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Applied Industrial Technologies (AIT) earnings and revenue breakdown

Latest: Q1 FY27 · 10-Q filed Oct 27, 2026 · Applied Industrial Technologies (AIT) Q1 FY27 earnings results →

Q1 FY27 Revenue up 8% year over year to $1.3B · 9¢ of every $1 of revenue kept as net profit · operating margin 11.1%

Applied Industrial Technologies made $1.3B in Q1 FY27 (+8% Y/Y): Service Center $815M, Engineered Solutions $476M. Operating margin 11.1%, net earnings $110M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Oct 27, 2026.

Revenue$1.3B

Year over year+8%

Operating margin11.1%

Net earnings$110M

Operating cash flow$86.4M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $1.3B in Q1 FY27, up 8% year over year and down 5% from the previous quarter. Service Center was the largest line at 63% of revenue. Engineered Solutions added $0.06B year over year (up 14%), 64% of the total change.

Gross margin was 30.4%, up 0.2 points from Q1 FY26. Operating profit was $0.14B, a 11.1% margin (up 0.4 points year over year). Of the extra revenue versus Q1 FY26, 16% reached operating profit, above the 11% margin then. Operating expenses grew 7% against revenue growth of 8%. Net earnings were $0.11B, up 10% year over year. The effective tax rate was 21.7%.

Operating cash flow was $0.09B (down 28% year over year), 78% of net earnings. Non-cash charges added back $0.02B of depreciation and amortization. Working capital and other items used $0.04B. After capital expenditures ($0.01B), free cash flow as the company reports it was $0.07B.

Quarterly history

Quarter	Form	Filed	Revenue	Y/Y	Op. margin	Net earnings	Op. cash flow
Q1 FY27	10-Q	Oct 27, 2026	$1.3B	+8%	11.1%	$110M	$86.4M
Q4 FY26	10-K	Aug 13, 2026	$1.4B	+10%	11.8%	$119M	$165M
Q3 FY26	10-Q	Apr 28, 2026	$1.3B	+7%	11.0%	$99.8M	$100M
Q2 FY26	10-Q	Jan 27, 2026	$1.2B	+8%	10.6%	$95.3M	$99.7M
Q1 FY26	10-Q	Oct 28, 2025	$1.2B	+9%	10.8%	$101M	$119M
Q4 FY25	10-K	Aug 15, 2025	$1.2B	+6%	11.0%	$108M	$147M
Q3 FY25	10-Q	May 1, 2025	$1.2B	+2%	11.1%	$99.8M	$122M

Charts

Latest (Q1 FY27): Y/Y +8%, Q/Q -5%.

From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.

Latest (Q1 FY27): Net income $110M, Operating cash flow $86.4M.

-3.7% since FY21: buybacks shrank the count.

Cash $127M, short-term investments —, long-term debt — at 2026-06-30.

Wholesale-Machinery, Equipment & Supplies; dot size is quarterly revenue; dashed lines are the industry's medians.