Applied Industrial Technologies, Inc. · AIT · Next earnings

Applied Industrial Technologies, Inc. reports Tuesday, Jan 26, 2027

AIT reports before market open with consensus EPS at $2.79 and revenue at $1.26B. Last quarter: AIT raises FY27 EPS outlook as Engineered Solutions leads growth

Reports Before market open82 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $2.79 Calendar consensus
Consensus revenue $1.26B Calendar consensus
Report date Jan 26, 2027 Tuesday, date estimated
Session Before market open 82 days away

Where AIT left off: FY2027 Q1

Full report

AIT raises FY27 EPS outlook as Engineered Solutions leads growth

EPS surprise +2.8% Reported $2.97 vs $2.89
Revenue surprise -0.0% Reported $1.29B vs $1.29B
Stock move -8.3% Event window
Subsequent drift 0.0% Up to 20 sessions

Full-year EPS guidance was raised to $11.70-$12.20; sales guidance was maintained at 4%-6.5% growth.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Service Center profitability and margin compression.
  • Trade policy and macroeconomic pressure on demand.
  • Soft demand in Canada and Mexico.
  • Uncertainty around incremental full-year margin improvement.

Questions analysts left open

  • Whether automation growth can remain durable relative to peers.
  • The size and composition of Engineered Solutions orders.
  • The effect of inflation, freight and trade policy on margins and demand.

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Recent AIT quarters

All AIT earnings
-8.3%FY2027 Q1+1.5%FY2026 Q4+1.1%FY2026 Q3-0.8%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2027 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.