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Applied Industrial Technologies Inc (AIT) stock

AITNYSEWholesale-Machinery, Equipment & SuppliesFiscal year ends June 30
Financials through Q4 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Oct 27, 2026Score 18/3041% above fair value
$294.12−8.31 (-2.75%)

Close on Oct 30, 2026Market cap $10.79BP/E 26.9Yield 0.68%

Earnings

Applied Industrial Technologies's quarterly results as reported in its earnings releases, with the company's own outlook. Hover a number to see the sentence it came from.

Next report
Jan 26, 2027
Q2 FY2027 · estimated, before the open
Revenue, Q1 FY2027
$1.30B
+8.3% on a year earlier
Adjusted EPS, Q1 FY2027
$2.97
$2.63 a year earlier
Latest guidance
Issued
Oct 27, 2026 · 3 items

Quarterly results

Revenue and earnings per share from each of Applied Industrial Technologies's earnings releases, newest first

QuarterReportedRevenueYoYEPSAdj. EPSSource
Q2 FY2027ended Dec 31, 2026Jan 26, 2027Expected–––––
Q1 FY2027ended Sep 30, 2026Oct 27, 2026during market hours$1.30B+8.3%$2.97–Release
Q4 FY2026ended Jun 30, 2026Aug 13, 2026during market hours$1.40B+16.7%$3.17–Release
Q3 FY2026ended Mar 31, 2026Apr 28, 2026before the open$1.30B+8.3%$2.65–Release
Q2 FY2026ended Dec 31, 2025Jan 27, 2026before the open$1.16B+5.7%$2.51–Release
Q1 FY2026ended Sep 30, 2025Oct 28, 2025before the open$1.20B+9.1%$2.63–Release
Q4 FY2025ended Jun 30, 2025Aug 14, 2025before the open$1.20B0.0%$2.80–Release
Q3 FY2025ended Mar 31, 2025May 1, 2025before the open$1.20B+9.1%$2.57–Release
Q2 FY2025ended Dec 31, 2024Jan 29, 2025before the open$1.10B0.0%$2.39–Release
Q1 FY2025ended Sep 30, 2024Oct 24, 2024before the open$1.10B0.0%––Release
Q4 FY2024ended Jun 30, 2024Aug 15, 2024before the open$1.20B0.0%$2.64–Release
Q3 FY2024ended Mar 31, 2024Apr 25, 2024before the open$1.10B0.0%$2.48–Release

Figures as first announced; later restatements appear under Financials. Expected dates are estimated from the company's past reporting pattern.

Current guidance

Applied Industrial Technologies's latest outlook for periods it has not reported yet, compared with what it said before

MetricPeriodGuidanceBeforeChangeGiven
salesFY2027+4% – +6.5%–NewOct 27, 2026
Total sales growthFY2027+4% – +6.5%–NewAug 13, 2026
EBITDA marginsnon-GAAPFY202712.5% – 12.8%–NewOct 27, 2026
EPSFY2027$11.70 – $12.20–NewOct 27, 2026
EPSFY2027$11.65 – $12.15–NewAug 13, 2026
EBITDA marginsnon-GAAPFY202712.5% – 12.8%–NewAug 13, 2026

Guidance vs results

The last range Applied Industrial Technologies gave before each report, against the figure it then reported. Full years add up the four quarters.

PeriodMetricGuidanceActualResult
FY2026EPS (GAAP)$10.64 – $10.75$10.96Σ4QAbove range
FY2026Revenue growth+7.2% – +7.7%+10.07%Σ4QAbove range
Q4 FY2026EPS (GAAP)$2.85 – $2.96$3.17Above range
Q4 FY2026Revenue growth+4.5% – +6%+16.67%Above range
FY2025Revenue growth+1% – +3%+2.22%Σ4QWithin range
Q4 FY2025EPS (GAAP)$2.52 – $2.67$2.80Above range
Q4 FY2025Revenue growth-1% – +3%0%Within range

Guidance history

Every forecast Applied Industrial Technologies put in an earnings release, newest first

GivenMetricPeriodGuidanceChange
Oct 27, 2026EBITDA marginsFY202712.5% – 12.8%New
Oct 27, 2026EPSFY2027$11.70 – $12.20New
Oct 27, 2026salesFY2027+4% – +6.5%New
Aug 13, 2026EPSFY2027$11.65 – $12.15New
Aug 13, 2026EBITDA marginsFY202712.5% – 12.8%New
Aug 13, 2026Total sales growthFY2027+4% – +6.5%New
Apr 28, 2026Organic sales growthFY2026+3.8% – +4.2%Raised
Apr 28, 2026Organic sales growthQ4 FY2026+4% – +5.5%New
Apr 28, 2026EPSFY2026$10.64 – $10.75Raised
Apr 28, 2026EPSQ4 FY2026$2.85 – $2.96New
Apr 28, 2026EBITDA marginFY202612.3% – 12.4%Raised
Apr 28, 2026EBITDA marginQ4 FY202612.6% – 12.8%New
Apr 28, 2026Total sales growthFY2026+7.2% – +7.7%Raised
Apr 28, 2026Total sales growthQ4 FY2026+4.5% – +6%New
Jan 27, 2026organic basisFY2026+2.5% – +4%New
Jan 27, 2026EPSFY2026$10.45 – $10.75Raised
Jan 27, 2026EBITDA marginFY202612.2% – 12.4%Lowered
Jan 27, 2026annual LIFO expenseFY2026$24.00M – $26.00MNew
Jan 27, 2026sales growthFY2026+5.5% – +7%Raised
Oct 28, 2025EPSFY2026$10.10 – $10.85New

Read from the company's earnings releases; each figure links to its sentence on hover. “Raised” and “Lowered” compare with the previous range for the same metric and period.

Press releases

Releases Applied Industrial Technologies filed with the SEC as exhibits to Form 8-K or 6-K

  1. Applied Industrial Technologies Reports Fiscal 2027 First Quarter Results
    Results
  2. Applied Industrial Technologies Reports Fiscal 2026 Fourth Quarter
    Results
  3. Applied Industrial Technologies Reports Fiscal 2026 Third Quarter Results
    Results
  4. Applied Industrial Technologies Reports Fiscal 2026 Second Quarter Results
    Results
  5. Applied Industrial Technologies Reports Fiscal 2026 First Quarter Results
    Results
  6. Applied Industrial Technologies Reports Fiscal 2025 Fourth Quarter
    Results
  7. Applied Industrial Technologies Reports Fiscal 2025 Third Quarter Results;
    Results
  8. Applied Industrial Technologies Reports Fiscal 2025 Second Quarter Results
    Results
  9. Applied Industrial Technologies Completes Acquisition of Hydradyne, LLC
    Update
  10. Applied Industrial Technologies to Acquire Hydradyne, LLC
    Update
  11. Applied Industrial Technologies Reports Fiscal 2025 First Quarter Results
    Results
  12. Applied Industrial Technologies Reports Fiscal 2024 Fourth Quarter
    Results
  13. Applied Industrial Technologies Reports Fiscal 2024 Third Quarter Results
    Results
  14. Applied Industrial Technologies Reports Fiscal 2024 Second Quarter Results
    Results
  15. Applied Industrial Technologies Reports Fiscal 2024 First Quarter Results
    Results