Graco (GGG) Q3 FY26 earnings call

Graco delivered record Q3 sales driven by broad-based organic growth and strong order activity, while also securing a strategic technology licensing agreement with ABB for its ETM direct drive motor technology in the rapidly expanding data center market. Despite a slight revenue miss against guidance due to project timing in the Industrial segment and some margin compression from mix, the company maintains a positive net cash position and continues to invest in strategic growth and shareholder returns.