AIT's Growth Comparisons in IV. Quarter 2026
Applied Industrial Technologies Inc improved it's Revenue by 10.45% from the same quarter a year ago, in the fourth quarter 2026, and underperformed the 16.64% rise in the Construction & Mining Machinery industry, but beating the 9.66% growth in the Capital Goods sector. Comparing the fourth quarter sales, Applied Industrial Technologies Inc was trailing overall market not just the Construction & Mining Machinery industry.
Comparing the company's Revenue to the third quarter results, sales were higher by 8.15% . On the yearly basis, average annual sales growth for Applied Industrial Technologies Inc is 8.95%, while S & P 500's including only Businesses with the fourth quarter 2026 earnings, average annual sales growth is 10.59% over the past five years.
| Segment Name |
Y / Y |
Sequential |
| United States |
|
- |
8.11 % |
| Canada |
|
- |
-5.02 % |
| Other countries |
|
- |
14.13 % |
| Service Center |
|
5.71 % |
7.71 % |
| Service Center United States |
|
6.06 % |
9.17 % |
| Service Center Canada |
|
-1.08 % |
-5.02 % |
| Service Center Other countries |
|
11 % |
8.51 % |
| Engineered Solutions |
|
11.85 % |
7.74 % |
| Engineered Solutions United States |
|
- |
6.46 % |
| Engineered Solutions Other countries |
|
- |
30.05 % |
| General Industry |
|
4.1 % |
0 % |
| Industrial Machinery |
|
6.38 % |
7.91 % |
| Food |
|
-2.7 % |
-2.7 % |
| Metals |
|
6.32 % |
6.32 % |
| Forest Products |
|
-9.78 % |
3.75 % |
| Chem Petrochem |
|
-17.46 % |
-11.86 % |
| Cement Aggregate |
|
0 % |
-12.07 % |
| Transportation |
|
-9.52 % |
-5 % |
| Oil Gas |
|
-7.69 % |
-2.7 % |
| Service Center General Industry |
|
3.25 % |
0.87 % |
| Service Center Industrial Machinery |
|
-1.15 % |
8.86 % |
| Service Center Food |
|
-1.94 % |
-1.94 % |
| Service Center Metals |
|
8.11 % |
2.56 % |
| Service Center Forest Products |
|
-5.6 % |
4.42 % |
| Service Center Chem Petrochem |
|
-14.81 % |
-8 % |
| Service Center Cement Aggregate |
|
-1.39 % |
-13.41 % |
| Service Center Transportation |
|
-2.86 % |
-2.86 % |
| Service Center Oil Gas |
|
-6 % |
-2.08 % |
| Service Center Total |
|
0 % |
0 % |
| Engineered Solutions General Industry |
|
6.51 % |
-1.12 % |
| Engineered Solutions Industrial Machinery |
|
9.05 % |
7.29 % |
| Engineered Solutions Food |
|
3.45 % |
-3.23 % |
| Engineered Solutions Metals |
|
0 % |
16.07 % |
| Engineered Solutions Forest Products |
|
-38.71 % |
-9.52 % |
| Engineered Solutions Chem Petrochem |
|
-19.85 % |
-11.02 % |
| Engineered Solutions Cement Aggregate |
|
15.38 % |
7.14 % |
| Engineered Solutions Transportation |
|
-16.67 % |
-8.16 % |
| Engineered Solutions Oil Gas |
|
-26.32 % |
-17.65 % |
| Engineered Solutions Total |
|
0 % |
0 % |
| Power Transmission |
|
-1.47 % |
-2.55 % |
| General MRO Other |
|
0.87 % |
-2.1 % |
| Fluid Power |
|
3.14 % |
5.5 % |
| Bearings Linear Seals |
|
1.17 % |
4.22 % |
| Specialty Flow Control |
|
-6.8 % |
-6.8 % |
| Service Center Power Transmission |
|
0 % |
-3.67 % |
| Service Center General MRO Other |
|
-3.54 % |
-3.54 % |
| Service Center Fluid Power |
|
3.4 % |
5.56 % |
| Service Center Bearings Linear Seals |
|
1.15 % |
5.62 % |
| Engineered Solutions Power Transmission |
|
-2.15 % |
7.06 % |
| Engineered Solutions General MRO Other |
|
7.08 % |
-0.77 % |
| Engineered Solutions Fluid Power |
|
0.82 % |
4.82 % |
| Engineered Solutions Bearings Linear Seals |
|
300 % |
-20 % |
| Engineered Solutions Specialty Flow Control |
|
-9.09 % |
-6.25 % |
| InterEliminations |
|
64.24 % |
15.15 % |
| Service Center InterEliminations |
|
25.87 % |
8.11 % |
| Engineered Solutions InterEliminations |
|
66.96 % |
15.56 % |
| Total |
|
7.25 % |
7.61 % |
Applied Industrial Technologies Inc bucks the industry trend and shows 12.59% year on year EPS increase in the fourth quarter to $3.13, while Construction & Mining Machinery industry declined by -11.04%, Capital Goods sector grew 4.36%. Slow fourth quarter 2026 income per share, in Construction & Mining Machinery industry and Capital Goods sector, were portrayed in the Applied Industrial Technologies Inc results which underperformed overall market.
The bottom-line improved by 18.11% from the third quarter. Looking into annual income per share rise of 24.37%, and S & P 500's average yearly income per share growth is 22.96% over the five years, including only Businesses with the fourth quarter 2026 earnings reports. Applied Industrial Technologies Inc grew faster than the market.
