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APPLIED INDUSTRIAL TECHNOLOGIES INC

CIK: 109563 SIC: 5080
$4.75B
Revenue
$403.79M
Net Income
30.39%
Gross Margin
10.87%
Op. Margin
$782.61M
Free Cash Flow
Financial Statements Annual (10-K)
Showing 10 of 14 annual reports available (2011 - 2025)
Breakdown TTM
(Dec 31, 2025)
FY 2025
(Jun 30, 2025)
FY 2023
(Jun 30, 2023)
FY 2022
(Jun 30, 2022)
FY 2021
(Jun 30, 2021)
FY 2020
(Jun 30, 2020)
FY 2019
(Jun 30, 2019)
FY 2018
(Jun 30, 2018)
FY 2017
(Jun 30, 2017)
FY 2016
(Jun 30, 2016)
FY 2015
(Jun 30, 2015)
+ Total Revenue $4.75B $4.56B $4.41B $3.81B $3.24B $3.25B $3.47B $3.07B $2.59B $2.52B $2.75B
Revenue Growth % 4.2% 3.4% 15.8% 17.8% -0.3% -6.5% 13.0% 18.5% 2.9% -8.4% nan%
Cost of Revenue $3.31B $3.18B $3.13B $2.70B $2.30B $2.31B $2.47B $2.19B $1.86B $1.81B $1.98B
+ Gross Profit $1.44B $1.38B $1.29B $1.11B $935.52M $937.74M $1.01B $884.00M $737.70M $707.42M $769.81M
Gross Margin % 30.4% 30.3% 29.2% 29.0% 28.9% 28.9% 29.0% 28.8% 28.4% 28.1% 28.0%
Selling General & Admin $928.06M $884.63M $813.81M $749.06M $680.54M $717.75M $742.24M $658.17M $563.11M $553.83M $585.20M
+ Operating Income $516.73M $498.53M $473.15M $357.86M $205.45M $88.99M $233.79M $225.83M $174.59M $88.80M $184.62M
Operating Margin % 10.9% 10.9% 10.7% 9.4% 6.3% 2.7% 6.7% 7.3% 6.7% 3.5% 6.7%
Interest Expense - $18.21M $24.79M $26.79M $30.81M $37.26M $40.79M $24.14M $8.83M $9.00M $8.12M
Other Income/Expense $1.07M $3.05M $-1.70M $-1.80M $2.20M $2.78M $881.00K $2.38M $917.00K $-1.06M $-879.00K
Income Before Tax $513.68M $500.97M $449.81M $329.79M $177.06M $55.24M $194.48M $204.72M $166.97M $78.98M $175.87M
Income Tax Expense $109.89M $107.98M $103.07M $72.38M $32.30M $31.19M $50.49M $63.09M $33.06M $49.40M $60.39M
+ Net Income $403.79M $392.99M $346.74M $257.41M $144.76M $24.04M $143.99M $141.62M $133.91M $29.58M $115.48M
Net Margin % 8.5% 8.6% 7.9% 6.8% 4.5% 0.7% 4.1% 4.6% 5.2% 1.2% 4.2%
Basic EPS 10.64 10.26 8.98 6.69 3.73 0.62 3.72 3.65 3.43 0.75 2.82
Diluted EPS 10.50 10.12 8.84 6.58 3.68 0.62 3.68 3.61 3.40 0.75 2.80
Breakdown FY 2025
(Jun 30, 2025)
FY 2023
(Jun 30, 2023)
FY 2022
(Jun 30, 2022)
FY 2021
(Jun 30, 2021)
FY 2020
(Jun 30, 2020)
FY 2019
(Jun 30, 2019)
FY 2018
(Jun 30, 2018)
FY 2017
(Jun 30, 2017)
FY 2016
(Jun 30, 2016)
FY 2015
(Jun 30, 2015)
Cash & Cash Equivalents - - - $257.75M $268.55M $108.22M $54.15M $105.06M $59.86M $69.47M
Accounts Receivable $769.70M $708.39M $656.43M $516.32M $450.00M $540.90M $548.81M $390.93M $347.86M $376.31M
Inventory $505.34M $501.18M $449.82M $362.55M $389.15M $447.56M $422.07M $345.14M $338.22M $362.42M
Other Current Assets $84.02M $93.19M $68.81M $59.96M $52.07M $51.46M $32.99M $41.41M $35.69M $51.11M
Total Current Assets $1.75B $1.65B $1.36B $1.20B $1.16B $1.15B $1.06B $882.54M $781.63M $859.30M
