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    Peter Cost

    stock analyst at Mizuho Securities

    Peter Costa is a stock analyst at Mizuho Securities, specializing in equities research with coverage of healthcare and security technology companies such as Napco Security Technologies, The Cigna Group, Walgreens Boots Alliance, Encompass Health, Acadia Healthcare, Molina Healthcare, Universal Health Services, HCA Healthcare, and Community Health Systems. He is recognized for providing detailed stock ratings and price targets, maintaining a success rate of 41.67% and delivering an average return of 4.95% on his recommendations across a span of several years. Costa has been active as an analyst since at least 2018, joining Mizuho Securities prior to that and building a record of diverse company coverage and actionable insights in his reports. His professional credentials are consistent with the regulatory standards for equity analysts, though specific securities licenses or FINRA registrations are not publicly listed.

    Peter Cost's questions to APPLIED INDUSTRIAL TECHNOLOGIES (AIT) leadership

    Peter Cost's questions to APPLIED INDUSTRIAL TECHNOLOGIES (AIT) leadership • Q3 2025

    Question

    Peter Cost, on behalf of Brett Linzey at Mizuho Securities, requested color on the current state of reshoring investments and customer sentiment. He also asked about the channel's willingness to absorb price increases and the flexibility of suppliers on contract timing.

    Answer

    President and CEO Neil Schrimsher confirmed that reshoring activity and discussions continue, citing positive trends in manufacturing-related construction and employment. He believes it can be a significant growth driver in fiscal 2026 and beyond. Regarding pricing, he expressed confidence in passing through costs, stating that customers understand the inflationary environment and that the company has a strong, productive history of working with suppliers to manage price implementations.

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