AIT · Applied Industrial Technologies Inc
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q4 FY26 earnings call · Aug 13, 2026TL;DR. Applied Industrial Technologies posted record fiscal Q4 2026 results with 9.7% organic sales growth and 64 bps EBITDA margin expansion, while raising its intermediate financial targets to $7B in sales and 14% EBITDA margins. For fiscal 2027, the company introduced guidance of 4.0%-6.5% sales growth, 12.5%-12.8% EBITDA margins, and EPS of $11.65-$12.15.
- + Raised intermediate financial targets to $7B in sales and 14% EBITDA margins over the next five years
- + Q4 organic sales growth of 9.7% was the strongest in more than three years, with EBITDA up 16.1% and EPS up 13.2%
- + Free cash flow of $159.7M in the quarter, up nearly 16% year-over-year, with ~$2B balance sheet capacity for capital deployment
- − FY27 free cash flow expected to trend lower year-over-year due to greater working capital investment
- − Chemicals, lumber and wood, and transportation end markets posted declines in Q4
- − Engineered Solutions flow control sales were muted in Q4 due to softer MRO activity and difficult comparisons
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Industrial Distribution — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
AIT
this stock
Applied Industrial Technologies Inc
|
$11.95B | +26.8% | -10.8% | 29.7 | 1.8% |
|
GWW
W.W. Grainger, Inc.
|
$62.38B | +31.3% | +4.5% | 33.8 | 2.0% |
|
FAST
Fastenal Co
|
$56.92B | +23.6% | +8.7% | 42.4 | 2.7% |
|
FERG
Ferguson Enterprises Inc. /DE/
|
$44.19B | +2.6% | +4.1% | — | 2.6% |
|
WCC
Wesco International Inc
|
$17.13B | +43.7% | +2.2% | 24.3 | 2.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| AIT | +1.0% | -9.5% | +26.8% | +0.5% | +26.8% |
| SPY | +0.1% | -0.4% | +15.1% | +0.4% | +12.9% |
| vs SPY | +0.9% | -9.1% | +11.6% | +0.1% | +13.9% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.