US · Industrials · Industrial Distribution
EPS came in at 2.97 against a street estimate of 2.86 — a beat of 3.8%.
Analysts rate Applied Industrial Technologies a strong buy (6 buy, 2 hold, 0 sell out of 8) with an average price target of $380.00.
CONFIDENT Applied started FY27 strongly: organic sales rose 7.1%, EBITDA 9.6%, EPS 12.7%, while full-year EPS guidance increased modestly. Q1 FY27 U.S. demand was strongest; Canada and Mexico represented about 12% of Service Center sales and remained muted. Analysts focused on Engineered Solutions orders, Service Center margins, automation strength and incremental-margin potential. Management cited strong backlogs but cautioned that project timing varies. 2026-10-27…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 10.83% |
| Vanguard Portfolio Management, LLC | 5.78% |
| Vanguard Capital Management, LLC | 4.57% |
| AQR Capital Management LLC | 3.68% |
| State Street Corp | 3.36% |
| First Trust Advisors L.P. | 2.76% |
| Geode Capital Management, LLC | 2.57% |
| Fuller & Thaler Asset Management Inc | 2.45% |
| Document | Date |
|---|---|
| Quarterly report · Q1 FY2027 HEADLINE NUMBERS • For the three months ended September 30, 2026, net sales increased to $1,291,170 from $1,199,523, up 7.6%. • Gross profit rose to | 2026-10-27 |
| Results announced · Q2 FY2027 HEADLINE NUMBERS • Fiscal 2027 first-quarter net sales were $1.3 billion, up 7.6% year over year and 7.1% organically. • Net income was $110.4 milli | 2026-10-27 |
| Board / officer change · Q2 FY2027 HEADLINE NUMBERS • Applied Industrial Technologies held its annual shareholder meeting on October 20, 2026. • There were 36,733,899 shares entitled | 2026-10-22 |
| Proxy statement · Q2 FY2027 APPLIED INDUSTRIAL TECHNOLOGIES, INC. — PROXY SUMMARY FOR RETAIL INVESTORS WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect Three Directors — Vot | 2026-09-10 |
| Board / officer change · Q1 FY2027 APPLIED INDUSTRIAL TECHNOLOGIES, INC. – FORM 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Applied Industrial Technologies, Inc. is a publicly traded | 2026-08-14 |
| Annual report FY2026 APPLIED INDUSTRIAL TECHNOLOGIES, INC. – ANNUAL REPORT SUMMARY Fiscal Year Ended June 30, 2026 --- HEADLINE NUMBERS • Market Capitalization: $9.51 b | 2026-08-13 |
| Results announced · Q1 FY2027 APPLIED INDUSTRIAL TECHNOLOGIES – FISCAL 2026 RESULTS SUMMARY HEADLINE NUMBERS • Q4 FY26 Net Sales: $1.4 billion, up 10.4% year-over-year; organic g | 2026-08-13 |
| Board / officer change · Q4 FY2026 APPLIED INDUSTRIAL TECHNOLOGIES, INC. - DOCUMENT SUMMARY HEADLINE NUMBERS • No financial metrics provided in this filing • This is a Form 8-K current | 2026-06-25 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.51 / share ex-date Nov 13, 2026 · pay Nov 30, 2026 | 2026-11-13 |
| Dividend | $0.51 / share ex-date Aug 14, 2026 · pay Aug 31, 2026 | 2026-08-14 |
| Dividend | $0.51 / share ex-date May 15, 2026 · pay May 29, 2026 | 2026-05-15 |
| Dividend | $0.51 / share ex-date Feb 13, 2026 · pay Feb 27, 2026 | 2026-02-13 |
| Dividend | $0.46 / share ex-date Nov 14, 2025 · pay Nov 28, 2025 | 2025-11-14 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Applied Industrial Technologies — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.