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Brady (BRC) investor relations material
Brady Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Organic sales grew 2.8% year-over-year in Q1 and 2.6% for the full year, with total sales up 7.5% in Q1 and 15.7% in Q4 F'25, driven by acquisitions and favorable currency translation.
Adjusted Diluted EPS reached $1.21 in Q1 (up 8%) and $4.60 for F'25 (up 9%), marking the fifth consecutive year of record results.
Net income increased 15.3% to $53.9M in Q1, with strong performance in Americas & Asia and improved cost efficiencies in Europe & Australia.
New product launches, including the BradyScan app, and increased R&D investment are driving innovation and future growth.
Returned $96.4M to shareholders in F'25 through dividends and share buybacks, including a 40th consecutive year of dividend increases.
Financial highlights
F'25 revenue was $1,514M, with organic growth of 2.6% and acquisitions contributing 10.5%; Q1 sales rose 7.5%: 2.8% organic, 3.2% from acquisitions, 1.5% from currency.
Gross profit margin was 51.5% in Q1, up from 50.3% last year; F'25 margin was 50.1%, with Q4 at 50.4%.
Adjusted Diluted EPS for F'25 was $4.60, up from $4.22; GAAP EPS was $3.94, down from $4.07.
Operating cash flow rose 42.5% to $33.4M in Q1; F'25 operating cash flow was $181.2M, with free cash flow of $153.6M.
Net cash position at year-end was $74.5M after $144.5M in acquisitions; Q1 net cash was $66.8M.
Outlook and guidance
F'26 Adjusted Diluted EPS guidance is $4.90–$5.15, with GAAP EPS guidance at $4.57–$4.85, reflecting acquisition amortization.
Expecting low single-digit organic sales growth and segment profit growth in both Americas & Asia and Europe & Australia.
Guidance assumes a 21% tax rate, $44M depreciation/amortization, and $40M capex.
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