BRC Q2 Deep Dive: Acquisition Reshapes Growth Trajectory Amid Segment Margin Pressures
Brady (BRC) reported Q2 CY2026 revenue of $436.9M, up 10% YoY, beating estimates. Adjusted EPS was $1.48, also above expectations. Operating margins improved to 19.7%, but segment margins contracted due to higher costs. The company's guidance for FY2027 EPS midpoint of $6.50 missed estimates. Management highlighted growth in printers and adhesives, as well as the integration of the IPS acquisition, which is expected to drive future synergies.





