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%0.0pp | —— | 100%0.0pp | |
| Service Center Based Distribution Segment | 100%0.0pp | 100%0.0pp | 100%0.0pp | —— | 100%0.0pp | |
| Net Sales by Business | ||||||
| Engineered Solutions | $466.67M+11.9% | $433.14M+19.3% | $433.57M+19.8% | $459.09M+9.6% | $417.22M+16.9% | |
| Service Center | $806.02M+5.7% | $748.32M+3.3% | $783.85M+4.5% | —— | $762.46M-3.4% | |
| Total by Business | ||||||
| Engineered Solutions | 100%0.0pp | 100%0.0pp | 100%0.0pp | —— | 100%0.0pp | |
| Service Center | 100%0.0pp | 100%0.0pp | 100%0.0pp | —— | 100%0.0pp | |
| Assets used in the business by Business | ||||||
| Engineered Solutions | $1.39B-3.9% | $1.38B-5.4% | $1.4B+26.3% | $1.41B+29.7% | $1.45B+41.8% | |
| Service Center | $1.6B-4.3% | $1.78B+12.2% | $1.79B-5.8% | —— | $1.67B-9.1% | |
| Operating Income (Loss) by Business | ||||||
| Engineered Solutions | $51.64M+16.0% | $47.88M-1.8% | $45.86M+10.9% | $54.1M+75.4% | $44.52M-10.1% | |
| Service Center | $109.41M+2.8% | $94.27M+2.5% | $104.05M+10.9% | —— | $106.39M+5.9% | |
| Cost of Sales by Business | ||||||
| Engineered Solutions | $300.75M+10.1% | $279.86M+19.7% | $281.89M+18.5% | $300.5M+24.0% | $273.08M+12.6% | |
| Service Center | $569.9M+5.9% | $529.83M+3.6% | $556.2M+3.8% | —— | $538.38M— | |
| Selling, distribution and administrative expense, including depreciation by Business | ||||||
| Engineered Solutions | $94.13M+7.5% | $87.96M+32.0% | $89.3M+27.4% | $90.95M+33.7% | $87.55M+28.7% | |
| Service Center | $125.63M+7.5% | $123.22M+2.1% | $122.22M+2.0% | —— | $116.83M— | |
| Goodwill, Acquired During Period by Business | ||||||
| Engineered Solutions | $280K-96.7% | $957K-98.5% | $281K-86.4% | $3.49M-88.9% | $8.46M— | |
| Service Center | $3.8M— | —— | $507K-82.1% | —— | —— | |
| Depreciation and amortization of property by Business | ||||||
| Engineered Solutions | $1.98M-5.8% | $2.28M+48.0% | $2.25M+49.6% | $2.25M+62.6% | $2.11M+53.6% | |
| Service Center | $4.41M-1.5% | $4.31M-1.8% | $4.24M-4.2% | —— | $4.48M+1.0% | |
| 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-47.5% | $1.89M+241% | $973K-12.7% | $2.09M+20.8% | $882K-73.0% | |
| Service Center | $4.27M-35.9% | $4.39M-5.4% | $6.33M+42.7% | —— | $6.67M+57.6% | |
| Amortization of intangibles by Business | ||||||
| Engineered Solutions | $9.1M-3.6% | $9.41M+39.3% | $9.47M+39.3% | $9.45M+44.2% | $9.44M+53.9% | |
| Service Center | $782K+0.4% | $713K-12.2% | $730K-9.0% | —— | $779K-4.5% | |
| Goodwill by Business | ||||||
| Engineered Solutions | $479.19M+1.1% | $478.91M+2.8% | $477.95M+18.9% | $477.67M+19.5% | $474.18M+28.7% | |
| Service Center | $225.81M+2.6% | $222.52M+0.9% | $221.91M-0.2% | $221.71M+1.0% | $220.01M-0.1% | |
| Goodwill, Foreign Currency Translation and Measurement Period Adjustments by Business | ||||||
| Engineered Solutions | $0— | $0— | $0— | $0— | $0— | |
| Service Center | -$504K— | $603K+132% | -$300K-323% | —— | —— | |
| Total by Product | ||||||
| Bearings, Linear & Seals | 17.3%+0.2pp | 16.6%-0.6pp | 17%-1.2pp | —— | 17.1%— | |
| Fluid Power | 23%+0.7pp | 21.8%+1.8pp | 22.4%+2.4pp | —— | 22.3%— | |
| General MRO & Other | 23.3%+0.2pp | 23.8%+1.7pp | 23.2%+2.4pp | —— | 23.1%— | |
| Power Transmission | 26.8%-0.4pp | 27.5%-1.7pp | 27.5%-2.2pp | —— | 27.2%— | |
| Specialty Flow Control | 9.6%-0.7pp | 10.3%-1.2pp | 9.9%-1.4pp | —— | 10.3%— | |
| Net Sales by Geography | ||||||
| Canada | $70.78M-1.1% | $74.53M-4.2% | $75.32M+5.4% | $75.85M-10.1% | $71.56M-2.5% | |
| Other countries | $73.55M+16.9% | $64.45M-1.9% | $67.72M-3.6% | $66.99M+2.6% | $62.91M+12.7% | |
| United States | $1.11B+7.2% | $1.02B+10.2% | $1.06B+10.4% | $1.08B+7.0% | $1.03B+1.5% |
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.
