{"filings":[{"id":2272077,"accession_number":"0000109563-26-000035","cik":109563,"company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","ticker":"AIT","form_type":"8-K","filed_at":"2026-08-14T20:20:45+00:00","items":["5.02","9.01"],"status":"ready","headline":"Applied Industrial elects Pamela Tomczik to board; Peter Wallace to retire","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Pamela J. Tomczik, 52, elected to Applied Industrial board on Aug 11, 2026, term expiring Oct 2026.","Tomczik is SVP, Treasurer & Business Development at Target Corp since Oct 2022; previously VP Corporate Development at Target.","Peter C. Wallace to retire from board effective Oct 20, 2026 annual meeting, per retirement policy at age 72.","Tomczik will receive standard non-employee director compensation and enter into indemnification agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":11555398902.401793,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2228836,"accession_number":"0000109563-26-000031","cik":109563,"company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","ticker":"AIT","form_type":"8-K","filed_at":"2026-08-13T13:46:12+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Industrial Q4 EPS $3.17, sales +10.4%; FY27 EPS guide $11.65-12.15","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $1.4B up 10.4% YoY; organic +9.7% (Engineered +12.9%, Service Center +7.9%).","Q4 net income $118.6M, EPS $3.17 up 13.2% YoY; EBITDA $177.6M up 16.1%.","FY26 sales $5.0B up 8.8% (organic +5.4%); net income $414.5M, EPS $10.95 up 8.2%.","FY27 guidance: EPS $11.65-12.15, sales growth +4.0-6.5%, EBITDA margins 12.5-12.8%.","Raises intermediate targets to $7B sales and 14% EBITDA margins over next 5 years."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":11555398902.401793,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1277156,"accession_number":"0000109563-26-000027","cik":109563,"company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","ticker":"AIT","form_type":"8-K","filed_at":"2026-06-25T20:19:33+00:00","items":["5.02","9.01"],"status":"ready","headline":"Director Mary Dean Hall resigns from Applied Industrial board, effective at next annual meeting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Resignation accepted by Corporate Governance & Sustainability Committee on June 22, 2026.","Effective date is the next annual meeting of shareholders; no reason for departure provided.","Board size will be reduced by one following Hall's departure."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":11555398902.401793,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91256,"accession_number":"0000109563-26-000019","cik":109563,"company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","ticker":"AIT","form_type":"8-K","filed_at":"2026-04-28T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Applied Industrial Q3 EPS $2.65; raises FY26 EPS guidance to $10.64-$10.75","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $1.3B (+7.3% YoY); net income $99.8M; EPS $2.65 (+3.1% YoY).","Organic sales growth 6.0%; Service Center +4.2%, Engineered Solutions +9.3%.","FY26 EPS guidance raised to $10.64-$10.75; total sales growth now 7.2%-7.7%.","Board authorized new 3.0M share repurchase program, replacing prior plan.","Quarterly dividend $0.51/share, payable May 29, 2026, record May 15."],"consensus_eps_estimate":null,"consensus_eps_actual":7.79,"consensus_revenue_estimate":null,"consensus_revenue_actual":3613999000.0,"consensus_period":"2026-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":11555398902.401793,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101235,"accession_number":"0000109563-26-000013","cik":109563,"company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","ticker":"AIT","form_type":"8-K","filed_at":"2026-01-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Industrial Q2 EPS $2.51 (+4.6%); dividend +11%; FY26 guidance raised","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $1.2B (+8.4% YoY, organic +2.2%); net income $95.3M, diluted EPS $2.51.","EBITDA $140.4M (+3.9%); operating cash flow $99.7M; free cash flow $93.4M.","Quarterly dividend raised 11% to $0.51/share, payable Feb 27, record Feb 13.","Acquired Thompson Industrial Supply (Los Angeles) for Service Center bolt-on; ~$20M annual sales.","FY26 EPS guidance updated to $10.45-$10.75 (prior $10.10-$10.85); sales +5.5% to +7.0%."],"consensus_eps_estimate":null,"consensus_eps_actual":5.14,"consensus_revenue_estimate":null,"consensus_revenue_actual":2362546000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":11555398902.401793,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117586,"accession_number":"0000109563-25-000103","cik":109563,"company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","ticker":"AIT","form_type":"8-K","filed_at":"2025-10-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Industrial Q1 EPS $2.63 beats; revenue $1.2B up 9.2%; raises FY26 EPS guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $1.2B, up 9.2% YoY (organic +3.0%); net income $100.8M ($2.63 EPS).","EBITDA $146.3M, up 13.4% YoY; operating cash flow $119.3M; free cash