BRC
Brady Corporation81.48
+0.60+0.74%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q2 '26
Key Stats
Market Cap
3.84BP/E (TTM)
19.87Basic EPS (TTM)
4.10Dividend Yield
0.01%Recent Filings
8-K
10-Q
8-K
8-K
Elects board, declares dividend
Brady Corporation's Class B shareholders unanimously elected 11 directors, including CEO Russell R. Shaller, to one-year terms at the December 3, 2025 annual meeting. The board declared a quarterly $0.245 per share dividend on December 2, payable January 30, 2026 to record holders on January 9. Unanimous support signals strong governance alignment.
10-Q
Q1 FY2026 results
Brady posted solid Q1 FY2026 results through October 31, 2025, with net sales up 7.5% y/y to $405.3M on 2.8% organic growth, 3.2% from acquisitions, and 1.5% currency tailwind; gross margin expanded 110bps y/y to 51.5%, driving operating income 15.4% higher to $68.0M (16.8% margin) and diluted Class A EPS to $1.13 from $0.97, reconciling to 47.7M shares. Americas & Asia led with 9.6% sales growth and steady 22.3% segment margins, while Europe & Australia gained traction to 13.7% margins on cost efficiencies. Cash swelled to $182.7M, OCF hit $33.4M, yet FCF swung negative on $11.0M capex and $17.4M Mecco buyout (Aug 2025, $3.4M goodwill, $14.0M intangibles) funded from cash; long-term debt $115.9M (rates 2.8-5.0%, matures 2027) with $182M revolver room and covenants intact (0.4x leverage). Acquisitions fuel the pipeline. Tariffs crimp margins.
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