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

Applied Industrial raises FY26 sales growth guidance after 7.3% Q3 sales gain

Positive Impact 4 of 5 guidance Written later

Applied Industrial Technologies reported fiscal third-quarter net sales of $1.3 billion, up 7.3% from a year earlier, and diluted EPS of $2.65 versus $2.57. The company raised its fiscal 2026 EPS guidance low end to $10.64 from $10.45 and its total sales growth guidance to 7.2% to 7.7%, and its Board authorized a new buyback of up to 3.0 million shares.

Key points

  • Q3 net sales $1.3 billion, up 7.3%; organic sales up 6.0% year over year
  • Diluted EPS $2.65 vs. $2.57 a year earlier; net income $99.8 million
  • FY26 EPS guidance $10.64 to $10.75 (prior $10.45 to $10.75); total sales growth 7.2% to 7.7% (prior 5.5% to 7.0%)
  • Board authorized repurchase of up to 3.0 million shares; quarterly dividend of $0.51 payable May 29, 2026

The filing

CompanyApplied Industrial Technologies (AIT)
Form8-K, current report
Filed with the SECApr 28, 2026, 9:09 AM ET
Accession number0000109563-26-000019

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

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 April 28, 2026.

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.