flow $112.0M.","Raises FY26 EPS guidance to $10.10-$10.85 from $10.00-$10.75; keeps sales and EBITDA margin guidance.","Service Center organic sales +4.4%; Engineered Solutions -0.4%; segment orders trending positive.","Declares quarterly dividend $0.46/share, payable Nov 28 to holders of record Nov 14."],"consensus_eps_estimate":null,"consensus_eps_actual":2.63,"consensus_revenue_estimate":null,"consensus_revenue_actual":1199523000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":11555398902.401793,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117585,"accession_number":"0001193125-25-249961","cik":109563,"company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","ticker":"AIT","form_type":"8-K","filed_at":"2025-10-24T23:59:59+00:00","items":["1.01","1.02","2.03","9.01"],"status":"ready","headline":"Applied Industrial Technologies enters $900M credit facility, replaces 2021 agreement","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$900M senior unsecured revolving credit facility matures Oct 24, 2030, replacing prior $900M facility.","Accordion feature permits up to $800M additional commitments via increases or incremental term loans.","Interest rates at SOFR plus 80-135 bps; facility fee 7.5-15 bps based on leverage ratio.","Financial covenants: interest coverage >= 2.75:1, net leverage <= 3.75:1 (up to 4.25:1 for acquisitions).","Proceeds to refinance existing credit facility and fund working capital, general corporate, and acquisitions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":11555398902.401793,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117584,"accession_number":"0000109563-25-000098","cik":109563,"company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","ticker":"AIT","form_type":"8-K","filed_at":"2025-10-23T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Applied Industrial annual meeting elects three directors, approves say-on-pay and auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Mary Dean Hall, Joe A. Raver, Richard J. Simoncic elected as directors for three-year terms; each received over 28.5M votes for.","Nonbinding say-on-pay for named executive officers approved: 31.4M for, 0.8M against, 77K abstain.","Ratification of Deloitte & Touche as independent auditors for FY2026 passed: 33.0M for, 1.4M against, 26K abstain."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":11555398902.401793,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134016,"accession_number":"0000109563-25-000063","cik":109563,"company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","ticker":"AIT","form_type":"8-K","filed_at":"2025-08-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Industrial Q4 net sales $1.2B (+5.5% YoY), EPS $2.80 (+5.9% YoY); guides FY2026 EPS $10.00-$10.75","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net income $107.8M, EPS $2.80; EBITDA $153.0M (down 0.3% YoY).","Full-year EPS $10.12, net sales $4.6B (+1.9% YoY), organic daily sales -2.3%.","FY2026 guidance: EPS $10.00-$10.75 on total sales +4%-+7% (organic +1%-+4%).","CEO: Q1 FY2026 organic sales up ~4% YTD; prudent outlook due to tariff/rate uncertainty.","Record free cash flow in FY2025; Hydradyne M&A integration progressing well."],"consensus_eps_estimate":null,"consensus_eps_actual":10.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":4563424000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":11555398902.401793,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134015,"accession_number":"0000109563-25-000049","cik":109563,"company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","ticker":"AIT","form_type":"8-K","filed_at":"2025-07-11T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Applied Industrial extends AR securitization maturity to July 10, 2028","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Receivables Facility maturity extended from Aug. 4, 2026 to July 10, 2028.","Amendment involves AIT Receivables LLC, PNC Bank, and Regions Bank as lenders.","No change in facility size or key terms; customary fees paid to lenders.","Performance guaranty reaffirmed by Applied Industrial Technologies."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":11555398902.401793,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150760,"accession_number":"0000109563-25-000036","cik":109563,"company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","ticker":"AIT","form_type":"8-K","filed_at":"2025-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Industrial Q3 EPS $2.57 beats expectations; updates FY guidance, acquires IRIS Factory Automation","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $1.2B up 1.8% YoY; organic daily sales down 3.1% on weaker demand.","Net income $99.8M ($2.57 EPS) up 3.7% YoY; EBITDA $144.9M up 6.8%; free cash flow $114.9M up 50%.","Updated FY2025 EPS guidance to $9.85-$10.00 (prior $9.65-$10.05); expects Q4 EPS $2.52-$2.67.","Announced acquisition of IRIS Factory Automation (Aurora, IL) – automation solutions provider, 30+ associates; close expected this week.","Board authorized new 1.5M share repurchase program; declared $0.46 dividend payable May 30, 