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Applied Industrial Technologies AIT Q3 2026 earnings

Reported April 28, 2026 · Before market open

Revenue$1.3BBeat by $26.4M
EPS$2.65Beat by $0.02
Revenue estimate$1.2B
EPS estimate$2.63

Next report

Aug 13, 2026 (In 2 weeks)
Revenue estimate$1.3B
EPS estimate$2.91

Financials

Q3 2026

Income statement

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Revenue$1.3B+7.3%
Gross profit$380.8M+7.2%
Operating income$137.9M+6.6%
Net income$99.8M0.0%
EPS (diluted)$2.65+3.1%

Balance sheet

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Cash & equivalents$171.6M-51.4%
Total debt$365.3M-36.2%
Total equity$1.9B+1.8%
Total assets$3.0B-4.1%

Cash flow

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Operating cash flow$100.1M-18.2%
CapEx$4.7M-37.3%
Free cash flow$95.4M-17.0%

Valuation & ratios

Valuation

as of 07/29/26
See full
Market cap$12.86B+24.0%
Enterprise value$13.06B+21.4%
P/E31.9×+5.5×
P/S2.7×+0.4×

Profitability

See full
Gross margin30.4%+0.1pp
Operating margin10.9%-0.3pp
Net margin8.3%-0.3pp
FCF margin9.1%-0.7pp

Returns & leverage

See full
Return on equity21.9%-0.3pp
Debt / equity0.2×-0.1×
Current ratio2.9×-0.6×

Segments

By segment

See full
Service Center$806.0M+5.7%
Engineered Solutions$466.7M+11.9%

Versus estimates

Revenue

Q3 2026$1.3BBeat by $26.4M
Q2 2026$1.2BMiss by $8.9MQ1 2026$1.2BBeat by $11.7MQ4 2025$1.2BBeat by $41.5MQ3 2025$1.2BMiss by $14.7MQ2 2025$1.1BMiss by $77.8M

Diluted EPS

Q3 2026$2.65Beat by $0.02
Q2 2026$2.51Beat by $0.03Q1 2026$2.63Beat by $0.15Q4 2025$2.80Beat by $0.17Q3 2025$2.57Beat by $0.17Q2 2025$2.39Beat by $0.17

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Questions, answered.

When did Applied Industrial Technologies report Q3 2026 earnings?
Applied Industrial Technologies (AIT) reported Q3 2026 earnings on April 28, 2026 before market open.
What were Applied Industrial Technologies's Q3 2026 revenue and EPS?
Applied Industrial Technologies reported revenue of $1.3B and eps of $2.65 for Q3 2026.
Did Applied Industrial Technologies beat estimates in Q3 2026?
Revenue beat the consensus estimate of $1.2B by $26.4M. EPS beat the consensus estimate of $2.63 by $0.02.
How did Applied Industrial Technologies's Q3 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 7.3% from $1.2B a year earlier and eps grew 3.1% from $2.57.
Where can I find Applied Industrial Technologies's Q3 2026 SEC filings?
You can read the 8-K earnings release (0000109563-26-000019) and the 10-Q periodic report (0000109563-26-000021) directly on SEC EDGAR. The filing index links above go to sec.gov.