AIT · Applied Industrial Technologies Inc · Earnings Call Transcripts & Audio
$317.52
-7.33 (-2.26%)
At close · Sep 10
Market Cap
$11.92B
Shares
36.70M
Applied Industrial Technologies Inc Earnings Call Transcripts
Quarterly earnings calls for Applied Industrial Technologies Inc (AIT), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲19.1%
$1.06B
$76.88M
'23 Q1
22-10-27
▲20.9%
$1.06B
$80.46M
'23 Q2
23-01-26
▲15.4%
$1.13B
$97.19M
'23 Q3
23-04-27
▲9.1%
$1.16B
$92.22M
'23 Q4
23-08-10
▲3.1%
$1.10B
$93.83M
'24 Q1
23-10-26
▲1.6%
$1.08B
$91.23M
'24 Q2
24-01-25
▲1.3%
$1.15B
$97.22M
'24 Q3
24-04-25
▲0.2%
$1.16B
$103.49M
'24 Q4
24-08-15
▲0.3%
$1.10B
$92.06M
'25 Q1
24-10-24
▼0.4%
$1.07B
$93.29M
'25 Q2
25-01-29
▲1.8%
$1.17B
$99.80M
'25 Q3
25-05-01
▲5.5%
$1.22B
$107.84M
'25 Q4
25-08-14
▲9.2%
$1.20B
$100.81M
'26 Q1
25-10-28
▲8.4%
$1.16B
$95.35M
'26 Q2
26-01-27
▲7.3%
$1.25B
$99.77M
'26 Q3
26-04-28
LATEST
▲10.4%
$1.35B
$118.60M
'26 Q4
26-08-13
Earnings call
FY26 · Q4
2026-08-13
Applied Industrial Technologies Inc (AIT) Q4 2026 Earnings Call Transcript
Confident tone
Fiscal 2027 guidance and outlook
Engineered Solutions segment performance
Capital deployment and shareholder returns
Revenue
$1.35B*
▲ 10.4% YoY Gross margin
30.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY26 · Q3
2026-04-28
Applied Industrial Technologies Inc (AIT) Q3 2026 Earnings Call Transcript
Confident tone
Organic Sales Growth and Demand Momentum
Engineered Solutions Segment Expansion
Margin and Pricing Dynamics
Revenue
$1.25B
▲ 7.3% YoY Diluted EPS
$2.65
▲ 3.1% YoY Gross margin
30.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2026-01-27
Applied Industrial Technologies Inc (AIT) Q2 2026 Earnings Call Transcript
Positive tone
Engineered solutions segment
LIFO expense and gross margins
Organic sales growth and demand trends
Revenue
$1.16B
▲ 8.4% YoY Diluted EPS
$2.51
▲ 5% YoY Gross margin
30.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2025-10-28
Applied Industrial Technologies Inc (AIT) Q1 2026 Earnings Call Transcript
Positive tone
Guidance and outlook
Pricing and inflation
Service center performance
Revenue
$1.20B
▲ 9.2% YoY Diluted EPS
$2.63
▲ 11.4% YoY Gross margin
30.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-08-14
Applied Industrial Technologies Inc (AIT) Q4 2025 Earnings Call Transcript
Positive tone
Organic Sales Improvement
Fiscal 2026 Guidance and Incrementals
Fiscal 2025 Records and Resiliency
Revenue
$1.22B*
▲ 5.5% YoY Gross margin
30.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-05-01
Applied Industrial Technologies Inc (AIT) Q3 2025 Earnings Call Transcript
Positive tone
M&A and capital deployment
Margin expansion and profitability
Automation growth
Revenue
$1.17B
▲ 1.8% YoY Diluted EPS
$2.57
▲ 3.6% YoY Gross margin
30.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-01-29
Applied Industrial Technologies Inc (AIT) Q2 2025 Earnings Call Transcript
Positive tone
Engineered solutions segment
M&A and HydroDyne acquisition
Service center segment / break-fix demand
Revenue
$1.07B
▼ 0.4% YoY Diluted EPS
$2.39
▲ 3% YoY Gross margin
30.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2024-10-24
Applied Industrial Technologies Inc (AIT) Q1 2025 Earnings Call Transcript
Balanced tone
Margin performance
Engineered Solutions segment
End market outlook
Revenue
$1.10B
▲ 0.3% YoY Diluted EPS
$2.36
▼ 1.3% YoY Gross margin
29.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-08-15
Applied Industrial Technologies Inc (AIT) Q4 2024 Earnings Call Transcript
Balanced tone
Engineered Solutions and fluid power weakness
Margin expansion and cost discipline
Fiscal 2025 guidance and outlook
Revenue
$1.16B*
▲ 0.2% YoY Gross margin
30.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-04-25
Applied Industrial Technologies Inc (AIT) Q3 2024 Earnings Call Transcript
Positive tone
Engineered Solutions Segment Outlook
Service Center Segment Performance
Automation Platform Growth
Revenue
$1.15B
▲ 1.3% YoY Diluted EPS
$2.48
▲ 0.4% YoY Gross margin
29.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-01-25
Applied Industrial Technologies Inc (AIT) Q2 2024 Earnings Call Transcript
Positive tone
Service Center segment performance
Technology sector headwind
Automation business recovery
Revenue
$1.08B
▲ 1.6% YoY Diluted EPS
$2.32
▲ 13.2% YoY Gross margin
29.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2023-10-26
Applied Industrial Technologies Inc (AIT) Q1 2024 Earnings Call Transcript
Revenue
$1.10B
▲ 3.1% YoY Diluted EPS
$2.39
▲ 21.3% YoY Gross margin
29.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-08-10
Applied Industrial Technologies Inc (AIT) Q4 2023 Earnings Call Transcript
Revenue
$1.16B*
▲ 9.1% YoY Gross margin
29.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-04-27
Applied Industrial Technologies Inc (AIT) Q3 2023 Earnings Call Transcript
Revenue
$1.13B
▲ 15.4% YoY Diluted EPS
$2.47
▲ 41.1% YoY Gross margin
29.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-01-26
Applied Industrial Technologies Inc (AIT) Q2 2023 Earnings Call Transcript
Revenue
$1.06B
▲ 20.9% YoY Diluted EPS
$2.05
▲ 40.4% YoY Gross margin
29.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2022-10-27
Applied Industrial Technologies Inc (AIT) Q1 2023 Earnings Call Transcript
Revenue
$1.06B
▲ 19.1% YoY Diluted EPS
$1.97
▲ 44.9% YoY Gross margin
28.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-08-11
Applied Industrial Technologies Inc (AIT) Q4 2022 Earnings Call Transcript
Revenue
$1.06B*
▲ 18.5% YoY Gross margin
28.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-04-28
Applied Industrial Technologies Inc (AIT) Q3 2022 Earnings Call Transcript
Revenue
$980.66M
▲ 16.6% YoY Diluted EPS
$1.75
▲ 23.2% YoY Gross margin
29.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-01-27
Applied Industrial Technologies Inc (AIT) Q2 2022 Earnings Call Transcript
Revenue
$876.87M
▲ 16.7% YoY Diluted EPS
$1.46
Gross margin
29.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2021-10-27
Applied Industrial Technologies Inc (AIT) Q1 2022 Earnings Call Transcript
Revenue
$891.68M
▲ 19.2% YoY Diluted EPS
$1.36
▲ 52.8% YoY Gross margin
28.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-08-17
Applied Industrial Technologies Inc (AIT) Q4 2021 Earnings Call Transcript
Revenue
$895.89M*
▲ 23.6% YoY Gross margin
29.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-04-29
Applied Industrial Technologies Inc (AIT) Q3 2021 Earnings Call Transcript
Revenue
$840.94M
▲ 1.2% YoY Diluted EPS
$1.42
Gross margin
29.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-01-28
Applied Industrial Technologies Inc (AIT) Q2 2021 Earnings Call Transcript
Revenue
$751.29M
▼ 9.9% YoY Diluted EPS
$-0.14
▼ 114.4% YoY Gross margin
27.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2020-10-28
Applied Industrial Technologies Inc (AIT) Q1 2021 Earnings Call Transcript
Revenue
$747.81M
▼ 12.7% YoY Diluted EPS
$0.89
▼ 11% YoY Gross margin
28.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2020-08-12
Applied Industrial Technologies Inc (AIT) Q4 2020 Earnings Call Transcript
Revenue
$725.08M*
▼ 17.9% YoY Gross margin
28.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-04-30
Applied Industrial Technologies Inc (AIT) Q3 2020 Earnings Call Transcript
Revenue
$830.80M
▼ 6.2% YoY Diluted EPS
$-2.14
▼ 609.5% YoY Gross margin
28.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-01-23
Applied Industrial Technologies Inc (AIT) Q2 2020 Earnings Call Transcript
Revenue
$833.38M
▼ 0.8% YoY Diluted EPS
$0.97
▼ 2% YoY Gross margin
28.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Showing 1–27 of 27 earnings calls
Key facts
CIK
109563
CUSIP
03820C105
13F (30d)
309 filings
307 filers
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