← BackAPPLIED INDUSTRIAL TECHNOLOGIES INC · Machinery, Equipment & SuppliesAIT
Low riskNext report: Around Jan 26, 2027 (est.)
The short versionA profitable company with steady sales.
Going well
- Profitable every year for 10 years
- Brings in more cash than it spends
- Raised its dividend (0.5% yield)
Money moves
- No insider buying or selling in the last 30 days
- Institutions added 1.2% to their holdings in the quarter ending June 2026 (318 bought, 259 sold)
- Held by Ray Dalio (Bridgewater)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$325.08+2.5% that day
- Company value
- $11.9B
- Share price times all shares
- Price vs profit (P/E)
- 28.8x
- You pay about $29 for each $1 of yearly profit
- Price vs sales
- 2.3x
- Company value is 2.3 times a year of sales
- Dividend yield
- 0.5%
- Yearly dividend as a share of today's price
- Cash vs value
- 1%
- Cash as a share of company value
- Debt vs value
- 5%
- Debt as a share of company value
From AIT's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Sep '26$1.3B+7.6% vs a year earlier
Dec '23Tap a barSep '26
Last 12 months: $5.1B, up 8.5% from the 12 months before. Over 5 years, sales grew about 7.1% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- MissReturn on equity 15%+Earns a lot on the money owners have in the business.0.0%
- PassDebt under half of equityNot relying on borrowed money.0.31x equity
- MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.0.0%
- PassProfitable every yearSteady profits, not one good year.10 of 10 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$492.4M
- PassShare count not growingNot diluting owners. Falling means buybacks.-0.7% in 3 years
- MissGross margin 40%+Pricing power: sells for well above what it costs to make.30.3%
- Revenue
- $4.6B
- +1.9% vs prior year
- 5-year growth
- +7.1%/yr
- revenue, per year
- Total debt
- $572.3M
- 0.31x equity
- Current ratio
- 3.68x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Sep 30, 2026Reported Oct 27During market9:31 am ET - Revenue
- $1.3B
- +7.6% YoY
- EPS
- $2.97
- vs $2.63
- Op. margin
- 11.1%
- +0.3 pts
- Gross margin
- 30.4%
- +0.3 pts
- Free cash flow
- $73.4M
- Share count
- -2.9%
- vs a year ago
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
66/ 100
- This week
- 4
- Normal week
- 2.1
- vs normal
- 1.9x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
■Steady+1.2%Institutions added 1.2% to their holdings. 318 bought, 259 sold.
Shares held by institutions35.5M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
-2.0%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
0.1x · $282.3M debtShares outstandingLatest reported
37MNext reportAround Jan 26, 2027 (est.)Estimated from the same quarter last year
- Results filedOct 27
- Results filedAug 13
- Results filedApr 28
- Results filedJan 27
- Results filedOct 28, 2025
Flags and big holders
Offerings 6 months, flags 12 months, holders 90 days
No offerings, red flags or new big holders. Clean record.
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.