Applied Industrial Q3 EPS $2.57 beats expectations; updates FY guidance, acquires IRIS Factory Automation

APPLIED INDUSTRIAL TECHNOLOGIES INC

2025-Q3 EPS reported $7.33 vs consensus $2.51 ▲ beat (+192.3%)

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.

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