Analyst Consensus ?
ConsensusBuy16 ratings
Bullish1062.5%
Neutral637.5%
Bearish00.0%
Applied Industrial Technologies, Inc. · AIT · FY2025 Q1 · Calendar Q4 2024
Applied Industrial: EPS Outlook Raised as Orders Improve
The quarter provides evidence for a cautiously constructive view: resilient Service Center activity, stronger Engineered Solutions orders, cash generation, and higher EPS guidance support the growth case, while the organic sales decline and demand uncertainty argue for continued testing rather than confirmation.
Reported Before market openNYSEIndustrials
$12.14B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$2.36
Consensus $2.25
EPS surprise
+4.9%
Reported versus consensus
Reported revenue
$1.10B
Consensus $1.09B
Revenue surprise
+0.8%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+3.6%
Event window
SPY move
+0.2%
Same window
Abnormal move
+3.4%
Stock minus SPY
Volume
3.4×
Versus trailing sessions
Subsequent drift
+16.1%
Up to 20 sessions
AITSPY benchmark
Ask FN2 about AIT FY2025 Q1
Transcript, numbers and history already loaded
Why did AIT rise 3.6% after beating EPS estimates in FY2025 Q1?What changed in AIT's guidance and outlook in FY2025 Q1?Give me the bull and bear case for AIT after FY2025 Q1 earnings.
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Transcript intelligence
What changed
Compared with the prior quarter, EPS guidance was raised while sales and margin guidance were maintained. The current analysis also emphasizes record free-cash generation and double-digit order growth in selected Engineered Solutions customers, alongside continued investment and acquisition activity.
Guidance delta
EPS guidance was raised; sales guidance and full-year margin guidance were maintained.
Key takeaways
- Organic daily sales declined 3% year over year, while cash generation was a record.
- Engineered Solutions showed double-digit order growth in automation and technology-focused fluid power.
- Service Center activity remained stable, and management expects margin improvement in the balance of the year.
- The quarter supports a constructive operating trajectory, but end-market softness and macro uncertainty remain material checks.
Management priorities
- Invest in automation, robotics, machine vision, and fluid-power engineering capabilities.
- Expand capacity in the Pacific Northwest and other strategic locations.
- Pursue aligned bolt-on and midsized acquisitions.
- Accelerate digital sales tools, AI-enabled sales tools, automation, and e-commerce platforms.
- Maintain share buybacks while funding high-return organic projects.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$330.48Current
$210Low
$326.07Average
$420High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 18, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Mizuho | Outperform | Outperform | Maintain | Oct 15, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | Aug 14, 2026 |
| Keybanc | Overweight | Overweight | Maintain | Aug 14, 2026 |
| DA Davidson | Buy | Buy | Maintain | Aug 14, 2026 |
| Baird | Outperform | Outperform | Maintain | Aug 14, 2026 |
| B of A Securities | Buy | Buy | Maintain | Aug 14, 2026 |
| Raymond James | Market Perform | Outperform | Downgrade | Aug 15, 2025 |
| Loop Capital | Buy | Buy | Maintain | Apr 17, 2025 |
| Wells Fargo | Overweight | Overweight | Maintain | Apr 5, 2021 |
| Sidoti & Co. | Neutral | Neutral | Maintain | Dec 9, 2019 |
| Longbow Research | Buy | Neutral | Upgrade | Mar 8, 2019 |
| Avondale Partners | Market Perform | Market Perform | Maintain | Mar 21, 2016 |
| BB&T Capital | Buy | Hold | Upgrade | Jul 7, 2014 |
| CJS Securities | Market Perform | Market Outperform | Downgrade | Aug 15, 2013 |
