$347.42
▲ +1.8% Today
as of Jul 22, 16:45 ET
Last 30 days
Recent Press Releases & News
AIT: Raising target price to $378.00
Applied Industrial Technologies to Report Fiscal Fourth Quarter Earnings and Conduct Conference Call on August 13, 2026
Are Industrial Products Stocks Lagging Applied Industrial Technologies (AIT) This Year?
Overview
52-week range
$223
$317
100% of range
Avg surprise (last 2)
+7.4%
Avg reaction (last 1)
-6.0%
0% positive
Latest IV / EM
32%
EM ±7.4% · $340 · Aug 21
Earnings trends
EPS — actual vs estimate
Actual Estimate
Revenue vs Net Income
Revenue Net income
Earnings history
| Date | Period | Actual EPS | Est | Surprise | YoY %Δ | Day react | Source |
|---|---|---|---|---|---|---|---|
| Tue Mar 31, 2026 | Mar 2026 | $2.65 | — | — | — | — | financials |
| Wed Dec 31, 2025 | Dec 2025 | $2.51 | — | — | — | — | financials |
| Tue Sep 30, 2025 | Sep 2025 | $2.63 | — | — | — | — | financials |
| Thu Aug 14, 2025 | Jun/2025 | $2.80 | $2.60 | +7.7% | — | — | earnings |
| Thu May 1, 2025 | Mar/2025 | $2.57 | $2.40 | +7.1% | — | -6.0% | earnings |
| Tue Dec 31, 2024 | Dec 2024 | $2.39 | — | — | — | — | financials |
| Mon Sep 30, 2024 | Sep 2024 | $2.36 | — | — | — | — | financials |
| Sun Mar 31, 2024 | Mar 2024 | $2.48 | — | — | — | — | financials |
| Sun Dec 31, 2023 | Dec 2023 | $2.32 | — | — | — | — | financials |
| Sat Sep 30, 2023 | Sep 2023 | $2.39 | — | — | — | — | financials |
Upcoming
| Date | Fiscal | Time | EPS Est | LY EPS | YoY %Δ |
|---|---|---|---|---|---|
| Thu Aug 13, 2026 | Jun/2026 | BMO | $2.91 | $2.80 | +3.9% |
Financials
Income statement (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | — | — | — | — | — | — | — | — |
| Cost of revenue | $871M | $810M | $838M | — | $811M | $745M | $774M | — |
| Gross profit | $381M | $353M | $361M | — | $355M | $328M | $325M | — |
| Operating income | $138M | $123M | $129M | — | $129M | $121M | $113M | — |
| Net income | $100M | $95M | $101M | — | $100M | $93M | $92M | — |
| EPS (diluted) | $2.65 | $2.51 | $2.63 | — | $2.57 | $2.39 | $2.36 | — |
Balance sheet (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | — | — | $419M | $388M | — | — | — | — |
| Inventory | $526M | $529M | $522M | $505M | $501M | $518M | $498M | $488M |
| Total current assets | $1.58B | $1.75B | $1.77B | $1.75B | $1.69B | $1.61B | $1.81B | $1.77B |
| Total assets | $2.99B | $3.16B | $3.19B | $3.18B | $3.12B | $3.04B | $3.00B | $2.95B |
| Long-term debt | $347M | $572M | $572M | $572M | $572M | $572M | $572M | $572M |
| Total liabilities | $1.13B | $1.28B | $1.30B | $1.33B | $1.29B | $1.25B | $1.25B | $1.26B |
| Total equity | $1.86B | $1.87B | $1.88B | $1.84B | $1.83B | $1.79B | $1.75B | $1.69B |