Q3 26 EPS
$1.50
BEAT +11.52%
Est. $1.35
Q3 26 Revenue
$435.2M
BEAT +7.18%
Est. $406.1M
vs S&P Since Q3 26
+24.2%
BEATING MARKET
BRC +23.5% vs S&P -0.7%
Market Reaction
Did BRC Beat Earnings? Q3 2026 Results
Brady Corporation posted a standout fiscal third quarter for 2026, with adjusted diluted EPS of $1.50 beating the $1.34 consensus estimate by 11.52%, extending the company's streak of consensus EPS beats to four consecutive quarters. Revenue of $435.… Read more Brady Corporation posted a standout fiscal third quarter for 2026, with adjusted diluted EPS of $1.50 beating the $1.34 consensus estimate by 11.52%, extending the company's streak of consensus EPS beats to four consecutive quarters. Revenue of $435.24 million topped expectations by 7.18% and grew 13.8% year over year, powered by 8.2% organic growth, acquisition contributions, and a 3.5% foreign currency tailwind. The Americas & Asia segment was the clear engine of that momentum, with organic sales accelerating to 10.1% on broad strength in wire ID, product ID, and safety identification products, while Europe & Australia returned to positive organic growth at 4.5% after several quarters of declines. Gross margins expanded to 51.8%, though SG&A crept higher partly due to $13.51 million in costs tied to the pending $1.4 billion acquisition of Honeywell's Productivity Solutions and Services business, a deal management views as highly complementary to Brady's existing printer and specialty materials portfolio. Looking ahead, management raised full-year adjusted EPS guidance to $5.20 to $5.30, up from the prior $4.95 to $5.15 range, even as the board navigates two recent director resignations that add a layer of governance transition to an otherwise strong operational picture.
Key Takeaways
- • Organic sales growth of 8.2% driven by R&D investments and new product launches
- • Data center construction driving demand for high-performance identification solutions
- • Americas organic sales growth of 9.7% with strength in wire ID, product ID, and safety and facility ID
- • Asia organic sales growth of 11.9% with broad-based regional growth
- • Gross profit margin expansion to 51.8% from higher-margin product mix
- • Cost reduction activities completed in prior year benefiting profitability
- • Foreign currency translation provided 3.5% sales increase
BRC Forward Guidance & Outlook
Brady raised its fiscal 2026 adjusted diluted EPS guidance to $5.20–$5.30, up from the prior range of $4.95–$5.15. GAAP diluted EPS guidance was adjusted to $4.66–$4.76, from $4.62–$4.82 previously. Guidance assumes mid-single digit organic sales growth, a full-year income tax rate of approximately 21%, depreciation and amortization expense of approximately $44 million, and capital expenditures of approximately $45 million. Guidance is based on foreign currency exchange rates as of April 30, 2026, assumes continued economic growth, and does not include any earnings impact from the pending PSS transaction. Americas & Asia expects mid-single digit organic sales growth and growth in segment profit excluding amortization. Europe & Australia expects low-single digit organic sales growth and growth in segment profit excluding amortization.
BRC YoY Financials
Q3 2026 vs Q3 2025, source: SEC Filings
BRC Revenue by Segment
With YoY comparisons, source: SEC Filings
BRC Revenue by Geography
With YoY comparisons, source: SEC Filings
“Our investment in research & development resulted in strong organic sales growth globally, along with a record quarter of adjusted earnings per share. New product launches over the last several years as well as data center construction drove our sales growth, which is an end market that is ideal for our high-performance identification solutions.”
— Russell R. Shaller, Q3 2026 Earnings Press Release
BRC Earnings Trends
BRC vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
BRC EPS Trend
Earnings per share: estimate vs actual
BRC Revenue Trend
Quarterly revenue: estimate vs actual
BRC Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q3 26 BEAT | $1.35 | $1.50 | +11.52% | $435.2M | +7.18% |
| Q2 26 BEAT | $1.09 | $1.09 | +0.00% | $384.1M | +1.46% |
| Q1 26 BEAT | $1.19 | $1.21 | +1.68% | $405.3M | +2.60% |
| Q4 25 BEAT FY | $1.24 | $1.26 | +2.02% | $397.3M | +2.69% |
| FY Full Year | $4.58 | $4.60 | +0.44% | $1.51B | +0.69% |
| Q3 25 BEAT | $1.22 | $1.22 | +0.41% | $382.6M | -1.04% |