Brady Corporation's earnings call highlights a strong performance with record EPS, robust sales growth in key regions, and successful product launches. However, challenges such as macroeconomic difficulties in Europe and Australia, decreased free cash flow, and tariff impacts present concerns. The company's increased R&D investment and strategic acquisitions indicate a positive outlook, albeit tempered by external pressures.

Company Guidance

During the Brady Corporation Q4 2025 earnings call, the company provided guidance for fiscal 2026, projecting a GAAP EPS range of $4.55 to $4.85 per share, representing a 15.5-23.1% increase over 2025. The adjusted EPS is anticipated to range from $4.85 to $5.15, reflecting a 5.4-12% growth. Organic sales growth is expected in the low single digits, with a projected income tax rate of 21%, depreciation and amortization expenses of approximately $42 million, and capital expenditures around $40 million. The company also addressed potential risks, including a strengthening US dollar, inflationary pressures, and additional tariff impacts estimated between $8 million to $12 million. Despite these challenges, Brady plans to continue its robust R&D investments, which accounted for 5.8% of sales in Q4 2025, and maintain its focus on strategic acquisitions and shareholder returns through dividends and share buybacks.

Record Adjusted EPS

Brady Corporation reported a record high adjusted EPS of $1.26 for Q4 and $4.60 for the fiscal year 2025, marking the fifth consecutive year of record EPS.

Strong Sales Growth in Americas and Asia

Organic sales in the Americas and Asia region grew by 4.3% in Q4, contributing to an annual organic sales growth of 4.8% for the region.

Increased R&D Investment

Investment in R&D increased by 31% in Q4, reaching nearly $80 million, which is 5.3% of sales.

Successful Product Launches

The launch of the I7500 industrial label printer surpassed sales targets, contributing significantly to the company's growth.

Continued Dividend Growth

Brady announced its fortieth consecutive year of annual dividend increases, highlighting its commitment to shareholder returns.

Acquisitions Adding Value

The acquisitions of Gravitec and MECO are expected to enhance product capabilities and contribute positively to future growth.

Brady (BRC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

BRC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 13, 2025	2026 (Q1)	1.18 / -	1.12	―	―	―
Sep 04, 2025	2025 (Q4)	1.24 / 1.26	1.19	5.88% (+0.07)	―
May 16, 2025	2025 (Q3)	1.22 / 1.22	1.09	11.93% (+0.13)	―
Feb 21, 2025	2025 (Q2)	1.03 / 1.00	0.93	7.53% (+0.07)	―
Nov 18, 2024	2025 (Q1)	1.10 / 1.12	1	12.00% (+0.12)	―
Sep 06, 2024	2024 (Q4)	1.11 / 1.19	1.04	14.42% (+0.15)	―
May 22, 2024	2024 (Q3)	1.03 / 1.09	0.95	14.74% (+0.14)	―
Feb 22, 2024	2024 (Q2)	0.93 / 0.93	0.81	14.81% (+0.12)	―
Nov 16, 2023	2024 (Q1)	0.95 / 1.00	0.84	19.05% (+0.16)	―
Sep 05, 2023	2023 (Q4)	0.93 / 1.04	0.87	19.54% (+0.17)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

BRC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Sep 04, 2025	$77.70	$82.75	+6.50%
May 16, 2025	$75.98	$71.27	-6.20%
Feb 21, 2025	$74.04	$69.04	-6.75%
Nov 18, 2024	$73.44	$69.41	-5.49%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Brady Corp. (BRC) report earnings?

Brady Corp. (BRC) is schdueled to report earning on Nov 13, 2025, TBA (Confirmed).

What is Brady Corp. (BRC) earnings time?

Brady Corp. (BRC) earnings time is at Nov 13, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is BRC EPS forecast?

BRC EPS forecast for the fiscal quarter 2026 (Q1) is 1.18.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing