Q1 26 EPS
$1.21
BEAT +1.68%
Est. $1.19
Q1 26 Revenue
$405.3M
BEAT +2.60%
Est. $395.0M
vs S&P Since Q1 26
+6.1%
BEATING MARKET
BRC +17.2% vs S&P +11.1%
Market Reaction
Did BRC Beat Earnings? Q1 2026 Results
Brady Corporation kicked off fiscal 2026 on a strong note, posting first-quarter adjusted diluted EPS of $1.21 against a consensus estimate of $1.19, a 1.68% beat, while revenue of $405.29 million topped the $395.01 million estimate by 2.60% and rose… Read more Brady Corporation kicked off fiscal 2026 on a strong note, posting first-quarter adjusted diluted EPS of $1.21 against a consensus estimate of $1.19, a 1.68% beat, while revenue of $405.29 million topped the $395.01 million estimate by 2.60% and rose 7.5% year over year. The most material driver behind the outperformance was the absence of acquisition-related purchase accounting charges tied to the Gravotech deal that had weighed on the year-ago quarter, helping gross margin expand to 51.5% from 50.3% and contributing to a 42.8% surge in Europe & Australia segment profit. The Americas & Asia segment delivered 4.7% organic sales growth, with Asia alone posting 11.9% organic gains. Operating cash flow climbed 42.5% to $33.36 million, and the company closed the Mecco laser marking acquisition while maintaining a net cash position of $66.80 million. Encouraged by the momentum, management raised the low end of full-year adjusted EPS guidance to a range of $4.90 to $5.15, with both segments expected to grow segment profit; notably, post-earnings insider share sales by senior executives attracted market attention but did little to dim the broader bullish tone.
Key Takeaways
- • Organic sales growth of 2.8% driven by wire ID and product ID in the Americas
- • Asia organic sales growth of 11.9% with growth throughout the region
- • Gross profit margin expansion to 51.5% from higher-margin product mix in organic businesses
- • Cost reduction actions taken in fiscal 2025 lowering SG&A as a percentage of sales
- • Lapping of non-recurring Gravotech purchase accounting charges that reduced prior-year margins by approximately 110 basis points
- • Acquisition of Mecco contributing 3.2% to total sales growth
BRC YoY Financials
Q1 2026 vs Q1 2025, 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 research and development continue to add value for our customers and drive organic sales growth. We reported strong organic sales growth in the Americas & Asia region, and our Europe & Australia region reported a significant improvement in segment profit in the quarter.”
— Russell R. Shaller, Q1 2026 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% |