# Applied Industrial Technologies Inc: overview

AIT · NYSE · CIK 109563 · [Consumer discretionary](/sectors/consumer-discretionary.md) · fiscal year ends Jun 30

Pages: [Overview](/companies/ait.md) · [Financials](/companies/ait/financials.md) · [Filings](/companies/ait/filings.md) · [Insiders](/companies/ait/insiders.md)

Latest reported revenue: [$1.29bn](/filings/0000109563-26-000054.md) for Q1 FY2027, three months to 2026-09-30, from the 10-Q filed Oct 27, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, accession 0000109563-26-000054).

## Last eight quarters

| Line item | Unit | Q2 FY2025 (2024-12-31) | Q3 FY2025 (2025-03-31) | Q4 FY2025 (2025-06-30) | Q1 FY2026 (2025-09-30) | Q2 FY2026 (2025-12-31) | Q3 FY2026 (2026-03-31) | Q4 FY2026 (2026-06-30) | Q1 FY2027 (2026-09-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [1,073](/filings/0000109563-26-000015.md) | [1,167](/filings/0000109563-26-000021.md) | [1,225 d](/filings/0000109563-26-000033.md) | [1,200](/filings/0000109563-26-000054.md) | [1,163](/filings/0000109563-26-000015.md) | [1,251](/filings/0000109563-26-000021.md) | [1,353 d](/filings/0000109563-26-000033.md) | [1,291](/filings/0000109563-26-000054.md) |
| Gross margin | % | [30.6%](/filings/0000109563-26-000015.md) | [30.5%](/filings/0000109563-26-000021.md) | [30.6% d](/filings/0000109563-26-000033.md) | [30.1%](/filings/0000109563-26-000054.md) | [30.4%](/filings/0000109563-26-000015.md) | [30.4%](/filings/0000109563-26-000021.md) | [30.4% d](/filings/0000109563-26-000033.md) | [30.4%](/filings/0000109563-26-000054.md) |
| Operating margin | % | [11.3%](/filings/0000109563-26-000015.md) | [11.1%](/filings/0000109563-26-000021.md) | [11.0% d](/filings/0000109563-26-000033.md) | [10.8%](/filings/0000109563-26-000054.md) | [10.6%](/filings/0000109563-26-000015.md) | [11.0%](/filings/0000109563-26-000021.md) | [11.8% d](/filings/0000109563-26-000033.md) | [11.1%](/filings/0000109563-26-000054.md) |
| Net margin | % | [8.7%](/filings/0000109563-26-000015.md) | [8.6%](/filings/0000109563-26-000021.md) | [8.8% d](/filings/0000109563-26-000033.md) | [8.4%](/filings/0000109563-26-000054.md) | [8.2%](/filings/0000109563-26-000015.md) | [8.0%](/filings/0000109563-26-000021.md) | [8.8% d](/filings/0000109563-26-000033.md) | [8.6%](/filings/0000109563-26-000054.md) |
| Diluted EPS | $ per share | [2.39](/filings/0000109563-26-000015.md) | [2.57](/filings/0000109563-26-000021.md) | not reported | [2.63](/filings/0000109563-26-000054.md) | [2.51](/filings/0000109563-26-000015.md) | [2.65](/filings/0000109563-26-000021.md) | not reported | [2.97](/filings/0000109563-26-000054.md) |
| Free cash flow | $m | [89.9 d](/filings/0000109563-26-000015.md) | [115 d](/filings/0000109563-26-000021.md) | [138 d](/filings/0000109563-26-000033.md) | [112](/filings/0000109563-26-000054.md) | [93.4 d](/filings/0000109563-26-000015.md) | [95.4 d](/filings/0000109563-26-000021.md) | [160 d](/filings/0000109563-26-000033.md) | [73.4](/filings/0000109563-26-000054.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquireProductiveAssets. Derived values: 6-month figure less the 3-month figure; 9-month figure less the 6-month figure; 12-month figure less the 9-month figure.

