Applied Industrial's revenue growth has reaccelerated to 10.4% in Q4 FY2026, driven by its technical solutions strategy, which has expanded gross margins to a period-high of 31.6% and demonstrated operating leverage. The company maintains a fortress balance sh...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has reaccelerated to 10.4% year-over-year in Q4 FY2026, with gross margin expanding to a period-high of 31.6%, suggesting successful execution of the technical solutions strategy and pricing power.
AIT is recognized as a high-quality stock, with academic research showing such stocks outperform by 4-6% annually over long periods.
The stock has a momentum score of 54/100, indicating market recognition and the tendency for momentum to persist.
AIT's first-quarter fiscal 2026 results exceeded earnings and revenue expectations, driven by strength in core industrial distribution and engineered solutions operations.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 13, 2026 | $3.17+8.6% vs $2.92 | $1.4B+4.7% vs $1.3B |
Q2 2026 Apr 28, 2026 | $2.65+0.8% vs $2.63 | $1.3B+2.2% vs $1.2B |
Q1 2026 Jan 27, 2026 | $2.51+1.2% vs $2.48 | $1.2B-0.8% vs $1.2B |
Q4 2025 Oct 28, 2025 | $2.63+6.0% vs $2.48 | $1.2B+1.0% vs $1.2B |
Here is how Applied Industrial Technologies (AIT) and Atkore Inc. (ATKR) have performed compared to their sector so far this year.
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Applied Industrial Technologies (AIT) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
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Benchmark AIT against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Applied Industrial Technologies, Inc. (AIT)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $333.47 | $12.32B | 30.45 | 8.84% | 8.35% | 22.37% | 0.58% | |
| $1270.67 | $59.99B | 35.89 | 4.51% | 9.92% | 44.11% | — | |
| $124.10 | $6.93B | 34.76 | -1.35% | 5.9% | 16.51% | — | |
| $50.99 | $58.51B | 46.78 | 8.67% | 15.46% | 34.03% | — | |
| $15.71 | $2.87B | -20.95 | 18.84% | -4.58% | -9.75% | — | |
| $199.34 | $2.68B | 29.80 | 4.98% | 13.22% | 33.05% | — |
Applied Industrial Technologies, Inc. (AIT) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Applied Industrial Technologies, Inc. (AIT) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 14, 2026·SEC
Aug 13, 2026·SEC
Jun 25, 2026·SEC
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Applied Industrial Technologies, Inc. (AIT) stock FAQ — growth, dividends, profitability & financials explained
Applied Industrial Technologies, Inc. (AIT) reported $4.97B in revenue for fiscal year 2026. This represents a 328% increase from $1.16B in 1997.
Applied Industrial Technologies, Inc. (AIT) grew revenue by 8.8% over the past year. This is steady growth.
Yes, Applied Industrial Technologies, Inc. (AIT) is profitable, generating $414.5M in net income for fiscal year 2026 (8.3% net margin).
Yes, Applied Industrial Technologies, Inc. (AIT) pays a dividend with a yield of 0.58%. This makes it attractive for income-focused investors.
Applied Industrial Technologies, Inc. (AIT) has a return on equity (ROE) of 22.4%. This is excellent, indicating efficient use of shareholder capital.
Applied Industrial Technologies, Inc. (AIT) generated $458.9M in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
