Brady Corp - Class A
Q4 2025 Earnings
Market Reaction
S&P 500 over the same 30 days: +3.46%.
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 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.
- 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
“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.”
Brady CEO, on the earnings call
Forward Guidance & Outlook
For fiscal year 2026 (ending July 31, 2026), Brady expects GAAP diluted EPS of $4.55 to $4.85 (an increase of 15.5% to 23.1% vs. fiscal 2025) and adjusted diluted EPS of $4.85 to $5.15 (an increase of 5.4% to 12.0% vs. fiscal 2025). Guidance assumes low-single-digit organic sales growth, a full-year income tax rate of approximately 21%, depreciation and amortization of approximately $42 million, capital expenditures of approximately $40 million, and foreign currency exchange rates as of July 31, 2025. Both segments expect low-single-digit organic sales growth and growth in segment profit excluding amortization in fiscal 2026.
BRC YoY Financials
BRC Revenue by Segment
BRC Revenue by Geography
Figures from SEC filings and company reports. Not investment advice.