Applied Industrial Technologies, Inc.(AIT)

$333.47—Stale · unknown old

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Applied Industrial Technologies, Inc.(AIT)

NYSE • Last print unknown ago

$333.47—Stale · unknown old

Ask SA Chart Studio

AIT(AIT)

AIT

9/23/26

Applied Industrial Technologies (AIT)

Wednesday

6:55 PM

ThesisThe recent acquisition and strong backlog growth signal a positive outlook for revenue and market expansion, enhancing investor confidence.

Revenue Outlook

Metric	FY2026	FY2027E	FY2028E
Revenue	$5.0B	$5.3B	$5.6B
Rev. Growth	+8.8%	+5.9%	+5.8%
EPS	$11.09	$12.03	$13.23
EPS Growth	+8.1%	+8.5%	+9.9%
P/E (fwd)	30.1×	27.7×	25.2×

★ Analysts see FY2027 revenue reaching $5.3B — +5.9% growth in a single year.

What’s Driving the Stock

01Recent acquisition of a regional distributor expected to increase market share by 15% in the Midwest.
02Introduction of a new line of energy-efficient hydraulic systems projected to boost fluid power sales by 10% YoY.
03Cost reduction initiatives expected to improve gross margins by 150 basis points over the next year.
04Strong backlog growth of 20% YoY in the bearings segment indicates robust demand.
05Sustainability initiatives in industrial operations
06Digital transformation in supply chain management
07Demand for industrial products driven by manufacturing activity in North America
08Fluctuations in commodity prices affecting customer purchasing behavior

FY2026 Snapshot

Revenue: $5.0B
Rev. Growth: +8.8%
Gross Margin: 30.3%
Op. Margin: 11.1%
Net Margin: 8.3%
Net Income: $415M
NI Growth: +5.5%
EPS: $11.09
1Y Return: +26.5%

AIT Chart

My Notes

"Management highlighted, 'Our strategic acquisitions and innovative product lines position us well for continued growth in a recovering industrial landscape.'"
Moat: AIT's competitive advantage lies in its technical expertise and customer service, which are difficult for competitors to replicate.
value - AIT's strong ROE (21.6%) and low debt levels make it appealing for value-oriented investors.
Moderate sensitivity to interest rates as higher rates can increase borrowing costs for customers…
Watch on earnings: INDPRO, DCOILWTICO, UMCSENT.

One Sentence Summary:

The bull case is simple: analysts see revenue climbing from $5.3B to $5.6B as recent acquisition of a regional distributor expected to increase market share by 15% in the midwest.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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Metric

FY2026

FY2027E

FY2028E

P/E (fwd)

30.1×

27.7×

25.2×

What’s Driving the Stock

01Recent acquisition of a regional distributor expected to increase market share by 15% in the Midwest.

02Introduction of a new line of energy-efficient hydraulic systems projected to boost fluid power sales by 10% YoY.

03Cost reduction initiatives expected to improve gross margins by 150 basis points over the next year.

04Strong backlog growth of 20% YoY in the bearings segment indicates robust demand.

05Sustainability initiatives in industrial operations

06Digital transformation in supply chain management

07Demand for industrial products driven by manufacturing activity in North America

08Fluctuations in commodity prices affecting customer purchasing behavior

My Notes

"Management highlighted, 'Our strategic acquisitions and innovative product lines position us well for continued growth in a recovering industrial landscape.'"

Moat: AIT's competitive advantage lies in its technical expertise and customer service, which are difficult for competitors to replicate.

value - AIT's strong ROE (21.6%) and low debt levels make it appealing for value-oriented investors.

Moderate sensitivity to interest rates as higher rates can increase borrowing costs for customers…

Watch on earnings: INDPRO, DCOILWTICO, UMCSENT.