AIT RSI Chart
Last 7 days
-4.0%
Last 30 days
-6.8%
Last 90 days
4.8%
Trailing 12 Months
32.6%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2023 | 4.3B | 4.4B | 4.4B | 4.5B |
2022 | 3.6B | 3.8B | 4.0B | 4.2B |
2021 | 3.1B | 3.2B | 3.4B | 3.5B |
2020 | 3.4B | 3.2B | 3.1B | 3.1B |
2019 | 3.5B | 3.5B | 3.5B | 3.5B |
2018 | 2.9B | 3.1B | 3.3B | 3.4B |
2017 | 2.5B | 2.6B | 2.6B | 2.7B |
2016 | 2.6B | 2.5B | 2.5B | 2.5B |
2015 | 2.7B | 2.8B | 2.7B | 2.6B |
2014 | 2.4B | 2.5B | 2.6B | 2.7B |
2013 | 2.4B | 2.5B | 2.5B | 2.4B |
2012 | 2.3B | 2.4B | 2.4B | 2.4B |
2011 | 2.1B | 2.2B | 2.3B | 2.3B |
2010 | 1.9B | 1.9B | 2.0B | 2.1B |
2009 | 0 | 1.9B | 1.9B | 1.9B |
Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed Russell 2000 Index
Small Caps and Mid Caps are mostly overlooked by investors as all the focus goes to Magnificent 7. These stocks that are not part of the beauty contest require a deeper look. However, all large cap stocks were once small caps. Grufity's Fair Value model opens up this unverse as it separates high-performing, rewarding stocks from low-performing risky stocks. <b>Russell 2000 stocks that were marked 'Very Cheap' by the model doubled in three years while the index was flat.</b>
Returns of $10,000 invested in:
Very Cheap Stocks: $21,859
Russell 2000 Index: $10,334
Very Expensive Stocks: $8,224
Russell 2000 stocks considered 'Very Cheap' by the model greatly outperformed Russell 2000 index and the 'Very Expensive' bucket over past three years.
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
Mar 31, 2024 | wallace peter c | acquired | 2,334 | 189 | 12.294 | - |
Feb 02, 2024 | hoffner warren e iii | sold | -364,680 | 182 | -2,000 | vp, general mgr-fluid power |
Feb 01, 2024 | hoffner warren e iii | sold (taxes) | -227,443 | 182 | -1,249 | vp, general mgr-fluid power |
Feb 01, 2024 | hoffner warren e iii | acquired | 150,943 | 88.79 | 1,700 | vp, general mgr-fluid power |
Jan 23, 2024 | wallace peter c | acquired | - | - | 1,035 | - |
Jan 23, 2024 | petrella vincent k | acquired | - | - | 850 | - |
Jan 23, 2024 | pagano robert j jr | acquired | - | - | 850 | - |
Jan 23, 2024 | komnenovich dan | acquired | - | - | 850 | - |
Jan 23, 2024 | andrews madhuri a | acquired | - | - | 850 | - |
Jan 23, 2024 | hall mary dean | acquired | - | - | 850 | - |
Which funds bought or sold AIT recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
Apr 18, 2024 | AlphaMark Advisors, LLC | new | - | 348,000 | 348,000 | 0.12% |
Apr 18, 2024 | McGlone Suttner Wealth Management, Inc. | sold off | -100 | -54,390 | - | -% |
Apr 18, 2024 | FARMERS & MERCHANTS INVESTMENTS INC | reduced | -44.44 | -1,700 | 2,963 | -% |
