Q3 2026 Brady Corp Earnings Call Transcript

May 18, 2026 / 02:30 PM GMT

Release Date Price: $84.43 (+18.98%)

Transcript 10-Q8-K

Key Points

Positve

Brady Corp (BRC) reported a record-high adjusted earnings per share of $1.50, marking a 23% increase compared to the previous year.
Organic sales grew by 8.2%, with significant contributions from both the Americas and Asia regions.
The company achieved a gross profit margin of nearly 52%, benefiting from cost reduction actions taken in the previous year.
Brady Corp (BRC) announced the acquisition of Honeywell's Productivity Solutions and Services business, expected to double the markets they can serve.
The i4311 portable printer, launched in February, exceeded sales expectations and received positive customer feedback.

Negative

SG&A expenses increased to $128.7 million, up from $108.7 million in the same quarter last year.
The company faces potential risks from the strengthening of the U.S. dollar and inflationary pressures.
There were concerns about the timing of board member resignations, which coincided with a stock price drop.
The PSS business, part of the recent acquisition, experienced a slight sales decline of just under 2% in 2025.
The integration of the PSS business will require significant board involvement, which has been challenging for some board members.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BRC.N - Brady Corp
Q3 2026 Brady Corp Earnings Call
May 18, 2026 / 02:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good day, and thank you for standing by. Welcome to the Brady Corporation Third Quarter 2026 Earnings Conference Call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you'll need to press *11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press *11 again. Please be advised that today's conference is being recorded. I'd now like to hand the call over to Anne Thornton, Chief Financial Officer. Please go ahead.

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Unidentified_2 [2]
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