Core Insights - Applied Industrial Technologies (AIT) reported revenue of $1.2 billion for the quarter ended September 2025, reflecting a year-over-year increase of 9.2% [1] - Earnings per share (EPS) for the quarter was $2.63, up from $2.36 in the same quarter last year, surpassing the consensus estimate of $2.47 by 6.48% [1] - The revenue exceeded the Zacks Consensus Estimate of $1.18 billion, resulting in a surprise of 1.8% [1] Financial Performance Metrics - Net Sales for Engineered Solutions reached $417.05 million, exceeding the average estimate of $414.33 million by analysts, marking a year-over-year increase of 19.4% [4] - Net Sales for Service Center Based Distribution amounted to $782.47 million, surpassing the estimated $763.97 million, with a year-over-year change of 4.4% [4] - Operating income for Engineered Solutions was reported at $45.86 million, below the average estimate of $52.19 million [4] - Operating income for Service Center Based Distribution was $104.05 million, exceeding the estimated $98.27 million [4] Stock Performance - Shares of Applied Industrial Technologies have returned +0.6% over the past month, compared to a +3.6% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]