Applied Industrial Technologies Inc. (AIT) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$302.43 +1.11% NYSE • Public Delayed / 60s Snapshot

Applied Industrial Technologies Inc. (AIT) earns a Roarable Rating of B- (Buy) with 70/100 RQD Confidence. High-quality cash engine (30% profit margin, 19% return on capital) with steady institutional support. Even if the broader market gets choppy, the company’s underlying cash engine and big-money support put the odds in buyers’ favor.

ROARABLE B- • BUY Cap $11.04B
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
RQD QUANT TACHOMETERBUY • B-
025507510070
2-of-3 JEV AI Jury Bullish
Cash
SEC
Whale
5-PILLAR SNOWFLAKE RADARRw C+ · Rk B
Cash (18)Whales (10)SEC (16)Macro (14)CEO (12)
Each axis scored 0–20
12M PRICE TARGET CONE+5.4% Base Target
$394 Bull$319 Base$248 Bear
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WHALE OPTIONS TUG-OF-WAR:55% Call Buyers ($2.5M)
45% PutsMax Pain: $296.00
VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • FY 2025 (10-K)

How AIT Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$287.0M (6.3% FCF Margin)
Revenue$4.56BGross Profit $1.38B (30.3%)Cost of Sales $3.18BOp Profit $498.5M (10.9%)OpEx (R&D/SG&A) $884.6MNet Profit$393.0K (0%)Tax/Other $498.1M

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

■ Revenue■ Net Profit■ Free Cash Flow
FY23
Rev $4.41B
FY24
Rev $4.48B
FY25
Rev $4.56B
Fiscal YearRevenueGross MarginOp MarginNet ProfitFree Cash FlowROIC %
FY 2025$4.56B30.3%10.9%$393.0K$287.0M18.8%
FY 2024$4.48B29.8%11.1%$385.8K$169.8M19.3%
FY 2023$4.41B44%10.7%$346.7K$145.4M10.2%
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Red-Light Warning Desk: How Pros Profit When Overhyped Stocks Crack (Featuring AIT)

  • ✓Live walkthrough of AIT's RQD Radar, SEC cash-conversion gap & downside levels
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RQD INSIDER CLUB UPGRADE$49/YEAR
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AIT // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -3.80%🛡️ HOLDING TREND SUPPORT
2026-10-30O $301.1H $303.5L $292.7C $294.1VOL 317.9K
RES: $353.8SUP: $288.3SMA50: $327.3SMA200: $309.5
$382.4$351.0$319.6$288.2$256.9RES $353.8SUP $288.3$294.12026-04-302026-06-152026-07-312026-09-162026-10-30
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

AIT Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
48.0%/yr Implied 5Y Growth

vs. +1.9% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on AIT today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for AIT. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for AIT today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

AIT Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

How profitable is Applied Industrial Technologies Inc. (AIT)?

In FY 2025 (10-K), AIT converted $4.6B of revenue into a 30.3% gross margin, 10.9% operating margin, and $287.0M in free cash flow (6.3% FCF margin).