Applied Industrial Technologies vs Herc Holdings
Applied Industrial Technologies and Herc Holdings are similar in size: $4.97bn and $4.38bn of revenue in their latest fiscal years. Herc Holdings grew faster (22.6% against 8.8%). Applied Industrial Technologies kept more of each dollar of sales as profit: a net margin of 8.3% against 0.0%.
| Latest fiscal year | Applied Industrial TechnologiesAIT, 2026 | Herc HoldingsHRI, 2025 |
|---|---|---|
| Revenue | $4.97bn | $4.38bn |
| Revenue growth | 8.8% | 22.6% |
| Net income | $415m | $1.0m |
| Operating margin | — | — |
| Net margin | 8.3% | 0.0% |
| Return on equity | 22.4% | 0.1% |
| Free cash flow | $461m | $928m |
| Cash | $127m | $52.0m |
| Total debt | $262m | $8.05bn |
| Debt to equity | — | — |
| Dividend per share | $1.99 | $2.80 |
| Dividend yield | 0.7% | 1.7% |
| Share buybacks | $317m | $0 |
| Employees | 6,900 | — |
| Market value | $11.26bn | $5.66bn |
| Price vs our value range | Within our value range | Below our value range |
| Moat score | 58 (Moderate) | 39 (Weak) |
| Insider trades, 12 months | 0 buys, 14 sales | 2 buys, 0 sales |