Stock AIT APPLIED INDUSTRIAL TECHNOLOGIES, INC.
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Financials Applied Industrial Technologies, Inc.

Equities

AIT

US03820C1053

Industrial Machinery & Equipment

Market Closed - Nyse
Other stock markets
 04:00:01 2024-04-26 pm EDT 		5-day change 1st Jan Change
180.9 USD +1.09% Intraday chart for Applied Industrial Technologies, Inc. -1.40% +4.75%
Apr. 25 Applied Industrial Technologies' Fiscal Q3 Earnings, Revenue Rise, Narrows 2024 Guidance; Declares Quarterly Dividend MT
Apr. 25 Transcript : Applied Industrial Technologies, Inc., Q3 2024 Earnings Call, Apr 25, 2024

Valuation

Fiscal Period: Juni 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 2,375 2,415 3,539 3,697 5,598 6,995 - -
Enterprise Value (EV) 1 2,375 3,080 3,539 3,697 5,598 7,086 6,789 6,416
P/E ratio 16.7 x 101 x 24.7 x 14.6 x 16.4 x 18.7 x 17.8 x 16.2 x
Yield 1.98% 2.02% 1.43% 1.39% 0.95% 0.8% 0.85% 0.96%
Capitalization / Revenue 0.68 x 0.74 x 1.09 x 0.97 x 1.27 x 1.55 x 1.48 x 1.4 x
EV / Revenue 0.68 x 0.95 x 1.09 x 0.97 x 1.27 x 1.57 x 1.44 x 1.29 x
EV / EBITDA 7.23 x 10.6 x 11.1 x 9.03 x 10.7 x 12.9 x 11.7 x 10.4 x
EV / FCF - 11.1 x - - - 19.5 x 16.6 x 14.6 x
FCF Yield - 8.98% - - - 5.12% 6.02% 6.86%
Price to Book - - - - - - - -
Nbr of stocks (in thousands) 38,593 38,707 38,859 38,444 38,654 38,669 - -
Reference price 2 61.53 62.39 91.06 96.17 144.8 180.9 180.9 180.9
Announcement Date 8/14/19 8/12/20 8/17/21 8/11/22 8/10/23 - - -
1USD in Million2USD
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: June 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 3,473 3,246 3,236 3,811 4,413 4,509 4,723 4,982
EBITDA 1 328.4 291.7 317.5 409.6 524.5 547.6 579.6 616.7
EBIT 1 233.8 229 260.1 357.9 473.2 488.8 529.4 574
Operating Margin 6.73% 7.06% 8.04% 9.39% 10.72% 10.84% 11.21% 11.52%
Earnings before Tax (EBT) 1 - 55.24 - 329.8 449.8 488.7 523.4 572
Net income 1 144 24.04 - 257.4 346.7 379.9 400.7 437
Net margin 4.15% 0.74% - 6.76% 7.86% 8.42% 8.48% 8.77%
EPS 2 3.680 0.6200 3.680 6.580 8.840 9.690 10.19 11.15
Free Cash Flow 1 - 276.6 - - - 363 409 440
FCF margin - 8.52% - - - 8.05% 8.66% 8.83%
FCF Conversion (EBITDA) - 94.81% - - - 66.29% 70.56% 71.35%
FCF Conversion (Net income) - 1,150.48% - - - 95.55% 102.06% 100.69%
Dividend per Share 2 1.220 1.260 1.300 1.340 1.380 1.440 1.540 1.740
Announcement Date 8/14/19 8/12/20 8/17/21 8/11/22 8/10/23 - - -
1USD in Million2USD
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: June 2022 Q2 2022 Q3 2022 Q4 2023 Q1 2023 Q2 2023 Q3 2023 Q4 2024 Q1 2024 Q2 2024 Q3 2024 Q4 2025 Q1 2025 Q2 2025 Q3 2025 Q4
Net sales 1 876.9 980.7 1,061 1,062 1,060 1,132 1,158 1,095 1,077 1,146 1,191 1,148 1,134 1,201 1,241
EBITDA 1 92.57 108.6 120 118.7 125.5 140.3 140 133.4 130.8 135.7 145.8 140.6 137.8 144.6 155
EBIT 1 78.18 95.84 109.2 106.5 112.9 126.9 126.8 120.7 114.6 121.2 132.5 126.7 124.4 135.6 142.7
Operating Margin 8.92% 9.77% 10.29% 10.03% 10.65% 11.21% 10.95% 11.02% 10.64% 10.57% 11.12% 11.04% 10.97% 11.29% 11.5%
Earnings before Tax (EBT) 1 72.04 89.52 100.7 99.04 106 122.3 122.5 118.9 115.6 122.7 130.8 125.2 122.8 134.1 141.2
Net income 1 57.03 68.31 79.11 76.88 80.46 97.19 92.22 93.83 91.23 97.22 99.83 96.4 93.67 102.6 107.8
Net margin 6.5% 6.97% 7.45% 7.24% 7.59% 8.59% 7.96% 8.57% 8.47% 8.48% 8.38% 8.4% 8.26% 8.54% 8.68%
EPS 2 1.460 1.750 2.020 1.970 2.050 2.470 2.350 2.390 2.320 2.480 2.540 2.453 2.383 2.607 2.747
Dividend per Share 2 0.3300 0.3400 0.3400 0.3400 0.3400 - 0.3500 - - - 0.3700 0.3700 0.3700 0.4000 0.4000
Announcement Date 1/27/22 4/28/22 8/11/22 10/27/22 1/26/23 4/27/23 8/10/23 10/26/23 1/25/24 4/25/24 - - - - -
1USD in Million2USD
Estimates

Balance Sheet Analysis

Fiscal Period: June 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 1 - 665 - - - 91 - -
Net Cash position 1 - - - - - - 206 579
Leverage (Debt/EBITDA) - 2.28 x - - - 0.1662 x - -
Free Cash Flow 1 - 277 - - - 363 409 440
ROE (net income / shareholders' equity) 20.2% 2.8% - 24.7% 26.6% 23.6% 21% -
ROA (Net income/ Total Assets) 7.48% 1% - 10.9% 13.7% 13.4% 12.8% -
Assets 1 1,926 2,404 - 2,362 2,531 2,835 3,131 -
Book Value Per Share - - - - - - - -
Cash Flow per Share 4.610 - - - - - - -
Capex 1 19 20.1 15.9 18.1 26.5 23.2 23.5 25
Capex / Sales 0.55% 0.62% 0.49% 0.48% 0.6% 0.51% 0.5% 0.5%
Announcement Date 8/14/19 8/12/20 8/17/21 8/11/22 8/10/23 - - -
1USD in Million
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Ratings for Applied Industrial Technologies, Inc.

Trading Rating
Investor Rating
ESG Refinitiv
C+
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
4
Last Close Price
180.9 USD
Average target price
213.8 USD
Spread / Average Target
+18.17%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

Sector Industrial Machinery & Equipment Wholesale

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Industrial Machinery & Equipment Wholesale
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