Applied Industrial Technologies, Inc. (AIT) Stock Analysis
Industrials · Industrial Distribution · NYSE
Applied Industrial Technologies, Inc. (AIT) posted $4.56B in revenue for fiscal 2025 (up 1.9% year over year), at a 8.6% net margin, and has compounded revenue about 7.1%/yr over five years, per its SEC filings.
Data last refreshed August 2, 2026 from SEC filings · how we compute this
The analyst's take on Applied Industrial Technologies, Inc.
Applied Industrial Technologies, Inc. has grown revenue from $21.48M to $4.56B over the last 10 fiscal years, compounding about 7.1% a year. The most recent year was up 1.9%, so growth has cooled from its longer-run pace.
Net margin sits at 8.6% on a 30.3% gross margin. It carries about $572.30M of total debt.
At today's valuation the market is pricing in roughly 10.8% annual free-cash-flow growth — versus the 11% it actually delivered over the last five years, broadly in line with what it has delivered.
Synthesised from Applied Industrial Technologies, Inc.'s SEC filings — descriptive, not advice. Ask the analyst your own question →
Applied Industrial Technologies, Inc. revenue & earnings — last 10 fiscal years
| Metric | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $21.48M | $2.59B | $3.07B | $3.47B | $3.25B | $3.24B | $3.81B | $4.41B | $4.48B | $4.56B |
| Gross profit | $707.42M | $737.70M | $884.00M | $1.01B | $937.74M | $935.52M | $1.11B | $1.29B | $1.34B | $1.38B |
| Net income | $29.58M | $133.91M | $141.63M | $143.99M | $24.04M | $144.76M | $257.41M | $346.74M | $385.76M | $392.99M |
| Net margin | 137.7% | 5.2% | 4.6% | 4.1% | 0.7% | 4.5% | 6.8% | 7.9% | 8.6% | 8.6% |
Source: Applied Industrial Technologies, Inc. SEC filings (10-K). 17 years of history available in the interactive view.
Applied Industrial Technologies, Inc.: no obvious red flags in the filings
Our deterministic scan of the filed statements — receivables vs sales, earnings vs cash, dilution, leverage and margins — didn't flag anything. Ask about the risks →
What growth is priced into AIT stock?
At today's market cap of $11.64B, Applied Industrial Technologies, Inc. is priced for free-cash-flow growth of about 10.8% per year for 10 years (assuming a 10% discount rate and 2.5% terminal growth, base FCF $465.20M from the FY ending 2025-06-30). For comparison, free cash flow actually grew 11%/yr over the last five fiscal years and revenue 7.1%/yr, computed from its SEC filings. This is a reverse DCF — a translation of the price into a growth assumption you can judge, not a fair value and not advice. Change the assumptions yourself in the interactive view →
Explore 17 years of Applied Industrial Technologies, Inc. financials — interactive
Full income statement, balance sheet and cash flow with CAGR and trend on every row, 48 quarters, valuation ratios, plain-English health checks, and Ask — our SEC-grounded research assistant.
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Applied Industrial Technologies, Inc. financial history by metric
Compare Applied Industrial Technologies, Inc. with peers
About Applied Industrial Technologies, Inc.
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.
Applied Industrial Technologies, Inc. — frequently asked questions
What is Applied Industrial Technologies, Inc.'s revenue?
Applied Industrial Technologies, Inc. (AIT) reported revenue of $4.56B for fiscal year 2025, up 1.9% from the prior year, according to its SEC filings.
Is Applied Industrial Technologies, Inc. profitable?
Yes. AIT earned net income of $392.99M in fiscal 2025, a net margin of 8.6%.
What is AIT's P/E ratio?
Applied Industrial Technologies, Inc. trades at a price-to-earnings ratio of about 29.7 based on the latest data in our nightly-refreshed cache.
How fast is Applied Industrial Technologies, Inc. growing?
AIT's revenue grew at roughly 7.1% per year over the last five fiscal years (compound annual growth rate), computed from SEC-filed statements.
How much debt does Applied Industrial Technologies, Inc. have?
As of fiscal year 2025, AIT carried roughly $572.30M in total debt (short- plus long-term borrowings), per its filed balance sheet.
What is Applied Industrial Technologies, Inc.'s gross margin?
AIT's gross margin was 30.3% in fiscal 2025 — gross profit of $1.38B on revenue of $4.56B.
What is Applied Industrial Technologies, Inc.'s market cap?
Applied Industrial Technologies, Inc. (AIT) has a market capitalization of about $11.64B, based on the latest data in our nightly-refreshed cache.
When does Applied Industrial Technologies, Inc.'s fiscal year end?
AIT's fiscal year ends in June. Its most recent annual filing covers the fiscal year ending 2025-06-30.
What growth is priced into AIT stock?
At today's market cap of $11.64B, Applied Industrial Technologies, Inc. is priced for free-cash-flow growth of about 10.8% per year for 10 years (assuming a 10% discount rate and 2.5% terminal growth, base FCF $465.20M from the FY ending 2025-06-30). For comparison, free cash flow actually grew 11%/yr over the last five fiscal years and revenue 7.1%/yr, computed from its SEC filings.
Where does this data come from?
All figures are computed from Applied Industrial Technologies, Inc.'s official SEC filings (10-K and 10-Q), covering 17 years of history, refreshed nightly. stockportfolio.pro does not provide investment advice.