secwatch.observer — SEC 8-K summary
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Issuer:     APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT)
CIK:        0000109563
Form:       8-K
Filed at:   2026-01-27T23:59:59+00:00
Accession:  0000109563-26-000013
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/109563/000010956326000013/0000109563-26-000013-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/109563/000010956326000013/ait-20260127.htm
  HTML page:      https://secwatch.observer/filing/0000109563-26-000013

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