The earnings call presented a mixed picture with notable achievements in earnings growth and acquisition contributions but faced challenges in organic sales decline and tariff impacts. The strong cash flow management and industrial segment profitability were offset by difficulties in the contractor segment and ongoing challenges in China.
Company Guidance
In the third quarter conference call for Graco Inc., management provided guidance highlighting a 5% increase in sales to $543 million, driven by a 6% growth from acquisitions and a 1% boost from currency translation, although organic sales experienced a 2% decline. Net earnings were reported at $138 million, marking a 13% increase, with adjusted non-GAAP net earnings up 3% to $0.73 per diluted share. The gross margin rate remained flat, affected by tariffs which contributed to a 100 basis point decline, while operating expenses decreased by 5% primarily due to a $14 million noncash gain. Cash provided by operations increased 12% year-to-date to $487 million, with significant uses including share repurchases of $361 million and dividends of $138 million. For the full year, the company anticipates a favorable 1% impact on net sales and earnings from currency movements and projects unallocated corporate expenses and capital expenditures between $35 million to $38 million and $50 million to $60 million, respectively.
Record Net Earnings Increase
Reported net earnings increased 13% to $138 million or $0.82 per diluted share.
Successful Acquisition Contributions
Acquisitions contributed 6% to the growth of third quarter sales, helping to offset a 2% decline in organic revenue.
Strong Cash Flow Management
Cash provided by operations totaled $487 million for the year, an increase of $51 million or 12%.
Industrial Segment Profitability
The Industrial segment maintained strong profitability with incremental margins of 220% year-to-date.
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
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
Oct 22, 2025
$81.61
$81.67
+0.07%
Jul 23, 2025
$86.89
$84.56
-2.68%
Apr 23, 2025
$78.46
$79.98
+1.94%
Jan 27, 2025
$85.10
$82.56
-2.98%
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 Feb 02, 2026, After Close (Confirmed).
What is Graco (GGG) earnings time?
Graco (GGG) earnings time is at Feb 02, 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.