Applied Industrial Technologies（AT4）株式概要米国、カナダ、メキシコ、オーストラリア、ニュージーランド、シンガポール、コスタリカで産業用モーション、パワー、コントロール、オートメーション技術ソリューションを販売。 詳細AT4 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長2/6過去の実績4/6財務の健全性6/6配当金4/6報酬収益は年間6.74%増加すると予測されています 過去1年間で収益は3.9%増加しました リスク分析過去3か月間に大規模なインサイダー売却が発生 すべてのリスクチェックを見るAT4 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€263.802.8% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture06b2016201920222025202620282031Revenue US$6.1bEarnings US$512.6mAdvancedSet Fair ValueView all narrativesApplied Industrial Technologies, Inc. 競合他社BrenntagSymbol: XTRA:BNRMarket cap: €8.2bHMS BergbauSymbol: XTRA:HMUMarket cap: €188.5mNordexSymbol: XTRA:NDX1Market cap: €10.0bGEA GroupSymbol: XTRA:G1AMarket cap: €9.0b価格と性能株価の高値、安値、推移の概要Applied Industrial Technologies過去の株価現在の株価US$263.8052週高値US$266.4052週安値US$190.00ベータ0.861ヶ月の変化5.69%3ヶ月変化12.74%1年変化35.98%3年間の変化125.47%5年間の変化229.75%IPOからの変化1,499.27%最新ニュースBoard Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Director Rich Simoncic was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 29+ 2 more updatesApplied Industrial Technologies, Inc. Updates Earnings Guidance for the Fiscal Year Ending June 30, 2026Applied Industrial Technologies, Inc. updated earnings guidance for the fiscal year ending June 30, 2026. For the year, EPS is expected to be in the range of $10.64 to $10.75, (prior $10.45 to $10.75), and total sales growth 7.2% to 7.7%, (prior 5.5% to 7.0%).お知らせ • Apr 06Applied Industrial Technologies, Inc. to Report Q3, 2026 Results on Apr 28, 2026Applied Industrial Technologies, Inc. announced that they will report Q3, 2026 results at 9:30 AM, US Eastern Standard Time on Apr 28, 2026お知らせ • Jan 27+ 1 more updateApplied Industrial Technologies, Inc. Approves Quarterly Cash Dividend, Payable on February 27, 2026Applied Industrial Technologies, Inc. announced that its Board of Directors approved an 11% increase in the quarterly cash dividend to $0.51 per common share, payable on February 27, 2026, to shareholders of record on February 13, 2026. This represents the 17th dividend increase since 2010.お知らせ • Jan 09Applied Industrial Technologies, Inc. to Report Q2, 2026 Results on Jan 27, 2026Applied Industrial Technologies, Inc. announced that they will report Q2, 2026 results Pre-Market on Jan 27, 2026お知らせ • Oct 28+ 1 more updateApplied Industrial Technologies, Inc. Raises Earnings Guidance for Fiscal Year 2026Applied Industrial Technologies, Inc. raised earnings guidance for fiscal year 2026. For the period, the Company is modestly increasing fiscal 2026 EPS guidance to a range of $10.10 to $10.85 (prior $10.00 to $10.75) to primarily reflect fiscal 2026 first quarter performance and a slightly lower diluted share count assumption reflecting fiscal 2026 first quarter share repurchases. The Company is maintaining guidance for sales of up 4% to up 7% including up 1% to 4% on an organic basis.最新情報をもっと見るRecent updatesBoard Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Director Rich Simoncic was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 29+ 2 more updatesApplied Industrial Technologies, Inc. Updates Earnings Guidance for the Fiscal Year Ending June 30, 2026Applied Industrial Technologies, Inc. updated earnings guidance for the fiscal year ending June 30, 2026. For the year, EPS is expected to be in the range of $10.64 to $10.75, (prior $10.45 to $10.75), and total sales growth 7.2% to 7.7%, (prior 5.5% to 7.0%).お知らせ • Apr 06Applied Industrial Technologies, Inc. to Report Q3, 2026 Results on Apr 28, 2026Applied Industrial Technologies, Inc. announced that they will report Q3, 2026 results at 9:30 AM, US Eastern Standard Time on Apr 28, 2026お知らせ • Jan 27+ 1 more updateApplied Industrial Technologies, Inc. Approves Quarterly Cash Dividend, Payable on February 27, 2026Applied Industrial Technologies, Inc. announced that its Board of Directors approved an 11% increase in the quarterly cash dividend to $0.51 per common share, payable on February 27, 2026, to shareholders of record on February 13, 2026. This represents the 17th dividend increase since 2010.お知らせ • Jan 09Applied Industrial Technologies, Inc. to Report Q2, 2026 Results on Jan 27, 2026Applied Industrial Technologies, Inc. announced that they will report Q2, 2026 results Pre-Market on Jan 27, 2026お知らせ • Oct 28+ 1 more updateApplied Industrial Technologies, Inc. Raises Earnings Guidance for Fiscal Year 2026Applied Industrial Technologies, Inc. raised earnings guidance for fiscal year 2026. For the period, the Company is modestly increasing fiscal 2026 EPS guidance to a range of $10.10 to $10.85 (prior $10.00 to $10.75) to primarily reflect fiscal 2026 first quarter performance and a slightly lower diluted share count assumption reflecting fiscal 2026 first quarter share repurchases. The Company is maintaining guidance for sales of up 4% to up 7% including up 1% to 4% on an organic basis.お知らせ • Oct 08Applied Industrial Technologies, Inc. to Report Q1, 2026 Results on Oct 28, 2025Applied Industrial Technologies, Inc. announced that they will report Q1, 2026 results Pre-Market on Oct 28, 2025お知らせ • Sep 11Applied Industrial Technologies, Inc., Annual General Meeting, Oct 21, 2025Applied Industrial Technologies, Inc., Annual General Meeting, Oct 21, 2025. Location: 1 applied plaza, east 36th street and euclid avenue, cleveland, ohio, 44115, United Statesお知らせ • Aug 14Applied Industrial Technologies, Inc. Provides Earnings Guidance for Fiscal 2026Applied Industrial Technologies, Inc. provided earnings Guidance for Fiscal 2026. For the year, the company expects EPS guidance in the range of $10.00 to $10.75 based on assumptions for total sales of up 4% to 7% including up 1% to 4% on an organic basis.お知らせ • Jul 28Applied Industrial Technologies, Inc. to Report Q4, 2025 Results on Aug 14, 2025Applied Industrial Technologies, Inc. announced that they will report Q4, 2025 results Pre-Market on Aug 14, 2025お知らせ • Jun 30+ 7 more updatesApplied Industrial Technologies, Inc.(NYSE:AIT) dropped from Russell 2000 Growth IndexApplied Industrial Technologies, Inc.(NYSE:AIT) dropped from Russell 2000 Growth Indexお知らせ • Jun 25Applied Industrial Technologies, Inc. Declares Quarterly Cash Dividend, Payable on August 29, 2025Applied Industrial Technologies announced that its board of directors declared a quarterly cash dividend of $0.46 per common share. The dividend is payable on August 29, 2025, to shareholders of record on August 15, 2025.お知らせ • May 01+ 2 more updatesApplied Industrial Technologies, Inc. Provides Earnings Guidance for the Fourth Quarter of Year 2025Applied Industrial Technologies, Inc. provided earnings guidance for the fourth quarter of year 2025. For the quarter, the company assumes EPS between $2.52 and $2.67 on total sales of down 1% to up 3% year over year. Fourth quarter sales guidance assumes average daily sales decline organically by a mid to low single-digit percent over the prior year. The updated outlook considers average daily sales in April declining by an estimated 3% organically year over year and greater economic uncertainty following recent tariff actions, inflationary headwinds, and ongoing growth investments.お知らせ • Apr 11Applied Industrial Technologies, Inc. to Report Q3, 2025 Results on May 01, 2025Applied Industrial Technologies, Inc. announced that they will report Q3, 2025 results Pre-Market on May 01, 2025お知らせ • Jan 29+ 1 more updateApplied Industrial Technologies, Inc. Approves Quarterly Dividend, Payable on February 28, 2025Applied Industrial Technologies, Inc. announced that its Board of Directors approved a 24% increase in the quarterly cash dividend to $0.46 per common share, payable on February 28, 2025, to shareholders of record on February 14, 2025. This represents the 16th dividend increase since 2010.