GGG
Graco Inc.82.72
-1.73-2.05%
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 Q4 '25
Details lumpy motor licensing fees
Q&A unpacked the $5M Q4 electric motor license fees as lumpy upfronts from licensing ETM tech to non-competitive OEMs in process, ag, and robotics—proven in Graco gear but excluded from 2026's low single-digit organic guide. Orders held steady, supporting the outlook without fresh momentum; home centers bounced amid light traffic, while commercial paints bullish and lower mortgage rates (~6.1%) hint at resi repaint upside. One Graco banked $15M savings via inventory slashes. M&A pipeline exceeds 100 with rising confidence. Steady, no surprises. Watch volume durability.
Key Stats
Market Cap
13.71BP/E (TTM)
28.23Basic EPS (TTM)
2.93Dividend Yield
0.01%Recent Filings
8-K
Graco names new CFO Gupta
Graco appointed Sanjiv Gupta as CFO and Treasurer effective April 15, 2026, succeeding David M. Lowe who retires after over 30 years, with Lowe assisting through May 2026. Gupta, from GM International CFO, gets $575,000 base, 75% target bonus, $65,000 sign-on cash, and $2.575M in equity awards to offset forfeited GM grants. Smooth handover secured. Equity vests over four years.
10-K
FY2025 results
Graco's FY2025 sales hit $2.24B, up 6% y/y from acquisitions despite flat organic volume, with operating earnings rising 10% to $625M (28% margin) boosted by a $14M contingent consideration gain. Contractor sales grew 8% to $1.07B on $100M from buys, holding earnings steady at $270M, while Industrial climbed 4% to $997M with margins expanding to 34% on price and leverage; Expansion Markets edged 1% higher. Q4 momentum showed in $684M operating cash flow, up from inventory cuts, funding $423M buybacks (5.2M shares) and a 7% dividend hike to $0.295/quarter. Debt stays low at $25M with $1.4B liquidity. Yet economic downturns could stall demand across cyclical sectors.
8-K
Director Carter resigns
8-K
Record sales, strong earnings
Graco Inc. reported record Q4 net sales of $593.2M, up 8% from last year, and full-year sales of $2.24B, up 6%, fueled by acquisitions adding 4 points quarterly and 5 points annually, plus organic gains in Contractor and Industrial segments. Operating earnings jumped 22% to $158.6M in Q4, aided by prior-year litigation costs not repeating. Acquisitions drove growth. Guides low single-digit organic sales growth for 2026.
8-K
Graco appoints new board director
Graco Inc. appointed Andrea (Andi) H. Simon to its board of directors, effective December 5, 2025, adding her to the Audit and Management Organization and Compensation Committees. As CFO of MasterBrand, Inc. since 2020, Simon offers deep financial and operational expertise from roles at The Weir Group and earlier firms. Her insights will aid Graco's global growth strategies. Simon receives standard director compensation.
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