Filing Flows › Applied Industrial Technologies (AIT) › Q4 FY26 › vs Q3 FY26
Applied Industrial Technologies (AIT) Q4 FY26 vs Q3 FY26 (quarter over quarter)
Applied Industrial Technologies's revenue rose $101M (+8%) from $1.3B in Q3 FY26 to $1.4B in Q4 FY26. The biggest changes: Engineered Solutions +$56.7M (+13%); Service Center +$44.6M (+6%). Gross margin 30.4% against 30.4% (-0.0 pts).
Applied Industrial Technologies, Q4 FY26: revenue $1.4B (+10% year over year), operating margin 11.8%, net earnings $119M, operating cash flow $165M. The chart draws each line against Q3 FY26, the increases inside each band.
Margins
| Q4 FY26 | Q3 FY26 | Change | |
|---|---|---|---|
| Gross margin | 30.4% | 30.4% | -0.0 pts |
| Operating margin | 11.8% | 11.0% | +0.8 pts |
| Net margin | 8.8% | 8.0% | +0.8 pts |
Every line
| Line | Q4 FY26 | Q3 FY26 | Change | % |
|---|---|---|---|---|
| Service Center | $849M | $805M | $44.6M | +6% |
| Engineered Solutions | $503M | $447M | $56.7M | +13% |
| Revenue | $1.4B | $1.3B | $101M | +8% |
| Gross profit | $411M | $381M | $30.4M | +8% |
| Cost of revenue | $941M | $871M | $70.8M | +8% |
| Operating profit | $159M | $138M | $21.4M | +16% |
| Operating expenses | $252M | $243M | $9.0M | +4% |
| Pre-tax earnings | $158M | $135M | $22.7M | +17% |
| Net earnings | $119M | $99.8M | $18.8M | +19% |
| Income tax | $39.2M | $35.4M | $3.8M | +11% |
| Depreciation & amortization | $16.3M | $16.3M | −$18K | -0.1% |
| Working capital & other | $30.1M | −$15.9M | $46.1M | — |
| Operating cash flow | $165M | $100M | $64.9M | +65% |
Questions
How much did Applied Industrial Technologies's revenue grow quarter over quarter in Q4 FY26?
Applied Industrial Technologies's revenue rose $101M (+8%) from $1.3B in Q3 FY26 to $1.4B in Q4 FY26.
What drove Applied Industrial Technologies's revenue change in Q4 FY26?
Engineered Solutions +$56.7M (+13%); Service Center +$44.6M (+6%).