Brady (BRC) Q1 2026 Earnings
How Did BRC Stock React to Q1 2026 Earnings?
S&P 500 over the same 30 days: +1.62%.
Did BRC Beat Earnings? Q1 2026 Results
Yes. Brady reported Q1 2026 earnings of $1.21 a share on Nov 17, 2025, beating the $1.19 consensus estimate by 1.7%. Revenue was $405.3M against a $395.0M estimate.
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.
- 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
“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.”
Brady CEO, on the earnings call
What Was Brady's Outlook in Q1 2026?
Brady raised the low end of its fiscal 2026 adjusted diluted EPS guidance to $4.90–$5.15 per share from $4.85–$5.15 per share. GAAP EPS guidance was updated to $4.57–$4.82 per share. Assumptions include organic sales growth in the low-single digit percentages, a full-year income tax rate of approximately 21%, depreciation and amortization expense of approximately $44 million, and capital expenditures of approximately $40 million. The Americas & Asia segment is expected to deliver mid-single digit organic sales growth, while Europe & Australia is expected to deliver low-single digit organic sales growth. Both segments are expected to grow segment profit excluding amortization.
BRC YoY Financials
| Metric | Q1 2026 | Q1 2025 | Year over year |
|---|---|---|---|
| Revenue | $405.3M | $377.1M | +7.5% |
| Gross Profit | $208.8M | $189.7M | +10.1% |
| Operating Income | $68.0M | $58.9M | +15.4% |
| Net Income | $53.9M | $46.8M | +15.3% |
BRC Revenue by Segment
BRC Revenue by Geography
Figures from SEC filings and company reports. Not investment advice.