2025."],"consensus_eps_estimate":2.5073,"consensus_eps_actual":7.33,"consensus_revenue_estimate":null,"consensus_revenue_actual":3338694000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":11555398902.401793,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169703,"accession_number":"0000109563-25-000023","cik":109563,"company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","ticker":"AIT","form_type":"8-K","filed_at":"2025-01-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Industrial Q2 EPS $2.39 beats; raises FY25 guidance, dividend up 24%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $1.1B down 0.4% YoY; organic daily sales -3.4%.","Net income $93.3M ($2.39 EPS); EBITDA $135.1M up 3.3% YoY.","Quarterly dividend raised 24% to $0.46/share, payable Feb 28, 2025.","FY2025 guidance raised: EPS $9.65-$10.05 (prior $9.25-$10.00); sales growth +1% to +3%.","Hydradyne acquisition closed Dec 31, 2024; initial contribution included in guidance."],"consensus_eps_estimate":2.6513,"consensus_eps_actual":4.76,"consensus_revenue_estimate":null,"consensus_revenue_actual":2171945000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":11555398902.401793,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169702,"accession_number":"0000109563-25-000003","cik":109563,"company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","ticker":"AIT","form_type":"8-K","filed_at":"2025-01-02T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Applied Industrial completes $273M acquisition of Hydradyne, LLC","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Completed acquisition of Hydradyne on Dec 31, 2024 for approx. $273M in cash, subject to post-closing adjustments.","Hydradyne is a fluid power solutions provider with locations across the Southeastern U.S.","Expected to contribute ~$260M in sales and ~$30M in EBITDA within first 12 months before synergies; accretive to EPS.","Enhances Applied's fluid power distribution position with complementary technical capabilities.","Further EPS accretion guidance to be provided with fiscal 2025 Q2 results later this month."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":11555398902.401793,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186752,"accession_number":"0001193125-24-263833","cik":109563,"company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","ticker":"AIT","form_type":"8-K","filed_at":"2024-11-22T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Applied Industrial Technologies to acquire Hydradyne for $272M in cash, accretive to EPS","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Deal value $272M; expected close in Q4 2024; funded from cash on hand.","Hydradyne has ~500 employees, 33 locations in SE US, fluid power distributor.","Expected annual sales contribution $260M and EBITDA $30M before synergies.","Acquisition is part of Engineered Solutions segment expansion; expected accretive to EPS within first 12 months."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":11555398902.401793,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186751,"accession_number":"0000109563-24-000110","cik":109563,"company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","ticker":"AIT","form_type":"8-K","filed_at":"2024-11-12T23:59:59+00:00","items":["5.04","9.01"],"status":"ready","headline":"AIT retirement plan moving to Schwab; trading blackout Dec 20 to Jan 19","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Plan migrates from Principal to Schwab; blackout begins Dec 20, 2024 at 4pm ET, ends week of Jan 19, 2025.","Participants temporarily cannot change contributions, transfer funds, request loans or distributions.","Directors and Section 16 officers prohibited from trading company shares acquired through service during blackout.","Blackout notice delivered Nov 11, 2024; filed as Exhibit 99.1 with this 8-K."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":11555398902.401793,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186750,"accession_number":"0000109563-24-000106","cik":109563,"company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","ticker":"AIT","form_type":"8-K","filed_at":"2024-10-25T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Richard M. Wagner appointed principal accounting officer at Applied Industrial Technologies","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Effective after Oct 25, 2024, Wagner assumes principal accounting officer role from David K. Wells.","Wagner, 56, has been Chief Accounting Officer & Controller since August 2024.","Previously VP & CAO at Dentsply Sirona (2022-2024) and Hillrom Holdings (2018-2022).","Wells remains Vice President – CFO & Treasurer and principal financial officer.","No family relationships or reportable transactions with Applied's directors/officers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":11555398902.401793,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186749,"accession_number":"0000109563-24-000101","cik":109563,"company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","ticker":"AIT","form_type":"8-K","filed_at":"2024-10-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Industrial Q1 FY25 EPS $2.36, organic sales down 3.0%; FY25 