お知らせ • Jan 09Applied Industrial Technologies, Inc. to Report Q2, 2025 Results on Jan 29, 2025Applied Industrial Technologies, Inc. announced that they will report Q2, 2025 results Pre-Market on Jan 29, 2025お知らせ • Jan 02Applied Industrial Technologies, Inc. (NYSE:AIT) completed the acquisition of Hydradyne, LLC from LOR, Inc.Applied Industrial Technologies, Inc. (NYSE:AIT) agreed to acquire Hydradyne, LLC from LOR, Inc. for approximately $270 million on November 21, 2024. A cash consideration of $272 million will be paid by Applied Industrial Technologies, Inc. The total consideration paid by Applied will be funded with cash on hand. Applied Industrial Technologies shall deposit with the Escrow Agent, in accordance with the Adjustment Escrow Agreement, an amount equal to $4 million. The Transaction is expected to close in the fourth quarter of calendar year 2024. Consummation of the Transaction is subject to customary closing conditions, including the expiration of the waiting period applicable to the consummation of the Transaction under theU.S. Hart-Scott-Rodino Antitrust Improvement Act of 1976. The Purchase Agreement also includes customary termination provisions and provides that if the Transaction has not been consummated by March 21, 2025. Applied expects the acquisition to contribute approximately $260 million in sales and $30 million in EBITDA before anticipated synergies, as well as be accretive to EPS, within the first 12 months of ownership prior to transaction-related expenses and the impact of purchase accounting adjustments. Squire Patton Boggs LLP acted as legal advisor for Applied Industrial Technologies, Inc. McDermott Will & Emery LLP acted as legal advisor for LOR, Inc. Applied Industrial Technologies, Inc. (NYSE:AIT) completed the acquisition of Hydradyne, LLC from LOR, Inc. on December 31, 2024.お知らせ • Nov 22Applied Industrial Technologies, Inc. (NYSE:AIT) agreed to acquire Hydradyne, LLC from LOR, Inc. for approximately $270 million.Applied Industrial Technologies, Inc. (NYSE:AIT) agreed to acquire Hydradyne, LLC from LOR, Inc. for approximately $270 million on November 21, 2024. A cash consideration of $272 million will be paid by Applied Industrial Technologies, Inc. The total consideration paid by Applied will be funded with cash on hand. Applied Industrial Technologies shall deposit with the Escrow Agent, in accordance with the Adjustment Escrow Agreement, an amount equal to $4 million. The Transaction is expected to close in the fourth quarter of calendar year 2024. Consummation of the Transaction is subject to customary closing conditions, including the expiration of the waiting period applicable to the consummation of the Transaction under theU.S. Hart-Scott-Rodino Antitrust Improvement Act of 1976. The Purchase Agreement also includes customary termination provisions and provides that if the Transaction has not been consummated by March 21, 2025. Applied expects the acquisition to contribute approximately $260 million in sales and $30 million in EBITDA before anticipated synergies, as well as be accretive to EPS, within the first 12 months of ownership prior to transaction-related expenses and the impact of purchase accounting adjustments. Squire Patton Boggs LLP acted as legal advisor for Applied Industrial Technologies, Inc. McDermott Will & Emery LLP acted as legal advisor for LOR, Inc.Upcoming Dividend • Nov 10Upcoming dividend of US$0.37 per shareEligible shareholders must have bought the stock before 15 November 2024. Payment date: 29 November 2024. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.1%).Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €242, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 16x in the Trade Distributors industry in Europe. Total returns to shareholders of 174% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €227 per share.お知らせ • Nov 08Private Equity Reportedly Kicking the Tyres of QuestasPrivate equity firms are understood to be the players most interested in buying the $400 million industrial business Questas Group Pty Ltd, with the sale process likely to be wrapped up by Christmas. DataRoom reported last month that the business was on offer by owner Allegro Funds (Allegro Funds Pty Ltd) through investment bank UBS, with expectations it might sell for about $400 million. Some industry experts believed that one of the most likely trade buyers to take a look would be Genuine Parts Company (NYSE:GPC) (GPC), which operates in similar areas to Questas. Another is the company Applied Industrial Technologies, Inc. (NYSE:AIT). But the understanding is that mid-sized private equity firms will dominate the competition.Declared Dividend • Oct 27First quarter dividend of US$0.37 announcedShareholders will receive a dividend of US$0.37. Ex-date: 15th November 2024 Payment date: 29th November 2024 Dividend yield will be 0.7%, which is lower than the industry average of 2.7%. Payout Ratios Payout ratio: 15%. Cash payout ratio: 14%.Reported Earnings • Oct 24First quarter 2025 earnings released: EPS: US$2.40 (vs US$2.42 in 1Q 2024)First quarter 2025 results: EPS: US$2.40 (down from US$2.42 in 1Q 2024). Revenue: US$1.10b (flat on 1Q 2024). Net income: US$92.1m (down 1.9% from 1Q 2024). Profit margin: 8.4% (down from 8.6% in 1Q 2024). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 24+ 1 more updateApplied Industrial Technologies, Inc. Revises Earnings Guidance for the Year 2025Applied Industrial Technologies, Inc. revised earnings guidance for the year 2025. The Company is modestly increasing fiscal 2025 EPS guidance to a range of $9.25 to $10.00 (prior $9.20 to $9.95) to primarily reflect updated assumptions for Interest and Other Income following fiscal 2025 first quarter results. The Company is maintaining guidance for sales of down 2.5% to up 2.5% including down 4.0% to up 1.0% on an organic daily basis, as well as EBITDA margins of 12.1% to 12.3%.お知らせ • Oct 08Applied Industrial Technologies, Inc. to Report Q1, 2025 Results on Oct 24, 2024Applied Industrial Technologies, Inc. announced that they will report Q1, 2025 results at 9:30 AM, US Eastern Standard Time on Oct 24, 2024Recent Insider Transactions • Sep 05VP & Chief Human Resource Officer recently sold €892k worth of stockOn the 30th of August, Kurt Loring sold around 5k shares on-market at roughly €184 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €3.9m. Insiders have been net sellers, collectively disposing of €7.9m more than they bought in the last 12 months.Recent Insider Transactions • Aug 22President recently sold €677k worth of stockOn the 19th of August, Neil Schrimsher sold around 4k shares on-market at roughly €183 per share. This transaction amounted to 1.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Neil has been a net seller over the last 12 months, reducing personal holdings by €2.1m.Reported Earnings • Aug 16Full year 2024 earnings released: EPS: US$9.98 (vs US$8.99 in FY 2023)Full year 2024 results: EPS: US$9.98 (up from US$8.99 in FY 2023). Revenue: US$4.48b (up 1.5% from FY 2023). Net income: US$385.8m (up 11% from FY 2023). Profit margin: 8.6% (up from 7.9% in FY 2023). Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 15Applied Industrial Technologies, Inc. Provides Earnings Guidance for Fiscal 2025Applied Industrial Technologies, Inc. provided earnings Guidance for Fiscal 2025. For the year, the company expects EPS guidance in the range of $9.20 to $9.95 based on assumptions for total sales of down 2.5% to up 2.5% including down 4.0% to up 1.0% on an organic daily basis.