This is a routine investor relations presentation with no new material information. Monitor upcoming quarterly earnings for actual performance against the 10% revenue / 12% EPS CAGR targets. The $30M FY2026 cost savings target and M&A pipeline are worth tracking for margin expansion signals.
Price Chart
Executive Summary
Graco Inc. filed an 8-K furnishing an investor presentation used at its May 5, 2026 Investor Access Event. The presentation is a strategic overview covering the company's 100-year history, divisional performance (Contractor, Industrial, Powder, Expansion Markets), operational initiatives under the 'One Graco' program, and M&A strategy. No new financial guidance, material transactions, or changes in outlook were disclosed.
Key Facts
- Filed under Item 7.01 Regulation FD Disclosure — information is furnished, not filed.
- Investor Access Event held May 5, 2026 in Dayton, Minnesota.
- Presentation highlights 2025 segment revenues: Contractor $1,072M (25% operating margin), Industrial $997M (34% margin), Expansion Markets $168M (25% margin).
- Company targets 10%+ annual revenue growth and 12%+ annual earnings growth on average.
- One Graco initiative delivered $15M restructuring savings in FY2025 with a $30M annualized cost savings target for FY2026.
- M&A pipeline described as '100+ vetted potential targets' with goal of one-third of future growth from acquisitions.
- No new financial guidance, preliminary results, or material definitive agreements disclosed.
- 25 consecutive years of dividend increases noted.
Financial Impact
No new financial data or guidance provided; presentation repeats previously disclosed 2025 segment revenues and long-term targets.
Risk Factors
- Forward-looking targets (10% revenue CAGR, 12% EPS CAGR) are aspirational and not guaranteed.
- M&A execution risk — one-third of growth dependent on acquisitions.
- Macro headwinds noted in Industrial division ('uneven demand conditions').
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-205255 |
| Document: d864524d8k.htm | 0001193125-26-205255 |
| Document: 0001193125-26-205255-index-headers.html | 0001193125-26-205255 |
| Document: 0001193125-26-205255-index.html | 0001193125-26-205255 |
| Document: 0001193125-26-205255.txt | 0001193125-26-205255 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 14, 2026 18d ago | 8-K | $76.54 $76.59 | ▲ +0.07% | ▼ −0.04% | $78.41 (+2.44%) |
Sep 1, 2026 4w ago | 8-K | $76.82 $76.41 | ▼ −0.53% | ▼ −0.61% | $78.41 (+2.07%) |
Jun 15, 2026 15w ago | 8-K | $75.15 $75.51 | ▲ +0.48% | ▲ +1.86% | $78.41 (+4.34%) |
May 21, 2026 19w ago | 8-K | $75.29 $75.32 | ▲ +0.04% | ▼ −1.81% | $78.41 (+4.15%) |
May 5, 2026 21w ago | 8-K | $78.42 $76.97 | ▼ −1.85% | ▼ −3.83% | $78.41 (−0.01%) |
Mar 11, 2026 29w ago | DEFA14A | $87.64 $84.41 | ▼ −3.69% | ▼ −1.50% | $78.41 (−10.53%) |
US Market Status
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