Applied Industrial Technologies
Distributes industrial motion components and engineers fluid-power, flow-control, and automation systems.
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Profile
Supplies industrial motion components through Service Center and designs, integrates, and repairs fluid-power, flow-control, and automation systems through Engineered Solutions. A national service-center network pairs local inventory and customer support with specialized engineering, while acquisitions continue to broaden territory and technical capability.
Distributes bearings and other motion-control components while designing, integrating, and repairing fluid-power, flow-control, and factory-automation systems. Service Center supports maintenance and repair through local service centers; Engineered Solutions supplies technical systems and related engineering services.
Built around a national service-center network, the operating model combines local inventory and customer service with specialized engineering capability. Repeated acquisitions have expanded both territory and technical depth, adding automation, process-flow-control, hydraulics, pneumatics, electromechanical products, instrumentation, filtration, and fluid conveyance.
Demand depends on industrial customers maintaining production equipment and motion-control infrastructure. The two-segment structure also ties growth to integrating acquired distributors and technical-service businesses while preserving the local-service model.
Company facts
Key statistics
Year to date +24.1% · Average volume (30d) 255.4K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 14, 2026 | Industrial Alliance Securities | Target | $390 | $400 | |
| Aug 14, 2026 | Oppenheimer | Reiterate | Outperform | $350 | $390 |
| Aug 14, 2026 | Robert W. Baird | Target | $317 | $400 | |
| Aug 14, 2026 | Mizuho Securities | Target | $355 | $400 | |
| Aug 14, 2026 | KeyBanc | Reiterate | Overweight | $300 | $420 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 13, 2026Q4 FY26 | $2.92 | $3.17 | +8.6% | $1.29B | $1.35B | +4.7% | +1.51% |
| Apr 28, 2026Q3 FY26 | $2.63 | $2.65 | +0.8% | $1.23B | $1.25B | +2.2% | −1.55% |
| Jan 27, 2026Q2 FY26 | $2.48 | $2.51 | +1.2% | $1.17B | $1.16B | −0.8% | −2.32% |
| Oct 28, 2025Q1 FY26 | $2.48 | $2.63 | +6.0% | $1.19B | $1.20B | +1.0% | −1.52% |
Financial highlights
| 12 quarters | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.17B | $1.22B | $1.20B | $1.16B | $1.25B | $1.35B | |
| Gross profit | $355.3M | $374.7M | $361.4M | $336.6M | $380.8M | $427.9M | |
| Operating income | $129.4M | $135.1M | $129.0M | $139.8M | $137.9M | $142.7M | |
| Net income | $99.8M | $107.8M | $100.8M | $95.3M | $99.8M | $118.6M | |
| Diluted EPS | $2.57 | $2.80 | $2.63 | $2.51 | $2.65 | $3.16 | |
| Gross margin | 30.5% | 30.6% | 30.1% | 28.9% | 30.4% | 31.6% | |
| Operating margin | 11.1% | 11.0% | 10.8% | 12.0% | 11.0% | 10.5% |
Fiscal years (4-quarter sums)FY22 $3.81B · FY23 $4.41B · FY24 $4.48B · FY25 $4.56B · FY26 $4.97B
Revenue by product · Q4 FY26
Revenue by geography · Q4 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $127.1M · Total debt $483.4M · Total assets $3.01B · Shareholders' equity $1.86B
Dividends
Raised for 37 straight years — most recently to $0.51 from $0.46 in Feb 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 14, 2026 | Aug 14 | Aug 31 | $0.51 | |
| May 15, 2026 | May 15 | May 29 | $0.51 | |
| Feb 13, 2026 | Feb 13 | Feb 27 | $0.51 | raised from $0.46 |
| Nov 14, 2025 | Nov 14 | Nov 28 | $0.46 | |
| Aug 15, 2025 | Aug 15 | Aug 29 | $0.46 | |
| May 15, 2025 | May 15 | May 30 | $0.46 | |
| Feb 14, 2025 | Feb 14 | Feb 28 | $0.46 | raised from $0.37 |
| Nov 15, 2024 | Nov 15 | Nov 29 | $0.37 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 36.96M · Float 36.61M · 99.1% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 3.95M | 10.70% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 2.11M | 5.71% | 13F | Aug 13, 2026 |
| Vanguard Capital Management LLC | 1.67M | 4.51% | 13F | Aug 13, 2026 |
| AQR Capital Management LLC | 1.34M | 3.63% | 13F | Aug 14, 2026 |
| State Street Corp | 1.23M | 3.32% | 13F | Aug 7, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 26, 2026 | Peter C. Wallace | director | −1,904 | $340.45 |
| Aug 18, 2026 | David K. Wells | officer: Vice President-CFO & Treasurer | −1,812 | $355.10 |
| Jun 18, 2026 | Madhuri A. Andrews | director | −3,845 | $329.89 |
| May 5, 2026 | Warren E. III Hoffner | officer: VP, General Mgr-Fluid Power | −8,000 | $306.04 |
| Feb 26, 2026 | Peter C. Wallace | director | −5,000 | $285.03 |
Peers
- Genuine Parts
Closest broad-line rival through its Motion industrial business
- W.W. Grainger
Scaled MRO distributor with deep inventory and digital reach
- DXP Enterprises
Technical distributor spanning bearings, pumps, and supply-chain services
- Fastenal
Industrial-supply rival built around local and customer-site inventory
- MSC Industrial Direct
North American metalworking and MRO distribution specialist
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Applied Industrial Technologies | $329.11 | +2.18% | $11.91B | 29.4 | 26.9 | 2.4 | +10.5% |
| Genuine Parts | $139.42 | +1.46% | $18.96B | 573.0 | 17.1 | 0.8 | +6.0% |
| W.W. Grainger | $1,306.30 | +0.02% | $61.67B | 33.3 | 26.9 | 3.3 | +10.3% |
| DXP Enterprises | $185.92 | −0.02% | $2.88B | 32.8 | 25.9 | 1.3 | +15.6% |
| Fastenal | $50.06 | +0.56% | $57.12B | 42.2 | 37.3 | 6.5 | +14.7% |
| MSC Industrial Direct | $119.20 | 0.00% | $6.66B | 28.8 | 22.7 | 1.7 | +7.8% |
| Median | 33.3 | 25.9 | 1.7 | +10.3% |