EPS guidance raised","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $1.1B, up 0.3% YoY; organic daily sales down 3.0% (Service Center -1.4%, Engineered Solutions -6.1%).","Net income $92.1M ($2.36/share) down 1.0% YoY; EBITDA $129.0M down 3.3% YoY.","Free cash flow $122.2M (record Q1 level); operating cash flow $127.7M.","FY25 EPS guidance raised to $9.25-$10.00 (from $9.20-$9.95); sales and EBITDA margin guidance reaffirmed.","Quarterly dividend $0.37/share payable Nov 29, 2024 to holders of record Nov 15."],"consensus_eps_estimate":null,"consensus_eps_actual":2.36,"consensus_revenue_estimate":null,"consensus_revenue_actual":1098944000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":11555398902.401793,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186748,"accession_number":"0000109563-24-000099","cik":109563,"company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","ticker":"AIT","form_type":"8-K","filed_at":"2024-10-23T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Shareholders elect directors, approve executive compensation, ratify auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Madhuri A. Andrews elected with 31,787,335 votes for (3,292,178 withheld).","Shelly M. Chadwick elected with 33,912,597 votes for (1,166,916 withheld).","Vincent K. Petrella elected with 31,969,389 votes for (3,110,124 withheld).","Nonbinding say-on-pay approved: 33,716,370 for, 1,286,421 against, 76,722 abstain.","Auditor Deloitte & Touche ratified: 35,659,136 for, 636,617 against, 40,367 abstain."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":11555398902.401793,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203307,"accession_number":"0000109563-24-000063","cik":109563,"company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","ticker":"AIT","form_type":"8-K","filed_at":"2024-08-15T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Industrial Q4 EPS $2.64, up 12.6% YoY; FY2025 guidance $9.20-$9.95","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $1.2B (+0.2% YoY); organic daily -2.0%. Net income $103.5M, EPS $2.64 (+12.6% YoY).","FY2024 adjusted EPS $9.75 (+11.4% YoY); EBITDA $553.3M (+5.5%); net sales $4.5B (+1.5%).","FY2025 guidance: total sales -2.5% to +2.5%, EPS $9.20-$9.95, EBITDA margins 12.1%-12.3%.","Announced acquisitions of Total Machine Solutions and Stanley Proctor; combined ~$17M annual sales.","Demand slowed into early FY2025; organic sales through mid-August down mid-single-digit YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":9.83,"consensus_revenue_estimate":null,"consensus_revenue_actual":4479406000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":11555398902.401793,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203306,"accession_number":"0000109563-24-000047","cik":109563,"company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","ticker":"AIT","form_type":"8-K","filed_at":"2024-08-13T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Applied Industrial elects Microchip COO Simoncic to board; Komnenovich to retire Oct 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Richard J. Simoncic, 61, elected to board effective Aug 13, 2024; term until Oct 2025.","Simoncic is COO of Microchip Technology (MCHP) since Apr 2024; prior roles in analog power & interface.","Dan Komnenovich will retire at Oct 22, 2024 annual meeting per company's age-72 policy.","Board will remain at 9 directors, 8 independent, after changes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":11555398902.401793,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":219666,"accession_number":"0000109563-24-000030","cik":109563,"company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","ticker":"AIT","form_type":"8-K","filed_at":"2024-04-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Industrial Q3 net sales $1.1B, EPS $2.48; announces acquisition of Grupo Kopar","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $1.1B, up 1.3% YoY; organic daily +0.7%. Net income $97.2M, EPS $2.48 diluted.","Signed definitive agreement to acquire Grupo Kopar, automation tech provider in Mexico; adding ~200 associates; closes in weeks.","Updated FY2024 guidance: adjusted EPS $9.55-$9.70 (prior $9.35-$9.70); sales growth 1.5%-2.5% (organic 0.5%-1.5%).","Operating cash flow $84.2M, free cash flow $76.7M; quarterly dividend $0.37/share declared (payable May 31).","Service Center segment organic daily +2.6%; Engineered Solutions -3.2%; LIFO expense $4.8M vs $8.2M prior year."],"consensus_eps_estimate":null,"consensus_eps_actual":7.18,"consensus_revenue_estimate":null,"consensus_revenue_actual":3318731000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":11555398902.401793,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":239462,"accession_number":"0000109563-24-000005","cik":109563,"company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","ticker":"AIT","form_type":"8-K","filed_at":"2024-01-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Industrial Q2 adj EPS $2.24 +9.3% YoY; raises quarterly dividend 6% to $0.37","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $1.1B +1.6% YoY; organic sales -0.1% (Service Center +1.4%, Engineered Solutions -3.0%).","Adjusted EPS $2.24 (+9.3% YoY); net income $91.2M, EBITDA $130.8M (+4.2%).","Operating cash flow $101.8M; free cash flow $96.2M; dividend raised 6% to $0.37/share.","Updated FY2024 guidance: adj EPS $9.35-$9.70 (prior $9.25-$9.80); sales growth 1-3%.","CEO notes steady demand; January organic sales trending down low-single-digit % vs last year."],"consensus_eps_estimate":null,"consensus_eps_actual":4.71,"consensus_revenue_estimate":null,"consensus_revenue_actual":2172341000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":11555398902.401793,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":256988,"accession_number":"0000109563-23-000103","cik":109563,"company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","ticker":"AIT","form_type":"8-K","filed_at":"2023-10-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Industrial Q1 EPS $2.39, revenue $1.1B up 3.1% YoY; raises FY2024 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $1.1B, up 3.1% YoY; organic daily sales up 3.4% as Service Center segment rose 4.7%.","Net income $93.8M, EPS $2.39 (up 21.3% YoY); EBITDA $133.4M (up 12.3% YoY).","Raising FY2024 guidance: EPS now $9.25-$9.80 (prior $8.80-$9.55); sales growth 1%-4%.","Quarterly dividend $0.35/share declared, payable Nov 30, 2023 to holders of record Nov 15.","Two bolt-on Service Center acquisitions during quarter; CEO notes resilient U.S. industrial demand."],"consensus_eps_estimate":null,"consensus_eps_actual":2.39,"consensus_revenue_estimate":null,"consensus_revenue_actual":1095188000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":11555398902.401793,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":256987,"accession_number":"0000109563-23-000101","cik":109563,"company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","ticker":"AIT","form_type":"8-K","filed_at":"2023-10-24T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"AIT shareholders elect Pagano, Schrimsher, Wallace; approve pay plan and auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Robert J. Pagano, Jr., Neil A. Schrimsher, and Peter C. Wallace elected as directors for three-year terms.","Nonbinding advisory vote on executive compensation approved: 33.7M for, 1.2M against.","Shareholders voted for annual say-on-pay frequency; company to hold votes every year until next advisory.","2023 Long-Term Performance Plan approved with 34.0M votes for, 0.98M against.","Deloitte & Touche LLP ratified as independent auditor for fiscal 2024 with 35.6M votes for."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":11555398902.401793,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":274335,"accession_number":"0000109563-23-000060","cik":109563,"company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","ticker":"AIT","form_type":"8-K","filed_at":"2023-08-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Industrial Q4 net sales $1.2B (+9.1% YoY); net income $92.2M; FY2024 EPS guidance $8.80-$9.55","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $1.2B (+9.1% YoY, organic +8.6%); net income $92.2M ($2.35 EPS).","Full-year FY2023 net sales $4.4B (+15.8% YoY); net income $346.7M ($8.84 EPS); adjusted EPS $8.75.","FY2024 EPS guidance $8.80-$9.55 on 0-4% sales growth; EBITDA margin 11.9%-12.1%.","Updated intermediate targets: sales over $5.5B and EBITDA margins over 13% within next five years.","LIFO expense Q4 $8.1M ($0.15 after tax); FY LIFO expense $34.2M ($0.66 after tax)."],"consensus_eps_estimate":null,"consensus_eps_actual":8.84,"consensus_revenue_estimate":null,"consensus_revenue_actual":4412794000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":11555398902.401793,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":274334,"accession_number":"0001193125-23-207347","cik":109563,"company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","ticker":"AIT","form_type":"8-K","filed_at":"2023-08-09T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Applied Industrial extends receivables securitization facility maturity to Aug 2026","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Maturity of receivables facility extended from March 2024 to August 4, 2026.","Default ratio threshold set at 3.50%, delinquency ratio at 9.00%, dilution ratio at 6.00% (3-month average).","Days' Sales Outstanding covenant increased to 65 calendar days.","Debt threshold for cross-acceleration raised to $50M per event.","Performance Guaranty reaffirmed by Applied Industrial."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":11555398902.401793,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":291574,"accession_number":"0001193125-23-180432","cik":109563,"company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","ticker":"AIT","form_type":"8-K","filed_at":"2023-06-30T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Applied Industrial CFO David K. Wells adds principal accounting officer role","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["David K. Wells, VP-CFO & Treasurer, became principal accounting officer effective June 28, 2023.","He succeeds Christopher Macey, Corporate Controller, who previously held the role.","No other changes to executive roles reported."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":11555398902.401793,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":291573,"accession_number":"0000109563-23-000044","cik":109563,"company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","ticker":"AIT","form_type":"8-K","filed_at":"2023-04-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Industrial Q3 sales $1.1B (+15.4% YoY); adj EPS $2.38 (+36.3%); raises FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $1.1B, up 15.4% YoY (organic +15.0%); Service Center +16.1%, Engineered Solutions +13.1%.","Adjusted net income $93.5M ($2.38/sh), up 36.3% YoY; EBITDA $140.3M (+29.2%).","FY2023 guidance raised: adj EPS $8.47-$8.60 (prior $8.10-$8.50), sales growth 14%-15%, EBITDA margins 11.7%-11.8%.","Quarterly dividend $0.35/sh declared, payable May 31, record May 15.","April sales trending up high single-digit organic % YoY; management sees near-term moderation but above-market growth."],"consensus_eps_estimate":null,"consensus_eps_actual":6.49,"consensus_revenue_estimate":null,"consensus_revenue_actual":3254720000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":11555398902.401793,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":312352,"accession_number":"0000109563-23-000036","cik":109563,"company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","ticker":"AIT","form_type":"8-K","filed_at":"2023-03-29T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Applied Industrial Technologies names Jon S. Ploetz as VP, General Counsel & Secretary","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jon S. Ploetz appointed Vice President – General Counsel & Secretary, effective March 28, 2023.","Ploetz succeeds Fred D. Bauer, who retired after 30 years; Bauer served as Secretary through the search.","Ploetz joins from Harsco Corporation (NYSE: HSC) where he was VP, Assistant General Counsel & Assistant Corporate Secretary.","He brings over 20 years of legal experience including corporate governance, securities, and M&A.","Ploetz will lead global legal affairs, governance, compliance, ESG, and corporate secretary duties."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":11555398902.401793,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":312351,"accession_number":"0000109563-23-000025","cik":109563,"company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","ticker":"AIT","form_type":"8-K","filed_at":"2023-01-30T23:59:59+00:00","items":["1.01","5.02"],"status":"ready","headline":"Applied Industrial's GC & Secretary Fred Bauer to retire Jan 31; consulting agreement through March 2023","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Fred D. Bauer, VP – General Counsel & Secretary, to retire Jan 31, 2023 after over 30 years of service.","Bauer will continue as Secretary during search for new General Counsel; consulting agreement from Feb 1 to Mar 31.","Consulting fee of $44,131 per month plus expense reimbursement; SARs vest at retirement with extended exercise period.","Committee authorized consulting agreement to ensure smooth transition; Bauer to provide legal consulting services."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":11555398902.401793,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":312350,"accession_number":"0000109563-23-000004","cik":109563,"company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","ticker":"AIT","form_type":"8-K","filed_at":"2023-01-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AIT Q2 EPS $2.05 (+41% YoY), revenue $1.1B (+21% organic), dividend raised to $0.35, guides higher","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $1.1B, up 20.9% YoY; organic growth 21.1% across both Service Center and Engineered Solutions segments.","Net income $80.5M ($2.05 EPS) vs $57.2M ($1.46) prior year; EBITDA $125.5M, up 35.6%.","Quarterly dividend increased to $0.35/share (14th increase since 2010), payable Feb 28 to holders of record Feb 15.","FY2023 guidance raised: EPS $8.10–$8.50 (prior $6.90–$7.55), sales growth 13%–15%, EBITDA margins 11.5%–11.7%.","January month-to-date organic sales up low-twenty percent vs prior year; acquired Automation, Inc. in early Nov 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":4.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":2122685000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":11555398902.401793,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":330907,"accession_number":"0000109563-22-000130","cik":109563,"company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","ticker":"AIT","form_type":"8-K","filed_at":"2022-11-01T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Applied Industrial amends shelf agreement; extends issuance window, reduces fees","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Shelf note issuance period extended by three years, now until October 31, 2025.","Leverage-based fees on Series E Notes and future shelf issuances reduced.","Most favored lender clause benefiting Prudential eliminated.","Affects $25M 3.21% Series D Notes due 2023 and $25M 3.08% Series E Notes due 