Applied Industrial Reports Q1 Earnings and Revenues Exceed Expectations, Show Year-over-Year Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 29 2025
0mins
Source: NASDAQ.COM
Applied Industrial Technologies Earnings: AIT reported Q1 fiscal 2026 earnings of $2.63 per share, exceeding estimates, with net revenues of $1.20 billion, a 9.2% year-over-year increase, driven by acquisitions and organic sales growth.
Segment Performance: The Service Center-Based Distribution segment generated $782.5 million in revenue, up 4.4% year-over-year, while the Engineered Solutions segment saw a 19.4% increase to $417.0 million, although organic sales in this segment declined slightly.
Financial Overview: AIT's gross profit rose to $361.4 million, with a gross margin increase to 30.1%. The company generated $119.3 million in net cash from operating activities, down 6.6% from the previous year, and increased its dividend payout by 22.2%.
Future Outlook: For fiscal 2026, AIT anticipates adjusted earnings between $10.10 and $10.85 per share, with sales expected to grow 4-7% year-over-year, while maintaining a Zacks Rank #4 (Sell).
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Analyst Views on PKG
Wall Street analysts forecast PKG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PKG is 242.86 USD with a low forecast of 226.00 USD and a high forecast of 273.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Analyst Rating
6 Buy
2 Hold
0 Sell
Strong Buy
Current: 231.910
Low
226.00
Averages
242.86
High
273.00
Current: 231.910
Low
226.00
Averages
242.86
High
273.00
About PKG
Packaging Corporation of America is a producer of containerboard products and a producer of uncoated freesheet (UFS) paper in North America. The Company operates eight mills and 86 corrugated products plants and related facilities. Its segments include Packaging, Paper and Corporate and Other. Its containerboard mills produce linerboard and corrugating medium, which are papers primarily used in the production of corrugated products. Its corrugated products manufacturing plants produce a variety of corrugated packaging products. In addition, it also produces packaging for meat, fresh fruit, and vegetables, processed food, beverages, and other industrial and consumer products. It manufactures and sells papers, including both commodity and specialty papers, which may have custom or specialized features, such as colors, coatings, high brightness, and recycled content. Its papers consist of communication papers, including cut-size office papers, and printing and converting papers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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