$AIT

Applied Industrial Technologies (AIT) reported record Q4 sales of $1.4B, up 10.4% YoY, with organic growth of 9.7%. Full-year sales reached $5B, up 8.8% YoY. However, guidance for fiscal 2027 projects slower growth of 4.0% to 6.5%. Q4 EBITDA rose 16.1% to $177.6M, with margins expanding by 60 basis points. Net income increased 13.2% to $118.6M, or $3.17 per share. Management cited tougher comparisons, inflation, and geopolitical risks as factors for the slower growth outlook.

Applied Industrial Director Peter C. Wallace sold 1,903 shares at an average price of $340.45, totaling $648,209. Post-sale, he directly owns 22,859 shares and indirectly owns 2,673 shares via a Deferred Compensation Plan, according to an SEC filing.

Applied Industrial (AIT) director Peter C. Wallace sold 1,904 shares at an average price of $340.45, with trades ranging from $340 to $340.65. He now holds 22,859 shares directly and 2,673.73 indirectly. The sale occurred on 2026-08-26 in an open-market or private transaction.

Wallace Peter C sold 1,904 shares of APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) at $340.45 ($0.65M total) on 2026-08-26.

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%.

Wells David K. (Vice President-CFO & Treasurer) sold 1,812 shares of APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) at $355.10 ($0.64M total) on 2026-08-18.

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.