お知らせ • Aug 14Applied Industrial Technologies Announces Board ChangesApplied Industrial Technologies announced that Richard J. Simoncic has been elected to its Board of Directors. Simoncic, 61, has served in executive leadership roles at Microchip Technology Inc. since 1999, including as Chief Operating Officer, as well as Executive Vice President, Senior Vice President, and Vice President of its Analog Power and Interface Business. Simoncic holds a Bachelor of Science degree in electrical engineering technology from DeVry Institute of Technology. The appointment of Simoncic comes ahead of the departure of Dan P. Komnenovich in October 2024, pursuant to the Company’s guidelines that provide for retirement after a Director reaches the age of 72.Upcoming Dividend • Aug 08Upcoming dividend of US$0.37 per shareEligible shareholders must have bought the stock before 15 August 2024. Payment date: 30 August 2024. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.3%).お知らせ • Jul 25Applied Industrial Technologies, Inc. to Report Q4, 2024 Results on Aug 15, 2024Applied Industrial Technologies, Inc. announced that they will report Q4, 2024 results Pre-Market on Aug 15, 2024Declared Dividend • Jul 08Third quarter dividend of US$0.37 announcedShareholders will receive a dividend of US$0.37. Ex-date: 15th August 2024 Payment date: 30th August 2024 Dividend yield will be 0.8%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 4.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 12% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Jul 05Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.2% to €175. The fair value is estimated to be €219, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 9.0% in 2 years. Earnings are forecast to grow by 14% in the next 2 years.お知らせ • Jun 29Applied Industrial Technologies, Inc., Annual General Meeting, Oct 22, 2024Applied Industrial Technologies, Inc., Annual General Meeting, Oct 22, 2024. Location: its corporate headquarters, 1 applied plaza (e. 36th & euclid avenue), cleveland, ohio., United Statesお知らせ • Jun 28Applied Industrial Technologies, Inc. Announces Quarterly Cash Dividend, Payable on August 30, 2024Applied Industrial Technologies, Inc. announced that Board of Directors of the company declared quarterly cash dividend of $0.37 per common share. The dividend will be payable on August 30, 2024, to shareholders of record on August 15, 2024.Buy Or Sell Opportunity • Jun 07Now 21% undervaluedOver the last 90 days, the stock has risen 1.8% to €170. The fair value is estimated to be €214, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 8.9% in 2 years. Earnings are forecast to grow by 14% in the next 2 years.Buy Or Sell Opportunity • May 02Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €166. The fair value is estimated to be €208, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 9.9% in 2 years. Earnings are forecast to grow by 14% in the next 2 years.Declared Dividend • Apr 28Third quarter dividend of US$0.37 announcedShareholders will receive a dividend of US$0.37. Ex-date: 14th May 2024 Payment date: 31st May 2024 Dividend yield will be 0.8%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 4.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 12% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 26+ 2 more updatesApplied Industrial Technologies, Inc. Declares Quarterly Cash Dividend, Payable on May 31, 2024Applied Industrial Technologies, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.37 per common share, payable on May 31, 2024, to shareholders of record on May 15, 2024.Reported Earnings • Apr 26Third quarter 2024 earnings released: EPS: US$2.51 (vs US$2.52 in 3Q 2023)Third quarter 2024 results: EPS: US$2.51. Revenue: US$1.15b (up 1.3% from 3Q 2023). Net income: US$97.2m (flat on 3Q 2023). Profit margin: 8.5% (in line with 3Q 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Trade Distributors industry in Europe.Buy Or Sell Opportunity • Apr 12Now 20% undervaluedOver the last 90 days, the stock has risen 16% to €177. The fair value is estimated to be €222, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 8.2% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.お知らせ • Apr 09Applied Industrial Technologies, Inc. to Report Q3, 2024 Results on Apr 25, 2024Applied Industrial Technologies, Inc. announced that they will report Q3, 2024 results Pre-Market on Apr 25, 2024Upcoming Dividend • Feb 07Upcoming dividend of US$0.37 per share at 0.8% yieldEligible shareholders must have bought the stock before 14 February 2024. Payment date: 29 February 2024. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (2.7%).Declared Dividend • Jan 28Second quarter dividend of US$0.37 announcedShareholders will receive a dividend of US$0.37. Ex-date: 14th February 2024 Payment date: 29th February 2024 Dividend yield will be 0.8%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 4.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 3.1% over the next year, which should provide support to the dividend and adequate earnings cover.お知らせ • Jan 26Applied Industrial Technologies, Inc. Revises Earnings Guidance for the Fiscal Year 2024Applied Industrial Technologies, Inc. revised earnings guidance for the fiscal year 2024. For the year, the company now projects sales growth of 1% to 3% (prior 1% to 4%) including 0% to 2% on an organic daily basis.お知らせ • Jan 25Applied Industrial Technologies, Inc. Approves Quarterly Cash Dividend, Payable on February 29, 2024Applied Industrial Technologies, Inc. announced that its Board of Directors approved an increase in the quarterly cash dividend to $0.37 per common share, payable on February 29, 2024, to shareholders of record on February 15, 2024.お知らせ • Jan 13Applied Industrial Technologies, Inc. to Report Q2, 2024 Results on Jan 25, 2024Applied Industrial Technologies, Inc. announced that they will report Q2, 2024 results at 9:30 AM, US Eastern Standard Time on Jan 25, 2024Recent Insider Transactions • Nov 17VP & Chief Human Resource Officer recently sold €829k worth of stockOn the 14th of November, Kurt Loring sold around 5k shares on-market at roughly €152 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.4m. Insiders have been net sellers, collectively disposing of €7.0m more than they bought in the last 12 months.お知らせ • Oct 28+ 1 more updateApplied Industrial Technologies, Inc. Raises Earnings Guidance for the Fiscal Year of 2024Applied Industrial Technologies, Inc. raised earnings guidance for the fiscal year of 2024. For the year, Company now projects EPS of $9.25 to $9.80 (prior $8.80 to $9.55), sales growth of 1% to 4% (prior 0% to 4%) including 0% to 3% on an organic daily basis, and EBITDA margins of 12.0% to 12.3% (prior 11.9% to 12.1%).Reported Earnings • Oct 27First quarter 2024 earnings released: EPS: US$2.42 (vs US$2.00 in 1Q 2023)First quarter 2024 results: EPS: US$2.42 (up from US$2.00 in 1Q 2023). Revenue: US$1.10b (up 3.1% from 1Q 2023). Net income: US$93.8m (up 22% from 1Q 2023). Profit margin: 8.6% (up from 7.2% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 06Applied Industrial Technologies, Inc. to Report Q1, 2024 Results on Oct 26, 2023Applied Industrial Technologies, Inc. announced that they will report Q1, 2024 results Pre-Market on Oct 26, 2023お知らせ • Sep 06Applied Industrial Technologies, Inc. (NYSE:AIT) acquired Bearing Distributors, Inc. And Cangro Industries, Inc.Applied Industrial Technologies, Inc. (NYSE:AIT) acquired Bearing Distributors, Inc. And Cangro Industries, Inc. on September 5, 2023. Applied Industrial Technologies, Inc. (NYSE:AIT) completed the acquisition of Bearing Distributors, Inc. And Cangro Industries, Inc. on September 5, 2023.Recent Insider Transactions • Aug 30President recently sold €1.4m worth of stockOn the 25th of August, Neil Schrimsher sold around 10k shares on-market at roughly €143 per share. This transaction amounted to 3.3% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €4.2m. Neil has been a net seller over the last 12 months, reducing personal holdings by €5.8m.New Risk • Aug 17New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €4.4m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. This is currently the only risk that has been identified for the company.Recent Insider Transactions • Aug 17President recently sold €4.2m worth of stockOn the 15th of August, Neil Schrimsher sold around 30k shares on-market at roughly €141 per share. This transaction amounted to 9.