Property Plant & Equipment $128.15M $115.04M $111.90M $115.59M $121.90M $124.30M $121.34M $108.07M $107.77M $104.45M
Goodwill $699.37M $578.42M $563.21M $560.08M $540.59M $661.99M $646.64M $206.13M $202.70M $254.41M
Intangible Assets $348.60M $235.55M $250.59M $279.63M $343.21M $368.87M $435.95M $163.56M $191.24M $198.83M
Other Non-current Assets $63.29M $66.84M $59.32M $32.83M $27.44M $28.40M $23.79M $18.30M $16.92M $17.89M
Total Assets $3.18B $2.74B $2.45B $2.27B $2.28B $2.33B $2.29B $1.39B $1.31B $1.43B
Accounts Payable $280.12M $301.69M $259.46M $208.16M $186.27M $237.29M $256.89M $180.61M $148.54M $179.82M
Other Current Liabilities $146.40M $114.75M $108.82M $98.36M $99.28M $69.49M $83.11M $65.54M $65.31M $63.12M
Total Current Liabilities $526.15M $540.34M $499.63M $427.70M $426.08M $423.79M $432.55M $309.75M $274.39M $310.07M
Long-term Debt $572.30M $596.93M $649.15M $784.86M $855.14M $908.85M $944.52M $286.77M $324.98M $317.65M
Other Non-current Liabilities $232.57M $147.62M $154.46M $126.71M $158.78M $102.02M $81.72M $29.10M $33.92M $46.30M
Total Liabilities $1.33B $1.28B $1.30B $1.34B $1.44B $1.43B $1.47B $642.34M $654.61M $693.64M
Common Stock $10.00M $10.00M $10.00M $10.00M $10.00M $10.00M $10.00M $10.00M $10.00M $10.00M
Retained Earnings $2.45B $1.79B $1.50B $1.29B $1.20B $1.23B $1.13B $1.03B $944.82M $969.55M
Treasury Stock $720.70M $477.55M $471.85M $455.79M $414.09M $415.16M $403.88M $381.45M $373.89M $338.12M
Total Stockholders Equity $1.84B $1.46B $1.15B $932.55M $843.54M $897.03M $814.96M $745.26M $657.92M $741.33M
Total Liabilities & Equity $3.18B $2.74B $2.45B $2.27B $2.28B $2.33B $2.29B $1.39B $1.31B $1.43B
Breakdown TTM
(Dec 31, 2025)
FY 2025
(Jun 30, 2025)
FY 2023
(Jun 30, 2023)
FY 2022
(Jun 30, 2022)
FY 2021
(Jun 30, 2021)
FY 2020
(Jun 30, 2020)
FY 2019
(Jun 30, 2019)
FY 2018
(Jun 30, 2018)
FY 2017
(Jun 30, 2017)
FY 2016
(Jun 30, 2016)
FY 2015
(Jun 30, 2015)
Net Income $504.60M $392.99M $346.74M $257.41M $144.76M $24.04M $143.99M $141.62M $133.91M $29.58M $115.48M
Stock-based Compensation - - - - - $4.00M $4.47M $4.67M $3.63M $2.52M -
Deferred Income Tax - $-6.36M $-5.72M $15.18M $-31.08M $-13.29M $2.37M $1.61M $-2.85M $-6.58M $-4.96M
Change in Receivables - $4.92M $51.06M $145.52M $59.12M $-74.44M $-8.46M $83.10M $42.27M $-26.41M $-13.13M
Change in Inventory - $-29.18M $42.98M $92.42M $-41.32M $-57.03M $16.59M $33.44M $3.62M $-25.08M $15.70M
Change in Payables - $2.17M $37.68M $53.60M $10.92M $-53.86M $-29.79M $50.34M $32.08M $-28.64M $1.04M
Operating Cash Flow $830.68M $492.38M $343.97M $187.57M $241.70M $296.71M $180.60M $147.30M $164.62M $160.99M $154.54M
Capital Expenditure $48.07M $27.19M $26.48M $18.12M $15.85M $20.11M $18.97M $23.23M $17.05M $13.13M $14.93M
Acquisitions $298.11M $293.41M $35.78M $6.96M $30.23M $37.24M $37.53M $775.65M $2.77M $62.50M $160.62M
