Applied Industrial Technologies filings document operating results, capital structure, financing arrangements, and governance for an NYSE-listed industrial distributor. Recent Form 8-K reports furnish quarterly earnings releases and Regulation FD disclosures tied to sales, earnings, cash flow, guidance, dividends, and share repurchase authorization.
Other filings describe material credit arrangements, including a senior unsecured revolving credit facility and amendments to an accounts receivable securitization facility involving AIT Receivables LLC. Proxy and annual meeting materials cover director elections, executive compensation votes, auditor ratification, board governance, and shareholder voting outcomes.
APPLIED INDUSTRIAL TECHNOLOGIES INC filed an initial Form 3 beneficial ownership report for director Pamela J. Tomczik. The report lists her status as a director and, at this time, shows no reported transactions or derivative positions and no holding entries in the structured data.
APPLIED INDUSTRIAL TECHNOLOGIES INC granted Chief Accounting Officer Richard M. Wagner equity-based awards. He received 215 restricted stock units, which vest four years from the grant date and are settled in shares of common stock. He also received 1,378 stock-only stock appreciation rights with an exercise price of $352.35 per share, becoming exercisable in 25% annual increments starting one year after grant, and expiring in 2036. Following these grants, Wagner directly holds 1,203 common shares.
Applied Industrial Technologies executive Warren E. Hoffner III, VP and General Manager–Fluid Power, reported equity compensation activity. He received 1,305 stock-only stock appreciation rights at an exercise price of $352.35 per share, becoming exercisable in 25% annual increments starting one year after grant and expiring in 2036. He was also granted 394 restricted stock units that vest three years from grant and 1,157 performance shares "banked" based on 2026 performance that vest at the end of a three-year program, all to be settled in common stock. In connection with the vesting of performance shares, 320 shares of common stock were withheld to satisfy tax withholding obligations.
APPLIED INDUSTRIAL TECHNOLOGIES INC VP-Chief HR Officer Kurt W. Loring reported multiple equity awards dated 2026-08-11. He received 458 restricted stock units that vest in three years, 1,294 performance shares banked for a three-year program, and 1,514 stock-only stock appreciation rights exercisable at $352.35 per share, vesting 25% annually starting one year after grant and expiring in 2036. In a related move, 628 common shares were withheld to satisfy tax withholding obligations on vesting performance shares.
Applied Industrial Technologies President and CEO Neil A. Schrimsher reported equity compensation and related tax withholding transactions dated August 11, 2026. He received 10,217 stock-only stock appreciation rights with an exercise price of $352.35 per share, which become exercisable in 25% annual increments starting one year after grant. He was also granted 3,089 restricted stock units that vest three years from the grant date, and 10,313 performance shares banked based on 2026 performance that vest at the end of a three-year program, all to be settled in common stock. In connection with vesting of performance shares, 4,876 shares of common stock were withheld by the company to satisfy tax withholding obligations at $352.35 per share.
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.