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Neil has been a net seller over the last 12 months, reducing personal holdings by €4.4m.お知らせ • Aug 11Applied Industrial Technologies, Inc. Provides Earnings Guidance for the Fiscal 2024Applied Industrial Technologies, Inc. provided earnings guidance for the fiscal 2024. The company is introducing fiscal 2024 EPS guidance in the range of $8.80 to $9.55 based on sales growth of 0% to 4%.Reported Earnings • Aug 11Full year 2023 earnings released: EPS: US$8.99 (vs US$6.69 in FY 2022)Full year 2023 results: EPS: US$8.99 (up from US$6.69 in FY 2022). Revenue: US$4.41b (up 16% from FY 2022). Net income: US$346.7m (up 35% from FY 2022). Profit margin: 7.9% (up from 6.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 2 years, compared to a 6.9% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 07Upcoming dividend of US$0.35 per share at 1.0% yieldEligible shareholders must have bought the stock before 14 August 2023. Payment date: 31 August 2023. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.0%).お知らせ • Jun 24+ 1 more updateApplied Industrial Technologies, Inc., Annual General Meeting, Oct 24, 2023Applied Industrial Technologies, Inc., Annual General Meeting, Oct 24, 2023, at 09:00 Eastern Daylight. Location: Corporate Headquarters, 1 Applied Plaza (E. 36th & Euclid Avenue) Clevland Ohio United StatesRecent Insider Transactions • May 25President recently sold €199k worth of stockOn the 22nd of May, Neil Schrimsher sold around 2k shares on-market at roughly €120 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Neil's only on-market trade for the last 12 months.Upcoming Dividend • May 05Upcoming dividend of US$0.35 per share at 1.1% yieldEligible shareholders must have bought the stock before 12 May 2023. Payment date: 31 May 2023. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.7%).Reported Earnings • Apr 28Third quarter 2023 earnings released: EPS: US$2.52 (vs US$1.78 in 3Q 2022)Third quarter 2023 results: EPS: US$2.52 (up from US$1.78 in 3Q 2022). Revenue: US$1.13b (up 15% from 3Q 2022). Net income: US$97.2m (up 42% from 3Q 2022). Profit margin: 8.6% (up from 7.0% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 2 years compared to a 5.2% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Feb 07Upcoming dividend of US$0.35 per share at 1.0% yieldEligible shareholders must have bought the stock before 14 February 2023. Payment date: 28 February 2023. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (2.6%).お知らせ • Jan 27+ 1 more updateApplied Industrial Technologies, Inc. Provides Earnings Guidance for the Fiscal Year 2023Applied Industrial Technologies, Inc. provided earnings guidance for the Fiscal year 2023. For the period, the company now projects EPS of $8.10 to $8.50 (prior $6.90 to $7.55), sales growth of 13% to 15% (prior 5% to 9% including 6% to 10% on an organic basis) and EBITDA margins of 11.5% to 11.7% (prior 10.9% to 11.2%).Reported Earnings • Jan 27Second quarter 2023 earnings released: EPS: US$2.09 (vs US$1.48 in 2Q 2022)Second quarter 2023 results: EPS: US$2.09 (up from US$1.48 in 2Q 2022). Revenue: US$1.06b (up 21% from 2Q 2022). Net income: US$80.5m (up 41% from 2Q 2022). Profit margin: 7.6% (up from 6.5% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.2% p.a. on average during the next 2 years, compared to a 2.7% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 13Applied Industrial Technologies, Inc. to Report Q2, 2023 Results on Jan 26, 2023Applied Industrial Technologies, Inc. announced that they will report Q2, 2023 results Pre-Market on Jan 26, 2023Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 4 highly experienced directors. Independent Director Shelly Chadwick was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Nov 07Upcoming dividend of US$0.34 per shareEligible shareholders must have bought the stock before 14 November 2022. Payment date: 30 November 2022. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (2.8%).Recent Insider Transactions • Nov 04VP, General Counsel & Secretary recently sold €1.9m worth of stockOn the 1st of November, Fred Bauer sold around 15k shares on-market at roughly €129 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €8.3m more than they bought in the last 12 months.お知らせ • Nov 03Applied Industrial Technologies, Inc. (NYSE:AIT) acquired Automation, Inc.Applied Industrial Technologies, Inc. (NYSE:AIT) acquired Automation, Inc. on November 2, 2022. Applied Industrial Technologies, Inc. (NYSE:AIT) completed the acquisition of Automation, Inc. on November 2, 2022.Reported Earnings • Oct 28First quarter 2023 earnings released: EPS: US$2.00 (vs US$1.38 in 1Q 2022)First quarter 2023 results: EPS: US$2.00 (up from US$1.38 in 1Q 2022). Revenue: US$1.06b (up 19% from 1Q 2022). Net income: US$76.9m (up 45% from 1Q 2022). Profit margin: 7.2% (up from 5.9% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 2 years, compared to a 3.1% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 28+ 1 more updateApplied Industrial Technologies, Inc. Revises Earnings Guidance for the Fiscal Year 2023Applied Industrial Technologies, Inc. revised earnings guidance for the fiscal year 2023. For fiscal 2023, the company now projects EPS of $6.90 to $7.55 (prior $6.65 to $7.30), sales growth of 5% to 9% including 6% to 10% on an organic basis (prior 3% to 7%).お知らせ • Oct 07Applied Industrial Technologies, Inc. to Report Q1, 2023 Results on Oct 27, 2022Applied Industrial Technologies, Inc. announced that they will report Q1, 2023 results at 9:30 AM, US Eastern Standard Time on Oct 27, 2022お知らせ • Sep 10Applied Industrial Technologies, Inc., Annual General Meeting, Oct 25, 2022Applied Industrial Technologies, Inc., Annual General Meeting, Oct 25, 2022, at 09:00 US Eastern Standard Time. Location: 1 Applied Plaza, East 36th Street and Euclid Avenue Cleveland Ohio United States Agenda: To elect three directors; to approve, through a nonbinding advisory vote, the compensation of company's named executive officers as disclosed in the attached proxy statement; to ratify the Audit Committee’s appointment of independent auditors for the fiscal year ending June 30, 2023.Board Change • Sep 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 4 highly experienced directors. Independent Director Shelly Chadwick was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Aug 30VP & Chief Human Resource Officer recently sold €808k worth of stockOn the 25th of August, Kurt Loring sold around 7k shares on-market at roughly €113 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.5m more than they bought in the last 12 months.Reported Earnings • Aug 13Full year 2022 earnings released: EPS: US$6.69 (vs US$3.74 in FY 2021)Full year 2022 results: EPS: US$6.69 (up from US$3.74 in FY 2021). Revenue: US$3.81b (up 18% from FY 2021). Net income: US$257.4m (up 78% from FY 2021). Profit margin: 6.8% (up from 4.5% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 3.6%, compared to a 9.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.株主還元AT4DE Trade DistributorsDE 市場7D1.5%-6.1%2.4%1Y36.0%1.5%1.2%株主還元を見る業界別リターン: AT4過去 1 年間で1.5 % の収益を上げたGerman Trade Distributors業界を上回りました。