Applied Industrial Technologies Résultats passés
Passé contrôle des critères 3/6
Applied Industrial Technologies a connu une croissance annuelle moyenne de ses bénéfices de 17.4%, tandis que le secteur Trade Distributors a vu ses bénéfices augmenter de en hausse à 7.3% par an. Les revenus ont augmenté de en hausse à un taux moyen de 7.6% par an. Le rendement des capitaux propres de Applied Industrial Technologies est 21.7% et ses marges nettes sont de 8.3%.
Informations clés
17.35%
Taux de croissance des bénéfices
17.67%
Taux de croissance du BPA
| Trade Distributors Croissance de l'industrie | 23.44% |
| Taux de croissance des recettes | 7.57% |
| Rendement des fonds propres | 21.71% |
| Marge nette | 8.34% |
| Dernière mise à jour des bénéfices | 31 Mar 2026 |
Mises à jour récentes des performances passées
Recent updates
Earnings Update: Here's Why Analysts Just Lifted Their Applied Industrial Technologies, Inc. (NYSE:AIT) Price Target To US$330
Investors in Applied Industrial Technologies, Inc. ( NYSE:AIT ) had a good week, as its shares rose 3.9% to close at...
AIT: Buybacks And Updated Guidance Will Support Measured Long Term Upside
Analysts have adjusted the price target for Applied Industrial Technologies to $330 from $309.17, reflecting updated assumptions for revenue, profit margin, discount rate, and future P/E that together suggest a slightly stronger long term outlook for the business. What's in the News Applied Industrial Technologies issued earnings guidance for the fiscal fourth quarter ending June 30, 2026, with EPS projected between $2.85 and $2.96 and total sales growth in a range of 4.5% to 6.0% (corporate guidance).Applied Industrial: Growth Is Not Enticing Right Now
Summary Applied Industrial continues steady performance, but current growth and margin expansion do not justify a buy at present valuations. Top-line growth is primarily acquisition-driven; organic growth remains weak, especially in Service Center-Based distribution, while Engineered Solutions benefits from automation demand. Management tightened FY26 guidance, projecting EPS of $10.45-$10.75 and sales growth of 5.5%-7%, with EBITDA margins essentially flat. Valuation estimates AIT's fair value at $220 per share, suggesting the stock is currently a bit pricey and requires stronger operational improvements for upside. Read the full article on Seeking AlphaAIT: Dividend Hike And Active M&A Plans Will Support Future Upside
Analysts kept their price target for Applied Industrial Technologies steady at $309.17, citing only minor tweaks to underlying model inputs such as the discount rate, revenue growth, profit margin, and future P/E assumptions, rather than any material shift in their view of the stock. What's in the News Updated fiscal 2026 EPS guidance to a range of $10.45 to $10.75, with assumed sales growth of 5.5% to 7.0% and organic sales growth of 2.5% to 4.0% following first half results (Corporate guidance).AIT: Dividend Increase And M&A Pipeline Will Shape A Measured Outlook
Analysts have raised their price target on Applied Industrial Technologies by about $6. This reflects updated assumptions that balance a slightly lower profit margin outlook with modest adjustments to expectations for revenue growth, the discount rate, and the future P/E multiple.Applied Industrial Technologies (NYSE:AIT) Has Announced That It Will Be Increasing Its Dividend To $0.51
Applied Industrial Technologies, Inc. ( NYSE:AIT ) has announced that it will be increasing its dividend from last...Here's Why We Think Applied Industrial Technologies (NYSE:AIT) Is Well Worth Watching
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Does Applied Industrial Technologies (NYSE:AIT) Have A Healthy Balance Sheet?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...What Does Applied Industrial Technologies, Inc.'s (NYSE:AIT) Share Price Indicate?
While Applied Industrial Technologies, Inc. ( NYSE:AIT ) might not have the largest market cap around , it saw...Applied Industrial Technologies, Inc.'s (NYSE:AIT) Share Price Could Signal Some Risk
With a price-to-earnings (or "P/E") ratio of 25x Applied Industrial Technologies, Inc. ( NYSE:AIT ) may be sending...Hydradyne And IRIS Acquisitions Will Boost Fluid Power Markets
The consensus analyst price target for Applied Industrial Technologies has increased, primarily reflecting a higher future P/E multiple, raising fair value from $280.71 to $300.83. What's in the News Applied Industrial Technologies provided fiscal 2026 EPS guidance of $10.00 to $10.75, with expected sales growth of 4% to 7% (1% to 4% organic).Is Now The Time To Look At Buying Applied Industrial Technologies, Inc. (NYSE:AIT)?
