Applied Industrial Technologies (AIT) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $3.17
- Estimate
- $2.92
- Surprise
- +8.7%
- Revenue (period 2026-06-30)
- $1.35B
- Score at report (before → after)
- 5.3 → 5.3/10
Revenue source: xbrl.
How the report landed
Applied Industrial Technologies (AIT) beat the $2.92 estimate with adjusted EPS of $3.17 — a clear 8.7% upside surprise. TrendMatrix's engine moved from Buy (Wait) (5.3/10) to Hold at 5.3/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates AIT Sell at 5.7/10.
1 of the last 4 quarters beat the estimate; this quarter's +8.7% surprise compares with a +1.2% four-quarter average. Next scheduled report: 2027-01-26.
What argues against it
- Concentration risk — Geographic: United States (88.0%)
- Thin upside margin: 8.8%
- Sector modifier (Industrials): -0.7
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $303.85
- Price target
- $330.60
- Stop
- $284.03
- Upside to target
- +8.8%
- Reward-to-risk
- 1.3:1
At 26.4× trailing and 22.6× forward earnings, consensus estimates imply little change in earnings power.
Model outputs from TrendMatrix’s engine as of 2026-10-29 — shown for context, not personalized investment advice.
AIT at TrendMatrix's latest read
Industrial quarters are order-book stories — backlog and book-to-bill color how the market reads the reported number.
- Industry
- Industrial Distribution
- Market cap
- $10.99B
- P/E (fwd)
- 22.6
- P/E (ttm)
- 26.4
- 52-week range
- $238.72–$374.80
- Off 52-week high
- 18.9%
- RSI (14)
- 32
- Volume vs avg
- 0.01×
- Score today
- 5.7/10