Applied Industrial Technologies, Inc.

NYSE:AIT 株式レポート

時価総額:US$11.5b

Applied Industrial Technologies マネジメント

マネジメント 基準チェック /44

Applied Industrial Technologiesの CEO はNeil Schrimsherで、 Oct2011年に任命され、 の在任期間は 14.58年です。 の年間総報酬は$ 6.52Mで、 12.3%給与と87.7%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.35%を直接所有しており、その価値は$ 40.77M 。経営陣と取締役会の平均在任期間はそれぞれ7.9年と8.8年です。

主要情報

Neil Schrimsher

最高経営責任者

US$6.5m

報酬総額

CEO給与比率12.30%
CEO在任期間14.6yrs
CEOの所有権0.4%
経営陣の平均在職期間7.9yrs
取締役会の平均在任期間8.8yrs

経営陣の近況

Recent updates

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).
Seeking Alpha Apr 08

Applied Industrial: Growth Is Not Enticing Right Now

Summary Applied Industrial continues steady performance, but current growth and margin expansion do not justify a buy at present valuations. Top-line growth is primarily acquisition-driven; organic growth remains weak, especially in Service Center-Based distribution, while Engineered Solutions benefits from automation demand. Management tightened FY26 guidance, projecting EPS of $10.45-$10.75 and sales growth of 5.5%-7%, with EBITDA margins essentially flat. Valuation estimates AIT's fair value at $220 per share, suggesting the stock is currently a bit pricey and requires stronger operational improvements for upside. Read the full article on Seeking Alpha
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...
分析記事 Jul 02

Investors Will Want Applied Industrial Technologies' (NYSE:AIT) Growth In ROCE To Persist

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
Seeking Alpha Mar 09

Applied Industrial Technologies: Surprisingly Resilient Share Performance

Summary Shares of Applied Industrial Technologies have seen gains despite negative organic growth, as expanding valuation multiples prompt caution on my part. The company's acquisition of Hydradyne is compelling, contributing significantly to sales while Applied maintains modest leverage, but organic growth remains underwhelming. Valued at 23 times earnings, amidst negative organic growth, shares look less attractive compared to better risk-reward opportunities elsewhere. Despite a solid track record and modest net debt, the recent strong price action contrasts with the broader industrial sector's performance. Read the full article on Seeking Alpha
Seeking Alpha Jan 06

Applied Industrial Technologies: A Disciplined Growth Story

Summary Applied Industrial Technologies leverages M&A for growth, focusing on high-margin segments like flow control and engineered solutions to drive long-term profitability. AIT benefits from reshoring trends and increasing investment into production automation, with 88% of revenue generated in the U.S., positioning it well for future growth. Strong financial performance in FY2023, with 15.8% YoY revenue growth and a 34.3% increase in EPS, highlights effective strategic acquisitions and robust demand. Risks include supplier relationship management and M&A execution, but AIT's disciplined financial strategy and focus on industry consolidation offer promising growth potential. Read the full article on Seeking Alpha
Seeking Alpha Nov 06

Applied Industrial Technologies Can Continue To Outperform

Summary AIT's organic growth is expected to accelerate due to pent-up demand, reshoring, automation trends, and a strong acquisition pipeline. Margins should improve from operating leverage, productivity initiatives, and focus on high-margin markets, despite recent headwinds from volume deleverage and higher costs. AIT trades at a discount to peers like W.W. Grainger and Fastenal, with potential for upward estimate revisions and continued valuation re-rating. Read the full article on Seeking Alpha
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新しいナラティブ Aug 27

Decisive Growth And Enhanced Margins Amid Global Economic Challenges

Expanding solutions portfolio and growing local account base alongside strategic acquisitions aim to positively impact long-term revenue growth and margin expansion.

