AIT
Industrials · Industrial Distribution
Performance
AIT (AIT) Stock Analysis 2026
Rule-based · Updated daily · Not financial advice
AIT (AIT) operates in the Industrial Distribution space within the Industrials sector. With a market cap of $12.0B, it qualifies as a mid-cap company. Growth is moderate and the business remains profitable, offering a balanced risk/reward profile compared to high-multiple peers.
- Forward P/E (27.4×) is lower than trailing P/E (30.5×) — analysts expect earnings to improve
- Revenue growth of 7% YoY shows solid business momentum
- ROE of 21.9% shows management efficiently converts equity into profit
- Current ratio of 2.9× — ample short-term liquidity
- P/E of 30.5× is above average — valuation requires continued strong growth to justify
- High debt-to-equity of 19.64× increases financial risk, especially with elevated interest rates
- Price is near its 52-week high — limited near-term upside, higher pullback risk
Verdict
Buy / Hold
More positives than negatives. Fundamentals support holding while monitoring key risks.
AI Insight
Powered by ClaudeAI-generated analysis for informational purposes only. Not financial advice.
Related Articles
Revenue & Results
Dividends
Current DY
0.65%
5Y Avg Annual
$1.4200
Last Payment
$0.5100
Ex-Date
05/15/2026
Annual dividends paid per share
| Ex-Date | Payment | Amount | Est. DY |
|---|---|---|---|
Latest05/15/2026 | 05/29/2026 | $0.5100 | 0.63% |
02/13/2026 | 02/27/2026 | $0.5100 | 0.63% |
11/14/2025 | 11/28/2025 | $0.4600 | 0.57% |
08/15/2025 | 08/29/2025 | $0.4600 | 0.57% |
05/15/2025 | 05/29/2025 | $0.4600 | 0.57% |
02/14/2025 | 02/28/2025 | $0.4600 | 0.57% |
11/15/2024 | 11/29/2024 | $0.3700 | 0.46% |
08/15/2024 | 08/29/2024 | $0.3700 | 0.46% |
Magic Number
Shares needed to self-fund your next purchase
$323.41
Price
$0.5100
Last div. (quarterly)
635
shares
Own 635 AIT shares ($205,365.35) and each quarterly dividend pays for 1 new share — the snowball runs on its own.
Investment target
$205,365.35
New shares / year
+4 shares
If You Had Invested…
Hypothetical return based on historical prices
* Dividend reinvestment calculated at ex-date price. For informational purposes only.
Earnings
EPS (TTM)
$10.59
P/E (TTM)
30.5
Fwd P/E
27.4
Earnings History
SEC EDGAR · official filings
SEC Filings
Official EDGAR documents
Key Statistics
Valuation
Trading
Dividends
Profitability
Balance Sheet
Fair Value Estimates
Current price: $323.41
Graham Number
√(22.5 × EPS × Book Value)
$109.36
Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.
Bazin Ceiling Price
Avg. Annual DPS (5Y) ÷ 6%
$24.67
Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.
These are simplified estimates. Not financial advice.
Buy & Hold Checklist
Quality criteria for long-term holding
9/10
90% score
Pays dividends
15Y hist.15+ years of dividend history
Dividend consistency (5Y+)
15 yrsUninterrupted dividend payments for at least 5 years
ROE above 10%
21.9%Return on equity — measures how efficiently capital is used
Positive profit margin
8.3%Net profit margin must be positive — company earns more than it spends
Revenue growth (annual)
+7.3%Annual revenue must be growing compared to the prior year
Earnings growth (annual)
+3.1%Annual earnings must be growing compared to the prior year
Debt/Equity below 2×
19.64×Low financial leverage reduces risk of distress
Current ratio above 1
2.95×Short-term assets must cover short-term liabilities
Daily liquidity above $5M
$90M/dayHigh trading volume ensures easy entry and exit
Dividend yield above 0%
0.65%Stock must distribute income to shareholders
Related Assets
Industrials
About AIT
Applied Industrial Technologies, Inc. distributes industrial motion, power, control, and automation technology solutions in the United States, Canada, Mexico, Australia, New Zealand, Singapore, and Costa Rica. It operates in two segments, Service Center and Engineered Solutions. The Service Center segment distributes industrial bearings, power transmission, fluid power components and systems, specialty flow control, and advanced factory automation solutions, as well as general maintenance products; and motors, belting, drives, couplings, pumps, linear motion, hydraulic and pneumatic components, filtration supplies, hoses, and other related supplies. It also installs, modifies, and repairs conveyor belts and rubber linings, as well as hose assemblies. The Engineered Solutions segment is involved in distributing, engineering, designing, integrating, and repairing hydraulic and pneumatic fluid power technologies, engineered flow control products and services, and automation technologies; and provision of fluid power and industrial flow control products. Its fluid power products and solutions are used in off-highway mobile equipment, stationary industrial equipment and machines, marine and offshore equipment, factory automation, food processing equipment, packaging operations, and downstream energy process systems. This segment also offers pumps, valves, fittings, hoses, process instrumentation, actuators, and filtration supplies; and advanced automation technologies for the design, engineering, assembly, integration, and distribution of machine vision, collaborative robots, mobile robots, radio-frequency identification, industrial networking, motion control, and machine learning technologies for OEMs, machine builders, integrators, and other industrial and technology sectors. The company was formerly known as Bearings, Inc. and changed its to name to Applied Industrial Technologies, Inc. in 1997. The company was founded in 1923 and is headquartered in Cleveland, Ohio.
Sector
Industrials
Industry
Industrial Distribution
Location
Cleveland, United States
Employees
6,859