The Motley Fool·Jun 29, 2026
Prediction: Buying This Industrial Stock Today Could Set You Up for LifeGrowth is driven by data center demand and a major acquisition from Honeywell. Valuation appears attractive relative to expected earnings growth.
Brady Corporation(BRC)Earnings, Financials & Key Ratios
BRC•NYSE
$91.48
23.3× P/E·Price updated Jul 7, 2026
AboutBrady Corporation manufactures and supplies identification solutions (IDS) and workplace safety (WPS) products to identify and protect premises, products, and people in the United States and internationally. The IDS segment offers safety signs, floor-marking tapes, pipe markers, labeling systems, spill control products, and lockout/tagout devices for facility identification and protection; materials, printing systems, RFID and bar code scanners for product identification, brand protection labeling, work in process labeling, and finished product identification; and hand-held printers, wire markers, sleeves, and tags for wire identification, as well as software and services for safety compliance auditing, procedure writing, and training. Its products also comprise name tags, badges, lanyards, rigid card printing systems, and access control software for people identification; wristbands and labels for tracking and enhancing the safety of patients; and custom wristbands. This segment serves customers in various industries, such as industrial and electronic manufacturing, healthcare, chemical, oil, gas, automotive, aerospace, governments, mass transit, electrical contractors, education, leisure and entertainment, telecommunications, and others through distributors, direct sales, catalog marketing, and digital channels. The WPS segment provides workplace safety and compliance products, such as safety and compliance signs, tags, labels, and markings; informational signage and markings; asset tracking labels; first aid products; facility safety and personal protection equipment; and labor law and other compliance posters for various industries, including process, government, education, construction, and utilities, as well as manufacturers through catalog and digital channels. It also offers stock and custom identification products, as well as sells related resale products. Brady Corporation was incorporated in 1914 and is headquartered in Milwaukee, Wisconsin.Show more
- Revenue$1.51B+12.8%
- EBITDA$277M+1.5%
- Net Income$189M-4.0%
- EPS (Diluted)3.92-3.2%
- Gross Margin50.27%-2.0%
- EBITDA Margin18.32%-10.1%
- Operating Margin15.63%-13.8%
- Net Margin12.5%-15.0%
- ROE16.76%-12.6%
BRC Price & Volume
Brady Corporation (BRC) stock price & volume — 10-year historical chart
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Accelerating Revenue Growth Amidst Conservative Capital Management
Investment Thesis • Updated 2026Q3
VerdictNeutral
Growth:Accelerating
Profitability:Strong
Financial:Fortress
Cash Flow:Robust
Primary Risk:Industrial cycle demand sensitivity
Key Thesis Takeaways
- Brady Corporation demonstrates a compelling recovery trajectory with 13.8% year-over-year revenue growth in 2026Q3, supported by a fortress balance sheet with a negligible 0.07 debt-to-equity ratio.
- While the company maintains structural gross margins above 50%, investors should monitor the compression of operating margins to 16.8% from the 19.3% peak in 2024Q4 as SG&A expenses rise.
- The firm's reliance on past acquisitions, evidenced by $689.4 million in goodwill, necessitates ongoing scrutiny of its ability to integrate assets while navigating cyclical industrial demand volatility.
Verdict Logic
while the company exhibits strong cash conversion with an OCF/NI ratio of 1.35, the current P/E of 23.03 and cyclical revenue sensitivity suggest investors should wait for more consistent operating margin expansion before increasing exposure.
BRC Growth Metrics
Brady Corporation (BRC) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years2.59%
5 Years6.96%
3 Years5.15%
TTM11.11%
Profit CAGR
10 Years51.42%
5 Years10.99%
3 Years8.06%
TTM7.61%
EPS CAGR
10 Years51.88%
5 Years13.19%
3 Years10.57%
TTM8.17%
Return on Capital
10 Years17.25%
5 Years18.35%
3 Years19.45%
Last Year17.83%
BRC Recent Earnings
Brady Corporation (BRC) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 8/12 qtrs (67%)●Beat Revenue 7/12 qtrs (58%)
Q2 2026Latest
May 18, 2026Metric
Actual
Est
EPS
$1.50+11.1%
$1.35
Rev
$435M+7.2%
$406M
Q1 2026
Feb 19, 2026Metric
Actual
Est
EPS
$1.09+0.0%
$1.09
Rev
$384M+1.4%
$379M
Q4 2025
Nov 17, 2025Metric
Actual
Est
EPS
$1.21+1.7%
$1.19
Rev
$405M+2.6%
$395M
Q4 2025
Sep 4, 2025Metric
Actual
Est
EPS
$1.26+7.7%
$1.17
Rev
$397M+1.2%
$392M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 18, 2026 | $1.50vs $1.35+11.1% | $435Mvs $406M+7.2% |
| Q1 2026 | Feb 19, 2026 | $1.09vs $1.09+0.0% | $384Mvs $379M+1.4% |
| Q4 2025 | Nov 17, 2025 | $1.21vs $1.19+1.7% | $405Mvs $395M+2.6% |
| Q4 2025 | Sep 4, 2025 | $1.26vs $1.17+7.7% | $397Mvs $392M+1.2% |
Based on last 12 quarters of dataView full earnings history →
Latest BRC News
Recent stock market news and headlines for Brady Corporation (BRC)
Peers Comparison
Key metrics vs top competitors for Brady Corporation (BRC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $91.48 | $4.31B | 23.34 | 12.84% | 12.5% | 16.76% | 1.04% | |
| $107.41 | $4.18B | 18.17 | 10.33% | 8.49% | 18.84% | — | |
| $4.06 | $374.57M | 9.23 | -8.49% | 4.76% | 11.26% | — | |
| $27.00 | $840.4M | -34.18 | -16.6% | 0.8% | 1.89% | — | |
| $164.35 | $12.64B | 18.72 | 1.14% | 7.66% | 30.81% | — | |
| $26.68 | $36.54B | 13.21 | 6.4% | 11.24% | 24.43% | — |
Compare BRC vs Peers
Brady Corporation (BRC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
BRC SEC Filings & Documents
Brady Corporation (BRC) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 18, 2026·SEC
Material company update
May 8, 2026·SEC
Material company update
Apr 21, 2026·SEC
10-K Annual Reports
310-Q Quarterly Reports
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BRC Frequently Asked Questions
Brady Corporation (BRC) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Brady Corporation's revenue?
Brady Corporation (BRC) reported $1.62B in revenue for fiscal year 2025. This represents a 351% increase from $359.5M in 1996.
How fast is Brady Corporation growing?
Brady Corporation (BRC) grew revenue by 12.8% over the past year. This is steady growth.
Is BRC profitable?
Yes, Brady Corporation (BRC) is profitable, generating $209.7M in net income for fiscal year 2025 (12.5% net margin).
Dividend & Returns
Does BRC pay dividends?
Yes, Brady Corporation (BRC) pays a dividend with a yield of 1.04%. This makes it attractive for income-focused investors.
What is BRC's return on equity?
Brady Corporation (BRC) has a return on equity (ROE) of 16.8%. This is reasonable for most industries.
What is Brady Corporation's free cash flow?
Brady Corporation (BRC) generated $181.3M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.