リターン対市場: AT4過去 1 年間で1.2 % の収益を上げたGerman市場を上回りました。価格変動Is AT4's price volatile compared to industry and market?AT4 volatilityAT4 Average Weekly Movement3.7%Trade Distributors Industry Average Movement5.4%Market Average Movement6.1%10% most volatile stocks in DE Market13.4%10% least volatile stocks in DE Market2.7%安定した株価: AT4 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: AT4の 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19236,859Neil Schrimsherwww.applied.com米国、カナダ、メキシコ、オーストラリア、ニュージーランド、シンガポール、コスタリカで産業用モーション、パワー、コントロール、オートメーション技術ソリューションを販売。サービスセンターベースのディストリビューションとエンジニアドソリューションの2つのセグメントで事業を展開。同社は、ベアリング、パワートランスミッション製品、エンジニアリング流体動力部品およびシステム、特殊流量制御ソリューション、高度自動化製品、工業用ゴム製品、直線運動部品、自動化ソリューション、工具、安全製品、油田用品、その他の工業用品およびメンテナンス用品、モーター、ベルト、ドライブ、カップリング、ポンプ、油圧・空圧部品、ろ過用品、バルブ、継手、プロセス計装、アクチュエーター、ホース、ろ過用品、および顧客の機械や設備の一般的な運用ニーズのためのその他の関連用品を販売している。また、コンベヤーベルトやゴムライニングの取り付け、変更、修理、ホースアセンブリの提供などを行うゴム加工工場やサービスフィールドも運営している。さらに、技術サポートサービス、フルードパワーおよび工業用流量制御製品の販売、マシンビジョン、ロボティクス、モーションコントロール、スマートテクノロジーなどの高度なオートメーションソリューションも提供している。サービスセンターのネットワークを通じて産業用製品を販売している。農業・食品加工、セメント、化学・石油化学、加工金属、林産物、産業機械・機器、ライフサイエンス、鉱業、石油・ガス、一次金属、テクノロジー、運輸、公益事業、政府機関など、さまざまな業界にサービスを提供している。以前はベアリング社として知られ、1997年にアプライド・インダストリアルテクノロジーズ社に社名を変更した。同社は1923年に設立され、オハイオ州クリーブランドに本社を置いている。もっと見るApplied Industrial Technologies, Inc. 基礎のまとめApplied Industrial Technologies の収益と売上を時価総額と比較するとどうか。AT4 基礎統計学時価総額€9.75b収益（TTM）€346.83m売上高(TTM)€4.16b28.1xPER（株価収益率2.3xP/SレシオAT4 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計AT4 損益計算書（TTM）収益US$4.84b売上原価US$3.37b売上総利益US$1.47bその他の費用US$1.07b収益US$403.76m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）10.92グロス・マージン30.39%純利益率8.34%有利子負債／自己資本比率19.6%AT4 の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.7%現在の配当利回り18%配当性向AT4 配当は確実ですか？AT4 配当履歴とベンチマークを見るAT4 、いつまでに購入すれば配当金を受け取れますか？Applied Industrial Technologies 配当日配当落ち日May 15 2026配当支払日May 29 2026配当落ちまでの日数11 days配当支払日までの日数3 daysAT4 配当は確実ですか？AT4 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/25 23:19終値2026/05/25 00:00収益2026/03/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Applied Industrial Technologies, Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。17 アナリスト機関David MantheyBairdSabrina AbramsBofA Global ResearchAndrew ObinBofA Global Research14 その他のアナリストを表示
Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Director Rich Simoncic was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 29+ 2 more updatesApplied Industrial Technologies, Inc. Updates Earnings Guidance for the Fiscal Year Ending June 30, 2026Applied Industrial Technologies, Inc. updated earnings guidance for the fiscal year ending June 30, 2026. For the year, EPS is expected to be in the range of $10.64 to $10.75, (prior $10.45 to $10.75), and total sales growth 7.2% to 7.7%, (prior 5.5% to 7.0%).
お知らせ • Apr 06Applied Industrial Technologies, Inc. to Report Q3, 2026 Results on Apr 28, 2026Applied Industrial Technologies, Inc. announced that they will report Q3, 2026 results at 9:30 AM, US Eastern Standard Time on Apr 28, 2026
お知らせ • Jan 27+ 1 more updateApplied Industrial Technologies, Inc. Approves Quarterly Cash Dividend, Payable on February 27, 2026Applied Industrial Technologies, Inc. announced that its Board of Directors approved an 11% increase in the quarterly cash dividend to $0.51 per common share, payable on February 27, 2026, to shareholders of record on February 13, 2026. This represents the 17th dividend increase since 2010.
お知らせ • Jan 09Applied Industrial Technologies, Inc. to Report Q2, 2026 Results on Jan 27, 2026Applied Industrial Technologies, Inc. announced that they will report Q2, 2026 results Pre-Market on Jan 27, 2026
お知らせ • Oct 28+ 1 more updateApplied Industrial Technologies, Inc. Raises Earnings Guidance for Fiscal Year 2026Applied Industrial Technologies, Inc. raised earnings guidance for fiscal year 2026. For the period, the Company is modestly increasing fiscal 2026 EPS guidance to a range of $10.10 to $10.85 (prior $10.00 to $10.75) to primarily reflect fiscal 2026 first quarter performance and a slightly lower diluted share count assumption reflecting fiscal 2026 first quarter share repurchases. The Company is maintaining guidance for sales of up 4% to up 7% including up 1% to 4% on an organic basis.
Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Director Rich Simoncic was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 29+ 2 more updatesApplied Industrial Technologies, Inc. Updates Earnings Guidance for the Fiscal Year Ending June 30, 2026Applied Industrial Technologies, Inc. updated earnings guidance for the fiscal year ending June 30, 2026. For the year, EPS is expected to be in the range of $10.64 to $10.75, (prior $10.45 to $10.75), and total sales growth 7.2% to 7.7%, (prior 5.5% to 7.0%).
お知らせ • Apr 06Applied Industrial Technologies, Inc. to Report Q3, 2026 Results on Apr 28, 2026Applied Industrial Technologies, Inc. announced that they will report Q3, 2026 results at 9:30 AM, US Eastern Standard Time on Apr 28, 2026
お知らせ • Jan 27+ 1 more updateApplied Industrial Technologies, Inc. Approves Quarterly Cash Dividend, Payable on February 27, 2026Applied Industrial Technologies, Inc. announced that its Board of Directors approved an 11% increase in the quarterly cash dividend to $0.51 per common share, payable on February 27, 2026, to shareholders of record on February 13, 2026. This represents the 17th dividend increase since 2010.
お知らせ • Jan 09Applied Industrial Technologies, Inc. to Report Q2, 2026 Results on Jan 27, 2026Applied Industrial Technologies, Inc. announced that they will report Q2, 2026 results Pre-Market on Jan 27, 2026
お知らせ • Oct 28+ 1 more updateApplied Industrial Technologies, Inc. Raises Earnings Guidance for Fiscal Year 2026Applied Industrial Technologies, Inc. raised earnings guidance for fiscal year 2026. For the period, the Company is modestly increasing fiscal 2026 EPS guidance to a range of $10.10 to $10.85 (prior $10.00 to $10.75) to primarily reflect fiscal 2026 first quarter performance and a slightly lower diluted share count assumption reflecting fiscal 2026 first quarter share repurchases. The Company is maintaining guidance for sales of up 4% to up 7% including up 1% to 4% on an organic basis.
お知らせ • Oct 08Applied Industrial Technologies, Inc. to Report Q1, 2026 Results on Oct 28, 2025Applied Industrial Technologies, Inc. announced that they will report Q1, 2026 results Pre-Market on Oct 28, 2025
お知らせ • Sep 11Applied Industrial Technologies, Inc., Annual General Meeting, Oct 21, 2025Applied Industrial Technologies, Inc., Annual General Meeting, Oct 21, 2025. Location: 1 applied plaza, east 36th street and euclid avenue, cleveland, ohio, 44115, United States
お知らせ • Aug 14Applied Industrial Technologies, Inc. Provides Earnings Guidance for Fiscal 2026Applied Industrial Technologies, Inc. provided earnings Guidance for Fiscal 2026. For the year, the company expects EPS guidance in the range of $10.00 to $10.75 based on assumptions for total sales of up 4% to 7% including up 1% to 4% on an organic basis.
お知らせ • Jul 28Applied Industrial Technologies, Inc. to Report Q4, 2025 Results on Aug 14, 2025Applied Industrial Technologies, Inc. announced that they will report Q4, 2025 results Pre-Market on Aug 14, 2025
お知らせ • Jun 30+ 7 more updatesApplied Industrial Technologies, Inc.(NYSE:AIT) dropped from Russell 2000 Growth IndexApplied Industrial Technologies, Inc.(NYSE:AIT) dropped from Russell 2000 Growth Index
お知らせ • Jun 25Applied Industrial Technologies, Inc. Declares Quarterly Cash Dividend, Payable on August 29, 2025Applied Industrial Technologies announced that its board of directors declared a quarterly cash dividend of $0.46 per common share. The dividend is payable on August 29, 2025, to shareholders of record on August 15, 2025.
