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Applied Industrial Technologies Earnings Calls
| Release date | Apr 28, 2026 |
| EPS estimate | $2.63 |
| EPS actual | $2.65 |
| EPS Surprise | 0.760% |
| Revenue estimate | 1.225B |
| Revenue actual | 1.251B |
| Revenue Surprise | 2.15% |
| Release date | Jan 27, 2026 |
| EPS estimate | $2.48 |
| EPS actual | $2.51 |
| EPS Surprise | 1.21% |
| Revenue estimate | 1.172B |
| Revenue actual | 1.163B |
| Revenue Surprise | -0.761% |
| Release date | Oct 28, 2025 |
| EPS estimate | $2.48 |
| EPS actual | $2.63 |
| EPS Surprise | 6.05% |
| Revenue estimate | 1.188B |
| Revenue actual | 1.2B |
| Revenue Surprise | 0.99% |
| Release date | Aug 14, 2025 |
| EPS estimate | $2.63 |
| EPS actual | $2.80 |
| EPS Surprise | 6.46% |
| Revenue estimate | 1.183B |
| Revenue actual | 1.225B |
| Revenue Surprise | 3.50% |
Last 4 Quarters for Applied Industrial Technologies
Below you can see how AIT performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 14, 2025 |
| Price on release | $273.04 |
| EPS estimate | $2.63 |
| EPS actual | $2.80 |
| EPS surprise | 6.46% |
| Date | Price |
|---|---|
| Aug 08, 2025 | $263.13 |
| Aug 11, 2025 | $262.51 |
| Aug 12, 2025 | $270.68 |
| Aug 13, 2025 | $275.72 |
| Aug 14, 2025 | $273.04 |
| Aug 15, 2025 | $255.01 |
| Aug 18, 2025 | $262.36 |
| Aug 19, 2025 | $262.92 |
| Aug 20, 2025 | $262.46 |
| 4 days before | 3.77% |
| 4 days after | -3.87% |
| On release day | -6.60% |
| Change in period | -0.255% |
| Release date | Oct 28, 2025 |
| Price on release | $258.03 |
| EPS estimate | $2.48 |
| EPS actual | $2.63 |
| EPS surprise | 6.05% |
| Date | Price |
|---|---|
| Oct 22, 2025 | $253.50 |
| Oct 23, 2025 | $260.00 |
| Oct 24, 2025 | $260.29 |
| Oct 27, 2025 | $260.00 |
| Oct 28, 2025 | $258.03 |
| Oct 29, 2025 | $254.10 |
| Oct 30, 2025 | $255.91 |
| Oct 31, 2025 | $257.09 |
| Nov 03, 2025 | $253.33 |
| 4 days before | 1.79% |
| 4 days after | -1.82% |
| On release day | -1.52% |
| Change in period | -0.0671% |
| Release date | Jan 27, 2026 |
| Price on release | $262.34 |
| EPS estimate | $2.48 |
| EPS actual | $2.51 |
| EPS surprise | 1.21% |
| Date | Price |
|---|---|
| Jan 21, 2026 | $284.00 |
| Jan 22, 2026 | $282.33 |
| Jan 23, 2026 | $280.14 |
| Jan 26, 2026 | $281.54 |
| Jan 27, 2026 | $262.34 |
| Jan 28, 2026 | $256.26 |
| Jan 29, 2026 | $259.51 |
| Jan 30, 2026 | $260.41 |
| Feb 02, 2026 | $270.02 |
| 4 days before | -7.63% |
| 4 days after | 2.93% |
| On release day | -2.32% |
| Change in period | -4.92% |
| Release date | Apr 28, 2026 |
| Price on release | $301.24 |
| EPS estimate | $2.63 |
| EPS actual | $2.65 |
| EPS surprise | 0.760% |
| Date | Price |
|---|---|
| Apr 22, 2026 | $289.82 |
| Apr 23, 2026 | $294.40 |
| Apr 24, 2026 | $293.35 |
| Apr 27, 2026 | $298.10 |
| Apr 28, 2026 | $301.24 |
| Apr 29, 2026 | $296.57 |
| Apr 30, 2026 | $305.75 |
| May 01, 2026 | $302.99 |
| May 04, 2026 | $303.99 |
| 4 days before | 3.94% |
| 4 days after | 0.91% |
| On release day | -1.55% |
| Change in period | 4.89% |
Applied Industrial Technologies Earnings Call Transcript Summary of Q1 2026
Applied Industrial Technologies started fiscal 2026 with a strong quarter: consolidated sales rose 9.2% (3% organic), EBITDA grew 13.4% (12.2% margin, +46 bps) and EPS rose 11.4% to $2.63. Service Centers led organic growth (4.4%) and leveraged sales into ~10% segment EBITDA growth and margin expansion. Engineered Solutions sales were boosted by acquisitions (+19.4% reported) while organic sales were down slightly; however orders were positive (~+5% organically) and book-to-bill >1, giving management confidence in a stronger back half. Hydradyne integration is progressing well — sequential EBITDA from Hydradyne rose >20% — and is expected to be accretive as synergies and cross-selling ramp. Management achieved ~17% incremental EBITDA margins in Q1, continues to target mid- to high-teen incremental annual margins, and reiterated full-year sales guidance (~4%–7%, ~1%–4% organic) while modestly raising fiscal 2026 EPS guidance to $10.10–$10.85. Cash generation remains strong (Q1 free cash flow $112M, 111% conversion), balance sheet healthy (net leverage ~0.3x), and the company plans continued M&A activity, dividend growth and share repurchases (Q1 repurchases ~$53M). Management expects near-term choppiness due to seasonality and trade-policy uncertainty but sees improving underlying demand across machinery, metals, fluid power, discrete automation, life sciences and data center-related opportunities, with much of Engineered Solutions conversion weighted to the back half of the year.
