Consensus EPS · Q4 2026
$2.92
Consensus revenue · Q4 2026
$1.3B
Analysts
6
Expected report
Aug 13, 2026
What to watch
- Analyst ratings: Mixed
Analyst consensus
Based on estimates from 6 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $1.3B | $1.3B | $1.3B |
| EPS | $2.90 | $2.92 | $2.93 |
| EBITDA | $230.4M | $232.4M | $234.2M |
| EBIT | $219.2M | $221.1M | $222.8M |
| Net income | $110.1M | $110.9M | $111.6M |
- Revenue$1.3B
- EPS$2.92
- EBITDA$232.4M
- EBIT$221.1M
- Net income$110.9M
Historical beat/miss
Actual reported results vs. analyst consensus at the time. Positive = beat, negative = miss.
| Period | Rev. actual | Rev. est. | Rev. surprise | EPS actual | EPS est. | EPS surprise |
|---|---|---|---|---|---|---|
| Q3 2026 | $1.3B | $1.2B | +2.2% | $2.65 | $2.65 | +0.1% |
- Q3 2026+2.2%+0.1%
Estimate revisions
How analyst consensus estimates have changed over the past 90 days.
| Metric | Now | 30d ago | 60d ago | 90d ago | 30d Δ |
|---|---|---|---|---|---|
| Revenue | $1.2B | $1.2B | — | — | 0% |
| EPS | $2.76 | $2.76 | — | — | 0% |
Community vs analysts
See how the TickerLeague crowd's forecast stacks up against Wall Street.
Be the first to predict
No community consensus for Applied Industrial Technologies (AIT) Q4 2026 yet. Make a prediction to start the crowd forecast.
Analyst price target
Based on price targets from 1 analyst.
- Low
- $300.00
- Consensus
- $340.40
- Median
- $350.00
- High
- $380.00
- Current
- $341.44
- Upside
- -0.3%
Upside calculated vs most recent trading price of $341.44.
Analyst ratings
Consensus: Buy — based on 16 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 21, 2026 | Mizuho | maintain | Outperform | Outperform |
| Jul 13, 2026 | Keybanc | maintain | Overweight | Overweight |
| Apr 29, 2026 | Oppenheimer | maintain | Outperform | Outperform |
| Feb 26, 2026 | Keybanc | maintain | Overweight | Overweight |
| Jan 28, 2026 | Keybanc | maintain | Overweight | Overweight |
| Aug 22, 2025 | B of A Securities | maintain | Buy | Buy |
| Aug 15, 2025 | Raymond James | downgrade | Outperform | Market Perform |
| Aug 15, 2025 | Oppenheimer | maintain | Outperform | Outperform |
| Aug 15, 2025 | Baird | maintain | Outperform | Outperform |
| May 2, 2025 | Raymond James | maintain | Outperform | Outperform |
- Jul 21, 2026MizuhoOutperform
- Jul 13, 2026KeybancOverweight
- Apr 29, 2026OppenheimerOutperform
- Feb 26, 2026KeybancOverweight
- Jan 28, 2026KeybancOverweight
- Aug 22, 2025B of A SecuritiesBuy
- Aug 15, 2025Raymond JamesMarket Perform
- Aug 15, 2025OppenheimerOutperform
- Aug 15, 2025BairdOutperform
- May 2, 2025Raymond JamesOutperform
Frequently asked questions
Applied Industrial Technologies (AIT) Key Financials
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Explore more
Deep-dives across the income statement, cash flow, capital return, and valuation
- Buybacks3.11% TTM
- Dividend Profile0.57% yield
- Dividend Calculator
- Dividend Forecast
- Dividend Capture
- Stock Split History6 splits
How this company returns cash to shareholders — buybacks, dividends, and stock splits.