Applied Industrial Technologies

NYSE:AIT USA Industrial Distribution
Market Cap
$9.75 Billion
Market Cap Rank
#1727 Global
#1272 in USA
Share Price
$261.37
Change (1 day)
+1.77%
52-Week Range
$206.03 - $291.74
All Time High
$291.74
About

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 and Engineered Solutions. The Service Center segment distributes industrial bearings, power transmission, fluid power components and systems, spe… Read more

Applied Industrial Technologies (AIT) - Net Assets

Latest net assets as of December 2025: $1.87 Billion USD

Based on the latest financial reports, Applied Industrial Technologies (AIT) has net assets worth $1.87 Billion USD as of December 2025.

Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets ($3.16 Billion) and total liabilities ($1.28 Billion). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off.

Key Net Assets Metrics

Metric Value
Current Net Assets $1.87 Billion
% of Total Assets 59.33%
Annual Growth Rate 6.96%
5-Year Change 97.79%
10-Year Change 180.36%
Growth Volatility 9.77

Applied Industrial Technologies - Net Assets Trend (1986–2025)

This chart illustrates how Applied Industrial Technologies's net assets have evolved over time, based on quarterly financial data. Explore and compare other companies by net assets.

Annual Net Assets for Applied Industrial Technologies (1986–2025)

The table below shows the annual net assets of Applied Industrial Technologies from 1986 to 2025.

Year Net Assets Change
2025-06-30 $1.84 Billion +9.22%
2024-06-30 $1.69 Billion +15.79%
2023-06-30 $1.46 Billion +26.89%
2022-06-30 $1.15 Billion +23.25%
2021-06-30 $932.55 Million +10.55%
2020-06-30 $843.54 Million -5.96%
2019-06-30 $897.03 Million +10.07%
2018-06-30 $814.96 Million +9.35%
2017-06-30 $745.26 Million +13.28%
2016-06-30 $657.92 Million -11.25%
2015-06-30 $741.33 Million -7.37%
2014-06-30 $800.31 Million +5.36%
2013-06-30 $759.62 Million +13.02%
2012-06-30 $672.13 Million +6.09%
2011-06-30 $633.56 Million +14.15%
2010-06-30 $555.04 Million +9.24%
2009-06-30 $508.10 Million +1.20%
2008-06-30 $502.07 Million +11.33%
2007-06-30 $450.98 Million +8.72%
2006-06-30 $414.82 Million +5.48%
2005-06-30 $393.29 Million +15.83%
2004-06-30 $339.54 Million +10.29%
2003-06-30 $307.86 Million +3.26%
2002-06-30 $298.15 Million -4.29%
2001-06-30 $311.52 Million +4.07%
2000-06-30 $299.33 Million +1.95%
1999-06-30 $293.60 Million -0.31%
1998-06-30 $294.50 Million +41.86%
1997-06-30 $207.60 Million +9.67%
1996-06-30 $189.30 Million +14.45%
1995-06-30 $165.40 Million +9.90%
1994-06-30 $150.50 Million +11.56%
1993-06-30 $134.90 Million +4.74%
1992-06-30 $128.80 Million -4.02%
1991-06-30 $134.20 Million -0.81%
1990-06-30 $135.30 Million +0.37%
1989-06-30 $134.80 Million +4.58%
1988-06-30 $128.90 Million +2.79%
1987-06-30 $125.40 Million -6.35%
1986-06-30 $133.90 Million --

Equity Component Analysis

This analysis shows how different components contribute to Applied Industrial Technologies's total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.

Equity Composition Insights

  • Retained earnings have grown by 1888.6% over the analyzed period, indicating profitable operations and earnings retention.

Current Equity Component Breakdown (June 2025)

Component Amount Percentage
Retained Earnings $2.45 Billion 132.71%
Common Stock $10.00 Million 0.54%
Other Comprehensive Income $-91.69 Million -4.97%
Total Equity $1.84 Billion 100.00%

Applied Industrial Technologies Competitors by Market Cap

The table below lists competitors of Applied Industrial Technologies ranked by their market capitalization.

Equity Growth Attribution

This analysis shows how different factors contributed to changes in Applied Industrial Technologies's equity between the two most recent reporting periods.

