Applied Industrial Technologies 향후 성장
Future 기준 점검 2/6
Applied Industrial Technologies (는) 각각 연간 6.8% 및 4.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 25.8% 로 예상됩니다.
핵심 정보
6.8%
이익 성장률
8.01%
EPS 성장률
| Trade Distributors 이익 성장 | 13.5% |
| 매출 성장률 | 4.9% |
| 향후 자기자본이익률 | 25.75% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 09 Jul 2026 |
최근 향후 성장 업데이트
Recent updates
Seeking Alpha • Jun 30
Applied Industrial Technologies: Slowing Growth Cannot Support Rising Valuations Indefinitely
Summary Applied Industrial Technologies has seen it stock price appreciate for years, but there could be trouble lurking underneath due to earnings growth lagging behind. The appreciation in the stock price was backed by strong growth, but lately this growth has slowed down and could slow down further in the short term. AIT may not grow fast enough in the coming years to justify elevated valuations if we go by the financial model used in a recent Investor Presentation. There is reason to think AIT has become overvalued with the way the stock has gone up, which is why I am neutral on AIT with a hold rating. Read the full article on Seeking Alpha
내러티브 업데이트 • Jun 27
AIT: Fairly Valued As Earnings Strength And Drone JV Shape Future Returns
Analysts have raised their price target for Applied Industrial Technologies from $334 to about $351, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E, which together support a higher valuation framework. What's in the News for Applied Industrial Technologies Q3 2026 revenue came in at US$1.25b, 5.69% above forecasts, with 7.26% year-over-year growth driven by 6% organic sales growth across segments, according to recent earnings reports.분석 기사 • Jun 18
Applied Industrial Technologies (AIT) Stock Looks Slightly Rich After Drone And AI Venture News
Applied Industrial Technologies (AIT) has drawn fresh attention after signing a Letter of Intent with ideaForge Technology to pursue a joint venture in drones, AI, and next-generation mobility, alongside recent earnings and analyst commentary. See our latest analysis for Applied Industrial Technologies. Against this backdrop, Applied Industrial Technologies’ recent Letter of Intent in drones and AI comes as the stock shows strong momentum, with a 30.17% year to date share price return and a...내러티브 업데이트 • Jun 13
AIT: Guidance Tweaks And Buybacks Will Shape Future Return Profile
Analysts have raised their price target on Applied Industrial Technologies by $4 to $334, citing slightly lower assumed discount rates and a modestly higher future P/E multiple in their updated valuation work. What's in the News Updated earnings guidance for the fiscal fourth quarter ending June 30, 2026, with EPS projected in a range of $2.85 to $2.96 and total sales growth assumed at 4.5% to 6.0% (company guidance).내러티브 업데이트 • May 29
AIT: Guidance And Buybacks Will Shape Measured Long Term Return Profile
Analysts have maintained their fair value estimate for Applied Industrial Technologies at $330 while adjusting assumptions such as the discount rate and future P/E. This has supported a reaffirmed price target that reflects updated views on the stock's long-term risk and valuation profile.분석 기사 • 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...내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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).분석 기사 • 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...분석 기사 • Jul 29
A Look At The Intrinsic Value Of Applied Industrial Technologies, Inc. (NYSE:AIT)
Key Insights Applied Industrial Technologies' estimated fair value is US$230 based on 2 Stage Free Cash Flow to Equity...Seeking Alpha • Mar 09
Applied Industrial Technologies: Surprisingly Resilient Share Performance