CEO報酬分析

Applied Industrial Technologies の収益と比較して、Neil Schrimsher の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$404m

Dec 31 2025n/an/a

US$404m

Sep 30 2025n/an/a

US$402m

Jun 30 2025US$7mUS$801k

US$393m

Mar 31 2025n/an/a

US$389m

Dec 31 2024n/an/a

US$386m

Sep 30 2024n/an/a

US$384m

Jun 30 2024US$6mUS$990k

US$386m

Mar 31 2024n/an/a

US$374m

Dec 31 2023n/an/a

US$374m

Sep 30 2023n/an/a

US$364m

Jun 30 2023US$6mUS$950k

US$347m

Mar 31 2023n/an/a

US$334m

Dec 31 2022n/an/a

US$305m

Sep 30 2022n/an/a

US$281m

Jun 30 2022US$6mUS$930k

US$257m

Mar 31 2022n/an/a

US$238m

Dec 31 2021n/an/a

US$225m

Sep 30 2021n/an/a

US$163m

Jun 30 2021US$6mUS$808k

US$145m

Mar 31 2021n/an/a

US$116m

Dec 31 2020n/an/a

-US$23m

Sep 30 2020n/an/a

US$20m

Jun 30 2020US$5mUS$864k

US$24m

Mar 31 2020n/an/a

US$34m

Dec 31 2019n/an/a

US$133m

Sep 30 2019n/an/a

US$134m

Jun 30 2019US$4mUS$900k

US$144m

報酬と市場: Neilの 総報酬 ($USD 6.52M ) は、 US市場 ($USD 14.81M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Neilの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Neil Schrimsher (61 yo)

14.6yrs
在職期間
US$6,517,480
報酬

Mr. Neil A. Schrimsher is Independent Director of Ralliant Corporation since June 28, 2025. Mr. Schrimsher serves as the Chief Executive Officer of Applied Industrial Technologies, Inc. since October 25, 2...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Neil Schrimsher
President14.6yrsUS$6.52m0.35%
$ 40.8m
David Wells
VP, CFO8.7yrsUS$1.76m0.067%
$ 7.7m
Kurt Loring
VP & Chief Human Resource Officer11.8yrsUS$1.25m0.037%
$ 4.3m
Richard Wagner
Chief Accounting Officer & Controller1.8yrsデータなし0.0027%
$ 307.2k
Ryan Cieslak
Vice President of Investor Relations & Treasury7.2yrsデータなしデータなし
Jon Ploetz
VP, General Counsel & Secretary3.2yrsデータなし0.0089%
$ 1.0m
Julie Kho
Manager of Corporate Communications & Public Relationsno dataデータなしデータなし
Joe Mangiapane
Managing Director of Australia & New Zealandno dataデータなしデータなし
Mike Allen
President of Applied Industrial Technologiesno dataデータなしデータなし
7.9yrs
平均在職期間
57yo
平均年齢

経験豊富な経営陣: AITの経営陣は経験豊富で経験豊富です(平均在職期間は7.9年)。


取締役

名称ポジション在職期間報酬所有権
Neil Schrimsher
President14.6yrsUS$6.52m0.35%
$ 40.8m
Peter Wallace
Independent Chairman of the Board20.6yrsUS$357.50k0.065%
$ 7.5m
Richard Simoncic
Independent Director1.8yrsUS$243.00k0.0040%
$ 463.7k
Vincent Petrella
Independent Director13.8yrsUS$268.00k0.059%
$ 6.8m
Robert Pagano
Independent Director8.8yrsUS$243.00k0.033%
$ 3.8m
Joe Raver
Independent Director8.8yrsUS$260.50k0.037%
$ 4.3m
Madhuri Andrews
Independent Director6.8yrsUS$243.00k0.024%
$ 2.7m
Shelly Chadwick
Independent Director3.8yrsUS$243.00k0.0099%
$ 1.1m
Mary Hall
Independent Director6.8yrsUS$243.00k0.012%
$ 1.4m
8.8yrs
平均在職期間
61yo
平均年齢

経験豊富なボード: AITの 取締役会経験豊富 であると考えられます ( 8.8年の平均在任期間)。


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2026/05/27 12:36
終値2026/05/27 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

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業界およびセクターの指標

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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

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