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
Revenue
Revenue & Expenses
AIT has released its 2026 Q2 earnings report, with revenue of 1.16B, reflecting a YoY change of 8.39%, and net profit of 95.35M, showing a YoY change of 2.21%. The Sankey diagram below clearly presents AIT's revenue sources and cost distribution.
Key Indicators
Applied Industrial Technologies (AIT) key financial stats and ratios, covering profitability, financial health, and leverage.
Applied Industrial Technologies (AIT)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Breakdown
Applied Industrial Technologies (AIT)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Breakdown
Applied Industrial Technologies (AIT)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Breakdown
Where does Applied Industrial Technologies (AIT) generate its revenue? Explore its key revenue streams and top earning regions.
By Business
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Track Applied Industrial Technologies (AIT) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
Payout Ratio
Dividend Yield
You can ask Aime
What factors drove the changes in Applied Industrial Technologies's revenue and profit?What is Applied Industrial Technologies's latest dividend and current dividend yield?What guidance did Applied Industrial Technologies's management provide for the next earnings period?What were the key takeaways from Applied Industrial Technologies’s earnings call?What is the revenue and EPS growth rate for Applied Industrial Technologies year over year?Did Applied Industrial Technologies beat or miss consensus estimates last quarter?What does Applied Industrial Technologies do and what are its main business segments?What is the market's earnings forecast for Applied Industrial Technologies next quarter?