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":11555398902.401793,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":330906,"accession_number":"0000109563-22-000125","cik":109563,"company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","ticker":"AIT","form_type":"8-K","filed_at":"2022-10-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Industrial Q1 sales $1.1B (+19.1% YoY); EPS $1.97 (+45%); raises FY2023 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $1.1B (+19.1% YoY); EPS $1.97 (+45%); EBITDA $118.7M (+34.2%).","Organic sales growth 19.4%; Service Center +20.3%, Engineered Solutions +17.8%.","Raises FY2023 EPS guidance to $6.90-$7.55 (from $6.65-$7.30) and organic sales growth to 6-10%.","Declares quarterly dividend $0.34/share, payable Nov 30, record Nov 15.","Renamed Fluid Power & Flow Control segment to Engineered Solutions."],"consensus_eps_estimate":null,"consensus_eps_actual":1.97,"consensus_revenue_estimate":null,"consensus_revenue_actual":1062405000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":11555398902.401793,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":330905,"accession_number":"0000109563-22-000123","cik":109563,"company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","ticker":"AIT","form_type":"8-K","filed_at":"2022-10-25T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Applied Industrial shareholders elect three directors, approve executive compensation, ratify auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Mary Dean Hall, Dan P. Komnenovich, Joe A. Raver elected as directors for three-year terms with over 33.6M votes for each.","Say-on-pay advisory vote passed with 33.6M for, 1.2M against, 169K abstentions.","Ratification of Deloitte & Touche as independent auditor for FY2023 approved with 35.4M votes for.","Approximately 38.6M shares entitled to vote at the meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":11555398902.401793,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":348444,"accession_number":"0000109563-22-000093","cik":109563,"company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","ticker":"AIT","form_type":"8-K","filed_at":"2022-08-11T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Applied Industrial Technologies elects Shelly M. Chadwick to Board of Directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Shelly M. Chadwick, age 50, elected August 9, 2022 for a term expiring October 2024.","Chadwick is VP Finance & CFO of Materion (NYSE: MTRN); previously VP Finance & CAO at Timken (NYSE: TKR).","Board now comprises 9 directors (8 independent); Chadwick not yet assigned to any committee.","Non-employee director annual retainer $100,000; additional chair retainers for Audit ($20k) and Compensation ($15k)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":11555398902.401793,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":348443,"accession_number":"0000109563-22-000073","cik":109563,"company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","ticker":"AIT","form_type":"8-K","filed_at":"2022-08-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Industrial Q4 sales $1.1B, EPS $2.02; FY2023 guidance: EPS $6.65-$7.30","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $1.1B, +18.5% YoY; organic +18.7%. Net income $79.1M, EPS $2.02 (+34.4% YoY).","FY2022 net sales $3.8B (+17.8% YoY), net income $257.4M, EPS $6.58 (+38.8% YoY adjusted).","FY2023 guidance: sales growth 3-7%, EPS $6.65-$7.30, EBITDA margins 10.8-11.1%.","Board authorized new 1.5M share repurchase program, replacing prior plan.","CEO notes mid-teens organic sales growth early FY2023; no signs of slowing."],"consensus_eps_estimate":null,"consensus_eps_actual":6.58,"consensus_revenue_estimate":null,"consensus_revenue_actual":3810676000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":11555398902.401793,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":365135,"accession_number":"0000109563-22-000041","cik":109563,"company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","ticker":"AIT","form_type":"8-K","filed_at":"2022-04-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Industrial Q3 net sales $980.7M (+16.6% YoY); EPS $1.75; raises FY2022 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $980.7M (+16.6% YoY); organic daily sales +14.7%.","Net income $68.3M ($1.75 EPS); EBITDA $108.6M; LIFO expense $7.4M.","Raised FY2022 guidance: EPS $6.15-$6.25 (prior $5.70-$5.90); sales growth 14.8%-15.3%.","Declared quarterly dividend $0.34/share, payable May 31, 2022 to holders of record May 16.","Repurchased 35,000 shares for $3.5M in Q3; $318,000 shares remain authorized."],"consensus_eps_estimate":null,"consensus_eps_actual":4.56,"consensus_revenue_estimate":null,"consensus_revenue_actual":2749217000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":11555398902.401793,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":384733,"accession_number":"0000109563-22-000037","cik":109563,"company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","ticker":"AIT","form_type":"8-K","filed_at":"2022-03-14T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Board member Peter A. Dorsman resigns after ~20 years","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Peter A. Dorsman resigned from Applied Industrial Technologies' Board on March 11, 2022.","He served nearly 20 years; resignation not due to any disagreement with the company.","No replacement announced as of the filing date."