Brady

BRC Q2 2026 Earnings

Reported Feb 19, 2026 at 7:05 AM ET · SEC Source

Q2 26 EPS

$1.09

BEAT +0.00%

Est. $1.09

Q2 26 Revenue

$384.1M

BEAT +1.46%

Est. $378.6M

vs S&P Since Q2 26

-17.6%

TRAILING MARKET

BRC -11.3% vs S&P +6.4%

Market Reaction

Did BRC Beat Earnings? Q2 2026 Results

Brady Corporation delivered a solid fiscal second quarter, matching Wall Street's earnings target while edging past revenue expectations as the identification solutions maker logged its 20th consecutive quarter of organic sales growth. Adjusted dilut… Read more Brady Corporation delivered a solid fiscal second quarter, matching Wall Street's earnings target while edging past revenue expectations as the identification solutions maker logged its 20th consecutive quarter of organic sales growth. Adjusted diluted EPS came in at $1.09, in line with the $1.09 consensus, while revenue climbed 7.7% year over year to $384.14 million, topping estimates of $378.59 million by 1.46%. The headline result was powered by a combination of 1.6% organic growth, a 2.3% contribution from acquisitions, and a 3.8% foreign currency tailwind, while gross margins expanded to 50.6% from 49.3% as the prior year's facility closure costs dropped out of the comparison. Operating cash flow jumped to $53.30 million from $39.60 million a year ago, and Brady ended the quarter with a net cash position of $97.80 million. With the results in hand, management raised the low end of its full-year adjusted EPS guidance to $4.95 to $5.15, reflecting confidence in continued Americas momentum and an expected return to organic growth in Europe and Australia in the second half of the fiscal year. The company also declared its 30th consecutive annual dividend increase, highlighting its consistent capital return track record.

Key Takeaways

  • 20th consecutive quarter of organic sales growth
  • Americas organic sales grew 1.4% with growth in wire ID and product ID
  • Asia organic sales surged 14.2% with broad-based growth throughout the region
  • Gross profit margin improved to 50.6% from 49.3% in the year-ago quarter
  • SG&A expense as a percent of sales decreased due to cost reduction actions taken in fiscal 2025
  • Segment profit margin expanded 170 bps in Americas & Asia and 230 bps in Europe & Australia
  • Absence of prior-year facility closure and other reorganization costs improved year-over-year comparisons
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BRC YoY Financials

Q2 2026 vs Q2 2025, 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

“This quarter marks Brady's 20th consecutive quarter of organic sales growth, alongside a significant improvement in segment profit within both our Americas & Asia and Europe & Australia regions. We continue to increase our investment in research and development for innovative new products, which most recently included the i4311 industrial label printer launched last week. This printer is equipped with exciting new features unlike any other printer offering, including our LabelSense technology, which simplifies adhesive material changeover while resulting in zero waste. We have more innovative new products in our roadmap, which we will deliver while continuing to improve our operational efficiency.”

— Russell R. Shaller, Q2 2026 Earnings Press Release