CoverageForm 410-K10-Q8-K13D13G13F

AIT · Applied Industrial Technologies Inc - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · AIT

Income Statement

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Revenue$4.56B$4.48B$4.41B$3.81B$3.24B$3.25B
Cost of Revenue$3.18B$3.14B$3.13B$2.70B$2.30B$2.31B
Gross Profit$1.38B$1.34B$1.29B$1.11B$935.52M$937.74M
R&D------
SG&A$884.63M$840.83M$813.81M$749.06M$680.54M$717.75M
Total Operating Expenses------
D&A$24.90M$23.43M$22.27M$21.68M$20.78M$21.20M
Operating Income$498.53M$495.82M$473.15M$357.86M$205.45M$88.99M
Interest Expense$18.21M$20.54M$24.79M$26.79M$30.81M$37.26M
Income Tax$107.98M$112.37M$103.07M$72.38M$32.30M$31.19M
Net Income$392.99M$385.76M$346.74M$257.41M$144.76M$24.04M
EPS - Basic$10.26$9.98$8.98$6.69$3.73$0.62
EPS - Diluted$10.12$9.83$8.84$6.58$3.68$0.62

Balance Sheet

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Cash & Equivalents$388.42M$460.62M$344.04M$108.22M$257.75M$268.55M
Accounts Receivable$769.70M$724.88M$708.39M$656.43M$516.32M$450.00M
Inventory$505.34M$488.26M$501.18M$449.82M$362.55M$389.15M
Accounts Payable$280.12M$266.95M$301.69M$259.46M$208.16M$186.27M
Current Assets$1.75B$1.77B$1.65B$1.36B$1.20B$1.16B
Total Assets$3.18B$2.95B$2.74B$2.45B$2.27B$2.28B
Current Liabilities$526.15M$501.10M$540.34M$499.63M$427.70M$426.08M
Long-term Debt$572.30M$572.28M$596.93M$649.15M$784.86M$855.14M
Total Liabilities$1.33B$1.26B$1.28B$1.30B$1.34B$1.44B
Stockholders' Equity$1.84B$1.69B$1.46B$1.15B$932.55M$843.54M
Retained Earnings$2.45B$2.12B$1.79B$1.50B$1.29B$1.20B

Cash Flow

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Operating Cash Flow$492.38M$371.39M$343.97M$187.57M$241.70M$296.71M
Investing Cash Flow($318.75M)($95.41M)($60.83M)($35.66M)($44.93M)($55.40M)
Financing Cash Flow($245.61M)($156.47M)($126.89M)($223.03M)($213.04M)($78.24M)
CapEx$27.19M$24.86M$26.48M$18.12M$15.85M$20.11M
Free Cash Flow$465.20M$346.53M$317.49M$169.45M$225.84M$276.60M

