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Applied Industrial Technologies, Inc.

NYSE•AIT
CEO: Mr. Neil A. Schrimsher
セクター: Industrials
業種: Industrial - Distribution
上場日: 1980-03-17
Applied Industrial Technologies, Inc. distributes industrial motion, power, control, and automation technology solutions in the United States, Canada, Mexico, Australia, New Zealand, Singapore, and Costa Rica. It operates in two segments, Service Center Based Distribution, and Engineered Solutions. The company distributes bearings, power transmission products, engineered fluid power components and systems, specialty flow control solutions, advanced automation products, industrial rubber products, linear motion components, automation solutions, tools, safety products, oilfield supplies, and other industrial and maintenance supplies; and motors, belting, drives, couplings, pumps, hydraulic and pneumatic components, filtration supplies, valves, fittings, process instrumentation, actuators, and hoses, filtration supplies, as well as other related supplies for general operational needs of customers' machinery and equipment. It also operates fabricated rubber shops and service field crews that install, modify, and repair conveyor belts and rubber linings, as well as offer hose assemblies. In addition, the company provides technical support services; engages in the distribution of fluid power and industrial flow control products; advanced automation solutions, including machine vision, robotics, motion control, and smart technologies. It distributes industrial products through a network of service centers. The company serves various industries, including agriculture and food processing, cement, chemicals and petrochemicals, fabricated metals, forest products, industrial machinery and equipment, life sciences, mining, oil and gas, primary metals, technology, transportation, and utilities, as well as government entities. The company was formerly known as Bearings, Inc. and changed its to name to Applied Industrial Technologies, Inc. in 1997. The company was founded in 1923 and is headquartered in Cleveland, Ohio.
連絡先情報
1 Applied Plaza, Cleveland, OH, 44115, United States
216-426-4000
www.applied.com
時価総額
$9.80B
PER (TTM)
24.2
24.6
配当利回り
0.7%
52週高値
$296.70
52週安値
$199.96
52週レンジ
62%
順位15Top 3.1%
6.6
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
強い • 6.6 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q2 2026 データ

売上高

$1.16B+8.39%
直近4四半期の推移

EPS

$2.54+4.53%
直近4四半期の推移

フリーCF

$91.77M+2.04%
直近4四半期の推移

2026 Q2 決算ハイライト

主なハイライト

Sales Growth Strong Acquisition Mix Six-month net sales reached $2.36B USD, growing 8.8% driven by $133.0M from acquisitions.
Net Income Rises Six-month net income totaled $196.16M USD, marking a 5.8% increase over the prior period.
Diluted EPS Improvement Diluted EPS was $5.14 USD for six months, reflecting an 8.0% increase compared to last year.
Strong Balance Sheet Liquidity Working capital stands at $1.27B USD at period end; current ratio improved to 3.7 to 1.

リスク要因

Operating Margin Compression Q3 Operating margin fell to 10.6% from 11.3% due to higher compensation costs and LIFO expense.
Interest Rate Swap Maturity Interest rate swap matures January 2026; future quarterly interest expense may increase by $3.5M USD.
Accounts Receivable Aging Accounts receivable past due over 90 days increased to 3.5% from 2.1% at June 30, 2025.
Lower Operating Cash Flow Cash provided by operating activities decreased to $219.0M USD for six months versus $222.9M prior.

見通し

Aggressive Share Repurchase Used $143.4M USD in six months to repurchase 550,636 common shares under existing authorization.
New Credit Facility Secured New $900.0M unsecured revolving credit facility established in October 2025 for acquisitions and working capital.
Evaluating New Tax Guidance Evaluating impact of recent FASB updates on disclosures, including ASU 2025-05 regarding credit losses.
Recent Strategic Acquisitions Completed IRIS acquisition in May 2025 for $14.7M USD, included in Engineered Solutions segment.

同業比較

売上高 (TTM)

WCC stock ticker logoWCC
$23.50B
+7.7%
ARMK stock ticker logoARMK
$18.79B
+7.1%
CNM stock ticker logoCNM
$7.76B
+8.1%

粗利益率 (最新四半期)

WTS stock ticker logoWTS
49.5%
+1.5pp
AOS stock ticker logoAOS
38.4%
+1.3pp
RRX stock ticker logoRRX
37.5%
-0.6pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
WCC$12.54B19.913.0%45.4%
RRX$12.48B44.64.2%36.3%
DRS$12.21B43.810.5%10.2%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
-0.1%
横ばい
4四半期純利益CAGR
-1.5%
収益性の安定
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年4月23日
|
EPS:$2.66
|
売上高:$1.23B
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直近12ヶ月
データなし