Brady Corporation (BRC)
NYSE:BRC
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Earnings Data
Report Date
Sep 03, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
1.47Last Year’s EPS
1.26Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
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.Company Guidance
Record Adjusted EPS and Strong Earnings Growth
Adjusted diluted EPS of $1.50 in Q3, a new quarterly record and up 23% year-over-year. GAAP diluted EPS was $1.21 versus $1.09 prior year.
Solid Organic and Total Sales Growth
Organic sales grew 8.2% in the quarter (Americas & Asia +10.1%, Europe & Australia +4.5%). Total reported sales growth was 13.8% (organic 8.2% + acquisitions 2.1% + foreign currency 3.5%).
Improved Profitability and Margins
Gross profit margin of 51.8% with a roughly 50 basis point improvement versus prior comparable period. Pretax earnings (adjusted) rose 23.8% to $92.1 million; GAAP pretax earnings rose 11.6% to $73.4 million.
Strong Cash Generation and Balance Sheet
Operating cash flow of $78.2 million in the quarter, up 30.7% year-over-year; free cash flow $67.2 million, up 20.8%. Net cash position of $149 million, more than triple the position a year ago.
Raised Full-Year Guidance
Raised full-year adjusted EPS guidance to $5.20–$5.30 (previously $4.95–$5.15), representing 13.0%–15.2% growth vs. 2025. GAAP EPS guidance also modestly raised to $4.66–$4.76.
Regional Momentum and Product Strength
Americas & Asia reached a record $290 million with organic growth of 10.1%; Wire ID up 19% in Americas & Asia (Wire ID represents 20% of that region's revenue). Europe & Australia returned to growth with organic +4.5% and total sales +12.6% to $145 million.
R&D Investment Paying Off
R&D expense increased 23% to $23.5 million (5.4% of sales) as management funds new product development; printer unit sales up nearly 8%, with the new 4-inch portable printer (I4.31k) selling well above expectations.
Segment Profit Improvement
Americas & Asia segment profit increased 20.2% to $68.7 million with segment margin rising to 23.7% (adjusted 24.7%). Europe & Australia segment profit increased 22.8% to $21.5 million with margin rising to 14.8% (adjusted +15.5%).
Strategic Acquisition with Near-Term Accretion
Agreement announced to acquire Honeywell's Productivity Solutions & Services (PSS) business. Management expects ~ $0.80 of adjusted EPS accretion in the first year (prior to synergies) and sees the acquisition as a material expansion of addressable markets.
Capital Allocation and Shareholder Returns
Continued dividend policy (40th consecutive annual increase) and opportunistic buybacks—63k shares bought for $5.2 million this quarter (YTD 184k shares for $14.1 million).
BRC Earnings History
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 |
|---|---|---|---|
May 18, 2026 | $70.96 | $84.43 | +18.98% |
Feb 19, 2026 | $94.98 | $92.91 | -2.18% |
Nov 17, 2025 | $74.44 | $72.68 | -2.36% |
Sep 04, 2025 | $76.98 | $81.98 | +6.50% |
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 Corporation (BRC) report earnings?
Brady Corporation (BRC) is schdueled to report earning on Sep 03, 2026, TBA (Confirmed).
What is Brady Corporation (BRC) earnings time?
Brady Corporation (BRC) earnings time is at Sep 03, 2026, 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 (Q4) is 1.47.