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Side-by-side financial comparison of Agilent Technologies (A) and APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT). Click either name above to swap in a different company.

Agilent Technologies is the larger business by last-quarter revenue ($1.8B vs $1.3B, roughly 1.4× APPLIED INDUSTRIAL TECHNOLOGIES INC). Agilent Technologies runs the higher net margin — 17.0% vs 8.0%, a 9.0% gap on every dollar of revenue. On growth, APPLIED INDUSTRIAL TECHNOLOGIES INC posted the faster year-over-year revenue change (7.3% vs 7.0%). Agilent Technologies produced more free cash flow last quarter ($175.0M vs $95.4M). Over the past eight quarters, Agilent Technologies's revenue compounded faster (6.9% CAGR vs 3.8%).

Agilent Technologies, Inc. provides application focused solutions to the life sciences, diagnostics, and applied chemical markets worldwide. The Life Sciences and Applied Markets segment offers liquid chromatography systems and components; liquid chromatography mass spectrometry systems; gas chromatography systems and components; gas chromatography mass spectrometry systems; inductively coupled plasma mass spectrometry instruments; atomic absorption instruments; microwave plasma-atomic emissi...

Applied Industrial Technologies, Inc. (AIT) is a public, global company based in the U.S. and focused on the distribution of bearings, power transmission products, engineered fluid power components and systems, specialty flow control products, and other industrial supplies. AIT provides engineering, design and system integration for industrial and fluid power applications, as well as customized mechanical, fabricated rubber, fluid power, and flow control shop services.

A vs AIT — Head-to-Head

Bigger by revenue
A
A
1.4× larger
A
$1.8B
$1.3B
AIT
Growing faster (revenue YoY)
AIT
AIT
+0.3% gap
AIT
7.3%
7.0%
A
Higher net margin
A
A
9.0% more per $
A
17.0%
8.0%
AIT
More free cash flow
A
A
$79.6M more FCF
A
$175.0M
$95.4M
AIT
Faster 2-yr revenue CAGR
A
A
Annualised
A
6.9%
3.8%
AIT

Income Statement — Q1 FY2026 vs Q3 FY2026

Metric
A
A
AIT
AIT
Revenue
$1.8B
$1.3B
Net Profit
$305.0M
$99.8M
Gross Margin
52.6%
30.4%
Operating Margin
19.6%
11.0%
Net Margin
17.0%
8.0%
Revenue YoY
7.0%
7.3%
Net Profit YoY
-4.1%
-0.0%
EPS (diluted)
$1.07
$2.65

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
A
A
AIT
AIT
Q1 26
$1.8B
$1.3B
Q4 25
$1.9B
$1.2B
Q3 25
$1.7B
$1.2B
Q2 25
$1.7B
$1.2B
Q1 25
$1.7B
$1.2B
Q4 24
$1.7B
$1.1B
Q3 24
$1.6B
$1.1B
Q2 24
$1.6B
$1.2B
Net Profit
A
A
AIT
AIT
Q1 26
$305.0M
$99.8M
Q4 25
$434.0M
$95.3M
Q3 25
$336.0M
$100.8M
Q2 25
$215.0M
$107.8M
Q1 25
$318.0M
$99.8M
Q4 24
$351.0M
$93.3M
Q3 24
$282.0M
$92.1M
Q2 24
$308.0M
$103.5M
Gross Margin
A
A
AIT
AIT
Q1 26
52.6%
30.4%
Q4 25
53.2%
30.4%
Q3 25
51.1%
30.1%
Q2 25
51.9%
30.6%
Q1 25
53.5%
30.5%
Q4 24
53.9%
30.6%
Q3 24
54.2%
29.6%
Q2 24
54.4%
30.7%
Operating Margin
A
A
AIT
AIT
Q1 26
19.6%
11.0%
Q4 25
23.8%
10.6%
Q3 25
20.7%
10.8%
Q2 25
18.0%
11.0%
Q1 25
22.4%
11.1%
Q4 24
24.0%
11.3%
Q3 24
21.1%
10.3%
Q2 24
23.1%
12.0%
Net Margin
A
A
AIT
AIT
Q1 26
17.0%
8.0%
Q4 25
23.3%
8.2%
Q3 25
19.3%
8.4%
Q2 25
12.9%
8.8%
Q1 25
18.9%
8.6%
Q4 24
20.6%
8.7%
Q3 24
17.9%
8.4%
Q2 24
19.6%
8.9%
EPS (diluted)
A
A
AIT
AIT
Q1 26
$1.07
$2.65
Q4 25
$1.53
$2.51
Q3 25
$1.18
$2.63
Q2 25
$0.75
$2.80
Q1 25
$1.11
$2.57
Q4 24
$1.23
$2.39
Q3 24
$0.97
$2.36
Q2 24
$1.05
$2.64

