NYSE$BRC

Brady Corporation · Q3 2026 earnings

Q3 2026 earnings · · Before market open · Investor relations

Briefing

Brady Corporation reported strong Q3 2026 results with double-digit sales growth and improved margins.

Brady Corporation delivered net sales of $435.2 million in Q3 2026, up 13.8% year-over-year driven by 8.2% organic growth, acquisitions, and favorable currency. Operating income rose 9.0% to $73.2 million with gross margin expanding to 51.8%. Net income increased 10.6% to $57.8 million, or $1.21 diluted EPS.

  • Net sales grew 13.8% to $435.2 million with 8.2% organic growth across both segments.
  • Gross margin improved to 51.8% from 51.0% due to favorable product mix and operational efficiencies.
  • Operating income increased 9.0% to $73.2 million despite $13.5 million in PSS acquisition costs.
  • Pending $1.4 billion PSS acquisition announced with bridge financing secured to close in H2 2026.

Headline financials

Total Revenue

$435M

Previous: $383M+13.8%
EPS (adj)

$1.21

Previous: $1.09+11.0%
Acquisition Sales Growth

2.1%

Previous: 10.5%-80.0%
FX Impact on Sales

3.5%

Previous: -0.7%+600.0%
Organic Sales Growth

8.2%

Previous: 1.6%+412.5%
Capital Expenditures

-$33M

Previous: -$18.7M-76.6%
Free Cash Flow

$132M

No prior period
Net Income

$57.8M

Previous: $52.3M+10.6%
Operating Income

$73.2M

Previous: $67.2M+9.0%
Gross Profit

$225M

Previous: $195M+15.6%
Cash & Equivalents

$175M

No prior period
Total Assets

$1.83B

No prior period

Revenue & EPS history

Brady · Revenue · Quarterly

$435M

Q3 2026+13.8%vs Q3 2025
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Forward guidance

Company continues to invest in organic growth, acquisitions, and operational excellence while navigating macroeconomic pressures including tariffs.

Tailwinds

  • Strong organic growth in wire identification and product identification lines
  • Gross margin expansion from favorable mix
  • Pending PSS acquisition to add scale and enterprise reach

Headwinds

  • Incremental costs from global trade tariffs and supply chain pressures
  • One-time PSS transaction costs of $13.5 million in Q3

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 Q3 2026

Historical avgQ3 2026

+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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