业绩总结 - 第一季度销售额同比增长19.2%，其中有机增长为16.3%[8] - 第一季度净收入为5300万美元，每股收益（EPS）为1.36美元，同比增长52.3%[9] - 第一季度EBITDA为8850万美元，同比增长31.0%，EBITDA利润率为9.9%[11] - 第一季度自由现金流为4500万美元，占净收入的85%[6] - 第一季度毛利率为28.6%，同比下降22个基点，主要受到LIFO费用的影响[10] - 第一季度销售、一般和行政费用（SD&A）占销售额的20.3%，较去年同期的21.9%有所下降[10] 用户数据 - 流体动力与流量控制部门第一季度销售额同比增长24.0%，其中有机增长为17.4%[17] 财务状况 - 公司截至2021年9月30日的净杠杆比率为1.7倍，较去年同期的2.1倍有所下降[27] - Q1 FY22的总债务为818,708千美元，较Q1 FY21的828,380千美元减少了1.6%[45] - Q1 FY22的净债务为571,395千美元，较Q1 FY21的570,635千美元略微上升[45] - Q1 FY22的净杠杆比率为1.7，较Q1 FY21的1.8有所改善[45] - Q1 FY22的利息支出为7,390千美元，较Q1 FY21的7,653千美元有所减少[39] - Q1 FY22的折旧和摊销费用为5,427千美元，较Q1 FY21的5,352千美元略有上升[39] 未来展望 - 预计2022财年总销售额同比增长8%至10%[29] - 预计2022财年每股收益（EPS）为5.00至5.40美元，同比增长5%至14%[29] 其他信息 - Q1 FY22净收入为52,969千美元，相较于Q1 FY21的34,784千美元增长了52.3%[39] - Q1 FY22的EBITDA为88,474千美元，较Q1 FY21的67,563千美元增长了30.8%[39] - Q1 FY22的净销售额为891,681千美元，较Q1 FY21的747,807千美元增长了19.2%[41] - Q1 FY22的EBITDA利润率为9.9%，相比Q1 FY21的9.0%有所提升[41] - Q1 FY22的自由现金流为45,021千美元，较Q1 FY21的78,245千美元下降了42.4%[43]

Applied Industrial Technologies, Inc. (NYSE:AIT) Q4 2021 Earnings Conference Call August 17, 2021 10:00 AM ET Company Participants Ryan Cieslak - Director, Investor Relations and Treasury Neil Schrimsher - President and Chief Executive Officer Dave Wells - Chief Financial Officer Conference Call Participants David Manthey - Baird Chris Dankert - Loop Capital Adam Uhlman - Cleveland Research Michael McGinn - Wells Fargo Steve Barger - KeyBanc Capital Markets Operator Welcome to the Fiscal 2021 Fourth Quarter ...

Applied Industrial Technologies, Inc. (NYSE:AIT) Q3 2021 Earnings Conference Call April 29, 2021 10:00 AM ET Company Participants Ryan Cieslak - Director, IR & Assistant Treasurer Neil Schrimsher - President, CEO & Director David Wells - VP, CFO & Treasurer Conference Call Participants Michael McGinn - Wells Fargo Securities David Manthey - Robert W. Baird & Co. Operator Welcome to the Fiscal 2021 Third Quarter Earnings Call for Applied Industrial Technologies. My name is Cheryl, and I'll be your operator f ...

Applied Industrial Technologies, Inc. (NYSE:AIT) Q2 2021 Earnings Conference Call January 28, 2021 10:00 AM ET Company Participants Ryan Cieslak - Director of IR and Treasury Neil Schrimsher - President and CEO Dave Wells - CFO Conference Call Participants David Manthey - Baird Adam Uhlman - Cleveland Research Chris Dankert - Longbow Research Steve Barger - KeyBanc Capital Markets Operator Welcome to the Fiscal 2021 Second Quarter Earnings Call for Applied Industrial Technologies. My name is Mariama, and I' ...