Applied Industrial Technologies — Aug 13, 2026 release

Combined with an active M&A pipeline and ongoing margin expansion opportunities, we are well positioned moving forward.” Fiscal 2027 Guidance and Updated Intermediate Financial Targets Applied is introducing guidance for the fiscal year ending June 30, 2027 as follows: • EPS: $11.65 to $12.15 • Total sales growth: 4.0% to 6.5% • EBITDA margins: 12.5% to 12.8% Guidance incorporates macro uncertainty tied to ongoing geopolitical events and trade policy dynamics, as well as broader inflationary headwinds and growth investments. Guidance does not assume contribution from future acquisitions or share buybacks. In addition, the Company is increasing its intermediate financial objectives and now targets sales of $7 billion and EBITDA margins of 14%. The Company expects to achieve these targets over the next five years depending on various factors including the trajectory of broader macro conditions, the timing and scope of M&A, progress with internal initiatives, and other factors. Mr. Schrimsher concluded, “Given our performance in recent years and the meaningful growth opportunity we have moving forward, we believe now is an opportune time to update our intermediate financial objectives. Our ongoing evolution has positioned Applied at the intersection of exciting and powerful growth trends tied to rising technical support at customer plants, industrial system upgrades, automation adoption, and the build out of critical infrastructure across both legacy and emerging customer verticals. In addition, our balanc