---
schema_version: "secwatch.filing_event.v1"
accession: "0000109563-25-000036"
form_type: "8-K"
ticker: "AIT"
cik: "0000109563"
company_name: "APPLIED INDUSTRIAL TECHNOLOGIES INC"
filed_at: "2025-05-01T23:59:59+00:00"
generated_at: "2026-05-22T23:42:26.230555+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0000109563-25-000036
- form_type: 8-K
- ticker: AIT
- cik: 0000109563
- company_name: APPLIED INDUSTRIAL TECHNOLOGIES INC
- filed_at: 2025-05-01T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/109563/000010956325000036/0000109563-25-000036-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/109563/000010956325000036/ait-20250501.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000109563-25-000036
- JSON: https://secwatch.observer/filing/0000109563-25-000036.json
- Plain text: https://secwatch.observer/filing/0000109563-25-000036.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.