Applied Industrial Technologies (AIT) earnings for the quarter ended September 2026: EPS beats estimates
Applied Industrial Technologies reported results for the quarter ended September 2026 on October 27, 2026. Adjusted earnings per share came in at $2.97 against the analysts’ average forecast of $2.89, a beat of 2.8%.
Revenue for the quarter was $1.29 billion, up 7.6% from $1.20 billion in the same quarter a year earlier.
The market’s verdict: the stock fell 8.3% on the first trading day after the report.
The last four quarters
Applied Industrial Technologies has beaten the analysts’ EPS forecast in 3 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $2.97 | $2.89 | +2.8% | +8% | −8.3% |
| Jun 2026 | $3.17 | $2.92 | +8.7% | +10% | +2.7% |
| Mar 2026 | $2.65 | $2.65 | +0.2% | +7% | −0.5% |
| Dec 2025 | $2.51 | $2.50 | +0.6% | +8% | −9.0% |
What comes next
Analysts expect EPS of $2.79 for the next quarter on average and $12.13 for the fiscal year ending June 30, 2027.
The average analyst price target is $380.00, 28% above the current price of $297.60.
Valuation and score
Applied Industrial Technologies scores 3.4 out of 5 overall on Stock Analiz (good, with some weak spots), trades at a trailing P/E of about 26.4, and its intrinsic value under moderate assumptions is about 40% below the current market value. Full Applied Industrial Technologies analysis with 10 years of financials
Frequently asked questions
What was Applied Industrial Technologies’s EPS for the quarter ended September 2026?
$2.97 adjusted per share, against an analyst consensus of $2.89.
How much revenue did Applied Industrial Technologies report?
$1.29 billion, up 7.6% year over year.
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This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.