Applied Industrial (NYSE: AIT) director sells shares at about $340

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%.

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.

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.

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.

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.

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.