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Applied Industrial Technologies director Mary Dean Hall received 572 shares of common stock as a grant on 01/20/2026. These shares are classified as restricted stock awarded under the 2023 Long-Term Performance Plan and vest one year from the grant date. The grant was priced at $0 per share, consistent with typical equity compensation awards, and increases her beneficial ownership to 4,596 shares held directly.
Applied Industrial Technologies director reports restricted stock grant
Director Madhuri A. Andrews reported receiving 572 shares of Applied Industrial Technologies common stock on January 20, 2026. The filing shows these shares as an acquisition at a price of $0 per share, reflecting an equity award rather than an open-market purchase. After this grant, Andrews beneficially owns 8,796 common shares, held directly. According to the footnote, the 572 shares are restricted stock granted under the company’s 2023 Long-Term Performance Plan and are scheduled to vest one year from the grant date, aligning her compensation with longer-term company performance.
Applied Industrial Technologies director Vincent K. Petrella reported a stock award of 572 shares of common stock. The shares were granted on 01/20/2026 at a stated price of $0.00 per share as restricted stock under the company’s 2023 Long-Term Performance Plan.
According to the filing, these restricted shares vest one year from the grant date. After this award, Petrella directly beneficially owns 21,694.16 shares of Applied Industrial Technologies common stock.
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).