What is the 13F Pro Quality Score for AIT?

13F Pro ranks APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View AIT's current score at https://13fpro.ai/research/AIT (free sign-up required for the full ranking).

Where does 13F Pro source AIT data?

All APPLIED INDUSTRIAL TECHNOLOGIES INC fundamentals and ownership data come directly from SEC EDGAR. APPLIED INDUSTRIAL TECHNOLOGIES INC files with the SEC under CIK 109563. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is AIT in?

APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) is classified in the Consumer Discretionary sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/consumer-discretionary.

How often is AIT research updated on 13F Pro?

AIT's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

APPLIED INDUSTRIAL TECHNOLOGIES INC(AIT)Stock Analysis

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13F Pro Quality Score

64.2/100

Rank #648 of 2,879 stocksTOP 25%

View Consumer Discretionary peers →

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

Revenue Growth

50.3/100

Profitability

62.7/100

Balance Sheet

90.5/100

Earnings Quality

44.1/100

Free Cash Flow

60.3/100

Institutional Flow

20.1/100

Revenue Scale

77.5/100

Dilution Risk

83.7/100

AIT Stock Analysis & AI Quality Score

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 64.2/100 on a 32-signal composite quality model, placing it at rank #648 of 2,879 stocks — the top 25% of the AI-ranked universe. AIT scores in the top quartile across balance sheet strength (90.5), revenue scale (77.5). Areas of concern include institutional flow (20.1), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q3 2026), APPLIED INDUSTRIAL TECHNOLOGIES INC reports quarterly revenue of $1.3B, net income of $99.8M, an operating margin of 11.0%. 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 64.2 — an improving long-term trajectory across 30 quarterly and live scoring snapshots.

Revenue

Q3 2026

$1.3B

Net Income

Q3 2026

$99.8M

Free Cash Flow

Q3 2026

$95.4M

Operating Margin

Q3 2026

11.0%

D/E Ratio

Q3 2026

0.20

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+3.4% YoY

$4.56BFY 2025

FY21 $3.24BFY22 $3.81BFY23 $4.41BFY25 $4.56B

Net Income

+13.3% YoY

$393.0MFY 2025

FY21 $144.8MFY22 $257.4MFY23 $346.7MFY25 $393.0M

Operating Income

+5.4% YoY

$498.5MFY 2025

FY21 $205.5MFY22 $357.9MFY23 $473.2MFY25 $498.5M

EPS (Diluted)

+14.5% YoY

$10.12FY 2025

FY21 $3.68FY22 $6.58FY23 $8.84FY25 $10.12

Total Assets

+15.8% YoY

$3.18BFY 2025

FY21 $2.27BFY22 $2.45BFY23 $2.74BFY25 $3.18B

Total Debt

-8.0% YoY

$572.3MFY 2025

FY21 $828.4MFY22 $689.3MFY23 $622.1MFY25 $572.3M

Op. Cash Flow

+43.1% YoY

$492.4MFY 2025

FY21 $241.7MFY22 $187.6MFY23 $344.0MFY25 $492.4M

Metric	FY 2025	FY 2023	FY 2022	FY 2021	FY 2020	FY 2019
Revenue	$4.56B +3.4%	$4.41B +15.8%	$3.81B +17.8%	$3.24B -0.3%	$3.25B -6.5%	$3.47B
Net Income	$393.0M +13.3%	$346.7M +34.7%	$257.4M +77.8%	$144.8M +502.1%	$24.0M -83.3%	$144.0M
Operating Income	$498.5M +5.4%	$473.2M +32.2%	$357.9M +74.2%	$205.5M +130.9%	$89.0M -61.9%	$233.8M
EPS (Diluted)	$10.12 +14.5%	$8.84 +34.3%	$6.58 +78.8%	$3.68 +493.5%	$0.62 -83.2%	$3.68
Total Assets	$3.18B +15.8%	$2.74B +11.9%	$2.45B +8.0%	$2.27B -0.5%	$2.28B -2.1%	$2.33B
Total Debt	$572.3M -8.0%	$622.1M -9.8%	$689.3M -16.8%	$828.4M -11.3%	$933.8M -2.5%	$957.9M
Operating Cash Flow	$492.4M +43.1%	$344.0M +83.4%	$187.6M -22.4%	$241.7M -18.5%	$296.7M +64.3%	$180.6M

AI Insight: AIT Financial Trends

AIT shows modest revenue recovery after mid-2025 softness, with debt reduction of $207M in Q1 2026 improving balance sheet leverage.

• Revenue grew 7.2% from $1,167M in Q1 2025 to $1,251M in Q1 2026, recovering from Q4 2025 trough.

• Operating income improved from $123M in Q4 2025 to $138M in Q1 2026, reversing recent weakness.

• Total debt decreased from $572M to $365M in Q1 2026, reducing leverage significantly.

⚠ Operating cash flow remained flat at $100M in Q1 2026, well below the $147M peak in Q2 2025.

⚠ Revenue volatility persists with quarterly swings of 5-8%, indicating potential demand inconsistency.

AI Insight: AIT Ratio Trends

Operating margin compressed 110bp from Q2 2024 peak of 12.0% to Q1 2026's 11.0%, while ROIC rebounded strongly to 24.8% in the latest quarter.

• Operating margin declined from 12.0% in Q2 2024 to 11.0% in Q1 2026, showing persistent compression over two years.

• Debt-to-equity ratio improved significantly from 0.35 in Q2 2024 to 0.20 in Q1 2026, strengthening balance sheet leverage.

• ROIC surged from 20.1% in Q4 2025 to 24.8% in Q1 2026, marking the highest level since Q2 2024.

⚠ Net profit margin hit cycle low of 8.0% in Q1 2026, down from 8.9% peak in Q2 2024.

⚠ ROE volatility continues with swings between 20.3% and 23.4% over the past four quarters despite improving capital efficiency.

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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

BlackRock, Inc.
$1.0B3,838,564 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$563.1M2,122,438 sh
VANGUARD CAPITAL MANAGEMENT LLC
$443.0M1,669,795 sh
STATE STREET CORP
$320.3M1,207,223 sh
FIRST TRUST ADVISORS LP
$259.7M978,840 sh
AQR CAPITAL MANAGEMENT LLC
$240.8M919,611 sh
GEODE CAPITAL MANAGEMENT, LLC
$239.0M900,628 sh
WELLINGTON MANAGEMENT GROUP LLP
$200.2M754,560 sh
DIMENSIONAL FUND ADVISORS LP
$191.3M721,249 sh
Alyeska Investment Group, L.P.
$159.9M602,767 sh

Fund	Value	Shares
BlackRock, Inc.	$1.0B	3,838,564
VANGUARD PORTFOLIO MANAGEMENT LLC	$563.1M	2,122,438
VANGUARD CAPITAL MANAGEMENT LLC	$443.0M	1,669,795
STATE STREET CORP	$320.3M	1,207,223
FIRST TRUST ADVISORS LP	$259.7M	978,840
AQR CAPITAL MANAGEMENT LLC	$240.8M	919,611
GEODE CAPITAL MANAGEMENT, LLC	$239.0M	900,628
WELLINGTON MANAGEMENT GROUP LLP	$200.2M	754,560
DIMENSIONAL FUND ADVISORS LP	$191.3M	721,249
Alyeska Investment Group, L.P.	$159.9M	602,767

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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.

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.