Brady (NYSE:BRC) Releases Earnings Results, Hits Expectations

Brady (NYSE:BRC) released its quarterly earnings results on Thursday. The industrial products company reported $1.09 EPS for the quarter, hitting the consensus estimate of $1.09, FiscalAI reports. The firm had revenue of $384.14 million for the quarter, compared to analyst estimates of $376.14 million. Brady had a return on equity of 19.06% and a net margin of 12.74%.Brady’s revenue for the quarter was up 7.7% on a year-over-year basis. During the same period in the previous year, the company posted $1.00 EPS. 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

Shares of NYSE BRC traded up $1.30 during mid-day trading on Thursday, hitting $96.56. The company had a trading volume of 132,303 shares, compared to its average volume of 192,956. Brady has a 12 month low of $62.70 and a 12 month high of $99.29. The company has a debt-to-equity ratio of 0.09, a current ratio of 2.07 and a quick ratio of 1.39. The firm’s 50 day simple moving average is $84.97 and its two-hundred day simple moving average is $79.50. The stock has a market cap of $4.56 billion, a price-to-earnings ratio of 23.58 and a beta of 0.63.

Brady Announces Dividend

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

Insider Activity

In other news, insider Brett Wilms sold 3,791 shares of the company’s stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $78.13, for a total transaction of $296,190.83. Following the completion of the transaction, the insider owned 7,672 shares in the company, valued at approximately $599,413.36. This represents a 33.07% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Russell Shaller sold 17,130 shares of the business’s stock in a transaction dated 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 transaction, the chief executive officer directly owned 141,421 shares of the company’s stock, valued at $11,490,456.25. The trade was a 10.80% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 38,987 shares of company stock worth $3,138,947. 15.60% of the stock is owned by insiders.

Institutional Trading of Brady

Several institutional investors have recently modified their holdings of BRC. Global Retirement Partners LLC lifted its stake in Brady by 42.4% in the 4th quarter. Global Retirement Partners LLC now owns 450 shares of the industrial products company’s stock worth $35,000 after acquiring an additional 134 shares in the last quarter. Raymond James Financial Inc. grew its stake in Brady by 0.9% during the 2nd quarter. Raymond James Financial Inc. now owns 26,093 shares of the industrial products company’s stock valued at $1,774,000 after acquiring an additional 238 shares in the last quarter. Amundi increased its holdings in shares of Brady by 3.4% in the 3rd quarter. Amundi now owns 8,135 shares of the industrial products company’s stock valued at $617,000 after purchasing an additional 266 shares during the period. EverSource Wealth Advisors LLC lifted its position in shares of Brady by 89.0% in the second 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. Finally, Advisory Services Network LLC acquired a new stake in shares of Brady during the third quarter worth approximately $31,000. Institutional investors and hedge funds own 76.28% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on the stock. Wall Street Zen downgraded shares of 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 stock. According to MarketBeat, the stock presently has a consensus rating of “Strong Buy”.

About Brady

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.