Applied Industrial Technologies, Inc.
Applied Industrial Technologies, Inc. Q2 FY26 Results — Earnings Call Analysis
Q2 FY26 earnings call: what management said on revenue, margins and capex.
What the Q2 FY26 call signalled
2 of 4 strong
The short version
- Organic sales growth projected at 3.8% to 4.2% for full fiscal 2026, with Q4 organic growth expected between 4% to 5.5%. - Full year fiscal 2026 EPS guidance tightened to $10.60 - $10.75, up from prior $10.45 - $10.75.
From Applied Industrial Technologies, Inc.'s Q2 FY26 earnings-call transcript · updated 30 May 2026.
Revenue & Sales Performance
- Organic sales growth projected at 3.8% to 4.2% for full fiscal 2026, with Q4 organic growth expected between 4% to 5.5%.
- Early Q4 April sales trending up by a high single-digit percent year-over-year month-to-date, showing encouraging volume recovery.
- Volume growth month-to-date at high single digits, though tougher comps in May and June due to 200 basis points step-ups each month.
- Continued volume rebound expected despite some near-term variability due to geopolitical and trade uncertainties.
- Engineered Solutions segment organic growth remains strong, with double-digit growth in automation and fluid power.
- Positive sales momentum supported by secular and structural tailwinds across North American manufacturing.
2 more points from Applied Industrial Technologies, Inc.'s call on revenue
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Profitability & Margins
See what Applied Industrial Technologies, Inc. said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company continues to invest internally to support growth potential and strategy.
- Investments focus on enhancing sales processes, talent, systems, and analytics within service center teams.
- Capital deployment includes accretive M&A, dividend growth, and share buybacks.
- Year-to-date, over $300 million has been deployed on share repurchases, M&A, and dividends.
- M&A remains a top priority, targeting midsize and smaller tuck-in companies with clear engagement in Engineered Solutions prospects like fluid power, flow control, and automation.
2 more points from Applied Industrial Technologies, Inc.'s call on capex
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Fundraising & Capital Structure
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Order Book & Pipeline
- Engineered Solutions segment orders were up by a double-digit percent over the prior year for the second straight quarter.
- Backlog and book-to-bill both increased sequentially during the quarter.
- Orders are encouraging and sustaining positive trajectory.
- Customers are accelerating automation projects, leading to shorter sales lead times and faster order conversions.
- Timing of order conversion varies depending on project complexity and customer project schedules, ranging from 60 to 90 days or longer.
- Early April volume trends show high single-digit growth month-to-date.
2 more points from Applied Industrial Technologies, Inc.'s call on order book
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Continue your research
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Potential multibaggers · Q2 FY27
This quarter's potential multibaggers
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Frequently Asked Questions
What were Applied Industrial Technologies, Inc. Q2 FY26 results?
- Organic sales growth projected at 3.8% to 4.2% for full fiscal 2026, with Q4 organic growth expected between 4% to 5.5%. - Full year fiscal 2026 EPS guidance tightened to $10.60 - $10.75, up from prior $10.45 - $10.75.
What is Applied Industrial Technologies, Inc. share price analysis?
Applied Industrial Technologies, Inc. currently shows a neutral. The stock trades at a P/E of 29.4 with a market cap of $11,403. Investors should review the full earnings analysis for detailed insights.
Is Applied Industrial Technologies, Inc. planning capital expenditure?
- The company continues to invest internally to support growth potential and strategy.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.