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

Applied Industrial Q2 sales rise 8.4% to $1.2 billion; FY26 EPS guidance narrowed

Mixed Impact 4 of 5 earnings Written later

Applied Industrial Technologies reported fiscal 2026 second-quarter net sales of $1.2 billion, up 8.4%, and net income of $95.3 million, or $2.51 per diluted share, up 4.6%. The company narrowed its fiscal 2026 EPS guidance to $10.45 to $10.75 from $10.10 to $10.85, and also announced an acquisition and an 11% dividend increase.

Key points

  • Q2 diluted EPS of $2.51 versus $2.39 a year earlier; EBITDA of $140.4 million, up 3.9%
  • FY26 EPS guidance adjusted to $10.45 to $10.75 (prior $10.10 to $10.85); LIFO expense guidance raised to $24 million to $26 million
  • Acquisition of Thompson Industrial Supply Inc., expected to generate about $20 million in annual sales in its first year
  • Quarterly dividend raised 11% to $0.51 per share, payable February 27, 2026, to holders of record on February 13, 2026

The filing

CompanyApplied Industrial Technologies (AIT)
Form8-K, current report
Filed with the SECJan 27, 2026, 9:19 AM ET
Accession number0000109563-26-000013

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 12:56 AM ET, from the text of the filing and its press-release exhibits 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 January 27, 2026.

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