AIT
Applied Industrial Technologies·NYSE
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AIT fundamentals
Applied Industrial Technologies (AIT) released its earnings on Jan 27, 2026: revenue was 1.16B (YoY +8.11%), missed estimates; EPS was 2.5 (YoY +4.60%), beat estimates.
Revenue / YoY
1.16B
+8.11%
EPS / YoY
2.5
+4.60%
Report date
Jan 27, 2026
AIT Earnings Call Summary for Q2,2026
- Revenue Growth: Organic sales +2.2% YoY, with January trending +mid-single digits. Engineered Solutions orders +10% YoY (highest in 4 years).
- Profitability: Gross margin 30.4% (-54bps YoY due to LIFO). Excluding LIFO, +34bps YoY. EBITDA margin 12.1% (-52bps YoY).
- Strategic Moves: Acquired Thompson Industrial Supply ($20M annual sales). Hydradyne contributed $30M EBITDA in first year. Dividend increased 11% Q2.
- Guidance Update: FY26 EPS $10.45-10.75, organic sales +2.5%-4%, LIFO $24-26M. Q3 EBITDA margin 12.2%-12.4%.
- Key Risks: LIFO expense ($7M Q2 vs. $1M prior year), macro uncertainty, and seasonal sales variability.
EPS
Actual | 1.02 | 0.8 | 0.89 | 0.98 | 1.37 | 1.5 | 1.36 | 1.46 | 1.75 | 2.02 | 1.97 | 2.09 | 2.38 | 2.31 | 2.42 | 2.24 | 2.51 | 2.58 | 2.36 | 2.39 | 2.57 | 2.84 | 2.63 | 2.5 | |||||||||||
Forecast | 1.008 | 0.68 | 0.635 | 0.7625 | 1.0472 | 1.1713 | 1.2636 | 1.0757 | 1.5148 | 1.6633 | 1.6333 | 1.6667 | 2.1533 | 2.17 | 2.0933 | 2.1067 | 2.4175 | 2.508 | 2.2525 | 2.2138 | 2.4113 | 2.625 | 2.4824 | 2.49 | |||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +1.19% | +17.65% | +40.16% | +28.52% | +30.83% | +28.06% | +7.63% | +35.73% | +15.53% | +21.45% | +20.61% | +25.40% | +10.53% | +6.45% | +15.61% | +6.33% | +3.83% | +2.87% | +4.77% | +7.96% | +6.58% | +8.19% | +5.95% | +0.40% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 830.80M | 725.08M | 747.81M | 751.29M | 840.94M | 895.89M | 891.68M | 876.87M | 980.66M | 1.06B | 1.06B | 1.06B | 1.13B | 1.16B | 1.10B | 1.08B | 1.15B | 1.16B | 1.10B | 1.07B | 1.17B | 1.22B | 1.20B | 1.16B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 858.94M | 739.29M | 727.30M | 736.73M | 816.92M | 843.61M | 877.01M | 850.87M | 926.33M | 977.43M | 988.51M | 996.47M | 1.12B | 1.12B | 1.10B | 1.06B | 1.13B | 1.19B | 1.08B | 1.08B | 1.17B | 1.18B | 1.19B | 1.17B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -3.28% | -1.92% | +2.82% | +1.98% | +2.94% | +6.20% | +1.67% | +3.06% | +5.87% | +8.60% | +7.48% | +6.40% | +1.50% | +3.68% | -0.58% | +1.71% | +1.29% | -2.09% | +1.50% | -0.31% | -0.47% | +3.50% | +0.99% | -0.79% |
Earnings Call
You can ask Aime
What guidance did Applied Industrial Technologies's management provide for the next earnings period?What does Applied Industrial Technologies do and what are its main business segments?What factors drove the changes in Applied Industrial Technologies's revenue and profit?Did Applied Industrial Technologies beat or miss consensus estimates last quarter?What were the key takeaways from Applied Industrial Technologies's earnings call?What is Applied Industrial Technologies's gross profit margin?What is the revenue and EPS growth rate for Applied Industrial Technologies year over year?What is the market's earnings forecast for Applied Industrial Technologies next quarter?
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