Spoken Alpha
AIT
APPLIED INDUSTRIAL TECHNOLOGIES INC
Overview
APPLIED INDUSTRIAL TECHNOLOGIES INC is a Industrials company operating in Industrial Distribution with a $12.22B market cap.
Most recent reported earnings: Q2 FY2026 (Aug 12, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2025-10-2817 Q&A exchanges
- Q4 FY2025Earnings2025-08-1414 Q&A exchanges
- Q3 FY2025Earnings2025-05-0122 Q&A exchanges
- Q2 FY2025Earnings2025-01-2920 Q&A exchanges
- Q1 FY2025Earnings2024-10-2527 Q&A exchanges
- Q4 FY2024Earnings2024-08-157 Q&A exchanges
- Q3 FY2024Earnings2024-04-2511 Q&A exchanges
- Q2 FY2024Earnings2024-01-2521 Q&A exchanges
- Q1 FY2024Earnings2023-10-2916 Q&A exchanges
- Q4 FY2023Earnings2023-08-1013 Q&A exchanges
- Q3 FY2023Earnings2023-04-2710 Q&A exchanges
- Q2 FY2023Earnings2023-01-2615 Q&A exchanges
- Q1 FY2023Earnings2022-10-3011 Q&A exchanges
- Q4 FY2022Earnings2022-08-1111 Q&A exchanges
- Q3 FY2022Earnings2022-04-2922 Q&A exchanges
- Q2 FY2022Earnings2022-01-2717 Q&A exchanges
- Q1 FY2022Earnings2021-10-2722 Q&A exchanges
- Q4 FY2021Earnings2021-08-1722 Q&A exchanges
- Q3 FY2021Earnings2021-05-025 Q&A exchanges
- Q2 FY2021Earnings2021-01-2811 Q&A exchanges
- Q1 FY2021Earnings2020-10-2822 Q&A exchanges
History
Earnings history
- Q2 FY20262026-08-12EPS— vs $2.92—Rev— vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-08-12 | — | $2.92 | — | — | — | — | EODHD |
Source: EODHD. AIT reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks AIT's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters with 50% positive reaction rate
SampleConsistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $2.90 | $2.28 | +27.3% | -3.9% | -4.6% |
| Q4 FY2026 | $2.71 | $2.31 | +17.5% | -4.0% | -4.8% |
| Q3 FY2026 | $2.61 | $2.14 | +21.8% | 0.0% | -1.7% |
| Q2 FY2026 | $3.10 | $2.43 | +27.4% | -0.8% | +2.0% |
| Q1 FY2025 | $3.06 | $2.46 | +24.2% | +5.4% | +6.3% |
| Q4 FY2025 | $2.62 | $2.24 | +16.8% | +1.6% | +0.1% |
| Q3 FY2025 | $2.89 | $2.30 | +25.6% | +3.6% | +3.5% |
| Q2 FY2025 | $3.00 | $2.30 | +30.4% | -0.2% | -2.3% |
| Q1 FY2024 | $3.11 | $2.49 | +24.8% | +6.9% | +9.7% |
| Q4 FY2024 | $3.25 | $2.50 | +29.9% | +6.8% | +9.6% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Raised2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Neil A SchrimsherCEO1 yr 4 mo21 callsCurrentSample
CEO since 2025 • 3/4 beats (75%) • last guidance raise Q1 FY2026
- David K WellsCFO10 mo10 callsCurrentSample
CFO since 2025 • 2/4 beats (50%) • last guidance cut Q2 FY2026
- Richard M WagnerChief Accounting Officer10 mono recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 1/4 beats (25%) • guidance suspended Q3 FY2026
- Kurt W LoringVP-Chief HR Officer10 mono recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 2/4 beats (50%) • guidance suspended Q2 FY2026
- Jon S PloetzVP-General Counsel & Secretary10 mono recorded callsCurrentSample
OTHER since 2025 • 3/4 beats (75%) • last guidance raise Q2 FY2026
- Warren E Hoffner IIIVP, General Mgr-Fluid Power10 mono recorded callsCurrentSample
OTHER since 2025 • 2/4 beats (50%) • last guidance raise Q1 FY2026
Peers
Other companies in Industrials
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for AIT.
$ curl https://api.spokenalpha.com/v1/companies/AITFAQ
Frequently asked about AIT
Where can I find APPLIED INDUSTRIAL TECHNOLOGIES INC's (AIT) earnings call transcripts?
Spoken Alpha indexes AIT's earnings call transcripts at https://spokenalpha.com/companies/AIT. Each call links to attributed speakers and parsed analyst Q&A. APPLIED INDUSTRIAL TECHNOLOGIES INC's own investor relations page is at https://ir.applied.com/home/default.aspx.
When was APPLIED INDUSTRIAL TECHNOLOGIES INC's most recent earnings call?
APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) held its most recent earnings call on 2025-10-28, covering fiscal Q1 2026.
What sector is AIT in?
APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) operates in the Industrials sector (Industrial Distribution industry).