---
schema_version: "secwatch.filing_event.v1"
accession: "0000109563-26-000031"
form_type: "8-K"
ticker: "AIT"
cik: "0000109563"
company_name: "APPLIED INDUSTRIAL TECHNOLOGIES INC"
filed_at: "2026-08-13T13:46:12+00:00"
generated_at: "2026-08-13T13:47:05.945722+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Applied Industrial Q4 EPS $3.17, sales +10.4%; FY27 EPS guide $11.65-12.15

## Summary
- Q4 net sales $1.4B up 10.4% YoY; organic +9.7% (Engineered +12.9%, Service Center +7.9%).
- Q4 net income $118.6M, EPS $3.17 up 13.2% YoY; EBITDA $177.6M up 16.1%.
- FY26 sales $5.0B up 8.8% (organic +5.4%); net income $414.5M, EPS $10.95 up 8.2%.
- FY27 guidance: EPS $11.65-12.15, sales growth +4.0-6.5%, EBITDA margins 12.5-12.8%.
- Raises intermediate targets to $7B sales and 14% EBITDA margins over next 5 years.

## SEC filing metadata
- accession: 0000109563-26-000031
- form_type: 8-K
- ticker: AIT
- cik: 0000109563
- company_name: APPLIED INDUSTRIAL TECHNOLOGIES INC
- filed_at: 2026-08-13T13:46:12+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/109563/000010956326000031/0000109563-26-000031-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/109563/000010956326000031/ait-20260813.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000109563-26-000031
- JSON: https://secwatch.observer/filing/0000109563-26-000031.json
- Plain text: https://secwatch.observer/filing/0000109563-26-000031.txt

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