Nama Insights

Applied Industrial Technologies (AIT)

Industrials · Industrial Distribution · NYSE

Applied Industrial Technologies (AIT) is a Industrials company in the Industrial Distribution industry. It has a market capitalization of $10.35B, a trailing price-to-earnings ratio of 25.1 and a free-cash-flow yield of 4.3%. Over the most recent reported fiscal year, revenue grew 10.9% and free cash flow per share grew 37.8%. Nama's AI scorecard rates it Buy, 7.7 out of 10. On 12-month momentum it ranks in the rising band of its market.
AI scorecard
Buy · 7.7/10
Clearly positive, short of the top band. As of Nov 7, 2026.
Momentum
Rising · +28.9% over 12 months ex. last
Second-best fifth of its market on the past year's move.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-24.4%
How far the last close sits under the highest price of the past five years.
Market cap$10.35B
Trailing P/E25.1
Price / book5.5
Price / sales2.0
FCF yield4.3%
Dividend yield0.7%
Gross margin30.4%
Operating margin11.2%
Net margin8.4%
Revenue growth (YoY)+10.9%
Revenue growth (3-yr annual)—
EPS growth (YoY)+12.4%
FCF/share growth (YoY)+37.8%
Beta0.8
ExchangeNYSE
SectorIndustrials
IndustryIndustrial Distribution

AIT earnings

Next report: Jan 26, 2027 (Q2 2027, EPS estimate $2.79). Beat the EPS estimate in 3 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q1 2027 Oct 27, 2026 $2.97 $2.89 +2.8% $1.29B
Q4 2026 Aug 13, 2026 $3.17 $2.92 +8.6% $1.35B
Q3 2026 Apr 28, 2026 $2.65 $2.65 +0.0% $1.25B
Q2 2026 Jan 27, 2026 $2.51 $2.50 +0.4% $1.16B

AIT analyst price target

Median target $390.00 from 6 analysts, ranging $350.00 – $400.00.

Industrial Distribution peers

TickerCompanyMarket capP/E
GWW W.W. Grainger $67.45B 31.6
FAST Fastenal $60.80B 44.9
FERG Ferguson Enterprises $45.21B 22.8
WCC WESCO International $14.24B 17.1
WSO Watsco $12.67B 26.9
QXO QXO $11.99B 33.0
CNM Core & Main $8.48B 17.8
POOL Pool $7.56B 19.2
Explore live AIT data on Nama Insights →

Recent Congressional trades

Applied Industrial Technologies trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Susan M Collins Senate Sell $1,001 - $15,000 —

AIT FAQ

Is AIT a buy?
Nama's AI scorecard currently rates Applied Industrial Technologies Buy (7.7 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is AIT's P/E ratio?
Applied Industrial Technologies trades at a trailing price-to-earnings ratio of 25.1.
When does AIT report earnings?
Applied Industrial Technologies's next scheduled report is on Jan 26, 2027. Analysts expect EPS of $2.79.
What is the AIT price target?
The median analyst price target from 6 analysts is $390.00, with a range of $350.00 – $400.00.
Is AIT Shariah compliant?
Nama's AAOIFI-style screen reads Applied Industrial Technologies as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.
Does AIT pay a dividend?
Yes — Applied Industrial Technologies's dividend yield is 0.7%.