Every material Form 8-K Applied Industrial Technologies filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Applied Industrial Technologies reported fiscal 2027 first quarter net sales of $1.3 billion, up 7.6% from a year earlier, and net income of $110.4 million, or $2.97 per share, up 12.7%. The company modestly raised its fiscal 2027 EPS guidance to $11.70 to $12.20 and kept its sales and EBITDA margin guidance unchanged, while also announcing a leadership change on its board.
Net sales of $1.3 billion rose 7.6% year over year, or 7.1% on an organic basis; Engineered Solutions organic sales rose 14.1%.
Net income of $110.4 million, or $2.97 per diluted share, compared with $2.63 per diluted share a year earlier.
Fiscal 2027 EPS guidance raised to $11.70 to $12.20 from $11.65 to $12.15; sales growth guidance of 4.0% to 6.5% maintained.
Quarterly dividend of $0.51 per share payable November 30, 2026; Joe A. Raver to succeed Peter C. Wallace as independent Chairman.
Applied Industrial Technologies added Michael L. Olosky, CEO of Simpson Manufacturing, to its board of directors at its October 20, 2026 annual meeting, where shareholders also elected three directors, approved executive pay in an advisory vote, and ratified Deloitte & Touche LLP as auditor. The filing reports votes, not financial results, so it does not change the company's reported performance.
Michael L. Olosky, age 58, elected to the board with a term expiring October 2028; appointed to the Corporate Governance & Sustainability and Executive Organization & Compensation Committees.
Robert J. Pagano, Jr., Neil A. Schrimsher and Pamela J. Tomczik elected as directors for three-year terms; Pagano received 27,434,584 votes for and 303,196 withheld.
Advisory say-on-pay proposal received 29,946,147 votes for and 451,212 against.
Deloitte & Touche LLP ratified as independent auditors for fiscal year ending June 30, 2027, with 30,789,800 votes for and 1,148,221 against.
Applied Industrial Technologies elected Pamela J. Tomczik, currently Senior Vice President, Treasurer and Business Development at Target Corporation, to its Board of Directors effective August 11, 2026. Director Peter C. Wallace submitted his retirement notice the same day under the company's director retirement policy, effective at the October 20, 2026 annual meeting of shareholders.
Pamela J. Tomczik, age 52, elected to the board on August 11, 2026, with a term expiring in October 2026; no committee appointments yet.
Tomczik has served as Senior Vice President, Treasurer and Business Development at Target Corporation since October 2022.
Peter C. Wallace gave notice of retirement from the board on August 11, 2026, under the director age-72 retirement policy, effective October 20, 2026.
Tomczik will receive non-employee director compensation and enter an Indemnification Agreement with Applied.
Applied Industrial Technologies reported fiscal 2026 fourth-quarter net sales of $1.4 billion, up 10.4%, and diluted EPS of $3.17, up from $2.80 a year earlier. It also set fiscal 2027 guidance for EPS of $11.65 to $12.15 and total sales growth of 4.0% to 6.5%, and raised its intermediate targets to $7 billion in sales and a 14% EBITDA margin over the next five years, which may matter to shareholders as a signal of expected earnings growth.
Q4 FY26 net sales $1.4 billion, up 10.4%; organic sales up 9.7%
Q4 FY26 net income $118.6 million, or $3.17 per diluted share, up from $2.80
FY27 guidance: EPS $11.65 to $12.15, total sales growth 4.0% to 6.5%, EBITDA margin 12.5% to 12.8%
Full-year FY26 purchases of treasury shares totaled $317.2 million; long-term debt fell to $262.3 million from $572.3 million
Applied Industrial Technologies accepted the resignation of director Mary Dean Hall on June 22, 2026, effective at the next annual shareholder meeting. The filing discloses no reason for the resignation and no replacement director.
Board committee accepted Mary Dean Hall's resignation as director on June 22, 2026.
Resignation takes effect at Applied's next annual meeting of shareholders.
The filing does not name a successor or state a reason for the departure.
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.
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
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.
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
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Applied Industrial Technologies filing is on SEC EDGAR ↗. 8-K briefs of other companies →