NYSE$BRC

Brady Corporation · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Brady's financial performance was driven by strong organic sales growth and effective execution.

Brady Corporation reported a slight increase in sales, driven by strong organic growth in both Identification Solutions and Workplace Safety segments. The company's earnings per share also increased, reflecting improved profitability and effective cost management.

  • Sales increased by 0.3 percent, with organic sales up by 6.9 percent.
  • Diluted EPS increased by 17.9 percent to $0.79.
  • Identification Solutions segment saw a sales increase of 3.1 percent.
  • Workplace Safety segment experienced a sales decrease of 9.1 percent but profit increased by more than 175 percent.

Headline financials

Total Revenue

$323M

Previous: $321M+0.3%
EPS (adj)

$0.84

Previous: $0.72+16.7%
Organic Sales Growth

6.9%

Previous: 7.0%-1.4%
Capital Expenditures

-$3.86M

Previous: -$11.3M+65.9%
Free Cash Flow

$35.6M

Previous: $23.7M+50.0%
Net Income

$39.4M

Previous: $35M+12.5%
Operating Income

$51.4M

Previous: $44.3M+15.9%
Gross Profit

$155M

Previous: $155M+0.2%
Cash & Equivalents

$114M

Previous: $158M-27.3%
Total Assets

$1.35B

Previous: $1.41B-4.2%

Revenue & EPS history

Brady · Revenue · Quarterly

$323M

Q1 2023+0.3%vs Q1 2022
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Forward guidance

The Company’s GAAP earnings per diluted Class A Nonvoting Common Share guidance for the year ending July 31, 2023 remains unchanged at $3.13 to $3.43 per share, and the Company’s Diluted EPS Excluding Certain Items* guidance for the year ending July 31, 2023 also remains unchanged at $3.30 to $3.60 per share.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

+1.1%

Avg return

Earnings day

+1.2%

Avg return

5 days after

-0.4%

Avg return

30 days after

55%

36 / 66 earnings

Positive

+18.2%

Q1 2016

Best reaction

-9.3%

Q4 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026-0.1%+23.0%+17.6%
Q2 2026-2.0%-2.4%-15.1%
Q1 2026-1.9%+3.8%+8.8%
Q4 2025+6.8%+1.1%+0.5%
Q3 2025-5.7%-8.0%-10.9%
Q2 2025-6.8%-1.9%-5.4%
Q1 2025-6.2%-1.9%-0.6%
Q4 2024+1.2%+1.0%+4.0%
Q3 2024+12.8%+13.1%+9.8%
Q2 2024-7.5%-8.1%-6.3%
Q1 2024+0.4%-1.2%+7.6%
Q4 2023+9.3%+8.9%+9.0%
Q3 2023+2.1%-3.4%-4.5%
Q2 2023+4.1%+5.7%-0.5%
Q1 2023-0.1%+0.1%-5.0%
Q4 2022-2.1%-7.6%-10.3%
Q3 2022+9.0%+5.8%+0.9%
Q2 2022-7.4%-9.1%-7.3%
Q1 2022-6.3%-4.1%-2.0%
Q4 2021-3.2%-4.2%-5.2%
Q3 2021+2.3%+2.0%+0.2%
Q2 2021-1.0%+2.3%+7.0%
Q1 2021-1.0%+0.2%+5.6%
Q4 2020-8.0%-13.9%-9.2%
Q3 2020+5.0%+8.8%+1.4%
Q2 2020-1.1%-2.9%-25.8%
Q1 2020+3.5%+6.5%+4.0%
Q4 2019+7.4%+12.4%+6.5%
Q3 2019+1.4%+2.2%+4.0%
Q2 2019+1.7%+0.8%-4.4%
Q1 2019+2.6%+0.1%-2.0%
Q4 2018+11.8%+6.7%-3.8%
Q3 2018+0.0%+2.1%+2.4%
Q2 2018+1.4%-0.8%-4.1%
Q1 2018+2.1%+3.3%+3.7%
Q4 2017+8.3%+9.8%+16.1%
Q3 2017-0.3%-3.2%-7.9%
Q2 2017-0.8%-3.2%-3.0%
Q1 2017-0.5%+0.7%+2.6%
Q4 2016+5.0%+3.4%+4.6%
Q3 2016+15.9%
Q2 2016+15.4%
Q1 2016+18.2%
Q4 2015-9.3%
Q3 2015-4.0%
Q2 2015-4.7%
Q1 2015+5.2%
Q4 2014-0.2%
Q3 2014+3.2%
Q2 2014-3.4%
Q1 2014+1.2%
Q4 2013+1.0%
Q3 2013+0.7%
Q2 2013+0.6%
Q1 2013+0.4%
Q4 2012+0.4%
Q3 2012+3.6%
Q2 2012+3.2%
Q1 2012-3.1%
Q4 2011-3.6%
Q3 2011-1.8%
Q2 2011+2.6%
Q1 2010+1.7%
Q4 2010-0.3%
Q3 2010-8.6%
Q2 2009+2.8%

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