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
A
A
AIT
AIT
Cash + ST InvestmentsLiquidity on hand
$1.8B
$171.6M
Total DebtLower is stronger
$3.0B
$365.3M
Stockholders' EquityBook value
$6.9B
$1.9B
Total Assets
$12.8B
$3.0B
Debt / EquityLower = less leverage
0.44×
0.20×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
A
A
AIT
AIT
Q1 26
$1.8B
$171.6M
Q4 25
$1.8B
$406.0M
Q3 25
$1.5B
$418.7M
Q2 25
$1.5B
$388.4M
Q1 25
$1.5B
$352.8M
Q4 24
$1.3B
$303.4M
Q3 24
$1.8B
$538.5M
Q2 24
$1.7B
$460.6M
Total Debt
A
A
AIT
AIT
Q1 26
$3.0B
$365.3M
Q4 25
$3.0B
Q3 25
$3.4B
Q2 25
$3.3B
Q1 25
$3.3B
Q4 24
$3.3B
Q3 24
$2.1B
Q2 24
$2.1B
Stockholders' Equity
A
A
AIT
AIT
Q1 26
$6.9B
$1.9B
Q4 25
$6.7B
$1.9B
Q3 25
$6.4B
$1.9B
Q2 25
$6.1B
$1.8B
Q1 25
$6.0B
$1.8B
Q4 24
$5.9B
$1.8B
Q3 24
$5.9B
$1.8B
Q2 24
$6.2B
$1.7B
Total Assets
A
A
AIT
AIT
Q1 26
$12.8B
$3.0B
Q4 25
$12.7B
$3.2B
Q3 25
$12.2B
$3.2B
Q2 25
$12.2B
$3.2B
Q1 25
$11.9B
$3.1B
Q4 24
$11.8B
$3.0B
Q3 24
$11.0B
$3.0B
Q2 24
$10.9B
$3.0B
Debt / Equity
A
A
AIT
AIT
Q1 26
0.44×
0.20×
Q4 25
0.45×
Q3 25
0.53×
Q2 25
0.55×
Q1 25
0.56×
Q4 24
0.57×
Q3 24
0.36×
Q2 24
0.34×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
A
A
AIT
AIT
Operating Cash FlowLast quarter
$268.0M
$319.1M
Free Cash FlowOCF − Capex
$175.0M
$95.4M
FCF MarginFCF / Revenue
9.7%
7.6%
Capex IntensityCapex / Revenue
5.2%
1.5%
Cash ConversionOCF / Net Profit
0.88×
3.20×
TTM Free Cash FlowTrailing 4 quarters
$993.0M
$438.9M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
A
A
AIT
AIT
Q1 26
$268.0M
$319.1M
Q4 25
$545.0M
$99.7M
Q3 25
$362.0M
$119.3M
Q2 25
$221.0M
$147.0M
Q1 25
$431.0M
$122.5M
Q4 24
$481.0M
$95.1M
Q3 24
$452.0M
$127.7M
Q2 24
$333.0M
$119.2M
Free Cash Flow
A
A
AIT
AIT
Q1 26
$175.0M
$95.4M
Q4 25
$452.0M
$93.4M
Q3 25
$259.0M
$112.0M
Q2 25
$107.0M
$138.2M
Q1 25
$334.0M
$114.9M
Q4 24
$388.0M
$89.9M
Q3 24
$360.0M
$122.2M
Q2 24
$230.0M
$111.7M
FCF Margin
A
A
AIT
AIT
Q1 26
9.7%
7.6%
Q4 25
24.3%
8.0%
Q3 25
14.9%
9.3%
Q2 25
6.4%
11.3%
Q1 25
19.9%
9.8%
Q4 24
22.8%
8.4%
Q3 24
22.8%
11.1%
Q2 24
14.6%
9.6%
Capex Intensity
A
A
AIT
AIT
Q1 26
5.2%
1.5%
Q4 25
5.0%
0.5%
Q3 25
5.9%
0.6%
Q2 25
6.8%
0.7%
Q1 25
5.8%
0.6%
Q4 24
5.5%
0.5%
Q3 24
5.8%
0.5%
Q2 24
6.5%
0.6%
Cash Conversion
A
A
AIT
AIT
Q1 26
0.88×
3.20×
Q4 25
1.26×
1.05×
Q3 25
1.08×
1.18×
Q2 25
1.03×
1.36×
Q1 25
1.36×
1.23×
Q4 24
1.37×
1.02×
Q3 24
1.60×
1.39×
Q2 24
1.08×
1.15×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

A
A

Service Other$525.0M29%
Chemicaland Energy Market$422.0M23%
Agilent Cross Lab$273.0M15%
Environmentaland Forensics Market$177.0M10%
Food Market$166.0M9%
Academiaand Government Market$130.0M7%
Applied Markets$98.0M5%

AIT
AIT

Segment breakdown not available.

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