Page 81 - 2018 Annual Report

SHAREHOLDER INFORMATION
RECONCILIATION OF NET INCOME TO EBITDA
Applied Industrial Technologies, Inc. common stock is listed on the New York Stock Exchange under the symbol AIT. The Company is identified in most financial listings as “AppliedIndlTch.”
RESEARCH ON APPLIED INDUSTRIAL TECHNOLOGIES IS AVAILABLE THROUGH:
CLEVELAND RESEARCH COMPANY
Adam Uhlman 216/649-7241
GREAT LAKES REVIEW – Division of Wellington Shields & Co.
Elliott Schlang 216/767-1340
KEYBANC CAPITAL MARKETS
Steve Barger 216/689-0210
SHAREHOLDER INQUIRIES
Requests to transfer Applied Industrial Technologies, Inc. shares and all correspondence regarding address change information, duplicate mailings, missing certificates, failure to receive dividend checks in a timely manner or to participate in the Company’s direct stock purchase program should be directed to the Company’s transfer agent and registrar:
COMPUTERSHARE
P.O. Box 505000 Louisville, KY 40233-5000 800/988-5291
INVESTOR RELATIONS INQUIRIES SHOULD BE DIRECTED TO:
DAVID K. WELLS
Vice President – Chief Financial Officer & Treasurer
Applied Industrial Technologies 1 Applied Plaza
Cleveland, OH 44115-5014 Telephone: 216/426-4000 Fax: 216/426-4845
E-mail: ir@applied.com
LONGBOW RESEARCH
Chris Dankert 216/525-8486
NORTHCOAST RESEARCH
Ryan Cieslak 216/468-6919
WELLS FARGO SECURITIES, LLC
Allison Poliniak-Cusic 212/214-5062
ANNUAL REPORT ON FORM 10-K
The Applied Industrial Technologies, Inc. Annual Report on Form 10-K for the fiscal year ended June 30, 2018, including the financial statements and schedules thereto, is available at our website at www.Applied.com. It is also available without charge upon written request to the Vice President – Chief Financial Officer & Treasurer at the address shown.
ANNUAL MEETING
The Annual Meeting of Shareholders will be held at 10:00 a.m., Tuesday, October 30, 2018, at the Corporate Headquarters of Applied Industrial Technologies, 1 Applied Plaza,
East 36th and Euclid Avenue, Cleveland, Ohio 44115.
($000)
Sales
Net Income
+ Interest Expense + Taxes
+ Depreciation
+ Amortization EBITDA
EBITDA % of Sales
$2,593,746 $133,910 8,541 33,056 15,306 24,371 $215,184 8.3%
FY2018
$3,073,274
FY2017
$141,625
23,485
63,093
17,798
32,065
$278,066
9.0%
COMPARISON OF FIVE-YEAR CUMULATIVE TOTAL RETURN
Applied Industrial Technologies, Inc., Standard & Poor’s 500, and Peer Group (Performance Results from 7/1/2013 through 6/30/2018)
$200.00 $160.00 $120.00
$80.00 $40.00 $0.00
2013 2014
2015 2016
2017 2018
Applied Indust
Standard and
rial Technologies, Inc.
Poor's 500
Peer Group
Assumes $100 invested at the close of trading 6/30/13 in Applied Industrial Technologies, Inc. common stock, Standard & Poor’s 500, and Peer Group.
Cumulative total return assumes reinvestment of dividends.
The returns of the companies in the Peer Group are weighted based on the companies’ relative stock market capitalization.
Peer Group companies selected on a line-of-business basis include: DXP Enterprises, Inc.; Fastenal Company; Genuine Parts Company; W. W. Grainger, Inc.; Kaman Corporation; Lawson Products, Inc.; MSC Industrial Direct Co., Inc.; and WESCO International, Inc.
2013 2014 2015 2016 2017 2018
Applied Industrial Technologies, Inc.
Standard & Poor’s 500
Peer Group
Source: Zacks Investment Research, Inc.
100.00 107.07
100.00 124.61
100.00 111.55
85.63
133.86
102.55
100.16
139.20
106.34
133.70
164.11
103.04
161.81
187.70
126.36
This report contains statements that are forward-looking, as that term is defined by the Securities and Exchange Commission in its rules, regulations and releases. Applied intends that such forward-looking statements be subject to the safe harbors created thereby. All forward-looking statements are based on current expectations regarding important risk factors, including those identified on pages 1, 5-10 and 27 of Applied’s Form 10-K for the fiscal year ended June 30, 2018 included herein. Accordingly, actual results may differ materially from those expressed in the forward-looking statements, and the making of such statements should not be regarded as a representation by Applied or any other person that results expressed will be achieved.