Investing Cash Flow $-343.66M $-318.75M $-60.83M $-35.66M $-44.93M $-55.40M $-55.10M $-797.91M $-16.89M $-75.03M $-173.62M
Stock Repurchased $349.41M $152.84M $716.00K $13.78M $40.09M - $11.16M $22.78M $8.24M $37.47M $76.52M
Dividends Paid $115.81M $63.70M $53.45M $51.80M $50.66M $48.87M $47.27M $45.86M $44.62M $43.33M $42.66M
Financing Cash Flow $-511.23M $-245.61M $-126.89M $-223.03M $-213.04M $-78.24M $-71.54M $600.28M $-103.35M $-91.98M $24.69M
Net Change in Cash $-24.33M $-72.20M $159.56M $-73.27M $-10.81M $160.33M $54.07M $-50.91M $45.20M $-9.61M $-1.72M
SEC Filing Format - Data shown as it appears in the Q2 2026 (10-Q) filing Period ended: Dec 31, 2025
Condensed Consolidated Statements of Operations
Description Dec 31, 2025 Dec 31, 2025
Current Prior Year Current YTD Prior Year YTD
Total Revenue $1.16B - $2.36B -
Cost of Revenue $809.69M - $1.65B -
Gross Profit $353.33M - $714.76M -
Selling General & Admin $230.12M - $462.52M -
Operating Income $123.21M - $252.24M -
Other Income/Expense $505.00K - $1.05M -
Income Before Tax $122.77M - $251.36M -
Income Tax Expense $27.42M - $55.20M -
Net Income $95.35M - $196.16M -
Basic EPS 2.54 - 5.21 -
Diluted EPS 2.51 - 5.14 -
Basic Shares Outstanding $37.59M - $37.68M -
Diluted Shares Outstanding $38.05M - $38.16M -
Condensed Consolidated Balance Sheets
Description Dec 31, 2025 Jun 30, 2025
Accounts Receivable $706.90M $769.70M
Inventory $529.00M $505.34M
Other Current Assets $106.57M $84.02M
Total Current Assets $1.75B $1.75B
Property Plant & Equipment $129.53M $128.15M
Goodwill $701.42M $699.37M
Intangible Assets $328.79M $348.60M
Other Non-current Assets $69.29M $63.29M
Total Assets $3.16B $3.18B
Accounts Payable $258.24M $280.12M
Other Current Liabilities $132.85M $146.40M
Total Current Liabilities $475.48M $526.15M
Long-term Debt $572.30M $572.30M
Other Non-current Liabilities $237.13M $232.57M
Total Liabilities $1.28B $1.33B
Common Stock $10.00M $10.00M
Retained Earnings $2.63B $2.45B
Treasury Stock $870.26M $720.70M
Total Stockholders Equity $1.87B $1.84B
Total Liabilities & Equity $3.16B $3.18B
Condensed Consolidated Statements of Cash Flows
Description Dec 31, 2025 Dec 31, 2025
Current Prior Year Current YTD Prior Year YTD
Net Income $95.35M - $196.16M -
Change in Working Capital - - $26.23M -
Operating Cash Flow - - $218.98M -
Capital Expenditure $6.28M - $13.58M -
Acquisitions - - $2.42M -
Investing Cash Flow - - $-15.36M -
Stock Repurchased - - $143.40M -
Dividends Paid - - $34.72M -
Financing Cash Flow - - $-187.05M -
Net Change in Cash - - $17.57M -

All values are in USD (United States Dollars). Data is sourced from SEC EDGAR 10-K filings.

Annual data represents full fiscal year results. FY = Fiscal Year ending.

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