| Wunderlich Securities | Hold | Buy | Downgrade | Aug 2, 2013 |
| Wunderlich | Hold | Buy | Downgrade | Aug 2, 2013 |
Named analyst price targets
Upside is calculated against the persisted current price $330.48. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Mizuho Securities | Analyst unavailable | $390 | $335 | +18.0% | Oct 15, 2026 |
| Industrial Alliance Securities | Chris Dankert | $400 | $360.39 | +21.0% | Aug 14, 2026 |
| Oppenheimer | Analyst unavailable | $390 | $362.17 | +18.0% | Aug 14, 2026 |
| Industrial Alliance Securities | Analyst unavailable | $390 | $357.62 | +18.0% | Aug 14, 2026 |
| Robert W. Baird | Analyst unavailable | $400 | $357.62 | +21.0% | Aug 14, 2026 |
| Mizuho Securities | Brett Linzey | $400 | $357.62 | +21.0% | Aug 14, 2026 |
| KeyBanc | Analyst unavailable | $420 | $357.62 | +27.1% | Aug 14, 2026 |
| Mizuho Securities | Brett Linzey | $355 | $335.94 | +7.4% | Jul 21, 2026 |
| Industrial Alliance Securities | Chris Dankert | $380 | $316.18 | +15.0% | Jun 15, 2026 |
| Oppenheimer | Christopher Glynn | $350 | $301.24 | +5.9% | Apr 29, 2026 |
| Robert W. Baird | Analyst unavailable | $317 | $301.24 | -4.1% | Apr 29, 2026 |
| KeyBanc | Analyst unavailable | $300 | $262.34 | -9.2% | Jan 28, 2026 |
| Mizuho Securities | Brett Linzey | $305 | $258.03 | -7.7% | Oct 29, 2025 |
| Industrial Alliance Securities | Sabrina Abrams | $290 | $267.11 | -12.2% | Aug 22, 2025 |
| Oppenheimer | Chris Glynn | $235 | $232.36 | -28.9% | Oct 24, 2024 |
| Mizuho Securities | Brett Linzey | $285 | $229.98 | -13.8% | Oct 21, 2024 |
| KeyBanc | Ken Newman | $245 | $218.77 | -25.9% | Sep 23, 2024 |
| Robert W. Baird | David Manthey | $210 | $203.62 | -36.5% | Aug 29, 2024 |
| Loop Capital Markets | Chris Dankert | $230 | $199.67 | -30.4% | Aug 16, 2024 |
| KeyBanc | Steve Barger | $215 | $199.95 | -34.9% | Aug 16, 2024 |
| Loop Capital Markets | Chris Dankert | $215 | $183.59 | -34.9% | Apr 29, 2024 |
| KeyBanc | Ken Newman | $140 | $113.43 | -57.6% | Aug 12, 2022 |
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Start freeCompany context
Snapshot as of publicationApplied Industrial Technologies, Inc. (AIT) is a prominent distributor specializing in advanced solutions for industrial motion, power, control, and automation. Its operational footprint extends across North America, Australia, New Zealand, and Singapore. The company structures its operations into two main divisions: Service Center Based Distribution and Fluid Power & Flow Control. AIT's extensive product portfolio encompasses a wide range of industrial components and systems, including bearings, power transmission equipment, engineered fluid power systems, specialized flow control mechanisms, cutting-edge automation products, various industrial rubber items, linear motion components, and essential tools, safety gear, and oilfield provisions.…
Historical context
All AIT earningsIndustrials peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| JBHT J.B. Hunt Transport Services, Inc. | FY2026 Q3 · Calendar Q4 2026 | +0.6% | -2.0% | J.B. Hunt: Strong demand, but margin repair remains central |
| FAST Fastenal Company | FY2026 Q3 · Calendar Q4 2026 | +3.3% | +1.1% | Fastenal Q3: Share Gains and Digital Adoption Lift Growth |
Latest beats and misses
Who reports nextBeat on EPS
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2024-11-10T18:38:36.707185+00:00
- Polygon adjusted daily market bars · 2026-10-18T01:40:42.833547+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-18T01:40:42.830523+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-18. For educational purposes only; not investment advice.