secwatch.observer — SEC 8-K summary ====================================== Issuer: BRADY CORP (BRC) CIK: 0000746598 Form: 8-K Filed at: 2026-09-03T10:59:09+00:00 Accession: 0000746598-26-000043 Event type: earnings Sentiment: positive Materiality: 0.85 Item codes: 2.02, 7.01, 8.01, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Brady Q4 FY26: record annual adj EPS $5.29, +15%; guides FY27 adj EPS $6.25-6.75 -------------------------------------------------------------------------------- - 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. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/746598/000074659826000043/0000746598-26-000043-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/746598/000074659826000043/brc-20260901.htm HTML page: https://secwatch.observer/filing/0000746598-26-000043 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer