Brady (NYSE:BRC) Issues Quarterly Earnings Results

Brady (NYSE:BRC) posted its earnings results on Thursday. The industrial products company reported $1.09 EPS for the quarter, hitting the consensus estimate of $1.09, FiscalAI reports. Brady had a net margin of 12.74% and a return on equity of 19.06%. The firm had revenue of $384.14 million for the quarter, compared to analysts’ expectations of $376.14 million. During the same quarter last year, the firm earned $1.00 EPS. The company’s quarterly 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 Performance

Brady stock traded up $1.27 during midday trading on Thursday, reaching $96.53. The stock had a trading volume of 128,794 shares, compared to its average volume of 192,663. The firm has a market capitalization of $4.55 billion, a PE ratio of 23.60 and a beta of 0.63. Brady has a 12 month low of $62.70 and a 12 month high of $99.29. The company has a quick ratio of 1.39, a current ratio of 2.07 and a debt-to-equity ratio of 0.09. The firm’s 50-day moving average price is $84.97 and its 200 day moving average price is $79.50.

Brady Dividend Announcement

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

Wall Street Analysts Forecast Growth

A number of analysts recently commented on the company. Wall Street Zen lowered Brady from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Brady in a research report on Wednesday, January 21st. One research analyst has rated the stock with a Strong Buy rating and one has assigned a Buy rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Strong Buy”.

Insider Buying and Selling at Brady

In other news, General Counsel Andrew Gorman sold 12,528 shares of Brady stock in a transaction dated Tuesday, November 25th. The shares were sold at an average price of $80.01, for a total value of $1,002,365.28. Following the completion of the transaction, the general counsel owned 14,153 shares in the company, valued at $1,132,381.53. This trade represents a 46.95% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Russell Shaller sold 17,130 shares of the business’s stock in a transaction that occurred on Tuesday, November 25th. The shares were sold at an average price of $81.25, for a total transaction of $1,391,812.50. Following the completion of the sale, the chief executive officer directly owned 141,421 shares in the company, valued at approximately $11,490,456.25. This trade represents a 10.80% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 38,987 shares of company stock worth $3,138,947 over the last ninety days. Company insiders own 15.60% of the company’s stock.

Institutional Investors Weigh In On Brady

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

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.