vs
Side-by-side financial comparison of APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) and ROBERT HALF INC. (RHI). Click either name above to swap in a different company.
ROBERT HALF INC. is the larger business by last-quarter revenue ($1.3B vs $1.2B, roughly 1.1× APPLIED INDUSTRIAL TECHNOLOGIES INC). On growth, APPLIED INDUSTRIAL TECHNOLOGIES INC posted the faster year-over-year revenue change (8.4% vs -5.8%). ROBERT HALF INC. produced more free cash flow last quarter ($170.8M vs $93.4M). Over the past eight quarters, APPLIED INDUSTRIAL TECHNOLOGIES INC's revenue compounded faster (0.7% CAGR vs -6.1%).
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.
Robert Half Inc. is an international human resource consulting firm founded in 1948, based in Menlo Park and San Ramon, California. It is among the world's largest accounting and finance staffing firms, with over 345 locations worldwide.
AIT vs RHI — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $1.3B |
| Net Profit | $95.3M | — |
| Gross Margin | 30.4% | 37.6% |
| Operating Margin | 10.6% | 1.7% |
| Net Margin | 8.2% | — |
| Revenue YoY | 8.4% | -5.8% |
| Net Profit YoY | 2.2% | — |
| EPS (diluted) | $2.51 | $0.32 |
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.
| Q4 25 | $1.2B | $1.3B | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | $1.2B | $1.4B | ||
| Q1 25 | $1.2B | $1.4B | ||
| Q4 24 | $1.1B | $1.4B | ||
| Q3 24 | $1.1B | $1.5B | ||
| Q2 24 | $1.2B | $1.5B | ||
| Q1 24 | $1.1B | $1.5B |
| Q4 25 | $95.3M | — | ||
| Q3 25 | $100.8M | $42.9M | ||
| Q2 25 | $107.8M | $41.0M | ||
| Q1 25 | $99.8M | $17.4M | ||
| Q4 24 | $93.3M | — | ||
| Q3 24 | $92.1M | $65.5M | ||
| Q2 24 | $103.5M | $68.2M | ||
| Q1 24 | $97.2M | $63.7M |
| Q4 25 | 30.4% | 37.6% | ||
| Q3 25 | 30.1% | 37.2% | ||
| Q2 25 | 30.6% | 37.2% | ||
| Q1 25 | 30.5% | 36.9% | ||
| Q4 24 | 30.6% | 38.8% | ||
| Q3 24 | 29.6% | 39.0% | ||
| Q2 24 | 30.7% | 39.2% | ||
| Q1 24 | 29.5% | 38.1% |
| Q4 25 | 10.6% | 1.7% | ||
| Q3 25 | 10.8% | 1.0% | ||
| Q2 25 | 11.0% | 0.1% | ||
| Q1 25 | 11.1% | 2.9% | ||
| Q4 24 | 11.3% | 4.7% | ||
| Q3 24 | 10.3% | 4.1% | ||
| Q2 24 | 12.0% | 5.1% | ||
| Q1 24 | 10.6% | 2.8% |
| Q4 25 | 8.2% | — | ||
| Q3 25 | 8.4% | 3.2% | ||
| Q2 25 | 8.8% | 3.0% | ||
| Q1 25 | 8.6% | 1.3% | ||
| Q4 24 | 8.7% | — | ||
| Q3 24 | 8.4% | 4.5% | ||
| Q2 24 | 8.9% | 4.6% | ||
| Q1 24 | 8.5% | 4.3% |
| Q4 25 | $2.51 | $0.32 | ||
| Q3 25 | $2.63 | $0.43 | ||
| Q2 25 | $2.80 | $0.41 | ||
| Q1 25 | $2.57 | $0.17 | ||
| Q4 24 | $2.39 | $0.53 | ||
| Q3 24 | $2.36 | $0.64 | ||
| Q2 24 | $2.64 | $0.66 | ||
| Q1 24 | $2.48 | $0.61 |