Apr 18, 2024 | Hexagon Capital Partners LLC | unchanged | - | 895 | 7,112 | -% |
Apr 18, 2024 | Allspring Global Investments Holdings, LLC | reduced | -3.88 | 8,754,780 | 96,633,400 | 0.15% |
Apr 18, 2024 | Diversified Trust Co | sold off | -100 | -511,853 | - | -% |
Apr 18, 2024 | SJS Investment Consulting Inc. | reduced | -7.14 | 150 | 2,569 | -% |
Apr 18, 2024 | STATE OF MICHIGAN RETIREMENT SYSTEM | new | - | 1,876,720 | 1,876,720 | 0.01% |
Apr 18, 2024 | Measured Wealth Private Client Group, LLC | added | 1.22 | 132,127 | 968,983 | 0.34% |
Apr 17, 2024 | ROMANO BROTHERS AND COMPANY | reduced | -0.71 | 665,647 | 5,563,100 | 0.76% |
Unveiling Applied Industrial Technologies Inc's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Date Filed | Form Type | Document | |
---|---|---|---|
Peers (Alternatives to Applied Industrial Technologies Inc)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
FDX | 65.7B | 87.5B | 14.95 | 0.75 | ||||
GWW | 46.3B | 16.5B | 25.06 | 2.81 | ||||
FAST | 38.7B | 7.4B | 33.4 | 5.24 | ||||
JBHT | 17.3B | 12.8B | 23.73 | 1.35 | ||||
EXPD | 16.5B | 9.3B | 21.9 | 1.77 | ||||
MID-CAP | ||||||||
CHRW | 8.3B | 17.6B | 25.63 | 0.47 | ||||
KNX | 7.8B | 7.1B | 35.8 | 1.09 | ||||
AIT | 7.1B | 4.5B | 18.94 | 1.59 | ||||
BECN | 6.0B | 9.1B | 13.79 | 0.66 | ||||
ARCB | 3.2B | 4.4B | 16.61 | 0.73 | ||||
SMALL-CAP | ||||||||
BXC | 938.6M | 3.1B | 19.34 | 0.3 | ||||
CYRX | 790.0M | 233.3M | -7.93 | 3.39 | ||||
CVLG | 583.4M | 1.1B | 10.56 | 0.53 | ||||
DSKE | 391.3M | 1.6B | -22.11 | 0.25 | ||||
AIRT | 65.5M | 220.4M | -6.02 | 0.3 |
Applied Industrial Technologies Inc News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Revenue | -1.6% | 1,077 | 1,095 | 1,158 | 1,132 | 1,060 | 1,062 | 1,061 | 981 | 877 | 892 | 896 | 841 | 751 | 748 | 725 | 831 | 833 | 856 | 883 | 885 | 840 |
Gross Profit | -2.5% | 317 | 325 | 339 | 333 | 309 | 307 | 307 | 287 | 258 | 255 | 263 | 247 | 210 | 216 | 208 | 237 | 241 | 251 | 257 | 256 | 243 |
S&GA Expenses | -0.9% | 202 | 204 | 212 | 206 | 196 | 200 | 197 | 191 | 179 | 181 | 182 | 173 | 162 | 163 | 161 | 184 | 182 | 190 | 185 | 189 | 182 |
EBITDA Margin | 2.4% | 0.12* | 0.12* | 0.11* | 0.11* | 0.11* | 0.10* | 0.10* | 0.10* | 0.10* | 0.07* | 0.07* | 0.07* | 0.02* | 0.04* | 0.04* | - | - | - | - | - | - |
Interest Expenses | -45.2% | -1.92 | -1.32 | 42.00 | -4.77 | -6.18 | -6.48 | 47.00 | -5.85 | -7.01 | -7.39 | 54.00 | -7.61 | -7.66 | -7.65 | 66.00 | -8.80 | -9.58 | -10.06 | 71.00 | -9.95 | -9.58 |
Income Taxes | -2.9% | 24.00 | 25.00 | 30.00 | 25.00 | 25.00 | 22.00 | 22.00 | 21.00 | 15.00 | 15.00 | 15.00 | 12.00 | -4.83 | 10.00 | 10.00 | -2.55 | 11.00 | 12.00 | 22.00 | 9.00 | 12.00 |
