Overview Dividends

(AIT) Applied Industrial - Ratings and Ratios

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US03820C1053

Bearings, Power-Transmission, Fluid-Power, Automation, Motion-Control

Trading Companies & Distributors
Market Cap in USD: 10,019m

IPO / Inception: 1984-09-07
Return 12m vs S&P 500: -9.51%

EPS (Earnings per Share)

EPS CAGR: -43.31%
EPS Trend: -19.0%

Last SUE: -4.00
Qual. Beats: 0

Revenue

Rev. CAGR: 8.71%
Rev. Trend: 77.5%

Last SUE: 0.58
Qual. Beats: 0

Dividends

Dividend Yield	0.70%
Yield on Cost 5y	2.36%
Yield CAGR 5y	8.66%
Payout Consistency	95.6%
Payout Ratio	17.7%

Risk via 5d forecast
Volatility	24.3%
Value at Risk 5%th	38.4%
Relative Tail Risk	-3.89%

Reward TTM
Sharpe Ratio	0.25
Alpha	-13.17
CAGR/Max DD	1.13

Character TTM
Hurst Exponent	0.300
Beta	1.216
Beta Downside	1.114

Drawdowns 3y
Max DD	26.42%
Mean DD	6.49%
Median DD	5.27%

Description: AIT Applied Industrial January 04, 2026

Applied Industrial Technologies (NYSE:AIT) is a global distributor of motion, power, control, and automation solutions, operating across North America, Australia, New Zealand, Singapore, and Costa Rica. The business is split into two segments: the Service Center segment, which supplies bearings, power-transmission, fluid-power, and general maintenance products, and the Engineered Solutions segment, which designs, integrates, and services hydraulic/pneumatic systems, advanced automation, and machine-vision technologies for OEMs and industrial integrators.

Key operating metrics that analysts watch include FY 2023 revenue of roughly $4.5 billion, an adjusted EBITDA margin hovering around 9 %, and a return on invested capital (ROIC) near 12 %, reflecting the capital-light, high-turnover nature of the distribution model. Recent growth has been driven by rising demand for factory automation (U.S. manufacturing PMI above 55 in 2024) and a strategic acquisition of a robotics-integration firm in early 2024, which expanded AIT’s footprint in collaborative-robot solutions. The company’s exposure to cyclical sectors such as automotive and aerospace introduces downside risk if industrial production contracts, but its diversified end-market mix-including food processing, offshore, and downstream energy-provides a buffer.

For a deeper quantitative assessment, you may want to explore the ValueRay analysis of AIT to see how these drivers translate into forward-looking valuation metrics.

Piotroski VR‑10 (Strict, 0-10) 7.0

Net Income (401.7m TTM) > 0 and > 6% of Revenue (6% = 279.8m TTM)

FCFTA 0.14 (>2.0%) and ΔFCFTA 0.74pp (YES ≥ +1.0pp, WARN ≥ +0.5pp)

NWC/Revenue 27.18% (prev 29.69%; Δ -2.52pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp)

CFO/TA 0.15 (>3.0%) and CFO 484.0m > Net Income 401.7m (YES >=105%, WARN >=100%)

Net Debt (153.6m) to EBITDA (599.3m) ratio: 0.26 <= 3.0 (WARN <= 3.5)

Current Ratio 3.55 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active)

Outstanding Shares last Quarter (38.3m) change vs 12m ago -1.73% (target <= -2.0% for YES)

Gross Margin 30.44% (prev 29.81%; Δ 0.62pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0)

Asset Turnover 150.7% (prev 149.3%; Δ 1.45pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0)

Interest Coverage Ratio 39.20 (EBITDA TTM 599.3m / Interest Expense TTM 13.7m) >= 6 (WARN >= 3)

Altman Z'' 8.37

(A) 0.40 = (Total Current Assets 1.77b - Total Current Liabilities 497.8m) / Total Assets 3.19b

(B) 0.80 = Retained Earnings (Balance) 2.55b / Total Assets 3.19b

warn (B) unusual magnitude: 0.80 — check mapping/units

(D) 1.89 = Book Value of Equity 2.47b / Total Liabilities 1.30b

Total Rating: 8.37 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D)

ValueRay F-Score (Strict, 0-100) 77.64

1. Piotroski 7.0pt

2. FCF Yield 4.47%

3. FCF Margin 9.76%

4. Debt/Equity 0.30

5. Debt/Ebitda 0.26

6. ROIC - WACC (= 7.50)%

7. RoE 21.87%

8. Rev. Trend 77.50%

9. EPS Trend -18.99%

What is the price of AIT shares?

