AIT

Industrials

Applied Industrial Technologies, Inc. · Industrial - Distribution · $11B

UQS Score — Balanced Preset
58.1
Good

Applied Industrial Technologies, Inc. scores 58.1/100 using the Balanced preset.

UQS vs Industrials Sector
AIT
58.1
Sector avg
42.4
Quality
Good
Moat
Weak
Growth
Neutral
Risk
Strong
Valuation
Neutral

What is Applied Industrial Technologies, Inc.?

Applied Industrial Technologies is a North American industrial distributor connecting manufacturers and maintenance teams with the motion, power, and automation products that keep industrial equipment running. Headquartered in Cleveland, Ohio, the company serves customers across a wide range of heavy industries.

The company operates through two segments: Service Center Based Distribution and Fluid Power & Flow Control. Through a network of service centers, it supplies bearings, power transmission components, hydraulic and pneumatic systems, specialty flow control solutions, and advanced automation products. Beyond distribution, Applied Industrial also runs fabricated rubber shops, field service crews, and technical support teams — adding a service layer that goes beyond simple parts supply.

Applied Industrial Technologies was founded in 1980 and is headquartered in Cleveland, Ohio.

  • Bearings and power transmission products
  • Engineered fluid power and hydraulic components
  • Specialty flow control and process instrumentation
  • Advanced automation and linear motion solutions
  • Conveyor belt installation, repair, and rubber lining services

Is AIT a Good Stock to Buy?

UQS Score rates AIT as Good overall, reflecting a balanced profile with notable strengths and some areas that warrant attention.

The Risk pillar stands out as the clearest positive — Applied Industrial carries a financial profile that suggests resilience relative to many industrial peers. Quality also registers as Good, pointing to a business that generates consistent returns and manages its operations with discipline.

The Moat pillar is rated Weak, indicating that the competitive advantages protecting Applied Industrial's market position are less durable than those of higher-rated peers. Growth is Neutral, suggesting the company's expansion trajectory is in line with — rather than ahead of — the broader sector.

See the exact pillar breakdown and full financial metrics by signing up for a UQS Pro account. Sign up free →

Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.

Does AIT pay dividends?

Yes — Applied Industrial Technologies, Inc. pays a dividend.

Applied Industrial Technologies pays a regular dividend, making it relevant for income-oriented investors within the industrials space. The company's consistent dividend history reflects a mature business model with predictable cash generation. For investors seeking a blend of income and industrial exposure, AIT's dividend track record is worth examining alongside its broader financial profile.

When does AIT report earnings?

Applied Industrial Technologies reports earnings on a quarterly cadence, typical for US-listed equities.

The company's results have generally reflected the cyclical nature of industrial distribution, with performance tied to end-market activity across sectors like mining, oil and gas, and manufacturing. Revenue trends tend to track broader industrial production conditions rather than company-specific disruptions.

For the most recent quarter's results and guidance, visit Applied Industrial Technologies' investor relations page directly.

AIT Price History

+213.3% over 5Y

Monthly close, adjusted for stock splits and dividend reinvestment.

Return Calculator

What if I invested in Applied Industrial Technologies, Inc.?

$
Today it would be worth
$33,151
That's a +232% total return, or +27.1% annualized.

Based on Applied Industrial Technologies, Inc.'s historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.

AIT Long-term Outlook

Applied Industrial's fundamental outlook is shaped by its Neutral Growth profile and Strong Risk rating. The business is positioned for steady, if unspectacular, expansion — supported by broad industrial end-market exposure rather than a single high-growth vertical. The Strong Risk profile suggests the company is well-placed to navigate downturns without significant financial stress, which matters in a cyclical sector.

Growth drivers

  • Ongoing industrial automation adoption across manufacturing and processing industries
  • Expansion of fluid power and flow control solutions into new end markets
  • Cross-selling technical services alongside core distribution to deepen customer relationships

Key risks

  • Cyclical demand swings tied to industrial production and commodity-driven end markets
  • Limited pricing power given the Weak Moat rating in a competitive distribution landscape
  • Valuation at Neutral levels leaves little room for error if growth disappoints

AIT vs Peers

Applied Industrial Technologies operates in a competitive industrial distribution and services landscape alongside several peers worth understanding.

GRGD.TOAIT scores lower
Groupe Dynamite Inc.

Groupe Dynamite operates in a different consumer-facing segment, offering a contrast in business model and end-market exposure compared to Applied Industrial's heavy industrial focus.

FTT.TOSimilar UQS
Finning International Inc.

Finning International distributes and services heavy equipment — particularly Caterpillar machinery — giving it a more equipment-centric model versus Applied Industrial's broader parts and components distribution network.

CNMAIT scores higher
Core & Main, Inc.

Core & Main focuses on water, wastewater, and fire protection infrastructure products, making it a more infrastructure-oriented distributor compared to Applied Industrial's manufacturing and maintenance customer base.

Frequently Asked Questions

What does Applied Industrial Technologies do?

Applied Industrial Technologies distributes industrial motion, power, control, and automation products through a network of service centers across North America, Australia, New Zealand, and Singapore. It also provides technical support, equipment repair, and field services — serving industries from mining and agriculture to life sciences and advanced manufacturing.

Does AIT pay dividends?

Yes, Applied Industrial Technologies pays a regular dividend. The company's consistent dividend history reflects its mature, cash-generating business model. Income-focused investors should review the current yield and payout details on the company's investor relations page, as figures change over time.

When does AIT report earnings?

Applied Industrial Technologies reports on a quarterly cadence, as is standard for US-listed companies. The company does not always announce exact dates far in advance, so checking their investor relations page or a financial calendar closer to each quarter-end is the most reliable approach.

Is AIT a good stock to buy?

