BRC · Brady Corp
Price & Indicators
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Metrics snapshot
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AI Brief
Q4 FY26 earnings call · Sep 3, 2026TL;DR. Brady reported record fiscal 2026 revenue and adjusted EPS, closed the transformational acquisition of Honeywell's PSS business (now IPS) on August 3, 2026, and issued fiscal 2027 adjusted EPS guidance of $6.25–$6.75 (18.1%–27.6% growth) including ~$0.80 of accretion from the IPS segment weighted to the second half.
- + Operating cash flow increased ~35% in fiscal 2026 to $244.1M and net cash position more than doubled to $172.2M
- + Announced 41st consecutive annual dividend increase, raising the annual dividend from $0.98 to $1.00 per share
- − GAAP Q4 income before income taxes declined 8.2% and GAAP EPS fell 7.7% to $0.96 due to acquisition/integration costs and executive transition costs
- − Europe & Australia organic growth was only 2.1% in Q4 amid a challenging manufacturing end market, with management citing rising input costs (electronics/memory, diesel) as a headwind
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted Diluted EPS non-GAAP | $5.29 | FY2026 | — |
GAAP → non-GAAP reconciliationGAAP Net income per Class A Nonvoting Common Share $4.3
+$0.33 Amortization expense
+$0.56 Non-recurring acquisitions-related costs and other related expenses
+$0.1 Executive transition costs
+$0 Facility closure and other reorganization costs
= Adjusted Diluted EPS $5.29
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| Adjusted Income Before Income Taxes non-GAAP | $322.1M | FY2026 | — |
GAAP → non-GAAP reconciliationGAAP Income before income taxes 259.42M
+20.92M Amortization expense
+35.75M Non-recurring acquisitions-related costs and other related expenses
+6.05M Executive transition costs
+0K Facility closure and other reorganization costs
= Adjusted Income Before Income Taxes 322.13M
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| Adjusted Net Income non-GAAP | $252.6M | FY2026 | — |
GAAP → non-GAAP reconciliationGAAP Net income 205.38M
+15.87M Amortization expense
+26.81M Non-recurring acquisitions-related costs and other related expenses
+4.54M Executive transition costs
+0K Facility closure and other reorganization costs
= Adjusted Net Income 252.6M
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| Americas & Asia Organic sales growth | 11.6% | Q4 F'26 | — |
| Americas & Asia Segment Profit % | 25.1% | Q4 F'26 | — |
| Capital returned to shareholders (dividends and share buybacks) | $88.3M | Year ended July 31, 2026 | — |
| Dividends paid | $46.1M | Full Year F'26 | — |
| Europe & Australia Organic sales growth | 2.1% | Q4 F'26 | — |
| Europe & Australia Segment Profit % | 13.3% | Q4 F'26 | — |
| Free cash flow non-GAAP | $60.7M | Q4 F'26 | — |
| Gross profit margin | 52.9% | Q4 F'26 | — |
| Net cash position | $172.2M | As of July 31, 2026 | — |
| Organic sales growth | 5.3% | FY2026 | — |
| Printer unit sales growth | 10% | Full Year F'26 | — |
| SG&A as % of sales (adjusted) non-GAAP | 26.2% | Q4 F'26 | — |
| Share repurchases | $42.2M | Full Year F'26 | — |
| Shares repurchased | 516,859 | Full Year F'26 | — |
| Total sales growth | 10% | Q4 F'26 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Security & Protection Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
BRC
this stock
Brady Corp
|
$4.08B | +10.9% | +5.9% | — | 1.6% |
|
ALLE
Allegion plc
|
$12.99B | -3.7% | +7.6% | 20.1 | 4.7% |
|
MSA
MSA Safety Inc
|
$7.03B | +13.8% | +3.7% | 22.7 | 2.1% |
|
ADT
ADT Inc.
|
$5.15B | -12.6% | +4.7% | — | 3.5% |
|
BCO
Brinks Co
|
$4.52B | -4.1% | -5.7% | 25.4 | 11.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| BRC | -3.8% | -7.5% | +7.5% | -4.1% | +10.9% |
| SPY | -1.2% | -1.8% | +17.8% | -0.4% | +12.1% |
| vs SPY | -2.6% | -5.7% | -10.4% | -3.7% | -1.1% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.