Stock Fundamentals

Company Information

Company Name
Applied Industrial Technologies
Sector
Industrials
Industry
Industrial Distribution
Exchange
NYSE
ISIN: US03820C1053
CIK: 0000109563
CUSIP: 074005208
Currency: USD
Full Time Employees: 6,859
Phone: 216 426 4000
Fiscal Year End: June
IPO Date: Sep 07, 1984
Description:

Applied Industrial Technologies, Inc. distributes industrial motion, power, control, and automation technology solutions in the United States, Canada, Mexico, Australia, New Zealand, Singapore, and Costa Rica. It operates in two segments, Service Center and Engineered Solutions. The Service Center segment distributes industrial bearings, power transmission, fluid power components and systems, specialty flow control, and advanced factory automation solutions, as well as general maintenance products; and motors, belting, drives, couplings, pumps, linear motion, hydraulic and pneumatic components, filtration supplies, hoses, and other related supplies. It also installs, modifies, and repairs conveyor belts and rubber linings, as well as hose assemblies. The Engineered Solutions segment is involved in distributing, engineering, designing, integrating, and repairing hydraulic and pneumatic fluid power technologies, engineered flow control products and services, and automation technologies; and provision of fluid power and industrial flow control products. Its fluid power products and solutions are used in off-highway mobile equipment, stationary industrial equipment and machines, marine and offshore equipment, factory automation, food processing equipment, packaging operations, and downstream energy process systems. This segment also offers pumps, valves, fittings, hoses, process instrumentation, actuators, and filtration supplies; and advanced automation technologies for the design, engineering, assembly, integration, and distribution of machine vision, collaborative robots, mobile robots, radio-frequency identification, industrial networking, motion control, and machine learning technologies for OEMs, machine builders, integrators, and other industrial and technology sectors. The company was formerly known as Bearings, Inc. and changed its to name to Applied Industrial Technologies, Inc. in 1997. The company was founded in 1923 and is headquartered in Cleveland, Ohio.

Address:

1 Applied Plaza, Cleveland, OH, United States, 44115

Directors & Officers

Name Title Year Born
Mr. Neil A. Schrimsher President, CEO & Director 1964
Mr. David K. Wells VP, CFO, & Treasurer 1963
Mr. Kurt W. Loring VP & Chief Human Resource Officer 1969
Mr. Richard M. Wagner Chief Accounting Officer & Controller 1968
Mr. Ryan Dale Cieslak Vice President of Investor Relations & Treasury NA
Mr. Jon S. Ploetz J.D. VP, General Counsel & Secretary 1973
Ms. Julie A. Kho Manager of Corporate Communications & Public Relations NA
Joe Mangiapane Managing Director of Australia & New Zealand NA
Mike R. Allen President of Applied Industrial Technologies, LP - Canada NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Feb 05, 2026 Jason W Vasquez N/A Sale 5.45K $287.87 $1.57M
Feb 05, 2026 Warren E Hoffner III N/A Sale 4.00K $288.62 $1.15M
Feb 04, 2026 Neil A Schrimsher N/A Sale 19.21K $285.85 $5.49M
Feb 04, 2026 Markwayne Mullin N/A Sale N/A $289.95 N/A
Dec 18, 2025 Markwayne Mullin N/A Sale N/A $259.45 N/A
Aug 22, 2025 Kurt W Loring N/A Sale 8.52K $267.06 $2.28M
Aug 21, 2025 Jason W Vasquez N/A Sale 7.47K $260.08 $1.94M
Aug 21, 2025 Neil A Schrimsher N/A Sale 26.67K $262.46 $7.00M

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Vanguard Group Inc 4.08M Dec 31, 2025 11.03% $0.02 -1.21%
BlackRock Inc 3.84M Mar 31, 2026 10.39% $0.02 2.31%
State Street Corp 1.21M Mar 31, 2026 3.27% $0.01 1.53%
First Trust Advisors L.P. 978.84K Mar 31, 2026 2.65% $0.19 34.29%
AQR Capital Management LLC 919.61K Mar 31, 2026 2.49% $0.11 113.40%
Geode Capital Management, LLC 900.63K Mar 31, 2026 2.44% $0.01 31.07%
Wellington Management Company LLP 754.56K Mar 31, 2026 2.04% $0.04 -2.81%
Dimensional Fund Advisors, Inc. 721.25K Mar 31, 2026 1.95% $0.04 -0.34%
Alyeska Investment Group, L.P. 602.77K Mar 31, 2026 1.63% $0.45 15.99%
CI Private Wealth LLC 588.51K Dec 31, 2025 1.59% $0.00 22,569.80%
Fuller & Thaler Asset Management Inc 562.68K Mar 31, 2026 1.52% $0.50 -50.85%
JPMorgan Chase & Co 517.91K Mar 31, 2026 1.40% $0.01 -4.00%
UBS Group AG 512.52K Mar 31, 2026 1.39% $0.02 228.81%
FMR Inc 506.54K Mar 31, 2026 1.37% $0.01 -8.47%
Capital Research Global Investors 492.81K Mar 31, 2026 1.33% $0.02 52.76%
Two Sigma Investments LLC 490.15K Mar 31, 2026 1.33% $0.10 70.92%
NORGES BANK 486.99K Dec 31, 2025 1.32% $0.01 5.57%
Charles Schwab Investment Management Inc 470.39K Mar 31, 2026 1.27% $0.02 4.07%
BTIM Corp 439.44K Mar 31, 2026 1.19% $0.96 -9.22%
T. Rowe Price Associates, Inc. 379.77K Mar 31, 2026 1.03% $0.01 47.23%

