Q3 25 EPS
$1.22
BEAT +0.41%
Est. $1.22
Q3 25 Revenue
$382.6M
MISS 1.04%
Est. $386.6M
vs S&P Since Q3 25
-1.0%
TRAILING MARKET
BRC +22.4% vs S&P +23.4%
Market Reaction
Did BRC Beat Earnings? Q3 2025 Results
Brady Corporation posted a mixed but broadly solid fiscal third quarter, delivering record adjusted earnings per share of $1.22, a narrow 0.41% beat against the $1.22 consensus, while revenue of $382.59 million came in 1.04% below the $386.61 million… Read more Brady Corporation posted a mixed but broadly solid fiscal third quarter, delivering record adjusted earnings per share of $1.22, a narrow 0.41% beat against the $1.22 consensus, while revenue of $382.59 million came in 1.04% below the $386.61 million analysts had expected, even as sales climbed 11.4% year over year. The top-line growth was largely acquisition-driven, with Brady's active M&A strategy contributing 10.5 percentage points of the revenue increase, though organic growth of just 1.6% reflected a sharp geographic divide; the Americas and Asia segment delivered 5.4% organic gains while Europe and Australia contracted 5.4% amid a difficult macro backdrop. Those acquisition costs also weighed on margins, with gross profit compressing 60 basis points to 51.0% and amortization expense nearly doubling year over year. Looking ahead, Brady tightened its fiscal 2025 adjusted EPS guidance to $4.48 to $4.63, narrowing the band from the prior $4.45 to $4.70 range, with management expressing confidence in the company's global manufacturing footprint to manage ongoing tariff uncertainty.
Key Takeaways
- • Strong organic sales growth of 5.4% in Americas & Asia driven by R&D investments and new product launches
- • Asia organic sales grew 22.9% with growth across the region including China
- • Acquisitions contributed 10.5% to total sales growth
- • Record adjusted diluted EPS of $1.22, up 11.9% year-over-year
- • Organic sales grew 3.3% in the Americas with growth in most major product lines
BRC YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
BRC Revenue by Segment
With YoY comparisons, source: SEC Filings
BRC Revenue by Geography
With YoY comparisons, source: SEC Filings
“Our organic sales growth in the Americas & Asia region was strong this quarter, which was driven by our increased investments in research and development and new product launches over the last several years. The result was a new all-time company record quarter of adjusted earnings per share.”
— Russell R. Shaller, Q3 2025 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% |