AITApplied Industrial Technologies, Inc.
Applied Industrial Technologies, Inc. (AIT) distributes industrial equipment, tools, and supplies to manufacturers, contractors, and maintenance professionals across North America. The company’s next catalyst is Feb 15, 2027 — Q3 2026 Earnings Release, which will test its ability to sustain revenue growth and deliver on its guidance amid macroeconomic headwinds.
- AIT’s revenue grew 8.8% YoY to $4.78B in 2026, with net income of $395.72M and free cash flow of $967.43M.
- The company maintains a debt-to-equity ratio of 0.16x and a net margin of 8.3%.
- AIT’s stock fell 4% after missing revenue and facing insider selling in Q2 FY26.
The Read
After missing revenue and facing insider selling in Q2 FY26, AIT's stock fell 4%.
The schedule
- Mon15Feb
- Fri16Jul
This event will test the company's ability to manage any strategic announcements or operational updates, which could impact investor sentiment and stock performance.
- Mon9Aug
This earnings release will test the company's ability to deliver consistent performance in a more stable macroeconomic environment. The outcome will be critical for assessing its long-term growth potential.
- Wed1Sep
This earnings release will test the company's ability to sustain growth in a recovering industrial sector. The outcome will be critical for assessing the long-term viability of its business model.
- Wed1Dec
Past
- Thu13Aug
Actual outcome: Bull · $358.78 at outcome
AIT beat earnings estimates with an EPS of $3.21 versus the estimate of $3.21, and provided upbeat guidance for fiscal 2027. The strong organic sales growth of 9.7% year over year and improved industrial demand supported the rally, pushing the stock above the bull target of $356.00.
- Sun9Aug
Actual outcome: Bull
Applied Industrial Technologies (AIT) reported EPS of $2.68, matching the estimate, and raised its 2027 guidance, signaling confidence in future growth. The stock rose due to the updated guidance and positive outlook, despite the earnings beat being minimal, as investors focused on the company's strategic direction and long-term potential.
- Thu6Aug
Actual outcome: Bear · $303.99 at outcome
Stock fell 15.3% from event to outcome date, aligning with the bear trajectory.
- Wed29Apr
Actual outcome: Bull · $310.87 at outcome
Applied Industrial Technologies reported Q3 FY26 results that topped sales expectations and met or slightly beat profit expectations, with EPS reported at $2.65 versus the $2.63 consensus in the news flow, alongside stronger revenue and improved year-over-year growth. Management also raised FY26 outlook, citing resilient engineered solutions demand and steady MRO activity, which signaled that the softer December commentary was likely temporary and supported the stock’s move higher.
- Thu5Feb
Actual outcome: Bear · $274.97 at outcome
While Applied Industrial Technologies met EPS estimates, the stock suffered from a revenue miss and management's report of softer-than-normal sales activity in December. This fundamental slowdown, coupled with significant insider selling by the CEO and multiple Vice Presidents immediately following the results, triggered a valuation re-rate and multiple compression that drove the price well below the bear floor.
