Applied Industrial Technologies (AIT)
Distributes industrial motion components and engineers fluid-power, flow-control, and automation systems.
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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
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 14, 2026 | Industrial Alliance Securities | Target | Target: $390 | Target: $400 |
| Aug 14, 2026 | Oppenheimer | Reiterate | Rating: —Target: $350 | Target: $390 |
| Aug 14, 2026 | Robert W. Baird | Target | Target: $317 | Target: $400 |
| Aug 14, 2026 | Mizuho Securities | Target | Target: $355 | Target: $400 |
| Aug 14, 2026 | KeyBanc | Reiterate | Rating: —Target: $300 | Target: $420 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $127.1M · Total debt $483.4M · Total assets $3.01B · Shareholders' equity $1.86B
- Revenue
- $1.35B
- Operating income
- $142.7M
- Net income
- $118.6M
HistoryDividendAnnual yield
| Institutions | 98.10% | 36.00M shares | |
|---|---|---|---|
| 631 holders · as of Jun 30, 2026 | |||
| Insiders | 0.94% | 344.9K shares | |
| 16 holders · as of Aug 27, 2026 | |||
| Other | 0.96% | 351.8K shares | |
| remainder | |||
36.70M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 10.77% | 3.95M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.75% | 2.11M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.54% | 1.67M | as of Jun 30, 2026 |
AQR Capital Management LLCInstitution | 3.66% | 1.34M | as of Jun 30, 2026 |
State Street CorpInstitution | 3.34% | 1.23M | as of Jun 30, 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 |
- 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
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Applied Industrial Technologies | $326.37 | +1.87% | $11.84B | 29.3 | 27.2 | 2.4 | +10.5% |
| Genuine Parts | $129.75 | +2.61% | $17.43B | 526.9 | 16.2 | 0.7 | +6.0% |
| W.W. Grainger | $1,288.45 | +0.83% | $60.33B | 32.6 | 26.5 | 3.2 | +10.3% |
| DXP Enterprises | $192.10 | +2.08% | $2.92B | 33.2 | 26.7 | 1.4 | +15.6% |
| Fastenal | $49.76 | +0.21% | $56.97B | 42.1 | 36.9 | 6.5 | +14.7% |
| MSC Industrial Direct | $122.87 | +1.02% | $6.79B | 29.4 | 23.4 | 1.7 | +7.8% |
| Median | 33.2 | 26.5 | 1.7 | +10.3% |