AITMEDIUM SIGNALOPERATIONAL10-K

AIT expanded its operational footprint with 300 additional associates and 10 new facilities while adding OEM and new system install applications to its service offerings.

The company is investing in growth infrastructure through expanded workforce and facilities, signaling confidence in market opportunities. The addition of new system install applications alongside traditional MRO and OEM services suggests AIT is broadening its value proposition to capture more comprehensive customer relationships across the industrial equipment lifecycle.

Comparing 2025-08-15 vs 2024-08-16View on EDGAR →
FINANCIAL ANALYSIS

AIT's financial performance presents a mixed picture with revenue declining modestly by 10.8% to $21.5M, while operating cash flow grew substantially to $492.4M from $371.4M. The strong cash generation despite lower revenue suggests improved working capital management or collection efficiency. The combination of revenue pressure with robust cash flow indicates the company maintained disciplined operations while potentially cycling through a softer demand environment.

FINANCIAL STATEMENT CHANGES
Operating Cash Flow
Cash Flow
+32.6%
$371.4M→$492.4M

Operating cash flow surged 32.6% — exceptional cash generation, highest quality earnings signal.

Revenue
P&L
-10.8%
$24.1M→$21.5M

Revenue softened 10.8% — monitor whether this is cyclical or structural.

LANGUAGE CHANGES
NEW — 2025-08-15
PRIOR — 2024-08-16
ADDED
The registrant had outstanding 37,752,947 shares of common stock as of August 1, 2025.
Management's Discussion and Analysis of Financial Condition and Results of Operations 18 Item 7A.
In this Annual Report on Form 10-K for the fiscal year ended June 30, 2025 (this "Annual Report"), Applied refers to Applied Industrial Technologies, Inc., an Ohio corporation.
Through our comprehensive network of approximately 6,800 employee associates and approximately 600 facilities including service center, fluid power, flow control, and automation operations, as well as repair shops and distribution centers, we offer a selection of more than 9.2 million stock keeping units with a focus on industrial bearings, power transmission products, fluid power components and systems, specialty flow control, and advanced factory automation solutions, as well as general maintenance products.
Our customers use our products and services for both MRO (maintenance, repair, and operating), OEM (original equipment manufacturing), and new system install applications across a variety of end markets primarily in North America, as well as Australia, New Zealand, and Singapore.
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REMOVED
The registrant had outstanding 38,358,730 shares of common stock as of August 2, 2024.
Management's Discussion and Analysis of Financial Condition and Results of Operations 17 Item 7A.
In this annual report on Form 10-K, Applied refers to Applied Industrial Technologies, Inc., an Ohio corporation.
Through our comprehensive network of approximately 6,500 employee associates and approximately 590 facilities including service center, fluid power, flow control, and automation operations, as well as repair shops and distribution centers, we offer a selection of more than 9.1 million stock keeping units with a focus on industrial bearings, power transmission products, fluid power components and systems, specialty flow control, and advanced factory automation solutions.
Our customers use our products and services for both MRO (maintenance, repair, and operating) and OEM (original equipment manufacturing) applications across a variety of end markets primarily in North America, as well as Australia, New Zealand, Singapore, and Costa Rica.
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