Applied Industrial Q4 EPS rises 5.9% to $2.80; FY2026 EPS guidance $10.00-$10.75
Applied Industrial Technologies reported fiscal 2025 fourth-quarter net sales of $1.2 billion, up 5.5%, and diluted earnings of $2.80 per share, up from $2.64 a year earlier, while EBITDA fell 0.3%. For fiscal 2026 it guided to EPS of $10.00 to $10.75 on total sales growth of 4% to 7%, which does not include future acquisitions or share buybacks.
Key points
- Q4 net sales $1.2 billion, up 5.5%; up 0.2% on an organic daily basis
- Q4 diluted EPS $2.80 vs. $2.64 a year earlier; Q4 EBITDA $153.0 million, down 0.3%
- Full-year fiscal 2025 net income $393.0 million, or $10.12 per diluted share; free cash flow $465.2 million
- Fiscal 2026 guidance: EPS of $10.00 to $10.75 and total sales up 4% to 7%, including 1% to 4% organic
The filing
Written by AI on Nov 8, 2026, 12:56 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 14, 2025.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.