earnings
confidence high
sentiment positive
materiality 0.85
Brady Q4 FY26: record annual adj EPS $5.29, +15%; guides FY27 adj EPS $6.25-6.75
BRADY CORP
- Q4 sales $436.9M (+10.0% YoY, organic +8.4%); adj diluted EPS $1.48 vs $1.26, +17.5%.
- FY26 record: sales $1.66B (+9.8%), adj diluted EPS $5.29 (+15.0%); operating cash flow $244.1M, +35%.
- Completed Aug 3, 2026 acquisition of Honeywell's Productivity Solutions & Services (now IPS); addressable market expands to $14B.
- FY27 guidance: adj diluted EPS $6.25-$6.75 (+18.1%-27.6%); IPS revenue ~$1.15B, ~$0.80 EPS accretion.
- Annual dividend raised to $1.00/share from $0.98; $0.25 quarterly paid Oct 30, 2026; 41st consecutive annual increase.
Featured in Daily 8-K Digest
Selected #8 for 2026-09-03.
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