The earnings call highlighted record-breaking financial performance, strong cash generation, and successful strategic acquisitions, notably Hydradyne. Despite these achievements, the company faced challenges in demand across several markets, impacting the Service Center segment and requiring adjustments for AR provisioning and LIFO expenses. The overall sentiment reflects a balanced outlook, with significant achievements counterbalanced by underlying market challenges.

Company Guidance

In the Fiscal 2025 Fourth Quarter Earnings Call, Applied Industrial Technologies reported significant metrics indicating a strong performance. The company achieved record sales, EBITDA, and EPS, with full-year EPS growth of 4% surpassing initial guidance. Gross margins expanded by nearly 50 basis points, exceeding 30% for the first time. Fourth-quarter sales exceeded expectations by 2.5%, with average daily sales increasing 4% sequentially. The Engineered Solutions segment saw organic growth for the first time in 7 quarters, contributing to a 20.7% year-over-year sales increase. The company's strategic acquisition of Hydradyne added over 400 basis points to inorganic growth. Applied's fiscal 2025 free cash flow reached $465 million, up 34%, enabling $560 million in capital deployment. For fiscal 2026, the company projects total sales growth of 4% to 7% and EPS between $10 to $10.75, supported by ongoing M&A activity and share buybacks.

Record-Breaking Financial Performance

Achieved new records for sales, EBITDA, and EPS in fiscal 2025. Full year EPS growth of 4% exceeded the high end of initial guidance. Gross margins expanded nearly 50 basis points and surpassed 30% for the first time in company history.

Strong Cash Generation and Capital Deployment

Generated over $465 million of free cash, up 34% to a new record. Deployed over $560 million in fiscal 2025, including strategic acquisitions and share buybacks.

Acquisition of Hydradyne

Completed the strategic acquisition of Hydradyne, the largest M&A transaction in 6 years, contributing positively to EBITDA growth and segment performance.

Positive Sales and Growth Trends

Fourth quarter sales exceeded expectations by 2.5%, with a return to positive organic growth in Engineered Solutions segment for the first time in 7 quarters.

Encouraging Market Trends

Positive growth in industrial and mobile OEM fluid power orders, with Engineered Solutions segment orders increasing by a high single-digit percent year-over-year.

Applied Industrial Technologies (AIT) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

AIT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2026 (Q1)	2.48 / -	2.36	―	―	―
Aug 14, 2025	2025 (Q4)	2.63 / 2.84	2.58	10.08% (+0.26)
May 01, 2025	2025 (Q3)	2.41 / 2.57	2.51	2.39% (+0.06)
Jan 29, 2025	2025 (Q2)	2.21 / 2.39	2.24	6.70% (+0.15)
Oct 24, 2024	2025 (Q1)	2.25 / 2.36	2.42	-2.48% (-0.06)
Aug 15, 2024	2024 (Q4)	2.51 / 2.58	2.31	11.69% (+0.27)
Apr 25, 2024	2024 (Q3)	2.42 / 2.51	2.38	5.46% (+0.13)
Jan 25, 2024	2024 (Q2)	2.11 / 2.24	2.09	7.18% (+0.15)
Oct 26, 2023	2024 (Q1)	2.09 / 2.42	1.97	22.84% (+0.45)
Aug 10, 2023	2023 (Q4)	2.17 / 2.31	2.02	14.36% (+0.29)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

AIT Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 14, 2025	$275.26	$272.58	-0.97%
May 01, 2025	$242.38	$227.89	-5.98%
Jan 29, 2025	$250.85	$253.08	+0.89%
Oct 24, 2024	$222.30	$230.40	+3.64%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Applied Industrial Technologies, Inc. (AIT) report earnings?

Applied Industrial Technologies, Inc. (AIT) is schdueled to report earning on Oct 23, 2025, Before Open (Confirmed).

What is Applied Industrial Technologies, Inc. (AIT) earnings time?

Applied Industrial Technologies, Inc. (AIT) earnings time is at Oct 23, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is AIT EPS forecast?

AIT EPS forecast for the fiscal quarter 2026 (Q1) is 2.48.

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