Price (90d)
$358.69Signal Score (90d)
73Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2026 | $4.97B | $414.52M | $11.09 |
| 2025 | $4.56B | $392.99M | $10.26 |
| 2024 | $4.48B | $385.76M | $9.98 |
| 2023 | $4.41B | $346.74M | $8.98 |
| 2022 | $3.81B | $257.41M | $6.69 |
Social Signal Score
Earnings
Tue, Oct 27(in 2 months)
Consensus estimate $2.83 per share
Typical surprise +6.5% (median, so one quarter with a near-zero estimate can't distort it)
- Thu, Aug 13$3.17 vs $2.92beat
- Tue, Apr 28$2.65 vs $2.63beat
- Tue, Jan 27$2.51 vs $2.48beat
- Tue, Oct 28$2.63 vs $2.48beat
- Thu, Aug 14$2.80 vs $2.63beat
- Thu, May 1$2.57 vs $2.40beat
Estimates and results for AIT via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Valuation
Project earnings forward and see what return today's price implies.
Seeded from AIT's reported EPS growth of 13.5% a year over 4 years.
- EPS in 5 years
- $20.89
- Implied price
- $626.68
- Return from $361.95
- 11.6% a year
To earn 15.0% a year on these assumptions you'd need to buy at $311.57 — -13.9% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 20 | 25 | 30 | 35 | 40 |
|---|---|---|---|---|---|
| 3.5% | -6.2% | -1.9% | 1.8% | 5.0% | 7.8% |
| 8.5% | -1.6% | 2.9% | 6.7% | 10.0% | 13.0% |
| 13.5% | 2.9% | 7.6% | 11.6% | 15.1% | 18.2% |
| 18.5% | 7.4% | 12.3% | 16.5% | 20.2% | 23.4% |
| 23.5% | 12.0% | 17.1% | 21.4% | 25.2% | 28.6% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Mentions (8)
- Newszacks.com·1d ago·Positive
AIT Q4 Earnings Beat Estimates on Strong Organic Sales Growth Applied Industrial's Q4 earnings and sales top estimates, while organic growth and margin gains support its upbeat fiscal 2027 outlook.
View source ↗ - News (RSS)yahoo·1d ago·Neutral
Applied Industrial Technologies, Inc. Q4 2026 Earnings Call Summary
View source ↗ - Newsmarketbeat.com·1d ago·Positive
Applied Industrial Technologies Q4 Earnings Call Highlights Applied Industrial Technologies NYSE: AIT reported record fourth-quarter sales and earnings that exceeded its expectations, supported by improving industrial demand, stronger volumes and operating leverage. The company said organic sales rose 9.7% year over year, its strongest growth rate in more than three years, while reported sales increased 10.4%.
View source ↗ - News (Marketaux)rttnews.com·2d ago·Positive
Applied Industrial Sees Growth In FY27; Stock Up 4.2% - Update While reporting financial results for th[+342 characters]
View source ↗ - Newszacks.com·2d ago·Positive
Applied Industrial Technologies (AIT) Q4 Earnings and Revenues Top Estimates Applied Industrial Technologies (AIT) came out with quarterly earnings of $3.17 per share, beating the Zacks Consensus Estimate of $2.92 per share. This compares to earnings of $2.8 per share a year ago.
View source ↗ - Newsbusinesswire.com·2d ago·Neutral
…arter and Full-Year Results; Issues Fiscal 2027 Guidance, Increases Intermediate Financial Targets CLEVELAND--(BUSINESS WIRE)--Applied Industrial Technologies (NYSE: AIT), a leading value-added distributor and technical solutions provider of industrial motion, fluid power, flow control, automation technologies, and related maintenance supplies, today reported results for its fiscal 2026 fourth quarter and full year ended June 30, 2026. Net sales for the quarter of $1.4 billion increased 10.4% ov…
View source ↗ - Newsbenzinga.com·2d ago·Neutral
Top Wall Street Forecasters Revamp Applied Industrial Technologies Expectations Ahead Of Q4 Earnings Applied Industrial Technologies, Inc. (NYSE:AIT) will release its fourth quarter earnings report before the opening bell on Thursday, Aug. 13.
View source ↗ - Newszacks.com·5d ago·Neutral
Applied Industrial Technologies (AIT) Q4 Earnings on the Horizon: Analysts' Insights on Key Performance Measures Beyond analysts' top-and-bottom-line estimates for Applied Industrial Technologies (AIT), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2026.
View source ↗