Earnings Before Taxes | -2.8% | 116 | 119 | 123 | 122 | 106 | 99.00 | 101 | 90.00 | 72.00 | 68.00 | 74.00 | 69.00 | -10.17 | 45.00 | 40.00 | -85.33 | 49.00 | 51.00 | 62.00 | 26.00 | 50.00 |
EBT Margin | 1.7% | 0.11* | 0.11* | 0.10* | 0.10* | 0.09* | 0.09* | 0.09* | 0.08* | 0.08* | 0.06* | 0.05* | 0.05* | 0.00* | 0.02* | 0.02* | - | - | - | - | - | - |
Net Income | -2.8% | 91.00 | 94.00 | 92.00 | 97.00 | 80.00 | 77.00 | 79.00 | 68.00 | 57.00 | 53.00 | 59.00 | 56.00 | -5.33 | 35.00 | 30.00 | -82.78 | 38.00 | 39.00 | 40.00 | 17.00 | 39.00 |
Net Income Margin | 2.6% | 0.08* | 0.08* | 0.08* | 0.08* | 0.07* | 0.07* | 0.07* | 0.07* | 0.06* | 0.05* | 0.04* | 0.04* | -0.01* | 0.01* | 0.01* | - | - | - | - | - | - |
Free Cashflow | 53.7% | 102 | 66.00 | 177 | 73.00 | 60.00 | 23.00 | 51.00 | 50.00 | 30.00 | 46.00 | 36.00 | 41.00 | 75.00 | 79.00 | 124 | - | - | - | - | - | - |
Balance Sheet | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Assets | 1.2% | 2,783 | 2,751 | 2,743 | 2,609 | 2,523 | 2,474 | 2,453 | 2,384 | 2,226 | 2,303 | 2,272 | 2,305 | 2,241 | 2,249 | 2,284 | 2,290 | 2,419 | 2,430 | 2,332 | 2,323 | 2,290 |
Current Assets | 2.3% | 1,682 | 1,644 | 1,647 | 1,507 | 1,422 | 1,390 | 1,360 | 1,295 | 1,144 | 1,211 | 1,197 | 1,226 | 1,152 | 1,136 | 1,160 | 1,163 | 1,143 | 1,145 | 1,148 | 1,126 | 1,082 |
Cash Equivalents | 14.5% | 413 | 360 | 344 | 182 | 166 | 148 | 184 | 188 | 155 | 247 | 258 | 304 | 289 | 271 | 269 | 165 | 128 | 98.00 | 108 | 47.00 | 80.00 |
Inventory | 2.5% | 520 | 508 | 501 | 527 | 523 | 490 | 450 | 425 | 400 | 378 | 363 | 358 | 364 | 365 | 389 | 421 | 464 | 465 | 448 | 455 | 446 |
Net PPE | 0.0% | 114 | 114 | 115 | 115 | 113 | 111 | 112 | 111 | 112 | 114 | 116 | 117 | 121 | 120 | 122 | 124 | 126 | 125 | 124 | 123 | 122 |
Goodwill | 0.5% | 589 | 586 | 578 | 577 | 572 | 561 | 563 | 564 | 563 | 563 | 560 | 559 | 557 | 541 | 541 | 539 | 673 | 671 | 662 | 661 | 651 |
Liabilities | -3.3% | 1,175 | 1,214 | 1,285 | 1,228 | 1,227 | 1,253 | 1,303 | 1,285 | 1,204 | 1,327 | 1,339 | 1,370 | 1,360 | 1,364 | 1,440 | 1,459 | 1,457 | 1,503 | 1,435 | 1,440 | 1,400 |
Current Liabilities | -3.7% | 449 | 467 | 540 | 481 | 447 | 451 | 500 | 464 | 400 | 467 | 428 | 466 | 426 | 414 | 426 | 448 | 421 | 479 | 424 | 417 | 394 |
Long Term Debt | -4.2% | 572 | 597 | 597 | 597 | 624 | 649 | 649 | 681 | 681 | 730 | 785 | 773 | 783 | 793 | 855 | 865 | 874 | 859 | 909 | 938 | 923 |
LT Debt, Current | 0.0% | 25.00 | 25.00 | 25.00 | 25.00 | 25.00 | 0.00 | 40.00 | 40.00 | 40.00 | 88.00 | 44.00 | 79.00 | 79.00 | 79.00 | 79.00 | 79.00 | 74.00 | 94.00 | 49.00 | 44.00 | 44.00 |
LT Debt, Non Current | -4.2% | 572 | 597 | 597 | 597 | 624 | 649 | 649 | 681 | 681 | 730 | 785 | 773 | 783 | 793 | 855 | 865 | 874 | 859 | 909 | 938 | 923 |
