AIT
Applied Industrial Technologies, Inc.
Applied Industrial Technologies (AIT) FY2026 (Q4) earnings
Published Aug 13, 2026
AI summary
- Revenue $1.35B, up 10% from $1.22B a year ago.
- GAAP EPS $3.17 beat the $2.92 consensus by $0.25, up from $2.80 a year ago.
- Fourth quarter net sales rose 10.4% year-over-year to $1.4 billion.
- Quarterly net income increased 13.2% to $118.6 million, or $3.17 per share.
- Organic sales grew 9.7% in the quarter, driven by gains in both the Engineered Solutions and Service Center segments.
Results vs analyst consensus
Revenue
Reported
$1.35B
Consensus not captured before release
Not verified against provider data.
+10% YoY
EPS · GAAP (street basis)
Reported · Diluted EPS (GAAP, street basis)
$3.17
Consensus $2.92
Beat by $0.25GAAP EPS: $3.17
Consensus: Yahoo Finance · FY2026 (Q4) · EPS estimate at release
Revenue display rounded; difference uses exact result.
Next quarter outlook
$11.65–$12.15
fiscal 2027 EPS guidance (GAAP)
Next-quarter consensus not captured before release.
What to watch
- Results include LIFO expenses of $6.4 million for the quarter and $21.5 million for the full year.
- Guidance incorporates macro uncertainty related to geopolitical events, trade policy, and inflationary headwinds.
Read original report
Source: Applied Industrial Technologies, Inc. press release · SEC Form 8-K exhibit 99.1