The transformational IPS acquisition and strong FY2027 guidance (23% EPS growth at midpoint) create a clear catalyst. Traders should watch for Q1 FY2027 results in late November to confirm integration progress and organic IDS growth trajectory.
Price Chart
Executive Summary
Brady Corporation reported fiscal Q4 2026 adjusted EPS of $1.48, beating consensus of $1.47 by 2.4%, on record revenue of $436.9M (+10% YoY). The company completed the transformational acquisition of Honeywell's Productivity Solutions business (renamed IPS) on August 3, 2026, and issued FY2027 guidance for adjusted diluted EPS of $6.25-$6.75, implying 23% growth at the midpoint, driven by organic IDS growth and IPS accretion.
Key Financial Metrics
Key Facts
- Q4 2026 adjusted diluted EPS of $1.48 beat consensus of $1.47 (2.4% beat)
- Q4 revenue of $436.9M (+10% YoY) with organic growth of 8.4%
- Full-year FY2026 adjusted diluted EPS of $5.29, a record, up 15% YoY
- Completed acquisition of Honeywell's Productivity Solutions business (IPS) on August 3, 2026
- FY2027 guidance: adjusted diluted EPS $6.25-$6.75 (18-28% growth), with ~$0.80 accretion from IPS
- Operating cash flow for FY2026 was $244.1M, up nearly 35% YoY
- Net cash position of $172.2M as of July 31, 2026, before the IPS acquisition
- Returned $88.3M to shareholders via dividends and buybacks in FY2026
Financial Impact
FY2027 adjusted EPS guided to $6.25-$6.75, representing 18-28% growth over FY2026 record $5.29; IPS segment expected to contribute ~$1.15B revenue in FY2027
Risk Factors
- Integration risk from the large IPS acquisition (Honeywell business) could delay expected synergies
- FY2027 guidance assumes continued economic growth and stable FX; a downturn could pressure results
- Net debt position post-acquisition (not yet reported) may increase financial leverage
- GAAP net income declined 8.2% in Q4 due to acquisition-related costs, masking underlying strength
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3355717 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 16, 2026 11d ago | 8-K/A | $81.93 | awaiting T+60 | — | $81.98 (+0.06%) |
Oct 6, 2026 20d ago | 144 | $85.11 | awaiting T+60 | — | $81.98 (−3.68%) |
Oct 6, 2026 20d ago | 144 | $85.11 | awaiting T+60 | — | $81.98 (−3.68%) |
Sep 3, 2026 7w ago | 8-K | $90.34 | awaiting T+60 | — | $81.98 (−9.25%) |
Sep 3, 2026 7w ago | Press Release | $90.34 | awaiting T+60 | — | $81.98 (−9.25%) |
Sep 2, 2026 7w ago | Press Release | $90.34 | awaiting T+60 | — | $81.98 (−9.25%) |
Aug 22, 2026 9w ago | Institutional Cluster | $94.38 | awaiting T+60 | — | $81.98 (−13.14%) |
Aug 21, 2026 9w ago | Press Release | $91.29 | awaiting T+60 | — | $81.98 (−10.20%) |
Jun 18, 2026 18w ago | 8-K | $85.31 $86.44 | ▲ +1.32% | ▼ −0.57% | $81.98 (−3.90%) |
Jun 11, 2026 19w ago | Insider Buy | $81.17 $90.21 | ▲ +11.14% | ▲ +6.74% | $81.98 (+1.00%) |
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