{"schema_version":"secwatch.filing_event.v1","accession":"0000109563-26-000019","form_type":"8-K","ticker":"AIT","cik":"0000109563","company_name":"APPLIED INDUSTRIAL TECHNOLOGIES INC","filed_at":"2026-04-28T23:59:59+00:00","discovered_at":"2026-05-14T18:02:31.944174+00:00","generated_at":"2026-05-15T02:42:50.364813+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Applied Industrial Q3 EPS $2.65; raises FY26 EPS guidance to $10.64-$10.75","bullets":["Net sales $1.3B (+7.3% YoY); net income $99.8M; EPS $2.65 (+3.1% YoY).","Organic sales growth 6.0%; Service Center +4.2%, Engineered Solutions +9.3%.","FY26 EPS guidance raised to $10.64-$10.75; total sales growth now 7.2%-7.7%.","Board authorized new 3.0M share repurchase program, replacing prior plan.","Quarterly dividend $0.51/share, payable May 29, 2026, record May 15."],"urls":{"canonical":"https://secwatch.observer/filing/0000109563-26-000019","json":"https://secwatch.observer/filing/0000109563-26-000019.json","markdown":"https://secwatch.observer/filing/0000109563-26-000019.md","text":"https://secwatch.observer/filing/0000109563-26-000019.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/109563/000010956326000019/0000109563-26-000019-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/109563/000010956326000019/ait-20260428.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T02:42:50.364813+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":[{"claim_id":"ef4701531b959a61262bef916a6db0f80a7a7173","claim":"APPLIED INDUSTRIAL TECHNOLOGIES INC reported fiscal 2026 third quarter ended March 31, 2026 results: revenue $1.3 billion, net income $99.8 million, EPS $2.65. Guidance raised.","evidence_excerpt":"the Exchange Act. --- EX-99.1 (EX-99.1) --- Financial Release For Immediate Release Applied Industrial Technologies Reports Fiscal 2026 Third Quarter Results • Net Sales of $1.3 Billion Up 7.3% YoY; Up 6.0% on an Organic Basis • Net Income of $99.8 Million; EPS of $2.65 Up 3.1% YoY • Operating Income of $137.9 Million; EBITDA of $153.9 Million Up 6.2% YoY •","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/109563/000010956326000019/0000109563-26-000019-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal 2026 third quarter ended March 31, 2026"},{"label":"Revenue","value":"$1.3 billion"},{"label":"Net income","value":"$99.8 million"},{"label":"EPS","value":"$2.65"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}