Ratios

MetricFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Profitability
Gross margin30.3%29.8%29.2%29.0%28.9%28.9%
Operating margin10.9%11.1%10.7%9.4%6.3%2.7%
EBITDA margin11.5%11.6%11.2%10.0%7.0%3.4%
Net margin8.6%8.6%7.9%6.8%4.5%0.7%
Free cash flow margin10.2%7.7%7.2%4.4%7.0%8.5%
FCF / Net income1.180.900.920.661.5611.50
R&D / Revenue------
SG&A / Revenue19.4%18.8%18.4%19.7%21.0%22.1%
Effective tax rate21.6%22.6%22.9%21.9%18.2%56.5%
Return on assets12.4%13.1%12.6%10.5%6.4%1.1%
Return on equity21.3%22.8%23.8%22.4%15.5%2.9%
Return on invested capital16.2%17.0%17.7%15.5%9.8%2.6%
Liquidity
Current ratio3.323.533.052.722.802.72
Quick ratio2.362.562.121.821.951.81
Cash ratio0.740.920.640.220.600.63
Leverage
Debt / Equity0.310.340.410.560.841.01
Debt / Assets0.180.190.220.260.350.37
Debt / EBITDA1.091.101.201.713.477.76
Interest coverage27.4x24.1x19.1x13.4x6.7x2.4x
Equity multiplier1.721.751.882.132.442.71
Liabilities / Assets0.420.430.470.530.590.63
Efficiency
Asset turnover1.441.521.611.551.421.42
Inventory turnover6.296.446.246.016.355.93
Days sales outstanding62d59d59d63d58d51d
Days inventory outstanding58d57d59d61d58d62d
Days payable outstanding32d31d35d35d33d29d
Cash conversion cycle87d85d82d89d83d83d
Valuation
P / E23.0x19.7x16.4x14.6x24.7x100.6x
P / B4.9x4.5x3.9x3.3x3.8x2.9x
P / S2.0x1.7x1.3x1.0x1.1x0.7x
EV / EBITDA17.6x14.9x12.0x11.3x18.1x27.4x
Growth
Revenue growth (YoY)1.9%1.5%15.8%17.8%-0.3%25.1%
Revenue CAGR (3y)6.2%11.4%10.8%13.7%1.7%7.8%
Revenue CAGR (5y)7.1%11.5%7.5%8.0%5.1%3.4%
Gross profit growth (YoY)3.5%3.9%16.3%18.3%-0.2%-6.9%
Operating income growth (YoY)0.5%4.8%32.2%74.2%130.9%-61.9%
Net income growth (YoY)1.9%11.3%34.7%77.8%502.1%-83.3%
EPS growth (YoY)3.0%11.2%34.3%78.8%493.5%-83.2%
EPS CAGR (3y)15.4%38.8%142.5%21.4%0.6%-43.3%
EPS CAGR (5y)74.8%21.7%19.6%14.1%37.5%-26.0%
FCF growth (YoY)34.2%9.1%87.4%-25.0%-18.3%71.1%
FCF CAGR (5y)11.0%16.5%20.7%2.8%8.8%14.7%
Book value growth (YoY)9.2%15.8%26.9%23.2%10.6%-6.0%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-06-30.

Business segments

$4.56B total
Service Center Segment$3.01B · 66.1%
Engineered Solutions Segment$1.55B · 33.9%

Geographic

$3.01B total
US$2.52B · 83.7%
CA$296.66M · 9.8%
Other Countries$193.65M · 6.4%

Stability scores

Altman Z′

FY 2025 · bankruptcy risk

3.43
Safe

Private-firm variant - uses book equity instead of market cap. > 2.90 safe · 1.23-2.90 grey · < 1.23 distress.

Piotroski F-score

FY 2025 · 9-point quality

5/9
Neutral
  • Net income positive
  • Operating cash flow positive
  • ROA improved YoY
  • Cash flow > net income
  • Long-term debt decreased
  • Current ratio improved
  • No share dilution
  • Gross margin improved
  • Asset turnover improved

Peer comparison

Same SIC group: Wholesale-Machinery, Equipment & Supplies

CompanyRevenue (last FY)Net marginROE
WLFC$730.24M15.6%17.2%
ASLE$335.29M2.6%2.0%
DSGR$1.80B0.5%1.3%
HDSN--6.8%
UGRO$17.40M-127.0%48.9%

Comparing APPLIED INDUSTRIAL TECHNOLOGIES INC against the 5 most active filers in the same SIC group.

Dividends

$1.94/share trailing 12 months · +16.9% YoY

Ex-datePer share
May 15, 2026$0.5100
Feb 13, 2026$0.5100
Nov 14, 2025$0.4600
Aug 15, 2025$0.4600
May 15, 2025$0.4600
Feb 14, 2025$0.4600
Nov 15, 2024$0.3700
Aug 15, 2024$0.3700
May 14, 2024$0.3700
Feb 14, 2024$0.3700
Nov 14, 2023$0.3500
Aug 14, 2023$0.3500
May 12, 2023$0.3500
Feb 14, 2023$0.3500
Nov 14, 2022$0.3400
Aug 12, 2022$0.3400
May 13, 2022$0.3400
Feb 14, 2022$0.3400
Nov 12, 2021$0.3300
Aug 13, 2021$0.3300
May 13, 2021$0.3300
Feb 12, 2021$0.3300
Nov 13, 2020$0.3200
Aug 13, 2020$0.3200