Applied Industrial Technologies, Inc.

NYSE:AIT 주식 리포트

시가총액: US$11.3b

Applied Industrial Technologies 과거 순이익 실적

과거 기준 점검 3/6

Applied Industrial Technologies은 연평균 17.4%의 비율로 수입이 증가해 온 반면, Trade Distributors 산업은 수입이 7.3% 증가했습니다. 매출은 연평균 7.6%의 비율로 증가했습니다. Applied Industrial Technologies의 자기자본이익률은 21.7%이고 순이익률은 8.3%입니다.

핵심 정보

17.35%

순이익 성장률

17.67%

주당순이익(EPS) 성장률

Trade Distributors 산업 성장률23.44%
매출 성장률7.57%
자기자본이익률21.71%
순이익률8.34%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

Recent updates

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).
Seeking Alpha Apr 08

Applied Industrial: Growth Is Not Enticing Right Now

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

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

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

Applied Industrial Technologies: Surprisingly Resilient Share Performance

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

Applied Industrial Technologies: A Disciplined Growth Story

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

Applied Industrial Technologies Can Continue To Outperform

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

Decisive Growth And Enhanced Margins Amid Global Economic Challenges

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

매출 및 비용 세부 내역

Applied Industrial Technologies가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NYSE:AIT 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 264,8394049020
31 Dec 254,7544048850
30 Sep 254,6644028650
30 Jun 254,5633938480
31 Mar 254,4993898330
31 Dec 244,4793868240
30 Sep 244,4833848200
30 Jun 244,4793868120
31 Mar 244,4773748040
31 Dec 234,4623747930
30 Sep 234,4463647870
30 Jun 234,4133477830
31 Mar 234,3163347690
31 Dec 224,1653057540
30 Sep 223,9812817370
30 Jun 223,8112577180
31 Mar 223,6452387000
31 Dec 213,5052256810
30 Sep 213,3801636630
30 Jun 213,2361456460
31 Mar 213,0651166170
31 Dec 203,055-236250
30 Sep 203,137206460
30 Jun 203,246246760
31 Mar 203,403346960
31 Dec 193,4581337030
30 Sep 193,4651347020
30 Jun 193,4731447000
31 Mar 193,4881457160
31 Dec 183,4301657050
30 Sep 183,2571576650
30 Jun 183,0731426230
31 Mar 182,8571545830
31 Dec 172,7091475510
30 Sep 172,6501405440
30 Jun 172,5941345390
31 Mar 172,5461075250
31 Dec 162,500335180
30 Sep 162,502335180
30 Jun 162,519305230
31 Mar 162,563325320
31 Dec 152,6101055370
30 Sep 152,6911115510
30 Jun 152,7521155590

양질의 수익: AIT는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: AIT의 현재 순 이익률 (8.3%)은 지난해 (8.6%)보다 낮습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: AIT의 수익은 지난 5년 동안 연평균 17.4% 증가했습니다.

성장 가속화: 지난 1년간 AIT 의 수익 증가율(3.9%)은 5년 평균(연간 17.4%)보다 낮습니다.

수익 대 산업: AIT의 지난 1년 수익 증가율(3.9%)은 Trade Distributors 업계 평균(3.9%)을 능가하지 못했습니다.


자기자본이익률

높은 ROE: AIT의 자본 수익률(21.7%)은 높음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 14:38
종가2026/05/21 00:00
수익2026/03/31
연간 수익2025/06/30

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Applied 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.

분석가기관
David MantheyBaird
Sabrina AbramsBofA Global Research
Andrew ObinBofA Global Research