Jul 2026 (Q4 FY26) — Sep 3, 2026
Brady Corporation Q4 FY26 — Record Performance and Transformative Acquisition
Read the full callBrady (BRC) earnings
- Jul 2026
- Jul 2026 (Q4 FY26)
- Jul 2026
Brady earnings: last reported Thu, 3 Sep 2026, for the quarter ended Jul 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 437 | +10.0% YoY | Quarterly, as filed | Quarter to Jul 2026 | Revenue from operations as filed. |
| Operating margin | 13.8 | −1.2 pts YoY | Operating profit / revenue | Quarter to Jul 2026 | For the quarter; a change is in percentage points. |
| Net profit | 45.6 | −8.6% YoY | Quarterly, as filed | Quarter to Jul 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
3 of 6 judged targets kept · 22 open · verdicts reflect calls analysed to Jul 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Incremental tariff impact | approximately $8 million | Oct 2025 | One favorable item in the fourth quarter of this year was our tariff refund, which benefited our gross profit margin by approximately $4 million, which was net of incremental tariffs incurred. | Achieved |
| Capital expenditures | approximately $40 million | Oct 2025 | A couple of items that came into the current year that we just reported are our CAPEX coming in at $51.5 million for the full year, includes a build-out of our headquarters facility, which was an incremental $12 million or $13 million of additional CAPEX as we added some capacity, added some automation. | Missed |
| Adjusted diluted EPS | $6.25 to $6.75 | Jul 2026 | On a combined basis, we expect Brady to deliver $6.25 to $6.75 of adjusted diluted EPS | New |
3 of BRADY CORP's 28 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 25 more targets are in the full ledger.
Claimed
- Record high revenue and adjusted EPS in FY26, marking the sixth consecutive record earnings year.
- Organic sales grew 8.4% in Q4 FY26, contributing to 10% total sales growth for the quarter and full year.
- Adjusted diluted EPS increased 17.5% to $1.48 in Q4 FY26 compared to $1.26 last year.
- Operating cash flow increased 35.8% to $79.2 million in Q4 FY26 and nearly 35% for the full fiscal year.
- Net cash position of $172.2 million at July 31st, more than double from a year ago.
Qualified
- Europe and Australia region organic sales growth was 2.1% in Q4 FY26, indicating a softer macro environment.
- Rising input costs, including electronics, memory, and diesel prices, are impacting the business.
- IPS acquisition accretion is expected to be weighted toward the second half of FY27 due to early integration stages.
Price
$81.82 −0.13% · −$0.11
Performance +8.5% 1Y
1Y: $75.43 on 17 Oct 2025 → $81.82. High $98.24 (6 Aug 2026), low $70.96 (15 May 2026).
- Previous close
- $81.93
- 52-week range
- $70.96 – $98.24
- One year
- +7.57%
Overview
- Symbol
- BRC
- Sector
- Industrials
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
3 of 6 judged targets kept · 22 open · verdicts reflect calls analysed to Jul 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Incremental tariff impact | approximately $8 million | Oct 2025 | One favorable item in the fourth quarter of this year was our tariff refund, which benefited our gross profit margin by approximately $4 million, which was net of incremental tariffs incurred. | Achieved |
| Capital expenditures | approximately $40 million | Oct 2025 | A couple of items that came into the current year that we just reported are our CAPEX coming in at $51.5 million for the full year, includes a build-out of our headquarters facility, which was an incremental $12 million or $13 million of additional CAPEX as we added some capacity, added some automation. | Missed |
| Adjusted diluted EPS | $6.25 to $6.75 | Jul 2026 | On a combined basis, we expect Brady to deliver $6.25 to $6.75 of adjusted diluted EPS | New |
Claimed
- Record high revenue and adjusted EPS in FY26, marking the sixth consecutive record earnings year.
- Organic sales grew 8.4% in Q4 FY26, contributing to 10% total sales growth for the quarter and full year.
- Adjusted diluted EPS increased 17.5% to $1.48 in Q4 FY26 compared to $1.26 last year.
- Operating cash flow increased 35.8% to $79.2 million in Q4 FY26 and nearly 35% for the full fiscal year.
- Net cash position of $172.2 million at July 31st, more than double from a year ago.
Qualified
- Europe and Australia region organic sales growth was 2.1% in Q4 FY26, indicating a softer macro environment.
- Rising input costs, including electronics, memory, and diesel prices, are impacting the business.
- IPS acquisition accretion is expected to be weighted toward the second half of FY27 due to early integration stages.
The full ledger
Open BRADY CORP’s full ledger
A free account opens 5 company ledgers a month. All 28 tracked commitments, with each call’s wording and source.