Shares Statistics

Shares Outstanding: 36.96M
Shares Float: 36.61M
% Insiders: 73.30%
% Institutions: 9,849.70%
Short % Float: 2.39%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Core S&P Mid-Cap ETF 1.26M 3.42% ▼ 0.05% Apr 30, 2026
2 Vanguard Total Stock Mkt Idx Inv 1.18M 3.20% ▲ 0.22% Apr 30, 2026
3 Vanguard Small Cap Index 859.39K 2.33% ▼ 0.21% Apr 30, 2026
4 American Funds SMALLCAP World A 750.64K 2.03% ▲ 26.40% Mar 31, 2026
5 First Trust RBA Amer Indl RenaisTM ETF 566.54K 1.53% ▲ 0.38% Apr 30, 2026
6 FullerThaler Beh Small-Cap Equity SMA 545.73K 1.48% ▲ 2.95% Dec 31, 2025
7 FullerThaler Behavioral Sm-Cp Eq R6 545.73K 1.48% ▲ 3.65% Dec 31, 2025
8 FullerThaler Behavioral Small-Cap Equity 545.73K 1.48% ▲ 3.65% Dec 31, 2025
9 Vanguard Explorer Inv 540.32K 1.46% ▲ 0.40% Mar 31, 2026
10 Vanguard Institutional Extnd Mkt Idx Tr 421.35K 1.14% ▲ 1.00% Apr 30, 2026

Valuation Metrics

Enterprise Value: $11.59B
Trailing P/E: 29.59
Forward P/E: 26.39

Financial Highlights

Market Cap: $11.58B
EBITDA: $593.09M
P/E Ratio: $29.59
PEG Ratio: $2.64
Book Value: $50.20
Dividend/Share: $1.89
Dividend Yield: 0.61%
Earnings/Share: $10.59
Profit Margin: 8.34%
Operating Margin: 11.02%
ROA (TTM): 10.79%
ROE (TTM): 21.90%
Revenue (TTM): $4.84B
Revenue/Share (TTM): $128.53
Earnings Growth (YOY): 3.10%
Revenue Growth (YOY): 7.30%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-06-30 3.32x 0.33x 0.42x 14.52x 1.06x
2024-06-30 3.53x 0.37x 0.43x 24.13x 1.10x
2023-06-30 3.05x 0.43x 0.47x 19.09x 1.18x
2022-06-30 2.72x 0.63x 0.53x 13.36x 1.75x
2021-06-30 2.80x 0.92x 0.59x 6.67x 3.25x
2020-06-30 2.72x 1.11x 0.63x 2.39x 3.30x
2019-06-30 2.71x 1.07x 0.62x 5.73x 3.22x
2018-06-30 2.45x 1.18x 0.64x 9.35x 3.46x
2017-06-30 2.85x 0.39x 0.46x 19.77x 1.35x
2016-06-30 2.85x 0.50x 0.50x 9.86x 2.53x
2015-06-30 2.77x 0.43x 0.48x 22.73x 1.42x
2014-06-30 2.87x 0.21x 0.40x 182.62x 0.87x
2013-06-30 3.00x 0.00x 0.28x 284.06x 0.00x
2012-06-30 2.89x 0.00x 0.30x 368.48x 0.00x
2011-06-30 2.88x 0.00x 0.31x 90.39x 0.00x
2010-06-30 2.28x 0.14x 0.38x 19.18x 0.57x
2009-06-30 3.36x 0.16x 0.37x 16.39x 0.85x
2008-06-30 3.08x 0.05x 0.37x N/A 0.15x
2007-06-30 2.56x 0.17x 0.42x N/A 0.51x
2006-06-30 2.96x 0.18x 0.43x N/A 0.60x
2005-06-30 2.90x 0.20x 0.43x N/A 0.74x
2004-06-30 2.93x 0.23x 0.43x N/A 1.15x
2003-06-30 2.84x 0.26x 0.44x N/A 1.53x
2002-06-30 2.92x 0.28x 0.44x N/A 1.73x
2001-06-30 3.19x 0.36x 0.46x N/A 1.46x
2000-06-30 2.60x 0.37x 0.50x N/A 1.39x
1999-06-30 2.95x 0.00x 0.49x N/A 0.00x
1998-06-30 2.15x 0.21x 0.51x N/A 0.78x
1997-06-30 2.37x 0.18x 0.47x N/A 0.57x
1996-06-30 2.06x 0.22x 0.53x N/A 0.64x
1995-06-30 2.37x 0.15x 0.54x N/A 0.48x
1994-06-30 2.38x 0.13x 0.56x N/A 0.48x
1993-06-30 2.45x 0.17x 0.57x N/A 0.68x
1992-06-30 1.22x 0.85x 0.61x N/A 6.40x
1991-06-30 1.30x 0.85x 0.59x N/A 4.05x
1990-06-30 1.27x 1.06x 0.64x N/A 3.83x
1989-06-30 1.67x 0.38x 0.46x N/A 1.22x
1988-06-30 1.87x 0.25x 0.42x N/A 0.97x
1987-06-30 3.55x 0.00x 0.44x N/A 0.00x
1986-06-30 3.68x 0.00x 0.42x N/A 0.00x

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