Shareholder's Equity | 764.6% | 1,608 | 186 | 1,458 | 1,381 | 10.00 | 1,221 | 1,500 | 183 | 180 | 10.00 | 1,294 | 177 | 1,218 | 885 | 176 | 831 | 962 | 927 | 1,229 | 1,213 | 890 |
Retained Earnings | 4.1% | 1,964 | 1,886 | 1,793 | 1,728 | 1,644 | 1,577 | 1,500 | 1,447 | 1,392 | 1,347 | 1,294 | 1,261 | 1,218 | 1,235 | 1,201 | 1,195 | 1,291 | 1,265 | 1,229 | 1,213 | 1,209 |
Additional Paid-In Capital | 1.4% | 189 | 186 | 189 | 186 | 185 | 183 | 184 | 183 | 180 | 180 | 177 | 177 | 175 | 176 | 176 | 175 | 174 | 172 | 173 | 172 | 170 |
Accumulated Depreciation | 2.4% | 239 | 233 | 229 | 225 | 222 | 218 | 215 | 212 | 212 | 209 | 204 | 200 | 199 | 197 | 192 | 187 | 189 | 185 | 181 | 177 | 183 |
Shares Outstanding | 0.1% | 39.00 | 39.00 | 39.00 | 39.00 | 39.00 | 39.00 | 38.00 | 38.00 | 38.00 | 39.00 | 39.00 | 39.00 | 39.00 | 39.00 | - | - | - | - | - | - | - |
Float | - | - | - | - | - | 4,758 | - | - | - | 3,898 | - | - | - | 2,993 | - | - | - | - | - | - | - | 2,555 |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Cashflow From Operations | 53.7% | 101,758 | 66,209 | 179,939 | 75,204 | 62,880 | 25,943 | 53,747 | 52,559 | 32,622 | 48,642 | 38,288 | 44,053 | 77,514 | 81,842 | 127,090 | 64,725 | 54,881 | 50,018 | 103,435 | 11,586 | 53,783 |
Share Based Compensation | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 677 | 1,954 | 209 | 918 | 919 | 758 | 1,365 | 1,308 |
Cashflow From Investing | 79.8% | -5,175 | -25,657 | -4,583 | -18,045 | -32,707 | -5,498 | -5,828 | -953 | -3,375 | -25,502 | -3,421 | -2,274 | -35,831 | -3,404 | -3,753 | -3,621 | -7,469 | -40,561 | -6,905 | -34,836 | -10,265 |
Cashflow From Financing | -107.9% | -46,748 | -22,483 | -15,362 | -42,389 | -13,619 | -55,518 | -49,663 | -19,923 | -121,463 | -31,980 | -82,503 | -26,280 | -27,071 | -77,183 | -22,279 | -19,638 | -17,447 | -18,874 | -36,069 | -9,549 | -19,046 |
Dividend Payments | 0.4% | 13,604 | 13,551 | 13,617 | 13,570 | 13,159 | 13,100 | 13,193 | 13,147 | 12,753 | 12,712 | 12,892 | 12,873 | 12,484 | 12,415 | 12,453 | 12,418 | 12,017 | 11,985 | 12,012 | 11,979 | 11,941 |
Buy Backs | - | 10,677 | - | - | - | - | 716 | 180 | 3,540 | 3,527 | 6,537 | 40,089 | - | - | - | - | - | - | - | - | 11,158 | - |
Condensed Statements of Consolidated Income (Unaudited) - USD ($) shares in Thousands, $ in Thousands | 3 Months Ended | 6 Months Ended | ||
---|---|---|---|---|
Dec. 31, 2023 | Dec. 31, 2022 | Dec. 31, 2023 | Dec. 31, 2022 | |
Income Statement [Abstract] | ||||
Net sales | $ 1,077,153 | $ 1,060,280 | $ 2,172,341 | $ 2,122,685 |
Cost of sales | 760,063 | 751,775 | 1,530,169 | 1,507,397 |
Gross profit | 317,090 | 308,505 | 642,172 | 615,288 |