Equity Growth Insights

  • From 2024 to 2025, total equity changed from 1,688,781,000 to 1,844,520,000, a change of 155,739,000 (9.2%).
  • Net income of 392,988,000 contributed positively to equity growth.
  • Dividend payments of 63,702,000 reduced retained earnings.
  • Share repurchases of 152,837,000 reduced equity.
  • Other comprehensive income decreased equity by 14,120,000.

Equity Change Factors (2024 to 2025)

Factor Impact Contribution
Net Income $392.99 Million +21.31%
Dividends Paid $63.70 Million -3.45%
Share Repurchases $152.84 Million -8.29%
Other Comprehensive Income $-14.12 Million -0.77%
Other Changes $-6.59 Million -0.36%
Total Change $- 9.22%

Book Value vs Market Value Analysis

This analysis compares Applied Industrial Technologies's book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.

Valuation Insights

  • Current price-to-book ratio: 5.50x
  • The company is trading at a significant premium to its book value, suggesting the market values its earnings potential, brand, or other intangibles highly.
  • The price-to-book ratio has decreased from 88.98x to 5.50x over the analyzed period, indicating reduced market premium.

Historical Price-to-Book Ratios

Date Book Value per Share Market Price P/B Ratio
1986-06-30 $2.94 $261.37 x
1987-06-30 $2.98 $261.37 x
1988-06-30 $3.30 $261.37 x
1989-06-30 $3.61 $261.37 x
1990-06-30 $3.76 $261.37 x
1991-06-30 $3.76 $261.37 x
1992-06-30 $3.59 $261.37 x
1993-06-30 $3.65 $261.37 x
1994-06-30 $3.95 $261.37 x
1995-06-30 $4.25 $261.37 x
1996-06-30 $4.57 $261.37 x
1997-06-30 $4.97 $261.37 x
1998-06-30 $6.00 $261.37 x
1999-06-30 $6.09 $261.37 x
2000-06-30 $6.43 $261.37 x
2001-06-30 $6.96 $261.37 x
2002-06-30 $6.49 $261.37 x
2003-06-30 $7.11 $261.37 x
2004-06-30 $7.71 $261.37 x
2005-06-30 $8.56 $261.37 x
2006-06-30 $9.01 $261.37 x
2007-06-30 $10.12 $261.37 x
2008-06-30 $11.53 $261.37 x
2009-06-30 $11.87 $261.37 x
2010-06-30 $12.93 $261.37 x
2011-06-30 $14.65 $261.37 x
2012-06-30 $15.70 $261.37 x
2013-06-30 $17.86 $261.37 x
2014-06-30 $18.91 $261.37 x
2015-06-30 $18.00 $261.37 x
2016-06-30 $16.67 $261.37 x
2017-06-30 $18.91 $261.37 x
2018-06-30 $20.75 $261.37 x
2019-06-30 $22.91 $261.37 x
2020-06-30 $21.63 $261.37 x
2021-06-30 $23.73 $261.37 x
2022-06-30 $29.39 $261.37 x
2023-06-30 $37.19 $261.37 x
2024-06-30 $43.02 $261.37 x
2025-06-30 $47.52 $261.37 x

Capital Efficiency Dashboard

This dashboard shows how efficiently Applied Industrial Technologies utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.

Capital Efficiency Insights

  • Current Return on Equity (ROE): 21.31%
  • The company demonstrates strong efficiency in generating profits from shareholder equity.
  • DuPont Analysis Breakdown:
  • • Net Profit Margin: 8.61%
  • • Asset Turnover: 1.44x
  • • Equity Multiplier: 1.72x
  • Recent ROE (21.31%) is above the historical average (11.93%), indicating improving capital efficiency.