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 | $464.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.9B | $1.3B |
| Total Assets | $3.2B | $2.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $406.0M | $464.4M | ||
| Q3 25 | $418.7M | $365.3M | ||
| Q2 25 | $388.4M | $380.5M | ||
| Q1 25 | $352.8M | $342.5M | ||
| Q4 24 | $303.4M | $537.6M | ||
| Q3 24 | $538.5M | $570.5M | ||
| Q2 24 | $460.6M | $547.4M | ||
| Q1 24 | $456.5M | $540.9M |
| Q4 25 | $1.9B | $1.3B | ||
| Q3 25 | $1.9B | $1.3B | ||
| Q2 25 | $1.8B | $1.3B | ||
| Q1 25 | $1.8B | $1.3B | ||
| Q4 24 | $1.8B | $1.4B | ||
| Q3 24 | $1.8B | $1.5B | ||
| Q2 24 | $1.7B | $1.5B | ||
| Q1 24 | $1.7B | $1.5B |
| Q4 25 | $3.2B | $2.9B | ||
| Q3 25 | $3.2B | $2.8B | ||
| Q2 25 | $3.2B | $2.8B | ||
| Q1 25 | $3.1B | $2.7B | ||
| Q4 24 | $3.0B | $2.9B | ||
| Q3 24 | $3.0B | $3.0B | ||
| Q2 24 | $3.0B | $2.9B | ||
| Q1 24 | $2.9B | $2.9B |
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 | $182.5M |
| Free Cash FlowOCF − Capex | $93.4M | $170.8M |
| FCF MarginFCF / Revenue | 8.0% | 13.1% |
| Capex IntensityCapex / Revenue | 0.5% | 0.9% |
| Cash ConversionOCF / Net Profit | 1.05× | — |
| TTM Free Cash FlowTrailing 4 quarters | $458.5M | $266.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $99.7M | $182.5M | ||
| Q3 25 | $119.3M | $77.4M | ||
| Q2 25 | $147.0M | $119.4M | ||
| Q1 25 | $122.5M | $-59.3M | ||
| Q4 24 | $95.1M | $154.8M | ||
| Q3 24 | $127.7M | $129.6M | ||
| Q2 24 | $119.2M | $142.0M | ||
| Q1 24 | $84.2M | $-15.9M |
| Q4 25 | $93.4M | $170.8M | ||
| Q3 25 | $112.0M | $63.6M | ||
| Q2 25 | $138.2M | $104.2M | ||
| Q1 25 | $114.9M | $-71.7M | ||
| Q4 24 | $89.9M | $140.5M | ||
| Q3 24 | $122.2M | $111.8M | ||
| Q2 24 | $111.7M | $129.6M | ||
| Q1 24 | $76.7M | $-27.7M |
| Q4 25 | 8.0% | 13.1% | ||
| Q3 25 | 9.3% | 4.7% | ||
| Q2 25 | 11.3% | 7.6% | ||
| Q1 25 | 9.8% | -5.3% | ||
| Q4 24 | 8.4% | 10.2% | ||
| Q3 24 | 11.1% | 7.6% | ||
| Q2 24 | 9.6% | 8.8% | ||
| Q1 24 | 6.7% | -1.9% |
| Q4 25 | 0.5% | 0.9% | ||
| Q3 25 | 0.6% | 1.0% | ||
| Q2 25 | 0.7% | 1.1% | ||
| Q1 25 | 0.6% | 0.9% | ||
| Q4 24 | 0.5% | 1.0% | ||
| Q3 24 | 0.5% | 1.2% | ||
| Q2 24 | 0.6% | 0.8% | ||
| Q1 24 | 0.7% | 0.8% |
| Q4 25 | 1.05× | — | ||
| Q3 25 | 1.18× | 1.80× | ||
| Q2 25 | 1.36× | 2.91× | ||
| Q1 25 | 1.23× | -3.42× | ||
| Q4 24 | 1.02× | — | ||
| Q3 24 | 1.39× | 1.98× | ||
| Q2 24 | 1.15× | 2.08× | ||
| Q1 24 | 0.87× | -0.25× |
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% |
RHI
| Finance And Accounting | $535.2M | 41% |
| Protiviti | $479.0M | 37% |
| Technology | $156.4M | 12% |
| Permanent Placement Talent Solutions | $102.6M | 8% |
| Other | $29.2M | 2% |