Applied Industrial Technologies, Inc. ( NYSE:AIT ) led the NYSE gainers with a relatively large price hike in the past...A Look At The Intrinsic Value Of Applied Industrial Technologies, Inc. (NYSE:AIT)
Key Insights Applied Industrial Technologies' estimated fair value is US$230 based on 2 Stage Free Cash Flow to Equity...Investors Will Want Applied Industrial Technologies' (NYSE:AIT) Growth In ROCE To Persist
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...Applied Industrial Technologies: Surprisingly Resilient Share Performance
Summary Shares of Applied Industrial Technologies have seen gains despite negative organic growth, as expanding valuation multiples prompt caution on my part. The company's acquisition of Hydradyne is compelling, contributing significantly to sales while Applied maintains modest leverage, but organic growth remains underwhelming. Valued at 23 times earnings, amidst negative organic growth, shares look less attractive compared to better risk-reward opportunities elsewhere. Despite a solid track record and modest net debt, the recent strong price action contrasts with the broader industrial sector's performance. Read the full article on Seeking AlphaApplied Industrial Technologies: A Disciplined Growth Story
Summary Applied Industrial Technologies leverages M&A for growth, focusing on high-margin segments like flow control and engineered solutions to drive long-term profitability. AIT benefits from reshoring trends and increasing investment into production automation, with 88% of revenue generated in the U.S., positioning it well for future growth. Strong financial performance in FY2023, with 15.8% YoY revenue growth and a 34.3% increase in EPS, highlights effective strategic acquisitions and robust demand. Risks include supplier relationship management and M&A execution, but AIT's disciplined financial strategy and focus on industry consolidation offer promising growth potential. Read the full article on Seeking AlphaApplied Industrial Technologies Can Continue To Outperform
Summary AIT's organic growth is expected to accelerate due to pent-up demand, reshoring, automation trends, and a strong acquisition pipeline. Margins should improve from operating leverage, productivity initiatives, and focus on high-margin markets, despite recent headwinds from volume deleverage and higher costs. AIT trades at a discount to peers like W.W. Grainger and Fastenal, with potential for upward estimate revisions and continued valuation re-rating. Read the full article on Seeking Alpha
Decisive Growth And Enhanced Margins Amid Global Economic Challenges
Expanding solutions portfolio and growing local account base alongside strategic acquisitions aim to positively impact long-term revenue growth and margin expansion.Ventilation des recettes et des dépenses
Comment Applied Industrial Technologies gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 Mar 26 | 4,839 | 404 | 902 | 0 |
| 31 Dec 25 | 4,754 | 404 | 885 | 0 |
| 30 Sep 25 | 4,664 | 402 | 865 | 0 |
| 30 Jun 25 | 4,563 | 393 | 848 | 0 |
| 31 Mar 25 | 4,499 | 389 | 833 | 0 |
| 31 Dec 24 | 4,479 | 386 | 824 | 0 |
| 30 Sep 24 | 4,483 | 384 | 820 | 0 |
| 30 Jun 24 | 4,479 | 386 | 812 | 0 |
| 31 Mar 24 | 4,477 | 374 | 804 | 0 |
| 31 Dec 23 | 4,462 | 374 | 793 | 0 |
| 30 Sep 23 | 4,446 | 364 | 787 | 0 |
| 30 Jun 23 | 4,413 | 347 | 783 | 0 |
| 31 Mar 23 | 4,316 | 334 | 769 | 0 |
| 31 Dec 22 | 4,165 | 305 | 754 | 0 |
| 30 Sep 22 | 3,981 | 281 | 737 | 0 |
| 30 Jun 22 | 3,811 | 257 | 718 | 0 |
| 31 Mar 22 | 3,645 | 238 | 700 | 0 |
| 31 Dec 21 | 3,505 | 225 | 681 | 0 |
| 30 Sep 21 | 3,380 | 163 | 663 | 0 |
| 30 Jun 21 | 3,236 | 145 | 646 | 0 |
| 31 Mar 21 | 3,065 | 116 | 617 | 0 |
| 31 Dec 20 | 3,055 | -23 | 625 | 0 |
| 30 Sep 20 | 3,137 | 20 | 646 | 0 |
| 30 Jun 20 | 3,246 | 24 | 676 | 0 |
| 31 Mar 20 | 3,403 | 34 | 696 | 0 |
| 31 Dec 19 | 3,458 | 133 | 703 | 0 |
| 30 Sep 19 | 3,465 | 134 | 702 | 0 |
| 30 Jun 19 | 3,473 | 144 | 700 | 0 |
| 31 Mar 19 | 3,488 | 145 | 716 | 0 |
| 31 Dec 18 | 3,430 | 165 | 705 | 0 |
| 30 Sep 18 | 3,257 | 157 | 665 | 0 |
| 30 Jun 18 | 3,073 | 142 | 623 | 0 |
| 31 Mar 18 | 2,857 | 154 | 583 | 0 |
| 31 Dec 17 | 2,709 | 147 | 551 | 0 |
| 30 Sep 17 | 2,650 | 140 | 544 | 0 |
| 30 Jun 17 | 2,594 | 134 | 539 | 0 |
| 31 Mar 17 | 2,546 | 107 | 525 | 0 |
| 31 Dec 16 | 2,500 | 33 | 518 | 0 |
| 30 Sep 16 | 2,502 | 33 | 518 | 0 |
| 30 Jun 16 | 2,519 | 30 | 523 | 0 |
| 31 Mar 16 | 2,563 | 32 | 532 | 0 |
| 31 Dec 15 | 2,610 | 105 | 537 | 0 |
| 30 Sep 15 | 2,691 | 111 | 551 | 0 |
| 30 Jun 15 | 2,752 | 115 | 559 | 0 |
Des revenus de qualité: AIT a des bénéfices de haute qualité.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de AIT sont inférieures à celles de l'année dernière AIT. (8.3%) sont inférieures à celles de l'année dernière (8.6%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: Les bénéfices de AIT ont augmenté de 17.4% par an au cours des 5 dernières années.
Accélération de la croissance: La croissance des bénéfices de AIT au cours de l'année écoulée ( 3.9% ) est inférieure à sa moyenne sur 5 ans ( 17.4% par an).
Bénéfices par rapport au secteur d'activité: La croissance des bénéfices AIT au cours de l'année écoulée ( 3.9% ) n'a pas surpassé celle du secteur Trade Distributors 3.9%.
Rendement des fonds propres
ROE élevé: Le retour sur capitaux propres de AIT ( 21.7% ) est considéré comme élevé.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/22 05:24 |
| Cours de l'action en fin de journée | 2026/05/22 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/06/30 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Applied Industrial Technologies, Inc. est couverte par 17 analystes. 7 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| David Manthey | Baird |
| Sabrina Abrams | BofA Global Research |
| Andrew Obin | BofA Global Research |