Wholesale-Machinery, Equipment & Supplies · SIC 5080

APPLIED INDUSTRIAL TECHNOLOGIES INC

AIT

Watch

Latest revenue

$1.25B

as of 2026-03-31

Latest net income

$99.8M

as of 2026-03-31

Net margin

8.0%

as of 2026-03-31

7.1
of 10

ActaClear Score

Above avg
#2 of 6 in Wholesale-Machinery, Equipment & Supplies
-0.5 · 2d
Profitability·25%
7.3
Growth·15%
2.0
Value·20%
4.7
Quality·20%
10.0
Momentum·20%
10.0

Computed from 5 years of SEC fundamentals + latest market data, ranked within Wholesale-Machinery, Equipment & Supplies (6 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 7, 2026.

1.53
Price / FV

Fair value · DCF

Deeply overvalued
~35% downside at this growth
7.1% / yr
-5%30%
Terminal growthWACC 9.6% · 10y forecast
Current price
$315
DCF fair value
$206
FCF base (last FY)
$392.99M
Net debt
$183.88M

DCF: 10-year forecast of free cash flow, discounted at the company's WACC, with a Gordon-growth terminal at year 10. FCF is proxied by last fiscal-year net income (proper FCF needs CFO − CapEx by year, which we don't store yet). Drag the slider to test your own growth thesis — the dominant assumption in any DCF is what comes next, not what the math does with it. Beta defaults to 1.0 when not reported.

Community sentiment

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Price · 5Y

+27.4% / yr 7.7 pts / yr vs S&P 500 234.3% total
Compare:

Live market

delayed ≤15 min
$315.19
Market cap
$11.94B
Enterprise value
$12.16B
P/E (trailing)
30.4×
Forward P/E
P/B
6.42×
Dividend yield
0.6%
52-wk high
$317.10
52-wk low
$223.13
Beta
Shares out
37.9M

5-year trend

About AIT

Business description and risk factors will appear here once AIT's latest filing is fully ingested.

Profitability

Gross margin

30.3%

1.6%

Operating margin

10.9%

1.3%

Net margin

8.6%

0.0%

Return on equity

21.3%

6.7%

Return on assets

12.4%

5.3%

Leverage

Debt / equity

0.72×

3.5%

Long-term debt / equity

0.31×

8.4%

Debt / assets

41.9%

2.0%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$1.25B+7.3%$99.8M-0.0%8.0%

Q4 2025

2025-12-31

$1.16B+8.4%$95.3M+2.2%8.2%

Q3 2025

2025-09-30

$1.20B+9.2%$100.8M+9.5%8.4%

Q2 2025

2025-06-30

$1.22B+5.5%$107.8M+4.2%8.8%

Q1 2025

2025-03-31

$1.17B+1.8%$99.8M+2.7%8.6%

Q4 2024

2024-12-31

$1.07B-0.4%$93.3M+2.3%8.7%

Q3 2024

2024-09-30

$1.10B+0.3%$92.1M-1.9%8.4%

Q2 2024

2024-06-30

$1.16B$103.5M8.9%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Wholesale-Machinery, Equipment & Supplies · SIC 5080

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Insider activity

Insider buying

$0

Insider selling

$24.5M

Net activity

−$24.5M

Distinct insiders

5

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-05

Warren E Hoffner III

VP, General Mgr-Fluid Power

Sale4,000$306.35$1.2M
2026-05-05

Warren E Hoffner III

VP, General Mgr-Fluid Power

Sale4,000$305.72$1.2M
2026-02-26

Peter C Wallace

Director

Sale5,000$285.03$1.4M
2026-02-06

Warren E Hoffner III

VP, General Mgr-Fluid Power

Sale4,000$292.64$1.2M
2026-02-05

Warren E Hoffner III

VP, General Mgr-Fluid Power

Sale4,000$288.62$1.2M
2026-02-05

Jason W Vasquez

VP-Sales & Marketing-USSC

Sale5,447$287.87$1.6M
2026-02-04

Neil A Schrimsher

President and CEO

Sale8,634$284.49$2.5M
2026-02-04

Neil A Schrimsher

President and CEO

Sale1,740$285.39$496.6K
2026-02-04

Neil A Schrimsher

President and CEO

Sale2,996$286.45$858.2K
2026-02-04

Neil A Schrimsher

President and CEO

Sale4,544$287.51$1.3M
2026-02-04

Neil A Schrimsher

President and CEO

Sale1,293$288.29$372.8K
2025-08-22

Kurt W. Loring

VP-Chief HR Officer

Sale8,523$267.06$2.3M
2025-08-21

Jason W Vasquez

VP-Sales & Marketing-USSC

Sale2,019$259.22$523.4K
2025-08-21

Jason W Vasquez

VP-Sales & Marketing-USSC

Sale5,447$260.40$1.4M
2025-08-21

Neil A Schrimsher

President and CEO

Sale26,671$262.46$7.0M

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns AIT

Institutional value

$5.13B

Total shares held

20.5M

Distinct holders

378

As of

2026-03-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.3.8M$1.02BNew
2VANGUARD PORTFOLIO MANAGEMENT LLC2.1M$563.1MNew
3VANGUARD CAPITAL MANAGEMENT LLC1.7M$443.0MNew
4FIRST TRUST ADVISORS LP978.8K$259.7MNew
5DIMENSIONAL FUND ADVISORS LP721.2K$191.3MNew
6UBS Group AG512.5K$136.0MNew
7JPMORGAN CHASE & CO517.9K$133.6MNew
8Capital Research Global Investors492.8K$130.8MNew
9Boston Trust Walden Corp439.4K$116.6MNew
10Invesco Ltd.374.9K$99.5MNew
11Capital World Investors373.8K$99.2MNew
12Capital International Investors316.9K$84.1MNew
13FEDERATED HERMES, INC.301.8K$80.1MNew
14Bank of New York Mellon Corp290.3K$77.0MNew
15WESTFIELD CAPITAL MANAGEMENT CO LP289.2K$76.7MNew
16FRANKLIN RESOURCES INC273.1K$72.5MNew
17Allspring Global Investments Holdings, LLC259.8K$70.0MNew
18Fiera Capital Corp247.6K$65.7MNew
19VANGUARD FIDUCIARY TRUST CO231.1K$61.3MNew
20NEW YORK STATE COMMON RETIREMENT FUND180.0K$47.7MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once AIT's latest filing finishes processing.

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