---
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"
generated_at: "2026-05-16T07:24:54.471801+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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%.

## SEC filing metadata
- 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
- 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/109563/000010956326000013/0000109563-26-000013-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/109563/000010956326000013/ait-20260127.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000109563-26-000013
- JSON: https://secwatch.observer/filing/0000109563-26-000013.json
- Plain text: https://secwatch.observer/filing/0000109563-26-000013.txt

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