Euclid Avenue, Midtown, Cleveland, OH (28326029968)
Picture: Warren LeMay from Cincinnati, OH, United States, CC0, via Wikimedia Commons
AIT

Applied Industrial Technologies, Inc.

Applied Industrial Technologies, Inc. is classed by the SEC under Wholesale-Machinery, Equipment & Supplies (industry code 5080), based in Cleveland, OH. In its latest annual figures on file, for the fiscal year ended 2025-06-30, it reported revenue of $4.6 billion and a profit of $393 million (its filed statements).

Distribution business Wholesale-Machinery, Equipment & Supplies Cleveland, OH filings since 1994 9 of 9 filed

Sector peers: SITEBCCPOOLMSM

7.0/10headline grade
vs its business-model standard

Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a distribution business: prior from its industry code (SEC 5080, Wholesale-Machinery, Equipment & Supplies); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.

The grade, in three tenses

Headline 7.0 out of ten, 9 of 9 metrics filed: past 7.2 out of ten, present 7.5 out of ten, future 6.3 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.

The nine metrics

  • Surviving crises (past): 7.8 out of ten. No warning events in its filings since 2017. 78th percentile among 51 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Track record (past): 6.8 out of ten. +7.5% a year over 10 filed years; profitable in 10 of 10. 69th percentile among 50 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Shareholder treatment (past): 6.3 out of ten. Share count shrank 1.2% a year. 55% of cash flow returned. Insiders: 14 sales, 0 purchases. 62nd percentile among 43 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Financial health (present): 8.0 out of ten. ROE 22%: 22¢ of profit per shareholder dollar. Leverage 38%: owes 38¢ per asset dollar. 80th percentile among 50 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Industry position (present): 7.1 out of ten. top 29% of 51 in its family; net margin 8.3%. 71st percentile among 51 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Leadership (present): 7.6 out of ten. top 24% of 35 in its family for leadership; chief executive since 2011. 76th percentile among 35 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
  • Room to expand (future): 6.7 out of ten. top 33% of 49 in its family for room to expand. 67th percentile among 49 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Growth drivers (future): 5.0 out of ten. bottom 50% of 50 in its family for growth drivers. 50th percentile among 50 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Expectations vs reality (future): 7.1 out of ten. top 29% of 44 in its family for expectations against reality. 71st percentile among 44 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).

The filing record

Newest annual report: Form 10-K filed 2026-08-13 for the period ended 2026-06-30 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-04-28 for the period ended 2026-03-31 (on EDGAR). Newest results release: Form 8-K filed 2026-08-13 (on EDGAR). Newest filing: Form 4, 2026-10-02. Filings on record since 1994. Read from EDGAR 2026-10-12.

Where the revenue comes from

Lines of business in fiscal 2026: Service Center Based Distribution 64%, Engineered Solutions 36%. By geography: United States 88%, Canada 6%, Other Countries 6%. As tagged in its annual report (Form 10-K, filed 2026-08-13).

Who runs it

Schrimsher, Neil A (President and CEO); Wells, David K. (Vice President-CFO & Treasurer); Loring, Kurt W. (VP-Chief HR Officer); Wagner, Richard M (Chief Accounting Officer); Vasquez, Jason W (VP-Sales & Marketing-USSC); Hoffner, Warren E III (VP, General Mgr-Fluid Power); Ploetz, Jon S (VP-General Counsel & Secretary); Wallace, Peter C (director); Tomczik, Pamela J (director); Andrews, Madhuri A (director); and 6 more. 16 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-10-02.

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