Brady Earnings Calls
| Release date | May 18, 2026 |
| EPS estimate | $1.35 |
| EPS actual | $1.50 |
| EPS Surprise | 11.11% |
| Revenue estimate | 406.074M |
| Revenue actual | 435.237M |
| Revenue Surprise | 7.18% |
| Release date | Feb 19, 2026 |
| EPS estimate | $1.09 |
| EPS actual | $1.09 |
| Revenue estimate | 378.692M |
| Revenue actual | 384.137M |
| Revenue Surprise | 1.44% |
| Release date | Nov 17, 2025 |
| EPS estimate | $1.19 |
| EPS actual | $1.21 |
| EPS Surprise | 1.68% |
| Revenue estimate | 395.01M |
| Revenue actual | 405.287M |
| Revenue Surprise | 2.60% |
| Release date | Sep 04, 2025 |
| EPS estimate | $1.17 |
| EPS actual | $1.26 |
| EPS Surprise | 7.69% |
| Revenue estimate | 392.422M |
| Revenue actual | 397.275M |
| Revenue Surprise | 1.24% |
Last 4 Quarters for Brady
Below you can see how BRC performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Sep 04, 2025 |
| Price on release | $82.75 |
| EPS estimate | $1.17 |
| EPS actual | $1.26 |
| EPS surprise | 7.69% |
| Date | Price |
|---|---|
| Aug 28, 2025 | $77.59 |
| Aug 29, 2025 | $78.08 |
| Sep 02, 2025 | $77.79 |
| Sep 03, 2025 | $77.70 |
| Sep 04, 2025 | $82.75 |
| Sep 05, 2025 | $81.96 |
| Sep 08, 2025 | $80.40 |
| Sep 09, 2025 | $78.53 |
| Sep 10, 2025 | $78.33 |
| 4 days before | 6.65% |
| 4 days after | -5.34% |
| On release day | -0.95% |
| Change in period | 0.95% |
| Release date | Nov 17, 2025 |
| Price on release | $73.11 |
| EPS estimate | $1.19 |
| EPS actual | $1.21 |
| EPS surprise | 1.68% |
| Date | Price |
|---|---|
| Nov 11, 2025 | $75.47 |
| Nov 12, 2025 | $76.00 |
| Nov 13, 2025 | $75.25 |
| Nov 14, 2025 | $74.88 |
| Nov 17, 2025 | $73.11 |
| Nov 18, 2025 | $75.22 |
| Nov 19, 2025 | $76.65 |
| Nov 20, 2025 | $77.09 |
| Nov 21, 2025 | $77.72 |
| 4 days before | -3.13% |
| 4 days after | 6.31% |
| On release day | 2.89% |
| Change in period | 2.98% |
| Release date | Feb 19, 2026 |
| Price on release | $93.18 |
| EPS estimate | $1.09 |
| EPS actual | $1.09 |
| Date | Price |
|---|---|
| Feb 12, 2026 | $96.21 |
| Feb 13, 2026 | $96.33 |
| Feb 17, 2026 | $95.51 |
| Feb 18, 2026 | $95.26 |
| Feb 19, 2026 | $93.18 |
| Feb 20, 2026 | $89.31 |
| Feb 23, 2026 | $91.55 |
| Feb 24, 2026 | $92.99 |
| Feb 25, 2026 | $91.77 |
| 4 days before | -3.15% |
| 4 days after | -1.51% |
| On release day | -4.15% |
| Change in period | -4.61% |
| Release date | May 18, 2026 |
| Price on release | $84.43 |
| EPS estimate | $1.35 |
| EPS actual | $1.50 |
| EPS surprise | 11.11% |
| Date | Price |
|---|---|
| May 12, 2026 | $74.93 |
| May 13, 2026 | $73.24 |
| May 14, 2026 | $71.14 |
| May 15, 2026 | $70.96 |
| May 18, 2026 | $84.43 |
| May 19, 2026 | $85.54 |
| May 20, 2026 | $85.51 |
| May 21, 2026 | $84.56 |
| May 22, 2026 | $87.52 |
| 4 days before | 12.68% |
| 4 days after | 3.66% |
| On release day | 1.31% |
| Change in period | 16.80% |
Brady Earnings Call Transcript Summary of Q2 2026
Brady Corporation reported solid fiscal 2026 second-quarter results, marking its 20th consecutive quarter of organic sales growth. Organic sales rose 1.6% (with the Americas and Asia up 3.1%, Europe & Australia down 1.1%), while total sales grew 7.7% including acquisitions and FX. Gross margin improved to 50.6% and adjusted diluted EPS grew ~9% year-over-year. The company significantly increased R&D investment (nearly 30% in the quarter; ~6% of sales year-to-date) to support new products (notably the i4311 transportable industrial label printer) and hired a new CTO. Cash generation was strong (operating cash flow +34.7% YoY; free cash flow +30.5% YoY) and Brady ended the quarter in a net cash position of $97.8M. Management raised the bottom end of fiscal 2026 EPS guidance (adjusted diluted EPS range revised to $4.95–$5.15) and reiterated a disciplined capital allocation strategy—funding organic growth, M&A, dividends (40th consecutive annual increase), and share buybacks. Regional notes: Americas growth softened (Americas-only organic ~1.4%) with recovery tied to U.S. manufacturing utilization; Asia was the principal growth driver (Asia organic +14.2%, led by India); Europe remains weak but margins improved due to prior cost actions. Near-term risks cited include FX, inflation, tariffs, and softness in European manufacturing.
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