US · Industrials · Security & Protection Services
EPS came in at 1.48 against a street estimate of 1.47 — a beat of 0.7%.
Analysts rate Brady Corporation a strong buy (2 buy, 0 hold, 0 sell out of 2) with an average price target of $110.00.
CONFIDENT Brady completed PSS acquisition, pivoting to industrial technology. FY26 delivered record revenue/EPS with 10% organic growth. FY27 guidance $6.25–$6.75 EPS (18–28% growth) includes $0.80 accretion from IPS. Integration underway; management upbeat on synergies. Q4 FY26 Americas and Asia momentum driven by data center spending and strong manufacturing PMI. Europe faces headwinds from macro weakness, but management executing on controllable factors (defense spending, digital passport regulations). Asia demonstrates strong expansion; India benefiting from prior manufacturing investments. Analysts pressed on Europe weakness (macro vs execution), CAPEX assumptions post-acquisition, and printer acceleration drivers. Management attributed regional divergence to GDP/macro trends (U.S. stronger, Europe softer), confirmed IPS/Suzhou facility quality, emphasized new product/market tailwin…
Full summary in the app.
| Fund | Stake |
|---|---|
| FMR Inc | 13.88% |
| BlackRock Inc | 8.78% |
| Vanguard Portfolio Management, LLC | 5.56% |
| Neuberger Berman Group LLC | 5.09% |
| Vanguard Capital Management, LLC | 3.95% |
| First Trust Advisors L.P. | 3.40% |
| Franklin Templeton Inc | 3.39% |
| State Street Corp | 3.34% |
| Document | Date |
|---|---|
| Annual report FY2026 BRADY CORPORATION – FORM 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Fiscal Year Ended: July 31, 2026 • Market Capitalization: Approximatel | 2026-09-03 |
| Results announced · Q1 FY2027 BRADY CORPORATION FY2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Full Year Sales: $1.661 billion, up 9.8% vs prior year ($1.513 billion in FY2025) • Or | 2026-09-03 |
| Material agreement · Q1 FY2027 BRADY CORPORATION FORM 8-K SUMMARY HEADLINE NUMBERS • Acquisition Price: $1.4 billion base purchase price in cash for Honeywell's Productivity Solut | 2026-08-06 |
| Material agreement · Q4 FY2026 BRADY CORPORATION FORM 8-K SUMMARY HEADLINE NUMBERS • Brady Corporation secured $1.0 billion in new financing on June 12, 2026, consisting of $500 m | 2026-06-18 |
| Board / officer change · Q4 FY2026 BRADY CORPORATION – FORM 8-K SUMMARY HEADLINE NUMBERS • Russell R. Shaller retiring as President and Chief Executive Officer effective June 8, 2026 | 2026-06-11 |
| Quarterly report · Q3 FY2026 BRADY CORPORATION - FORM 10-Q SUMMARY For Quarter Ended April 30, 2026 --- HEADLINE NUMBERS • Net sales (9 months): $1,224,661 thousand vs. $1,116, | 2026-05-18 |
| Quarterly report · Q2 FY2026 BRADY CORPORATION - 10-Q SUMMARY Quarter Ended January 31, 2026 --- HEADLINE NUMBERS • Net sales Q2: $384.1 million (up 7.7% vs. $356.7M prior year | 2026-02-19 |
| Quarterly report · Q1 FY2026 BRADY CORPORATION – Q1 FY2026 10-Q SUMMARY HEADLINE NUMBERS • Net sales: $405.3M (Q1 2025) vs. $377.1M (Q1 2024) – up 7.5% • Net income: $53.9M (Q1 | 2025-11-17 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.25 / share ex-date Oct 9, 2026 · pay Oct 30, 2026 | 2026-10-09 |
| Dividend | $0.24 / share ex-date Jul 10, 2026 · pay Jul 31, 2026 | 2026-07-10 |
| Dividend | $0.24 / share ex-date Apr 9, 2026 · pay Apr 30, 2026 | 2026-04-09 |
| Dividend | $0.24 / share ex-date Jan 9, 2026 · pay Jan 30, 2026 | 2026-01-09 |
| Dividend | $0.24 / share ex-date Oct 10, 2025 · pay Oct 31, 2025 | 2025-10-10 |
| Announcement | Date |
|---|---|
| Annual dividend increased from $0.98 to $1.00 per share Brady Corporation announced its fiscal 2026 fourth quarter financial results on September 3, 2026. The company's Board of Directors approved a dividend increase, raising the annual cash divi | 2026-09-03 |
| Closed acquisition transaction funded with cash and debt borrowings On August 3, 2026, the company completed an acquisition of a business (details not specified in this filing). To fund the $1.6 billion transaction and related costs, the company borrowed $80 | 2026-08-06 |
| Credit facility arranged to finance Honeywell PSS business acquisition Brady Corporation secured a $1 billion credit facility on June 12, 2026, to finance its acquisition of Honeywell's Productivity Solutions and Services (PSS) business. The facility consists o | 2026-06-18 |
| Acquires Honeywell's Productivity Solutions and Services business for $1.4B Brady Corporation agreed to acquire Honeywell's Productivity Solutions and Services (PSS) business for $1.4 billion in cash. The PSS business manufactures mobile computing, scanning, printin | 2026-04-21 |
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Google PlayApp StoreData updated 2026-09-18.