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Applied Industrial Technologies, Inc. reports fiscal year ended June 30, 2026 results, highlighting its role as a value-added distributor and technical solutions provider in industrial motion, fluid power, flow control, and automation across about 580 facilities and 6,900 associates in seven countries.
Net sales were $5.0 billion, up 8.8% or $403.3 million, with 5.4% organic growth and the rest from acquisitions and currency. Operating income was $549.5 million (11.1% margin) versus 10.9% a year earlier. Net income reached $414.5 million and diluted EPS rose to $10.95 from $10.12.
The Service Center segment generated 64% of sales and grew 5.6%, while Engineered Solutions contributed 36% and grew 15.1%, aided by acquisitions and strong demand in fluid power and automation. U.S. operations represented 88% of sales. Debt totaled $262.3 million against shareholders’ equity of $1.86 billion. The company emphasizes secular growth drivers such as reshoring, automation, energy efficiency, data center and semiconductor infrastructure, and continues to pursue acquisitions, cross-selling, and margin expansion initiatives.
APPLIED INDUSTRIAL TECHNOLOGIES executive Jason W. Vasquez, VP-Sales & Marketing-USSC, reported multiple equity awards on 2026-08-11. He received 1,240 Stock Appreciation Rights tied to common stock at a $352.35 exercise price, becoming exercisable in 25% annual increments starting one year after grant. He also acquired 375 restricted stock units that vest three years from grant and 1,028 performance shares banked for 2026 performance that vest at the end of a three-year program. In a related transaction, 341 common shares were withheld by the company to satisfy tax withholding obligations upon vesting of performance shares.
Applied Industrial Technologies Inc. reported equity compensation changes for Vice President-CFO & Treasurer David K. Wells. He received 2,153 stock appreciation rights with an exercise price of $352.35 per share that become exercisable in 25% annual increments starting one year from grant. He also received 651 restricted stock units that vest three years from grant and 1,870 performance shares banked based on 2026 performance, which vest at the end of a three-year program, all settled in common stock. In a related transaction, 887 shares of common stock were withheld by the company to satisfy tax withholding obligations upon vesting of performance shares.
APPLIED INDUSTRIAL TECHNOLOGIES INC reported equity compensation changes for officer Jon S. Ploetz, VP-General Counsel & Secretary. On 2026-08-11 he received 1,240 stock-only stock appreciation rights tied to common stock at an exercise price of $352.35, which become exercisable in 25% annual increments starting one year after grant. He was also granted 375 restricted stock units that vest three years from the grant date and 1,023 performance shares banked based on 2026 performance that vest at the end of a three-year program, all settled in Applied common stock. On the same date, 450 shares of common stock were withheld to satisfy tax withholding obligations on the vesting of performance shares.
Applied Industrial Technologies reported strong fiscal 2026 results with record quarterly performance in the fourth quarter ended June 30, 2026. Fourth quarter net sales were $1.35 billion, up 10.4% year over year, including 9.7% organic growth. Segment organic sales rose 12.9% in Engineered Solutions and 7.9% in Service Center. Net income was $118.6 million, or $3.17 diluted EPS, and EBITDA reached $177.6 million, up 16.1% year over year.
For the full year, net sales were $5.0 billion, up 8.8% (organic growth 5.4%). Full-year net income was $414.5 million, or $10.95 diluted EPS, with EBITDA of $618.2 million, up 10.0%. Service Center EBITDA margin was 14.0% and Engineered Solutions 14.4%. Operating cash flow was $484.1 million and free cash flow $460.5 million. The company reduced long-term debt to $262.3 million from $572.3 million, while cash ended at $127.1 million.
For fiscal 2027, Applied guides to EPS of $11.65–$12.15, total sales growth of 4.0%–6.5%, and EBITDA margins of 12.5%–12.8%. It also raised intermediate targets to $7 billion in sales and 14% EBITDA margins over the next five years.
APPLIED INDUSTRIAL TECHNOLOGIES INC reported that officer Warren E. Hoffner III, VP, General Mgr-Fluid Power, had 207 shares of common stock withheld on 2026-08-08 to satisfy tax withholding obligations upon vesting of restricted stock units. After this withholding, he directly holds 40,544 shares of common stock and has an additional 455.352 shares held indirectly through a Retirement Savings Plan.
APPLIED INDUSTRIAL TECHNOLOGIES INC executive Kurt W. Loring, VP-Chief HR Officer, reported a disposition of 405 shares of common stock on 2026-08-08. The shares were withheld by the company to satisfy tax withholding obligations upon vesting of restricted stock units at a reference price of $359.90 per share. After this withholding, he held 18,868 direct shares and an additional 33.554 shares indirectly through a Retirement Savings Plan.
Applied Industrial Technologies Inc (AIT) reported an insider equity transaction by vice president, general counsel and secretary Jon S. Ploetz. On 2026-08-08, 291 shares of Common Stock were disposed of at $359.90 per share to satisfy tax withholding obligations upon the vesting of restricted stock units, as noted in the footnote. Following this withholding transaction, Ploetz directly held 3,005 shares of Common Stock.
APPLIED INDUSTRIAL TECHNOLOGIES INC reports that President and CEO Neil A. Schrimsher had 2,161 shares of common stock withheld on 2026-08-08 to satisfy tax withholding obligations upon vesting of restricted stock units at a reference price of $359.90 per share. After this tax-withholding disposition, he directly holds 128,367 shares of common stock and indirectly holds 439.9 shares through a Retirement Savings Plan.
APPLIED INDUSTRIAL TECHNOLOGIES INC officer Jason W. Vasquez, VP-Sales & Marketing-USSC, reported a Form 4 transaction involving company common stock. On 2026-08-08, 220 shares of common stock at $359.90 per share were withheld by the company to satisfy tax withholding obligations on the vesting of restricted stock units, rather than sold in the open market. Following this tax-withholding disposition, Vasquez directly held 14,271 shares of common stock. In addition, he reported indirect ownership of 885.459 shares of common stock held through a Retirement Savings Plan.