Filing Flows

Filing Flows › Applied Industrial Technologies (AIT) › Q4 FY26 › vs Q4 FY25

Applied Industrial Technologies (AIT) Q4 FY26 vs Q4 FY25 (year over year)

Applied Industrial Technologies's revenue rose $128M (+10%) from $1.2B in Q4 FY25 to $1.4B in Q4 FY26. Gross margin 30.4% against 30.6% (-0.2 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 Q4 FY25, the increases inside each band.

Applied Industrial Technologies: what changed, Q4 FY26 vs Q4 FY25Applied Industrial Technologies: what changed, Q4 FY26 vs Q4 FY25Cost of revenue$91.5MGross profit$36.5MOperating profit$24.2MPre-tax earnings$22.7MFree Cash Flow (company-repor…$21.6MOperating cash flow$17.9MOperating expenses$12.3MIncome tax$12.0MNet earnings$10.8MWorking capital & other$7.6M

Margins

Q4 FY26Q4 FY25Change
Gross margin30.4%30.6%-0.2 pts
Operating margin11.8%11.0%+0.7 pts
Net margin8.8%8.8%-0.0 pts
Free cash flow margin11.8%11.3%+0.5 pts

Every line

LineQ4 FY26Q4 FY25Change%
Revenue$1.4B$1.2B$128M+10%
Gross profit$411M$375M$36.5M+10%
Cost of revenue$941M$850M$91.5M+11%
Operating profit$159M$135M$24.2M+18%
Operating expenses$252M$240M$12.3M+5%
Pre-tax earnings$158M$135M$22.7M+17%
Net earnings$119M$108M$10.8M+10%
Income tax$39.2M$27.2M$12.0M+44%
Depreciation & amortization$16.3M$16.7M−$400K-2%
Working capital & other$30.1M$22.6M$7.6M+34%
Operating cash flow$165M$147M$17.9M+12%
Free Cash Flow (company-reported)$160M$138M$21.6M+16%
Capital expenditures$5.3M$8.9M−$3.6M-41%

Questions

How much did Applied Industrial Technologies's revenue grow year over year in Q4 FY26?

Applied Industrial Technologies's revenue rose $128M (+10%) from $1.2B in Q4 FY25 to $1.4B in Q4 FY26. Gross margin 30.4% against 30.6% (-0.2 pts).

Q4 FY26 results → · Compare in the interactive Sankey →