AI brief of an SEC Form 8-K · Applied Industrial Technologies (AIT)

Applied Industrial Q4 EPS rises 5.9% to $2.80; FY2026 EPS guidance $10.00-$10.75

Positive Impact 3 of 5 earnings Written later

Applied Industrial Technologies reported fiscal 2025 fourth-quarter net sales of $1.2 billion, up 5.5%, and diluted earnings of $2.80 per share, up from $2.64 a year earlier, while EBITDA fell 0.3%. For fiscal 2026 it guided to EPS of $10.00 to $10.75 on total sales growth of 4% to 7%, which does not include future acquisitions or share buybacks.

Key points

  • Q4 net sales $1.2 billion, up 5.5%; up 0.2% on an organic daily basis
  • Q4 diluted EPS $2.80 vs. $2.64 a year earlier; Q4 EBITDA $153.0 million, down 0.3%
  • Full-year fiscal 2025 net income $393.0 million, or $10.12 per diluted share; free cash flow $465.2 million
  • Fiscal 2026 guidance: EPS of $10.00 to $10.75 and total sales up 4% to 7%, including 1% to 4% organic

The filing

CompanyApplied Industrial Technologies (AIT)
Form8-K, current report
Filed with the SECAug 14, 2025, 9:12 AM ET
Accession number0000109563-25-000063

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 12:56 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 14, 2025.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.