Applied Industrial Technologies (LTS:0HGR) Cyclically Adjusted Revenue per Share: $110.65 (As of Mar. 2026)

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LTS:0HGR Applied Industrial Technologies Inc LTS:0HGR
89 GF Score
Price $359.64
GF Value $257.16
Valuation Significantly Overvalued
! 6 Warning Signs
View Full Analysis

What is Applied Industrial Technologies Cyclically Adjusted Revenue per Share?

Applied Industrial Technologies LTS:0HGR +0.71% 89 Cyclically Adjusted Revenue per Share is $110.65 as of Mar. 2026. GuruFocus rates LTS:0HGR with a GF Score™ of 89/100 and a GF Value™ of $257.16 (Significantly Overvalued). The stock has 6 warning signs investors should review.

E10 is a concept invented by Prof. Robert Shiller, who uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted Revenue per Share and the Cyclically Adjusted PS Ratio. The Cyclically Adjusted Revenue per Share is the average of the inflation adjusted Revenue per Share of a company over the past 10 years.

Applied Industrial Technologies's adjusted revenue per share for the three months ended in Mar. 2026 was $33.209. Add all the adjusted revenue per share for the past 10 years together and divide the count will get our Cyclically Adjusted Revenue per Share, which is $110.65 for the trailing ten years ended in Mar. 2026.

During the past 12 months, Applied Industrial Technologies's average Cyclically Adjusted Revenue Growth Rate was 7.00% per year. During the past 3 years, the average Cyclically Adjusted Revenue Growth Rate was 6.60% per year. During the past 5 years, the average Cyclically Adjusted Revenue Growth Rate was 8.40% per year. During the past 10 years, the average Cyclically Adjusted Revenue Growth Rate was 7.30% per year. Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the Cyclically Adjusted Revenue Growth Rate using Cyclically Adjusted Revenue per Share data.

During the past 13 years, the highest 3-Year average Cyclically Adjusted Revenue Growth Rate of Applied Industrial Technologies was 9.50% per year. The lowest was 2.30% per year. And the median was 5.40% per year.

As of today (2026-08-07), Applied Industrial Technologies's current stock price is $359.64. Applied Industrial Technologies's Cyclically Adjusted Revenue per Share for the quarter that ended in Mar. 2026 was $110.65. Applied Industrial Technologies's Cyclically Adjusted PS Ratio of today is 3.25.

During the past 13 years, the highest Cyclically Adjusted PS Ratio of Applied Industrial Technologies was 3.21. The lowest was 0.50. And the median was 1.21.


Applied Industrial Technologies  (LTS:0HGR) Cyclically Adjusted Revenue per Share Explanation

If a company grows much fast than inflation, Cyclically Adjusted Revenue per Share may underestimate the company's revenue. Cyclically Adjusted PS Ratio can seem to be too high even the actual PS Ratio is low.

For the Cyclically Adjusted PS Ratio, the revenue per share of the past 10 years are inflation-adjusted and averaged. The result is used for P/S calculation. Since it looks at the average over the last 10 years, the Cyclically Adjusted PS Ratio is also called CAPS Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller. He uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings per share of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PS Ratio. The Cyclically Adjusted Revenue per Share is the average of the inflation adjusted revenue per share of a company over the past 10 years.

Applied Industrial Technologies's Cyclically Adjusted PS Ratio of today is calculated as

Cyclically Adjusted PS Ratio=Share Price/Cyclically Adjusted Revenue per Share
=359.64/110.65
=3.25

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

During the past 13 years, the highest Cyclically Adjusted PS Ratio of Applied Industrial Technologies was 3.21. The lowest was 0.50. And the median was 1.21.


Be Aware

Cyclically Adjusted PS Ratio works better for cyclical companies. It gives you a better idea on the company's real revenue value.


Applied Industrial Technologies Cyclically Adjusted Revenue per Share Related Terms


Applied Industrial Technologies Cyclically Adjusted Revenue per Share Historical Data

* Premium members only.

The historical data trend for Applied Industrial Technologies's Cyclically Adjusted Revenue per Share can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Applied Industrial Technologies Cyclically Adjusted Revenue per Share Chart

Applied Industrial Technologies Annual Data
Trend Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
Cyclically Adjusted Revenue per Share
Get a 7-Day Free Trial Premium Member Only Premium Member Only 75.99 84.80 92.64 100.40 106.27

Applied Industrial Technologies Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Cyclically Adjusted Revenue per Share Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 100.39 106.27 108.85 109.42 110.65

LTS:0HGR vs QXO, WSO, WCC: Cyclically Adjusted Revenue per Share Comparison

For the Industrial Distribution subindustry, Applied Industrial Technologies's Cyclically Adjusted PS Ratio, along with its competitors' market caps and Cyclically Adjusted PS Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Applied Industrial Technologies Cyclically Adjusted PS Ratio vs Industrial Distribution Industry

For the Industrial Distribution industry and Industrials sector, Applied Industrial Technologies's Cyclically Adjusted PS Ratio distribution charts can be found below:

* The bar in red indicates where Applied Industrial Technologies's Cyclically Adjusted PS Ratio falls into.


LTS:0HGR
89GF Score
Applied Industrial Technologies Inc LTS:0HGR
Cyclically Adjusted Revenue per Share is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Applied Industrial Technologies Cyclically Adjusted Revenue per Share Calculation

E10 is a concept invented by Prof. Robert Shiller, who uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted Revenue per Share and the Cyclically Adjusted PS Ratio. The Cyclically Adjusted Revenue per Share is the average of the inflation adjusted Revenue per Share of a company over the past 10 years.

What is Cyclically Adjusted Revenue per Share? How do we calculate Cyclically Adjusted Revenue per Share?

Cyclically Adjusted Revenue per Share is the average of the inflation adjusted Revenue per Share of a company over the past 10 years. Let's use an example to explain.

If we want to calculate the Cyclically Adjusted Revenue per Share of Wal-Mart (WMT) for Dec. 31, 2010, we need to have the inflation data and the revenue per share from 2001 through 2010.

We adjusted the 2001 revenue per share data with the total inflation from 2001 through 2010 to the equivalent revenue in 2010. If the total inflation from 2001 to 2010 is 40%, and Wal-Mart's revenue is $1 a share in 2001, then the 2001's equivalent revenue in 2010 is $1.4 a share. If Wal-Mart's revenue is $1 again in 2002, and the total inflation from 2002 through 2010 is 35%, then the equivalent 2002 revenue in 2010 is $1.35. So on and so forth, you get the equivalent revenue per share of past 10 years. Then you add them together and divided the sum by the count to get Cyclically Adjusted Revenue per Share.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.

For example, Applied Industrial Technologies's adjusted Revenue per Share data for the three months ended in Mar. 2026 was:

Adj_RevenuePerShare= Revenue per Share /CPI of Mar. 2026 (Change)*Current CPI (Mar. 2026)
=33.209/330.2130*330.2130
=33.209

Current CPI (Mar. 2026) = 330.2130.

Applied Industrial Technologies Quarterly Data

Revenue per Share CPI Adj_RevenuePerShare
201606 16.165 241.018 22.147
201609 15.866 241.428 21.701
201612 15.446 241.432 21.126
201703 17.214 243.801 23.315
201706 17.268 244.955 23.278
201709 17.305 246.819 23.152
201712 17.017 246.524 22.794
201803 21.068 249.554 27.877
201806 22.838 251.989 29.928
201809 21.962 252.439 28.728
201812 21.404 251.233 28.133
201903 22.681 254.202 29.463
201906 22.650 256.143 29.200
201909 21.981 256.759 28.269
201912 21.343 256.974 27.426
202003 21.478 258.115 27.477
202006 18.102 257.797 23.187
202009 19.131 260.280 24.271
202012 19.373 260.474 24.560
202103 21.337 264.877 26.600
202106 22.738 271.696 27.635
202109 22.814 274.310 27.463
202112 22.414 278.802 26.547
202203 25.082 287.504 28.808
202206 27.138 296.311 30.243
202209 27.164 296.808 30.221
202212 27.042 296.797 30.087
202303 28.828 301.836 31.538
202306 29.489 305.109 31.915
202309 27.860 307.789 29.890
202312 27.407 306.746 29.504
202403 29.206 312.332 30.878
202406 29.643 314.175 31.156
202409 28.219 315.301 29.554
202412 27.539 315.605 28.814
202503 30.034 319.799 31.012
202506 31.808 322.561 32.563
202509 31.343 324.800 31.865
202512 30.562 324.054 31.143
202603 33.209 330.213 33.209

Add all the adjusted revenue per share together and divide 10 will get our Cyclically Adjusted Revenue per Share.

What does a Cyclically Adjusted Revenue per Share of $110.65 mean?
Applied Industrial Technologies (LTS:0HGR) has a Cyclically Adjusted Revenue per Share of $110.65 as of Mar. 2026. Cyclically adjusted revenue per share represents the company's inflation-adjusted revenue per share over a 10-year period. View historical data on Applied Industrial Technologies and its competitors.
Is Applied Industrial Technologies' Cyclically Adjusted Revenue per Share too high?
Applied Industrial Technologies' current Cyclically Adjusted Revenue per Share is $110.65. Overall, Applied Industrial Technologies has a GF Score™ of 89/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Applied Industrial Technologies' Cyclically Adjusted Revenue per Share compare to QXO and WSO?
Applied Industrial Technologies' Cyclically Adjusted Revenue per Share of $110.65 can be compared against companies in the Industrial Distribution industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Cyclically Adjusted Revenue per Share for an Industrial Distribution company?
A good Cyclically Adjusted Revenue per Share depends on the Industrial Distribution industry context. However, Cyclically Adjusted Revenue per Share should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Cyclically Adjusted Revenue per Share mean?
A high Cyclically Adjusted Revenue per Share can signal that a stock is expensive relative to its fundamentals. Cyclically adjusted revenue per share represents the company's inflation-adjusted revenue per share over a 10-year period. View historical data on Applied Industrial Technologies and its competitors. Applied Industrial Technologies's current Cyclically Adjusted Revenue per Share is $110.65. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Applied Industrial Technologies stock overvalued right now?
Based on GuruFocus' analysis, Applied Industrial Technologies (LTS:0HGR) is currently considered Significantly Overvalued. The stock's GF Value™ is $257.16, compared to a current price of $359.64 — trading 39.9% above its estimated fair value. The current Cyclically Adjusted Revenue per Share is $110.65. Applied Industrial Technologies' overall GF Score™ is 89/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Cyclically Adjusted Revenue per Share calculated?
Cyclically Adjusted Revenue per Share is calculated from a company's financial statements. For Applied Industrial Technologies (LTS:0HGR), the current Cyclically Adjusted Revenue per Share is $110.65 as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Applied Industrial Technologies (LTS:0HGR) Overvalued in 2026?

Based on GuruFocus' analysis, Applied Industrial Technologies stock appears to be overvalued. The current stock price of $359.64 is trading 39.9% above its estimated GF Value™ of $257.16. GuruFocus considers Applied Industrial Technologies to be Significantly Overvalued.

Key valuation signals for LTS:0HGR:

  • Cyclically Adjusted Revenue per Share: $110.65
  • GF Value™: $257.16 vs. price of $359.64 (39.9% above fair value)
  • GF Score™: 89/100 with 6 warning signs

No single metric tells the full story. See the LTS:0HGR stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Applied Industrial Technologies Business Description

Other Exchanges AIT:USAAT4:Germany
Address 1 Applied Plaza, Cleveland, OH, USA, 44115
Applied Industrial Technologies Inc is a distributor of industrial products to the maintenance, repair, and operations market and the original equipment manufacturing industry. Further, the company provides engineering and design services for industrial and fluid power applications. The products include bearings, power transmission components, fluid power components and systems, industrial rubber products, linear motion components, safety products, oilfield supplies, and other industrial and maintenance supplies. The company's reportable segments are; Service Center Based Distribution which derives key revenue, and Engineered Solutions. Geographically, the company derives its key revenue from the United States and the rest from Canada and other countries.
89GF Score

Get the complete analysis for LTS:0HGR

Cyclically Adjusted Revenue per Share is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$359.64
Price
$257.16
GF Value