Mar 21
    Reported Apr 29
    		$1.37$1.05+30.48%Beat+34.3%
    Dec 20
    Reported Jan 28
    		$0.98$0.77+27.27%Beat+1.0%
    Sep 20
    Reported Oct 28
    		$0.89$0.64+39.06%Beat-12.7%
    Jun 20
    Reported Aug 12
    		$0.80$0.69+15.94%Beat-21.6%
    Mar 20
    Reported Apr 30
    		$1.02$1.01+0.99%Beat-12.1%
    Dec 19
    Reported Jan 23
    		$0.97$0.95+2.11%Beat-2.0%
    Sep 19
    Reported Oct 30
    		$1.02$1.02+0.00%Beat-10.5%
    Jun 19
    Reported Aug 14
    		$1.02$1.17-12.82%Miss-1.0%
    Mar 19
    Reported Apr 26
    		$1.16$1.18-1.69%Miss+10.5%
    Dec 18
    Reported Jan 24
    		$0.99$1.06-6.60%Miss+28.6%
    Sep 18
    Reported Oct 31
    		$1.14$1.11+2.70%Beat+32.6%
    Jun 18
    Reported Aug 10
    		$1.03$1.00+3.00%Beat+32.1%
    Mar 18
    Reported Apr 26
    		$1.05$0.85+23.53%Beat+40.0%
    Dec 17
    Reported Jan 25
    		$0.77$0.71+8.45%Beat+26.2%
    Sep 17
    Reported Oct 25
    		$0.86$0.76+13.16%Beat-
    Jun 17
    Reported Aug 11
    		$0.78$0.78+0.00%Beat-
    Mar 17
    Reported Apr 27
    		$0.75$0.63+19.05%Beat-
    Dec 16
    Reported Jan 26
    		$0.61$0.59+3.39%Beat-

    Dividends

    Dividend Metrics

    Forward Yield0.61%
    Forward Annual Dividend$2.04
    Payout Ratio15.09%
    FrequencyQuarterly
    Pay MonthsFeb, May, Aug, Nov

    Growth

    3Y CAGR+10.60%
    5Y CAGR+7.53%
    AIT dividend history and ex-dividend datesRun AIT in the free DRIP calculator

    Key Metrics

    Valuation
    P/E Ratio30.45EV/EBITDA20.03x
    Price/FCF26.59xFCF Yield3.76%
    Profitability
    Profit Margin8.35%Operating Margin11.80%
    ROE22.40%ROIC19.80%
    Financial Health
    Debt/Equity0.14xInterest Coverage31.76x
    Current Ratio2.58xQuick Ratio1.75x
    Trading Statistics
    Beta0.85Avg Volume277.84K
    52-Week High$374.2752-Week Low$237.56

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$337.17
    SMA 20$334.39
    SMA 50$335.52
    SMA 200$306.21
    EMA 10$334.93
    EMA 20$334.08
    EMA 50$333.05
    EMA 200$310.24

    MACD

    Line: 1.03Signal: 1.25Hist: -0.22

    ADX

    ADX: 17.3+DI: 20.8-DI: 19.6

    Aroon & PSAR

    Aroon Up68.0
    Aroon Down16.0
    PSAR$346.45

    Bollinger Bands

    Upper Band$347.02
    Lower Band$321.76
    %B Position756%(Upper)
    Band Width0.47

    RSI (14-Day)

    Neutral
    50.0

    Momentum Oscillators

    Stoch %K21.7
    Stoch %D22.9
    Williams %R-75.0
    ROC (10d)-1.7%
    Momentum-5.67
    CCI (20d)-24.7
    MFI (14d)64.8

    Volatility Measures

    ATR (14d)$7.70(2.3%)
    StdDev (20d)6.32
    Hist Vol20.7%(Moderate)

    Volume Flow

    VWAP$332.38
    OBV3.8M
    AD Line-24.8M
    CMF (20d)0.194

    Volume Metrics

    Avg Vol (20d)275.3K
    Vol Ratio0.8x
    VWMA (20d)$332.69

    Pivot Points

    R3$349.64
    R2$344.33
    R1$339.66
    Pivot Point$334.35
    S1$329.68
    S2$324.37
    S3$319.70

