For the quarter ended March 2025, Applied Industrial Technologies (AIT) reported revenue of $1.17 billion, up 1.8% over the same period last year. EPS came in at $2.57, compared to $2.48 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $1.16 billion, representing a surprise of +0.51%. The company delivered an EPS surprise of +7.08%, with the consensus EPS estimate being $2.40.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

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: $405.15 million versus the three-analyst average estimate of $394.23 million. The reported number represents a year-over-year change of +13.5%.
• Net Sales- Service Center Based Distribution: $761.60 million versus $766.60 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -3.5% change.
• Operating income- Engineered Solutions: $53.96 million versus $55.08 million estimated by three analysts on average.
• Operating income- Service Center Based Distribution: $107.16 million versus $99.49 million estimated by three analysts on average.

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

Shares of Applied Industrial Technologies have returned +3% over the past month versus the Zacks S&P 500 composite's -0.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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