Stocks Consumer discretionary AIT
NYSE · Consumer discretionaryApplied Industrial Technologies Inc (AIT)
Applied Industrial Technologies Inc brought in $5.1B of revenue over the twelve months to September 30, 2026, up 8.5% from a year earlier. Net income was $424.1M, a net margin of 8.4%. Operating cash flow minus capital spending left $460.5M of free cash flow in fiscal 2026. At September 30, 2026 it held $112.2M in cash against $282.3M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on October 27, 2026.
Key facts about Applied Industrial Technologies Inc
- Net worth
- Applied Industrial Technologies Inc has a market value (market cap) of $11B at the latest share price, and shareholders' equity of $1.9B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2026 revenue was $5B (+8.8% year on year), with net income of $414.5M. Over the 12 months to September 30, 2026: revenue $5.1B, net income $424.1M.
- Cash flow
- In fiscal 2026 operations brought in $484.1M of cash; after $23.6M of capital spending, free cash flow was $460.5M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on October 27, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Applied Industrial Technologies Inc's next report is expected around January 26, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
- Dividend
- Applied Industrial Technologies Inc paid dividends of $1.99 per share in fiscal 2026, a yield of 0.67% at the current price.
What Applied Industrial Technologies Inc does
Applied Industrial Technologies Inc is registered with the SEC under industry code SIC 5080 (Wholesale-Machinery, Equipment & Supplies). Its shares trade on NYSE under the ticker AIT.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2026 | $5B | $414.5M | $10.95 | $460.5M |
| 2025 | $4.6B | $393M | $10.12 | $465.2M |
| 2024 | $4.5B | $385.8M | $9.83 | $346.5M |
| 2023 | $4.4B | $346.7M | $8.84 | $317.5M |
| 2022 | $3.8B | $257.4M | $6.58 | $169.4M |
| 2021 | $3.2B | $144.8M | $3.68 | $225.8M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where AIT ranks in Consumer discretionary
Dividends
Applied Industrial Technologies Inc paid $1.99 per share in fiscal 2026. At the current price that is a yield of 0.67%. It paid out $72.6M in cash dividends, 18% of its net income.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2026 | $1.99 | $72.6M | 18% |
| 2025 | $1.66 | $63.7M | 16% |
| 2024 | $1.44 | $55.9M | 14% |
| 2023 | $1.38 | $53.4M | 15% |
| 2022 | $1.34 | $51.8M | 20% |
| 2021 | $1.30 | $50.7M | 35% |
Latest SEC filings
What Applied Industrial Technologies Inc has filed recently, newest first. Each links to the original document on SEC EDGAR.
- October 27, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 7.6% to $1.3B versus the same quarter last year; diluted EPS $2.97 versus $2.63.
- October 27, 2026
- October 23, 2026
- October 22, 2026
- September 10, 2026
- September 10, 2026Additional proxy material DEFA14A
- September 10, 2026Proxy statement DEF 14A
- August 14, 2026
- August 13, 2026Annual report 10-K · period to June 30, 2026Revenue rose 8.8% to $5B versus the prior year; diluted EPS $10.95 versus $10.12.
