Analyst Consensus ?
ConsensusBuy16 ratings
Bullish1062.5%
Neutral637.5%
Bearish00.0%
Applied Industrial Technologies, Inc. · AIT · FY2025 Q4 · Calendar Q3 2025
AIT: Record FY2025, cautious FY2026 growth outlook
The evidence is constructive but not conclusive: record results, resilient demand in technology and automation, productivity initiatives and acquisition contributions support continued growth, while mixed end markets, international softness and execution risks temper the case.
Reported Before market openNYSEIndustrials
$12.78B market cap
90quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$2.80
Consensus $2.63
EPS surprise
+6.5%
Reported versus consensus
Reported revenue
$1.22B
Consensus $1.18B
Revenue surprise
+3.5%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-1.0%
Event window
SPY move
+0.0%
Same window
Abnormal move
-1.0%
Stock minus SPY
Volume
1.4×
Versus trailing sessions
Subsequent drift
-3.6%
Up to 20 sessions
AITSPY benchmark
Ask FN2 about AIT FY2025 Q4
Transcript, numbers and history already loaded
Why did AIT fall 1.0% after beating EPS estimates in FY2025 Q4?What changed in AIT's guidance and outlook in FY2025 Q4?Give me the bull and bear case for AIT after FY2025 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The latest analysis emphasizes a record fiscal year, first-time gross-margin expansion above 30%, meaningful contribution from recent acquisitions and a maintained but prudent fiscal-year outlook. It also flags lower expected free-cash-flow conversion and continuing exposure to macro and working-capital pressures.
Guidance delta
Management maintained its outlook, balancing a confident operating tone with a cautious view of trade and interest-rate uncertainty.
Key takeaways
- Management described record fiscal-year sales, EBITDA, EPS and cash generation, with operating resilience supported by Engineered Solutions.
- Technology, data-center and automation demand were highlighted as important growth drivers.
- Recent acquisitions added inorganic growth and began contributing to EBITDA and EPS.
- The central question is whether pricing, productivity and acquisitions can offset mixed end-market visibility and macro uncertainty.
Management priorities
- Pursue additional strategic acquisitions.
- Invest in technology platforms, automation and service-center productivity.
- Use pricing analytics, AI and shared services to support margins.
- Maintain dividend growth and share repurchase programs.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$344.99Current
$210Low
$321.15Average
$420High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 6, 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 $344.99. 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 | +15.9% | Aug 14, 2026 |
| Oppenheimer | Analyst unavailable | $390 | $362.17 | +13.0% | Aug 14, 2026 |
| Industrial Alliance Securities | Analyst unavailable | $390 | $357.62 | +13.0% | Aug 14, 2026 |
| Robert W. Baird | Analyst unavailable | $400 | $357.62 | +15.9% | Aug 14, 2026 |
| Mizuho Securities | Brett Linzey | $400 | $357.62 | +15.9% | Aug 14, 2026 |
| KeyBanc | Analyst unavailable | $420 | $357.62 | +21.7% | Aug 14, 2026 |
| Mizuho Securities | Brett Linzey | $355 | $335.94 | +2.9% | Jul 21, 2026 |
| Industrial Alliance Securities | Chris Dankert | $380 | $316.18 | +10.1% | Jun 15, 2026 |
| Oppenheimer | Christopher Glynn | $350 | $301.24 | +1.5% | Apr 29, 2026 |
| Robert W. Baird | Analyst unavailable | $317 | $301.24 | -8.1% | Apr 29, 2026 |
| KeyBanc | Analyst unavailable | $300 | $262.34 | -13.0% | Jan 28, 2026 |
| Mizuho Securities | Brett Linzey | $305 | $258.03 | -11.6% | Oct 29, 2025 |
| Industrial Alliance Securities | Sabrina Abrams | $290 | $267.11 | -15.9% | Aug 22, 2025 |
| Oppenheimer | Chris Glynn | $235 | $232.36 | -31.9% | Oct 24, 2024 |
| Mizuho Securities | Brett Linzey | $285 | $229.98 | -17.4% | Oct 21, 2024 |
| KeyBanc | Ken Newman | $245 | $218.77 | -29.0% | Sep 23, 2024 |
| Robert W. Baird | David Manthey | $210 | $203.62 | -39.1% | Aug 29, 2024 |
| Loop Capital Markets | Chris Dankert | $230 | $199.67 | -33.3% | Aug 16, 2024 |
| KeyBanc | Steve Barger | $215 | $199.95 | -37.7% | Aug 16, 2024 |
| Loop Capital Markets | Chris Dankert | $215 | $183.59 | -37.7% | Apr 29, 2024 |
| KeyBanc | Ken Newman | $140 | $113.43 | -59.4% | Aug 12, 2022 |
Track every rating change on AIT the moment it posts. Free to start.
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 |
|---|---|---|---|---|
| CTAS Cintas Corporation | FY2027 Q1 · Calendar Q3 2026 | +3.0% | -3.4% | Cintas raises FY2027 guidance as Q1 growth broadens |
| PAYX Paychex, Inc. | FY2027 Q1 · Calendar Q3 2026 | +1.5% | -8.8% | Paychex maintains FY27 outlook as PEO and AI momentum strengthen |
| FPS Forgent Power Solutions, Inc. | FY2026 Q4 · Calendar Q3 2026 | +4.3% | +9.5% | Forgent Power Solutions pairs record results with an aggressive FY27 buildout |
| 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 |
| FRO Frontline Plc | FY2026 Q2 · Calendar Q3 2026 | +8.0% | +1.0% | Frontline posts a record quarter as tanker rates remain elevated |
Latest beats and misses
Who reports nextBeat on EPS
- ACNFY2026 Q4 · October 1, 2026+3.5% EPS+15.8% move
- MKCFY2026 Q3 · October 1, 2026+13.9% EPS-4.9% move
- NKEFY2027 Q1 · October 1, 2026+10.0% EPS-0.7% move
- CAGFY2027 Q1 · September 30, 2026+44.4% EPS-4.9% move
- FDSFY2026 Q4 · September 30, 2026+3.9% EPS+3.8% move
- JBLFY2026 Q4 · September 30, 2026+8.1% EPS-10.0% move
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
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-10-06T21:30:42.071615+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-06T21:30:42.068456+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 2026-10-06. For educational purposes only; not investment advice.