Applied Industrial Q2 EPS $2.51 (+4.6%); dividend +11%; FY26 guidance raised

APPLIED INDUSTRIAL TECHNOLOGIES INC

2026-Q2 EPS reported $5.14 revenue$2,362,546,000

Net sales $1.2B (+8.4% YoY, organic +2.2%); net income $95.3M, diluted EPS $2.51.
EBITDA $140.4M (+3.9%); operating cash flow $99.7M; free cash flow $93.4M.
Quarterly dividend raised 11% to $0.51/share, payable Feb 27, record Feb 13.
Acquired Thompson Industrial Supply (Los Angeles) for Service Center bolt-on; ~$20M annual sales.
FY26 EPS guidance updated to $10.45-$10.75 (prior $10.10-$10.85); sales +5.5% to +7.0%.

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