---
schema_version: "secwatch.filing_event.v1"
accession: "0000109563-25-000063"
form_type: "8-K"
ticker: "AIT"
cik: "0000109563"
company_name: "APPLIED INDUSTRIAL TECHNOLOGIES INC"
filed_at: "2025-08-14T23:59:59+00:00"
generated_at: "2026-05-17T12:45:15.170839+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Applied Industrial Q4 net sales $1.2B (+5.5% YoY), EPS $2.80 (+5.9% YoY); guides FY2026 EPS $10.00-$10.75

## Summary
- 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.

## SEC filing metadata
- accession: 0000109563-25-000063
- form_type: 8-K
- ticker: AIT
- cik: 0000109563
- company_name: APPLIED INDUSTRIAL TECHNOLOGIES INC
- filed_at: 2025-08-14T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/109563/000010956325000063/0000109563-25-000063-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/109563/000010956325000063/ait-20250814.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000109563-25-000063
- JSON: https://secwatch.observer/filing/0000109563-25-000063.json
- Plain text: https://secwatch.observer/filing/0000109563-25-000063.txt

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