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NYSE · Industrials

APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT)

As-reported financials and SEC filings for APPLIED INDUSTRIAL TECHNOLOGIES INC. The latest annual period is FY2026. The latest reported quarter is Q4 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About APPLIED INDUSTRIAL TECHNOLOGIES INC

Applied Industrial Technologies Inc distributes and provides technical solutions for industrial motion, power, control, and automation technologies. The company offers products such as industrial bearings, power transmission products, fluid power components, specialty flow control, and factory automation solutions, serving customers primarily in North America, Australia, New Zealand, and Singapore. It supports maintenance, repair, and operating needs as well as original equipment manufacturing and new system installations across various industrial markets.

Snapshot

Revenue
$4.97B
Revenue growth (YoY)
8.8%
Net income
$414.5M
Diluted EPS
$10.95
Gross margin
30.3%
Operating margin
11.1%
Net margin
8.3%
FCF margin
9.3%
ROE
22.3%
net income / fiscal-year-end equity
P/E
30.9×
trailing when available, otherwise FY EPS
Market cap
$12.42B
Long-term debt / equity
0.14×
non-current term debt only

Fundamentals are from SEC filings for FY2026, the latest annual period (ended June 30, 2026). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Applied Industrial Technologies

  • Revenue grew 8.8% to $5.0B in FY2026, faster than the 1.9% the year before.
  • Operating margin is 11.1% in FY2026, +1.7 pp against 9.4% in FY2022.
  • Most recent quarter Q4 FY2026: revenue $1.4B, up 10.4% from Q4 FY2025.
  • Free cash flow was $461M in FY2026, 9.3% of revenue.
  • Net income rose 5.5% to $415M in FY2026.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Applied Industrial Technologies’s fundamentals sit among the 684 Industrials companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin30.3%
55th percentile of 466
Operating margin11.1%
69th percentile of 605
Net margin8.3%
70th percentile of 645
FCF margin9.3%
68th percentile of 562
Revenue growth (YoY)+8.8%
64th percentile of 668
ROE22.3%
85th percentile of 600
P/E30.9×
63rd percentile of 434
Long-term debt / equity0.14×
21st percentile of 409
Short interest2.42d
34th percentile of 676

Applied Industrial Technologies’s return on equity of 22.3% ranks in the 85th percentile of the 600 Industrials companies reporting it.

No reported insider purchases (code P) in the last 90 days; 3 insider sales totaling $2.6M. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 2 of the superinvestors we track (plus 6 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
2
+6 quant / multi-strat
Initiated / added
4
1 new, 3 added
Reduced / exited
5
4 trimmed, 1 exited
Combined position
$749.7M
reported long value
InvestorAs ofPosition valueSharesChange
AQR Capital ManagementquantQ2 2026$451.6M1.3MAdded
Two Sigma InvestmentsquantQ2 2026$175.5M519.1KAdded
Millennium ManagementquantQ2 2026$65.9M194.9KReduced
Renaissance TechnologiesquantQ2 2026$24.4M72.1KNew
Gotham Asset ManagementQ2 2026$16.7M49.5KAdded
Point72 Asset ManagementquantQ2 2026$9.1M27.0KReduced
D. E. ShawquantQ2 2026$5.6M16.5KReduced
Bridgewater AssociatesQ2 2026$758,1322.2KReduced

No longer held by: Citadel Advisors (as of Q2 2026)

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
code P value
Sells (90d)
3
$2.6M
Reported activity
Net selling
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-08-26
filed 2026-08-27
Wallace Peter CDirectorSell1.9K$340.45$648K
2026-08-18
filed 2026-08-20
Wells David K.Vice President-CFO & TreasurerSell1.8K$355.10$643K
2026-06-18
filed 2026-06-22
Andrews Madhuri ADirectorSell3.8K$329.89$1.3M
2026-05-05
filed 2026-05-06
Hoffner Warren E IIIVP, General Mgr-Fluid PowerSell4.0K$306.35$1.2M
2026-05-05
filed 2026-05-06
Hoffner Warren E IIIVP, General Mgr-Fluid PowerSell4.0K$305.72$1.2M

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
648.1K
settled 2026-08-14
Change vs prior
-12.9%
vs previous settlement
Days to cover
2.42
at avg daily volume
Avg daily volume
267.5K
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-14648.1K-12.9%2.42
2026-07-31744.4K-4.2%2.62
2026-07-15777.0K+8.3%2.78
2026-06-30717.2K-12.4%2.00
2026-06-15818.7K+0.1%3.47
2026-05-29817.6K+6.4%4.02
2026-05-15768.3K+8.4%3.19
2026-04-30708.7K+13.0%2.38

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2026FY2025FY2024FY2023FY2022
Revenue$4.97B$4.56B$4.48B$4.41B$3.81B
Gross profit$1.51B$1.38B$1.34B$1.29B$1.11B
Operating income$549.5M$498.5M$495.8M$473.2M$357.9M
Net income$414.5M$393.0M$385.8M$346.7M$257.4M
Diluted EPS$10.95$10.12$9.83$8.84$6.58

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2026FY2025FY2024FY2023FY2022
Operating cash flow$484.1M$492.4M$371.4M$344.0M$187.6M
Capital expenditure$23.6M$27.2M$24.9M$26.5M$18.1M
Free cash flow$460.5M$465.2M$346.5M$317.5M$169.4M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q4 FY2026$1.35B10.4%$118.6M$3.17
Q3 FY2026$1.25B7.3%$99.8M$2.65
Q2 FY2026$1.16B8.4%$95.3M$2.51
Q1 FY2026$1.20B9.2%$100.8M$2.63
Q4 FY2025$1.22B5.5%$107.8M$2.80
Q3 FY2025$1.17B1.8%$99.8M$2.57
Q2 FY2025$1.07B-0.4%$93.3M$2.39
Q1 FY2025$1.10B0.3%$92.1M$2.36

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNYSE
SectorIndustrials
SIC industryWholesale-Machinery, Equipment & Supplies
Latest annual periodFY2026 (ended June 30, 2026)
Latest reported quarterQ4 FY2026 (ended June 30, 2026)
Oldest indexed filing2013
SEC CIK109563

Selected SEC filings

10-K2026-08-13
View on EDGAR →
10-Q2026-04-28
View on EDGAR →
10-Q2026-01-27
View on EDGAR →
10-Q2025-10-28
View on EDGAR →
8-K2026-08-14
View on EDGAR →
8-K2026-08-13
View on EDGAR →
8-K2026-06-25
View on EDGAR →
8-K2026-04-28
View on EDGAR →

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.