Graco (GGG) Q2 FY26 earnings call

Graco delivered record second-quarter results, driven by broad-based growth across all segments and significant margin expansion. The company is encouraged by improving trends, particularly in the Contractor segment and strong semiconductor demand, leading to a maintained full-year outlook and the initiation of quarterly revenue guidance for Q3. Strategic capital allocation, including a significant acquisition and opportunistic share repurchases, underscores confidence in long-term value creation.