BRADY (BRC) Company Report

Brady Corporation achieved its 20th consecutive quarter of organic sales growth, with organic sales increasing by 1.6% in Q2 2026, contributing to a total sales growth of 7.7%.
Adjusted diluted earnings per share grew 9% to $1.09, supported by strong cash generation, with operating cash flow up 34.7% to $53.3 million and free cash flow up 30.5% to $42.3 million.
The company raised the bottom end of its full-year fiscal 2026 adjusted diluted EPS guidance range from $4.90-$5.15 to $4.95-$5.15 per share.
Regional organic sales performance showed Americas and Asia growing 3.1% (Asia alone up 14.2%), while Europe and Australia experienced a 1.1% organic decline due to a weak manufacturing environment.
Brady launched the i4311 Transportable Industrial Desktop Label Printer and significantly increased R&D expense by nearly 30% to $24.3 million, representing 6.3% of sales, in Q2 2026.

Feb 19, 2026, 3:30 PM

Transcript

Brady Corporation Reports 20th Consecutive Quarter of Organic Sales Growth, Increases Q2 2026 Adjusted EPS by 9%, and Raises Full-Year Guidance

BRC

Earnings

Guidance Update

Product Launch

Brady Corporation achieved its 20th consecutive quarter of organic sales growth, with a 1.6% increase in Q2 2026, contributing to a total sales growth of 7.7%.
The company reported a 9% growth in adjusted diluted earnings per share to $1.09 and improved its gross profit margin to 50.6% in Q2 2026.
Investments in Research and Development (R&D) increased by nearly 30% to $24.3 million, or 6.3% of sales, while still improving profitability. A new product, the i4311 Transportable Industrial Desktop Label Printer, was launched.
Operating cash flow increased 34.7% to $53.3 million, and free cash flow increased 30.5% to $42.3 million in Q2 2026, resulting in a net cash position of $97.8 million as of January 31st.
Brady raised the bottom end of its full-year fiscal 2026 adjusted diluted EPS guidance range to $4.95-$5.15 per share, representing 7.6% to 12% growth compared to 2025.

Feb 19, 2026, 3:30 PM

Transcript

Brady Corporation Reports Strong Q2 2026 Results and Raises Full-Year EPS Guidance

BRC

Earnings

Guidance Update

Product Launch

Brady Corporation reported its 20th consecutive quarter of organic sales growth at 1.6%, with total sales increasing 7.7% in Q2 2026. Adjusted diluted earnings per share grew 9% to $1.09, and gross profit margin improved to 50.6%.
The company raised the bottom end of its full-year fiscal 2026 adjusted diluted EPS guidance range to $4.95-$5.15 per share and its GAAP EPS guidance range to $4.62-$4.82 per share.
R&D expense increased to $24.3 million, or 6.3% of sales, reflecting investment in new products such as the i4311 Transportable Industrial Desktop Label Printer. The company also reported a net cash position of $97.8 million, increased its dividend for the 40th consecutive year, and repurchased 121,000 shares for $9 million year-to-date.

Feb 19, 2026, 3:30 PM

Transcript

Brady Corporation Reports Strong Fiscal Q2 2026 Results and Raises EPS Guidance

BRC

Earnings

Guidance Update

Share Buyback

Brady Corporation reported Q2 fiscal 2026 diluted EPS of $1.01, a 21.7% increase from the prior year, and adjusted diluted EPS of $1.09, up 9.0%.
Sales for the quarter ended January 31, 2026, increased 7.7% to $384.1 million, with organic sales growth of 1.6%.
The company raised the low end of its fiscal 2026 GAAP EPS guidance to a new range of $4.62 to $4.82 per share and its Adjusted Diluted EPS guidance to $4.95 to $5.15 per share.
Net cash provided by operating activities increased to $53.3 million in Q2 fiscal 2026, and the company held a net cash position of $97.8 million as of January 31, 2026.
During the quarter, Brady returned $11.6 million to shareholders in dividends and repurchased 65,747 shares for $4.9 million.

Feb 19, 2026, 12:05 PM

8-K

Brady Corporation Reports Fiscal 2026 Second Quarter Results and Raises EPS Guidance

BRC

Earnings

Guidance Update

Revenue Acceleration/Inflection

Brady Corporation reported second quarter fiscal 2026 sales of $384.1 million, an increase of 7.7 percent compared to the prior year, with organic sales growing 1.6 percent.
Diluted EPS for the second quarter of fiscal 2026 increased 21.7 percent to $1.01, and Adjusted Diluted EPS rose 9.0 percent to $1.09.
Net cash provided by operating activities increased to $53.3 million in the second quarter of fiscal 2026.
The company raised the low end of its fiscal year 2026 GAAP EPS guidance from $4.57-$4.82 to $4.62-$4.82 per share and its Adjusted Diluted EPS guidance from $4.90-$5.15 to $4.95-$5.15 per share.

