Q2 2025 Brady Corp Earnings Call Transcript

Feb 21, 2025 / 03:30PM GMT

Release Date Price: $69.54 (-6.76%)

Transcript 10-Q8-K

Key Points

Positve

Brady Corp (BRC) reported a 2.6% organic sales growth and a 10.2% increase in sales from acquisitions.
Adjusted earnings per share grew by 7.5% in the quarter.
The Americas and Asia regions showed strong performance with 4.3% organic sales growth and 12% adjusted operating income growth.
The launch of the I-7500 industrial label printer is expected to enhance efficiency and expand market reach.
Increased investment in research and development by 11.2% demonstrates commitment to innovation and long-term growth.

Negative

Europe and Australia regions faced challenges, with a slight organic sales decline of 0.8%.
Facility closures in Beijing and Buffalo resulted in $5.7 million in reorganization costs.
Gross profit margin decreased from 50.2% to 49.3% compared to the previous year.
Foreign currency translation negatively impacted sales by 2.2%.
The economic slowdown in China and Europe poses ongoing challenges to growth.

Operator

Good day and thank you for standing by. Welcome to the Q2 2025 Brady Corporation Earnings Conference Call. (Operator instructions)

I'd like to hand the conference over to your speaker today, Ann Thornton, CFO.

Ann Thornton

Brady Corp - Chief Financial Officer, Chief Accounting Officer, Treasurer

Thank you. Good morning and welcome to the Brady Corporation fiscal 2025 second quarter earnings conference call. The slides for this morning's call are located on our website at www.bradyid.com/investors. We will begin our prepared remarks on slide number 3.

Please note that during this call, we may make comments about forward-looking information. Words such as expect, will, may, believe, forecast, and anticipate are just a few examples of words identifying a forward-looking statement. It's important to note that forward-looking information is subject to various risk factors and uncertainties which could significantly impact expected results.

Risk factors were noted

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.