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Brady Corporation (BRC)
NYSE:BRC
Earnings Data
Report Date
May 21, 2026TBA (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
1.35Last Year’s EPS
1.22Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
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.Company Guidance
20th Consecutive Quarter of Organic Sales Growth
Organic sales increased 1.6% this quarter, marking Brady's 20th straight quarter of organic sales growth (five years of consecutive quarterly growth).
Improved Gross Margin
Gross profit margin improved to 50.6% from 49.3% a year ago; adjusted comparison (excluding one-time charges) moved from 49.8% to 50.6%.
Earnings Growth — GAAP and Adjusted
GAAP diluted EPS rose to $1.01 from $0.83 (≈21.7% increase). Adjusted diluted EPS increased to $1.09 from $1.00, a 9% increase year-over-year.
Strong Pretax Income and Net Income Improvement
GAAP pretax earnings increased 19.1% from $52M to $62M. Adjusted pretax earnings (ex. amortization/one-time charges) rose 7.7% from $62.4M to $67.2M. Net income increased 19.1% from $40.3M to $48.1M; adjusted net income increased 8% to $52.0M.
Robust Cash Generation and Balance Sheet Strength
Operating cash flow rose 34.7% to $53.3M and free cash flow grew 30.5% to $42.3M in the quarter. Year-to-date operating cash flow is up nearly 38%. Company finished the quarter with a net cash position of $97.8M as of Jan 31.
Increased R&D Investment and Talent Hire
R&D expense increased nearly 30% to $24.3M (6.3% of sales) from $18.7M (5.2% of sales) year-over-year. Management reiterated focus on long-term product investments and hired a new CTO (Jane Li) to accelerate technical roadmap.
Raised Bottom-End of EPS Guidance
Raised the bottom end of FY26 adjusted diluted EPS guidance from $4.90–$5.15 to $4.95–$5.15 and the bottom end of GAAP EPS guidance from $4.57–$4.82 to $4.62–$4.82. Adjusted EPS guidance implies 7.6%–12% growth vs. 2025.
Regional Strength — Americas & Asia, Asia Outperformance
Americas & Asia sales were $251.6M (up 7.6% total). Organic growth in Americas & Asia was 3.1%; Asia organic growth was 14.2% with India up nearly 25%. Wire ID product line grew ~8% and led category performance.
Margin and Profit Improvement by Region
Americas & Asia segment profit rose 16.9% to $53.8M and margin improved to 21.4% from 19.7%. Europe & Australia segment profit increased 35.5% to $15.4M and margin rose to 11.6% from 9.3% (benefiting from prior cost actions).
Product Innovation — i4311 Transportable Printer
Launched the i4311 transportable industrial desktop label printer (prints up to 4" materials, swappable battery, WiFi/Bluetooth, LabelSense software). Management highlighted continued R&D pipeline and product differentiation (RFID, optical image recognition, lasers).
Capital Allocation — Share Buybacks and Dividends
Purchased 121,000 shares for $9M (avg $74.23). Announced 40th consecutive annual dividend increase and reiterated disciplined approach to funding organic growth, M&A, dividends, and buybacks.
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 |
|---|---|---|---|
Feb 19, 2026 | $95.26 | $93.18 | -2.18% |
Nov 17, 2025 | $74.66 | $72.89 | -2.36% |
Sep 04, 2025 | $77.21 | $82.22 | +6.50% |
May 16, 2025 | $75.49 | $70.82 | -6.19% |
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 May 21, 2026, TBA (Confirmed).
What is Brady Corporation (BRC) earnings time?
Brady Corporation (BRC) earnings time is at May 21, 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 (Q3) is 1.35.