Analyst Consensus ?
ConsensusBuy16 ratings
Bullish1062.5%
Neutral637.5%
Bearish00.0%
Applied Industrial Technologies, Inc. · AIT · FY2027 Q1 · Calendar Q4 2026
AIT raises EPS outlook as Engineered Solutions drives growth
AIT's fiscal 2027 first quarter supports a constructive operating picture: demand in Engineered Solutions, automation, fluid power, and flow control was strong, and management raised EPS guidance. The counterweight is uneven execution, with Service Center margins pressured and management maintaining a cautious tone.
Reported Before market openNYSEIndustrials
$11.93B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $2.89
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $1.29B
Revenue surprise
—
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-9.4%
Event window
SPY move
+0.5%
Same window
Abnormal move
-10.0%
Stock minus SPY
Volume
1.4×
Versus trailing sessions
Subsequent drift
0.0%
Up to 20 sessions
AITSPY benchmark
Ask FN2 about AIT FY2027 Q1
Transcript, numbers and history already loaded
What drove AIT's -9.4% move after FY2027 Q1 earnings?What changed in AIT's guidance and outlook in FY2027 Q1?Give me the bull and bear case for AIT after FY2027 Q1 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The quarter added evidence of stronger Engineered Solutions momentum, including a more than four-year-high backlog and a 30% order increase. Flow control returned to year-over-year growth, while Service Center performance remained more subdued; full-year EPS guidance was raised and sales guidance was maintained.
Guidance delta
Management raised full-year EPS guidance to $11.70-$12.20 while maintaining sales growth guidance of 4%-6.5%.
Key takeaways
- Q1 FY27 organic sales increased 7.1% year over year and EPS rose 12.7% to $2.97.
- Engineered Solutions posted 14% organic sales growth, a 30% increase in orders, and strong margin expansion.
- Service Center growth was 3.5% organically, with margins pressured by LIFO and softer Canada and Mexico demand.
Management priorities
- Invest in additional automation capacity and expand flow-control offerings.
- Pursue strategic acquisitions across Engineered Solutions and Service Center segments.
- Execute margin-improvement initiatives while continuing capital deployment.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$297.58Current
$210Low
$326.07Average
$420High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 27, 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 $297.58. 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 | +31.1% | Oct 15, 2026 |
| Industrial Alliance Securities | Chris Dankert | $400 | $360.39 | +34.4% | Aug 14, 2026 |
| Oppenheimer | Analyst unavailable | $390 | $362.17 | +31.1% | Aug 14, 2026 |
| Industrial Alliance Securities | Analyst unavailable | $390 | $357.62 | +31.1% | Aug 14, 2026 |
| Robert W. Baird | Analyst unavailable | $400 | $357.62 | +34.4% | Aug 14, 2026 |
| Mizuho Securities | Brett Linzey | $400 | $357.62 | +34.4% | Aug 14, 2026 |
| KeyBanc | Analyst unavailable | $420 | $357.62 | +41.1% | Aug 14, 2026 |
| Mizuho Securities | Brett Linzey | $355 | $335.94 | +19.3% | Jul 21, 2026 |
| Industrial Alliance Securities | Chris Dankert | $380 | $316.18 | +27.7% | Jun 15, 2026 |
| Oppenheimer | Christopher Glynn | $350 | $301.24 | +17.6% | Apr 29, 2026 |
| Robert W. Baird | Analyst unavailable | $317 | $301.24 | +6.5% | Apr 29, 2026 |
| KeyBanc | Analyst unavailable | $300 | $262.34 | +0.8% | Jan 28, 2026 |
| Mizuho Securities | Brett Linzey | $305 | $258.03 | +2.5% | Oct 29, 2025 |
| Industrial Alliance Securities | Sabrina Abrams | $290 | $267.11 | -2.5% | Aug 22, 2025 |
| Oppenheimer | Chris Glynn | $235 | $232.36 | -21.0% | Oct 24, 2024 |
| Mizuho Securities | Brett Linzey | $285 | $229.98 | -4.2% | Oct 21, 2024 |
| KeyBanc | Ken Newman | $245 | $218.77 | -17.7% | Sep 23, 2024 |
| Robert W. Baird | David Manthey | $210 | $203.62 | -29.4% | Aug 29, 2024 |
| Loop Capital Markets | Chris Dankert | $230 | $199.67 | -22.7% | Aug 16, 2024 |
| KeyBanc | Steve Barger | $215 | $199.95 | -27.8% | Aug 16, 2024 |
| Loop Capital Markets | Chris Dankert | $215 | $183.59 | -27.8% | Apr 29, 2024 |
| KeyBanc | Ken Newman | $140 | $113.43 | -53.0% | 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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|---|---|---|---|---|
| PCAR PACCAR Inc | FY2026 Q3 · Calendar Q4 2026 | — | -2.0% | PACCAR Q3: Parts Record, Supply Constraints Temper Outlook |
| WSO Watsco, Inc. | FY2026 Q3 · Calendar Q4 2026 | — | -2.1% | Watsco posts record Q3 as acquisitions lift sales and digital scale |
| HUBB Hubbell Incorporated | FY2026 Q3 · Calendar Q4 2026 | — | -5.1% | Hubbell: Strong Electrical Demand, Utility Constraints Temper Outlook |
| LECO Lincoln Electric Holdings, Inc. | FY2026 Q3 · Calendar Q4 2026 | — | +9.0% | Lincoln Electric raises outlook as automation demand and backlog strengthen |
| BA The Boeing Company | FY2026 Q3 · Calendar Q4 2026 | — | -9.5% | Boeing highlights 737 certification, defense wins and backlog |
| XYL Xylem Inc. | FY2026 Q3 · Calendar Q4 2026 | — | -11.6% | Xylem shifts portfolio as revenue guidance moves lower |
Latest beats and misses
Who reports nextBeat on EPS
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- CDNSFY2026 Q3 · October 26, 2026+2.9% EPS+1.8% move
- BAHFY2027 Q2 · October 23, 2026+18.9% EPS-0.3% move
- FCNCAFY2026 Q3 · October 23, 2026+19.9% EPS+8.2% move
Missed on EPS
- SUIFY2026 Q3 · October 26, 2026-20.0% EPS-4.1% move
- PSA-PIFY2026 Q3 · October 26, 2026-32.1% EPS— move
- PSA-PJFY2026 Q3 · October 26, 2026-32.1% EPS— move
- PSA-PHFY2026 Q3 · October 26, 2026-32.1% EPS— move
- PSA-PFFY2026 Q3 · October 26, 2026-32.1% EPS— move
- PSA-PSFY2026 Q3 · October 26, 2026-32.1% EPS— move
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Sources
- Earnings call transcript and parsed analysis · 2026-10-27T18:04:10.876472+00:00
- FN2 earnings calendar · 2026-10-27T01:23:15.065758+00:00
- Polygon adjusted daily market bars · 2026-10-27T18:10:42.517893+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-27T18:10:42.515160+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 2026-10-27. For educational purposes only; not investment advice.