Call summaries
Apr 2026 (Q3 FY26) — May 18, 2026
Brady Corporation Q3 FY26 — Record EPS and Strong Organic Growth
Read the full callEvery analysed call
Brady earnings calls (BRC)
Financials
What the filings say
Net profit, year on year: −9% (quarter to jul 2026 against jul 2025).
| Line item | Oct 2024 | Jan 2025 | Apr 2025 | Jul 2025 | Oct 2025 | Jan 2026 | Apr 2026 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 377 | 357 | 383 | 397 | 405 | 384 | 435 | 437 |
| Operating profit | 59 | 51 | 67 | 59 | 68 | 62 | 73 | 60 |
| Operating margin | 15.6% | 14.4% | 17.6% | 14.9% | 16.8% | 16.2% | 16.8% | 13.8% |
| Interest | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 6 |
| Profit before tax | 59 | 52 | 66 | 61 | 68 | 62 | 73 | 56 |
| Tax rate | 20.4% | 22.5% | 20.5% | 17.6% | 21.2% | 22.5% | 21.2% | 17.9% |
| Net profit | 47 | 40 | 52 | 50 | 54 | 48 | 58 | 46 |
| Line item | Jul 2019 | Jul 2020 | Jul 2021 | Jul 2022 | Jul 2023 | Jul 2024 | Jul 2025 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Reserves | 638 | 704 | 788 | 892 | 1,022 | 1,174 | 1,318 | 1,477 |
| Total liabilities | 307 | 279 | 415 | 456 | 398 | 449 | 542 | 494 |
| Fixed assets | 110 | 115 | 122 | 140 | 142 | 196 | 226 | 254 |
| Total assets | 1,157 | 1,142 | 1,378 | 1,367 | 1,389 | 1,516 | 1,734 | 1,852 |
| Line item | Jul 2019 | Jul 2020 | Jul 2021 | Jul 2022 | Jul 2023 | Jul 2024 | Jul 2025 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 162 | 141 | 206 | 118 | 209 | 255 | 181 | 244 |
| Cash from investing | -34 | -36 | -269 | -43 | -11 | -81 | -171 | -59 |
| Cash from financing | -28 | -164 | -12 | -102 | -164 | -71 | -84 | -177 |
| Net cash flow | 98 | -61 | -70 | -33 | 37 | 99 | -76 | 13 |
| Capital expenditure | -33 | -27 | -27 | -43 | -19 | -80 | -28 | -51 |
| Free cash flow | 129 | 114 | 178 | 75 | 190 | 175 | 154 | 193 |
BRC revenue by segment
Europe Australia shrank from 35% to 32% of revenue over the last two years.
| Segment | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | Q4 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Americas Asia | 65% | 66% | 66% | 66% | 66% | 66% | 67% | 68% | +13.5% |
| Europe Australia | 35% | 34% | 34% | 34% | 34% | 35% | 33% | 32% | +3.2% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Revenue by region
Q4 FY2026 · share of revenue
- Americas 58% ↑ 2 pt
- Europe 28% ↓ 2 pt
- Asia Pacific 9% ↑ 1 pt
- AU 4%
As BRC cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
57 filings between Nov 19, 2025 and Oct 9, 2026.
Open market
decisions to buy or sellPurchases
$1.00M
1 purchase by 1 insider
Sales
$6.75M
15 sales by 7 insiders
Compensation
not trading decisions- 25
- Award — granted as compensation
- 8
- Option exercise — converted options into shares
- 8
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| BRUNO ELIZABETH P | — | $1.77M | Nov 19, 2025 |
| Shaller Russell | — | $1.39M | Nov 25, 2025 |
| Wilms Brett | — | $1.11M | Dec 10, 2025 |
| DeBruine Thomas F | — | $1.06M | Oct 6, 2026 |
| Gorman Andrew | — | $1.00M | Nov 25, 2025 |
| Nargolwala Vineet A | $1.00M | — | Jun 10, 2026 |
| Thornton Ann | — | $334.4K | Dec 19, 2025 |
| RICHARDSON BRADLEY C | — | $78.3K | Nov 21, 2025 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 9, 2026 | ALLENDER PATRICK W Director | Award | 287 | $24.5K |
| Oct 6, 2026 | DeBruine Thomas F Chief Operating Officer | Sale | 1,569 | $133.4K |
| Oct 2, 2026 | BRUNO ELIZABETH P Director | Award | 1,878 | $160.0K |
| Oct 2, 2026 | DeBruine Thomas F Chief Operating Officer | Tax withheld | 1,388 | $118.3K |