お知らせ • May 01+ 2 more updatesApplied Industrial Technologies, Inc. Provides Earnings Guidance for the Fourth Quarter of Year 2025Applied Industrial Technologies, Inc. provided earnings guidance for the fourth quarter of year 2025. For the quarter, the company assumes EPS between $2.52 and $2.67 on total sales of down 1% to up 3% year over year. Fourth quarter sales guidance assumes average daily sales decline organically by a mid to low single-digit percent over the prior year. The updated outlook considers average daily sales in April declining by an estimated 3% organically year over year and greater economic uncertainty following recent tariff actions, inflationary headwinds, and ongoing growth investments.
お知らせ • Apr 11Applied Industrial Technologies, Inc. to Report Q3, 2025 Results on May 01, 2025Applied Industrial Technologies, Inc. announced that they will report Q3, 2025 results Pre-Market on May 01, 2025
お知らせ • Jan 29+ 1 more updateApplied Industrial Technologies, Inc. Approves Quarterly Dividend, Payable on February 28, 2025Applied Industrial Technologies, Inc. announced that its Board of Directors approved a 24% increase in the quarterly cash dividend to $0.46 per common share, payable on February 28, 2025, to shareholders of record on February 14, 2025. This represents the 16th dividend increase since 2010.
お知らせ • Jan 09Applied Industrial Technologies, Inc. to Report Q2, 2025 Results on Jan 29, 2025Applied Industrial Technologies, Inc. announced that they will report Q2, 2025 results Pre-Market on Jan 29, 2025
お知らせ • Jan 02Applied Industrial Technologies, Inc. (NYSE:AIT) completed the acquisition of Hydradyne, LLC from LOR, Inc.Applied Industrial Technologies, Inc. (NYSE:AIT) agreed to acquire Hydradyne, LLC from LOR, Inc. for approximately $270 million on November 21, 2024. A cash consideration of $272 million will be paid by Applied Industrial Technologies, Inc. The total consideration paid by Applied will be funded with cash on hand. Applied Industrial Technologies shall deposit with the Escrow Agent, in accordance with the Adjustment Escrow Agreement, an amount equal to $4 million. The Transaction is expected to close in the fourth quarter of calendar year 2024. Consummation of the Transaction is subject to customary closing conditions, including the expiration of the waiting period applicable to the consummation of the Transaction under theU.S. Hart-Scott-Rodino Antitrust Improvement Act of 1976. The Purchase Agreement also includes customary termination provisions and provides that if the Transaction has not been consummated by March 21, 2025. Applied expects the acquisition to contribute approximately $260 million in sales and $30 million in EBITDA before anticipated synergies, as well as be accretive to EPS, within the first 12 months of ownership prior to transaction-related expenses and the impact of purchase accounting adjustments. Squire Patton Boggs LLP acted as legal advisor for Applied Industrial Technologies, Inc. McDermott Will & Emery LLP acted as legal advisor for LOR, Inc. Applied Industrial Technologies, Inc. (NYSE:AIT) completed the acquisition of Hydradyne, LLC from LOR, Inc. on December 31, 2024.
お知らせ • Nov 22Applied Industrial Technologies, Inc. (NYSE:AIT) agreed to acquire Hydradyne, LLC from LOR, Inc. for approximately $270 million.Applied Industrial Technologies, Inc. (NYSE:AIT) agreed to acquire Hydradyne, LLC from LOR, Inc. for approximately $270 million on November 21, 2024. A cash consideration of $272 million will be paid by Applied Industrial Technologies, Inc. The total consideration paid by Applied will be funded with cash on hand. Applied Industrial Technologies shall deposit with the Escrow Agent, in accordance with the Adjustment Escrow Agreement, an amount equal to $4 million. The Transaction is expected to close in the fourth quarter of calendar year 2024. Consummation of the Transaction is subject to customary closing conditions, including the expiration of the waiting period applicable to the consummation of the Transaction under theU.S. Hart-Scott-Rodino Antitrust Improvement Act of 1976. The Purchase Agreement also includes customary termination provisions and provides that if the Transaction has not been consummated by March 21, 2025. Applied expects the acquisition to contribute approximately $260 million in sales and $30 million in EBITDA before anticipated synergies, as well as be accretive to EPS, within the first 12 months of ownership prior to transaction-related expenses and the impact of purchase accounting adjustments. Squire Patton Boggs LLP acted as legal advisor for Applied Industrial Technologies, Inc. McDermott Will & Emery LLP acted as legal advisor for LOR, Inc.
Upcoming Dividend • Nov 10Upcoming dividend of US$0.37 per shareEligible shareholders must have bought the stock before 15 November 2024. Payment date: 29 November 2024. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.1%).
Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €242, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 16x in the Trade Distributors industry in Europe. Total returns to shareholders of 174% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €227 per share.
お知らせ • Nov 08Private Equity Reportedly Kicking the Tyres of QuestasPrivate equity firms are understood to be the players most interested in buying the $400 million industrial business Questas Group Pty Ltd, with the sale process likely to be wrapped up by Christmas. DataRoom reported last month that the business was on offer by owner Allegro Funds (Allegro Funds Pty Ltd) through investment bank UBS, with expectations it might sell for about $400 million. Some industry experts believed that one of the most likely trade buyers to take a look would be Genuine Parts Company (NYSE:GPC) (GPC), which operates in similar areas to Questas. Another is the company Applied Industrial Technologies, Inc. (NYSE:AIT). But the understanding is that mid-sized private equity firms will dominate the competition.
Declared Dividend • Oct 27First quarter dividend of US$0.37 announcedShareholders will receive a dividend of US$0.37. Ex-date: 15th November 2024 Payment date: 29th November 2024 Dividend yield will be 0.7%, which is lower than the industry average of 2.7%. Payout Ratios Payout ratio: 15%. Cash payout ratio: 14%.
Reported Earnings • Oct 24First quarter 2025 earnings released: EPS: US$2.40 (vs US$2.42 in 1Q 2024)First quarter 2025 results: EPS: US$2.40 (down from US$2.42 in 1Q 2024). Revenue: US$1.10b (flat on 1Q 2024). Net income: US$92.1m (down 1.9% from 1Q 2024). Profit margin: 8.4% (down from 8.6% in 1Q 2024). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 24+ 1 more updateApplied Industrial Technologies, Inc. Revises Earnings Guidance for the Year 2025Applied Industrial Technologies, Inc. revised earnings guidance for the year 2025. The Company is modestly increasing fiscal 2025 EPS guidance to a range of $9.25 to $10.00 (prior $9.20 to $9.95) to primarily reflect updated assumptions for Interest and Other Income following fiscal 2025 first quarter results. The Company is maintaining guidance for sales of down 2.5% to up 2.5% including down 4.0% to up 1.0% on an organic daily basis, as well as EBITDA margins of 12.1% to 12.3%.
お知らせ • Oct 08Applied Industrial Technologies, Inc. to Report Q1, 2025 Results on Oct 24, 2024Applied Industrial Technologies, Inc. announced that they will report Q1, 2025 results at 9:30 AM, US Eastern Standard Time on Oct 24, 2024
Recent Insider Transactions • Sep 05VP & Chief Human Resource Officer recently sold €892k worth of stockOn the 30th of August, Kurt Loring sold around 5k shares on-market at roughly €184 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €3.9m. Insiders have been net sellers, collectively disposing of €7.9m more than they bought in the last 12 months.
