Jun 2026 (Q4 FY26) — Aug 13, 2026
Applied Industrial Technologies Q4 FY26 — Record Sales & Earnings Driven by Strong Organic Growth and Automation Demand
Read the full callApplied Industrial Technologies (AIT) earnings
- Jun 2026
- Jun 2026 (Q4 FY26)
- Jun 2026
Applied Industrial Technologies earnings: last reported Thu, 13 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,353 | +10.4% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 11.8 | +0.8 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 119 | +10.0% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
20 of 29 judged targets kept · 16 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| EBITDA margin | 12.6% to 12.8% | Mar 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% | Achieved |
| EBITDA margin | 12.2% to 12.5% | Jun 2025 | Ghosted | |
| Capital expenditures | $30 million to $35 million | Jun 2025 | Pending |
9 of APPLIED INDUSTRIAL TECHNOLOGIES INC's 45 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 42 more targets are in the full ledger.
Claimed
- Reported record fourth quarter sales and earnings, exceeding expectations.
- Achieved organic sales growth of 10%, the strongest in over 3 years.
- Expanded EBITDA margins by over 60 basis points to 13.1%.
- Engineered Solutions segment delivered 13% organic sales growth, with automation sales increasing over 20%.
- Free cash generation increased nearly 16% over the prior year to $159.7 million in Q4.
Qualified
- Gross margin of 30.4% was down 20 basis points compared to the prior year, impacted by $6.4 million in LIFO expense headwinds.
- Free cash flow for fiscal 2026 was down modestly year-over-year due to greater working capital requirements.
- Lingering inflationary pressures and ongoing economic uncertainty tied to geopolitical and trade policy dynamics.
Price
$333.83 −0.35% · −$1.17
Performance +32.0% 1Y
1Y: $252.95 on 14 Oct 2025 → $333.83. High $361.95 (14 Aug 2026), low $240.63 (17 Nov 2025).
- Previous close
- $335
- 52-week range
- $240.63 – $361.95
- One year
- +34.63%
Overview
- Symbol
- AIT
- Sector
- Industrials
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
20 of 29 judged targets kept · 16 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| EBITDA margin | 12.6% to 12.8% | Mar 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% | Achieved |
| EBITDA margin | 12.2% to 12.5% | Jun 2025 | Ghosted | |
| Capital expenditures | $30 million to $35 million | Jun 2025 | Pending |
Claimed
- Reported record fourth quarter sales and earnings, exceeding expectations.
- Achieved organic sales growth of 10%, the strongest in over 3 years.
- Expanded EBITDA margins by over 60 basis points to 13.1%.
- Engineered Solutions segment delivered 13% organic sales growth, with automation sales increasing over 20%.
- Free cash generation increased nearly 16% over the prior year to $159.7 million in Q4.
Qualified
- Gross margin of 30.4% was down 20 basis points compared to the prior year, impacted by $6.4 million in LIFO expense headwinds.
- Free cash flow for fiscal 2026 was down modestly year-over-year due to greater working capital requirements.
- Lingering inflationary pressures and ongoing economic uncertainty tied to geopolitical and trade policy dynamics.
The full ledger
Open APPLIED INDUSTRIAL TECHNOLOGIES INC’s full ledger
A free account opens 5 company ledgers a month. All 45 tracked commitments, with each call’s wording and source.
