Applied Industrial Technologies (AIT) Q3 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $2.97
- Estimate
- $2.89
- Surprise
- +2.8%
- Revenue (period 2026-09-30)
- $1.29B
- Score at report (before → after)
- 5.9 → 5.9/10
Revenue source: xbrl.
How the report landed
Applied Industrial Technologies (AIT) beat the $2.89 estimate with adjusted EPS of $2.97 — a modest 2.8% upside surprise. TrendMatrix's engine moved from Buy (Wait) (5.9/10) to Sell at 5.9/10 after the report.
Coverage in the report window
- Applied Industrial Techs Sees Q2 Sales $1.233B-$1.256B vs $1.255B Est — benzinga, 2026-10-27
Where TrendMatrix's rating stands now
TrendMatrix currently rates AIT Sell at 5.9/10.
1 of the last 4 quarters beat the estimate; this quarter's +2.8% surprise compares with a +1.2% four-quarter average.
What supports the rating
- Wide economic moat
What argues against it
- Concentration risk — Geographic: United States (88.0%)
- Sector modifier (Industrials): -0.7
- Negative momentum
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $297.58
- Price target
- $346.55
- Stop
- $284.03
- Upside to target
- +16.5%
- Reward-to-risk
- 2.3:1
At 26.4× trailing and 22.5× forward earnings, consensus estimates imply little change in earnings power.
Risk check: RSI 28 — a level conventionally read as oversold; trading volume is running 2.5× its average — elevated turnover around the report window.
Model outputs from TrendMatrix’s engine as of 2026-10-28 — shown for context, not personalized investment advice.
AIT at TrendMatrix's latest read
Industrial quarters are order-book stories — backlog and book-to-bill color how the market reads the reported number.
- Industry
- Industrial Distribution
- Market cap
- $10.93B
- P/E (fwd)
- 22.5
- P/E (ttm)
- 26.4
- 52-week range
- $238.72–$374.80
- Off 52-week high
- 20.6%
- RSI (14)
- 28
- Volume vs avg
- 2.46×
- Score today
- 5.9/10