Brady (NYSE:BRC) Posts Quarterly Earnings Results, Hits Estimates

Brady (NYSE:BRC) announced its quarterly earnings data on Thursday. The industrial products company reported $1.09 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $1.09, FiscalAI reports. Brady had a return on equity of 19.06% and a net margin of 12.74%.The company had revenue of $384.14 million for the quarter, compared to the consensus estimate of $376.14 million. During the same period in the previous year, the business earned $1.00 EPS. The firm’s revenue was up 7.7% compared to the same quarter last year. Brady updated its FY 2026 guidance to 4.950-5.150 EPS.

Here are the key takeaways from Brady’s conference call:

• 20th consecutive quarter of organic sales growth — organic sales +1.6% this quarter and total sales +7.7% (acquisitions +2.3%, FX +3.8%), with Asia leading at +14.2% (India ~25%).
• Profitability and cash flow strengthened: gross margin improved to 50.6%, adjusted diluted EPS rose 9% to $1.09 (GAAP EPS $1.01), operating cash flow +34.7%, and the company finished the quarter with net cash $97.8M.
• Significant R&D ramp — R&D up nearly 30% to $24.3M (6.3% of sales) and a new CTO hired; management highlights new product launches like the i4311, positioning for long‑term growth but increasing near‑term investment.
• Regional softness and risks: Americas organic growth slowed to ~1.4% and Europe & Australia declined 1.1% on weak manufacturing; tariffs, FX, inflation or a macro slowdown remain cited downside risks despite a modest upward tweak to the bottom end of FY EPS guidance.

Brady Stock Up 1.3%

Shares of NYSE:BRC traded up $1.27 during trading on Thursday, reaching $96.53. 128,794 shares of the stock were exchanged, compared to its average volume of 192,663. The company has a debt-to-equity ratio of 0.09, a current ratio of 2.07 and a quick ratio of 1.39. Brady has a 1-year low of $62.70 and a 1-year high of $99.29. The stock has a fifty day moving average of $84.97 and a two-hundred day moving average of $79.50. The firm has a market cap of $4.55 billion, a price-to-earnings ratio of 23.60 and a beta of 0.63.

Brady Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, January 30th. Stockholders of record on Friday, January 9th were issued a dividend of $0.245 per share. The ex-dividend date was Friday, January 9th. This represents a $0.98 annualized dividend and a dividend yield of 1.0%. Brady’s payout ratio is currently 23.96%.

Analysts Set New Price Targets

Several equities analysts have issued reports on BRC shares. Wall Street Zen lowered Brady from a “buy” rating to a “hold” rating in a research note on Saturday, February 14th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Brady in a research report on Wednesday, January 21st. One analyst has rated the stock with a Strong Buy rating and one has given a Buy rating to the company. According to MarketBeat, the company presently has a consensus rating of “Strong Buy”.

Insider Buying and Selling at Brady

In other news, COO Thomas F. Debruine sold 5,538 shares of the business’s stock in a transaction dated Monday, January 5th. The shares were sold at an average price of $81.00, for a total transaction of $448,578.00. Following the completion of the sale, the chief operating officer directly owned 10,181 shares of the company’s stock, valued at $824,661. The trade was a 35.23% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, General Counsel Andrew Gorman sold 12,528 shares of the company’s stock in a transaction dated Tuesday, November 25th. The stock was sold at an average price of $80.01, for a total transaction of $1,002,365.28. Following the completion of the sale, the general counsel owned 14,153 shares in the company, valued at $1,132,381.53. This represents a 46.95% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 38,987 shares of company stock worth $3,138,947. 15.60% of the stock is owned by company insiders.

Institutional Trading of Brady

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Advisory Services Network LLC bought a new position in shares of Brady in the third quarter valued at approximately $31,000. Global Retirement Partners LLC raised its position in Brady by 42.4% in the 4th quarter. Global Retirement Partners LLC now owns 450 shares of the industrial products company’s stock valued at $35,000 after buying an additional 134 shares during the last quarter. EverSource Wealth Advisors LLC lifted its stake in Brady by 89.0% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 684 shares of the industrial products company’s stock valued at $46,000 after acquiring an additional 322 shares in the last quarter. Tower Research Capital LLC TRC boosted its holdings in Brady by 156.1% during the 2nd quarter. Tower Research Capital LLC TRC now owns 1,014 shares of the industrial products company’s stock worth $69,000 after acquiring an additional 618 shares during the last quarter. Finally, Danske Bank A S bought a new stake in shares of Brady in the 3rd quarter worth $70,000. 76.28% of the stock is owned by institutional investors.

Brady Company Profile

Brady Corporation is a global provider of identification and safety solutions, specializing in the design, manufacture and sale of products that help businesses improve safety, security and efficiency. The company offers an array of durable labels, signs, safety devices, printing systems and software platforms tailored to a wide range of industrial and commercial environments.

Founded in 1914 by William H. Brady, Brady Corporation has grown from a regional marker manufacturer into a diversified global enterprise.