secwatch.observer — SEC 8-K summary
======================================

Issuer:     APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT)
CIK:        0000109563
Form:       8-K
Filed at:   2025-08-14T23:59:59+00:00
Accession:  0000109563-25-000063
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/109563/000010956325000063/0000109563-25-000063-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/109563/000010956325000063/ait-20250814.htm
  HTML page:      https://secwatch.observer/filing/0000109563-25-000063

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer