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Applied Industrial Technologies (AIT)
NYSE:AIT
RESEARCH TOOLSreports
Earnings Data
Report Date
Aug 07, 2025TBA Not Confirmed
Period Ending
2025 (Q4)Consensus EPS Forecast
2.64Last Year’s EPS
2.58Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 01, 2025
|% Change Since: -3.91%
|Next Earnings Date:Aug 07, 2025
Earnings Call Sentiment|Neutral
The earnings call highlights strong margin expansion, record cash generation, and successful M&A activity. However, it acknowledges challenges in organic sales decline, market conditions, and macroeconomic uncertainty. Positive order trends and share repurchase plans provide optimism for future growth.Company Guidance
During the Fiscal 2025 Third Quarter Earnings Call for Applied Industrial Technologies, the company provided guidance indicating a cautious outlook amid ongoing economic uncertainty. The company adjusted its full-year fiscal 2025 guidance, projecting EPS in the range of $9.85 to $10 and sales growth between flat to 1%. This includes an anticipated organic sales decline of 4% to 3% and EBITDA margins of 12.3% to 12.4%. In the third quarter, gross margins exceeded expectations, increasing by 95 basis points year-over-year, while EBITDA margins rose by 59 basis points. The company achieved free cash flow growth of 50% year-over-year in the third quarter and 39% year-to-date, supported by solid working capital management and cost control initiatives. The guidance reflects potential impacts from global trade uncertainties and customer caution in capital spending, with expectations of a mid to low single-digit decline in organic daily sales for the fourth quarter. Despite these challenges, Applied Industrial Technologies remains focused on leveraging its strategic initiatives and strong market position for long-term growth.Strong Margin Expansion
Gross margins and EBITDA margins exceeded expectations, increasing 95 and 59 basis points respectively over the prior year.
Record Cash Generation
Free cash flow increased by 50% year-over-year in the third quarter, with a 39% increase year-to-date.
Successful M&A Activity
Significant capital deployment of $440 million, including the acquisition of Hydradyne and the announced acquisition of IRIS Factory Automation.
Positive Order Trends
Engineered Solutions segment saw a 3% year-over-year and 8% sequential increase in orders, with automation orders up over 30% year-over-year.
Share Repurchase Program
Repurchased over 330,000 shares for approximately $80 million year-to-date and announced a new $1.5 million share repurchase authorization.
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AIT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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AIT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 01, 2025 | $242.79 | $228.27 | -5.98% |
Jan 29, 2025 | $251.27 | $253.50 | +0.89% |
Oct 24, 2024 | $222.68 | $230.78 | +3.64% |
Aug 15, 2024 | $197.54 | $199.01 | +0.74% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Applied Industrial Technologies (AIT) report earnings?
Applied Industrial Technologies (AIT) is schdueled to report earning on Aug 07, 2025, TBA Not Confirmed.
What is Applied Industrial Technologies (AIT) earnings time?
Applied Industrial Technologies (AIT) earnings time is at Aug 07, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AIT EPS forecast?
AIT EPS forecast for the fiscal quarter 2025 (Q4) is 2.64.
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