The earnings call presented a mix of positive achievements and challenges. While Brady Corporation achieved record-high adjusted earnings per share and showed strong growth in certain regions, they also faced significant challenges in Europe, Australia, and China, as well as the impacts of tariffs and reduced cash flow. The acquisition strategy and increased R&D investments were notable positives, but the issues balance the overall sentiment.

Company Guidance -

Q4 2025

During the Q3 2025 earnings call, Brady Corporation provided detailed guidance on various financial metrics. The company reported a 1.6% growth in organic sales, with acquisitions contributing an additional 10.5% to sales growth. Adjusted earnings per share increased by a substantial 11.9%, reaching a new record high of $1.22 per share. The Americas and Asia regions experienced robust organic sales growth of 5.4% and adjusted operating income growth of 20.2%, while Europe and Australia saw an organic sales decline of 5.4% but managed a 3.8% increase in adjusted operating income due to restructuring efforts. The company's ongoing R&D investment rose by over 8%, driven by acquisitions like Gravitec and Funai's microfluidic business. Brady's guidance for the fiscal year ending July 31, 2025, includes expected low single-digit organic sales growth, a depreciation and amortization expense of around $40 million, capital expenditures of approximately $25 million, and a full-year income tax rate of roughly 20%. Despite uncertainties from global trade and tariffs, the company remains optimistic about sustaining its growth trajectory.

Record High Adjusted Earnings Per Share

Brady Corporation reported a new record high for adjusted earnings per share, growing by 11.9% to $1.22 per share.

Strong Growth in Americas and Asia

The Americas and Asia regions experienced excellent organic sales growth of 5.4% and adjusted operating income growth of 20.2%.

Successful Acquisition Strategy

Acquisitions contributed to a 10.5% increase in sales, including the acquisition of Funai's microfluidic business, enhancing their product portfolio.

Increased Investment in Research and Development

Investment in R&D increased by 8.5% as part of ongoing efforts to develop new products and integrate acquisitions like Gravitec and Funai.

Profitability Improvement in Challenging Regions

Despite a tough macro environment, Europe and Australia saw a 3.8% increase in adjusted operating income due to restructuring actions.

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
Sep 05, 2025	2025 (Q4)	1.23 / -	1.19	―	―	―
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)	―
May 18, 2023	2023 (Q3)	0.92 / 0.95	0.86	10.47% (+0.09)	―

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 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%
Sep 06, 2024	$70.83	$71.21	+0.54%

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 05, 2025, TBA (Confirmed).

What is Brady Corporation (BRC) earnings time?

Brady Corporation (BRC) earnings time is at Sep 05, 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 2025 (Q4) is 1.23.

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