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":11555398902.401793,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":384732,"accession_number":"0000109563-22-000022","cik":109563,"company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","ticker":"AIT","form_type":"8-K","filed_at":"2022-01-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Industrial Q2 EPS $1.46, sales $876.9M; raises FY2022 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales up 16.7% YoY to $876.9M; organic daily sales +16.4%.","Net income $57.0M ($1.46 EPS); EBITDA $92.6M, up ~36% YoY.","Quarterly dividend increased to $0.34/share (+13th increase since 2010).","FY2022 guidance raised: EPS $5.70–$5.90, sales growth 11.5%–12.5%, EBITDA margins 10.1%–10.3%.","Repurchased 35,000 shares for $3.5M during quarter; 353,000 shares remaining under authorization."],"consensus_eps_estimate":null,"consensus_eps_actual":2.81,"consensus_revenue_estimate":null,"consensus_revenue_actual":1768555000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":11555398902.401793,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":402607,"accession_number":"0000109563-21-000109","cik":109563,"company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","ticker":"AIT","form_type":"8-K","filed_at":"2021-12-14T23:59:59+00:00","items":["1.01","1.02","2.03","9.01"],"status":"ready","headline":"Applied Industrial enters $900M senior unsecured revolving credit facility, replaces $1.03B facility","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $900M revolving credit facility matures Dec 9, 2026, with accordion feature up to $500M.","Interest rate margins: base rate +0-55 bps or LIBOR +80-155 bps, based on net leverage ratio.","Covenants require interest coverage ≥3.0x and net leverage ≤3.75x (4.25x for acquisitions).","Facility used to refinance existing $1.03B credit agreement and for working capital, acquisitions.","Additionally amended Private Shelf Agreement with PGIM to align covenants with new facility."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":11555398902.401793,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":402606,"accession_number":"0000109563-21-000094","cik":109563,"company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","ticker":"AIT","form_type":"8-K","filed_at":"2021-10-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Industrial Q1 net sales $891.7M (+19.2%), EPS $1.36, maintains guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $891.7M, up 19.2% YoY; organic sales up 16.3%.","Net income $53.0M ($1.36 diluted EPS); EBITDA $88.5M.","Fiscal 2022 guidance maintained: EPS $5.00-$5.40, sales growth 8-10% (7-9% organic).","Quarterly dividend $0.33/share declared, payable Nov 30 to holders of record Nov 15.","Acquired R.R. Floody Co. in August; repurchased 76,658 shares for $6.5M in quarter."],"consensus_eps_estimate":null,"consensus_eps_actual":1.36,"consensus_revenue_estimate":null,"consensus_revenue_actual":891681000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":11555398902.401793,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":402605,"accession_number":"0000109563-21-000092","cik":109563,"company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","ticker":"AIT","form_type":"8-K","filed_at":"2021-10-26T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Applied Industrial Technologies announces shareholder meeting results; all proposals approved","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Elected directors Andrews, Dorsman, Petrella with >33.5M shares for each; six continuing directors noted.","Advisory vote on executive compensation passed with 34.55M for, 0.98M against, 0.14M abstain.","Ratification of Deloitte & Touche as FY2022 auditor approved with 35.93M for, 0.77M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":11555398902.401793,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":421532,"accession_number":"0000109563-21-000079","cik":109563,"company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","ticker":"AIT","form_type":"8-K","filed_at":"2021-08-17T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Industrial Q4 net sales $895.9M (+23.6% YoY); FY2022 EPS guidance $5.00-$5.40","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net income $59.2M ($1.51 EPS); EBITDA $94.8M; organic sales up 19.8%.","Full-year adjusted net income $186.4M ($4.74 EPS); free cash flow $225.8M.","FY2022 EPS guidance $5.00-$5.40 on 8-10% sales growth (organic 7-9%).","Bought back 400k shares for $40.1M in Q4; remaining authorization ~465k shares.","CEO cites record quarterly earnings and sustained demand momentum entering FY2022."],"consensus_eps_estimate":null,"consensus_eps_actual":3.68,"consensus_revenue_estimate":null,"consensus_revenue_actual":3235919000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":11555398902.401793,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}