Recent Insider Transactions • Aug 22President recently sold €677k worth of stockOn the 19th of August, Neil Schrimsher sold around 4k shares on-market at roughly €183 per share. This transaction amounted to 1.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Neil has been a net seller over the last 12 months, reducing personal holdings by €2.1m.
Reported Earnings • Aug 16Full year 2024 earnings released: EPS: US$9.98 (vs US$8.99 in FY 2023)Full year 2024 results: EPS: US$9.98 (up from US$8.99 in FY 2023). Revenue: US$4.48b (up 1.5% from FY 2023). Net income: US$385.8m (up 11% from FY 2023). Profit margin: 8.6% (up from 7.9% in FY 2023). Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 15Applied Industrial Technologies, Inc. Provides Earnings Guidance for Fiscal 2025Applied Industrial Technologies, Inc. provided earnings Guidance for Fiscal 2025. For the year, the company expects EPS guidance in the range of $9.20 to $9.95 based on assumptions for total sales of down 2.5% to up 2.5% including down 4.0% to up 1.0% on an organic daily basis.
お知らせ • Aug 14Applied Industrial Technologies Announces Board ChangesApplied Industrial Technologies announced that Richard J. Simoncic has been elected to its Board of Directors. Simoncic, 61, has served in executive leadership roles at Microchip Technology Inc. since 1999, including as Chief Operating Officer, as well as Executive Vice President, Senior Vice President, and Vice President of its Analog Power and Interface Business. Simoncic holds a Bachelor of Science degree in electrical engineering technology from DeVry Institute of Technology. The appointment of Simoncic comes ahead of the departure of Dan P. Komnenovich in October 2024, pursuant to the Company’s guidelines that provide for retirement after a Director reaches the age of 72.
Upcoming Dividend • Aug 08Upcoming dividend of US$0.37 per shareEligible shareholders must have bought the stock before 15 August 2024. Payment date: 30 August 2024. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.3%).
お知らせ • Jul 25Applied Industrial Technologies, Inc. to Report Q4, 2024 Results on Aug 15, 2024Applied Industrial Technologies, Inc. announced that they will report Q4, 2024 results Pre-Market on Aug 15, 2024
Declared Dividend • Jul 08Third quarter dividend of US$0.37 announcedShareholders will receive a dividend of US$0.37. Ex-date: 15th August 2024 Payment date: 30th August 2024 Dividend yield will be 0.8%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 4.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 12% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Jul 05Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.2% to €175. The fair value is estimated to be €219, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 9.0% in 2 years. Earnings are forecast to grow by 14% in the next 2 years.
お知らせ • Jun 29Applied Industrial Technologies, Inc., Annual General Meeting, Oct 22, 2024Applied Industrial Technologies, Inc., Annual General Meeting, Oct 22, 2024. Location: its corporate headquarters, 1 applied plaza (e. 36th & euclid avenue), cleveland, ohio., United States
お知らせ • Jun 28Applied Industrial Technologies, Inc. Announces Quarterly Cash Dividend, Payable on August 30, 2024Applied Industrial Technologies, Inc. announced that Board of Directors of the company declared quarterly cash dividend of $0.37 per common share. The dividend will be payable on August 30, 2024, to shareholders of record on August 15, 2024.
Buy Or Sell Opportunity • Jun 07Now 21% undervaluedOver the last 90 days, the stock has risen 1.8% to €170. The fair value is estimated to be €214, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 8.9% in 2 years. Earnings are forecast to grow by 14% in the next 2 years.
Buy Or Sell Opportunity • May 02Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €166. The fair value is estimated to be €208, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 9.9% in 2 years. Earnings are forecast to grow by 14% in the next 2 years.
Declared Dividend • Apr 28Third quarter dividend of US$0.37 announcedShareholders will receive a dividend of US$0.37. Ex-date: 14th May 2024 Payment date: 31st May 2024 Dividend yield will be 0.8%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 4.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 12% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 26+ 2 more updatesApplied Industrial Technologies, Inc. Declares Quarterly Cash Dividend, Payable on May 31, 2024Applied Industrial Technologies, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.37 per common share, payable on May 31, 2024, to shareholders of record on May 15, 2024.
Reported Earnings • Apr 26Third quarter 2024 earnings released: EPS: US$2.51 (vs US$2.52 in 3Q 2023)Third quarter 2024 results: EPS: US$2.51. Revenue: US$1.15b (up 1.3% from 3Q 2023). Net income: US$97.2m (flat on 3Q 2023). Profit margin: 8.5% (in line with 3Q 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Trade Distributors industry in Europe.
Buy Or Sell Opportunity • Apr 12Now 20% undervaluedOver the last 90 days, the stock has risen 16% to €177. The fair value is estimated to be €222, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 8.2% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.
お知らせ • Apr 09Applied Industrial Technologies, Inc. to Report Q3, 2024 Results on Apr 25, 2024Applied Industrial Technologies, Inc. announced that they will report Q3, 2024 results Pre-Market on Apr 25, 2024
Upcoming Dividend • Feb 07Upcoming dividend of US$0.37 per share at 0.8% yieldEligible shareholders must have bought the stock before 14 February 2024. Payment date: 29 February 2024. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (2.7%).
Declared Dividend • Jan 28Second quarter dividend of US$0.37 announcedShareholders will receive a dividend of US$0.37. Ex-date: 14th February 2024 Payment date: 29th February 2024 Dividend yield will be 0.8%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 4.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 3.1% over the next year, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jan 26Applied Industrial Technologies, Inc. Revises Earnings Guidance for the Fiscal Year 2024Applied Industrial Technologies, Inc. revised earnings guidance for the fiscal year 2024. For the year, the company now projects sales growth of 1% to 3% (prior 1% to 4%) including 0% to 2% on an organic daily basis.
お知らせ • Jan 25Applied Industrial Technologies, Inc. Approves Quarterly Cash Dividend, Payable on February 29, 2024Applied Industrial Technologies, Inc. announced that its Board of Directors approved an increase in the quarterly cash dividend to $0.37 per common share, payable on February 29, 2024, to shareholders of record on February 15, 2024.
お知らせ • Jan 13Applied Industrial Technologies, Inc. to Report Q2, 2024 Results on Jan 25, 2024Applied Industrial Technologies, Inc. announced that they will report Q2, 2024 results at 9:30 AM, US Eastern Standard Time on Jan 25, 2024
Recent Insider Transactions • Nov 17VP & Chief Human Resource Officer recently sold €829k worth of stockOn the 14th of November, Kurt Loring sold around 5k shares on-market at roughly €152 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.4m. Insiders have been net sellers, collectively disposing of €7.0m more than they bought in the last 12 months.
お知らせ • Oct 28+ 1 more updateApplied Industrial Technologies, Inc. Raises Earnings Guidance for the Fiscal Year of 2024Applied Industrial Technologies, Inc. raised earnings guidance for the fiscal year of 2024. For the year, Company now projects EPS of $9.25 to $9.80 (prior $8.80 to $9.55), sales growth of 1% to 4% (prior 0% to 4%) including 0% to 3% on an organic daily basis, and EBITDA margins of 12.0% to 12.3% (prior 11.9% to 12.1%).
Reported Earnings • Oct 27First quarter 2024 earnings released: EPS: US$2.42 (vs US$2.00 in 1Q 2023)First quarter 2024 results: EPS: US$2.42 (up from US$2.00 in 1Q 2023). Revenue: US$1.10b (up 3.1% from 1Q 2023). Net income: US$93.8m (up 22% from 1Q 2023). Profit margin: 8.6% (up from 7.2% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 06Applied Industrial Technologies, Inc. to Report Q1, 2024 Results on Oct 26, 2023Applied Industrial Technologies, Inc. announced that they will report Q1, 2024 results Pre-Market on Oct 26, 2023
お知らせ • Sep 06Applied Industrial Technologies, Inc. (NYSE:AIT) acquired Bearing Distributors, Inc. And Cangro Industries, Inc.Applied Industrial Technologies, Inc. (NYSE:AIT) acquired Bearing Distributors, Inc. And Cangro Industries, Inc. on September 5, 2023. Applied Industrial Technologies, Inc. (NYSE:AIT) completed the acquisition of Bearing Distributors, Inc. And Cangro Industries, Inc. on September 5, 2023.
