Applied Industrial Technologies, Inc.

Report azionario NYSE:AIT

Capitalizzazione di mercato: US$11.4b

Applied Industrial Technologies Crescita futura

Criteri Future verificati 2/6

Applied Industrial Technologies prevede che gli utili e i ricavi cresceranno rispettivamente di 6.7% e 4.9% all'anno. Si prevede che l'EPS crescerà di 8.1% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 25.8% in 3 anni.

Informazioni chiave

6.7%

Tasso di crescita degli utili

8.07%

Tasso di crescita dell'EPS

Trade Distributors crescita degli utili13.9%
Tasso di crescita dei ricavi4.9%
Rendimento futuro del capitale proprio25.75%
Copertura analitica

Good

Ultimo aggiornamento30 Apr 2026

Aggiornamenti recenti sulla crescita futura

Articolo di analisi May 01

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...

Recent updates

Articolo di analisi May 01

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...
Aggiornamento della narrazione May 01

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).
Seeking Alpha Apr 08

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 Alpha
Aggiornamento della narrazione Mar 13

AIT: 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).
Aggiornamento della narrazione Feb 27

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.
Articolo di analisi Feb 10

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...
Articolo di analisi Jan 12

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...
Articolo di analisi Dec 18

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...
Articolo di analisi Nov 26

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...
Articolo di analisi Sep 22

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...
Aggiornamento della narrazione Aug 16

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).
Articolo di analisi Aug 12

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...
Articolo di analisi Jul 29

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...
Articolo di analisi Jul 02

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...
Seeking Alpha Mar 09

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 Alpha
Seeking Alpha Jan 06

Applied 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 Alpha
Seeking Alpha Nov 06

Applied 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
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Nuova narrazione Aug 27

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.

Previsioni di crescita degli utili e dei ricavi

NYSE:AIT - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
6/30/20285,4424714705023
6/30/20275,1804414404667
6/30/20264,9064053904227
3/31/20264,839404439466N/A
12/31/20254,754404458488N/A
9/30/20254,664402455484N/A
6/30/20254,563393465492N/A
3/31/20254,499389439465N/A
12/31/20244,479386401426N/A
9/30/20244,483384407433N/A
6/30/20244,479386347371N/A
3/31/20244,477374409432N/A
12/31/20234,462374400423N/A
9/30/20234,446364359384N/A
6/30/20234,413347317344N/A
3/31/20234,316334191218N/A
12/31/20224,165305172195N/A
9/30/20223,981281145165N/A
6/30/20223,811257169188N/A
3/31/20223,645238157172N/A
12/31/20213,505225149164N/A
9/30/20213,380163193208N/A
6/30/20213,236145226242N/A
3/31/20213,065116314330N/A
12/31/20203,055-23335351N/A
9/30/20203,13720310329N/A
6/30/20203,24624277297N/A
3/31/20203,40334250273N/A
12/31/20193,458133N/A220N/A
9/30/20193,465134N/A219N/A
6/30/20193,473144N/A181N/A
3/31/20193,488145N/A177N/A
12/31/20183,430165N/A192N/A
9/30/20183,257157N/A150N/A
6/30/20183,073142N/A147N/A
3/31/20182,857154N/A134N/A
12/31/20172,709147N/A140N/A
9/30/20172,650140N/A132N/A
6/30/20172,594134N/A165N/A
3/31/20172,546107N/A149N/A
12/31/20162,50033N/A174N/A
9/30/20162,50233N/A189N/A
6/30/20162,51930N/A162N/A
3/31/20162,56332N/A207N/A
12/31/20152,610105N/A187N/A
9/30/20152,691111N/A188N/A
6/30/20152,752115N/A157N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di AIT ( 6.7% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di AIT ( 6.7% all'anno) cresceranno più lentamente rispetto al mercato US ( 16.8% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di AIT cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di AIT ( 4.9% all'anno) crescerà più lentamente rispetto al mercato US ( 11.7% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di AIT ( 4.9% all'anno) crescerà più lentamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di AIT sarà elevato tra 3 anni ( 25.8 %)


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/26 07:27
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/03/31
Utili annuali2025/06/30

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Applied Industrial Technologies, Inc. è coperta da 17 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
David MantheyBaird
Sabrina AbramsBofA Global Research
Andrew ObinBofA Global Research