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Graco (GGG)
NYSE:GGG
Earnings Data
Report Date
Apr 29, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.74Last Year’s EPS
0.7Same Quarter Last Year
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented multiple clear strengths — record sales, double-digit reported earnings growth, improved gross margins, strong cash generation, successful recent acquisitions contributing meaningful revenue, inventory reductions from the One Graco initiative, and a solid balance sheet with active shareholder returns. Offsetting these positives were tariff headwinds, some soft end markets and regional weakness (notably in Asia/China in the quarter), lumpy licensing fees and project-driven volatility. Management provided a cautious but achievable 2026 guide (low single-digit organic growth) and emphasized flexibility and disciplined M&A. On balance, the company demonstrated strong financial performance and operational improvements while acknowledging transitory and structural risks that could temper near-term upside.Company Guidance
Record Sales and Year-over-Year Revenue Growth
Fourth quarter sales of $593 million, up 8% year-over-year (acquisitions +4%, currency translation +2%, organic +2%); company reported record sales in both the fourth quarter and full year.
Strong Earnings and EPS Growth
Reported net earnings increased 22% to $133 million ($0.79 per diluted share). Adjusted non-GAAP EPS was $0.77, up 10% year-over-year.
Improved Gross Margin and Operating Profitability
Gross margin rate increased by 80 basis points versus prior year. Adjusted operating earnings rose $21 million or 15% in the quarter; adjusted operating earnings as a percentage of sales improved to 27% from 25% a year ago.
Exceptional Cash Generation and Strong Balance Sheet
Cash provided by operations totaled $684 million for the year, up $62 million or 10%; cash provided by operations as a percentage of adjusted net earnings was 153% for the quarter and 137% for the year. Company finished the year in a net cash position of $600 million.
Active Capital Deployment and Shareholder Returns
Year-to-date uses of cash included share repurchases of 5.1 million shares totaling $423 million and dividends of $183 million; total returned to shareholders exceeded $600 million when combined with repurchases and dividends.
Successful M&A Contributions
Acquisitions contributed $113 million of revenue (approximately 5% growth) in 2025; COROB, Radia and Color Service acquisitions are expected to generate nearly $190 million of full year revenue going forward and have extended market reach and product lines.
Segment Strength — Industrial and Contractor Performance
Industrial sales increased 11% in the quarter with organic growth of 5% driven by project completions and strong Americas and EMEA performance. Contractor sales rose 8% in the quarter, with COROB driving a 25% increase for that business in Q4.
One Graco Operational Efficiencies
One Graco initiative yielded meaningful inventory reductions (inventory excluding acquisitions at $336 million, down $46 million for the year and $140 million from 2022 peak) and delivered roughly $15 million of identified efficiencies in the first year, supporting margins and working capital.
Expansion Markets Margin Improvement and Licensing Wins
Expansion markets operating margin improved to 28% from 20% a year ago; upfront electric motor licensing fees contributed $5 million in the quarter ($7 million for the full year), increasing the quarter operating margin by ~9 percentage points and full-year margin by ~3 percentage points.
2026 Guidance and Financial Targets
Management provided 2026 guidance of low single-digit organic revenue growth on a constant currency basis and mid-single-digit growth including expected incremental sales from Color Service and Radia; projected effective tax rate 20%–21% (ex excess tax benefits).
GGG 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
GGG Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 26, 2026 | $86.76 | $87.65 | +1.03% |
Oct 22, 2025 | $81.33 | $81.39 | +0.07% |
Jul 23, 2025 | $86.59 | $84.27 | -2.68% |
Apr 23, 2025 | $78.19 | $79.71 | +1.94% |
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 Apr 29, 2026, After Close (Confirmed).
What is Graco (GGG) earnings time?
Graco (GGG) earnings time is at Apr 29, 2026, 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 2026 (Q1) is 0.74.