Applied Industrial Q4 sales up 5.5%, beat estimates

Applied Industrial Technologies

14/08/2025 11:38

Overview

Applied Industrial fiscal Q4 sales rise 5.5% yr/yr, beating analyst expectations

Net income for fiscal Q4 beats analyst estimates, per LSEG data

Co issues fiscal 2026 guidance, projecting sales growth of 4% to 7%

Outlook

Applied Industrial sees fiscal 2026 EPS of $10.00 to $10.75

Company expects fiscal 2026 sales growth of 4% to 7%

Applied Industrial anticipates 1% to 4% organic sales growth in fiscal 2026

Company cites economic and tariff uncertainties impacting demand

Result Drivers

ACQUISITIONS BOOST - Sales growth driven by a 6.5% increase from acquisitions, offset by a 0.8% negative selling day impact and a 0.4% foreign currency translation impact

ENGINEERED SOLUTIONS - Segment saw a 1.8% increase in organic daily sales, contributing to overall growth

LIFO EXPENSES - Q4 results include $2.9 mln of LIFO expense, up from $0.3 mln in the prior-year period, affecting pre-tax results

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$1.22 bln
$1.18 bln (8 Analysts)
Q4 EPS
$2.8
Q4 Net Income
Beat
$107.84 mln
$101.40 mln (5 Analysts)
Q4 EBITDA
Beat
$153 mln
$150 mln (5 Analysts)
Q4 Operating Income
Beat
$135.08 mln
$133.80 mln (5 Analysts)
Q4 Pretax Profit
Beat
$135.04 mln
$131.50 mln (4 Analysts)
Q4 Basic EPS
$2.84
Q4 Gross Profit
$374.74 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the industrial machinery & equipment peer group is "buy"

Wall Street's median 12-month price target for Applied Industrial Technologies Inc is $276.43, about 0.3% above its August 13 closing price of $275.72

The stock recently traded at 26 times the next 12-month earnings vs. a P/E of 23 three months ago

Press Release: ID:nBw2MHsKXa

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)