Applied Industrial Technologies, Inc.

NYSE:AIT Voorraadrapport

Marktkapitalisatie: US$11.6b

Applied Industrial Technologies Beheer

Beheer criteriumcontroles 4/4

De CEO Applied Industrial Technologies is Neil Schrimsher, benoemd in Oct2011, heeft een ambtstermijn van 14.67 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 $ 41.18M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 8 jaar en 8.8 jaar.

Belangrijke informatie

Neil Schrimsher

Algemeen directeur

US$6.5m

Totale compensatie

Percentage CEO-salaris12.30%
Dienstverband CEO14.7yrs
Eigendom CEO0.4%
Management gemiddelde ambtstermijn8yrs
Gemiddelde ambtstermijn bestuur8.8yrs

Recente managementupdates

Recent updates

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.
Analyseartikel 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).
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
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.
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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).
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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

Analyse CEO-vergoeding

Hoe is Neil Schrimsher's beloning veranderd ten opzichte van Applied Industrial Technologies's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
Mar 31 2026n/an/a

US$404m

Dec 31 2025n/an/a

US$404m

Sep 30 2025n/an/a

US$402m

Jun 30 2025US$7mUS$801k

US$393m

Mar 31 2025n/an/a

US$389m

Dec 31 2024n/an/a

US$386m

Sep 30 2024n/an/a

US$384m

Jun 30 2024US$6mUS$990k

US$386m

Mar 31 2024n/an/a

US$374m

Dec 31 2023n/an/a

US$374m

Sep 30 2023n/an/a

US$364m

Jun 30 2023US$6mUS$950k

US$347m

Mar 31 2023n/an/a

US$334m

Dec 31 2022n/an/a

US$305m

Sep 30 2022n/an/a

US$281m

Jun 30 2022US$6mUS$930k

US$257m

Mar 31 2022n/an/a

US$238m

Dec 31 2021n/an/a

US$225m

Sep 30 2021n/an/a

US$163m

Jun 30 2021US$6mUS$808k

US$145m

Mar 31 2021n/an/a

US$116m

Dec 31 2020n/an/a

-US$23m

Sep 30 2020n/an/a

US$20m

Jun 30 2020US$5mUS$864k

US$24m

Mar 31 2020n/an/a

US$34m

Dec 31 2019n/an/a

US$133m

Sep 30 2019n/an/a

US$134m

Jun 30 2019US$4mUS$900k

US$144m

Compensatie versus markt: De totale vergoeding ($USD 6.52M ) Neil } ligt onder het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.81M ).

Compensatie versus inkomsten: De vergoeding van Neil is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.


CEO

Neil Schrimsher (62 yo)

14.7yrs
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

NaamPositieTenureCompensatieEigendom
Neil Schrimsher
President14.7yrsUS$6.52m0.35%
$ 41.2m
David Wells
VP, CFO8.8yrsUS$1.76m0.067%
$ 7.8m
Kurt Loring
VP & Chief Human Resource Officer11.9yrsUS$1.25m0.037%
$ 4.3m
Richard Wagner
Chief Accounting Officer & Controller1.8yrsgeen gegevens0.0027%
$ 310.3k
Ryan Cieslak
Vice President of Investor Relations & Treasury7.3yrsgeen gegevensgeen gegevens
Jon Ploetz
VP, General Counsel & Secretary3.3yrsgeen gegevens0.0089%
$ 1.0m
Julie Kho
Manager of Corporate Communications & Public Relationsno datageen gegevensgeen gegevens
Joe Mangiapane
Managing Director of Australia & New Zealandno datageen gegevensgeen gegevens
Mike Allen
President of Applied Industrial Technologiesno datageen gegevensgeen gegevens
8.0yrs
Gemiddelde duur
58yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van AIT is doorgewinterd en ervaren (gemiddelde ambtstermijn van 8 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
Neil Schrimsher
President14.7yrsUS$6.52m0.35%
$ 41.2m
Peter Wallace
Independent Chairman of the Board20.7yrsUS$357.50k0.065%
$ 7.6m
Richard Simoncic
Independent Director1.8yrsUS$243.00k0.0040%
$ 468.3k
Vincent Petrella
Independent Director13.9yrsUS$268.00k0.059%
$ 6.8m
Robert Pagano
Independent Director8.8yrsUS$243.00k0.033%
$ 3.8m
Joe Raver
Independent Director8.8yrsUS$260.50k0.037%
$ 4.3m
Madhuri Andrews
Independent Director6.8yrsUS$243.00k0.024%
$ 2.8m
Shelly Chadwick
Independent Director3.8yrsUS$243.00k0.0099%
$ 1.1m
Mary Hall
Independent Director6.8yrsUS$243.00k0.012%
$ 1.4m
8.8yrs
Gemiddelde duur
62yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van AIT wordt beschouwd als ervaren (gemiddelde ambtstermijn 8.8 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/06/09 07:47
Aandelenkoers aan het einde van de dag2026/06/09 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/06/30

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.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* 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 analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je 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 16 analisten. 7 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.

AnalistInstelling
David MantheyBaird
Sabrina AbramsBofA Global Research
Andrew ObinBofA Global Research