NYSE$GGG

Graco Inc. · Q2 2026 earnings

Q2 2026 earnings · · After market close · Investor relations

Briefing

Graco Inc. reported Q2 2026 net sales of $590.6 million and diluted EPS of $0.87.

Graco Inc. achieved 3% net sales growth in Q2 2026 to $590.6 million, driven by acquisitions and favorable currency, partially offset by organic declines in certain segments. Operating earnings rose 11% to $175.1 million, supported by improved gross margins and tariff refunds. Net earnings increased 14% to $144.9 million, with adjusted diluted EPS reaching $0.91.

  • Q2 net sales grew 3% year-over-year to $590.6 million, including 3% from acquisitions and 1% from currency.
  • Contractor segment operating margin expanded 4 points to 30% on lower expenses and tariff benefits.
  • Industrial segment saw organic sales decline due to timing of project activity, offset by acquisition contributions.
  • Company announced $447 million acquisition of Valco Melton expected to close in Q3 2026.

Headline financials

Total Revenue

$591M

Previous: $572M+3.3%
EPS (adj)

$0.91

Previous: $0.76+19.7%
Americas sales change

6.0%

No prior period
EMEA sales change

-2.0%

No prior period
Asia Pacific sales change

2.0%

No prior period
Gross profit margin

53.7%

No prior period
Sales growth from acquisitions

3.0%

No prior period
Contractor operating margin

30.0%

No prior period
Industrial operating margin

34.0%

No prior period
Expansion Markets operating margin

23.0%

No prior period
Net Income

$145M

Previous: $128M+13.6%
Operating Income

$175M

No prior period
Gross Profit

$317M

No prior period
Cash & Equivalents

$508M

No prior period

Revenue & EPS history

Graco · Revenue · Quarterly

$591M

Q2 2026+3.3%vs Q2 2025
Beat estimate in 5 of 16 quarters(31%)
ActualEstimate

Revenue by segment

Graco · $591M total across 3 segments · Q2 2026

  • Contractor
    $299M
  • Industrial
    $249M
  • Expansion Markets
    $41.9M

Forward guidance

Company expects low single-digit organic constant-currency sales growth and mid-single-digit growth including acquisitions for full year 2026.

Tailwinds

  • Incoming order activity supports growth outlook
  • Q3 sales guidance of $580-600 million excluding Valco Melton

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+0.7%

Avg return

Earnings day

+0.6%

Avg return

5 days after

+2.0%

Avg return

30 days after

62%

43 / 69 earnings

Positive

+10.8%

Q1 2023

Best reaction

-10.7%

Q2 2011

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q1 2026-3.7%-6.1%-11.6%
Q4 2025+1.4%+0.7%+7.2%
Q3 2025+0.0%-0.3%+0.8%
Q2 2025+2.6%+1.5%+3.5%
Q1 2025+1.9%+3.2%+5.9%
Q4 2024-3.0%-2.1%+0.1%
Q3 2024-1.7%-2.8%+8.7%
Q2 2024+2.1%+1.7%+0.3%
Q1 2024-7.1%-8.4%-9.0%
Q4 2023+2.5%+2.6%+6.2%
Q3 2023+5.7%+5.1%+15.2%
Q2 2023-7.5%-8.5%-10.8%
Q1 2023+10.8%+14.5%+10.0%
Q4 2022+1.7%+6.1%+2.9%
Q3 2022+2.9%+6.9%+7.9%
Q2 2022+4.8%+6.9%+4.8%
Q1 2022-1.0%-2.7%-2.0%
Q4 2021+4.4%+1.0%+0.8%
Q3 2021+4.0%+4.3%+7.1%
Q2 2021-1.2%-0.9%-0.1%
Q1 2021+0.6%+1.1%-1.7%
Q4 2020-6.3%-9.1%-7.9%
Q3 2020-1.1%-1.9%+4.5%
Q2 2020+4.1%+3.7%+9.4%
Q1 2020-0.1%+2.9%+2.9%
Q4 2019+5.9%+2.3%+3.3%
Q3 2019-1.4%-0.4%+2.7%
Q2 2019-5.3%-5.8%-13.6%
Q1 2019-4.6%-3.8%-10.1%
Q4 2018+3.2%+2.3%+12.0%
Q3 2018+4.0%+3.2%+11.7%
Q2 2018-0.3%-3.9%-1.9%
Q1 2018+2.6%-1.8%+2.5%
Q4 2017-5.8%-7.7%-9.6%
Q3 2017+3.3%+1.2%+1.2%
Q2 2017+7.1%+7.7%+5.2%
Q1 2017+10.1%+9.7%+11.2%
Q4 2016+0.0%+1.4%+5.1%
Q3 2016+6.7%+6.2%+13.3%
Q2 2016-7.9%-6.7%-6.3%
Q1 2016-6.3%
Q4 2015+7.5%
Q3 2015+5.0%
Q2 2015+4.4%
Q1 2015+0.5%
Q4 2014-7.4%
Q3 2014+1.4%
Q2 2014+1.6%
Q1 2014-1.7%
Q4 2013-1.6%
Q3 2013+0.9%
Q2 2013+0.0%
Q1 2013+6.9%
Q4 2012+3.7%
Q3 2012-1.1%
Q2 2012+1.9%
Q1 2012-5.2%
Q4 2011+1.1%
Q3 2011+9.9%
Q2 2011-10.7%
Q1 2010+7.5%
Q1 2011-1.1%
Q4 2010-6.0%
Q4 2008-6.0%
Q3 2010+2.7%
Q3 2009+2.7%
Q2 2010+0.3%
Q2 2009+0.3%
Q4 2009+0.3%

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