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Side-by-side financial comparison of APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) and Domino's (DPZ). Click either name above to swap in a different company.
APPLIED INDUSTRIAL TECHNOLOGIES INC is the larger business by last-quarter revenue ($1.2B vs $1.2B, roughly 1.0× Domino's). Domino's runs the higher net margin — 12.2% vs 8.2%, a 4.0% gap on every dollar of revenue. On growth, APPLIED INDUSTRIAL TECHNOLOGIES INC posted the faster year-over-year revenue change (8.4% vs 3.5%). Domino's produced more free cash flow last quarter ($147.0M vs $93.4M). Over the past eight quarters, Domino's's revenue compounded faster (3.0% CAGR vs 0.7%).
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.
Domino's Pizza, Inc. is an American multinational pizza restaurant chain founded in 1960. The corporation is Delaware-domiciled and headquartered at the Domino's Farms office park in Ann Arbor Township, near Ann Arbor, Michigan. As of 2018, Domino's had approximately 15,000 stores, with 5,649 in the United States, 1,500 in India, and 1,249 in the United Kingdom. Domino's has stores in more than 83 countries and 5,701 cities worldwide.
AIT vs DPZ — Head-to-Head
Income Statement — Q2 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $1.2B |
| Net Profit | $95.3M | $139.8M |
| Gross Margin | 30.4% | 40.4% |
| Operating Margin | 10.6% | 20.0% |
| Net Margin | 8.2% | 12.2% |
| Revenue YoY | 8.4% | 3.5% |
| Net Profit YoY | 2.2% | -6.6% |
| EPS (diluted) | $2.51 | $4.13 |
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.
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.2B | $1.1B | ||
| Q2 25 | $1.2B | $1.1B | ||
| Q1 25 | $1.2B | $1.1B | ||
| Q4 24 | $1.1B | $1.4B | ||
| Q3 24 | $1.1B | $1.1B | ||
| Q2 24 | $1.2B | $1.1B |
| Q1 26 | — | $139.8M | ||
| Q4 25 | $95.3M | — | ||
| Q3 25 | $100.8M | $139.3M | ||
| Q2 25 | $107.8M | $131.1M | ||
| Q1 25 | $99.8M | $149.7M | ||
| Q4 24 | $93.3M | $169.4M | ||
| Q3 24 | $92.1M | $146.9M | ||
| Q2 24 | $103.5M | $142.0M |
| Q1 26 | — | 40.4% | ||
| Q4 25 | 30.4% | — | ||
| Q3 25 | 30.1% | 40.1% | ||
| Q2 25 | 30.6% | 40.3% | ||
| Q1 25 | 30.5% | 39.8% | ||
| Q4 24 | 30.6% | 39.2% | ||
| Q3 24 | 29.6% | 39.2% | ||
| Q2 24 | 30.7% | 39.8% |
| Q1 26 | — | 20.0% | ||
| Q4 25 | 10.6% | — | ||
| Q3 25 | 10.8% | 19.5% | ||
| Q2 25 | 11.0% | 19.7% | ||
| Q1 25 | 11.1% | 18.9% | ||
| Q4 24 | 11.3% | 19.0% | ||
| Q3 24 | 10.3% | 18.4% | ||
| Q2 24 | 12.0% | 17.9% |
| Q1 26 | — | 12.2% | ||
| Q4 25 | 8.2% | — | ||
| Q3 25 | 8.4% | 12.1% | ||
| Q2 25 | 8.8% | 11.4% | ||
| Q1 25 | 8.6% | 13.5% | ||
| Q4 24 | 8.7% | 11.7% | ||
| Q3 24 | 8.4% | 13.6% | ||
| Q2 24 | 8.9% | 12.9% |
| Q1 26 | — | $4.13 | ||
| Q4 25 | $2.51 | — | ||
| Q3 25 | $2.63 | $4.08 | ||
| Q2 25 | $2.80 | $3.81 | ||
| Q1 25 | $2.57 | $4.33 | ||
| Q4 24 | $2.39 | $4.89 | ||
| Q3 24 | $2.36 | $4.19 | ||
| Q2 24 | $2.64 | $4.03 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $406.0M | $232.9M |