- August 13, 2026
What is AIT worth? A DCF from its reported cash flow
Insider trades
What the people running Applied Industrial Technologies Inc did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $1.3M worth of shares in the last 90 days and bought none on the open market.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| October 20, 2026 | Olosky MichaelDirector | Received as pay | 110 | - |
| September 30, 2026 | Wallace Peter CDirector | Received as payindirect | 4 | $1.4K |
| August 26, 2026 | Wallace Peter CDirector | Sold | 1,904 | $648.2K |
| August 18, 2026 | Wells David K.Vice President-CFO & Treasurer | Sold | 1,812 | $643.4K |
| August 18, 2026 | Vasquez Jason WVP-Sales & Marketing-USSC | Exercised options | 7,700 | $414.8K |
| August 18, 2026 | Vasquez Jason WVP-Sales & Marketing-USSC | Shares withheld for tax | 2,774 | $983K |
| August 11, 2026 | Wagner Richard MChief Accounting Officer | Received as pay | 215 | - |
| August 11, 2026 | Schrimsher Neil APresident and CEO, Director | Received as pay | 3,089 | - |
Who owns AIT
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Vanguard Portfolio Management13G, passive | 5.7% | April 28, 2026 |
| Vanguard Capital Management13G, passive | 5.24% | April 29, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 619 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 3,953,290 | +114,726 |
| Vanguard Portfolio Management LLC | 2,111,426 | -11,012 |
| Vanguard Capital Management LLC | 1,666,903 | -2,892 |
| Aqr Capital Management LLC | 1,343,397 | +423,786 |
| State Street Corp | 1,225,877 | +18,654 |
| First Trust Advisors LP | 1,007,223 | +28,383 |
| Geode Capital Management, LLC | 939,318 | +38,690 |
| Fuller & Thaler Asset Management, Inc. | 893,709 | +331,034 |
| Dimensional Fund Advisors LP | 720,985 | -264 |
| Wellington Management Group Llp | 631,562 | -122,998 |
| Norges Bank | 579,746 | new |
| Fmr LLC | 574,402 | +67,860 |
| Two Sigma Investments, LP | 519,066 | +28,913 |
| Alyeska Investment Group, L.P. | 503,070 | -99,697 |
| Massachusetts Financial Services Co | 491,374 | +191,778 |
| Capital Research Global Investors | 462,155 | -30,651 |
| Charles Schwab Investment Management Inc | 458,994 | -11,392 |
| Invesco Ltd. | 442,909 | +68,022 |
| Boston Trust Walden Corp | 427,345 | -12,091 |
| Jpmorgan Chase & Co | 430,495 | -87,415 |
Insiders
17 insiders reported holding 344,220 shares in total, about $102.9M at the last price.
| Holder | Shares |
|---|---|
| Schrimsher Neil APresident and CEO, Director | 136,893 |
| Hoffner Warren E IIIVP, General Mgr-Fluid Power | 41,775 |
| Wells David K.Vice President-CFO & Treasurer | 32,050 |
| Wallace Peter CDirector | 25,5372,678 held indirectly |
| Petrella Vincent KDirector | 21,694 |
| Vasquez Jason WVP-Sales & Marketing-USSC | 20,259 |
| Loring Kurt W.VP-Chief HR Officer | 19,992 |
| Raver Joe AnthonyDirector | 13,671 |
| Pagano Robert J JrDirector | 12,156 |
| Andrews Madhuri ADirector | 4,951 |
Questions about AIT
What does Applied Industrial Technologies Inc do?
Applied Industrial Technologies Inc is a company in the Consumer discretionary sector, listed on NYSE as AIT. Its shares trade on NYSE under the ticker AIT.
What is Applied Industrial Technologies Inc's net worth?
Applied Industrial Technologies Inc has a market value (market cap) of $11B at the latest share price, and shareholders' equity of $1.9B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Applied Industrial Technologies Inc profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $424.1M on revenue of $5.1B, a net margin of 8.4%.
How much revenue does Applied Industrial Technologies Inc make?
Over the twelve months to September 30, 2026 Applied Industrial Technologies Inc reported revenue of $5.1B. That is 8.5% more than a year earlier.
When did Applied Industrial Technologies Inc last report?
Its most recent periodic report is the quarterly report (10-Q) filed on October 27, 2026. It covers the period to September 30, 2026.
When is Applied Industrial Technologies Inc's next earnings report?
Applied Industrial Technologies Inc's next report is expected around January 26, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
Does Applied Industrial Technologies Inc pay a dividend?
Yes. Applied Industrial Technologies Inc paid dividends of $1.99 per share in fiscal 2026, a yield of 0.67% at the current price.
Similar companies
Compare AIT with
Follow AIT
Get an email when Applied Industrial Technologies Inc files with the SEC: results, executive changes, material agreements and annual reports.
Where the numbers come from
Financial figures are the values Applied Industrial Technologies Inc tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.