
Applied Industrial Technologies adjusted its FY26 guidance, now expecting EPS of $10.64 to $10.75 on total sales growth of 7.2% to 7.7%, and an EBITDA margin of 12.3% to 12.4%.
Bullish
Applied Industrial Technologies delivered strong organic sales growth and record quarterly EBITDA, supported by its favorable industry position, and authorized a new share repurchase program.
Bearish
Applied Industrial Technologies faced increased LIFO expense and non-routine tax adjustments, while its guidance also incorporates macro uncertainty from geopolitical events, trade policy, and inflationary headwinds.