Analyst Consensus ?
ConsensusBuy16 ratings
Bullish1062.5%
Neutral637.5%
Bearish00.0%
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
What drove AIT's +0.9% move after FY2025 Q2 earnings?What changed in AIT's guidance and outlook in FY2025 Q2?Give me the bull and bear case for AIT after FY2025 Q2 earnings.
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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.
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Estimate
Beat
Miss
Match
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.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Oppenheimer | Outperform | Outperform | Maintain | Aug 14, 2026 |
| Mizuho | 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 $335.38. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Industrial Alliance Securities | Chris Dankert | $400 | $360.39 | +19.3% | Aug 14, 2026 |
| Oppenheimer | Analyst unavailable | $390 | $362.17 | +16.3% | Aug 14, 2026 |
| Industrial Alliance Securities | Analyst unavailable | $390 | $357.62 | +16.3% | Aug 14, 2026 |
| Robert W. Baird | Analyst unavailable | $400 | $357.62 | +19.3% | Aug 14, 2026 |
| Mizuho Securities | Brett Linzey | $400 | $357.62 | +19.3% | Aug 14, 2026 |
| KeyBanc | Analyst unavailable | $420 | $357.62 | +25.2% | Aug 14, 2026 |
| Mizuho Securities | Brett Linzey | $355 | $335.94 | +5.9% | Jul 21, 2026 |
| Industrial Alliance Securities | Chris Dankert | $380 | $316.18 | +13.3% | Jun 15, 2026 |
| Oppenheimer | Christopher Glynn | $350 | $301.24 | +4.4% | Apr 29, 2026 |
| Robert W. Baird | Analyst unavailable | $317 | $301.24 | -5.5% | Apr 29, 2026 |
| KeyBanc | Analyst unavailable | $300 | $262.34 | -10.5% | Jan 28, 2026 |
| Mizuho Securities | Brett Linzey | $305 | $258.03 | -9.1% | Oct 29, 2025 |
| Industrial Alliance Securities | Sabrina Abrams | $290 | $267.11 | -13.5% | Aug 22, 2025 |
| Oppenheimer | Chris Glynn | $235 | $232.36 | -29.9% | Oct 24, 2024 |
| Mizuho Securities | Brett Linzey | $285 | $229.98 | -15.0% | Oct 21, 2024 |
| KeyBanc | Ken Newman | $245 | $218.77 | -26.9% | Sep 23, 2024 |
| Robert W. Baird | David Manthey | $210 | $203.62 | -37.4% | Aug 29, 2024 |
| Loop Capital Markets | Chris Dankert | $230 | $199.67 | -31.4% | Aug 16, 2024 |
| KeyBanc | Steve Barger | $215 | $199.95 | -35.9% | Aug 16, 2024 |
| Loop Capital Markets | Chris Dankert | $215 | $183.59 | -35.9% | Apr 29, 2024 |
| KeyBanc | Ken Newman | $140 | $113.43 | -58.3% | 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
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| CPRT Copart, Inc. | FY2026 Q4 · Calendar Q3 2026 | -8.7% | -2.6% | Copart pairs international growth with ACV investment amid higher costs |
| SUNB Sunbelt Rentals Holdings Inc | FY2027 Q1 · Calendar Q3 2026 | +19.2% | +5.9% | Sunbelt raises FY27 outlook as specialty rental demand accelerates |
Latest beats and misses
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-01-15T00:03:22.707476+00:00
- Polygon adjusted daily market bars · 2026-10-11T12:30:42.247226+00:00
- 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.