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Applied Industrial Technologies AIT United States — Net Sales

Other geography segments

Canada
$71.56M

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Other financials

Income statement

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Revenue$1.3B+7.3%
Gross profit$380.8M+7.2%
Operating income$137.9M+6.6%
Net income$99.8M0.0%
EPS (diluted)$2.65+3.1%

Balance sheet

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Cash & equivalents$171.6M-51.4%
Total debt$365.3M-36.2%
Total equity$1.9B+1.8%
Total assets$3.0B-4.1%

Cash flow

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Operating cash flow$100.1M-18.2%
CapEx$4.7M-37.3%
Free cash flow$95.4M-17.0%

Valuation

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Market cap$13.19B+31.2%
Enterprise value$13.38B+28.2%
P/E32.7×+7.1×
P/S2.7×+0.5×

Profitability

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Gross margin30.4%+0.1pp
Operating margin10.9%-0.3pp
Net margin8.3%-0.3pp
FCF margin9.1%-0.7pp

Returns & leverage

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Return on equity21.9%-0.3pp
Debt / equity0.2×-0.1×
Current ratio2.9×-0.6×

Where this comes from

Reported directly by Applied Industrial Technologies in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: Applied Industrial Technologies’s 10-Q, filed April 28, 2026.

Filed
Apr 28, 2026, 4:04 PM EDT
Fiscal quarter
Q3 FY2026
Calendar quarter
Q1 2026
Accession
0000109563-26-000021
Line itemThree Months Ended March 31, 2026 / Service CenterThree Months Ended March 31, 2026 / Engineered SolutionsThree Months Ended March 31, 2026 / TotalThree Months Ended March 31, 2025 / Service CenterThree Months Ended March 31, 2025 / Engineered SolutionsThree Months Ended March 31, 2025 / Total
Geographic Areas:
United States$682,464$424,658$1,107,122$643,479$388,804$1,032,283
Canada70,78370,78371,55571,555
Other countries51,69021,85873,54846,56816,34362,911
Total$804,937$446,516$1,251,453$761,602$405,147$1,166,749

Item 1. Financial Statements

FAQ

What is Applied Industrial Technologies's united states — net sales?
Applied Industrial Technologies (AIT) reported united states — net sales of $1.11B in Q1 2026.
How has Applied Industrial Technologies's united states — net sales changed year-over-year?
Applied Industrial Technologies's united states — net sales increased by 7.2% year-over-year, from $1.03B to $1.11B.
What is the long-term trend for Applied Industrial Technologies's united states — net sales?
Over 3 years (2022 to 2025), Applied Industrial Technologies's united states — net sales has grown at a 6.6% compound annual growth rate (CAGR), from $3.3B to $4B.
What does united states — net sales mean?
This metric represents the total revenue generated from the sale of industrial products and engineering services within the United States market. It reflects the company's primary geographic revenue stream, capturing demand from maintenance, repair, and operations (MRO) customers as well as original equipment manufacturers (OEMs) operating domestically. This figure is a key indicator of the company's market penetration and economic health within its largest regional operating segment.

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