Applied Industrial Technologies Beheer
Beheer criteriumcontroles 4/4
De CEO Applied Industrial Technologies is Neil Schrimsher, benoemd in Oct2011, heeft een ambtstermijn van 14.75 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 6.52M, bestaande uit 12.3% salaris en 87.7% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.35% van de aandelen van het bedrijf, ter waarde $ 43.37M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 8.1 jaar en 8.9 jaar.
Belangrijke informatie
Neil Schrimsher
Algemeen directeur
US$6.5m
Totale compensatie
| Percentage CEO-salaris | 12.30% |
| Dienstverband CEO | 14.8yrs |
| Eigendom CEO | 0.4% |
| Management gemiddelde ambtstermijn | 8.1yrs |
| Gemiddelde ambtstermijn bestuur | 8.9yrs |
Recente managementupdates
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
Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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).Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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.Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Narratiefupdate • 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).Analyse-artikel • 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...Analyse-artikel • 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 AlphaAnalyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$404m |
| Dec 31 2025 | n/a | n/a | US$404m |
| Sep 30 2025 | n/a | n/a | US$402m |
| Jun 30 2025 | US$7m | US$801k | US$393m |
| Mar 31 2025 | n/a | n/a | US$389m |
| Dec 31 2024 | n/a | n/a | US$386m |
| Sep 30 2024 | n/a | n/a | US$384m |
| Jun 30 2024 | US$6m | US$990k | US$386m |
| Mar 31 2024 | n/a | n/a | US$374m |
| Dec 31 2023 | n/a | n/a | US$374m |
| Sep 30 2023 | n/a | n/a | US$364m |
| Jun 30 2023 | US$6m | US$950k | US$347m |
| Mar 31 2023 | n/a | n/a | US$334m |
| Dec 31 2022 | n/a | n/a | US$305m |
| Sep 30 2022 | n/a | n/a | US$281m |
| Jun 30 2022 | US$6m | US$930k | US$257m |
| Mar 31 2022 | n/a | n/a | US$238m |
| Dec 31 2021 | n/a | n/a | US$225m |
| Sep 30 2021 | n/a | n/a | US$163m |
| Jun 30 2021 | US$6m | US$808k | US$145m |
| Mar 31 2021 | n/a | n/a | US$116m |
| Dec 31 2020 | n/a | n/a | -US$23m |
| Sep 30 2020 | n/a | n/a | US$20m |
| Jun 30 2020 | US$5m | US$864k | US$24m |
Compensatie versus markt: De totale vergoeding ($USD 6.52M ) Neil } ligt onder het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.60M ).
Compensatie versus inkomsten: De vergoeding van Neil is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Neil Schrimsher (62 yo)
14.8yrs
Tenure
US$6,517,480
Compensatie
Mr. Neil A. Schrimsher is Independent Director of Ralliant Corporation since June 28, 2025. Mr. Schrimsher serves as the Chief Executive Officer of Applied Industrial Technologies, Inc. since October 25, 2...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | 14.8yrs | US$6.52m | 0.35% $ 43.4m | |
| VP, CFO | 8.8yrs | US$1.76m | 0.067% $ 8.2m | |
| VP & Chief Human Resource Officer | 12yrs | US$1.25m | 0.037% $ 4.5m | |
| Chief Accounting Officer & Controller | 1.9yrs | geen gegevens | 0.0027% $ 326.8k | |
| Vice President of Investor Relations & Treasury | 7.3yrs | geen gegevens | geen gegevens | |
| VP, General Counsel & Secretary | 3.3yrs | geen gegevens | 0.0089% $ 1.1m | |
| Manager of Corporate Communications & Public Relations | no data | geen gegevens | geen gegevens | |
| Managing Director of Australia & New Zealand | no data | geen gegevens | geen gegevens | |
| President of Applied Industrial Technologies | no data | geen gegevens | geen gegevens |
8.1yrs
Gemiddelde duur
58yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van AIT is doorgewinterd en ervaren (gemiddelde ambtstermijn van 8.1 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | 14.8yrs | US$6.52m | 0.35% $ 43.4m | |
| Independent Chairman of the Board | 20.8yrs | US$357.50k | 0.065% $ 8.0m | |
| Independent Director | 1.9yrs | US$243.00k | 0.0040% $ 493.2k | |
| Independent Director | 14yrs | US$268.00k | 0.059% $ 7.2m | |
| Independent Director | 8.9yrs | US$243.00k | 0.033% $ 4.0m | |
| Independent Director | 8.9yrs | US$260.50k | 0.037% $ 4.5m | |
| Independent Director | 6.9yrs | US$243.00k | 0.013% $ 1.6m | |
| Independent Director | 3.9yrs | US$243.00k | 0.0099% $ 1.2m | |
| Independent Director | 6.9yrs | US$243.00k | 0.012% $ 1.5m |
8.9yrs
Gemiddelde duur
62yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van AIT wordt beschouwd als ervaren (gemiddelde ambtstermijn 8.9 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/13 07:15 |
| Aandelenkoers aan het einde van de dag | 2026/07/10 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/06/30 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Applied Industrial Technologies, Inc. wordt gevolgd door 17 analisten. 8 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| David Manthey | Baird |
| Andrew Obin | BofA Global Research |
| Sabrina Abrams | BofA Global Research |