{"schema_version":"secwatch.filing_event.v1","accession":"0000746598-26-000019","form_type":"8-K","ticker":"BRC","cik":"0000746598","company_name":"BRADY CORP","filed_at":"2026-05-18T11:03:34+00:00","discovered_at":"2026-05-18T11:05:00.404402+00:00","generated_at":"2026-05-18T11:07:45.633214+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Brady Q3 adj. EPS record $1.50, raises FY guidance, agrees to buy Honeywell PSS","bullets":["Record adj. EPS $1.50 (+23% YoY); GAAP EPS $1.21 (+11%); sales $435M (+13.8%).","Organic sales +8.2%; Americas & Asia +14.4%, Europe & Australia +12.6%.","Raised FY2026 adj. EPS guidance to $5.20-$5.30 (from $4.95-$5.15).","Agreement to acquire Honeywell's Productivity Solutions & Services; expected close H2 2026.","Operating cash flow $78.2M (+30%); net cash $148.6M; returned $16.7M to shareholders."],"urls":{"canonical":"https://secwatch.observer/filing/0000746598-26-000019","json":"https://secwatch.observer/filing/0000746598-26-000019.json","markdown":"https://secwatch.observer/filing/0000746598-26-000019.md","text":"https://secwatch.observer/filing/0000746598-26-000019.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/746598/000074659826000019/0000746598-26-000019-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/746598/000074659826000019/brc-20260518.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-18T11:07:45.633214+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"b1a27871a561a086cdbb792bbc5b45becf40f10c","claim":"BRADY CORP reported the full year ending July 31, 2026 results: EPS Adjusted Diluted EPS* Guidance was raised for the full year ending July 31, 2026 from the previous range of $4.95 to $5.. Guidance raised.","evidence_excerpt":"Adjusted Diluted EPS* Guidance was raised for the full year ending July 31, 2026 from the previous range of $4.95 to $5.15 per share to the new range of $5.20 to $5.30 per share","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/746598/000074659826000019/0000746598-26-000019-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the full year ending July 31, 2026"},{"label":"EPS","value":"Adjusted Diluted EPS* Guidance was raised for the full year ending July 31, 2026 from the previous range of $4.95 to $5."},{"label":"Guidance","value":"raised"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"bb513007bbf3858f9062bc9d3b27dd97c54ed05d","claim":"BRADY CORP reported the nine-month period ended April 30, 2026 results: revenue $1.22 billion, net income $159.8 million, EPS $3.35. Guidance raised.","evidence_excerpt":"of 4.3 percent, growth of 2.5 percent from acquisitions and an increase of 2.9 percent from foreign currency translation. Sales for the nine months ended April 30, 2026 were $1.22 billion compared to $1.12 billion in the same period last year. By region, sales increased 10.6 percent in the Americas & Asia and sales increased 8.0 percent in Europe & Australia,","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/746598/000074659826000019/0000746598-26-000019-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the nine-month period ended April 30, 2026"},{"label":"Revenue","value":"$1.22 billion"},{"label":"Net income","value":"$159.8 million"},{"label":"EPS","value":"$3.35"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"befd29ecfea7c90ecf6c418af785239c7453003d","claim":"BRADY CORP reported its fiscal 2026 third quarter ended April 30, 2026 results: revenue $435.2 million, net income $57.8 million, EPS $1.21. Guidance raised.","evidence_excerpt":"growth of 8.2 percent, growth of 2.1 percent from acquisitions and an increase of 3.5 percent from foreign currency translation. Sales for the quarter ended April 30, 2026 were $435.2 million compared to $382.6 million in the same quarter last year. By region, sales increased 14.4 percent in the Americas & Asia and sales increased 12.6 percent in Europe & Australia,","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/746598/000074659826000019/0000746598-26-000019-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"its fiscal 2026 third quarter ended April 30, 2026"},{"label":"Revenue","value":"$435.2 million"},{"label":"Net income","value":"$57.8 million"},{"label":"EPS","value":"$1.21"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}