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Brady Corporation (BRC)
NYSE:BRC
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Brady (BRC) Price & Analysis

158 Followers

BRC Stock Chart & Stats

$95.51
-$0.10(-0.14%)
At close: 4:00 PM EST
$95.51
-$0.10(-0.14%)

Bulls Say, Bears Say

Bulls Say
Recurring Consumables / Installed BaseBrady’s business mixes durable hardware with repeat-purchase consumables and software. Once customers standardize on Brady printers or programs they tend to reorder label stocks, ribbons and supplies, producing recurring revenue, steady aftermarket margins and higher lifetime customer value that support multi‑year cash visibility.
High Margins And Conservative Balance SheetSustained ~50% gross margins and double-digit net margins signal durable pricing power and cost control across identification and safety niches. Low leverage and strong ROE provide financial flexibility for R&D, dividends and opportunistic M&A while cushioning earnings through industry cycles, enhancing long‑term resilience.
R&D-led Product Innovation And TalentHeightened R&D spending, a new CTO hire and product launches (i4311, LabelSense and RFID/optical initiatives) indicate a deliberate shift toward higher‑value engineered products and software. This strengthens differentiation, supports higher-margin offerings and increases potential for recurring software/services revenue over multiple years.
Bears Say
Geographic Concentration RiskHeavy reliance on Asian markets, particularly India, for meaningful organic growth concentrates demand risk geographically. If regional growth slows or faces policy/FX shifts, company‑wide sales momentum could falter, forcing slower recovery in Americas and Europe and increasing volatility in multi‑quarter top‑line performance.
Variable Cash Conversion / Working CapitalOperating cash conversion persistently below 1.0 and variable across periods points to working‑capital timing and collection swings. That lumpiness can constrain predictable free cash flow for investment, dividends or M&A without drawing on reserves or debt, raising execution risk in multi‑quarter planning.
Large Acquisition And Integration / Leverage RiskThe $1.4B Honeywell PSS acquisition materially expands scale and software exposure but is financed with cash and new debt, increasing leverage and near‑term execution risk. Integrating 3,000 employees, systems and cross‑selling while achieving targeted synergies and rapid deleveraging will be multi‑quarter, stressing operations and balance sheet flexibility.

Brady News

BRC FAQ

What was Brady Corporation’s price range in the past 12 months?
Brady Corporation lowest stock price was $65.76 and its highest was $99.28 in the past 12 months.
    What is Brady Corporation’s market cap?
    Brady Corporation’s market cap is $3.78B.
      When is Brady Corporation’s upcoming earnings report date?
      Brady Corporation’s upcoming earnings report date is May 21, 2026 which is in 16 days.
        How were Brady Corporation’s earnings last quarter?
        Brady Corporation released its earnings results on Feb 19, 2026. The company reported $1.09 earnings per share for the quarter, the consensus estimate of $1.09 by $0.
          Is Brady Corporation overvalued?
          According to Wall Street analysts Brady Corporation’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Brady Corporation pay dividends?
            Brady Corporation pays a Quarterly dividend of $0.245 which represents an annual dividend yield of 1.23%. See more information on Brady Corporation dividends here
              What is Brady Corporation’s EPS estimate?
              Brady Corporation’s EPS estimate is 1.35.
                How many shares outstanding does Brady Corporation have?
                Brady Corporation has 43,689,410 shares outstanding.
                  What happened to Brady Corporation’s price movement after its last earnings report?
                  Brady Corporation reported an EPS of $1.09 in its last earnings report, expectations of $1.09. Following the earnings report the stock price went down -2.183%.
                    Which hedge fund is a major shareholder of Brady Corporation?
                    Currently, no hedge funds are holding shares in BRC
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Brady Corporation

                      Brady Corporation manufactures and supplies identification solutions (IDS) and workplace safety (WPS) products to identify and protect premises, products, and people in the United States and internationally. The IDS segment offers safety signs, floor-marking tapes, pipe markers, labeling systems, spill control products, and lockout/tagout devices for facility identification and protection; materials, printing systems, RFID and bar code scanners for product identification, brand protection labeling, work in process labeling, and finished product identification; and hand-held printers, wire markers, sleeves, and tags for wire identification, as well as software and services for safety compliance auditing, procedure writing, and training. Its products also comprise name tags, badges, lanyards, rigid card printing systems, and access control software for people identification; wristbands and labels for tracking and enhancing the safety of patients; and custom wristbands. This segment serves customers in various industries, such as industrial and electronic manufacturing, healthcare, chemical, oil, gas, automotive, aerospace, governments, mass transit, electrical contractors, education, leisure and entertainment, telecommunications, and others through distributors, direct sales, catalog marketing, and digital channels. The WPS segment provides workplace safety and compliance products, such as safety and compliance signs, tags, labels, and markings; informational signage and markings; asset tracking labels; first aid products; facility safety and personal protection equipment; and labor law and other compliance posters for various industries, including process, government, education, construction, and utilities, as well as manufacturers through catalog and digital channels. It also offers stock and custom identification products, as well as sells related resale products. Brady Corporation was incorporated in 1914 and is headquartered in Milwaukee, Wisconsin.

                      Brady (BRC) Earnings & Revenues

                      BRC Company Deck

                      BRC Earnings Call

                      Q2 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call presented multiple strong financial highlights: consistent organic growth milestone (20 consecutive quarters), margin expansion, double-digit improvements in GAAP pretax and net income, robust cash generation, net cash position, increased R&D investment with new CTO hire, and an upward adjustment to the bottom end of EPS guidance. Regional performance was mixed — Asia (particularly India) and engineered product lines drove growth and profitability, while Americas showed soft organic momentum and Europe & Australia faced manufacturing-driven weakness. Management emphasized long-term R&D-driven strategy, disciplined capital allocation, and modest risks from tariffs, currency, inflation, and certain end-market softness. Overall, operational and financial momentum, healthy cash generation, and improved guidance outweighed the regional and macro headwinds.View all BRC earnings summaries
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                      Ownership Overview

                      2.93%36.88%2.13%30.82%
                      2.13% Other Institutional Investors
                      30.82% Public Companies and
                      Individual Investors
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