Inferra AI / Company / BRC
Brady Corp
BRC · Consumer Discretionary
Last earnings Oct 16, 2026
Key results
EPSquarter
$1.04
Diluted EPS was $1.04 in the fourth quarter of fiscal 2025 compared to $1.15 in the same quarter of the prior year.
SEC original ↗Brady Corp — Earnings release (8-K exhibit)EX-99Sep 4, 2025
Adjusted EPSquarter
5.9 percent
Adjusted Diluted EPS* increased 5.9 percent to a record high of $1.26 in the fourth quarter of fiscal 2025 compared to $1.19 in the same quarter of the prior year.
SEC original ↗Brady Corp — Earnings release (8-K exhibit)EX-99Sep 4, 2025
Adjusted net incomequarter
$ 60,174
The table below provides a reconciliation of the GAAP measure of Net income to the non-GAAP measure of Adjusted Net Income Three months ended July 31, Year ended July 31, 2025 2024 2025 2024 Net income (GAAP measure) $ 49,876 $ 55,456 $ 189,256 $ 197,215 Amortization expense 3,630 1,797 14,366 7,239 Facility closure and other reorganization costs 6,668 13,856 Non-recurring acquisitions-related costs and other expenses 3,794 Adjusted Net Income (non-GAAP measure) $ 60,174 $ 57,253 $ 221,272 $ 204,454 Adjusted Diluted EPS Brady is presenting the non-GAAP measure, Adjusted Diluted EPS.
SEC original ↗Brady Corp — Earnings release (8-K exhibit)EX-99Sep 4, 2025
Adjusted Diluted EPS* increased 5.9% to $1.26 in Q4 F 25 from $1.19 in Q4 F 24.
SEC original ↗Brady Corp — Presentation / slide deck (8-K exhibit)EX-99Sep 4, 2025
Revenuequarter
4.3%
Record High Adjusted Diluted EPS* Americas & Asia organic sales growth of 4.3%.
SEC original ↗Brady Corp — Presentation / slide deck (8-K exhibit)EX-99Sep 4, 2025
Adjusted Diluted EPS* was up 9.0% from $4.22 to an all-time high of $4.60.
SEC original ↗Brady Corp — Presentation / slide deck (8-K exhibit)EX-99Sep 4, 2025
Total revenuequarter
15.7%
Record High Adjusted Diluted EPS* Full-Year F 25 Highlights Sales Overview 4 Q4 F 25 SALES: Total sales increased 15.7%.
SEC original ↗Brady Corp — Presentation / slide deck (8-K exhibit)EX-99Sep 4, 2025
GAAP net incomequarter
$49.9M
Year-on-Year Growth (Decline) Net Income & Diluted EPS 9 Q4 F 25 NET INCOME & DILUTED EPS: GAAP Net Income was $49.9M in Q4 of F 25 compared to $55.5M in Q4 of F 24.
SEC original ↗Brady Corp — Presentation / slide deck (8-K exhibit)EX-99Sep 4, 2025
AI analysis
Q3 2025 · reported Sep 4, 2025
Based on: Earnings release + Q3 2025 deck + parent 8-K + 10-Q — transcript not held
The quarter in charts
Diluted EPS — GAAP
Per diluted share, as stated
EX-99 · Sep 4, 2025 EPS values as stated in the release.
Headline figures
| Metric | Q3 2025 | Prior qtr | Year ago |
|---|---|---|---|
| EPS | $1.04 | — | $1.15 |
| Adjusted EPS | 5.9 percent | — | $1.19 |
| Adjusted net income | $ 60,174 | — | — |
| Revenue | 4.3% | — | — |
| Total revenue | 15.7% | — | — |
| GAAP net income | $49.9M | — | — |
Guidance · company-stated
Direction: Raised
“htm FOURTH QUARTER FISCAL 2025 PRESS RELEASE Document EXHIBIT 99.1 For More Information Investor contact Ann Thornton 414-438-6887 Media contact Kate Venne 414-358-5176 Brady Corporation Reports Record Adjusted EPS in its Fiscal 2025 Fourth Quarter and Announces its Fiscal 2026 EPS Guidance Sales for the quarter increased 15.7 percent.”
“Fiscal 2026 Guidance The Company expects GAAP earnings per diluted Class A Nonvoting Common Share to range from $4.55 to $4.85 for the year ending July 31, 2026, which represents an increase of 15.5 percent to 23.1 percent compared to GAAP earnings per diluted Class A Nonvoting Common Share of $3.94 for the year ended July 31, 2025.”
Classified from the release's primary full-year outlook statement.
Capital allocation
Paid dividends of $45.5M and announced our 40th consecutive year of dividend increases.
Event summary
Announced diluted EPS guidance for the year ending July 31, 2026 at a range of $4.55 to $4.85 on a GAAP basis, and a range of $4.85 to $5.15 on an adjusted basis
Based on: Earnings release + Q3 2025 deck + parent 8-K + 10-Q — transcript not held
Guidance & outlook
Direction: Raised
Revenue: “htm FOURTH QUARTER FISCAL 2025 PRESS RELEASE Document EXHIBIT 99.1 For More Information Investor contact Ann Thornton 414-438-6887 Media contact Kate Venne 414-358-5176 Brady Corporation Reports Record Adjusted EPS in its Fiscal 2025 Fourth Quarter and Announces its Fiscal 2026 EPS Guidance Sales for the quarter increased 15.7 percent.”
Company outlook: “Fiscal 2026 Guidance The Company expects GAAP earnings per diluted Class A Nonvoting Common Share to range from $4.55 to $4.85 for the year ending July 31, 2026, which represents an increase of 15.5 percent to 23.1 percent compared to GAAP earnings per diluted Class A Nonvoting Common Share of $3.94 for the year ended July 31, 2025.”
Revenue — Raised (“increased”)
“htm FOURTH QUARTER FISCAL 2025 PRESS RELEASE Document EXHIBIT 99.1 For More Information Investor contact Ann Thornton 414-438-6887 Media contact Kate Venne 414-358-5176 Brady Corporation Reports Record Adjusted EPS in its Fiscal 2025 Fourth Quarter and Announces its Fiscal 2026 EPS Guidance Sales for the quarter increased 15.7 percent.”
Company outlook — Raised (“increase”)
“Fiscal 2026 Guidance The Company expects GAAP earnings per diluted Class A Nonvoting Common Share to range from $4.55 to $4.85 for the year ending July 31, 2026, which represents an increase of 15.5 percent to 23.1 percent compared to GAAP earnings per diluted Class A Nonvoting Common Share of $3.94 for the year ended July 31, 2025.”
Classified from the release's primary full-year outlook statement.
Capital allocation
Paid dividends of $45.5M and announced our 40th consecutive year of dividend increases.
SEC original ↗Brady Corp — Presentation / slide deck (8-K exhibit)EX-99Sep 4, 2025
Returning Funds to our Shareholders: In F 25, we returned a total of $96.4M to our shareholders in the form of dividends and share buybacks.
SEC original ↗Brady Corp — Presentation / slide deck (8-K exhibit)EX-99Sep 4, 2025
Dividends Increased our annual dividend for the 40th consecutive year.
SEC original ↗Brady Corp — Presentation / slide deck (8-K exhibit)EX-99Sep 4, 2025
Share Buybacks Repurchased 733k shares in Q4 F 25 for $50.9M (average price of $69.32/share).
SEC original ↗Brady Corp — Presentation / slide deck (8-K exhibit)EX-99Sep 4, 2025
Returned $96.4 million to shareholders in fiscal 2025 in the form of dividends and share repurchases.
SEC original ↗Brady Corp — Earnings release (8-K exhibit)EX-99Sep 4, 2025
Our balance sheet is strong and we closed the fiscal year in a net cash position, which provides us with the flexibility to fund our anticipated organic and inorganic opportunities, and to return funds to our shareholders through dividends and share buybacks, said Brady s Chief Financial Officer, Ann Thornton.
SEC original ↗Brady Corp — Earnings release (8-K exhibit)EX-99Sep 4, 2025
Strategy & priorities
These forward-looking statements relate to, among other things, the Company's future financial position, business strategy, targets, projected sales, costs, earnings, capital expenditures, debt levels and cash flows, and plans and objectives of management for future operations.
SEC original ↗Brady Corp — Earnings release (8-K exhibit)EX-99Sep 4, 2025
For Brady, uncertainties arise from increased cost of materials, labor, material shortages and supply chain disruptions, including as a result of tariffs or other impacts of the global trade environment decreased demand for our products our ability to compete effectively or to successfully execute our strategy our ability to develop technologically advanced products that meet customer demands Brady s ability to identify, integrate and grow acquired companies, and to manage contingent liabilities from divested businesses difficulties in protecting our websites, networks, and systems against security breaches extensive regulations by U.
SEC original ↗Brady Corp — Earnings release (8-K exhibit)EX-99Sep 4, 2025
These forward-looking statements relate to, among other things, the Company's future financial position, business strategy, targets, projected sales, costs, income, capital expenditures, debt levels and cash flows, and plans and objectives of management for future operations.
SEC original ↗Brady Corp — Presentation / slide deck (8-K exhibit)EX-99Sep 4, 2025
For Brady, uncertainties arise from: increased cost of materials, labor, material shortages and supply chain disruptions, including as a result of tariffs or other impacts of the global trade environment; decreased demand for our products; our ability to compete effectively or to successfully execute our strategy; our ability to develop technologically advanced products that meet customer demands; Brady s ability to identify, integrate, and grow acquired companies, and to manage contingent liabilities from divested businesses; difficulties in protecting our websites, networks and systems against security breaches; extensive regulations by U.
SEC original ↗Brady Corp — Presentation / slide deck (8-K exhibit)EX-99Sep 4, 2025
Balance sheet provides flexibility for future organic investments and strategic M&A.
SEC original ↗Brady Corp — Presentation / slide deck (8-K exhibit)EX-99Sep 4, 2025
Risks & headwinds
For Brady, uncertainties arise from: increased cost of materials, labor, material shortages and supply chain disruptions, including as a result of tariffs or other impacts of the global trade environment; decreased demand for our products; our ability to compete effectively or to successfully execute our strategy; our ability to develop technologically advanced products that meet customer demands; Brady s ability to identify, integrate, and grow acquired companies, and to manage contingent liabilities from divested businesses; difficulties in protecting our websites, networks and systems against security breaches; extensive regulations by U.
SEC original ↗Brady Corp — Presentation / slide deck (8-K exhibit)EX-99Sep 4, 2025
For Brady, uncertainties arise from increased cost of materials, labor, material shortages and supply chain disruptions, including as a result of tariffs or other impacts of the global trade environment decreased demand for our products our ability to compete effectively or to successfully execute our strategy our ability to develop technologically advanced products that meet customer demands Brady s ability to identify, integrate and grow acquired companies, and to manage contingent liabilities from divested businesses difficulties in protecting our websites, networks, and systems against security breaches extensive regulations by U.
SEC original ↗Brady Corp — Earnings release (8-K exhibit)EX-99Sep 4, 2025
These uncertainties may cause Brady's actual future results to be materially different than those expressed in its forward-looking statements.
SEC original ↗Brady Corp — Earnings release (8-K exhibit)EX-99Sep 4, 2025
These uncertainties may cause Brady's actual future results to be materially different than those expressed in its forward- looking statements.
SEC original ↗Brady Corp — Presentation / slide deck (8-K exhibit)EX-99Sep 4, 2025
Legal Proceedings 27 Item 1A.
SEC original ↗Brady Corp — 10-Q Quarterly report10-QMay 18, 2026
Due to the inherent uncertainty involved in making estimates, actual results in future periods may differ from the estimates.
