$BRC

BRADY CORP

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No SEC Form 4 filings for $BRC in the last 30 days.

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Med

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.

Brady posts record fiscal 2026 as Honeywell deal reshapes business

Brady Corporation (BRC) reported record full-year revenue of $1.66bn, up 9.8%, and adjusted EPS of $5.29, up 15%. Q4 sales rose 10% to $436.9m. The stock fell 1.4% as investors weighed integration risks from its $1.4bn Honeywell acquisition. FY2027 guidance projects adjusted EPS of $6.25-$6.75, including $0.80 accretion from the deal.

Brady Corporation Q4 2026 Earnings Call Summary

Brady Corporation reported Q4 2026 earnings, highlighting 8.4% organic growth and a 110 basis point gross profit margin expansion. The acquisition of Honeywell's PSS business positions Brady as the number 2 player in the AIDC sector, with a $14 billion addressable market. Fiscal 2027 guidance includes $1.15 billion in revenue from the IPS segment and $0.80 EPS accretion. Management expects to reduce net leverage below 2 times within two years while maintaining dividend increases.

BRC sentiment & insider activity

Over the past 7 days, alphai's AI scored 8 news stories mentioning BRC (BRADY CORP). Coverage has skewed bullish: 6 bullish, 1 neutral, and 1 bearish.

Recent BRC coverage spans earnings and mergers & acquisitions.

What's driving BRC

alphai scores every news story that mentions BRC with an AI model for sentiment and relevance, and aggregates insider trades from BRADY CORP's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $BRC

Score
$BRCMedAI 8/10

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.

$BRCHighAI 8/10

Brady posts record fiscal 2026 as Honeywell deal reshapes business

Brady Corporation (BRC) reported record full-year revenue of $1.66bn, up 9.8%, and adjusted EPS of $5.29, up 15%. Q4 sales rose 10% to $436.9m. The stock fell 1.4% as investors weighed integration risks from its $1.4bn Honeywell acquisition. FY2027 guidance projects adjusted EPS of $6.25-$6.75, including $0.80 accretion from the deal.

$BRCHighAI 8/10

Brady Corporation Q4 2026 Earnings Call Summary

Brady Corporation reported Q4 2026 earnings, highlighting 8.4% organic growth and a 110 basis point gross profit margin expansion. The acquisition of Honeywell's PSS business positions Brady as the number 2 player in the AIDC sector, with a $14 billion addressable market. Fiscal 2027 guidance includes $1.15 billion in revenue from the IPS segment and $0.80 EPS accretion. Management expects to reduce net leverage below 2 times within two years while maintaining dividend increases.

$BRCMedAI 8/10

Brady Q4 Earnings Call Highlights

Brady (BRC) reported Q4 earnings, highlighting a 25% increase in printer unit sales and a 35.8% rise in operating cash flow to $79.2M. The company announced its 41st consecutive annual dividend increase and share repurchases totaling $28.1M. Brady expects fiscal 2027 EPS of $6.25-$6.75, representing 18.1%-27.6% growth. The company plans to report two segments starting fiscal 2027: Identification Solutions and Intelligent Productivity Solutions.

$BRCHighAI 8/10

Brady’s (NYSE:BRC) Q2 CY2026: Beats On Revenue

Brady (NYSE: BRC) reported Q2 CY2026 revenue of $436.9M, up 10% YoY, beating estimates. Non-GAAP EPS of $1.48 exceeded expectations by 1%. The company cited organic growth and acquisitions for its performance. Analysts expect 70.6% revenue growth over the next 12 months, though adjusted operating margin declined 2.2 percentage points YoY.

Brady: Fiscal Q4 Earnings Snapshot

Brady Corp. (BRC) reported fiscal Q4 profit of $45.6M, or 96 cents per share, with adjusted EPS of $1.48. Revenue was $436.9M. Annual profit was $205.4M, or $4.30 per share, on revenue of $1.66B. The company expects full-year EPS of $6.25-$6.75. BRC shares are up 15% YTD and 16% over 12 months.

$BRCHigh

BRADY CORP (BRC): Results of Operations and Financial Condition

BRADY CORP (BRC) filed an SEC Form 8-K — Results of Operations and Financial Condition. EXHIBIT 99.1 Brady Corporation Reports 2026 Fourth Quarter and Record Full Year Results Achieved Record Annual Revenue and Adjusted Diluted Earnings Per Share Completed Transformational Acquisition of Honeywell Technologies’ Productivity Solutions and Services Business on August

$BRCHighAI 8/10

Brady Q4 Net Income Declines; Organic Growth In Sales At 8.4%

Brady Corporation (BRC) reported Q4 net income of $45.6M, down from $49.9M YoY, citing acquisition costs. Adjusted net income rose 17.5% to $70.7M. Sales increased 10% to $436.9M, with 8.4% organic growth. The company forecasts 2027 Adjusted Diluted EPS of $6.25-$6.75, an 18.1%-27.6% increase. Shares rose 0.91% in pre-market trading.

Med

W H Brady Q1 Results: Net profit up 160% YoY to ₹172 lakh

W H Brady & Company Limited reported Q1 FY27 standalone net profit of ₹172.05 lakh, up from a ₹107.70 lakh loss in Q1 FY26, with standalone revenue from operations up 41.6% to ₹1,090.71 lakh. Consolidated net profit was ₹249.24 lakh, slightly down from ₹261.64 lakh. Consolidated revenue from operations fell 14% to ₹2,270.32 lakh. Board approved results on Aug 13, 2026.

BRADY CORP (BRC): Completion of Acquisition or Disposition of Assets

BRADY CORP (BRC) filed an SEC Form 8-K — Completion of Acquisition or Disposition of Assets. EXHIBIT 99.1 Brady Corporation Completes Transformational Acquisition of Honeywell Technologies’ Productivity Solutions and Services Business, Creating Leading Industrial Technology Company • Global Industrial Technology Platform Delivering Identification, Safety and Productivity

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