Applied Industrial Technologies — Jan 27, 2026 release
Fiscal 2026 second-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0000109563-26-000013
Showing in the filing
Quarterly cash dividend
“$0.51 per common share”
Period
FY2026
Measure
Declared action
Source
Prose
All guidance in this release · 9
Organic sales trend, month-to-date
“trending up by a mid single-digit percent year over year”
EPS for FY2026
“$10.45 to $10.75”
Sales growth for FY2026
“5.5% to 7.0%”
Sales growth, organic basis for FY2026
“up 2.5% to 4.0%”
Organic sales growth for FY2026
“2.5% to 4.0%”
EBITDA margin for FY2026
“12.2% to 12.4%”
Annual LIFO expense for FY2026
“$24 million to $26 million”
Thompson Industrial Supply expected annual s… for FY2026
“approximately $20 million”
Quarterly cash dividend for FY2026
“$0.51 per common share”
Exhibit 99.1 · the passage around this item
… earlier in the release
We look forward to seeing their capabilities support our collective efforts and value proposition moving forward.” Dividend Today the Company also announced that its Board of Directors approved an 11% increase in the quarterly cash dividend to $0.51 per common share, payable on February 27, 2026, to shareholders of record on February 13, 2026. This represents the 17 th dividend increase since 2010. Conference Call Information The Company will host a conference call at 10 a.m. ET today to discuss the quarter’s results and outlook. A live audio webcast and supplemental presentation can be accessed on our Investor Relations site at https://ir.applied.com. To join by telephone, dial 800-715-9871 (toll free) or 646-307-1963 using conference ID 7388794. Replays of the call will be available via webcast, as well as by telephone for one week by dialing 800-770-2030 (toll free) using conference ID 7388794. About Applied ® Applied Industrial Technologies is a leading value-added distributor and technical solutions provider of industrial motion, fluid power, flow control, automation technologies, and related maintenance supplies. Our leading brands, specialized services, and comprehensive knowledge serve MRO (maintenance, repair, and operations) and OEM (original equipment manufacturing), and new system install applications in virtually all industrial markets through our multi-channel capabilities that provide choice, convenience, and expertise. For mor
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.