GGG
Graco Inc.82.72
-1.73-2.05%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
13.71BP/E (TTM)
28.23Basic EPS (TTM)
2.93Dividend Yield
0.01%Recent Filings
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.
10-Q
Q3 FY2025 results
Graco's Q3 net sales climbed 5% year-over-year to $543.4 million, fueled by acquisitions adding 6 percentage points, though organic revenue dipped 2% amid soft construction markets; sequentially, sales rose from Q2's implied $550 million (derived). Operating earnings surged 13% to $164.7 million, with margins holding steady as pricing offset tariff-driven cost hikes of $5 million, yet the Contractor segment's margin slipped 3 points to 26% from acquisition drag. Adjusted non-GAAP metrics, reconciled in the filing, show flat net earnings at $122.8 million and 3% EPS growth to $0.73. The August Color Service acquisition bolstered Contractor growth, while cash flow details remain undisclosed in the 10-Q. Acquisitions drive momentum. EMEA and Asia Pacific delivered double-digit gains, but competition in cyclical construction poses ongoing pressure.
10-Q
Q2 FY2025 results
Graco's Q2 sales climbed 3% year-over-year to $571.8 million, fueled by $32 million from acquisitions that offset a 3% organic drop, while year-to-date revenue rose 5% to $1,100.1 million. Operating earnings dipped 2% to $157.5 million amid a 2 percentage point gross margin squeeze from $4 million in tariff costs and lower margins on acquired ops, yet year-to-date ops edged up 2% to $301.5 million. Diluted EPS held steady at $0.76, matching last year despite share repurchases, with net earnings off 4% to $127.6 million mainly from $5 million in exchange losses. Cash from operations surged $50 million year-to-date to $308 million on inventory cuts, supporting $361 million in buybacks; acquisitions added punch without debt details. Acquisitions drove growth. EMEA and Asia Pacific volumes countered Americas softness. Regulatory shifts on tariffs pose ongoing cost risks.
8-K
Graco's annual meeting results
Graco Inc. held its Annual Meeting on April 25, 2025, electing Eric P. Etchart, Jody H. Feragen, and J. Kevin Gilligan to three-year board terms amid strong shareholder support. Shareholders ratified Deloitte & Touche LLP as auditors for fiscal 2025 and approved executive compensation on an advisory basis. Votes sailed through. This signals robust governance alignment, though broker non-votes highlight some abstentions on pay.
10-Q
Q1 FY2025 results
Graco kicked off 2025 with net sales climbing 7% year-over-year to $528.3 million for the quarter ended March 28, fueled by acquisitions adding 6 percentage points while organic growth held steady amid a 2-point currency drag. Operating earnings rose 8% to $144.0 million, buoyed by expense leverage that offset a 2-point dip in gross margin from acquired operations and higher costs, yielding diluted EPS of $0.72 on 171.6 million shares. All segments advanced—Contractor up 11% with $30 million from buys, Industrial 3% on volume gains, Expansion Markets 12% driven by semiconductors—spanning strong regional upticks in Americas, EMEA, and Asia Pacific. Cash flow details remain undisclosed in the 10-Q. Acquisitions bolstered the topline. Tariffs loom as a wildcard.
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