BRC BRADY CORP
Price Chart
Executive Summary
Brady Corp reported Q3 FY2026 adjusted Diluted EPS of $1.50, up 23% YoY and a record, while GAAP EPS was $1.21. Revenue grew 13.8% to $435.2M with organic growth of 8.2%, beating consensus estimates. The company raised its full-year adjusted EPS guidance to $5.20-$5.30 (from $4.95-$5.15) and announced an agreement to acquire Honeywell's Productivity Solutions and Services business.
Key Financial Metrics
Actionable Insight
The 23% YoY adjusted EPS growth, raised guidance, and announced Honeywell PSS acquisition create a powerful catalyst combination. Monitor the PSS deal timeline and regulatory approvals (expected H2 2026) as a medium-term driver. The record cash generation and strong balance sheet support continued investment and shareholder returns.
Key Facts
- Adjusted Diluted EPS of $1.50 vs $1.22 YoY, a record quarter and 23% growth
- Revenue $435.2M (+13.8% YoY) with organic sales growth of 8.2%
- Full-year adjusted EPS guidance raised to $5.20-$5.30 from $4.95-$5.15
- Americas & Asia organic sales grew 10.1%; Europe & Australia organic grew 4.5%
- Gross margin expanded 80bps to 51.8%
- Operating cash flow rose 30.6% to $78.2M
- Net cash position of $148.6M as of April 30, 2026
- Entered definitive agreement to acquire Honeywell's Productivity Solutions and Services business (expected close H2 2026)
- GAAP EPS of $1.21 was below consensus of $1.34 due to $13.5M in acquisition-related costs ($0.21/share)
Financial Impact
Adjusted EPS of $1.50 handily beat the GAAP-based consensus of $1.34; guidance increase implies ~$0.20-$0.25 upside vs the prior range midpoint
Risk Factors
- Honeywell PSS acquisition integration risk and regulatory approvals
- $13.5M in acquisition-related costs weighed on GAAP results
- Europe Australia organic growth turned to positive organic growth (4.5%) but remains lighter than Americas
- Foreign currency translation contributed 3.5% to revenue growth, creating some top-line tailwind that may not recur
Market Snapshot
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000746598-26-000019 |
| Document: brc-20260518.htm | 0000746598-26-000019 |
| Document: f26q3conferencecallprese.htm | 0000746598-26-000019 |
| Document: 0000746598-26-000019-index-headers.html | 0000746598-26-000019 |
| Document: 0000746598-26-000019-index.html | 0000746598-26-000019 |
| Document: 0000746598-26-000019.txt | 0000746598-26-000019 |
| 8-K Data (Synthetic) | 0000746598-26-000019 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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May 19, 2026
4d ago
|
Press Release
| — | awaiting T+1 | — | — |
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May 18, 2026
5d ago
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8-K
| $71.08 awaiting T+1 | awaiting T+1 | — | $87.52 (+23.13%) |
|
May 18, 2026
5d ago
|
Press Release
| $71.08 awaiting T+1 | awaiting T+1 | — | $87.52 (+23.13%) |
|
May 13, 2026
10d ago
|
Press Release
| $73.24 $71.14 | ▼ −2.87% | ▼ −3.64% | $87.52 (+19.50%) |
|
May 8, 2026
15d ago
|
8-K
| $78.33 $76.42 | ▼ −2.44% | ▼ −2.67% | $87.52 (+11.73%) |
|
Apr 21, 2026
4w ago
|
8-K
| $85.61 $82.09 | ▼ −4.11% | ▼ −3.72% | $87.52 (+2.23%) |
|
Apr 20, 2026
4w ago
|
Press Release
| $82.86 $84.32 | ▲ +1.76% | ▲ +2.42% | $87.52 (+5.62%) |
US Market Status
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