The strong beat-and-raise quarter combined with the closed transformational IPS acquisition and bullish FY2027 guidance (23% EPS growth at midpoint) should drive significant upward momentum. Monitor the Q1 FY2027 report for initial IPS segment contribution and integration progress, as the majority of accretion is expected in the second half of the fiscal year.
Price Chart
Executive Summary
Brady Corp reported fiscal Q4 2026 results with record full-year revenue of $1.66B (+9.8% YoY) and record Adjusted Diluted EPS of $5.29 (+15% YoY). The quarter showed strong organic sales growth of 8.4%, but GAAP EPS declined 7.7% to $0.96 due to $22.2M in acquisition-related costs from the closed Honeywell PSS (now IPS) acquisition. The company issued FY2027 Adjusted EPS guidance of $6.25-$6.75, implying 23% growth at the midpoint, and increased its dividend for the 41st consecutive year. The combination of record results, a transformative acquisition, and strong forward guidance is a clear positive signal for the stock.
Key Financial Metrics
Key Facts
- Record annual revenue of $1.66B, up 9.8% YoY
- Record Adjusted Diluted EPS of $5.29, up 15% YoY
- Q4 organic sales growth of 8.4%, with Americas & Asia up 11.6%
- Completed acquisition of Honeywell's Productivity Solutions and Services (IPS) on Aug 3, 2026
- FY2027 Adjusted EPS guidance of $6.25-$6.75, representing 18-28% growth
- Operating cash flow increased 35% to $244.1M for FY2026
- Dividend increased to $1.00/share annually, 41st consecutive annual increase
- Net cash position of $172.2M as of July 31, 2026
Financial Impact
FY2026 revenue $1.66B (+9.8% YoY), record Adjusted Diluted EPS $5.29 (+15% YoY). FY2027 guidance implies Adjusted EPS of $6.25-$6.75, with ~$0.80 accretion from the IPS acquisition.
Risk Factors
- Integration risk from the large IPS acquisition ($1.15B expected revenue contribution)
- GAAP EPS depressed by acquisition-related costs ($22.2M in Q4 alone)
- Europe & Australia organic growth slowing to 2.1% in Q4
- Execution risk on FY2027 guidance which relies heavily on IPS accretion
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 8 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000746598-26-000043 |
| Exhibit: exhibit992-dividendrelease.htm | 0000746598-26-000043 |
| Document: brc-20260901.htm | 0000746598-26-000043 |
| Document: f26q4conferencecallprese.htm | 0000746598-26-000043 |
| Document: 0000746598-26-000043-index-headers.html | 0000746598-26-000043 |
| Document: 0000746598-26-000043-index.html | 0000746598-26-000043 |
| Document: 0000746598-26-000043.txt | 0000746598-26-000043 |
| 8-K Data (Synthetic) | 0000746598-26-000043 |
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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