    Advanced Oscillators

    TSI4.22
    Ultimate Osc46.2
    KST22.62

    Financial Data

    QuarterJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023Sep 2023
    Total Revenue$1.35B$1.25B$1.16B$1.20B$1.22B$1.17B$1.07B$1.10B$1.16B$1.15B$1.08B$1.10B
    Cost of Revenue$941.47M$870.65M$809.69M$838.09M$849.99M$811.46M$744.95M$773.86M$804.44M$808.14M$760.06M$770.11M
    Gross Profit$411.22M$380.80M$353.33M$361.43M$374.74M$355.29M$328.05M$325.08M$356.24M$338.25M$317.09M$325.08M
    Operating Expenses$251.91M$242.88M$230.13M$232.40M$239.65M$225.89M$207.18M$211.91M$216.89M$217.04M$202.50M$204.40M
    R&D$0$0$0$0$0$0$0$0$0$0$0$0
    SG&A$251.91M$242.88M$230.13M$232.40M$239.65M$225.89M$207.18M$211.91M$216.89M$217.04M$202.50M$204.40M
    Operating Income$159.31M$137.93M$123.21M$129.03M$135.09M$129.40M$120.87M$113.17M$139.34M$121.21M$114.59M$120.68M
    Interest Income$0$0$0$0$0$0$0$0$0$0$0$0
    Interest Expense$13.00M$2.45M$942,000$993,000$18.92M$853,000$-936,000$-627,000$17.04M$265,000$1.92M$1.32M
    Income Before Tax$157.79M$135.13M$122.77M$128.59M$135.04M$127.28M$122.56M$116.08M$140.94M$122.67M$115.60M$118.93M
    Income Tax Expense$39.19M$35.36M$27.42M$27.78M$27.21M$27.48M$29.27M$24.02M$37.44M$25.45M$24.37M$25.10M
    Net Income$118.60M$99.77M$95.35M$100.81M$107.84M$99.80M$93.29M$92.06M$103.49M$97.22M$91.23M$93.83M
    EBITDA$177.61M$153.85M$140.43M$146.27M$153.03M$144.94M$135.12M$128.98M$153.45M$135.68M$130.82M$133.36M
    EBIT$161.34M$137.57M$123.71M$129.58M$136.37M$128.13M$121.63M$115.45M$140.26M$122.93M$117.52M$120.25M
    * 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

    Mizuho cuts target for Applied Industrial Technologies stock to USD 390.00

    Mizuho has lowered its price target for Applied Industrial Technologies (AIT) stock from USD 400.00 to USD 390.00...

    ad-hoc-news.de•10/15/26•Somewhat-Bearish

    Here's Why Investors Should Consider Investing in Applied Industrial Stock

    Applied Industrial Technologies (AIT) is a strong investment candidate due to its business strength, strategic acquisitions, and focus on operational excellence. The company has seen significant stock growth...

    TradingView•10/14/26•Bullish

    Applied Industrial Technologies, Inc. (AIT) Stock Price, News, Quote & History

    This Yahoo Finance page provides comprehensive financial data for Applied Industrial Technologies, Inc. (AIT), including its stock price, historical data, analyst ratings...

    Yahoo! Finance Canada•10/14/26•Somewhat-Bullish

    (AIT) and the Role of Price-Sensitive Allocations

    This article provides a detailed analysis of Applied Industrial Technologies Inc. (NYSE: AIT), highlighting weak near-term sentiment but strong mid and long-term outlooks. It presents AI-generated institutional trading...

    Stock Traders Daily•10/9/26•Somewhat-Bearish

    Here’s How Much You Would Have Made Owning Applied Industrial Techs Stock In The Last 20 Years

    Applied Industrial Technologies (NYSE: AIT) has consistently outperformed the market over the last two decades...

    Benzinga•10/8/26•Bullish

    AIT Valuation and Fair Value

    P/E
    30.4x
    Forward P/E
    27.8x
    EV/EBITDA
    20.0x
    P/FCF
    26.6x
    PEG
    2.8x
    P/B
    6.6x
    See GNG's fair value

    AIT Profitability: Margins, ROIC and FCF

    Gross margin
    30.3%
    Operating margin
    11.8%
    Net margin
    8.3%
    ROIC
    19.8%
    ROE
    22.4%
    FCF margin
    9.3%
    FCF yield
    3.8%

    AIT Competitors

    CompanyTicker
    Watsco IncWSO
    Grupo Aeroportuario del Pacifico SAB De CV ADRPAC
    BWX Technologies IncBWXT
    Embraer SA ADRERJ
    Lennox International IncLII
    Watts Water Technologies IncWTS
    Sterling Infrastructure, Inc.STRL
    Crane CompanyCR

    Sector: Industrials

    AIT Analyst Ratings

    Consensus
    Buy
    Analysts
    8
    Strong Buy
    0
    Buy
    6
    Hold
    2
    Sell
    0
    Strong Sell
    0

    AIT Bull Case vs Bear Case

    Bull case

    • AIT earns a 19.8% return on invested capital.
    • AIT beat EPS estimates in 87.5% of its last 8 reported quarters.
    • AIT grew quarterly revenue 10.4% year over year.

    AIT Earnings: Beat Rate and Next Report

    Beat rate
    7 of 8 quarters (87.5%)
    Average surprise
    5.1%
    EPS estimate (fiscal period ending Sep 30, 2026)
    $2.89
    Estimate revisions (30 days, fiscal period ending Sep 30, 2026)
    3 up, 0 down

    AIT Dividend

    Forward yield
    0.6%
    Payout ratio
    15.1%
    3Y DPS growth
    10.6%
    5Y DPS growth
    7.5%
    Pay months
    Feb, May, Aug, Nov
    AIT dividend history

    Frequently Asked Questions About AIT

    What is AIT's current dividend yield?

    Applied Industrial Technologies (AIT) has a forward dividend yield of 0.61%.

    Does AIT pay dividends?

    Yes, Applied Industrial Technologies pays dividends with a forward dividend yield of 0.61%.

    What is AIT's P/E ratio?

    Applied Industrial Technologies has a price-to-earnings (P/E) ratio of 30.45.

    What is AIT's market cap?

    Applied Industrial Technologies (AIT) has a market capitalization of $12.14B with a current stock price of $333.72.

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