AITAPPLIED INDUSTRIAL TECHNOLOGIES INC(AIT)Stock Analysis

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Consumer DiscretionaryNYSElarge
Institutional-grade research for retail investors
SEC EDGAR: CIK 109563AIT stock profile & AI dashboard →

13F Pro Quality Score

58.7/100

Rank #986 of 2,961 stocksTOP 50%

View Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

43.6/100

Profitability

57.9/100

Balance Sheet

91.2/100

Earnings Quality

33.4/100

Free Cash Flow

54.1/100

Institutional Flow

48.8/100

Revenue Scale

77.6/100

Dilution Risk

83.6/100
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AIT Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores AIT at 58.7/100 on a 32-signal composite quality model, placing it at rank #986 of 2,961 stocks — the top half of the AI-ranked universe. AIT scores in the top quartile across balance sheet strength (91.2), revenue scale (77.6). Areas of concern include earnings quality (33.4), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), APPLIED INDUSTRIAL TECHNOLOGIES INC reports quarterly revenue of $1.4B, net income of $118.6M, an operating margin of 11.8%. Top institutional holders of AIT by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. AIT trades on the NYSE exchange and files with the SEC under CIK 109563. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate AIT daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for APPLIED INDUSTRIAL TECHNOLOGIES INC directly from SEC EDGAR. APPLIED INDUSTRIAL TECHNOLOGIES INC's 13F Pro composite quality score has ranged between 34 and 72 since 2021, currently 58.7 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.

Revenue

Q2 2026

$1.4B

Net Income

Q2 2026

$118.6M

Free Cash Flow

Q2 2026

$159.7M

Operating Margin

Q2 2026

11.8%

ROIC

Q2 2026

30.0%

D/E Ratio

Q2 2026

0.14

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+8.8% YoY
$4.97BFY 2026
FY23 $4.41BFY24 $4.48BFY25 $4.56BFY26 $4.97B

Net Income

+5.5% YoY
$414.5MFY 2026
FY23 $346.7MFY24 $385.8MFY25 $393.0MFY26 $414.5M

Operating Income

+10.2% YoY
$549.5MFY 2026
FY23 $473.2MFY24 $495.8MFY25 $498.5MFY26 $549.5M

EPS (Diluted)

+8.2% YoY
$10.95FY 2026
FY23 $8.84FY24 $9.83FY25 $10.12FY26 $10.95

Total Assets

-5.2% YoY
$3.01BFY 2026
FY23 $2.74BFY24 $2.95BFY25 $3.18BFY26 $3.01B

Total Debt

-54.2% YoY
$262.3MFY 2026
FY23 $622.1MFY24 $597.3MFY25 $572.3MFY26 $262.3M

Op. Cash Flow

-1.7% YoY
$484.1MFY 2026
FY23 $344.0MFY24 $371.4MFY25 $492.4MFY26 $484.1M

Free Cash Flow

-1.0% YoY
$460.5MFY 2026
FY23 $317.5MFY24 $346.5MFY25 $465.2MFY26 $460.5M

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Available Research

13F Pro tracks comprehensive data for APPLIED INDUSTRIAL TECHNOLOGIES INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of AIT

Companies Similar to AIT

Ranked by quality-profile closeness and shared hedge-fund ownership — not just sector membership.

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ORLY

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MUSA

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ROST

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GWW

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DRI

DARDEN RESTAURANTS INC

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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.

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Is AIT a good stock to buy?

13F Pro's AI-powered analysis of APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for AIT are available on the AIT stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. AIT is classified as a large company.

Which hedge funds own AIT?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling AIT. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of APPLIED INDUSTRIAL TECHNOLOGIES INC's investment landscape.