Brady Corp - Class A
Q3 2025 Earnings
Market Reaction
S&P 500 over the same 30 days: +0.55%.
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 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.
- 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
“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.”
Brady CEO, on the earnings call
Forward Guidance & Outlook
Brady tightened its fiscal 2025 adjusted diluted EPS guidance to $4.48–$4.63 per share (from $4.45–$4.70) and updated GAAP EPS guidance to $3.95–$4.10 per share (from $3.99–$4.24). Guidance assumes organic sales growth in the low-single-digit percentages, a full-year income tax rate of approximately 20%, depreciation and amortization expense of approximately $40 million, capital expenditures of approximately $25 million, and foreign currency exchange rates as of April 30, 2025. For Q4, the Americas & Asia segment expects low-single-digit organic sales growth, while Europe & Australia expects approximately flat organic sales due to a challenging macro environment. Both segments expect growth in segment profit excluding amortization and facility closure costs.
BRC YoY Financials
BRC Revenue by Segment
BRC Revenue by Geography
Figures from SEC filings and company reports. Not investment advice.