The earnings call presented a mixed picture. While Graco saw positive developments in cash flow and certain segments like Powder Finishing, it faced challenges with declining organic sales, decreased gross margins, and tariff impacts. The acquisition of Color Service is a strategic move, but it comes amid ongoing market uncertainties.

Company Guidance

During the second quarter conference call for Graco Inc., the company reported sales of $572 million, representing a 3% increase from the previous year, although this included a 6% growth contribution from acquisitions, with organic sales declining by 3%. Net earnings decreased by 4% to $128 million, or $0.76 per diluted share, while adjusted non-GAAP net earnings were $127 million, reflecting a 3% decrease. The quarter saw a 200 basis point decrease in gross margin rate, influenced by acquisitions and higher tariffs, which added $4 million in costs. Operating expenses increased by 2%, driven by acquisitions, but excluding these, expenses declined by 5% due to the One Graco initiative and other factors. Operating earnings dropped by 2%, with the contractor segment's margin shrinking by 5 percentage points year-over-year. Cash flow from operations increased by 19% to $308 million, and cash flow from operations less capital expenditures rose by 51%. The company repurchased 4.4 million shares for $361 million and declared $92 million in dividends. Looking ahead, Graco maintained its revenue guidance for the year, expecting low single-digit organic sales growth, with targeted price increases planned to offset tariff impacts starting in September.

Increase in Cash Flow from Operations

Cash provided by operations totaled $308 million for the year, an increase of $50 million or 19%. Cash flow from operations less capital expenditures increased by $93 million or 51% for the year-to-date.

Successful Inventory Management

Improved inventory management from consolidating operations under One Graco initiative contributed to increased cash flow and efficiency.

Industrial Segment Performance

Powder Finishing system sales were strong, with increased quoting activity and improved performance in the Americas and Asia Pacific regions.

Color Service Acquisition

Announcement of the acquisition of Color Service, a global manufacturer of specialized automatic precision dosing systems, with expected synergies in gravimetric dosing technology.

Graco (GGG) 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

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GGG Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2025 (Q3)	0.74 / -	0.71	―	―	―
Jul 23, 2025	2025 (Q2)	0.79 / 0.75	0.77	-2.60% (-0.02)
Apr 23, 2025	2025 (Q1)	0.67 / 0.70	0.65	7.69% (+0.05)
Jan 27, 2025	2024 (Q4)	0.77 / 0.64	0.8	-20.00% (-0.16)
Oct 23, 2024	2024 (Q3)	0.75 / 0.71	0.76	-6.58% (-0.05)
Jul 24, 2024	2024 (Q2)	0.76 / 0.77	0.75	2.67% (+0.02)
Apr 24, 2024	2024 (Q1)	0.74 / 0.65	0.74	-12.16% (-0.09)
Jan 29, 2024	2023 (Q4)	0.79 / 0.80	0.73	9.59% (+0.07)
Oct 25, 2023	2023 (Q3)	0.73 / 0.76	0.66	15.15% (+0.10)
Jul 26, 2023	2023 (Q2)	0.80 / 0.75	0.68	10.29% (+0.07)

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

GGG Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 23, 2025	$87.18	$84.84	-2.68%
Apr 23, 2025	$78.72	$80.24	+1.93%
Jan 27, 2025	$85.38	$82.84	-2.97%
Oct 23, 2024	$82.08	$81.53	-0.67%

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 Graco (GGG) report earnings?

Graco (GGG) is schdueled to report earning on Oct 22, 2025, After Close (Confirmed).

What is Graco (GGG) earnings time?

Graco (GGG) earnings time is at Oct 22, 2025, After Close (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 GGG EPS forecast?

GGG EPS forecast for the fiscal quarter 2025 (Q3) is 0.74.

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