Summary Shares of Applied Industrial Technologies have seen gains despite negative organic growth, as expanding valuation multiples prompt caution on my part. The company's acquisition of Hydradyne is compelling, contributing significantly to sales while Applied maintains modest leverage, but organic growth remains underwhelming. Valued at 23 times earnings, amidst negative organic growth, shares look less attractive compared to better risk-reward opportunities elsewhere. Despite a solid track record and modest net debt, the recent strong price action contrasts with the broader industrial sector's performance. Read the full article on Seeking AlphaSeeking 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 AlphaSeeking 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 Alpha이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 6/30/2029 | 5,673 | 500 | 492 | 532 | 1 |
| 6/30/2028 | 5,452 | 475 | 470 | 502 | 4 |
| 6/30/2027 | 5,184 | 441 | 440 | 466 | 8 |
| 6/30/2026 | 4,907 | 405 | 390 | 422 | 8 |
| 3/31/2026 | 4,839 | 404 | 439 | 466 | N/A |
| 12/31/2025 | 4,754 | 404 | 458 | 488 | N/A |
| 9/30/2025 | 4,664 | 402 | 455 | 484 | N/A |
| 6/30/2025 | 4,563 | 393 | 465 | 492 | N/A |
| 3/31/2025 | 4,499 | 389 | 439 | 465 | N/A |
| 12/31/2024 | 4,479 | 386 | 401 | 426 | N/A |
| 9/30/2024 | 4,483 | 384 | 407 | 433 | N/A |
| 6/30/2024 | 4,479 | 386 | 347 | 371 | N/A |
| 3/31/2024 | 4,477 | 374 | 409 | 432 | N/A |
| 12/31/2023 | 4,462 | 374 | 400 | 423 | N/A |
| 9/30/2023 | 4,446 | 364 | 359 | 384 | N/A |
| 6/30/2023 | 4,413 | 347 | 317 | 344 | N/A |
| 3/31/2023 | 4,316 | 334 | 191 | 218 | N/A |
| 12/31/2022 | 4,165 | 305 | 172 | 195 | N/A |
| 9/30/2022 | 3,981 | 281 | 145 | 165 | N/A |
| 6/30/2022 | 3,811 | 257 | 169 | 188 | N/A |
| 3/31/2022 | 3,645 | 238 | 157 | 172 | N/A |
| 12/31/2021 | 3,505 | 225 | 149 | 164 | N/A |
| 9/30/2021 | 3,380 | 163 | 193 | 208 | N/A |
| 6/30/2021 | 3,236 | 145 | 226 | 242 | N/A |
| 3/31/2021 | 3,065 | 116 | 314 | 330 | N/A |
| 12/31/2020 | 3,055 | -23 | 335 | 351 | N/A |
| 9/30/2020 | 3,137 | 20 | 310 | 329 | N/A |
| 6/30/2020 | 3,246 | 24 | 277 | 297 | N/A |
| 3/31/2020 | 3,403 | 34 | 250 | 273 | N/A |
| 12/31/2019 | 3,458 | 133 | N/A | 220 | N/A |
| 9/30/2019 | 3,465 | 134 | N/A | 219 | N/A |
| 6/30/2019 | 3,473 | 144 | N/A | 181 | N/A |
| 3/31/2019 | 3,488 | 145 | N/A | 177 | N/A |
| 12/31/2018 | 3,430 | 165 | N/A | 192 | N/A |
| 9/30/2018 | 3,257 | 157 | N/A | 150 | N/A |
| 6/30/2018 | 3,073 | 142 | N/A | 147 | N/A |
| 3/31/2018 | 2,857 | 154 | N/A | 134 | N/A |
| 12/31/2017 | 2,709 | 147 | N/A | 140 | N/A |
| 9/30/2017 | 2,650 | 140 | N/A | 132 | N/A |
| 6/30/2017 | 2,594 | 134 | N/A | 165 | N/A |
| 3/31/2017 | 2,546 | 107 | N/A | 149 | N/A |
| 12/31/2016 | 2,500 | 33 | N/A | 174 | N/A |
| 9/30/2016 | 2,502 | 33 | N/A | 189 | N/A |
| 6/30/2016 | 2,519 | 30 | N/A | 162 | N/A |
| 3/31/2016 | 2,563 | 32 | N/A | 207 | N/A |
| 12/31/2015 | 2,610 | 105 | N/A | 187 | N/A |
| 9/30/2015 | 2,691 | 111 | N/A | 188 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: AIT 의 연간 예상 수익 증가율(6.8%)이 saving rate(3.5%)보다 높습니다.
수익 vs 시장: AIT 의 연간 수익(6.8%)이 US 시장(18.2%)보다 느리게 성장할 것으로 예상됩니다.
고성장 수익: AIT 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: AIT 의 수익(연간 4.9%)이 US 시장(연간 13%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: AIT 의 수익(연간 4.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: AIT의 자본 수익률은 3년 후 25.8%로 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/13 04:13 |
| 종가 | 2026/07/13 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/06/30 |
데이터 소스
당사의 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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 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 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
Applied Industrial Technologies, Inc.는 17명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| David Manthey | Baird |
| Andrew Obin | BofA Global Research |
| Sabrina Abrams | BofA Global Research |