For the quarter ended December 2025, Applied Industrial Technologies (AIT Quick QuoteAIT - Free Report) reported revenue of $1.16 billion, up 8.4% over the same period last year. EPS came in at $2.51, compared to $2.39 in the year-ago quarter.

The reported revenue represents a surprise of -0.78% over the Zacks Consensus Estimate of $1.17 billion. With the consensus EPS estimate being $2.48, the EPS surprise was +1.41%.

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.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

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: $415.7 million compared to the $416.22 million average estimate based on two analysts. The reported number represents a change of +19.1% year over year.
• Net Sales- Service Center Based Distribution: $747.32 million versus $754.86 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +3.3% change.
• Operating income- Engineered Solutions: $47.88 million versus the two-analyst average estimate of $51.79 million.
• Operating income- Service Center Based Distribution: $94.27 million versus $99.25 million estimated by two analysts on average.

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

Shares of Applied Industrial Technologies have returned +6.9% over the past month versus the Zacks S&P 500 composite's +0.4% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.