Feb 19, 2026, 12:00 PM

Press Release

Brady Reports Record F'25 Adjusted EPS and Issues F'26 Guidance

BRC

Earnings

Guidance Update

Share Buyback

Brady achieved a record Adjusted Diluted EPS of $4.60 in fiscal year 2025, representing a 9.0% increase over the prior year and marking the fifth consecutive year of record Adjusted EPS results.
The company provided F'26 Adjusted Diluted EPS guidance of $4.85 to $5.15, indicating an expected increase of 5.4% to 12.0% compared to F'25.
Brady returned $96.4 million to shareholders in F'25 through dividends and share buybacks, and announced its 40th consecutive year of annual dividend increases.
As of July 31, 2025, Brady maintained a strong financial position with a net cash balance, reporting $174.3 million in cash and $99.8 million in debt.

Nov 17, 2025, 3:30 PM

Presentation

Brady Corporation Reports Strong Q1 2026 Results and Raises EPS Guidance

BRC

Earnings

Guidance Update

Product Launch

Brady Corporation reported a strong start to fiscal Q1 2026 with 2.8% organic sales growth and an 8% increase in adjusted diluted earnings per share to $1.21.
The company increased its investment in R&D by 23% to $23.3 million, representing 5.7% of sales, and launched a new industrial barcode scanning app called BradyScan.
For fiscal year 2026, Brady updated its adjusted diluted EPS guidance range to $4.90 to $5.15 per share, reflecting a 5-cent increase to the bottom end, and expects low single-digit organic sales growth.
Regional performance included 4.7% organic sales growth in Americas and Asia, while Europe and Australia experienced a 0.8% organic sales decline but a 15% improvement in adjusted segment profit due to cost reduction actions.
The company maintained a net cash position of $66.8 million as of October 31 and repurchased 55,000 shares for $4.1 million at an average price of $73.69 per share during the quarter.

Nov 17, 2025, 3:30 PM

Transcript

Brady Corporation Reports Strong Q1 2026 Results and Updates Fiscal 2026 Guidance

BRC

Earnings

Guidance Update

New Projects/Investments

Brady Corporation reported a strong start to Fiscal 2026 Q1, with organic sales growth of 2.8% and adjusted earnings per share growth of 8%.
The company's gross profit margin improved to 51.5% in Q1 2026, up from an adjusted 51.4% in the prior year, driven by benefits from engineered products and supply chain optimization.
Investments in research and development significantly increased to $23.3 million, or 5.7% of sales, in Q1 2026, representing a 23% increase from the prior year, which included the launch of the new BradyScan app.
Brady updated its Fiscal 2026 adjusted diluted EPS guidance range, increasing the bottom end to $4.90 to $5.15 per share, and expects low single-digit organic sales growth for the full year.
The company generated strong cash flow, with operating cash flow increasing 42.5% to $33.4 million and free cash flow increasing 38.8% to $22.4 million in Q1 2026, maintaining a net cash position of $66.8 million and repurchasing $4.1 million in shares.

Nov 17, 2025, 3:30 PM

Transcript

Brady Corporation Reports Q1 2026 Results and Updates FY2026 Guidance

BRC

Earnings

Guidance Update

Product Launch

Brady Corporation reported a strong start to fiscal year 2026 with 2.8% organic sales growth and an 8% increase in adjusted diluted earnings per share for Q1 2026.
The Americas and Asia region achieved 4.7% organic sales growth, while the Europe and Australia region experienced a 0.8% organic sales decline but significantly improved adjusted segment profit by 15% due to cost reduction actions.
The company increased its R&D expense by 23% to $23.3 million, or 5.7% of sales, and launched the new BradyScan app as part of its connected products strategy.
Brady updated its fiscal year 2026 adjusted diluted EPS guidance to a range of $4.90 to $5.15 per share, raising the bottom end by $0.05.
Operating cash flow increased 42.5% to $33.4 million, and the company repurchased 55,000 shares for $4.1 million in Q1 2026.

Nov 17, 2025, 3:30 PM

Transcript

Brady Corporation Reports Strong Q1 Fiscal 2026 Results and Raises EPS Guidance

BRC

Earnings

Guidance Update

Share Buyback

Brady Corporation reported net sales of $405.3 million for the first quarter of fiscal 2026, an increase of 7.5% compared to the prior year, driven by 2.8% organic sales growth and 3.2% from acquisitions.
For Q1 F'26, GAAP diluted EPS increased by 16.5% to $1.13, and Adjusted Diluted EPS increased by 8.0% to $1.21 compared to the same quarter last year.
The company raised the low end of its fiscal 2026 Adjusted Diluted EPS guidance to a new range of $4.90 to $5.15 per share.
Cash flow from operating activities increased by 42.5% to $33.4 million in Q1 F'26.
Brady maintained a net cash position of $66.8 million as of October 31, 2025, and returned $15.6 million to shareholders through dividends and share buybacks during the quarter.