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Applied Industrial Technologies, Inc.NYSE:AIT 株式レポート

時価総額 US$11.9b
株価
n/a
1Y30.4%
7D0.09%
1D2.7%
ポートフォリオ価値
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Applied Industrial Technologies, Inc.

NYSE:AIT 株式レポート

時価総額:US$11.9b

Applied Industrial Technologies(AIT)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

AIT 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3/6
財務の健全性6/6
配当金0/6

AIT Community Fair Values

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Applied Industrial Technologies, Inc. 競合他社

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$331.15
52週高値US$345.48
52週安値US$238.34
ベータ0.83
1ヶ月の変化5.43%
3ヶ月変化14.58%
1年変化30.42%
3年間の変化129.42%
5年間の変化281.64%
IPOからの変化51,704.35%

最新ニュース

Seeking Alpha Jun 30

Applied Industrial Technologies: Slowing Growth Cannot Support Rising Valuations Indefinitely

Summary Applied Industrial Technologies has seen it stock price appreciate for years, but there could be trouble lurking underneath due to earnings growth lagging behind. The appreciation in the stock price was backed by strong growth, but lately this growth has slowed down and could slow down further in the short term. AIT may not grow fast enough in the coming years to justify elevated valuations if we go by the financial model used in a recent Investor Presentation. There is reason to think AIT has become overvalued with the way the stock has gone up, which is why I am neutral on AIT with a hold rating. Read the full article on Seeking Alpha
ナラティブの更新 Jun 27

AIT: Fairly Valued As Earnings Strength And Drone JV Shape Future Returns

Analysts have raised their price target for Applied Industrial Technologies from $334 to about $351, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E, which together support a higher valuation framework. What's in the News for Applied Industrial Technologies Q3 2026 revenue came in at US$1.25b, 5.69% above forecasts, with 7.26% year-over-year growth driven by 6% organic sales growth across segments, according to recent earnings reports.
分析記事 Jun 18

Applied Industrial Technologies (AIT) Stock Looks Slightly Rich After Drone And AI Venture News

Applied Industrial Technologies (AIT) has drawn fresh attention after signing a Letter of Intent with ideaForge Technology to pursue a joint venture in drones, AI, and next-generation mobility, alongside recent earnings and analyst commentary. See our latest analysis for Applied Industrial Technologies. Against this backdrop, Applied Industrial Technologies’ recent Letter of Intent in drones and AI comes as the stock shows strong momentum, with a 30.17% year to date share price return and a...

Recent updates

Seeking Alpha Jun 30

Applied Industrial Technologies: Slowing Growth Cannot Support Rising Valuations Indefinitely

Summary Applied Industrial Technologies has seen it stock price appreciate for years, but there could be trouble lurking underneath due to earnings growth lagging behind. The appreciation in the stock price was backed by strong growth, but lately this growth has slowed down and could slow down further in the short term. AIT may not grow fast enough in the coming years to justify elevated valuations if we go by the financial model used in a recent Investor Presentation. There is reason to think AIT has become overvalued with the way the stock has gone up, which is why I am neutral on AIT with a hold rating. Read the full article on Seeking Alpha
ナラティブの更新 Jun 27

AIT: Fairly Valued As Earnings Strength And Drone JV Shape Future Returns

Analysts have raised their price target for Applied Industrial Technologies from $334 to about $351, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E, which together support a higher valuation framework. What's in the News for Applied Industrial Technologies Q3 2026 revenue came in at US$1.25b, 5.69% above forecasts, with 7.26% year-over-year growth driven by 6% organic sales growth across segments, according to recent earnings reports.
分析記事 Jun 18

Applied Industrial Technologies (AIT) Stock Looks Slightly Rich After Drone And AI Venture News

Applied Industrial Technologies (AIT) has drawn fresh attention after signing a Letter of Intent with ideaForge Technology to pursue a joint venture in drones, AI, and next-generation mobility, alongside recent earnings and analyst commentary. See our latest analysis for Applied Industrial Technologies. Against this backdrop, Applied Industrial Technologies’ recent Letter of Intent in drones and AI comes as the stock shows strong momentum, with a 30.17% year to date share price return and a...
ナラティブの更新 Jun 13

