Applied Industrial (AIT)

AIT Canada, ULC • AIT Holding Corp. • AIT International Inc. • AIT Receivables LLC • Applied Australia Holdings Pty Ltd. • Applied Automation, Inc. • Applied Bearing Distributors, LLC • Applied Canada Holdings, ULC • Applied Industrial Technologies - CA LLC • Applied Industrial Technologies - Capital, Inc. ...

IRS number

340117420

AIT stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Latest filings (excl ownership)

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27 Jan 26

Applied Industrial Technologies Reports Fiscal 2026 Second Quarter Results

28 Oct 25

Applied Industrial Technologies Reports Fiscal 2026 First Quarter Results

28 Oct 25

8-K

Entry into a Material Definitive Agreement

24 Oct 25

8-K

Submission of Matters to a Vote of Security Holders

23 Oct 25

ARS

2025 FY

Annual report to shareholders

10 Sep 25

15 Aug 25

Applied Industrial Technologies Reports Fiscal 2025 Fourth Quarter

14 Aug 25

Latest ownership filings

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Notice of proposed sale of securities

6 Feb 26

144

Notice of proposed sale of securities

5 Feb 26

144

Notice of proposed sale of securities

5 Feb 26

144

Notice of proposed sale of securities

Financial summary

Financial statements Chart AIT financial data

Quarter (USD)	Dec 25	Sep 25	Jun 25	Mar 25
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Jun 25	Jun 24	Jun 23	Jun 22
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	405.99 mm	405.99 mm	405.99 mm	405.99 mm	405.99 mm	405.99 mm
Cash burn (monthly)	4.24 mm	(no burn)	(no burn)	(no burn)	(no burn)	(no burn)
Cash used (since last report)	6.14 mm	n/a	n/a	n/a	n/a	n/a
Cash remaining	399.85 mm	n/a	n/a	n/a	n/a	n/a
Runway (months of cash)	94.2	n/a	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q2 2025

AIT institutional ownership history Ownership history

94.7% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	525	501	+4.8%
Opened positions	95	76	+25.0%
Closed positions	71	70	+1.4%
Increased positions	191	210	-9.0%
Reduced positions	180	154	+16.9%

13F shares	Current	Prev Q	Change
Total value	7.84 tn	7.88 tn	-0.5%
Total shares	35.72 mm	36.06 mm	-1.0%
Total puts	50.10 k	68.30 k	-26.6%
Total calls	71.70 k	89.80 k	-20.2%
Total put/call ratio	0.7	0.8	-8.1%

Largest owners	Shares	Value	Change
Vanguard	4.19 mm	$973.77 bn	-7.5%
BLK BlackRock	3.37 mm	$783.57 bn	-29.7%
STT State Street	1.20 mm	$279.90 bn	-18.2%
IVZ Invesco	1.07 mm	$249.73 bn	-13.2%
FMR	774.86 k	$180.12 bn	-44.6%
First Trust Advisors	760.21 k	$176.71 bn	-0.2%
Dimensional Fund Advisors	709.94 k	$165.03 bn	-1.6%
JPM JPMorgan Chase & Co.	707.82 k	$164.53 bn	-27.5%
Geode Capital Management	672.34 k	$156.31 bn	-27.8%
Wellington Management	617.24 k	$143.48 bn	+62.7%

Largest transactions	Shares	Bought/sold	Change
BLK BlackRock	3.37 mm	-1.43 mm	-29.7%
FMR	774.86 k	-624.99 k	-44.6%
Norges Bank	461.30 k	+461.30 k	NEW
MQBKY Macquarie Group Limited	251.95 k	-431.56 k	-63.1%
Jane Street	413.64 k	+371.10 k	+872.5%
Qube Research & Technologies	351.57 k	+351.57 k	NEW
Vanguard	4.19 mm	-340.36 k	-7.5%
ZFSVF Zurich Insurance	0.00	-313.32 k	EXIT
JPM JPMorgan Chase & Co.	707.82 k	-269.08 k	-27.5%
STT State Street	1.20 mm	-267.94 k	-18.2%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

AIT insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
6 Feb 26	Warren E Hoffner III	Common Stock	Sell	Dispose S	No	No	292.64	4,000	1.17 mm	48,751
5 Feb 26	Jason W Vasquez	Common Stock	Sell	Dispose S	No	No	287.87	5,447	1.57 mm	14,491
5 Feb 26	Warren E Hoffner III	Common Stock	Sell	Dispose S	No	No	288.62	4,000	1.15 mm	52,751
4 Feb 26	Schrimsher Neil A	Common Stock	Sell	Dispose S	No	No	288.29	1,293	372.76 k	130,528
4 Feb 26	Schrimsher Neil A	Common Stock	Sell	Dispose S	No	No	287.51	4,544	1.31 mm	131,821
4 Feb 26	Schrimsher Neil A	Common Stock	Sell	Dispose S	No	No	286.45	2,996	858.20 k	136,365
4 Feb 26	Schrimsher Neil A	Common Stock	Sell	Dispose S	No	No	285.39	1,740	496.58 k	139,361
4 Feb 26	Schrimsher Neil A	Common Stock	Sell	Dispose S	No	No	284.49	8,634	2.46 mm	141,101
20 Jan 26	Peter C Wallace	Common Stock	Grant	Acquire A	No	No	0	688	0.00	29,179

Data from 3, 4 and 5 filings. Values as filed, not updated for current price.