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
BRC YoY Financials
Q4 2025 vs Q4 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 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
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% |