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What Applied Industrial Technologies promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

20 of 29 judged targets kept · 16 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
EBITDA margin12.6% to 12.8%Mar 2026Jun 2026:Reported EBITDA margin of 13.1% was up 64 basis points from the prior year level with year-over-year LIFO headwinds negatively impacting EBITDA margin by 26 basis points. EBITDA margins exceeded our fourth quarter guidance range of 12.6% to 12.8%
Call transcript, Jun 2026 · no direct link		Achieved
EBITDA margin12.2% to 12.5%Jun 2025No later analysed call mentions it.Ghosted
Capital expenditures$30 million to $35 millionJun 2025No later analysed call mentions it.Pending

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

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