Welcome to our dedicated page for Applied Indl Technologies SEC filings (Ticker: AIT), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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 director Peter C. Wallace reported an equity award of company stock. On 01/20/2026, he received 688 shares of common stock, recorded at a price of $0 per share, which a footnote explains are restricted shares granted under the 2023 Long-Term Performance Plan that vest one year from the grant date.
After this grant, Wallace beneficially owned 29,179 shares of Applied Industrial Technologies common stock directly. He also held 3,247.165 additional shares indirectly through a Deferred Compensation Plan. This filing reflects equity-based compensation rather than an open-market purchase or sale.
Applied Industrial Technologies director Peter C. Wallace reported a small acquisition of company stock. On 12/31/2025, he acquired 5.761 shares of common stock at $258.82 per share, recorded as an indirect holding through a Deferred Compensation Plan. Following this transaction, he beneficially owned 3,247.165 shares indirectly in the plan and 28,491 shares directly. This filing is a routine insider ownership update rather than a corporate event affecting the company’s operations.
The Vanguard Group filed Amendment No. 17 to a Schedule 13G reporting beneficial ownership of 4,128,172 shares of Applied Industrial Technologies (AIT) common stock, equal to 10.93% of the class as of 09/30/2025.
The filing lists 0 shares with sole voting power and 228,490 with shared voting power. Vanguard reports 3,850,172 shares with sole dispositive power and 278,000 with shared dispositive power. Vanguard states the securities are held in the ordinary course and not to change or influence control. Its clients have rights to dividends or proceeds; no single client’s interest exceeds 5%.
Applied Industrial Technologies (AIT) reported first‑quarter results. Net sales were $1,199,523,000, up 9.2% year over year, and net income was $100,807,000. Diluted EPS rose to $2.63 from $2.36. Gross margin improved to 30.1% and operating income reached $129,030,000, a 10.8% margin.
Acquisitions contributed $69.7 million to sales, led by Hydradyne, which added $66.6 million of sales and $4.4 million of net income in the quarter. Service Center net sales were $782,474,000, up 4.4%, while Engineered Solutions grew to $417,049,000, up 19.4% with most growth from acquisitions.
Operating cash flow was $119,317,000. The company repurchased 204,136 shares for $53.2 million at an average price of $260.49 and paid dividends of $17.4 million. Cash ended at $418,716,000. Total debt was $572,300,000, including $384,000,000 on the revolver and $188,300,000 under the accounts receivable securitization facility. After quarter‑end, AIT entered a new $900,000,000 five‑year revolving credit facility with an accordion up to $800,000,000.
Applied Industrial Technologies (AIT) furnished an earnings press release for its fiscal 2026 first quarter ended September 30, 2025. The press release is attached as Exhibit 99.1.
The information was furnished under Item 2.02 and is not deemed filed for purposes of Section 18 of the Exchange Act. Common stock trades on the NYSE under the symbol AIT.
Applied Industrial Technologies (AIT) entered a new senior unsecured Credit Agreement providing a $900 million revolving credit facility to refinance its prior facility and fund working capital and other general corporate purposes, which may include acquisitions. The agreement, with KeyBank as Administrative Agent, includes a $25 million swing line sublimit and a $50 million letter of credit sublimit, and permits up to $800 million of additional commitments via revolver upsizing or incremental term loans.
The facility matures on October 24, 2030 and is guaranteed by certain U.S. and foreign subsidiaries. Borrowings bear interest at either the base rate plus 0–35 bps or adjusted term SOFR plus 80–135 bps, in each case based on AIT’s net leverage ratio. Covenants include a minimum interest coverage ratio of 2.75x and a maximum net leverage ratio of 3.75x, which may increase to 4.25x in connection with certain material acquisitions. The agreement contains customary fees, covenants, and events of default and replaces AIT’s prior $900 million credit agreement dated December 9, 2021.
Applied Industrial Technologies (AIT) reported the results of its annual meeting held on October 21, 2025. There were 37,751,071 shares of common stock entitled to vote.
Shareholders elected three directors for three-year terms: Mary Dean Hall (For 28,555,324; Withheld 3,722,211; Broker non-votes 2,096,107), Joe A. Raver (For 28,731,867; Withheld 3,545,668; Broker non-votes 2,096,107), and Richard J. Simoncic (For 31,089,269; Withheld 1,188,266; Broker non-votes 2,096,107). The terms of six other directors continue.
Shareholders approved the nonbinding advisory vote on executive compensation (For 31,401,048; Against 799,147; Abstain 77,340; Broker non-votes 2,096,107) and ratified Deloitte & Touche LLP as independent auditors for the fiscal year ending June 30, 2026 (For 32,963,439; Against 1,384,038; Abstain 26,165).
Peter C. Wallace, a director of Applied Industrial Technologies, reported changes in his beneficial ownership on Form 4. The filing shows a Common Stock transaction dated 09/30/2025 labeled Code V: 5.647 shares acquired at $255.01. The report also lists 28,491 Common Stock shares disposed of from a Deferred Compensation Plan and a post-transaction beneficial ownership figure of 3,241.404 shares (indirect). The form is signed by Patricia A. Comai, POA, dated 10/02/2025.
Applied Industrial Technologies presents its 2025 proxy materials including director elections, advisory 'Say on Pay', and auditor ratification. The proxy describes the company’s governance and compensation framework emphasizing a pay-for-performance philosophy: in 2025 an average of 69% of targeted primary compensation for NEOs (and 84% for the CEO) was performance‑tied. The Compensation Committee uses an independent consultant, sets market‑median targets among peers, maintains significant stock ownership guidelines, clawback provisions, double‑trigger change‑in‑control vesting, and limits perquisites. The proxy also provides voting instructions, proxy return deadlines, and Retirement Savings Plan voting procedures.
Applied Industrial Technologies (AIT) reporting person Jason W. Vasquez filed a Form 4 disclosing a correction to a previously reported sale. The broker rescinded a sale transaction on September 2, 2025 due to broker error, and the rescission was reported on the Form 4 filed September 4, 2025. The filing shows an entry of 5,447 shares acquired (transaction code J(1)) and a post-transaction beneficial ownership of 19,938 shares reported as direct holdings. The report also lists 866.565 shares held indirectly in a Retirement Savings Plan. The signature was submitted by a power of attorney on the reporting person's behalf.