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Jun 30, 2022

Applied Industrial Technologies Q4 2022 Earnings Report

Achieved record sales, EBITDA, and EPS, demonstrating strong financial performance driven by organic growth and strategic initiatives.

Key Takeaways

Applied Industrial Technologies reported strong Q4 2022 results, with net sales increasing by 18.5% to $1.1 billion. Net income reached $79.1 million, with EPS of $2.02, up 34.4% year-over-year. The company's performance was driven by organic growth, gross margin execution, and solid operating leverage.

Net sales increased 18.5% year-over-year to $1.1 billion, with an 18.7% increase on an organic basis.

Net income was $79.1 million, with EPS of $2.02, up 34.4% year-over-year.

EBITDA increased 26.5% year-over-year to $120.0 million.

The company introduced fiscal 2023 EPS guidance in the range of $6.65 to $7.30 based on sales growth of 3% to 7% and EBITDA margins of 10.8% to 11.1%.

Total Revenue
$1.06B
Previous year: $896M
+18.4%
EPS
$2.24
Previous year: $1.44
+55.6%
EBITDA
$120M
Previous year: $94.8M
+26.6%
Gross Profit
$307M
Previous year: $263M
+16.6%
Cash and Equivalents
$184M
Previous year: $258M
-28.4%
Total Assets
$2.45B
Previous year: $2.27B
+8.0%

Applied Industrial Technologies

Applied Industrial Technologies

Forward Guidance

The company is introducing fiscal 2023 EPS guidance in the range of $6.65 to $7.30 based on sales growth of 3% to 7% and EBITDA margins of 10.8% to 11.1%.