Applied Industrial Technologies, Inc. (AIT) Q2 2026 Earnings Call Transcript

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Applied Industrial Technologies, Inc. (AIT) Q2 2026 Earnings Call January 27, 2026 10:00 AM EST

Company Participants

Ryan Cieslak – Director of Investor Relations & Assistant Treasurer
Neil Schrimsher – President, CEO & Director
David Wells – VP, CFO, & Treasurer

Conference Call Participants

Christopher Glynn – Oppenheimer & Co. Inc., Research Division
David Manthey – Robert W. Baird & Co. Incorporated, Research Division
Brett Linzey – Mizuho Securities USA LLC, Research Division
Sabrina Abrams – BofA Securities, Research Division
Kenneth Newman – KeyBanc Capital Markets Inc., Research Division
Christopher Dankert – Loop Capital Markets LLC, Research Division

Presentation

Operator

Welcome 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. [Operator Instructions] And please note that this conference is being recorded. I will now turn the call over to Ryan Cieslak, Director of Investor Relations and Treasury. Ryan, you may begin.

Ryan Cieslak
Director of Investor Relations & Assistant Treasurer

Okay. Thanks, Mark, and good morning to everyone. This morning, we issued our earnings release and supplemental investor deck detailing our second quarter results. Both of these documents are available in the Investor Relations section of applied.com.

Before we begin, just a reminder, we’ll discuss our business outlook and make forward-looking statements. All forward-looking statements are based on current expectations subject to certain risks and uncertainties, including those that are detailed in our SEC filings. Actual results may differ materially from those expressed in the forward-looking statements. The company undertakes no obligation to update publicly or revise any forward-looking statement. In addition, the conference call will use non-GAAP financial measures, which are subject to the qualifications referenced in those documents. Our speakers today include Neil Schrimsher, Applied’s President and Chief Executive Officer; and David Wells, our Chief Financial Officer. With that, I’ll turn it over to Neil.

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