earnings
confidence high
sentiment positive
materiality 0.75
Applied Industrial Q4 net sales $1.2B (+5.5% YoY), EPS $2.80 (+5.9% YoY); guides FY2026 EPS $10.00-$10.75
APPLIED INDUSTRIAL TECHNOLOGIES INC
2025-FY EPS reported
$10.12
revenue$4,563,424,000
- Q4 net income $107.8M, EPS $2.80; EBITDA $153.0M (down 0.3% YoY).
- Full-year EPS $10.12, net sales $4.6B (+1.9% YoY), organic daily sales -2.3%.
- FY2026 guidance: EPS $10.00-$10.75 on total sales +4%-+7% (organic +1%-+4%).
- CEO: Q1 FY2026 organic sales up ~4% YTD; prudent outlook due to tariff/rate uncertainty.
- Record free cash flow in FY2025; Hydradyne M&A integration progressing well.