Applied Industrial Technologies Schedules Q2 FY2026 Earnings Release for January 27, 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 08 2026
0mins
Should l Buy AIT?
Source: Newsfilter
- Earnings Release Schedule: Applied Industrial Technologies will announce its fiscal Q2 2026 results on January 27, 2026, before market open, reflecting the company's ongoing growth in the industrial technology sector.
- Conference Call Details: The company will host a conference call at 10 a.m. ET on the same day to discuss quarterly results and outlook, which is expected to attract investor interest and enhance market transparency.
- Webcast Access: Investors can access a live audio webcast and supplemental presentation on the company's Investor Relations site, improving the convenience and timeliness of information retrieval.
- Replay Service: The conference call replay will be available for one week, ensuring that investors who cannot participate live can still access key information, thereby enhancing the effectiveness of investor relations management.
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Analyst Views on AIT
Wall Street analysts forecast AIT stock price to rise
3 Analyst Rating
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 279.030
Low
300.00
Averages
301.67
High
305.00
Current: 279.030
Low
300.00
Averages
301.67
High
305.00
About AIT
Applied Industrial Technologies, Inc. is a value-added distributor and technical solutions provider of industrial motion, fluid power, flow control, automation technologies, and related maintenance supplies. The Company’s segments include Service Center Based Distribution and Engineered Solutions. The Service Center Based Distribution segment operates through local service centers and distribution centers with a focus on providing products and services addressing the maintenance and repair of motion control infrastructure and production equipment. Its products include industrial bearings, motors, belting, drives, couplings, pumps, linear motion products, hydraulic and pneumatic components, filtration supplies, and hoses. The Engineered Solutions segment includes its operations that specialize in distributing, engineering, designing, integrating, and repairing hydraulic and pneumatic fluid power technologies, and engineered flow control products and services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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- Nasdaq Performance Strong: The Nasdaq 100 index increased by 0.88%, reaching a 2.75-month high, indicating investor optimism in AI infrastructure and semiconductor sectors, which propelled the broader market higher.
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See More
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- Margin Dynamics: Although LIFO expenses exceeded expectations, resulting in a gross margin decline to 30.4%, excluding LIFO showed year-over-year margin improvement, reflecting effective cost control and profit management strategies.
- Dividends and Buybacks: The company announced an 11% increase in quarterly dividends to $0.51 per share and repurchased over 1.4 million shares at a cost exceeding $140 million in the first half, indicating a strong commitment to shareholder returns.
- Outlook: Management adjusted the fiscal 2026 EPS guidance to a range of $10.45 to $10.75, with organic sales growth expectations raised to 2.5% to 4%, reflecting confidence in future market opportunities while remaining cautious about macroeconomic uncertainties.
See More
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- Micron's Investment Plan: Micron Technology announced a $24 billion investment in Singapore to expand memory chip capacity, leading to a 5% stock price increase, which not only enhances its competitive position but may also stimulate growth in the related supply chain.
- Consumer Confidence Decline: Despite the stock market gains, the US January consumer confidence index unexpectedly fell to an 11.5-year low of 84.5, indicating economic uncertainty that could negatively impact consumer spending.
- Health Insurance Stocks Under Pressure: The proposed flat payments for private Medicare plans led UnitedHealth Group's stock to drop over 19%, marking the first expected revenue decline in over 30 years, reflecting the policy risks facing the healthcare sector.
See More
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See More
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- Health Insurance Sector Pressure: The proposed flat payments to private Medicare plans by the US government have caused UnitedHealth Group to forecast a revenue decline in 2026, marking the first annual contraction in over 30 years, resulting in a stock drop of over 19%, highlighting significant challenges in the industry.
- Economic Data Impact: The ADP report indicates that US private payrolls rose by an average of 7,750 per week in the four weeks ending January 3, the smallest increase in six weeks, which may affect investor confidence in economic recovery.
- Upcoming Economic Indicators: The market is focused on consumer confidence and initial unemployment claims data this week, with the consumer confidence index expected to rise to 91.0, potentially providing support for the market and reflecting consumer optimism about the economic outlook.
See More
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- Yield Metrics: The forward yield of this dividend stands at 0.72%, which, while relatively low, indicates the company's commitment to stable dividend payments, appealing to investors seeking consistent returns amidst market fluctuations.
- Payment Schedule: The new dividend will be payable on February 27, with a record date of February 13 and an ex-dividend date also on February 13, ensuring that existing shareholders can benefit from this increase, thereby strengthening shareholder relations.
- Historical Performance: The company has consistently paid a quarterly dividend of $0.46 over the past four quarters, and this increase signifies a positive outlook on sustained profitability and shareholder returns, potentially attracting more long-term investors to the stock.
See More
