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Key Results
Actual vs Consensus
EPS: $2.97 vs $2.89 estimate, beat+2.8%.Revenue: $1.3B vs $1.3B estimate, in line-0.0%.Profitability and Cash Flow
Period: 2027 Q1 period ended 2026-09-30Revenue: $1.3B; YoY: +7.6%; QoQ: -4.5%Gross profit: $392M; Gross margin: 30.4%Operating income: $144M; Operating margin: 11.1%; YoY: +11.3%; QoQ: +0.6%Net income: $110M; GAAP diluted EPS: $2.97; YoY: +9.5%; QoQ: -6.9%Operating cash flow: $86M; Capex: $13M; Free cash flow: $73MOfficial release: Applied Industrial Technologies Reports Fiscal 2027 First Quarter Results
核心结果
实际值与市场预期
EPS：$2.97 vs $2.89 预期，高于预期+2.8%。营收：$1.3B vs $1.3B 预期，基本符合预期-0.0%。财务指标
期间：2027 Q1（截至 2026-09-30）营收：$1.3B；同比：+7.6%；环比：-4.5%毛利润：$392M；毛利率：30.4%经营利润：$144M；经营利润率：11.1%；同比：+11.3%；环比：+0.6%净利润：$110M；GAAP 稀释 EPS：$2.97；同比：+9.5%；环比：-6.9%经营现金流：$86M；资本开支：$13M；自由现金流：$73M
