Filing Flows › Applied Industrial Technologies (AIT) › Q4 FY26
Applied Industrial Technologies (AIT) Q4 FY26 earnings results (fourth quarter fiscal 2026)
10-K filed Aug 13, 2026
Applied Industrial Technologies (AIT) reported revenue of $1.4B for the fourth quarter fiscal 2026 (Q4 FY26), +10% from a year earlier and +8% from the quarter before. Operating margin was 11.8%, net earnings $119M (8.8% of revenue).
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 follows the revenue to costs, profit and cash.
| Q4 FY26 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $1.4B | +8% | +10% |
| Gross profit | $411M | +8% | +10% |
| Operating profit | $159M | +16% | +18% |
| Net earnings | $119M | +19% | +10% |
| Operating cash flow | $165M | +65% | +12% |
| Free cash flow | $160M | — | +16% |
What changed
Revenue was $1.4B in Q4 FY26, up 10% year over year and up 8% from the previous quarter. Service Center was the largest line at 63% of revenue.
Gross margin was 30.4%, down 0.2 points from Q4 FY25. Operating profit was $0.16B, a 11.8% margin (up 0.7 points year over year). Of the extra revenue versus Q4 FY25, 19% reached operating profit, above the 11% margin then. Operating expenses grew 5% against revenue growth of 10%. Net earnings were $0.12B, up 10% year over year. The effective tax rate was 24.8%.
Operating cash flow was $0.16B (up 12% year over year), 139% of net earnings. Non-cash charges added back $0.02B of depreciation and amortization. Working capital and other items added $0.03B. After capital expenditures ($0.01B), free cash flow as the company reports it was $0.16B.
Questions
What was Applied Industrial Technologies' revenue in the fourth quarter fiscal 2026?
Applied Industrial Technologies (AIT) reported revenue of $1.4B for the fourth quarter fiscal 2026 (Q4 FY26), +10% from a year earlier and +8% from the quarter before.
Was Applied Industrial Technologies profitable in the fourth quarter fiscal 2026?
Operating profit was $159M (11.8% of revenue) and net earnings $119M.