---
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"
generated_at: "2026-05-15T02:42:50.364813+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Applied Industrial Q3 EPS $2.65; raises FY26 EPS guidance to $10.64-$10.75

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000109563-26-000019
- JSON: https://secwatch.observer/filing/0000109563-26-000019.json
- Plain text: https://secwatch.observer/filing/0000109563-26-000019.txt

## Key facts
- Earnings Releases
  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.
  - Period: fiscal 2026 third quarter ended March 31, 2026
  - Revenue: $1.3 billion
  - Net income: $99.8 million
  - EPS: $2.65
  - Guidance: raised
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/109563/000010956326000019/0000109563-26-000019-index.htm

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