NYSE$BRC

Brady Corporation · Q1 2025 earnings

Q1 2025 earnings · · Investor relations

Briefing

Brady's Q1 2025 financial results were reported, showcasing sales growth and strategic investments.

Brady Corporation reported a 13.6% increase in sales for the quarter, driven by organic growth and acquisitions. Adjusted EPS increased by 12.0% to $1.12, and the company maintains a strong balance sheet with a net cash position.

  • Sales increased by 13.6% with organic sales up by 3.6%.
  • Adjusted EPS grew by 12.0% to $1.12 compared to the same quarter last year.
  • The acquisition of Gravotech was completed, enhancing the identification product portfolio.
  • The company remains in a net cash position of $29.0 million despite investments in acquisitions.

Headline financials

Total Revenue

$377M

Previous: $332M+13.6%
EPS (adj)

$1.12

Previous: $1.00+12.0%
Capital Expenditures

-$7.29M

Previous: -$11.3M+35.4%
Free Cash Flow

$39.5M

Previous: $36M+9.8%
Net Income

$46.8M

Previous: $47.2M-1.0%
Operating Income

$58.9M

Previous: $59.7M-1.4%
Gross Profit

$190M

Previous: $172M+10.5%
Cash & Equivalents

$146M

Previous: $175M-16.9%
Total Assets

$1.63B

Previous: $1.38B+17.7%
R&D Expense

$18.9M

Previous: $15.7M+20.5%

Revenue & EPS history

Brady · Revenue · Quarterly

$377M

Q1 2025+13.6%vs Q1 2024
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Forward guidance

The Company’s Adjusted Diluted EPS* guidance for the year ending July 31, 2025 remains unchanged at $4.40 to $4.70 per share, and the Company’s GAAP earnings per diluted Class A Nonvoting Common Share guidance for the year ending July 31, 2025 was updated for amortization and other acquisition-related charges to $4.02 to $4.32 per share.

Tailwinds

  • Adjusted Diluted EPS guidance remains unchanged at $4.40 to $4.70 per share.
  • Full-year income tax rate is expected to be approximately 20 percent.
  • Depreciation and amortization expense is projected to be approximately $40 million.
  • Capital expenditures are estimated to be approximately $35 million.
  • Fiscal 2025 guidance assumes continued economic growth.

Headwinds

  • Guidance is based on foreign currency exchange rates as of October 31, 2024.
  • Increased cost of raw materials and labor as well as material shortages and supply chain disruptions
  • Decreased demand for our products
  • Our ability to compete effectively or to successfully execute our strategy
  • Our ability to develop technologically advanced products that meet customer demands

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 2025

Historical avgQ1 2025

+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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro