secwatch.observer — SEC 8-K summary
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Issuer:     APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT)
CIK:        0000109563
Form:       8-K
Filed at:   2026-08-13T13:46:12+00:00
Accession:  0000109563-26-000031
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/109563/000010956326000031/0000109563-26-000031-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/109563/000010956326000031/ait-20260813.htm
  HTML page:      https://secwatch.observer/filing/0000109563-26-000031

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer