Applied Industrial Technologies AIT Business Segments
| Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | ||
|---|---|---|---|---|---|---|
| Disaggregated Revenue by Product Line, Percent by Business | ||||||
| Engineered Solutions Segment | 100%0.0pp | 100%0.0pp | 100%— | —— | 100%0.0pp | |
| Service Center Based Distribution Segment | 100%0.0pp | 100%0.0pp | 100%— | —— | 100%0.0pp | |
| Net Sales by Business | ||||||
| Engineered Solutions | $466.67M+7.7% | $433.14M-0.1% | $433.57M-5.6% | $459.09M+10.0% | $417.22M+14.9% | |
| Service Center | $806.02M+7.7% | $748.32M-4.5% | $783.85M— | —— | $762.46M+5.2% | |
| Total by Business | ||||||
| Engineered Solutions | 100%0.0pp | 100%0.0pp | 100%— | —— | 100%0.0pp | |
| Service Center | 100%0.0pp | 100%0.0pp | 100%— | —— | 100%0.0pp | |
| Assets used in the business by Business | ||||||
| Engineered Solutions | $1.39B+1.1% | $1.38B-1.6% | $1.4B-0.7% | $1.41B-2.7% | $1.45B-0.5% | |
| Service Center | $1.6B-10.5% | $1.78B-0.2% | $1.79B— | —— | $1.67B+4.9% | |
| Operating Income (Loss) by Business | ||||||
| Engineered Solutions | $51.64M+7.8% | $47.88M+4.4% | $45.86M-15.2% | $54.1M+21.5% | $44.52M-8.7% | |
| Service Center | $109.41M+16.1% | $94.27M-9.4% | $104.05M— | —— | $106.39M+15.7% | |
| Cost of Sales by Business | ||||||
| Engineered Solutions | $300.75M+7.5% | $279.86M-0.7% | $281.89M-6.2% | $300.5M+10.0% | $273.08M+16.8% | |
| Service Center | $569.9M+7.6% | $529.83M-4.7% | $556.2M— | —— | $538.38M+5.3% | |
| Selling, distribution and administrative expense, including depreciation by Business | ||||||
| Engineered Solutions | $94.13M+7.0% | $87.96M-1.5% | $89.3M-1.8% | $90.95M+3.9% | $87.55M+31.4% | |
| Service Center | $125.63M+2.0% | $123.22M+0.8% | $122.22M— | —— | $116.83M-3.2% | |
| Goodwill, Acquired During Period by Business | ||||||
| Engineered Solutions | $280K-70.7% | $957K+241% | $281K-91.9% | $3.49M-58.7% | $8.46M-86.8% | |
| Service Center | $3.8M— | —— | $507K— | —— | —— | |
| Depreciation and amortization of property by Business | ||||||
| Engineered Solutions | $1.98M-13.1% | $2.28M+1.5% | $2.25M-0.1% | $2.25M+7.0% | $2.11M+36.5% | |
| Service Center | $4.41M+2.5% | $4.31M+1.7% | $4.24M— | —— | $4.48M+2.1% | |
| Goodwill, Impaired, Accumulated Impairment Loss by Business | ||||||
| Engineered Solutions | $167.61M0.0% | $167.61M0.0% | $167.61M0.0% | $167.61M0.0% | $167.61M0.0% | |
| Service Center | $64.79M0.0% | $64.79M0.0% | $64.79M0.0% | $64.79M0.0% | $64.79M0.0% | |
| CapEx by Business | ||||||
| Engineered Solutions | $463K-75.5% | $1.89M+93.8% | $973K-53.5% | $2.09M+137% | $882K+59.5% | |
| Service Center | $4.27M-2.7% | $4.39M-30.6% | $6.33M— | —— | $6.67M+43.6% | |
| Amortization of intangibles by Business | ||||||
| Engineered Solutions | $9.1M-3.3% | $9.41M-0.6% | $9.47M+0.3% | $9.45M+0.1% | $9.44M+39.7% | |
| Service Center | $782K+9.7% | $713K-2.3% | $730K— | —— | $779K-4.1% | |
| Goodwill by Business | ||||||
| Engineered Solutions | $479.19M+0.1% | $478.91M+0.2% | $477.95M+0.1% | $477.67M+0.7% | $474.18M+1.8% | |
| Service Center | $225.81M+1.5% | $222.52M+0.3% | $221.91M+0.1% | $221.71M+0.8% | $220.01M-0.2% | |
| Goodwill, Foreign Currency Translation and Measurement Period Adjustments by Business | ||||||
| Engineered Solutions | $0— | $0— | $0— | $0— | $0— | |
| Service Center | -$504K-184% | $603K+301% | -$300K— | —— | —— | |
| Total by Product | ||||||
| Bearings, Linear & Seals | 17.3%+0.7pp | 16.6%-0.4pp | 17%— | —— | 17.1%-0.1pp | |
| Fluid Power | 23%+1.2pp | 21.8%-0.6pp | 22.4%— | —— | 22.3%+2.3pp | |
| General MRO & Other | 23.3%-0.5pp | 23.8%+0.6pp | 23.2%— | —— | 23.1%+1.0pp | |
| Power Transmission | 26.8%-0.7pp | 27.5%0.0pp | 27.5%— | —— | 27.2%-2.0pp | |
| Specialty Flow Control | 9.6%-0.7pp | 10.3%+0.4pp | 9.9%— | —— | 10.3%-1.2pp | |
| Net Sales by Geography | ||||||
| Canada | $70.78M-5.0% | $74.53M-1.0% | $75.32M-0.7% | $75.85M+6.0% | $71.56M-8.0% | |
| Other countries | $73.55M+14.1% | $64.45M-4.8% | $67.72M+1.1% | $66.99M+6.5% | $62.91M-4.2% | |
| United States | $1.11B+8.1% | $1.02B-3.1% | $1.06B-2.3% | $1.08B+4.8% | $1.03B+11.1% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Applied Industrial Technologies break its business down?
- Applied Industrial Technologies (AIT) reports disaggregated revenue by product line, percent by business across 3 parts — Engineered Solutions Segment, Service Center Based Distribution Segment and Service Center Segment. Each is extracted from the segment footnotes and tracked over time.
- Where does Applied Industrial Technologies's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Applied Industrial Technologies's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
