secwatch.observer — SEC 8-K summary ====================================== Issuer: APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) CIK: 0000109563 Form: 8-K Filed at: 2025-10-28T23:59:59+00:00 Accession: 0000109563-25-000103 Event type: earnings Sentiment: positive Materiality: 0.75 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Applied Industrial Q1 EPS $2.63 beats; revenue $1.2B up 9.2%; raises FY26 EPS guidance -------------------------------------------------------------------------------- - 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. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/109563/000010956325000103/0000109563-25-000103-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/109563/000010956325000103/ait-20251028.htm HTML page: https://secwatch.observer/filing/0000109563-25-000103 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer