Brady

BRC Q4 2025 Earnings

Reported Sep 4, 2025 at 7:04 AM ET · SEC Source

Q4 25 EPS

$1.26

BEAT +2.02%

Est. $1.24

Q4 25 Revenue

$397.3M

BEAT +2.69%

Est. $386.9M

vs S&P Since Q4 25

-3.6%

TRAILING MARKET

BRC +9.4% vs S&P +13.0%

Full Year 2025 Results

FY 25 EPS

$4.60

BEAT +0.44%

Est. $4.58

FY 25 Revenue

$1.51B

BEAT +0.69%

Est. $1.50B

Market Reaction

Did BRC Beat Earnings? Q4 2025 Results

Brady Corporation closed out its fiscal fourth quarter with a clean beat on both top and bottom lines, as record adjusted earnings and acquisition-fueled revenue growth signaled that the Milwaukee-based identification solutions maker is executing wel… Read more Brady Corporation closed out its fiscal fourth quarter with a clean beat on both top and bottom lines, as record adjusted earnings and acquisition-fueled revenue growth signaled that the Milwaukee-based identification solutions maker is executing well on its expansion strategy. Adjusted diluted EPS came in at $1.26, ahead of the $1.23 consensus estimate by 2.44%, while revenue of $397.27 million topped forecasts of $386.90 million by 2.68% and rose 15.7% year over year. The standout driver was a combination of organic momentum in the Americas and Asia, where the company posted 4.3% organic segment growth, layered on top of an 11.3% contribution from acquisitions, most notably the Gravotech deal that expanded Brady's direct part marking and laser engraving capabilities. Gross margin compressed modestly to 50.4% from 51.6%, partly reflecting reorganization costs, but management appeared confident enough in the trajectory to guide fiscal 2026 adjusted diluted EPS of $4.85 to $5.15, implying growth of 5.4% to 12.0% on assumed low-single-digit organic sales gains.

Key Takeaways

  • Americas & Asia organic sales growth of 4.3% in Q4 with strength in most major product lines
  • Asia organic sales grew 12.0% with growth throughout the region except China
  • Acquisitions contributed 11.3% to total sales growth
  • Foreign currency translation added 2.0% to sales growth
  • Record-high adjusted diluted EPS of $1.26 in Q4
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BRC YoY Financials

Q4 2025 vs Q4 2024, source: SEC Filings

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BRC Revenue by Segment

With YoY comparisons, source: SEC Filings

Q3 25 Q3 26
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BRC Revenue by Geography

With YoY comparisons, source: SEC Filings

Q4 25 Q3 26

“Our investments in new products once again led to strong results in the Americas & Asia region, with 4.3 percent organic sales growth in the fourth quarter and 4.8 percent organic sales growth in fiscal 2025. The result was a new all-time company record quarter and record year of adjusted earnings per share.”

— Russell R. Shaller, Q4 2025 Earnings Press Release