SEC original ↗Brady Corp — 10-Q Quarterly report10-QMay 18, 2026
Earnings deck slides
0 decks with slide viewBrady Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Brady Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Brady Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Brady Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Brady Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Brady Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Brady Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Brady Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
30 documents- Q3 2026
- 8-K/ABRC
Oct 16, 2026
- Q2 2026
- 10-KBRC
Sep 3, 2026
- 8-KBRC
Sep 3, 2026
- 8-KBRC
Aug 6, 2026
- Q1 2026
- 8-KBRC
Jun 18, 2026
- 8-KBRC
Jun 11, 2026
- 10-QBRC
May 18, 2026
- 8-KBRC
May 18, 2026
- 8-KBRC
May 8, 2026
- 8-KBRC
Apr 21, 2026
- Q4 2025
- 8-KBRC
Mar 20, 2026
- 10-QBRC
Feb 19, 2026
- 8-KBRC
Feb 19, 2026
- Q3 2025
- 8-KBRC
Dec 3, 2025
- 10-QBRC
Nov 17, 2025
- 8-KBRC
Nov 17, 2025
- Q2 2025
- 8-KBRC
Sep 19, 2025
- 8-KBRC
Sep 4, 2025
- 10-KBRC
Sep 4, 2025
- Q1 2025
- 8-KBRC
May 16, 2025
- 10-QBRC
May 16, 2025
- Q4 2024
- 8-KBRC
Feb 28, 2025
- 8-KBRC
Feb 21, 2025
- 10-QBRC
Feb 21, 2025
- Q3 2024
- 8-KBRC
Dec 4, 2024
- 8-KBRC
Nov 18, 2024
- 10-QBRC
Nov 18, 2024
- 8-KBRC
Oct 11, 2024
- Q2 2024
- 8-KBRC
Sep 10, 2024
- 10-KBRC
Sep 6, 2024
Earnings releases
16 documents- Q3 2026
- EX-99BRC
Oct 16, 2026
- EX-99BRC
Oct 16, 2026
- EX-99BRC
Oct 16, 2026
- Q2 2026
- EX-99BRC
Sep 3, 2026
- EX-99BRC
Sep 3, 2026
- EX-99BRC
Aug 6, 2026
- Q1 2026
- EX-99BRC
Jun 11, 2026
- EX-99BRC
May 18, 2026
- EX-99BRC
Apr 21, 2026
- Q4 2025
- EX-99BRC
Feb 19, 2026
- Q3 2025
- EX-99BRC
Nov 17, 2025
- Q2 2025
- EX-99BRC
Sep 4, 2025
- EX-99BRC
Sep 4, 2025
- Q1 2025
- EX-99BRC
May 16, 2025
- Q4 2024
- EX-99BRC
Feb 21, 2025
- Q3 2024
- EX-99BRC
Nov 18, 2024
Presentations
8 documents
Transcripts
0 documentsNo transcripts for Brady Corp are held in this edition of the library.
Mentioned by
3 companiesOther tracked companies whose held documents mention Brady Corp by name or ticker. A mention is counted once per document, from the document text the library holds.
“y is refining its guidance and now expects 2026 n et sales of $3.57… …supply chain.” said Brady Ericson, President and Chief Executive Officer of PHINIA. Balance Sheet and Cash Flow: The Company ended the quarter with cash and cash equivalents of $37”
Heritage Insurance Holdings, Inc. (HRTG)
“ Announced agreement to acquire Zephyr Insurance Company; completed acquisition of BRC Restoration Specialists Bruce Lucas, the Companys Chairman and CEO, said, We posted another… … Weighted average shares outsta”
“maintain mid-teen margins in a weaker environment. With respect to the Company’s outlook, Brady Murphy, further stated, “In the second quarter, we expect to see the full benefit of our European… …technology and automation plus cost reductions offset ”
See also the earnings calendar for every tracked company’s next earnings date.