NYSE$BRC
Brady Corporation · Q4 2026 earnings
Q4 2026 earnings · · Before market open · Investor relations
Briefing
Brady Corporation reported record full-year results and 10% sales growth in Q4 2026 driven by strong organic performance and the IPS acquisition.
Brady Corporation achieved Q4 2026 sales of $436.9 million, up 10.0% year-over-year, with organic growth of 8.4%. Adjusted diluted EPS rose 17.5% to $1.48 despite acquisition-related costs impacting GAAP results. The company completed the transformative IPS acquisition and provided FY2027 guidance expecting 23% adjusted EPS growth at the midpoint.
- Q4 sales reached $436.9 million, a 10.0% increase, with 8.4% organic growth and contributions from acquisitions and FX.
- Adjusted diluted EPS grew 17.5% to $1.48 while GAAP diluted EPS declined to $0.96 due to acquisition and integration costs.
- Full-year 2026 delivered record revenue of $1.66 billion and record adjusted diluted EPS of $5.29, up 15.0%.
- FY2027 guidance projects adjusted diluted EPS of $6.25-$6.75, representing 18-28% growth, with IPS contributing $1.15 billion in revenue.
Headline financials
Revenue & EPS history
Brady · Revenue · Quarterly
$437M
Forward guidance
FY2027 adjusted diluted EPS expected to range from $6.25 to $6.75, representing 18.1% to 27.6% growth. IDS segment revenue expected to grow ~5% organically; IPS to contribute ~$1.15 billion revenue with low-double digit segment profit margin.
Tailwinds
- 23% adjusted EPS growth expected at midpoint of guidance
- IPS acquisition adds $0.80 EPS accretion net of financing
- Strong balance sheet supports growth investments and shareholder returns
Headwinds
- Majority of IPS contribution expected in second half of FY2027
- Guidance assumes continued economic growth and July 31, 2026 FX rates
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 18 quarterly earnings reports
+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
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q4 2026 | — | — | — | |
| 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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