Selling, distribution and administrative expense, including depreciation | 202,496 | 195,612 | 406,898 | 395,863 |
Operating income | 114,594 | 112,893 | 235,274 | 219,425 |
Interest expense, net | 1,917 | 6,185 | 3,237 | 12,665 |
Other (income) expense, net | (2,924) | 758 | (2,493) | 1,766 |
Income before income taxes | 115,601 | 105,950 | 234,530 | 204,994 |
Income tax expense | 24,373 | 25,493 | 49,476 | 47,657 |
Net income | $ 91,228 | $ 80,457 | $ 185,054 | $ 157,337 |
Net income per share - basic | $ 2.35 | $ 2.09 | $ 4.78 | $ 4.08 |
Net income per share - diluted | $ 2.32 | $ 2.05 | $ 4.71 | $ 4.02 |
Weighted average common shares outstanding for basic computation | 38,744 | 38,579 | 38,722 | 38,552 |
Dilutive effect of potential common shares | 558 | 629 | 585 | 610 |
Weighted average common shares outstanding for diluted computation | 39,302 | 39,208 | 39,307 | 39,162 |
Condensed Consolidated Balance Sheets (Unaudited) - USD ($) shares in Thousands, $ in Thousands | Dec. 31, 2023 | Jun. 30, 2023 |
---|---|---|
Current assets | ||
Cash and cash equivalents | $ 412,855 | $ 344,036 |
Accounts receivable, net | 659,196 | 708,395 |
Inventories | 520,155 | 501,184 |
Other current assets | 89,786 | 93,192 |
Total current assets | 1,681,992 | 1,646,807 |
Property, less accumulated depreciation of $238,935 and $229,041 | 113,706 | 115,041 |
Operating lease assets, net | 104,517 | 100,677 |
Identifiable intangibles, net | 227,831 | 235,549 |
Goodwill | 589,356 | 578,418 |
Other assets | 65,363 | 66,840 |
TOTAL ASSETS | 2,782,765 | 2,743,332 |
Current liabilities | ||
Accounts payable | 253,739 | 301,685 |
Current portion of long-term debt | 25,159 | 25,170 |
Compensation and related benefits | 72,929 | 98,740 |
Other current liabilities | 97,299 | 114,749 |
Total current liabilities | 449,126 | 540,344 |
Long-term debt | 571,854 | 596,926 |
Other liabilities | 153,757 | 147,625 |
TOTAL LIABILITIES | 1,174,737 | 1,284,895 |
Shareholders’ equity | ||
Preferred stock—no par value; 2,500 shares authorized; none issued or outstanding | $ 0 | 0 |
Preferred Stock, Shares Authorized | 2,500 | |
Common stock—no par value; 80,000 shares authorized; 54,213 shares issued | $ 10,000 | 10,000 |
Common Stock, Shares Authorized | 80,000 | |
Common Stock, Shares, Issued | 54,213 | |
Additional paid-in capital | $ 188,636 | 188,646 |
Retained earnings | 1,964,090 | 1,792,632 |
Treasury shares—at cost (15,508 and 15,556 shares, respectively) | $ 495,052 | $ 477,545 |
Treasury Stock, Common, Shares | 15,508 | 15,556 |
Accumulated other comprehensive loss | $ (59,646) | $ (55,296) |
TOTAL SHAREHOLDERS’ EQUITY | 1,608,028 | 1,458,437 |
TOTAL LIABILITIES AND SHAREHOLDERS’ EQUITY | $ 2,782,765 | $ 2,743,332 |