Applied Industrial Technologies (AIT) Q4 FY26 earnings call

Applied Industrial Technologies concluded Q4 FY26 with record sales and earnings, driven by robust 10% organic growth, particularly in its Engineered Solutions segment. The company leveraged strong demand, especially in automation and fluid power, to expand EBITDA margins and generate significant free cash flow. Management is optimistic about fiscal 2027, setting increased intermediate financial targets for sales and EBITDA margin, supported by an active M&A pipeline and ongoing internal initiatives.