Applied Industrial Posts Record Q4, Guides FY27 EPS to $11.65-$12.15, Raises Long-Term Targets
AIT sits 51% above its 52-week low of $238.34.
Summary
Applied Industrial Technologies reported fiscal Q4 sales of $1.4B, up 10.4% y/y, with organic growth of 9.7% — the strongest in over three years. Net income was $118.6M ($3.17 EPS), and EBITDA was $177.6M, with EBITDA margin expanding over 60 bps. Full-year sales hit $5.0B, up 8.8%, with net income of $414.5M ($10.95 EPS). Management issued fiscal 2027 guidance of EPS $11.65-$12.15, sales growth 4.0%-6.5%, and EBITDA margins 12.5%-12.8%, while raising intermediate targets to $7B sales and 14% EBITDA margins over five years. The guidance midpoint implies roughly 9% EPS growth at the midpoint, and Q1 fiscal 2027 organic sales growth of ~7% to date is being watched. The company is trading near its 52-week high, and the report confirms accelerating organic growth and margin expansion.
At the time of this announcement, AIT was trading at $359.37 on NYSE in the Industrial Applications And Services sector, with a market capitalization of approximately $13B. The 52-week trading range was $238.34 to $363.59. This news item was assessed with positive market sentiment and an importance score of 9 out of 10. Source: BusinessWire.