Brady (NYSE:BRC) Posts Earnings Results, Beats Expectations By $0.15 EPS

Brady (NYSE:BRC) issued its quarterly earnings results on Monday. The industrial products company reported $1.50 earnings per share for the quarter, topping analysts’ consensus estimates of $1.35 by $0.15, FiscalAI reports. The company had revenue of $435.24 million during the quarter, compared to analyst estimates of $406.07 million. Brady had a net margin of 13.01% and a return on equity of 18.62%. The business’s revenue for the quarter was up 13.7% compared to the same quarter last year. During the same period in the prior year, the business posted $1.22 EPS. Brady updated its FY 2026 guidance to 5.200-5.300 EPS.

Here are the key takeaways from Brady’s conference call:

• Brady reported a record adjusted EPS of $1.50, up 23% year over year, while organic sales grew 8.2% and gross margin improved to 51.8%.
• Management said growth was broad-based across regions and product lines, with especially strong momentum in wire and identification and data center-related demand, which continued to be a meaningful driver.
• The company highlighted strong cash generation, with operating cash flow up 30.7% in the quarter and net cash rising to $148.6 million, supporting dividends, buybacks, and financing flexibility.
• Brady raised full-year fiscal 2026 adjusted EPS guidance to $5.20-$5.30 from $4.95-$5.15, while still expecting mid-single-digit organic sales growth for the year.
• Management reiterated that the planned Honeywell PSS acquisition should close around August 1 and be immediately accretive, estimating about $0.80 of first-year adjusted EPS accretion before synergies. The company emphasized the deal will expand Brady’s addressable market but noted board workload and integration remain significant.

Brady Stock Performance

BRC stock opened at $84.06 on Tuesday. The company has a quick ratio of 1.40, a current ratio of 2.13 and a debt-to-equity ratio of 0.06. The firm has a 50 day moving average of $82.12 and a two-hundred day moving average of $82.72. The company has a market capitalization of $3.97 billion, a price-to-earnings ratio of 19.69 and a beta of 0.61. Brady has a 12 month low of $65.76 and a 12 month high of $99.29.

Brady Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, April 30th. Shareholders of record on Thursday, April 9th were given a $0.245 dividend. This represents a $0.98 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend was Thursday, April 9th. Brady’s payout ratio is currently 22.95%.

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on BRC. Weiss Ratings lowered shares of Brady from a “buy (b+)” rating to a “buy (b)” rating in a research note on Wednesday, May 13th. Wall Street Zen downgraded shares of Brady from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. One investment analyst has rated the stock with a Buy rating, According to data from MarketBeat, the stock presently has a consensus rating of “Buy”.

Institutional Trading of Brady

Hedge funds have recently bought and sold shares of the stock. First Trust Advisors LP raised its stake in shares of Brady by 22.2% in the 4th quarter. First Trust Advisors LP now owns 1,620,931 shares of the industrial products company’s stock valued at $127,032,000 after buying an additional 294,818 shares in the last quarter. State Street Corp raised its stake in shares of Brady by 1.7% in the 4th quarter. State Street Corp now owns 1,524,384 shares of the industrial products company’s stock valued at $119,466,000 after buying an additional 26,151 shares in the last quarter. Dimensional Fund Advisors LP raised its stake in shares of Brady by 0.6% in the 4th quarter. Dimensional Fund Advisors LP now owns 1,461,632 shares of the industrial products company’s stock valued at $114,551,000 after buying an additional 8,125 shares in the last quarter. Geode Capital Management LLC raised its stake in shares of Brady by 0.7% in the 4th quarter. Geode Capital Management LLC now owns 536,544 shares of the industrial products company’s stock valued at $42,061,000 after buying an additional 3,699 shares in the last quarter. Finally, Qube Research & Technologies Ltd raised its stake in shares of Brady by 15.1% in the 3rd quarter. Qube Research & Technologies Ltd now owns 371,541 shares of the industrial products company’s stock valued at $28,991,000 after buying an additional 48,668 shares in the last quarter. 76.28% of the stock is owned by institutional investors.

Key Stories Impacting Brady

Here are the key news stories impacting Brady this week:

• Positive Sentiment: Brady posted record adjusted EPS of $1.50, beating estimates and reflecting strong profitability in the quarter. Article: Brady Corporation Reports Record Adjusted EPS in its Fiscal 2026 Third Quarter and Raises its Fiscal 2026 Adjusted EPS Guidance
• Positive Sentiment: Revenue came in at $435.2 million, above Wall Street expectations, with sales up 13.8% year over year, helped by organic growth, acquisitions, and foreign exchange. Article: Brady earnings press release
• Positive Sentiment: The company raised fiscal 2026 adjusted EPS guidance to $5.20-$5.30, above prior expectations and analyst estimates, signaling confidence in continued momentum. Article: Brady forecasts $5.20-$5.30 adjusted EPS for fiscal 2026 as Honeywell PSS deal targets $0.80 accretion
• Positive Sentiment: Management highlighted new product launches, data-center-related demand, and strong cash flow, plus the pending Honeywell Productivity Solutions and Services acquisition as a growth driver. Article: Brady Corp Q3 2026 Earnings Call Highlights

Brady Company Profile

Brady Corporation is a global provider of identification and safety solutions, specializing in the design, manufacture and sale of products that help businesses improve safety, security and efficiency. The company offers an array of durable labels, signs, safety devices, printing systems and software platforms tailored to a wide range of industrial and commercial environments.

Founded in 1914 by William H. Brady, Brady Corporation has grown from a regional marker manufacturer into a diversified global enterprise.