Applied Industrial Technologies (AIT Quick QuoteAIT - Free Report) reported $1.22 billion in revenue for the quarter ended June 2025, representing a year-over-year increase of 5.5%. EPS of $2.80 for the same period compares to $2.64 a year ago.

The reported revenue represents a surprise of +3.74% over the Zacks Consensus Estimate of $1.18 billion. With the consensus EPS estimate being $2.60, the EPS surprise was +7.69%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Applied Industrial Technologies performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Net Sales- Engineered Solutions: $445.55 million versus the three-analyst average estimate of $399.68 million. The reported number represents a year-over-year change of +20.7%.
• Net Sales- Service Center Based Distribution: $779.18 million compared to the $780.86 million average estimate based on three analysts. The reported number represents a change of -1.5% year over year.
• Operating income- Service Center Based Distribution: $101.29 million versus the three-analyst average estimate of $108.41 million.
• Operating income- Engineered Solutions: $54.09 million versus $57.14 million estimated by two analysts on average.

View all Key Company Metrics for Applied Industrial Technologies here>>>

Shares of Applied Industrial Technologies have returned +4.2% over the past month versus the Zacks S&P 500 composite's +3.3% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.