---
schema_version: "secwatch.filing_event.v1"
accession: "0000109563-25-000103"
form_type: "8-K"
ticker: "AIT"
cik: "0000109563"
company_name: "APPLIED INDUSTRIAL TECHNOLOGIES INC"
filed_at: "2025-10-28T23:59:59+00:00"
generated_at: "2026-05-17T01:51:58.302293+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Applied Industrial Q1 EPS $2.63 beats; revenue $1.2B up 9.2%; raises FY26 EPS guidance

## Summary
- 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.

## SEC filing metadata
- accession: 0000109563-25-000103
- form_type: 8-K
- ticker: AIT
- cik: 0000109563
- company_name: APPLIED INDUSTRIAL TECHNOLOGIES INC
- filed_at: 2025-10-28T23:59:59+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/109563/000010956325000103/0000109563-25-000103-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/109563/000010956325000103/ait-20251028.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000109563-25-000103
- JSON: https://secwatch.observer/filing/0000109563-25-000103.json
- Plain text: https://secwatch.observer/filing/0000109563-25-000103.txt

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