AIT Earnings
Applied Industrial Technologies Inc
$
272.440
- Overview
- Forecast
- Valuation
- Earnings
Earning Analysis
Welcome to our in-depth analysis of Applied Industrial Technologies Inc(AIT) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Applied Industrial Technologies Inc earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
| FY2025Q4 | 2025-08-14 | Pre-Market | 2.60 | 2.80 | +7.69 | 1.18B | 1.22B | +3.79 | - | - |
| FY2025Q3 | 2025-05-01 | Pre-Market | 2.40 | 2.57 | +7.08 | 1.17B | 1.17B | -0.47 | -5.98 | -9.29 |
| FY2025Q2 | 2025-01-29 | Pre-Market | 2.22 | 2.39 | +7.66 | 1.08B | 1.07B | -0.32 | +0.89 | +3.11 |
| FY2025Q1 | 2024-10-24 | Pre-Market | 2.24 | 2.36 | +5.36 | 1.08B | 1.10B | +1.50 | +3.64 | +5.54 |
| FY2024Q4 | 2024-08-15 | Pre-Market | 2.52 | 2.64 | +4.76 | 1.19B | 1.16B | -2.09 | +0.75 | +3.00 |
| FY2024Q3 | 2024-04-25 | - | 2.40 | 2.48 | +3.33 | 1.13B | 1.15B | +1.29 | -3.84 | -2.93 |
| FY2024Q2 | 2024-01-25 | - | 2.11 | 2.24 | +6.16 | 1.06B | 1.08B | +1.71 | +0.54 | +0.55 |
| FY2024Q1 | 2023-10-26 | - | 2.07 | 2.39 | +15.46 | 1.10B | 1.10B | -0.58 | +1.79 | +1.99 |
| FY2023Q4 | 2023-08-10 | - | 2.18 | 2.35 | +7.80 | 1.12B | 1.16B | +3.67 | +6.73 | +4.68 |
| - | 2023-04-27 | - | 2.12 | 2.38 | +12.26 | - | - | - | +3.29 | +1.20 |
AIT Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Applied Industrial Technologies Inc reported performance for FY2025Q4, announced on 2025-08-14. The company achieved an EPS of 2.80, compared to analyst estimates of 2.60 by 7.69% . Revenue for the quarter reached 1.22B compared to expectations of 1.18B by 3.79% .
The stock price reacted with a % one-day change and a % five-day change following the earnings release. These movements reflect market reaction in Applied Industrial Technologies Inc growth trajectory and strategic initiatives.
AIT Earnings Forecast
Looking ahead, Applied Industrial Technologies Inc(AIT) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q4 project quarter revenue of 1.18B and an EPS of 2.63.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Upward by 0.04%, while EPS estimates have been Revise Upward by 0.06%. For the upcoming Q4 2025, revenue estimates have been adjusted Revise Upward by 0.14% . These revisions correlate with a 18.86% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Applied Industrial Technologies Inc long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between AIT's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Upward
+0.04%
In Past 3 Month
EPS Estimates for FY2025
Revise Upward
+0.06%
In Past 3 Month
Revenue Estimates for Q4 2025
Revise Upward
+0.14%
In Past 3 Month
Stock Price
Go Up
+18.86%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
1Y
3Y
5Y
--
Revenue Estimate-Annual FY 2025:4.52B
--
EPS Estimate-Annual FY 2025:9.95
—
Stock Price272.44
AIT Revenue and EPS Performance: A Historical Perspective
Applied Industrial Technologies Inc revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q4 (2025-08-14,Pre-Market):
EPS: 2.80 (Actual) vs.2.60 (Estimate) (7.69%)
Revenue: 1.22B (Actual) vs. 1.18B (Estimate) (3.79%)
Price Reaction: %(1-Day), %(5-Day)
FY2025Q3 (2025-05-01,Pre-Market):
EPS: 2.57 (Actual) vs.2.40 (Estimate) (7.08%)
Revenue: 1.17B (Actual) vs. 1.17B (Estimate) (-0.47%)
Price Reaction: -5.98%(1-Day), -9.29%(5-Day)
FY2025Q2 (2025-01-29,Pre-Market):
EPS: 2.39 (Actual) vs.2.22 (Estimate) (7.66%)
Revenue: 1.07B (Actual) vs. 1.08B (Estimate) (-0.32%)
Price Reaction: 0.89%(1-Day), 3.11%(5-Day)
Earnings Reaction
The chart below shows how AIT performed 10 days before and after its earnings report, based on data from the past quarters. Typically, AIT sees a -1.00% change in stock price 10 days leading up to the earnings, and a +3.06% change 10 days following the report. On the earnings day itself, the stock moves by +0.66%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in JUN/2025, the stock changed % on the day following the earnings release and then changed by 0% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
Applied Industrial Technologies Inc (AIT) Q4 2025 Earnings Call Summary
Positive
2025-08-14
The earnings call summary indicates strong financial performance, with record free cash flow and an increase in fourth-quarter sales. Positive trends in local accounts and M&A synergies are evident. Despite some macroeconomic caution, the guidance remains optimistic. The Q&A further supports this with positive analyst sentiment towards growth in technology verticals and the impact of bonus depreciation. While there are concerns about international markets and cautious guidance, the overall sentiment leans positive, especially with significant acquisitions and share buybacks.
Applied Industrial Technologies Inc (AIT) Q3 2025 Earnings Call Summary
Neutral
2025-05-01
The earnings call presents mixed signals. While there are positive aspects such as increased EPS guidance, strong Engineered Solutions growth, and robust free cash flow, there are also concerns. Organic sales are declining, and there are uncertainties related to tariffs and economic conditions. The Q&A highlights management's lack of clarity on key issues and cautious guidance, which tempers optimism. The share repurchase plan and improved guidance support a neutral outlook, suggesting limited stock price movement in the near term.
Applied Industrial Technologies Inc (AIT) Q3 2025 Earnings Call Summary
Positive
2025-05-01
The earnings call reflects positive sentiment with strong financial performance and optimistic guidance. The acquisition of Hydrodyne and increased share repurchase authorization are positive catalysts. Despite some challenges, such as integration issues and competitive pressures, the company shows resilience with improved sales growth projections and a solid balance sheet. The Q&A session revealed some uncertainties, but overall, the company's strategic initiatives and shareholder return plans are likely to lead to a positive stock price movement in the short term.
Applied Industrial Technologies Inc (AIT) Q2 2024 Earnings Call Summary
Positive
2025-01-31
The earnings call reflects a positive sentiment with strong financial metrics such as increased EPS, EBITDA, and gross margins. The company announced a 24% dividend increase and share buybacks, both positive for stock price. Despite mixed market demand, the raised EPS guidance and strategic M&A focus indicate optimism. While some operational risks and inflationary pressures exist, the overall outlook and financial health suggest a positive stock price movement in the short term.
Applied Industrial Technologies, Inc. (AIT) Q1 2025 Earnings Call Summary
Neutral
2024-10-25
The earnings call presents a mixed picture: while there are positive elements like the consideration of share buybacks and strong order trends in automation, there are also challenges such as declining organic sales, margin pressures, and regulatory uncertainties. The Q&A session highlights management's cautious approach to acquisitions and capital allocation. Despite some positive guidance, the overall sentiment is tempered by weak sales performance and margin decline, leading to a neutral prediction for the stock price over the next two weeks.
Applied Industrial Technologies, Inc. (AIT) Q4 2024 Earnings Call Summary
Negative
2024-08-15
Despite some positive elements, such as record free cash flow and share repurchases, the sentiment leans negative. The earnings call highlights declining sales, economic uncertainties, and supply chain challenges. Moreover, the Q&A reveals concerns about margin resilience and unclear management responses, which could unsettle investors. The guidance suggests weak demand and potential margin pressure. These factors, along with macroeconomic headwinds, likely point to a negative stock price reaction in the short term.
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FAQ
What were the key highlights of AIT’s latest earnings report for FY2025Q4?
AIT reported its FY2025Q4 earnings on 2025-08-14, showcasing a revenue of 1.22B against an estimate of 1.18B, resulting in a 3.79% surprise. The EPS was 2.8, surpassing the expected 2.6 by 7.69% . The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.
How did AIT’s stock price react after the FY2025Q4 earnings release?
What are the revenue and EPS estimates for AIT for 2025/Q4?
How does AIT’s stock price correlate with earnings forecast revisions?
What should investors expect from AIT’s next earnings report?