Historical Capital Efficiency Metrics

Year Return on Equity Net Profit Margin Asset Turnover Equity Multiplier Economic Value Added
1986 1.64% 0.45% 2.11x 1.73x $-11.19 Million
1987 4.94% 1.26% 2.20x 1.78x $-6.34 Million
1988 11.56% 2.74% 2.43x 1.73x $2.01 Million
1989 13.58% 2.90% 2.51x 1.86x $4.82 Million
1990 9.02% 1.87% 1.71x 2.81x $-1.33 Million
1991 3.20% 0.53% 2.48x 2.44x $-9.12 Million
1992 -1.32% -0.21% 2.47x 2.57x $-14.58 Million
1993 6.60% 1.07% 2.63x 2.34x $-4.59 Million
1994 8.44% 1.36% 2.73x 2.28x $-2.35 Million
1995 10.22% 1.60% 2.94x 2.17x $360.00K
1996 12.31% 2.04% 2.83x 2.13x $4.37 Million
1997 13.05% 2.34% 2.94x 1.90x $6.34 Million
1998 10.22% 2.02% 2.46x 2.06x $650.00K
1999 6.78% 1.28% 2.71x 1.96x $-9.46 Million
2000 10.37% 1.94% 2.69x 1.99x $1.11 Million
2001 9.00% 1.73% 2.81x 1.86x $-3.10 Million
2002 0.89% 0.18% 2.71x 1.79x $-27.16 Million
2003 6.44% 1.35% 2.65x 1.80x $-10.95 Million
2004 9.27% 2.07% 2.54x 1.76x $-2.48 Million
2005 14.07% 3.22% 2.49x 1.75x $16.01 Million
2006 17.43% 3.80% 2.60x 1.76x $30.82 Million
2007 19.07% 4.27% 2.59x 1.72x $40.92 Million
2008 19.01% 4.57% 2.62x 1.59x $45.25 Million
2009 8.32% 2.20% 2.38x 1.59x $-8.55 Million
2010 11.87% 3.48% 2.12x 1.61x $10.40 Million
2011 15.27% 4.37% 2.42x 1.44x $33.40 Million
2012 16.18% 4.58% 2.47x 1.43x $41.57 Million
2013 15.55% 4.80% 2.33x 1.39x $42.19 Million
2014 14.10% 4.59% 1.84x 1.67x $32.79 Million
2015 15.58% 4.20% 1.92x 1.94x $41.35 Million
2016 4.50% 1.17% 1.92x 1.99x $-36.21 Million
2017 17.97% 5.16% 1.87x 1.86x $59.38 Million
2018 17.38% 4.61% 1.34x 2.80x $60.13 Million
2019 16.05% 4.15% 1.49x 2.60x $54.29 Million
2020 2.85% 0.74% 1.42x 2.71x $-60.31 Million
2021 15.52% 4.47% 1.42x 2.44x $51.50 Million
2022 22.40% 6.76% 1.55x 2.13x $142.48 Million
2023 23.77% 7.86% 1.61x 1.88x $200.90 Million
2024 22.84% 8.61% 1.52x 1.75x $216.88 Million
2025 21.31% 8.61% 1.44x 1.72x $208.54 Million

Industry Comparison

This section compares Applied Industrial Technologies's net assets metrics with peer companies in the Industrial Distribution industry.

Industry Context

  • Industry: Industrial Distribution
  • Average net assets among peers: $914,467,111
  • Average return on equity (ROE) among peers: 7.72%

Peer Company Comparison

Company Net Assets Return on Equity Debt-to-Equity Market Cap
Applied Industrial Technologies (AIT) $1.87 Billion 1.64% 0.69x $9.65 Billion
Addtech AB (publ.) (ADDHY) $3.08 Billion 28.02% 1.77x $4.34 Billion
Andritz AG (ADRZF) $1.33 Billion 19.84% 3.73x $4.12 Billion
Beacon Roofing Supply Inc (BECN) $26.57 Million -1.42% 8.92x $7.71 Billion
BlueLinx Holdings Inc (BXC) $141.49 Million 18.31% 7.04x $335.15 Million
CD International Enterprises Inc (CDIIQ) $64.33 Million 0.00% 0.25x $7.73K
Core & Main Inc (CNM) $801.00 Million 4.62% 3.90x $9.10 Billion
Doman Building Materials Group Ltd (CWXZF) $497.71 Million 21.40% 2.09x $403.14 Million
Now Inc (DNOW) $1.40 Billion -35.78% 0.31x $1.15 Billion
Diploma PLC (DPMAY) $894.70 Million 14.45% 0.98x $10.23 Billion