Applied Industrial's revenue growth has reaccelerated to 10.4% in Q4 FY2026, driven by its technical solutions strategy, which has expanded gross margins to a period-high of 31.6% and demonstrated operating leverage.
Price trend, volume and key moving averages
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Revenue growth has reaccelerated to 10.4% year-over-year in Q4 FY2026, with gross margin expanding to a period-high of 31.6%, suggesting successful execution of the technical solutions strategy and pricing power.
AIT is recognized as a high-quality stock, with academic research showing such stocks outperform by 4-6% annually over long periods.
The stock has a momentum score of 54/100, indicating market recognition and the tendency for momentum to persist.
AIT's first-quarter fiscal 2026 results exceeded earnings and revenue expectations, driven by strength in core industrial distribution and engineered solutions operations.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 27, 2026 | $2.97+2.8% vs $2.89 | $1.3B-0.0% vs $1.3B |
Q3 2026 Aug 13, 2026 | $3.17+8.6% vs $2.92 | $1.4B+4.7% vs $1.3B |
Q2 2026 Apr 28, 2026 | $2.65+0.8% vs $2.63 | $1.3B+2.2% vs $1.2B |
Q1 2026 Jan 27, 2026 | $2.51+1.2% vs $2.48 | $1.2B-0.8% vs $1.2B |
A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates.
Manufacturing activity hits a three-month high, driven by robust demand and rising production. Discover why AIT, CR and AIN stand out.
Examine Applied Industrial Technologies' (AIT) international revenue patterns and their implications on Wall Street's forecasts and the prospective trajectory of the stock.
ITASCA, Ill.--(BUSINESS WIRE)-- #acquisitions--AIT Worldwide Logistics has expanded its global footprint to Oceania with the acquisition of Sydney-based Connor Anderson International.
Benchmark AIT against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Applied Industrial Technologies, Inc. (AIT)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $283.39 | $10.47B | 24.84 | 8.84% | 8.38% | 22.68% | 0.68% | |
| $1440.70 | $68.02B | 31.37 | 4.51% | 11.17% | 48.78% | 0.68% | |
| $113.27 | $6.33B | 28.49 | 6.37% | 5.55% | 15.86% | 3.06% | |
| $52.99 | $60.81B | 42.97 | 8.67% | 15.62% | 35.13% | 1.65% | |
| $13.27 | $2.42B | -12.98 | 18.84% | -3.89% | -8.64% | — | |
| $221.58 | $2.97B | 36.20 | 10.97% | 11.97% | 30.37% | 1.81% |
Applied Industrial Technologies, Inc. (AIT) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Applied Industrial Technologies, Inc. (AIT) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 27, 2026·SEC
Oct 22, 2026·SEC
Aug 14, 2026·SEC
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Applied Industrial Technologies, Inc. (AIT) stock FAQ — growth, dividends, profitability & financials explained
Applied Industrial Technologies, Inc. (AIT) reported $5.06B in revenue over the trailing twelve months. Revenue was $4.97B in fiscal year 2026. That is 328% more than the $1.16B of fiscal year 1997.
Applied Industrial Technologies, Inc. (AIT) grew revenue by 8.5% over the trailing twelve months, compared with the twelve months before.
Yes. Applied Industrial Technologies, Inc. (AIT) earned $424.1M in net income over the trailing twelve months (a 8.4% net margin).
Yes. Applied Industrial Technologies, Inc. (AIT) pays a dividend that yields 0.68% at the current price, a small yield.
Applied Industrial Technologies, Inc. (AIT) had a return on equity (ROE) of 22.7% over the trailing twelve months. That is well above the market's typical 10-15%.
Applied Industrial Technologies, Inc. (AIT) generated $420.3M in free cash flow over the trailing twelve months.
