Applied Industrial Technologies, Inc. · AIT · FY2025 Q2 · Calendar Q1 2025

AIT: Margin gains and Hydradyne support a raised outlook

The current analysis supports a constructive but conditional view: margin execution, Engineered Solutions demand, and Hydradyne integration could sustain growth, while end-market softness and execution risks remain material tests.

Reported Before market openNYSEIndustrials $12.40B market cap
80quality score

Earnings scorecard

Reported versus consensus
Reported EPS — Consensus $2.21
EPS surprise — Reported versus consensus
Reported revenue — Consensus $1.08B
Revenue surprise — Reported versus consensus

Market reaction

prior-close to event-session close
Stock move +0.9% Event window
SPY move -0.4% Same window
Abnormal move +1.3% Stock minus SPY
Volume 1.8× Versus trailing sessions
Subsequent drift -3.8% Up to 20 sessions
AITSPY benchmark

Ask FN2 about AIT FY2025 Q2

Transcript, numbers and history already loaded

Free account. Your question opens in FN2 with this report's transcript and numbers attached.

Transcript intelligence

What changed

Compared with the prior-quarter analysis, the focus shifted from a planned acquisition pipeline to execution of the completed Hydradyne acquisition. Management also paired stronger margin performance with a raised outlook while maintaining emphasis on automation, Engineered Solutions, and capital deployment.

Guidance delta

Management raised full-year guidance despite a soft end-market backdrop, citing acquisition contribution and operating initiatives.

Key takeaways

  • Sales were modestly lower, but margin expansion and cost controls supported the quarter.
  • Hydradyne adds fluid-power scale and cross-selling potential, with integration execution still to be demonstrated.
  • Engineered Solutions, automation, robotics, and break-fix demand remain central growth priorities.
  • Cash generation and balance-sheet capacity support continued investment, acquisitions, buybacks, and dividend growth.

Management priorities

  • Integrate Hydradyne and pursue cross-selling opportunities.
  • Grow Engineered Solutions through fluid power, flow control, automation, and robotics.
  • Continue bolt-on acquisitions, facility expansion, technology investment, and disciplined capital allocation.

Follow AIT with an agent that reads every filing, transcript, and price print. Free to start.

Try FN2 free

Earnings History

Estimate Beat Miss Match
AIT EPS earnings history estimate and actual scatter chart 9 reported fiscal quarters and 4 future estimate-only quarters. Q3 '24 estimate $2.40 Q3 '24 actual $2.48, beat Q4 '24 estimate $2.51 Q4 '24 actual $2.64, beat Q1 '25 estimate $2.25 Q1 '25 actual $2.36, beat Q4 '25 estimate $2.63 Q4 '25 actual $2.80, beat Q1 '26 estimate $2.48 Q1 '26 actual $2.63, beat Q2 '26 estimate $2.48 Q2 '26 actual $2.51, beat Q3 '26 estimate $2.63 Q3 '26 actual $2.65, beat Q4 '26 estimate $2.92 Q4 '26 actual $3.17, beat Q1 '27 estimate $2.88 Q2 '27 estimate $2.79 Q3 '27 estimate $2.99 Q4 '27 estimate $3.36
Show 1 more >

Analyst Consensus ?

ConsensusBuy16 ratings
Bullish1062.5%
Neutral637.5%
Bearish00.0%

Analyst 52W Price Targets

$335.38Current
$210Low
$321.15Average
$420High

Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 11, 2026. Not an FN2 forecast.

Firm-level rating actions

FMP grade actions identify the grading firm, not a named analyst.

FirmRatingPrior ratingActionDate
Oppenheimer Outperform OutperformMaintainAug 14, 2026
Mizuho Outperform OutperformMaintainAug 14, 2026
Keybanc Overweight OverweightMaintainAug 14, 2026
DA Davidson Buy BuyMaintainAug 14, 2026
Baird Outperform OutperformMaintainAug 14, 2026
B of A Securities Buy BuyMaintainAug 14, 2026
Raymond James Market Perform OutperformDowngradeAug 15, 2025
Loop Capital Buy BuyMaintainApr 17, 2025
Wells Fargo Overweight OverweightMaintainApr 5, 2021
Sidoti & Co. Neutral NeutralMaintainDec 9, 2019
Longbow Research Buy NeutralUpgradeMar 8, 2019
Avondale Partners Market Perform Market PerformMaintainMar 21, 2016
BB&T Capital Buy HoldUpgradeJul 7, 2014
CJS Securities Market Perform Market OutperformDowngradeAug 15, 2013
Wunderlich Securities Hold BuyDowngradeAug 2, 2013
Wunderlich Hold BuyDowngradeAug 2, 2013
Show less

Named analyst price targets

Upside is calculated against the persisted current price $335.38. FMP does not supply a rating on these named-analyst rows.

FirmAnalyst52W targetPrice when postedUpsideDate
Industrial Alliance SecuritiesChris Dankert$400$360.39 +19.3%Aug 14, 2026
OppenheimerAnalyst unavailable$390$362.17 +16.3%Aug 14, 2026
Industrial Alliance SecuritiesAnalyst unavailable$390$357.62 +16.3%Aug 14, 2026
Robert W. BairdAnalyst unavailable$400$357.62 +19.3%Aug 14, 2026
Mizuho SecuritiesBrett Linzey$400$357.62 +19.3%Aug 14, 2026
KeyBancAnalyst unavailable$420$357.62 +25.2%Aug 14, 2026
Mizuho SecuritiesBrett Linzey$355$335.94 +5.9%Jul 21, 2026
Industrial Alliance SecuritiesChris Dankert$380$316.18 +13.3%Jun 15, 2026
OppenheimerChristopher Glynn$350$301.24 +4.4%Apr 29, 2026
Robert W. BairdAnalyst unavailable$317$301.24 -5.5%Apr 29, 2026
KeyBancAnalyst unavailable$300$262.34 -10.5%Jan 28, 2026
Mizuho SecuritiesBrett Linzey$305$258.03 -9.1%Oct 29, 2025
Industrial Alliance SecuritiesSabrina Abrams$290$267.11 -13.5%Aug 22, 2025
OppenheimerChris Glynn$235$232.36 -29.9%Oct 24, 2024
Mizuho SecuritiesBrett Linzey$285$229.98 -15.0%Oct 21, 2024
KeyBancKen Newman$245$218.77 -26.9%Sep 23, 2024
Robert W. BairdDavid Manthey$210$203.62 -37.4%Aug 29, 2024
Loop Capital MarketsChris Dankert$230$199.67 -31.4%Aug 16, 2024
KeyBancSteve Barger$215$199.95 -35.9%Aug 16, 2024
Loop Capital MarketsChris Dankert$215$183.59 -35.9%Apr 29, 2024
KeyBancKen Newman$140$113.43 -58.3%Aug 12, 2022
Show less

Track every rating change on AIT the moment it posts. Free to start.

Start free

Company context

Snapshot as of publication

Applied 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 earnings

Industrials peers this season

Latest reports in the same sector

Latest beats and misses

Who reports next

Get the AIT recap when the next report posts

One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.

Sources

  1. Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
  2. FN2 earnings calendar · 2025-01-15T00:03:22.707476+00:00
  3. Polygon adjusted daily market bars · 2026-10-11T12:30:42.247226+00:00
  4. Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-11T12:30:42.244262+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 2026-10-11. For educational purposes only; not investment advice.