NYSE$BRC

Brady Corporation · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Brady reported strong revenue growth, but net income and GAAP EPS declined.

Brady Corporation reported a 10.6% increase in sales, driven by acquisitions and organic growth. However, GAAP EPS declined by 7.8% while adjusted EPS increased by 7.5%. Net income also saw a year-over-year decline. The company raised the lower end of its adjusted EPS guidance for fiscal 2025.

  • Sales increased by 10.6% to $356.7 million, with 2.6% organic growth.
  • GAAP EPS decreased 7.8% to $0.83, while adjusted EPS increased 7.5% to $1.00.
  • Net income declined to $40.3 million from $43.6 million last year.
  • Adjusted net income increased to $48.1 million from $45.4 million in the prior year.

Headline financials

Total Revenue

$357M

Previous: $323M+10.6%
EPS (adj)

$1.00

Previous: $0.93+7.5%
Americas & Asia Organic Sales Growth

4.3%

No prior period
Europe & Australia Organic Sales Growth

-0.8%

No prior period
Capital Expenditures

-$14.4M

Previous: -$60.8M+76.3%
Net Income

$40.3M

Previous: $43.6M-7.6%
Operating Income

$51.2M

Previous: $53.9M-5.0%
Gross Profit

$176M

Previous: $162M+8.5%

Revenue & EPS history

Brady · Revenue · Quarterly

$357M

Q2 2025+10.6%vs Q2 2024
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Forward guidance

Brady raised the lower end of its adjusted EPS guidance for fiscal 2025, reflecting confidence in operational performance and sales growth.

Tailwinds

  • Raised the low end of fiscal 2025 adjusted EPS guidance to $4.45 - $4.70 per share.
  • Strong organic sales growth in the Americas & Asia region.
  • Continued investment in research and development for product innovation.
  • Improved operational efficiency contributing to profitability.
  • Healthy balance sheet with increased net cash position.

Headwinds

  • GAAP earnings guidance lowered due to facility closure and reorganization costs.
  • Foreign currency fluctuations impacting revenue growth.
  • Net income declined despite increased adjusted net income.
  • Operating margin slightly compressed due to cost increases.
  • Europe & Australia region reported an organic sales decline of 0.8%.

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 Q2 2025

Historical avgQ2 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%

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