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Fiscal Q1 2026 Recap October 28, 2025 - The Premier Provider of Advanced Motion, Power, Control, & Automation Solutions to Critical Industrial Infrastructure - Safe Harbor Statement This presentation contains statements that are forward-looking, as that term is defined by the Securities and Exchange Commission in its rules, regulations and releases. Applied intends that such forward-looking statements be subject to the safe harbors created thereby. Forward-looking statements are often identified by qualifie ...

Financial Performance - Net sales for the first quarter reached $1.2 billion, an increase of 9.2% year-over-year, with organic sales growth of 3.0%[3] - Net income was reported at $100.8 million, or $2.63 per diluted share, reflecting an 11.4% increase compared to the prior year[5] - EBITDA for the quarter was $146.3 million, up 13.4% year-over-year, resulting in EBITDA margins of 12.2%[5][4] - Operating cash flow for the quarter was $119.3 million, with free cash flow of $112.0 million[5] - Free Cash Flow for Q3 2025 was $112.016 million, down from $122.198 million in Q3 2024, indicating a decrease of around 8.3%[22] Guidance and Projections - The company is increasing its fiscal 2026 EPS guidance to a range of $10.10 to $10.85, up from the previous range of $10.00 to $10.75[6] - Fiscal 2026 sales guidance remains at an increase of 4% to 7%, with organic growth expected to be between 1% and 4%[6] Segment Performance - The Service Center segment saw a 4.4% increase in organic sales, while the Engineered Solutions segment experienced a 0.4% decrease[3] Dividends and Shareholder Returns - The company declared a quarterly cash dividend of $0.46 per common share, payable on November 28, 2025[7] M&A and Business Development - The M&A pipeline remains active, with ongoing initiatives aimed at expanding business opportunities[4] Market Sentiment and Investment - Customer sentiment is gradually improving, with expectations for capital investment in the North American industrial sector to increase in the coming quarters[4] Cash Flow and Capital Expenditures - Net Cash provided by Operating Activities for Q3 2025 was $119.317 million, a decrease from $127.747 million in Q3 2024, representing a decline of approximately 5.6%[22] - Capital expenditures increased to $7.301 million in Q3 2025 from $5.549 million in Q3 2024, reflecting a rise of about 31.6%[22]

Applied Industrial Technologies (AIT) came out with quarterly earnings of $2.63 per share, beating the Zacks Consensus Estimate of $2.47 per share. This compares to earnings of $2.36 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +6.48%. A quarter ago, it was expected that this industrial products company would post earnings of $2.6 per share when it actually produced earnings of $2.8, delivering a surprise of +7.69%.Over the ...

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Core Insights - Applied Industrial Technologies reported a net sales increase of 9.2% year-over-year for the first quarter of fiscal 2026, reaching $1.2 billion, with organic sales growth of 3.0% [2][7] - The company achieved a net income of $100.8 million, or $2.63 per diluted share, reflecting an 11.4% increase compared to the previous year [2][7] - EBITDA for the quarter was reported at $146.3 million, marking a 13.4% year-over-year growth [2][7] Financial Performance - Net sales for the quarter were $1.2 billion, up 9.2% from $1.1 billion in the prior year [2][9] - Organic sales growth was 3.0%, driven by a 4.4% increase in the Service Center segment, while the Engineered Solutions segment saw a slight decline of 0.4% [2][3] - The company reported an EBITDA margin of 12.2%, an increase of nearly 50 basis points from the prior year [3] Guidance and Outlook - The company has modestly increased its fiscal 2026 EPS guidance to a range of $10.10 to $10.85, up from the previous range of $10.00 to $10.75 [3][7] - Sales guidance remains at an increase of 4% to 7%, with organic growth expected to be between 1% to 4% [3] - The company anticipates gradual improvement in end-market demand, despite ongoing macroeconomic uncertainties and inflationary pressures [3] Dividend Announcement - The Board of Directors declared a quarterly cash dividend of $0.46 per common share, payable on November 28, 2025 [4]

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Core Insights - Applied Industrial Technologies, Inc. (AIT) is positioned for growth due to strong demand in technology, food & beverage, pulp & paper, and oil & gas markets [1] - The Engineered Solutions segment is benefiting from increased investments in datacenter infrastructure and semiconductor manufacturing [1] Segment Performance - The Engineered Solutions segment's organic revenues increased by 1.8% year over year in Q4 FY25 [2] - Acquisitions of IRIS Factory Automation and Hydradyne contributed positively, adding 6.5% to sales [3][8] - Service Center revenues declined by 1.5% due to reduced maintenance, repair, and operations spending, particularly in international markets [9] Financial Performance - AIT paid out dividends totaling $63.7 million in fiscal 2025, a 14% increase year over year, and raised its quarterly dividend rate by 24% in January 2025 [4] - The company's cost of sales rose by 1.2% year over year, while SG&A expenses increased by 5.2%, reaching 19.4% of total revenues [10] Market Position - AIT's stock has gained 15.9% over the past year, outperforming the industry growth of 3.6% [7]

Core Viewpoint - Applied Industrial Technologies will release its fiscal 2026 first quarter results on October 28, 2025, before market opens [1] Company Announcement - The fiscal 2026 first quarter ended on September 30, 2025 [1] - A conference call will be held at 10 a.m. ET on the same day to discuss the results and outlook [1] - A live audio webcast and supplemental presentation will be available on the Investor Relations site [1]

Core Insights - Applied Industrial Technologies, Inc. (AIT) is positioned for growth due to strong performance in technology, food & beverage, pulp & paper, and oil & gas markets [1] - The Engineered Solutions segment is benefiting from solid demand for technical offerings, particularly in motion control, specialty flow control, and automation solutions, driven by increased investments in data center infrastructure and semiconductor manufacturing [1][2] Segment Performance - The Engineered Solutions segment's organic revenues increased by 1.8% year over year in Q4 fiscal 2025, despite a decline in fluid power component sales due to weak demand from off-highway mobile OEM customers [2][7] - Favorable order trends in automation, technology, and industrial verticals are expected to support revenue growth in the upcoming quarters [2] Acquisitions and Growth Strategy - AIT plans to enhance its business through acquisitions, such as the purchase of IRIS Factory Automation in May 2025, which is anticipated to strengthen its automation offerings [3] - The acquisition contributed to a 19.7% increase in sales for the Engineered Solutions segment in Q4 fiscal 2025 [3][7] Peer Comparison - EnerSys (ENS) reported an 8.4% revenue increase in its Energy Systems segment for Q1 fiscal 2026, driven by the expansion of U.S. communications networks and AI-driven data demand [4] - Roper Technologies, Inc. (ROP) is experiencing growth in its Technology enabled Products segment, with expectations of high-single-digit organic revenue growth in the second half of 2025 [5] Financial Performance - AIT's shares have increased by 14.7% over the past three months, outperforming the industry growth of 8% [6] - The company is currently trading at a forward price-to-earnings ratio of 24.23X, above the industry average of 21.14X [9] Earnings Estimates - The Zacks Consensus Estimate for AIT's fiscal 2026 earnings has decreased by 0.4% over the past 60 days [11]