As of January 09, 2026, the stock is trading at USD 264.62 with a total of 234,539 shares traded.
Over the past week, the price has changed by +1.92%, over one month by +2.86%, over three months by +3.89% and over the past year by +7.08%.

Is AIT a buy, sell or hold?

Applied Industrial has received a consensus analysts rating of 4.63. Therefore, it is recommended to buy AIT.

Strong Buy: 6
Buy: 1
Hold: 1
Sell: 0
Strong Sell: 0

What are the forecasts/targets for the AIT price?

Issuer	Target	Up/Down from current
Wallstreet Target Price	304.2	14.9%
Analysts Target Price	304.2	14.9%
ValueRay Target Price	329.6	24.5%

AIT Fundamental Data Overview January 08, 2026

Market Cap USD = 10.02b (10.02b USD * 1.0 USD.USD)
P/E Trailing = 25.5674
P/E Forward = 25.5102
P/S = 2.1481
P/B = 5.3138
P/EG = 2.5518
Beta = 0.866
Revenue TTM = 4.66b USD
EBIT TTM = 535.7m USD
EBITDA TTM = 599.3m USD
Long Term Debt = 572.3m USD (from longTermDebt, last quarter)
Short Term Debt = 39.8m USD (from shortTermDebt, last fiscal year)
Debt = 572.3m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 153.6m USD (from netDebt column, last quarter)
Enterprise Value = 10.17b USD (10.02b + Debt 572.3m - CCE 418.7m)
Interest Coverage Ratio = 39.20 (Ebit TTM 535.7m / Interest Expense TTM 13.7m)
FCF Yield = 4.47% (FCF TTM 455.0m / Enterprise Value 10.17b)
FCF Margin = 9.76% (FCF TTM 455.0m / Revenue TTM 4.66b)
Net Margin = 8.61% (Net Income TTM 401.7m / Revenue TTM 4.66b)
Gross Margin = 30.44% ((Revenue TTM 4.66b - Cost of Revenue TTM 3.24b) / Revenue TTM)
Gross Margin QoQ = 30.13% (prev 30.60%)
Tobins Q-Ratio = 3.19 (Enterprise Value 10.17b / Total Assets 3.19b)
Interest Expense / Debt = 0.17% (Interest Expense 993.0k / Debt 572.3m)
Taxrate = 21.60% (27.8m / 128.6m)
NOPAT = 420.0m (EBIT 535.7m * (1 - 21.60%))
Current Ratio = 3.55 (Total Current Assets 1.77b / Total Current Liabilities 497.8m)
Debt / Equity = 0.30 (Debt 572.3m / totalStockholderEquity, last quarter 1.88b)
Debt / EBITDA = 0.26 (Net Debt 153.6m / EBITDA 599.3m)
Debt / FCF = 0.34 (Net Debt 153.6m / FCF TTM 455.0m)
Total Stockholder Equity = 1.84b (last 4 quarters mean from totalStockholderEquity)
RoA = 12.61% (Net Income 401.7m / Total Assets 3.19b)
RoE = 21.87% (Net Income TTM 401.7m / Total Stockholder Equity 1.84b)
RoCE = 22.23% (EBIT 535.7m / Capital Employed (Equity 1.84b + L.T.Debt 572.3m))
RoIC = 17.43% (NOPAT 420.0m / Invested Capital 2.41b)
WACC = 9.93% (E(10.02b)/V(10.59b) * Re(10.49%) + D(572.3m)/V(10.59b) * Rd(0.17%) * (1-Tc(0.22)))
Discount Rate = 10.49% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -1.32%
[DCF Debug] Terminal Value 73.01% ; FCFE base≈435.8m ; Y1≈511.5m ; Y5≈778.1m
Fair Price DCF = 236.0 (DCF Value 8.90b / Shares Outstanding 37.7m; 5y FCF grow 18.50% → 3.0% )
EPS Correlation: -18.99 | EPS CAGR: -43.31% | SUE: -4.0 | # QB: 0
Revenue Correlation: 77.50 | Revenue CAGR: 8.71% | SUE: 0.58 | # QB: 0
EPS next Quarter (2026-03-31): EPS=2.74 | Chg30d=+0.001 | Revisions Net=+1 | Analysts=8
EPS current Year (2026-06-30): EPS=10.67 | Chg30d=+0.000 | Revisions Net=+6 | Growth EPS=+5.5% | Growth Revenue=+6.5%
EPS next Year (2027-06-30): EPS=11.59 | Chg30d=+0.000 | Revisions Net=+5 | Growth EPS=+8.6% | Growth Revenue=+5.3%

Additional Sources for AIT Stock

News: Wall Street Journal | Benzinga | Yahoo Finance
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Fund Manager Positions: Dataroma | Stockcircle