View ValuationApplied Industrial Technologies 향후 성장Future 기준 점검 2/6Applied Industrial Technologies (는) 각각 연간 6.7% 및 4.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 8.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 25.8% 로 예상됩니다.핵심 정보6.7%이익 성장률8.07%EPS 성장률Trade Distributors 이익 성장13.4%매출 성장률4.9%향후 자기자본이익률25.75%애널리스트 커버리지Good마지막 업데이트30 Apr 2026최근 향후 성장 업데이트공시 • 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%).공시 • 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.공시 • 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.공시 • 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.공시 • 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%.공시 • 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.모든 업데이트 보기Recent 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.공시 • 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%).공시 • 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, 2026공시 • 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.공시 • 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, 2026공시 • 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.공시 • 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, 2025공시 • 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 States공시 • 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.공시 • 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, 2025공시 • 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 Index공시 • 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.공시 • 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.공시 • 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, 2025공시 • 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.공시 • 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, 2025공시 • 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.공시 • 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.공시 • 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.공시 • 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%.공시 • 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.공시 • 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.공시 • 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%).공시 • 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.공시 • 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 States공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2023공시 • 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.공시 • 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%).공시 • 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%).공시 • 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.공시 • 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.공시 • 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.공시 • 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%).공시 • 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, 2022공시 • 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.이익 및 매출 성장 예측DB:AT4 - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수6/30/20285,44247147050236/30/20275,18044144046676/30/20264,90640539042273/31/20264,839404439466N/A12/31/20254,754404458488N/A9/30/20254,664402455484N/A6/30/20254,563393465492N/A3/31/20254,499389439465N/A12/31/20244,479386401426N/A9/30/20244,483384407433N/A6/30/20244,479386347371N/A3/31/20244,477374409432N/A12/31/20234,462374400423N/A9/30/20234,446364359384N/A6/30/20234,413347317344N/A3/31/20234,316334191218N/A12/31/20224,165305172195N/A9/30/20223,981281145165N/A6/30/20223,811257169188N/A3/31/20223,645238157172N/A12/31/20213,505225149164N/A9/30/20213,380163193208N/A6/30/20213,236145226242N/A3/31/20213,065116314330N/A12/31/20203,055-23335351N/A9/30/20203,13720310329N/A6/30/20203,24624277297N/A3/31/20203,40334250273N/A12/31/20193,458133N/A220N/A9/30/20193,465134N/A219N/A6/30/20193,473144N/A181N/A3/31/20193,488145N/A177N/A12/31/20183,430165N/A192N/A9/30/20183,257157N/A150N/A6/30/20183,073142N/A147N/A3/31/20182,857154N/A134N/A12/31/20172,709147N/A140N/A9/30/20172,650140N/A132N/A6/30/20172,594134N/A165N/A3/31/20172,546107N/A149N/A12/31/20162,50033N/A174N/A9/30/20162,50233N/A189N/A6/30/20162,51930N/A162N/A3/31/20162,56332N/A207N/A12/31/20152,610105N/A187N/A9/30/20152,691111N/A188N/A6/30/20152,752115N/A157N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: AT4 의 연간 예상 수익 증가율(6.7%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: AT4 의 연간 수익(6.7%)이 German 시장(17.2%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: AT4 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: AT4 의 수익(연간 4.9%)이 German 시장(연간 6.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: AT4 의 수익(연간 4.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: AT4의 자본 수익률은 3년 후 25.8%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/25 11:17종가2026/05/25 00:00수익2026/03/31연간 수익2025/06/30데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Applied Industrial Technologies, Inc.는 17명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관David MantheyBairdSabrina AbramsBofA Global ResearchAndrew ObinBofA Global Research14명의 분석가 더 보기
공시 • 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%).
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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%.
공시 • 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.
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.
공시 • 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%).
공시 • 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
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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
공시 • 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
공시 • 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.
공시 • 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
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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%.
공시 • 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.
공시 • 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.
공시 • 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%).
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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%).
공시 • 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%).
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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%).
공시 • 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
공시 • 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.