Companies /Industrials

Brady Corp - Class A

NYSE: BRC Security & Protection Services
$85.22
▲ $0.62 (+0.73%) today
Markets closed · 12:07am ET

Q4 2026 Earnings

Reported Sep 3, 2026, 6:59am ET · SEC source
$1.48
Beat +1.02%
EPS · est. $1.47 Adjusted

Q4 GAAP EPS of $0.96 includes $0.35 per share in non-recurring acquisition-related costs and $0.10 per share in executive transition costs, which are excluded from the adjusted figure of $1.48.

$436.9M
Beat +2.10%
Revenue · est. $427.9M
6 quarters
Consecutive EPS beats

Market Reaction

% change · around the report
0+2%+4%Sep 3Sep 4report 6:59am ETearnings+0.8%+0.1%
0+2%+4%Sep 3Sep 4earnings+0.8%+0.1%
BRC +0.1%S&P 500 +0.8%
0+2%+4%Sep 3Sep 4report 6:59am ETearnings+1.5%+0.1%
0+2%+4%Sep 3Sep 4earnings+1.5%+0.1%
BRC +0.1%NASDAQ +1.5%
−6%−3%0+3%Sep 2Sep 11report 6:59am ETearnings−0.3%−4.6%
−6%−3%0+3%Sep 2Sep 11earnings−0.3%−4.6%
BRC −4.6%S&P 500 −0.3%
−6%−3%0+3%Sep 2Sep 11report 6:59am ETearnings+0.8%−4.6%
−6%−3%0+3%Sep 2Sep 11earnings+0.8%−4.6%
BRC −4.6%NASDAQ +0.8%
+0.18%
Day of report
−0.14%
Next session
−3.76%
One week

Did BRC Beat Earnings? Q4 2026 Results

Brady Corporation delivered a clean beat across the board in Q4 FY2026, extending its streak of exceeding consensus EPS estimates to five consecutive quarters. The identification solutions company reported adjusted EPS of $1.48, edging past the $1.47 consensus by 1.02%, while revenue of $436.90 million topped estimates by 2.10% and grew 10.0% year over year. The quarter's standout driver was the Americas and Asia segment, where wire identification products grew nearly 20% fueled by datacenter buildout, commercial construction, and industrial manufacturing demand, helping lift gross profit margin to 52.9% from 50.4% a year ago. GAAP results were weighed down by $22.24 million in acquisition-related costs tied to the recently closed IPS transaction, excluded from adjusted figures. Looking ahead, management guided FY2027 adjusted diluted EPS of $6.25 to $6.75, with the IPS segment, expected to contribute approximately $1.15 billion in revenue, providing roughly $0.80 of accretion as Brady's addressable market expands to approximately $14.00 billion.

Key Takeaways
  • Wire ID product growth of nearly 20% in Americas & Asia driven by datacenter demand, commercial construction, and industrial manufacturing
  • Printer and consumable sales growth expanding gross profit margin to 52.9%
  • Printer unit sales grew 25% year-over-year in Q4
  • Cost reduction activities from prior year continuing to drive margin improvement
  • Organic sales growth of 8.4% in Q4 and 5.3% for the full year
  • Asia organic sales growth of 20.3% in Q4

“The results of the fourth quarter and full year 2026 are a clear indication of the momentum we are achieving at Brady Corporation. Our strong organic growth, with additional contributions from acquisitions and foreign currency translation, drove 10% sales growth for the quarter and the year. Organic sales growth and expanding margins drove a 15% increase in adjusted earnings per share in 2026 versus 2025.”

Brady CEO, on the earnings call

Forward Guidance & Outlook

Brady expects FY2027 Adjusted Diluted EPS of $6.25 to $6.75, representing 18.1% to 27.6% growth versus FY2026. The IPS segment is expected to contribute approximately $0.80 of Adjusted Diluted EPS accretion (net of financing costs), with the majority in the second half as integration progresses. The IPS segment is expected to contribute approximately $1.15 billion in revenue. The IDS segment is expected to grow approximately 5% organically. IDS segment profit margin is expected to be approximately 20%, while IPS segment profit margin is expected to be in the low-double digits. Additional assumptions include depreciation expense of approximately $45 million, capital expenditures of approximately $40 million, a full-year income tax rate of approximately 21%, and foreign currency exchange rates as of July 31, 2026. The Americas & Asia segment outlook calls for mid-single digit organic sales growth, while Europe & Australia is expected to deliver low-single digit organic sales growth.

BRC YoY Financials

Q4 2026 vs Q4 2025 · SEC filings Q4 2025 Q4 2026
$0$200.0M$400.0M$397.3M$436.9MRevenue$200.2M$231.1MGross Profit$59.3M$60.1MOperating Income$49.9M$45.6MNet Income
$0$200.0M$400.0MRevenueGross ProfitOperating IncomeNet Income

BRC Revenue by Segment

Americas & Asia$296.1M+13.5%
Europe & Australia$140.8M+3.2%

BRC Revenue by Geography

Americas$296.1M+13.5%
Europe$140.8M+3.2%

Figures from SEC filings and company reports. Not investment advice.