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

161 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 core business sells durable labels, printers and consumables that are frequently reordered. An installed-base of printers creates recurring, sticky consumable sales, supporting predictable revenue and pricing power over multiple years, and reducing sensitivity to single-quarter demand swings.
Consistent Top-line Growth And Improved MarginsSustained organic growth and margin improvement reflect durable demand in industrial identification markets and product/market fit for new printers and solutions. Consistent margin levels near 50% and recurring margin expansion signal structural profitability rather than a short-term cost swing.
Conservative Balance Sheet And Strong Cash GenerationLow historical leverage and growing equity give Brady financial flexibility to fund investments and acquisitions while maintaining investment-grade-like balance. Positive free cash flow history supports dividends and buybacks and provides a durable buffer for cyclical weakness or integration spending.
Bears Say
Acquisition Financing Increases Near-term LeverageFunding the Honeywell PSS acquisition materially raises leverage and interest expense near term, constraining financial flexibility. Achieving the targeted deleveraging depends on rapid cash conversion and synergies; failure could pressure investment, ratings, or shareholder returns over the next 2–3 years.
Board Resignations And Governance OpticsResignations from audit and technology committee seats reduce board continuity during a major acquisition and raise oversight risk. Persistent governance uncertainty can slow decision-making, complicate integration oversight, and increase investor scrutiny over multi-year strategic execution.
Cash-flow Variability And Margin Pressure RisksWhile FCF is solid on a TTM basis, historical swings (FY2022 step-down, FY2025 decline) and modest margin erosion since the peak indicate sensitivity to working capital, timing and cost pressures. This variability can amplify integration or leverage risks and limit predictable free cash for buybacks/dividends.

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 $4.13B.
      When is Brady Corporation’s upcoming earnings report date?
      Brady Corporation’s upcoming earnings report date is Sep 03, 2026 which is in 100 days.
        How were Brady Corporation’s earnings last quarter?
        Brady Corporation released its earnings results on May 18, 2026. The company reported $1.5 earnings per share for the quarter, beating the consensus estimate of $1.345 by $0.155.
          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 1.47.
                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 $1.5 in its last earnings report, beating expectations of $1.345. Following the earnings report the stock price went up 18.983%.
                    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

                      Q3 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call presents a strong operational and financial quarter with record adjusted EPS, robust organic growth, improved margins, high cash generation, raised guidance, and strategic expansion via the Honeywell PSS acquisition. Counterbalancing these positives are governance optics from recent board resignations, acquisition execution and integration risks, modest recent softness in PSS historical sales, higher absolute SG&A, and external macro/FX and inflation risks. On balance, the positive performance, growth drivers (data centers, Wire ID, new printers), and near-term accretive acquisition narrative outweigh the identifiable risks.View all BRC earnings summaries
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                      Ownership Overview

                      2.93%36.78%12.32%20.36%
                      12.32% Other Institutional Investors
                      20.36% Public Companies and
                      Individual Investors
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