UQS Score rates AIT as Good overall. The company shows strength in Risk and Quality, while Growth is Neutral and Moat is Weak. Whether it suits your portfolio depends on your goals — the full pillar breakdown available to Pro members provides a more complete picture.

Is AIT overvalued?

AIT's Valuation pillar is rated Neutral, meaning the stock is neither clearly cheap nor obviously expensive relative to its fundamentals. Investors looking for a precise valuation assessment can access the detailed metrics behind this rating through a UQS Pro account.

How does AIT compare to its competitors?

Applied Industrial competes in the broader industrial distribution and services space. Peers like Finning International focus more on heavy equipment, while Core & Main targets infrastructure products. AIT's differentiation lies in its broad product range and added technical services layer across diverse industrial end markets.

What is AIT's market cap bracket?

Applied Industrial Technologies is classified as a large-cap company. This places it among the more established players in industrial distribution, with the scale to maintain a wide service center network and invest in technical capabilities.

Who founded Applied Industrial Technologies?

Applied Industrial Technologies was founded in 1980. Detailed founding history, including key individuals involved in the company's early development, is publicly available through the company's official history and investor materials.

Is AIT a long-term quality indicator?

From a quality standpoint, AIT's Good rating across Quality and Risk pillars suggests a business with consistent operational discipline and financial resilience. Long-term investors should weigh the Weak Moat rating carefully, as durable competitive advantages are a key factor in sustaining returns over time.

What is the main competitive advantage of Applied Industrial Technologies?

Applied Industrial's primary advantage is its extensive service center network combined with technical support and field services — creating customer stickiness beyond simple parts supply. However, the UQS Moat pillar rates this advantage as Weak relative to higher-moat peers, reflecting the competitive nature of industrial distribution.

What sector does AIT belong to?

AIT belongs to the Industrials sector, specifically within industrial distribution. The company serves a wide range of heavy industries, making its performance closely tied to broader industrial production cycles and capital spending trends across manufacturing, energy, and resources.

Is AIT a growth stock or value stock?

Based on UQS pillar labels, AIT sits closer to the value end of the spectrum. Growth is rated Neutral — suggesting steady rather than high-velocity expansion — while Valuation is also Neutral, meaning the market is pricing the stock in line with its fundamentals rather than at a premium growth multiple.

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Pro Analysis

AIT — Score History

50556065Apr 2Apr 12Apr 22May 2May 12May 22May 24v5
Score changes· 30/37 most recent
DateUQSQualityMoatGrowthRiskValueChange
May 23, 202658.072.239.045.590.750.2-0.1
May 22, 202658.172.339.045.590.750.50.0
May 21, 202658.172.339.045.590.750.40.0
May 20, 202658.172.239.045.590.750.70.0
May 19, 202658.172.239.045.590.750.4+0.1
May 17, 202658.072.239.045.590.750.2-0.1
May 16, 202658.172.239.045.590.750.3+0.3
May 15, 202657.872.239.045.590.748.9-0.1
May 14, 202657.972.239.045.590.749.40.0
May 13, 202657.972.239.045.590.749.30.0

AIT — Pillar Breakdown

Quality

72.2/100 (25%)

Applied Industrial Technologies, Inc. shows solid profitability with healthy returns on capital and reasonable margins.

Capital Efficiency (ROIC)Strong

How effectively capital is deployed to generate returns.

Return on EquityStrong

Profitability relative to shareholders' equity.

Operating ProfitabilityModerate

Ability to convert revenue into operating profit.

Net ProfitabilityModerate

Bottom-line profit as a share of revenue.

Gross Profit / AssetsStrong

Asset productivity — how much gross profit each dollar of assets generates.

Cash GenerationModerate

Free cash flow relative to market value.

Growth

45.5/100 (20%)

Applied Industrial Technologies, Inc. shows steady but unspectacular growth, typical for mature companies.

Recent Revenue TrendWeak

Revenue trajectory over the last twelve months.

3Y Revenue CAGRWeak

Compound annual revenue growth rate over 3 years.

EPS GrowthWeak

Year-over-year earnings per share growth.

Forward Revenue OutlookModerate

Analyst consensus for future revenue growth.

Forward EPS GrowthStrong

Analyst consensus for future earnings growth.

Risk

90.7/100 (15%)

Applied Industrial Technologies, Inc. carries minimal financial risk with conservative leverage and strong solvency.

Financial LeverageStrong

Debt levels relative to earnings capacity.

Debt/EquityStrong

Total debt relative to shareholder equity.

Current RatioStrong

Short-term liquidity — ability to pay near-term obligations.

Interest CoverageStrong

Earnings capacity relative to interest payments.

Valuation

50.8/100 (15%)

Applied Industrial Technologies, Inc. has a mixed valuation — some metrics suggest fair value while others appear stretched.

Earnings YieldWeak

Inverse of forward P/E — higher yield means cheaper stock.

Price to Free Cash FlowStrong

How many years of FCF the market cap represents.

PEG RatioModerate

P/E relative to earnings growth — lower is more attractive.

EV/EBITDA vs SectorWeak

Enterprise value multiple relative to sector median.

Moat

39/100 (25%)

Applied Industrial Technologies, Inc. possesses some competitive advantages but faces meaningful competition. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for AIT.

Score Composition

Quality
72.2×25%18.1
Growth
45.5×20%9.1
Risk
90.7×15%13.6
Valuation
50.8×15%7.6
Moat
39.0×25%9.8
Total
58.1Good

Financial Data

More Stock Analysis

How is the AIT UQS Score Calculated?

The UQS (Unified Quality Score) for Applied Industrial Technologies, Inc. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.

Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.

Moat (25%) assesses Applied Industrial Technologies, Inc.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.

Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.

Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.

Valuation (15%) measures whether Applied Industrial Technologies, Inc. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.

Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.