Applied Industrial Technologies Q4 net income up 13.2%; FY27 EPS guidance $11.65-$12.15
Applied Industrial Technologies reported fiscal 2026 fourth-quarter net sales of $1.4 billion, up 10.4%, and diluted EPS of $3.17, up from $2.80 a year earlier. It also set fiscal 2027 guidance for EPS of $11.65 to $12.15 and total sales growth of 4.0% to 6.5%, and raised its intermediate targets to $7 billion in sales and a 14% EBITDA margin over the next five years, which may matter to shareholders as a signal of expected earnings growth.
Key points
- Q4 FY26 net sales $1.4 billion, up 10.4%; organic sales up 9.7%
- Q4 FY26 net income $118.6 million, or $3.17 per diluted share, up from $2.80
- FY27 guidance: EPS $11.65 to $12.15, total sales growth 4.0% to 6.5%, EBITDA margin 12.5% to 12.8%
- Full-year FY26 purchases of treasury shares totaled $317.2 million; long-term debt fell to $262.3 million from $572.3 million
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 12:56 AM ET, from the text of the filing and its press-release exhibits 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 13, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.