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GGGGraco Inc.
$75.20$12.5B
Overview & Verdict
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GGG logoGraco Inc.(GGG)Earnings, Financials & Key Ratios

GGG•NYSE
$75.20
24.4× P/E·Price updated Jul 7, 2026
SectorIndustrialsIndustryIndustrial MachinerySub-IndustryFlow control and water equipment
AboutGraco Inc. designs, manufactures, and markets systems and equipment used to move, measure, control, dispense, and spray fluid and powder materials worldwide. The company's Industrial segment offers proportioning systems to spray polyurethane foam and polyurea coatings; equipment that pumps, meters, mixes and dispenses sealant, adhesive, and composite materials; and gel-coat equipment, chop and wet-out systems, resin transfer molding systems and applicators, and precision dispensing solutions. It also provides liquid finishing equipment; paint circulating and supply pumps; paint circulating advanced control systems; plural component coating proportioners; spare parts and accessories; and powder finishing products to coat powder finishing on metals under the Gema and SAT brands. The company's Process segment offers pumps to move and dispense chemicals, water, wastewater, petroleum, food, lubricants, and other fluids; pressure valves used in the oil and natural gas industry, other industrial processes, and research facilities; and chemical injection pumping solutions for injection of chemicals into producing oil wells and pipelines. It also supplies pumps, hose reels, meters, valves, and accessories for fast oil change facilities, service garages, fleet service centers, automobile dealerships, auto parts stores, truck builders, and heavy equipment service centers; and systems, components, and accessories for the automatic lubrication of bearings, gears, and generators in industrial and commercial equipment, compressors, turbines, and on- and off-road vehicles. The company's Contractor segment offers sprayers to apply paint to walls and other structures; and viscous coatings to roofs, as well as markings on roads, parking lots, athletic fields, and floors. It sells its products through distributors, original equipment manufacturers, and home center channels; and directly to end-users. The company was incorporated in 1926 and is headquartered in Minneapolis, Minnesota.Show more
  • Revenue$2.24B+5.8%
  • EBITDA$718M+9.3%
  • Net Income$522M+7.4%
  • EPS (Diluted)3.08+9.2%
  • Gross Margin52.45%-1.2%
  • EBITDA Margin32.11%+3.3%
  • Operating Margin27.31%+1.2%
  • Net Margin23.33%+1.4%
  • ROE19.92%-1.5%

GGG Price & Volume

Graco Inc. (GGG) stock price & volume — 10-year historical chart

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Elite Margins Offset Cyclical Industrial Demand Volatility

Investment Thesis • Updated 2026Q1

VerdictNeutral: While the company's 20.0% FCF margin and strong liquidity are impressive
Growth:Mixed
Profitability:Strong
Financial:Fortress
Cash Flow:Robust
Primary Risk:Cyclical industrial demand volatility

Key Thesis Takeaways

  • Graco maintains a formidable competitive moat supported by consistent 52% gross margins and a fortress balance sheet with a negligible 0.02% debt-to-equity ratio.
  • While the company faces cyclical revenue inconsistency, evidenced by growth fluctuations ranging from a 7.1% contraction to an 8.1% expansion, its ability to convert earnings into cash remains superior.
  • Investors should monitor the rising goodwill balance, which grew to $581.0 million by 2026Q1, to ensure that recent acquisition strategies continue to deliver accretive value without impairment risk.

Verdict Logic

the current P/E of 24.81 and a PEG ratio of 2.50 suggest that the stock is priced for perfection, warranting caution regarding potential cyclical headwinds.

GGG Growth Metrics

Graco Inc. (GGG) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years5.69%
5 Years6.27%
3 Years1.43%
TTM4.61%

