fool.comAUG 202 min read$AIT

Applied Industrial (AIT) Q4 2026 Earnings Call Transcript

Applied Industrial (AIT) reported Q4 2026 net sales of $1.4B, up 10.4% YoY, with EPS of $3.17, up 13.2%. Organic sales grew 9.7%, with strong performance in automation and services. The company raised its 5-year sales target to $7B and EBITDA margin target to 14%. Fiscal 2027 guidance includes 4-6.5% revenue growth and $11.65-$12.15 EPS, with risks including geopolitical uncertainty and higher LIFO expenses. Management highlighted growth in automation, robotics, and technical solutions.

Original reporting

fool.com

Published Aug 20, 2026, 7:00 PM UTC

Analysis

alphai AI DeskAI-generated

Added to alphai Aug 20, 2026, 7:06 PM UTC. Informational, not investment advice.

How this was made

alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.

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Applied Industrial (AIT) Q4 2026 Earnings Call Transcript — source image — Source · fool.com

Decision brief

The 30-second read

$AITBullishHigh

Why it matters

Earnings beat and raised guidance likely drive short-term price rally; low leverage supports capacity for acquisitions.

Market read

Earnings release is a primary catalyst for AIT stock, with implications for the broader industrial automation sector.

What to watch

Potential slowdown in metals demand could affect future growth.

Relevance 9/10Novelty 9/10Timing: post-earnings release

Background

Applied Industrial Technologies reported Q4 2026 results and FY2027 outlook.

Company-level read

Ticker impact

AI estimates · verify against primary disclosures

$AITBullishHigh confidence

Context

Q4 2026 earnings release with net sales $1.4B, EPS $3.17 and FY2027 guidance, first report of these numbers.

Expected impact

Potential price appreciation on earnings beat and raised guidance.

Evidence & confidence

Material earnings beat, higher EPS, and raised FY2027 guidance provide clear catalyst for near-term buying.

Market effects

Sector

Positive for industrial automation and engineered solutions sector.

Regional

U.S. industrials may see uplift.

Global

Limited to industrial automation niche.

Counterpoint

What could challenge this read

Higher LIFO expense and geopolitical risks could pressure margins.

Key entities

Executive
Neil A. Schrimsher
CEO providing guidance and strategic commentary.
Executive
David K. Wells
CFO discussing LIFO expense impact.

Read at source ← All news

AUG 21

$AITHighAI 8/10

Applied Industrial’s (AIT) Record Quarter Reignites The Growth Story

Applied Industrial Technologies (AIT) reported Q4 organic sales growth of 9.7%, its fastest pace in over three years. Management raised long-term targets, including a sales goal of $7B and an EBITDA margin target of 14%. However, guidance for fiscal 2027 anticipates slower growth of 4% to 6.5%, citing tougher comparisons and geopolitical uncertainties. The company generated $461M in free cash flow, returned $317M to shareholders, and increased its dividend by 11%.

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AUG 20

$AITHighAI 8/10

Applied Industrial’s Q2 Earnings Call: Our Top 5 Analyst Questions

Applied Industrial (AIT) reported Q2 revenue of $1.35B, beating estimates by 4.6%, and EPS of $3.17, exceeding expectations by 8.7%. Growth was driven by automation solutions and technical maintenance activity. CEO Neil Schrimsher highlighted volume-driven sales growth. The company's market cap is $12.7B. Management discussed capital expenditures, automation trends, and order growth during the earnings call. AIT stock is currently trading at $346.23, down from $352.29 pre-earnings.

financialcontent.com2 min

AUG 16

$AITMed

Will AIT’s Rising Earnings And M&A Firepower Redefine Applied Industrial Technologies' (AIT) Narrative

Simply Wall St reports Applied Industrial Technologies (AIT) posted higher fourth-quarter and full-year sales and net income, and issued fiscal 2027 guidance for EPS of $11.65 to $12.15 and sales growth of 4.0% to 6.5% excluding future M&A and buybacks. Management cited about $2.0B balance-sheet capacity and an active acquisition pipeline to support inorganic growth.

simplywall.st3 min

AUG 15

$AITMedAI 8/10

Applied Industrial Technologies beats Q4 estimates with record sales

Applied Industrial Technologies (NYSE: AIT) reported Q4 EPS of $3.17 versus $2.91 expected, and sales of $1.40B versus $1.29B consensus. The company cited record Q4 results and 10% organic sales growth. Analysts at Mizuho and Baird raised AIT price targets to $400. FY2027 guidance calls for GAAP EPS $11.65-$12.15 and sales $5.166B-$5.290B.

scanx.trade4 min

AUG 14

$AITHighAI 9/10

AIT Q4 Earnings Beat Estimates on Strong Organic Sales Growth

Applied Industrial Technologies (AIT) reported Q4 FY2026 earnings of $3.17/share, above the $2.92 consensus, with net sales of $1.35B vs $1.29B. FY2026 earnings were $10.95/share and net sales $4.97B. Service Center and Engineered Solutions segments grew; EBITDA margin expanded. FY2027 outlook: sales +4% to 6.5%, EBITDA margin 12.5% to 12.8%, EPS $11.65 to $12.15.

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