Compared to Estimates, Applied Industrial Technologies (AIT) Q2 Earnings: A Look at Key Metrics

Core Insights - Applied Industrial Technologies (AIT) reported revenue of $1.16 billion for the quarter ended December 2025, reflecting an 8.4% increase year-over-year, although it was a slight miss of 0.78% compared to the Zacks Consensus Estimate of $1.17 billion [1] - The earnings per share (EPS) for the quarter was $2.51, up from $2.39 in the same quarter last year, surpassing the consensus estimate of $2.48 by 1.41% [1] Financial Performance Metrics - Net Sales for Engineered Solutions reached $415.7 million, a 19.1% increase year-over-year, but slightly below the average estimate of $416.22 million from two analysts [4] - Net Sales for Service Center Based Distribution was $747.32 million, representing a 3.3% increase year-over-year, but also below the estimated $754.86 million [4] - Operating income for Engineered Solutions was reported at $47.88 million, compared to the average estimate of $51.79 million from two analysts [4] - Operating income for Service Center Based Distribution was $94.27 million, below the estimated $99.25 million from two analysts [4] Stock Performance - Shares of Applied Industrial Technologies have returned +6.9% over the past month, outperforming the Zacks S&P 500 composite, which saw a +0.4% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]