Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended DECEMBER 31, 2025 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ☐ 1934 For the transition period from ___ to ___ Commission file number 1-2299 APPLIED INDUSTRIAL TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Ohi ...

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. ...

Gross margin was 30.4%, down 19 basis points from 30.6% in the prior-year quarter. CFO Dave Wells said LIFO expense totaled $6.9 million, above the company’s expectations and up from $0.7 million a year earlier, creating a 54-basis-point year-over-year drag on gross margin. Wells said the LIFO increase reflected broader product inflation and supplier price increases, as well as the company’s decision to increase inventory investment based on its outlook and “firming demand” developing across the business.In ...

Applied Industrial Technologies (NYSE:AIT) Q2 2026 Earnings call January 27, 2026 10:00 AM ET Company ParticipantsBrett Linzey - Managing DirectorChris Dankert - Managing DirectorDave Wells - VP, CFO, and TreasurerDavid Manthey - Managing DirectorNeil Schrimsher - President and CEORyan Cieslak - Director of Investor Relations and TreasurySabrina Abrams - VPConference Call ParticipantsChristopher Glynn - Equity AnalystKen Newman - VP and Equity Research AnalystOperatorWelcome to the fiscal 2026 second quarte ...

Applied Industrial Technologies (NYSE:AIT) Q2 2026 Earnings call January 27, 2026 10:00 AM ET Company ParticipantsBrett Linzey - Managing DirectorChris Dankert - Managing DirectorDave Wells - VP, CFO, and TreasurerDavid Manthey - Managing DirectorNeil Schrimsher - President and CEORyan Cieslak - Director of Investor Relations and TreasurySabrina Abrams - VPConference Call ParticipantsChristopher Glynn - Equity AnalystKen Newman - VP and Equity Research AnalystOperatorWelcome to the fiscal 2026 second quarte ...

For the quarter ended December 2025, Applied Industrial Technologies (AIT) reported revenue of $1.16 billion, up 8.4% over the same period last year. EPS came in at $2.51, compared to $2.39 in the year-ago quarter.The reported revenue represents a surprise of -0.78% over the Zacks Consensus Estimate of $1.17 billion. With the consensus EPS estimate being $2.48, the EPS surprise was +1.41%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectation ...

Applied Industrial Technologies (NYSE:AIT) Q2 2026 Earnings call January 27, 2026 10:00 AM ET Speaker1Welcome to the fiscal 2026 second quarter earnings call for Applied Industrial Technologies. My name is Mark, and I will be your operator for today's call. At this time, all participants are in listen-only mode. Later, we will conduct a question-and-answer session. If you wish to ask a question at that time, please press star followed by the number 1 on your telephone keypad. Prior to asking a question, ple ...

Fiscal Q2 2026 Recap January 27, 2026 - The Premier Provider of Advanced Motion, Power, Control, & Automation Solutions to Critical Industrial Infrastructure - Safe Harbor Statement This presentation contains statements that are forward-looking, as that term is defined by the Securities and Exchange Commission in its rules, regulations and releases. Applied intends that such forward-looking statements be subject to the safe harbors created thereby. Forward-looking statements are often identified by qualifie ...

EXHIBIT 99.1 Fiscal 2026 Guidance Today, the Company is adjusting fiscal 2026 EPS guidance to a range of $10.45 to $10.75 (prior $10.10 to $10.85) following fiscal 2026 first half performance. Updated guidance now assumes sales growth of 5.5% to 7.0% (prior range up 4.0% to 7.0%) including up 2.5% to 4.0% on an organic basis (prior range up 1.0% to 4.0%), while EBITDA margin guidance is now 12.2% to 12.4% (prior range 12.2% to 12.5%). Guidance now assumes annual • Net Sales of $1.2 Billion Up 8.4% YoY; Up 2 ...

Applied Industrial Technologies (AIT) came out with quarterly earnings of $2.51 per share, beating the Zacks Consensus Estimate of $2.48 per share. This compares to earnings of $2.39 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +1.41%. A quarter ago, it was expected that this industrial products company would post earnings of $2.47 per share when it actually produced earnings of $2.63, delivering a surprise of +6.48%.Over t ...