earnings
confidence high
sentiment positive
materiality 0.85
Applied Industrial Q4 EPS $3.17, sales +10.4%; FY27 EPS guide $11.65-12.15
APPLIED INDUSTRIAL TECHNOLOGIES INC
- Q4 net sales $1.4B up 10.4% YoY; organic +9.7% (Engineered +12.9%, Service Center +7.9%).
- Q4 net income $118.6M, EPS $3.17 up 13.2% YoY; EBITDA $177.6M up 16.1%.
- FY26 sales $5.0B up 8.8% (organic +5.4%); net income $414.5M, EPS $10.95 up 8.2%.
- FY27 guidance: EPS $11.65-12.15, sales growth +4.0-6.5%, EBITDA margins 12.5-12.8%.
- Raises intermediate targets to $7B sales and 14% EBITDA margins over next 5 years.