GGG 8-K SEC Filing Analysis

Latest settled — T+20d

GGG ▼ -5.57% at T+20d

NEUTRAL call ✗ call lost -5.57% · α vs SPY -10.52% · entry $78.42 → $74.05

Next anchor: T+60d in 7w

Last close $74.16 (close Jun 8) · -5.43% from $78.42 entry

Entry anchored
May 5, 2026
via day open

T+1d

+2.44%

call +2.44% · α +1.05%

$80.33

settled 5w ago

T+5d

-1.85%

call -1.85% · α -3.83%

$76.97

settled 29d ago

T+20d

-5.57%

call -5.57% · α -10.52%

$74.05

settled 7d ago

T+60d

—

call — · α —

—

in 7w

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Executive Summary

Graco Inc. filed an 8-K furnishing an investor presentation used at its May 5, 2026 Investor Access Event. The presentation is a strategic overview covering the company's 100-year history, divisional performance (Contractor, Industrial, Powder, Expansion Markets), operational initiatives under the 'One Graco' program, and M&A strategy. No new financial guidance, material transactions, or changes in outlook were disclosed.

Actionable Insight

This is a routine investor relations presentation with no new material information. Monitor upcoming quarterly earnings for actual performance against the 10% revenue / 12% EPS CAGR targets. The $30M FY2026 cost savings target and M&A pipeline are worth tracking for margin expansion signals.

Key Facts

Filed under Item 7.01 Regulation FD Disclosure — information is furnished, not filed.
Investor Access Event held May 5, 2026 in Dayton, Minnesota.
Presentation highlights 2025 segment revenues: Contractor $1,072M (25% operating margin), Industrial $997M (34% margin), Expansion Markets $168M (25% margin).
Company targets 10%+ annual revenue growth and 12%+ annual earnings growth on average.
One Graco initiative delivered $15M restructuring savings in FY2025 with a $30M annualized cost savings target for FY2026.
M&A pipeline described as '100+ vetted potential targets' with goal of one-third of future growth from acquisitions.
No new financial guidance, preliminary results, or material definitive agreements disclosed.
25 consecutive years of dividend increases noted.

Financial Impact

No new financial data or guidance provided; presentation repeats previously disclosed 2025 segment revenues and long-term targets.

Risk Factors

Forward-looking targets (10% revenue CAGR, 12% EPS CAGR) are aspirational and not guaranteed.
M&A execution risk — one-third of growth dependent on acquisitions.
Macro headwinds noted in Industrial division ('uneven demand conditions').

Market Snapshot

Exchange

NYSE

Sector

Pumps & Pumping Equipment

Analyst Consensus

50% bullish (16 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

Document	Accession Number
8-K Filing (Primary)	0001193125-26-205255
Document: d864524d8k.htm	0001193125-26-205255
Document: 0001193125-26-205255-index-headers.html	0001193125-26-205255
Document: 0001193125-26-205255-index.html	0001193125-26-205255
Document: 0001193125-26-205255.txt	0001193125-26-205255

3 reports for GGG

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

Reports for GGG — sortable, filterable
	Type				Now
May 21, 2026 19d ago	8-K BULLISH ★ 6/10	$75.29 $75.32	▲ +0.04%	▼ −1.81%	$74.16 (−1.50%)
May 5, 2026 5w ago	8-K NEUTRAL ★ 3/10	$78.42 $76.97	▼ −1.85%	▼ −3.83%	$74.16 (−5.43%)
Mar 11, 2026 12w ago	DEFA14A NEUTRAL ★ 3/10	$87.64 $84.41	▼ −3.69%	▼ −1.50%	$74.16 (−15.38%)

US Market Status

Market Closed — Opens in 7h 18m

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