When did Applied Industrial Technologies report Q2 2026 earnings?

Applied Industrial Technologies (AIT) reported Q2 2026 earnings on January 27, 2026 before market open.

What were Applied Industrial Technologies's Q2 2026 revenue and EPS?

Applied Industrial Technologies reported revenue of $1.2B and diluted EPS of $2.51 for Q2 2026.

Did Applied Industrial Technologies beat estimates in Q2 2026?

Revenue missed the consensus estimate of $1.2B by $8.9M. EPS beat the consensus estimate of $2.48 by $0.03.

How did Applied Industrial Technologies's Q2 2026 results compare year-over-year?

Compared to the same quarter a year prior, revenue grew 8.4% from $1.1B a year earlier and diluted EPS grew 5.0% from $2.39.

Where can I find Applied Industrial Technologies's Q2 2026 SEC filings?

You can read the 8-K earnings release (0000109563-26-000013) and the 10-Q periodic report (0000109563-26-000015) directly on SEC EDGAR. The filing index links above go to sec.gov.

Applied Industrial Technologies AIT Q2 2026 earnings

Reported January 27, 2026 · Before market open

Revenue$1.2BMiss by $8.9M Diluted EPS$2.51Beat by $0.03

Revenue estimate$1.2B

EPS estimate$2.48

Next report

Aug 13, 2026 (in 2 months)

Revenue estimate$1.3B

EPS estimate$2.91

Financials

Q2 2026

Income statement

See full

Revenue$1.2B+8.4%

Gross profit$353.3M+7.7%

Operating income$123.2M+1.9%

Net income$95.3M+2.2%

EPS (diluted)$2.51+5.0%

Balance sheet

See full

Cash & equivalents$406.0M+33.8%

Total debt$572.3M0.0%

Total equity$1.9B+4.5%

Total assets$3.2B+3.8%

Cash flow

See full

Operating cash flow$99.7M+4.8%

CapEx$6.3M+20.8%

Free cash flow$93.4M+3.8%

Valuation & ratios

Q2 2026

Valuation

See full

Market cap$9.68B+5.2%

Enterprise value$9.85B+4.0%

P/E24×+0.1×

P/S2×0.0×

Profitability

See full

Gross margin30.4%+0.3pp

Operating margin10.9%-0.2pp

Net margin8.5%-0.1pp

FCF margin9.6%+0.7pp

Returns & leverage

See full

Return on equity22%-0.7pp

Debt / equity0.3×0.0×

Current ratio3.7×-0.1×

Segments

By segment

See full

Service Center$748.3M+3.3%

Engineered Solutions$433.1M+19.3%

Versus estimates

Revenue

Q3 2026$1.3BBeat by $26.4M

Q2 2026$1.2BMiss by $8.9M

Q1 2026$1.2BBeat by $11.7M Q4 2025$1.2BBeat by $41.5M Q3 2025$1.2BMiss by $14.7M Q2 2025$1.1BMiss by $77.8M

Diluted EPS

Q3 2026$2.65Beat by $0.02

Q2 2026$2.51Beat by $0.03

Q1 2026$2.63Beat by $0.15 Q4 2025$2.80Beat by $0.17 Q3 2025$2.57Beat by $0.17 Q2 2025$2.39Beat by $0.17

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Questions, answered.

When did Applied Industrial Technologies report Q2 2026 earnings?: Applied Industrial Technologies (AIT) reported Q2 2026 earnings on January 27, 2026 before market open.
What were Applied Industrial Technologies's Q2 2026 revenue and EPS?: Applied Industrial Technologies reported revenue of $1.2B and diluted EPS of $2.51 for Q2 2026.
Did Applied Industrial Technologies beat estimates in Q2 2026?: Revenue missed the consensus estimate of $1.2B by $8.9M. EPS beat the consensus estimate of $2.48 by $0.03.
How did Applied Industrial Technologies's Q2 2026 results compare year-over-year?: Compared to the same quarter a year prior, revenue grew 8.4% from $1.1B a year earlier and diluted EPS grew 5.0% from $2.39.
Where can I find Applied Industrial Technologies's Q2 2026 SEC filings?: You can read the 8-K earnings release (0000109563-26-000013) and the 10-Q periodic report (0000109563-26-000015) directly on SEC EDGAR. The filing index links above go to sec.gov.