## Last five fiscal years

| Line item | Unit | FY2022 (2022-06-30) | FY2023 (2023-06-30) | FY2024 (2024-06-30) | FY2025 (2025-06-30) | FY2026 (2026-06-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [3,811](/filings/0000109563-24-000092.md) | [4,413](/filings/0000109563-25-000080.md) | [4,479](/filings/0000109563-26-000033.md) | [4,563](/filings/0000109563-26-000033.md) | [4,967](/filings/0000109563-26-000033.md) |
| Gross margin | % | [29.0%](/filings/0000109563-24-000092.md) | [29.2%](/filings/0000109563-25-000080.md) | [29.8%](/filings/0000109563-26-000033.md) | [30.3%](/filings/0000109563-26-000033.md) | [30.3%](/filings/0000109563-26-000033.md) |
| Operating margin | % | [9.4%](/filings/0000109563-24-000092.md) | [10.7%](/filings/0000109563-25-000080.md) | [11.1%](/filings/0000109563-26-000033.md) | [10.9%](/filings/0000109563-26-000033.md) | [11.1%](/filings/0000109563-26-000033.md) |
| Net margin | % | [6.8%](/filings/0000109563-24-000092.md) | [7.9%](/filings/0000109563-25-000080.md) | [8.6%](/filings/0000109563-26-000033.md) | [8.6%](/filings/0000109563-26-000033.md) | [8.3%](/filings/0000109563-26-000033.md) |
| Diluted EPS | $ per share | [6.58](/filings/0000109563-24-000092.md) | [8.84](/filings/0000109563-25-000080.md) | [9.83](/filings/0000109563-26-000033.md) | [10.12](/filings/0000109563-26-000033.md) | [10.95](/filings/0000109563-26-000033.md) |
| Free cash flow | $m | [169](/filings/0000109563-24-000092.md) | [317](/filings/0000109563-25-000080.md) | [347](/filings/0000109563-26-000033.md) | [465](/filings/0000109563-26-000033.md) | [461](/filings/0000109563-26-000033.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquireProductiveAssets.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/ait/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $1.34bn | 3,953,290 |  | Added +114,726 |
| [VANGUARD PORTFOLIO MANAGEMENT LLC](/funds/2100121.md) | 2026-06-30 | $714.0m | 2,111,426 |  | Reduced −11,012 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $563.7m | 1,666,903 |  | Reduced −2,892 |
| [AQR CAPITAL MANAGEMENT LLC](/funds/1167557.md) | 2026-06-30 | $451.6m | 1,343,397 |  | Added +423,786 |
| [STATE STREET CORP](/funds/93751.md) | 2026-06-30 | $414.5m | 1,225,877 |  | Added +18,654 |
| [FIRST TRUST ADVISORS LP](/funds/1125816.md) | 2026-06-30 | $340.6m | 1,007,223 |  | Added +28,383 |
| [GEODE CAPITAL MANAGEMENT, LLC](/funds/1214717.md) | 2026-06-30 | $317.7m | 939,318 |  | Added +38,690 |
| [FULLER & THALER ASSET MANAGEMENT, INC.](/funds/1082327.md) | 2026-06-30 | $302.2m | 893,709 |  | Added +331,034 |
| [DIMENSIONAL FUND ADVISORS LP](/funds/354204.md) | 2026-06-30 | $243.8m | 720,985 |  | Reduced −264 |
| [WELLINGTON MANAGEMENT GROUP LLP](/funds/902219.md) | 2026-06-30 | $213.6m | 631,562 |  | Reduced −122,998 |

## Recent filings

[All 1,580 filings](/companies/ait/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-10-27 | 16:38 ET | [10-Q](/filings/0000109563-26-000054.md) | Quarterly report, period 2026-09-30 | 0000109563-26-000054 |
| 2026-10-27 | 09:31 ET | [8-K](/filings/0000109563-26-000051.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0000109563-26-000051 |
| 2026-10-23 | 16:05 ET | [8-K/A](/filings/0000109563-26-000047.md) | 5.02 Departure or appointment of officers or directors | 0000109563-26-000047 |
| 2026-10-22 | 16:27 ET | [8-K](/filings/0000109563-26-000040.md) | 5.02 Departure or appointment of officers or directors; 5.07 Shareholder vote results; 9.01 Financial statements and exhibits | 0000109563-26-000040 |
| 2026-09-10 | 16:06 ET | [DEF 14A](/filings/0001193125-26-387870.md) | Proxy statement, period 2026-10-20 | 0001193125-26-387870 |
| 2026-08-14 | 16:20 ET | [8-K](/filings/0000109563-26-000035.md) | 5.02 Departure or appointment of officers or directors; 9.01 Financial statements and exhibits | 0000109563-26-000035 |
| 2026-08-13 | 16:11 ET | [10-K](/filings/0000109563-26-000033.md) | Annual report, period 2026-06-30 | 0000109563-26-000033 |
| 2026-08-13 | 09:46 ET | [8-K](/filings/0000109563-26-000031.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0000109563-26-000031 |
| 2026-06-25 | 16:19 ET | [8-K](/filings/0000109563-26-000027.md) | 5.02 Departure or appointment of officers or directors; 9.01 Financial statements and exhibits | 0000109563-26-000027 |
| 2026-04-28 | 16:04 ET | [10-Q](/filings/0000109563-26-000021.md) | Quarterly report, period 2026-03-31 | 0000109563-26-000021 |

## Latest annual report

[Form 10-K for the fiscal year ended Jun 30, 2026](/filings/0000109563-26-000033.md), filed Aug 13, 2026.

## Forecast league

Q1 FY2027, the quarter ended 2026-09-30, has been scored from the reported figures. [See the target](/leagues/2026q3/targets/f473d3ce-1b25-45e6-b6f7-f747e2e3b5e7)

## About the filer

- CIK: 109563
- Tickers: AIT
- Exchange: NYSE
- SIC code: 5080 Wholesale-Machinery, Equipment & Supplies
- State of incorporation: OH
- Filer category: Large accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 27, 2026, 21:29 ET. No prices; not investment advice.