The 23% YoY adjusted EPS growth, raised guidance, and announced Honeywell PSS acquisition create a powerful catalyst combination. Monitor the PSS deal timeline and regulatory approvals (expected H2 2026) as a medium-term driver. The record cash generation and strong balance sheet support continued investment and shareholder returns.
Price Chart
Executive Summary
Brady Corp reported Q3 FY2026 adjusted Diluted EPS of $1.50, up 23% YoY and a record, while GAAP EPS was $1.21. Revenue grew 13.8% to $435.2M with organic growth of 8.2%, beating consensus estimates. The company raised its full-year adjusted EPS guidance to $5.20-$5.30 (from $4.95-$5.15) and announced an agreement to acquire Honeywell's Productivity Solutions and Services business.
Key Financial Metrics
Key Facts
- Adjusted Diluted EPS of $1.50 vs $1.22 YoY, a record quarter and 23% growth
- Revenue $435.2M (+13.8% YoY) with organic sales growth of 8.2%
- Full-year adjusted EPS guidance raised to $5.20-$5.30 from $4.95-$5.15
- Americas & Asia organic sales grew 10.1%; Europe & Australia organic grew 4.5%
- Gross margin expanded 80bps to 51.8%
- Operating cash flow rose 30.6% to $78.2M
- Net cash position of $148.6M as of April 30, 2026
- Entered definitive agreement to acquire Honeywell's Productivity Solutions and Services business (expected close H2 2026)
- GAAP EPS of $1.21 was below consensus of $1.34 due to $13.5M in acquisition-related costs ($0.21/share)
Financial Impact
Adjusted EPS of $1.50 handily beat the GAAP-based consensus of $1.34; guidance increase implies ~$0.20-$0.25 upside vs the prior range midpoint
Risk Factors
- Honeywell PSS acquisition integration risk and regulatory approvals
- $13.5M in acquisition-related costs weighed on GAAP results
- Europe Australia organic growth turned to positive organic growth (4.5%) but remains lighter than Americas
- Foreign currency translation contributed 3.5% to revenue growth, creating some top-line tailwind that may not recur
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000746598-26-000019 |
| Document: brc-20260518.htm | 0000746598-26-000019 |
| Document: f26q3conferencecallprese.htm | 0000746598-26-000019 |
| Document: 0000746598-26-000019-index-headers.html | 0000746598-26-000019 |
| Document: 0000746598-26-000019-index.html | 0000746598-26-000019 |
| Document: 0000746598-26-000019.txt | 0000746598-26-000019 |
| 8-K Data (Synthetic) | 0000746598-26-000019 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 16, 2026 11d ago | 8-K/A | $81.93 | awaiting T+60 | — | $82.59 (+0.81%) |
Oct 6, 2026 21d ago | 144 | $85.11 | awaiting T+60 | — | $82.59 (−2.96%) |
Oct 6, 2026 21d ago | 144 | $85.11 | awaiting T+60 | — | $82.59 (−2.96%) |
Sep 3, 2026 7w ago | 8-K | $90.34 | awaiting T+60 | — | $82.59 (−8.58%) |
Sep 3, 2026 7w ago | Press Release | $90.34 | awaiting T+60 | — | $82.59 (−8.58%) |
Sep 2, 2026 7w ago | Press Release | $90.34 | awaiting T+60 | — | $82.59 (−8.58%) |
Aug 22, 2026 9w ago | Institutional Cluster | $94.38 | awaiting T+60 | — | $82.59 (−12.49%) |
Aug 21, 2026 9w ago | Press Release | $91.29 | awaiting T+60 | — | $82.59 (−9.53%) |
Jun 18, 2026 18w ago | 8-K | $85.31 $86.44 | ▲ +1.32% | ▼ −0.57% | $82.59 (−3.19%) |
Jun 11, 2026 19w ago | Insider Buy | $81.17 $90.21 | ▲ +11.14% | ▲ +6.74% | $82.59 (+1.75%) |
US Market Status
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