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Guidance history, every release

Applied Industrial Technologies (AIT) · 8 releases, Oct 24, 2024 to Aug 13, 2026 · rows are metrics, columns are releases

Raised · a change from the previous releaseSame · restated unchanged— · not stated in that releaseEvery value links to its sentence in the filing

Metric	Oct 24, 2024 FY25 Q1	Jan 29, 2025 FY25 Q2	May 1, 2025 FY25 Q3	Aug 14, 2025 FY25 Q4	Oct 28, 2025 FY26 Q1	Jan 27, 2026 FY26 Q2	Apr 28, 2026 FY26 Q3	Aug 13, 2026 FY26 Q4
For FY2027
Total sales growth	—	—	—	—	—	—	—	New“4.0% to 6.5%”
EBITDA margins	—	—	—	—	—	—	—	New“12.5% to 12.8%”
EPS	—	—	—	—	—	—	—	New“$11.65 to $12.15”
Organic sales growth (quarter-to-date)	—	—	—	—	—	—	—	New“an estimated 7%”
For FY2026
Total sales	—	—	—	New“up 4% to 7%”	—	—	—	—
Total sales growth	—	—	—	—	—	—	New“7.2% to 7.7%”	—
Total sales growth	—	—	—	—	—	—	New“4.5% to 6.0%”	—
EBITDA margin	—	—	—	—	New“12.2% to 12.5%”	—	Narrowed“12.3% to 12.4%”	—
EBITDA margin	—	—	—	—	—	—	New“12.6% to 12.8%”	—
EBITDA margin	—	—	—	—	—	New“12.2% to 12.4%”	—	—
EBITDA margins	—	—	—	New“12.2% to 12.5%”	—	—	—	—
EPS	—	—	—	—	—	—	New“$10.64 to $10.75”	—
EPS	—	—	—	—	—	—	New“$2.85 to $2.96”	—
EPS	—	—	—	New“$10.00 to $10.75”	Raised“$10.10 to $10.85”	Narrowed“$10.45 to $10.75”	—	—
Annual LIFO expense	—	—	—	—	—	New“$24 million to $26 million”	—	—
Organic Sales	—	—	—	—	New“up 1% to 4%”	—	—	—
Organic sales (on an organic basis)	—	—	—	New“up 1% to 4%”	—	—	—	—
Organic sales growth	—	—	—	—	—	—	New“3.8% to 4.2%”	—
Organic sales growth	—	—	—	—	—	—	New“4.0% to 5.5% year over year”	—
Organic sales growth	—	—	—	—	—	New“2.5% to 4.0%”	—	—
Quarterly cash dividend	—	—	—	—	—	New“$0.51 per common share”	Reiterated“$0.51 per common share”	—
Sales	—	—	—	—	New“up 4% to up 7%”	—	—	—
Sales growth	—	—	—	—	—	New“5.5% to 7.0%”	—	—
Sales growth, organic basis	—	—	—	—	—	New“up 2.5% to 4.0%”	—	—
Thompson Industrial Supply expected annual sales	—	—	—	—	—	New“approximately $20 million”	—	—
For FY2025
Total sales	—	—	New“down 1% to up 3%”	—	—	—	—	—
Total sales growth	—	—	New“down 1% to up 3% year over year”	—	—	—	—	—
EBITDA margin	New“12.1% to 12.3%”	—	—	—	—	—	—	—
EBITDA margins	—	—	New“12.3% to 12.4%”	—	—	—	—	—
EBITDA margins	—	New“12.2% to 12.4%”	—	—	—	—	—	—
EPS	—	New“$9.65 to $10.05”	Narrowed“$9.85 to $10.00”	—	—	—	—	—
EPS	—	—	New“between $2.52 and $2.67”	—	—	—	—	—
EPS	—	—	New“between $2.52 and $2.67”	—	—	—	—	—
EPS	New“$9.25 to $10.00”	—	—	—	—	—	—	—
Average daily sales organic decline	—	—	New“mid to low single-digit percent”	—	—	—	—	—
Organic daily sales	New“down 4.0% to up 1.0%”	—	—	—	—	—	—	—
Quarterly cash dividend	—	—	New“$0.46 per common share”	—	—	—	—	—
Quarterly cash dividend	—	New“$0.46 per common share”	—	—	—	—	—	—
Sales	New“down 2.5% to up 2.5%”	—	—	—	—	—	—	—
Sales growth	—	—	New“flat to up 1%”	—	—	—	—	—
Sales growth, organic average daily basis	—	—	New“down 4% to 3%”	—	—	—	—	—
Sales growth, organic daily basis	—	New“down 3% to 1%”	—	—	—	—	—	—
No period stated
EBITDA margins (intermediate financial target)	—	—	—	—	—	—	—	New“14%”
Intermediate EBITDA margins target	—	—	—	—	—	—	—	New“14%”
Intermediate target EBITDA margins	—	—	—	—	—	—	—	New“14%”
Intermediate sales target	—	—	—	—	—	—	—	New“$7 billion”
Intermediate target sales	—	—	—	—	—	—	—	New“$7 billion”
Organic sales trend, month-to-date	—	—	—	—	—	New“trending up by a mid single-digit percent year over year”	—	—
Quarterly cash dividend	New“$0.37 per common share”	—	—	—	Raised“$0.46 per common share”	—	—	—
Sales (intermediate financial target)	—	—	—	—	—	—	—	New“$7 billion”
Share buyback program	—	—	New“up to 1.5 million shares”	—	—	—	Raised“up to 3.0 million shares”	—
Share Repurchase Authorization	—	—	New“up to 1.5 million shares”	—	—	—	Raised“3.0 million shares”	—

Values in quotation marks are the company’s words. Change labels compare each statement with the same metric and target year in the previous release. HighGravityData does not judge whether guidance was met.