Filing Flows › Applied Industrial Technologies (AIT) › Guidance history
Applied Industrial Technologies (AIT) guidance history: what it guided and what it reported
Applied Industrial Technologies gave guidance in 12 earnings releases on file since Jan 25, 2024. Of 2 guided periods since reported, it met or beat its own guidance twice (100%). Revenue: 2 of 2, on average +7.4% against the guided midpoint. Its releases raised guidance 7 times and lowered it 3 times.
Revenue
Met or beat 2 of 2 periods (2 above, 0 within, 0 below).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY27 | $7.0B (Aug 13, 2026) | — | to be reported | — |
| Q4 FY26 | $1.2B (Aug 14, 2025) | $1.4B | above the range | +12.7% |
| Q4 FY25 | $1.2B (Aug 15, 2024) | $1.2B | above the range | +2.1% |
Operating income
Every guided period is still to be reported.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q4 FY27 | $159M (Aug 13, 2026) | — | to be reported | — |
Net income
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q4 FY27 | $119M (Aug 13, 2026) | — | to be reported | — |
| Q4 FY26 | $108M (Aug 14, 2025) | — | — | — |
| Q4 FY25 | $104M (Aug 15, 2024) | — | — | — |
EPS
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY27 | $11.65–$12.15 (Aug 13, 2026) → raised $11.70–$12.20 (Oct 27, 2026) | — | to be reported | — |
| Q4 FY27 | $3.17 (Aug 13, 2026) | — | to be reported | — |
| FY26 | $10.00–$10.75 (Aug 14, 2025) → raised $10.10–$10.85 (Oct 28, 2025) → raised $10.64–$10.75 (Apr 28, 2026) | — | — | — |
| Q4 FY26 | $2.80 (Aug 14, 2025) → raised $2.85–$2.96 (Apr 28, 2026) | — | — | — |
| FY25 | $9.20–$9.95 (Aug 15, 2024) → raised $9.25–$10.00 (Oct 24, 2024) | — | — | — |
| Q4 FY25 | $2.64 (Aug 15, 2024) → lowered $2.52–$2.67 (May 1, 2025) | — | — | — |
EBITDA
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q4 FY26 | $153M (Aug 14, 2025) | — | — | — |
| Q4 FY25 | $154M (Aug 15, 2024) | — | — | — |
EBITDA margin
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY27 | 14.0% (Aug 13, 2026) → lowered 12.5%–12.8% (Oct 27, 2026) | — | to be reported | — |
| Q4 FY27 | 14.0% (Aug 13, 2026) | — | to be reported | — |
| Q4 FY26 | 12.6%–12.8% (Apr 28, 2026) | — | — | — |
| FY26 | 12.2%–12.5% (Aug 14, 2025) → reaffirmed 12.2%–12.5% (Oct 28, 2025) → reaffirmed 12.3%–12.4% (Apr 28, 2026) | — | — | — |
| Q4 FY25 | 12.3%–12.4% (May 1, 2025) | — | — | — |
| FY25 | 12.1%–12.3% (Aug 15, 2024) → reaffirmed 12.1%–12.3% (Oct 24, 2024) | — | — | — |
The latest quarter
Applied Industrial Technologies, Q1 FY27: revenue $1.3B (+8% year over year), operating margin 11.1%, net earnings $110M, operating cash flow $86.4M. The chart follows the revenue to costs, profit and cash.
Questions
Does Applied Industrial Technologies beat its guidance?
Applied Industrial Technologies gave guidance in 12 earnings releases on file since Jan 25, 2024. Of 2 guided periods since reported, it met or beat its own guidance twice (100%). Revenue: 2 of 2, on average +7.4% against the guided midpoint.
How often does Applied Industrial Technologies raise guidance?
Its earnings releases raised guidance 7 times and lowered it 3 times since Jan 25, 2024.
Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.