AIT: Guidance Tweaks And Buybacks Will Shape Future Return Profile

Analysts have raised their price target on Applied Industrial Technologies by $4 to $334, citing slightly lower assumed discount rates and a modestly higher future P/E multiple in their updated valuation work. What's in the News Updated earnings guidance for the fiscal fourth quarter ending June 30, 2026, with EPS projected in a range of $2.85 to $2.96 and total sales growth assumed at 4.5% to 6.0% (company guidance).
ナラティブの更新 May 29

AIT: Guidance And Buybacks Will Shape Measured Long Term Return Profile

Analysts have maintained their fair value estimate for Applied Industrial Technologies at $330 while adjusting assumptions such as the discount rate and future P/E. This has supported a reaffirmed price target that reflects updated views on the stock's long-term risk and valuation profile.
分析記事 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...
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
ナラティブの更新 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).
分析記事 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...
分析記事 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...
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

株主還元

AITUS Trade DistributorsUS 市場
7D0.09%0.2%0.7%
1Y30.4%15.6%20.6%

業界別リターン: AIT過去 1 年間で15.6 % の収益を上げたUS Trade Distributors業界を上回りました。

リターン対市場: AIT過去 1 年間で20.6 % の収益を上げたUS市場を上回りました。

価格変動

Is AIT's price volatile compared to industry and market?
AIT volatility
AIT Average Weekly Movement3.6%
Trade Distributors Industry Average Movement7.0%
Market Average Movement7.3%
10% most volatile stocks in US Market16.6%
10% least volatile stocks in US Market3.2%

安定した株価: AIT 、 US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: AIT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。サービスセンター部門とエンジニアド・ソリューション部門に分かれる。サービスセンター部門では、産業用ベアリング、パワートランスミッション、フルードパワーコンポーネントとシステム、特殊流量制御、高度なファクトリーオートメーションソリューション、一般メンテナンス製品、モーター、ベルト、ドライブ、カップリング、ポンプ、リニアモーション、油圧・空圧コンポーネント、ろ過用品、ホース、その他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、ホースアセンブリの取り付け、変更、修理も行っている。エンジニアード・ソリューション部門は、油圧・空気圧フルードパワー技術、エンジニアード・フローコントロール製品およびサービス、オートメーション技術の販売、エンジニアリング、設計、統合、修理、フルードパワーおよび産業用フローコントロール製品の提供に携わっている。同社のフルードパワー製品およびソリューションは、オフハイウェイ・モービル機器、定置型産業機器および機械、海洋およびオフショア機器、ファクトリーオートメーション、食品加工機器、包装業務、および下流エネルギー・プロセスシステムで使用されている。また、ポンプ、バルブ、継手、ホース、プロセス計装、アクチュエーター、ろ過用品、およびマシンビジョン、協働ロボット、移動ロボット、無線周波数識別、産業用ネットワーキング、モーションコントロール、機械学習技術の設計、エンジニアリング、組立、統合、販売のための高度自動化技術を、OEM、機械メーカー、インテグレーター、その他の産業および技術部門向けに提供している。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。

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。
AIT 基礎統計学
時価総額US$11.92b
収益(TTM)US$403.76m
売上高(TTM)US$4.84b
30.3x
PER(株価収益率
2.5x
P/Sレシオ

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
AIT 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%

AIT 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

0.6%
現在の配当利回り
18%
配当性向

AIT 配当は確実ですか?

AIT 配当履歴とベンチマークを見る
AIT 、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Aug 14 2026
配当支払日Aug 31 2026
配当落ちまでの日数33 days
配当支払日までの日数50 days

AIT 配当は確実ですか?

AIT 配当履歴とベンチマークを見る

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2026/07/10 19:41
終値2026/07/10 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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. 8 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 MantheyBaird
Andrew ObinBofA Global Research
Sabrina AbramsBofA Global Research