Profit CAGR

10 Years4.2%
5 Years9.57%
3 Years4.25%
TTM5.79%

EPS CAGR

10 Years4.68%
5 Years9.91%
3 Years5.01%
TTM8.48%

Return on Capital

10 Years27.13%
5 Years26.5%
3 Years24.74%
Last Year22.05%

GGG Recent Earnings

Graco Inc. (GGG) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 3/12 qtrs (25%)●Beat Revenue 3/12 qtrs (25%)
Q2 2026Latest
Apr 22, 2026
Metric
Actual
Est
EPS
$0.66-11.1%
$0.74
Rev
$540M-3.7%
$561M
Q1 2026
Jan 26, 2026
Metric
Actual
Est
EPS
$0.77+0.0%
$0.77
Rev
$593M+0.5%
$590M
Q4 2025
Oct 22, 2025
Metric
Actual
Est
EPS
$0.73-1.1%
$0.74
Rev
$543M-3.3%
$562M
Q3 2025
Jul 23, 2025
Metric
Actual
Est
EPS
$0.75-5.3%
$0.79
Rev
$572M-3.2%
$591M
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q2 2026LatestApr 22, 2026
$0.66vs $0.74-11.1%
$540Mvs $561M-3.7%
Q1 2026Jan 26, 2026
$0.77vs $0.77+0.0%
$593Mvs $590M+0.5%
Q4 2025Oct 22, 2025
$0.73vs $0.74-1.1%
$543Mvs $562M-3.3%
Q3 2025Jul 23, 2025
$0.75vs $0.79-5.3%
$572Mvs $591M-3.2%
Based on last 12 quarters of dataView full earnings history →

Latest GGG News

Recent stock market news and headlines for Graco Inc. (GGG)

Business Wire·6 days ago
Graco Inc. Announces Second Quarter 2026 Earnings Conference Call

MINNEAPOLIS--(BUSINESS WIRE)--Graco Inc. (NYSE: GGG) announced today that it will release its second quarter 2026 earnings after the New York Stock Exchange closes on Wednesday, July 22, 2026. A full-text copy of the earnings announcement will be available on the company's website at investors.graco.com. Graco management will hold a conference call, including slides via webcast, with analysts and institutional investors to discuss the results at 11a.m. EDT / 10a.m. CDT on Thursday, July 23, 202.

Peers Comparison

Key metrics vs top competitors for Graco Inc. (GGG)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
GGG logoGGGGraco Inc.Current
$75.20$12.48B24.425.83%23.33%19.92%1.44%
ITW logoITWIllinois Tool Works Inc.
$271.09$78.13B25.840.92%19.32%97.35%—
ROP logoROPRoper Technologies, Inc.
$363.76$37.44B25.6212.26%21.12%8.75%—
XYL logoXYLXylem Inc.
$120.65$28.68B30.785.52%10.7%8.51%—
FELE logoFELEFranklin Electric Co., Inc.
$102.77$4.54B31.625.44%6.91%11.44%—
PNR logoPNRPentair plc
$75.18$12.15B18.982.28%15.97%17.74%—

Compare GGG vs Peers

Graco Inc. (GGG) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs ITW

Most directly comparable listed peer for GGG.

Scale Benchmark

vs SHW

Larger-name benchmark to compare GGG against a more recognizable public peer.

Peer Set

Compare Top 5

vs ITW, ROP, XYL, FELE

GGG SEC Filings & Documents

Graco Inc. (GGG) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

Mar 2, 2026·SEC

Material company update

Feb 13, 2026·SEC

Material company update

Jan 26, 2026·SEC

10-K Annual Reports

3
FY 2026

Feb 17, 2026·SEC

FY 2025

Feb 18, 2025·SEC

FY 2024

Feb 20, 2024·SEC

10-Q Quarterly Reports

6
FY 2026

Apr 22, 2026·SEC

FY 2025

Oct 22, 2025·SEC

FY 2025

Jul 23, 2025·SEC

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GGG Frequently Asked Questions

Graco Inc. (GGG) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is Graco Inc.'s revenue?

Graco Inc. (GGG) reported $2.25B in revenue for fiscal year 2025. This represents a 474% increase from $391.8M in 1996.

How fast is Graco Inc. growing?

Graco Inc. (GGG) grew revenue by 5.8% over the past year. This is steady growth.

Is GGG profitable?

Yes, Graco Inc. (GGG) is profitable, generating $516.2M in net income for fiscal year 2025 (23.3% net margin).

Dividend & Returns
Does GGG pay dividends?

Yes, Graco Inc. (GGG) pays a dividend with a yield of 1.44%. This makes it attractive for income-focused investors.

What is GGG's return on equity?

Graco Inc. (GGG) has a return on equity (ROE) of 19.9%. This is reasonable for most industries.

What is Graco Inc.'s free cash flow?

Graco Inc. (GGG) generated $631.2M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

What if you invested $1,000 in GGG back in 1996?

Total return calculator · dividends reinvested · 30+ years of data

See returns →