{"schema_version":"secwatch.filing_event.v1","accession":"0000109563-26-000013","form_type":"8-K","ticker":"AIT","cik":"0000109563","company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","filed_at":"2026-01-27T23:59:59+00:00","discovered_at":"2026-05-14T18:02:34.532039+00:00","generated_at":"2026-05-16T07:24:54.471801+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Applied Industrial Q2 EPS $2.51 (+4.6%); dividend +11%; FY26 guidance raised","bullets":["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%."],"urls":{"canonical":"https://secwatch.observer/filing/0000109563-26-000013","json":"https://secwatch.observer/filing/0000109563-26-000013.json","markdown":"https://secwatch.observer/filing/0000109563-26-000013.md","text":"https://secwatch.observer/filing/0000109563-26-000013.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/109563/000010956326000013/0000109563-26-000013-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/109563/000010956326000013/ait-20260127.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T07:24:54.471801+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}