Call summaries
Every analysed call
Applied Industrial Technologies earnings calls (AIT)
Financials
What the filings say
Net profit, year on year: +10% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 1,099 | 1,073 | 1,167 | 1,225 | 1,200 | 1,163 | 1,251 | 1,353 |
| Operating profit | 113 | 121 | 129 | 135 | 129 | 123 | 138 | 159 |
| Operating margin | 10.3% | 11.3% | 11.1% | 11.0% | 10.8% | 10.6% | 11.0% | 11.8% |
| Profit before tax | 116 | 123 | 127 | 135 | 129 | 123 | 135 | 158 |
| Tax rate | 20.7% | 23.9% | 21.6% | 20.1% | 21.6% | 22.3% | 26.2% | 24.8% |
| Net profit | 92 | 93 | 100 | 108 | 101 | 95 | 100 | 119 |
| EPS ($ per share) | 2.40 | 2.43 | 2.60 | — | 2.67 | 2.54 | 2.68 | — |
| Line item | Jun 2019 | Jun 2020 | Jun 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 |
| Reserves | 1,229 | 1,201 | 1,294 | 1,500 | 1,793 | 2,122 | 2,448 | 2,789 |
| Total liabilities | 1,435 | 1,440 | 1,339 | 1,303 | 1,285 | 1,263 | 1,331 | 1,148 |
| Fixed assets | 124 | 122 | 116 | 112 | 115 | 119 | 128 | 132 |
| Total assets | 2,332 | 2,284 | 2,272 | 2,453 | 2,743 | 2,952 | 3,176 | 3,010 |
| Line item | Jun 2019 | Jun 2020 | Jun 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 181 | 297 | 242 | 188 | 344 | 371 | 492 | 484 |
| Cash from investing | -55 | -55 | -45 | -36 | -61 | -95 | -319 | -34 |
| Cash from financing | -72 | -78 | -213 | -223 | -127 | -156 | -246 | -712 |
| Net cash flow | 54 | 160 | -11 | -73 | 160 | 117 | -72 | -261 |
| Capital expenditure | -19 | -20 | -16 | -18 | -26 | -25 | -27 | -24 |
| Free cash flow | 162 | 277 | 226 | 169 | 317 | 347 | 465 | 461 |
AIT revenue by segment
Engineered Solutions grew from 32% to 37% of revenue over the last two years.
| Segment | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | Q4 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Service Center Based Distribution | 68% | 67% | 65% | — | 65% | 64% | 64% | 63% | — |
| Engineered Solutions | 32% | 33% | 35% | 36% | 35% | 36% | 36% | 37% | +12.9% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Revenue by region
Q4 FY2026 · share of revenue
- US 89% ↑ 1 pt
- CA 6% ↓ 1 pt
- Other Countries 6% ↓ 1 pt
As AIT cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
57 filings between Dec 31, 2025 and Sep 30, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$15.82M
14 sales by 6 insiders
Compensation
not trading decisions- 26
- Award — granted as compensation
- 1
- Option exercise — converted options into shares
- 14
- Tax withheld — shares kept back by the company to cover tax
Also filed: 2 other filings.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Schrimsher Neil A | — | $5.49M | Feb 4, 2026 |
| Hoffner Warren E III | — | $4.77M | May 5, 2026 |
| Wallace Peter C | — | $2.07M | Aug 26, 2026 |
| Vasquez Jason W | — | $1.57M | Feb 5, 2026 |
| Andrews Madhuri A | — | $1.27M | Jun 18, 2026 |
| Wells David K. | — | $643.4K | Aug 18, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 30, 2026 | Wallace Peter C Director | Award | 4 | $1.4K |
| Aug 26, 2026 | Wallace Peter C Director | Sale | 1,904 | $648.2K |
| Aug 18, 2026 | Wells David K. Vice President-CFO & Treasurer | Sale | 1,812 | $643.4K |
| Aug 18, 2026 | Vasquez Jason W VP-Sales & Marketing-USSC | Option exercise | 7,700 | $414.8K |
| Aug 18, 2026 | Vasquez Jason W VP-Sales & Marketing-USSC | Tax withheld | 2,774 | $983.0K |
| Aug 11, 2026 | Wells David K. Vice President-CFO & Treasurer | Award | 651 | $0 |
| Aug 11, 2026 | Schrimsher Neil A President and CEO | Award | 10,313 | $0 |
| Aug 11, 2026 | Wagner Richard M Chief Accounting Officer | Award | 215 | $0 |
| Aug 11, 2026 | Hoffner Warren E III VP, General Mgr-Fluid Power | Award | 394 | $0 |
