AIT
Strong BuyPremium GrowerAI neutralApplied Industrial Technologies, Inc. · Industrials · United States · $12.2B
$334.58 -3.0% · close 7 Oct · scored 9 Oct
StockRank down 1.9 since 8 Oct.
Premium Grower: Strong business with the market behind it, priced at a premium.
Read our full research report on AIT (Jul 2026), freeDoes StockRank work? Each month we publish how every decile did, whichever way it went. See the record →
Applied Industrial Technologies distributes bearings, power transmission, fluid power and automation products to industrial customers across North America. It posted record fiscal fourth-quarter sales that beat forecasts, issued fiscal 2027 guidance and raised its intermediate financial targets, and it is buying back stock. It is a well-run business with steady returns, but distribution is a GDP-plus business that depends on US industrial activity, which slowed in August, and the shares already trade at a full multiple.
ABOUT APPLIED INDUSTRIAL TECHNOLOGIES, INC.
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Applied Industrial Technologies, Inc. is a leading North American distributor of industrial motion and control products, fluid power components, and related maintenance supplies, coupled with specialized technical services. The company's competitive advantage stems from its extensive product inventory, deep technical expertise, and vast distribution network, making it a critical MRO partner for a diverse industrial customer base.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 3.8B | 4.4B | 4.5B | 4.6B | 6.2% | 5.0B | 4.8B | 5.1B | 3.9% |
| EPS | 3.73 | 6.69 | 8.98 | 9.98 | 10.38 | 29.2% | 11.09 | 11.40 | 12.54 | 6.5% |
| Shares | — | 38.5M | 38.7M | 38.4M | 37.9M | -1.6% | 36.7M | — | — | — |
| Debt | — | 689.3M | 622.1M | 597.3M | 572.3M | -6.0% | 483.4M | — | — | — |
| Equity | — | 1.1B | 1.5B | 1.7B | 1.8B | 17.1% | — | — | — | — |
| Op CF | — | 187.6M | 344.0M | 371.4M | 492.4M | 37.9% | 484.1M | — | — | — |
| Inv CF | — | -35.7M | -60.8M | -95.4M | -318.8M | — | — | — | — | — |
| Fin CF | — | -223.0M | -126.9M | -156.5M | -245.6M | — | — | — | — | — |
Calmer than 81% of stocks we rank over the past year (26% a year).
How this is worked out
What it measures: day-to-day price moves over the past year, as a yearly figure, ranked against every stock we cover. Very calm under 20% a year, Calm 20 to 30%, Average 30 to 40%, Bumpy 40 to 55%, Very bumpy above that.
What we found: across about 13,500 stocks in 34 markets (2002 to 2025), past swings were a good guide to the next year's, and bumpier stocks fell further. How much further changed too much between eras to put a number on it.
Calm is not safe: a calm stock can still slide steadily.
Rules fixed before any data was fetched. Describes the chart, not a recommendation.
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of AIT are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| AIT | Applied Industrial Technologies, Inc.(you) | $12.2B | 82 | Strong Buy |
| MSM | MSC Industrial Direct Co., Inc. | $7.0B | 84 | Strong Buy |
| CNM | Core & Main, Inc. | $7.9B | 77 | Buy |
| WSO-B | Watsco, Inc. | $13.5B | 61 | Hold |
| WCC | WESCO International, Inc. | $17.8B | 63 | Hold |
| FAST | Fastenal Company | $58.5B | 82 | Strong Buy |
| DXPE | DXP Enterprises, Inc. | $3.0B | 76 | Buy |
| GWW | W.W. Grainger, Inc. | $59.8B | 73 | Buy |
| POOL | Pool Corporation | $6.1B | 55 | Hold |
| GIC | Global Industrial Company | $1.6B | 95 | Strong Buy |
Peer medians: ROE 8.9% · P/E 26.5x · Gross margin 29.2%
Company Deep Dive
Read the full research report: business segments breakdown, earnings transcripts review, management credibility analysis, competitive landscape, and scenarios.