| Total DebtLower is stronger | — | $4.9B |
| Stockholders' EquityBook value | $1.9B | — |
| Total Assets | $3.2B | $1.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $232.9M | ||
| Q4 25 | $406.0M | — | ||
| Q3 25 | $418.7M | $139.7M | ||
| Q2 25 | $388.4M | $272.9M | ||
| Q1 25 | $352.8M | $304.3M | ||
| Q4 24 | $303.4M | $186.1M | ||
| Q3 24 | $538.5M | $189.1M | ||
| Q2 24 | $460.6M | $283.7M |
| Q1 26 | — | $4.9B | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $4.8B | ||
| Q2 25 | — | $3.8B | ||
| Q1 25 | — | $3.8B | ||
| Q4 24 | — | $3.8B | ||
| Q3 24 | — | $5.0B | ||
| Q2 24 | — | $5.0B |
| Q1 26 | — | — | ||
| Q4 25 | $1.9B | — | ||
| Q3 25 | $1.9B | $-4.0B | ||
| Q2 25 | $1.8B | $-4.0B | ||
| Q1 25 | $1.8B | $-3.9B | ||
| Q4 24 | $1.8B | $-4.0B | ||
| Q3 24 | $1.8B | $-4.0B | ||
| Q2 24 | $1.7B | $-3.9B |
| Q1 26 | — | $1.8B | ||
| Q4 25 | $3.2B | — | ||
| Q3 25 | $3.2B | $1.7B | ||
| Q2 25 | $3.2B | $1.8B | ||
| Q1 25 | $3.1B | $1.9B | ||
| Q4 24 | $3.0B | $1.7B | ||
| Q3 24 | $3.0B | $1.8B | ||
| Q2 24 | $3.0B | $1.9B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $99.7M | $162.0M |
| Free Cash FlowOCF − Capex | $93.4M | $147.0M |
| FCF MarginFCF / Revenue | 8.0% | 12.8% |
| Capex IntensityCapex / Revenue | 0.5% | 1.3% |
| Cash ConversionOCF / Net Profit | 1.05× | 1.16× |
| TTM Free Cash FlowTrailing 4 quarters | $458.5M | $642.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $162.0M | ||
| Q4 25 | $99.7M | — | ||
| Q3 25 | $119.3M | $185.4M | ||
| Q2 25 | $147.0M | $187.8M | ||
| Q1 25 | $122.5M | $179.1M | ||
| Q4 24 | $95.1M | $178.0M | ||
| Q3 24 | $127.7M | $172.7M | ||
| Q2 24 | $119.2M | $150.7M |
| Q1 26 | — | $147.0M | ||
| Q4 25 | $93.4M | — | ||
| Q3 25 | $112.0M | $164.0M | ||
| Q2 25 | $138.2M | $167.3M | ||
| Q1 25 | $114.9M | $164.3M | ||
| Q4 24 | $89.9M | $135.9M | ||
| Q3 24 | $122.2M | $145.6M | ||
| Q2 24 | $111.7M | $127.2M |
| Q1 26 | — | 12.8% | ||
| Q4 25 | 8.0% | — | ||
| Q3 25 | 9.3% | 14.3% | ||
| Q2 25 | 11.3% | 14.6% | ||
| Q1 25 | 9.8% | 14.8% | ||
| Q4 24 | 8.4% | 9.4% | ||
| Q3 24 | 11.1% | 13.5% | ||
| Q2 24 | 9.6% | 11.6% |
| Q1 26 | — | 1.3% | ||
| Q4 25 | 0.5% | — | ||
| Q3 25 | 0.6% | 1.9% | ||
| Q2 25 | 0.7% | 1.8% | ||
| Q1 25 | 0.6% | 1.3% | ||
| Q4 24 | 0.5% | 2.9% | ||
| Q3 24 | 0.5% | 2.5% | ||
| Q2 24 | 0.6% | 2.1% |
| Q1 26 | — | 1.16× | ||
| Q4 25 | 1.05× | — | ||
| Q3 25 | 1.18× | 1.33× | ||
| Q2 25 | 1.36× | 1.43× | ||
| Q1 25 | 1.23× | 1.20× | ||
| Q4 24 | 1.02× | 1.05× | ||
| Q3 24 | 1.39× | 1.18× | ||
| Q2 24 | 1.15× | 1.06× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AIT
| Service Center Based Distribution Segment | $625.2M | 54% |
| Engineered Solutions Segment | $398.9M | 34% |
| Other | $75.8M | 7% |
| Hydradyne LLC | $63.1M | 5% |
DPZ
| Supply chain | $699.0M | 61% |
| U.S. franchise royalties and fees | $158.0M | 14% |
| U.S. franchise advertising | $130.5M | 11% |
| U.S. Company-owned stores | $82.1M | 7% |
| International franchise royalties and fees | $81.0M | 7% |