Recent Insider Transactions • Aug 30President recently sold €1.4m worth of stockOn the 25th of August, Neil Schrimsher sold around 10k shares on-market at roughly €143 per share. This transaction amounted to 3.3% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €4.2m. Neil has been a net seller over the last 12 months, reducing personal holdings by €5.8m.
New Risk • Aug 17New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €4.4m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. This is currently the only risk that has been identified for the company.
Recent Insider Transactions • Aug 17President recently sold €4.2m worth of stockOn the 15th of August, Neil Schrimsher sold around 30k shares on-market at roughly €141 per share. This transaction amounted to 9.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Neil has been a net seller over the last 12 months, reducing personal holdings by €4.4m.
お知らせ • Aug 11Applied Industrial Technologies, Inc. Provides Earnings Guidance for the Fiscal 2024Applied Industrial Technologies, Inc. provided earnings guidance for the fiscal 2024. The company is introducing fiscal 2024 EPS guidance in the range of $8.80 to $9.55 based on sales growth of 0% to 4%.
Reported Earnings • Aug 11Full year 2023 earnings released: EPS: US$8.99 (vs US$6.69 in FY 2022)Full year 2023 results: EPS: US$8.99 (up from US$6.69 in FY 2022). Revenue: US$4.41b (up 16% from FY 2022). Net income: US$346.7m (up 35% from FY 2022). Profit margin: 7.9% (up from 6.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 2 years, compared to a 6.9% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 07Upcoming dividend of US$0.35 per share at 1.0% yieldEligible shareholders must have bought the stock before 14 August 2023. Payment date: 31 August 2023. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.0%).
お知らせ • Jun 24+ 1 more updateApplied Industrial Technologies, Inc., Annual General Meeting, Oct 24, 2023Applied Industrial Technologies, Inc., Annual General Meeting, Oct 24, 2023, at 09:00 Eastern Daylight. Location: Corporate Headquarters, 1 Applied Plaza (E. 36th & Euclid Avenue) Clevland Ohio United States
Recent Insider Transactions • May 25President recently sold €199k worth of stockOn the 22nd of May, Neil Schrimsher sold around 2k shares on-market at roughly €120 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Neil's only on-market trade for the last 12 months.
Upcoming Dividend • May 05Upcoming dividend of US$0.35 per share at 1.1% yieldEligible shareholders must have bought the stock before 12 May 2023. Payment date: 31 May 2023. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.7%).
Reported Earnings • Apr 28Third quarter 2023 earnings released: EPS: US$2.52 (vs US$1.78 in 3Q 2022)Third quarter 2023 results: EPS: US$2.52 (up from US$1.78 in 3Q 2022). Revenue: US$1.13b (up 15% from 3Q 2022). Net income: US$97.2m (up 42% from 3Q 2022). Profit margin: 8.6% (up from 7.0% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 2 years compared to a 5.2% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Feb 07Upcoming dividend of US$0.35 per share at 1.0% yieldEligible shareholders must have bought the stock before 14 February 2023. Payment date: 28 February 2023. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (2.6%).
お知らせ • Jan 27+ 1 more updateApplied Industrial Technologies, Inc. Provides Earnings Guidance for the Fiscal Year 2023Applied Industrial Technologies, Inc. provided earnings guidance for the Fiscal year 2023. For the period, the company now projects EPS of $8.10 to $8.50 (prior $6.90 to $7.55), sales growth of 13% to 15% (prior 5% to 9% including 6% to 10% on an organic basis) and EBITDA margins of 11.5% to 11.7% (prior 10.9% to 11.2%).
Reported Earnings • Jan 27Second quarter 2023 earnings released: EPS: US$2.09 (vs US$1.48 in 2Q 2022)Second quarter 2023 results: EPS: US$2.09 (up from US$1.48 in 2Q 2022). Revenue: US$1.06b (up 21% from 2Q 2022). Net income: US$80.5m (up 41% from 2Q 2022). Profit margin: 7.6% (up from 6.5% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.2% p.a. on average during the next 2 years, compared to a 2.7% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 13Applied Industrial Technologies, Inc. to Report Q2, 2023 Results on Jan 26, 2023Applied Industrial Technologies, Inc. announced that they will report Q2, 2023 results Pre-Market on Jan 26, 2023
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 4 highly experienced directors. Independent Director Shelly Chadwick was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Nov 07Upcoming dividend of US$0.34 per shareEligible shareholders must have bought the stock before 14 November 2022. Payment date: 30 November 2022. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (2.8%).
Recent Insider Transactions • Nov 04VP, General Counsel & Secretary recently sold €1.9m worth of stockOn the 1st of November, Fred Bauer sold around 15k shares on-market at roughly €129 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €8.3m more than they bought in the last 12 months.
お知らせ • Nov 03Applied Industrial Technologies, Inc. (NYSE:AIT) acquired Automation, Inc.Applied Industrial Technologies, Inc. (NYSE:AIT) acquired Automation, Inc. on November 2, 2022. Applied Industrial Technologies, Inc. (NYSE:AIT) completed the acquisition of Automation, Inc. on November 2, 2022.
Reported Earnings • Oct 28First quarter 2023 earnings released: EPS: US$2.00 (vs US$1.38 in 1Q 2022)First quarter 2023 results: EPS: US$2.00 (up from US$1.38 in 1Q 2022). Revenue: US$1.06b (up 19% from 1Q 2022). Net income: US$76.9m (up 45% from 1Q 2022). Profit margin: 7.2% (up from 5.9% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 2 years, compared to a 3.1% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 28+ 1 more updateApplied Industrial Technologies, Inc. Revises Earnings Guidance for the Fiscal Year 2023Applied Industrial Technologies, Inc. revised earnings guidance for the fiscal year 2023. For fiscal 2023, the company now projects EPS of $6.90 to $7.55 (prior $6.65 to $7.30), sales growth of 5% to 9% including 6% to 10% on an organic basis (prior 3% to 7%).
お知らせ • Oct 07Applied Industrial Technologies, Inc. to Report Q1, 2023 Results on Oct 27, 2022Applied Industrial Technologies, Inc. announced that they will report Q1, 2023 results at 9:30 AM, US Eastern Standard Time on Oct 27, 2022
お知らせ • Sep 10Applied Industrial Technologies, Inc., Annual General Meeting, Oct 25, 2022Applied Industrial Technologies, Inc., Annual General Meeting, Oct 25, 2022, at 09:00 US Eastern Standard Time. Location: 1 Applied Plaza, East 36th Street and Euclid Avenue Cleveland Ohio United States Agenda: To elect three directors; to approve, through a nonbinding advisory vote, the compensation of company's named executive officers as disclosed in the attached proxy statement; to ratify the Audit Committee’s appointment of independent auditors for the fiscal year ending June 30, 2023.
Board Change • Sep 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 4 highly experienced directors. Independent Director Shelly Chadwick was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Aug 30VP & Chief Human Resource Officer recently sold €808k worth of stockOn the 25th of August, Kurt Loring sold around 7k shares on-market at roughly €113 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.5m more than they bought in the last 12 months.
Reported Earnings • Aug 13Full year 2022 earnings released: EPS: US$6.69 (vs US$3.74 in FY 2021)Full year 2022 results: EPS: US$6.69 (up from US$3.74 in FY 2021). Revenue: US$3.81b (up 18% from FY 2021). Net income: US$257.4m (up 78% from FY 2021). Profit margin: 6.8% (up from 4.5% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 3.6%, compared to a 9.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
