A AIT

Applied Industrial Technologies Inc

$267.12

-0.83% ($2.24)

Volume 195,625

52W High $296.70

52W Low $199.96

Market Cap $8.51B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$2.74

Whisper EPS

$2.88

5.2% above consensus

Last Quarter

$2.51

Current Streak

1 Meet

Avg Surprise (4Q)

+3.43%

Next Earnings Report

Reports in 16 days

Report Date Apr 23, 2026

Whisper Spread +5.16%

Consensus Estimate

$2.74

Official analyst average

Whisper Number

$2.88

What traders expect

Bullish Sentiment: The whisper number is 5.2% above consensus, suggesting traders expect a strong beat. The stock may be priced for upside surprise.

Price Chart

EPS History: Consensus vs Actual

Last 12 quarters

Price Movement Around Earnings

Q4 2025 Jan 27, 2026

1-Day: -2.32%

Q3 2025 Oct 22, 2025

1-Day: +2.56%

5-Day: +2.56%

Q2 2025 Aug 14, 2025

1-Day: -6.43%

5-Day: -3.53%

Q1 2025 Apr 23, 2025

1-Day: +4.51%

5-Day: +4.19%

Revenue & Financial Performance

Revenue Whisper

$1.18B

TWN Proprietary Estimate

Last Quarter Revenue

$1.16B

+8.4% YoY

Gross Margin

28.9%

Net Margin: 8.2%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q4'25	$1.16B	+8.4%	28.9%	12.0%	$95.3M
Q3'25	$1.20B	+9.2%	30.1%	10.8%	$100.8M
Q2'25	$1.22B	+5.5%	30.6%	11.0%	$107.8M
Q1'25	$1.17B	+1.8%	30.5%	11.1%	$99.8M
Q4'24	$1.07B	-0.4%	30.6%	11.3%	$93.3M
Q3'24	$1.10B	+0.3%	29.6%	10.3%	$92.1M
Q2'24	$1.16B	+0.2%	30.7%	12.0%	$103.5M
Q1'24	$1.15B	+1.3%	29.5%	10.6%	$97.2M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q4 2025	Jan 27, 2026	$2.49	$2.62	$2.51	+0.80%	Missed
Q3 2025	Oct 22, 2025	$2.48	$2.58	$2.63	+6.05%	Beat
Q2 2025	Aug 14, 2025	$2.63	$2.75	$2.80	+6.46%	Beat
Q1 2025	Apr 23, 2025	$2.41	$2.50	$2.57	+6.64%	Beat
Q4 2024	Jan 23, 2025	$2.21	$2.31	$2.39	+8.14%	Beat
Q3 2024	Oct 24, 2024	$2.25	$2.38	$2.36	+4.89%	Met
Q2 2024	Aug 15, 2024	$2.51	$2.67	$2.64	+5.18%	Missed
Q1 2024	Apr 25, 2024	$2.40	$2.53	$2.48	+3.33%	Missed
Q4 2023	Jan 25, 2024	$2.11	$2.26	$2.32	+9.95%	Beat
Q3 2023	Oct 26, 2023	$2.09	$2.28	$2.37	+13.40%	Beat
Q2 2023	Aug 10, 2023	$2.17	$2.39	$2.35	+8.29%	Missed
Q1 2023	Apr 27, 2023	$2.15	$2.37	$2.47	+14.88%	Beat