| Aug 11, 2026 | Ploetz Jon S VP-General Counsel & Secretary | Award | 375 | $0 |
| Aug 11, 2026 | Hoffner Warren E III VP, General Mgr-Fluid Power | Award | 1,157 | $0 |
| Aug 11, 2026 | Hoffner Warren E III VP, General Mgr-Fluid Power | Tax withheld | 320 | $112.8K |
| Aug 11, 2026 | Wells David K. Vice President-CFO & Treasurer | Award | 1,870 | $0 |
| Aug 11, 2026 | Schrimsher Neil A President and CEO | Tax withheld | 4,876 | $1.72M |
| Aug 11, 2026 | Loring Kurt W. VP-Chief HR Officer | Tax withheld | 628 | $221.3K |
| Aug 11, 2026 | Vasquez Jason W VP-Sales & Marketing-USSC | Tax withheld | 341 | $120.2K |
| Aug 11, 2026 | Loring Kurt W. VP-Chief HR Officer | Award | 1,294 | $0 |
| Aug 11, 2026 | Vasquez Jason W VP-Sales & Marketing-USSC | Award | 1,028 | $0 |
| Aug 11, 2026 | Vasquez Jason W VP-Sales & Marketing-USSC | Award | 375 | $0 |
| Aug 11, 2026 | Ploetz Jon S VP-General Counsel & Secretary | Award | 1,023 | $0 |
| Aug 11, 2026 | Ploetz Jon S VP-General Counsel & Secretary | Tax withheld | 450 | $158.6K |
| Aug 11, 2026 | TOMCZIK PAMELA J Director | Award | 234 | $0 |
| Aug 11, 2026 | Wells David K. Vice President-CFO & Treasurer | Tax withheld | 887 | $312.5K |
| Aug 11, 2026 | Loring Kurt W. VP-Chief HR Officer | Award | 458 | $0 |
| Aug 11, 2026 | Schrimsher Neil A President and CEO | Award | 3,089 | $0 |
| Aug 8, 2026 | Loring Kurt W. VP-Chief HR Officer | Tax withheld | 405 | $145.8K |
| Aug 8, 2026 | Ploetz Jon S VP-General Counsel & Secretary | Tax withheld | 291 | $104.7K |
| Aug 8, 2026 | Schrimsher Neil A President and CEO | Tax withheld | 2,161 | $777.7K |
| Aug 8, 2026 | Wells David K. Vice President-CFO & Treasurer | Tax withheld | 573 | $206.2K |
| Aug 8, 2026 | Vasquez Jason W VP-Sales & Marketing-USSC | Tax withheld | 220 | $79.2K |
| Aug 8, 2026 | Hoffner Warren E III VP, General Mgr-Fluid Power | Tax withheld | 207 | $74.5K |
| Jul 12, 2026 | Wallace Peter C Director | Other | 584 | $191.2K |
| Jul 12, 2026 | Wallace Peter C Director | Other | 584 | $191.2K |
| Jun 30, 2026 | Wallace Peter C Director | Award | 5 | $1.7K |
| Jun 18, 2026 | Andrews Madhuri A Director | Sale | 3,845 | $1.27M |
| May 5, 2026 | Hoffner Warren E III VP, General Mgr-Fluid Power | Sale | 4,000 | $1.22M |
| May 5, 2026 | Hoffner Warren E III VP, General Mgr-Fluid Power | Sale | 4,000 | $1.23M |
| Apr 24, 2026 | Ploetz Jon S VP-General Counsel & Secretary | Tax withheld | 146 | $42.8K |
| Mar 31, 2026 | Wallace Peter C Director | Award | 6 | $1.7K |
| Feb 26, 2026 | Wallace Peter C Director | Sale | 5,000 | $1.43M |
| Feb 6, 2026 | Hoffner Warren E III VP, General Mgr-Fluid Power | Sale | 4,000 | $1.17M |
| Feb 5, 2026 | Hoffner Warren E III VP, General Mgr-Fluid Power | Sale | 4,000 | $1.15M |
| Feb 5, 2026 | Vasquez Jason W VP-Sales & Marketing-USSC | Sale | 5,447 | $1.57M |
| Feb 4, 2026 | Schrimsher Neil A President and CEO | Sale | 2,996 | $858.2K |
| Feb 4, 2026 | Schrimsher Neil A President and CEO | Sale | 1,740 | $496.6K |
| Feb 4, 2026 | Schrimsher Neil A President and CEO | Sale | 8,634 | $2.46M |
| Feb 4, 2026 | Schrimsher Neil A President and CEO | Sale | 1,293 | $372.8K |
| Feb 4, 2026 | Schrimsher Neil A President and CEO | Sale | 4,544 | $1.31M |
| Jan 20, 2026 | Wallace Peter C Director | Award | 688 | $0 |
| Jan 20, 2026 | PETRELLA VINCENT K Director | Award | 572 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
Your own record
Start an Inve Case for APPLIED INDUSTRIAL TECHNOLOGIES INC
Free account. Everything above stays public.
Write why you follow APPLIED INDUSTRIAL TECHNOLOGIES INC and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Keep reading