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APPLIED INDUSTRIAL TECHNOLOGIES INC
NYSE · CIK 109563
Last close343.45
Daily change+4.06 (1.20%)
10 Years gain+664.79%
Dividends TTM1.99 (+13.71%)
Dividend yield0.59%
Fundamental Analysis
AIT · STANDARD
SIC 5080 · Wholesale-Machinery, Equipment & Supplies · Fiscal year end 0630
Fundamental
65.6Momentum
50.9Acceleration
54.5Confidence
100.0Annual Revenue18
Quarterly Revenue51
Annual CFO18
Balance SheetAvailable
RankingEligible
Score Breakdown
Growth8.9 / 25
Quality16.7 / 25
Capital Efficiency15.9 / 20
Balance Sheet11.7 / 15
Shareholder Economics9.1 / 10
Forward Indicators0.0 / 5
Signals
Gross margin expansionGross margin improved by 0.5795 percentage points.
Operating leverageOperating margin improved by 0.1787 percentage points.
FCF growthFree cash flow grew 7.9476%.
ROIC expansionROIC improved by 1.9941 percentage points.
Net debt reductionNet debt declined versus the comparison period.
Share count reductionDiluted share count declined 3.2826%.
Strong operating leverageOperating income is growing faster than revenue while operating margin expands.
Key Metrics
Revenue Growth TTM8.76%OK
Revenue CAGR 3Y4.02%OK
Gross Margin30.35%OK
Operating Margin10.87%OK
FCF Margin8.69%OK
FCF Growth7.95%OK
ROIC19.45%OK
Incremental Operating Margin 3Y16.5%OK
Net Debt / CFO0.44xOK
Diluted Share Growth 1Y-3.28%OK
SBC / Revenuen/aMISSING
SBC / FCFn/aNOT_MEANINGFUL
Financial History
| Period | Revenue | Gross Profit | Operating Income | CFO | FCF | Gross Margin | Op Margin | FCF Margin | ROIC | Shares |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026 FY Jun 30, 2026 | $4.97B | $1.51B | $549.47M | $484.08M | $460.52M | 30.34% | 11.06% | 9.27% | 20.79% | 37.86M |
| 2026 FY Jun 30, 2025 | $4.56B | $1.38B | $498.53M | $492.39M | $465.20M | 30.31% | 10.92% | 10.19% | 20.3% | 38.82M |
| 2026 FY Jun 30, 2024 | $4.48B | $1.34B | $495.82M | $371.39M | $346.53M | 29.84% | 11.07% | 7.74% | 21.56% | 39.26M |
| 2025 FY Jun 30, 2023 | $4.41B | $1.29B | $473.15M | $343.97M | $317.49M | 29.16% | 10.72% | 7.19% | 21.51% | 39.22M |
| 2024 FY Jun 30, 2022 | $3.81B | $1.11B | $357.86M | $187.57M | $169.45M | 29.05% | 9.39% | 4.45% | 17.69% | 39.11M |
Formula Trace
| Metric | Value | Formula | Status | Source |
|---|---|---|---|---|
| Revenue TTM | $4.78B | sum latest 4 fiscal quarters Revenue | OK | 0000109563-26-000021, 0000109563-25-000107 |
| Revenue Growth TTM | 8.76% | Revenue_TTM / Revenue_TTM_1Y_ago - 1 | OK | 0000109563-26-000021, 0000109563-25-000107 |
| Revenue CAGR 3Y | 4.02% | (Revenue_current / Revenue_3Y_ago)^(1/3) - 1 | OK | 0000109563-26-000033 |
| Revenue CAGR 5Y | 8.95% | (Revenue_current / Revenue_5Y_ago)^(1/5) - 1 | OK | 0000109563-26-000033 |
| Gross Profit CAGR 3Y | 5.4% | (GrossProfit_current / GrossProfit_3Y_ago)^(1/3) - 1 | OK | 0000109563-26-000033 |
| Operating Income Growth | 10.58% | OperatingIncome_current / OperatingIncome_prior_year - 1 | OK | 0000109563-26-000021, 0000109563-25-000107 |
| FCF Growth | 7.95% | FCF_current / FCF_prior_year - 1 | OK | 0000109563-26-000021, 0000109563-26-000015 |
| Revenue Growth Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| Gross Profit Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| Operating Income Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| FCF Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| Gross Margin | 30.35% | Gross Profit / Revenue | OK | 0000109563-26-000021, 0000109563-25-000107 |
| Operating Margin | 10.87% | Operating Income / Revenue | OK | 0000109563-26-000021, 0000109563-25-000107 |
| FCF Margin | 8.69% | (CFO - CapEx) / Revenue | OK | 0000109563-26-000021, 0000109563-26-000015 |
| CFO / Net Income | 1.12x | CFO / Net Income | OK | 0000109563-26-000021, 0000109563-26-000015 |
| FCF / Net Income | 1.05x | FCF / Net Income | OK | 0000109563-26-000021, 0000109563-26-000015 |
| ROIC | 19.45% | NOPAT / Average Invested Capital | OK | 0000109563-26-000021, 0000109563-25-000107 |
| Net Debt / CFO | 0.44x | Net Debt / CFO | OK | 0000109563-26-000021, 0000109563-26-000015 |