| Oct 2, 2026 | Thornton Ann CFO and Treasurer | Tax withheld | 2,655 | $226.2K |
| Oct 2, 2026 | RICHARDSON BRADLEY C Director | Award | 1,878 | $160.0K |
| Oct 2, 2026 | Gorman Andrew General Counsel&Corp Secretary | Tax withheld | 1,217 | $103.7K |
| Oct 2, 2026 | Gorman Andrew General Counsel&Corp Secretary | Award | 2,935 | $0 |
| Oct 2, 2026 | Bem David Stanley Director | Award | 1,878 | $160.0K |
| Oct 2, 2026 | Thornton Ann CFO and Treasurer | Award | 5,282 | $0 |
| Oct 2, 2026 | Williams Michelle Elizabeth Director | Award | 1,878 | $160.0K |
| Oct 2, 2026 | Collins Smee Joanne Director | Award | 1,878 | $160.0K |
| Oct 2, 2026 | DeBruine Thomas F Chief Operating Officer | Award | 3,815 | $0 |
| Oct 2, 2026 | Bojarski Olivier Group President | Tax withheld | 2,613 | $222.6K |
| Oct 2, 2026 | Barker David John Group President | Award | 5,869 | $0 |
| Oct 2, 2026 | Bojarski Olivier Group President | Award | 5,869 | $0 |
| Sep 29, 2026 | ALLENDER PATRICK W Director | Award | 1,878 | $160.0K |
| Sep 18, 2026 | DeBruine Thomas F Chief Operating Officer | Sale | 5,739 | $482.1K |
| Sep 1, 2026 | Bojarski Olivier President Americas & Asia | Award | 11,666 | $0 |
| Sep 1, 2026 | DeBruine Thomas F Chief Operating Officer | Award | 3,765 | $0 |
| Sep 1, 2026 | Bojarski Olivier President Americas & Asia | Tax withheld | 5,483 | $497.3K |
| Sep 1, 2026 | Gorman Andrew General Counsel&Corp Secretary | Award | 5,389 | $0 |
| Sep 1, 2026 | Gorman Andrew General Counsel&Corp Secretary | Tax withheld | 2,532 | $229.6K |
| Sep 1, 2026 | Thornton Ann CFO and Treasurer | Award | 11,545 | $0 |
| Sep 1, 2026 | DeBruine Thomas F Chief Operating Officer | Tax withheld | 1,769 | $160.4K |
| Sep 1, 2026 | Thornton Ann CFO and Treasurer | Tax withheld | 5,426 | $492.1K |
| Aug 3, 2026 | DeBruine Thomas F Chief Operating Officer | Award | 1,053 | $0 |
| Aug 3, 2026 | Thornton Ann CFO and Treasurer | Award | 1,579 | $0 |
| Aug 3, 2026 | Gorman Andrew General Counsel&Corp Secretary | Award | 1,053 | $0 |
| Jul 2, 2026 | ALLENDER PATRICK W Director | Award | 267 | $24.5K |
| Jun 10, 2026 | Nargolwala Vineet A President & CEO | Award | 25,684 | $0 |
| Jun 10, 2026 | Nargolwala Vineet A President & CEO | Purchase | 13,011 | $1.00M |
| Jun 8, 2026 | Bojarski Olivier President Americas & Asia | Award | 15,506 | $0 |
| Jun 8, 2026 | Nargolwala Vineet A President & CEO | Award | 39,698 | $0 |
| Apr 6, 2026 | ALLENDER PATRICK W Director | Award | 304 | $24.4K |
| Jan 9, 2026 | ALLENDER PATRICK W Director | Award | 296 | $24.3K |
| Jan 5, 2026 | DeBruine Thomas F Chief Operating Officer | Sale | 5,538 | $448.6K |
| Dec 19, 2025 | Thornton Ann CFO and Treasurer | Sale | 4,080 | $334.4K |
| Dec 19, 2025 | Thornton Ann CFO and Treasurer | Option exercise | 4,080 | $143.4K |
| Dec 10, 2025 | Wilms Brett President - EMEA & Australia | Sale | 3,791 | $296.2K |
| Dec 10, 2025 | Wilms Brett President - EMEA & Australia | Option exercise | 3,791 | $164.9K |
| Nov 25, 2025 | Gorman Andrew General Counsel&Corp Secretary | Option exercise | 6,469 | $322.1K |
| Nov 25, 2025 | Shaller Russell President & CEO | Sale | 17,130 | $1.39M |
| Nov 25, 2025 | Gorman Andrew General Counsel&Corp Secretary | Sale | 6,059 | $484.8K |
| Nov 25, 2025 | Gorman Andrew General Counsel&Corp Secretary | Option exercise | 6,059 | $263.6K |
| Nov 25, 2025 | Gorman Andrew General Counsel&Corp Secretary | Sale | 6,469 | $517.6K |
| Nov 21, 2025 | RICHARDSON BRADLEY C Director | Sale | 1,000 | $78.3K |
| Nov 19, 2025 | Wilms Brett President - EMEA & Australia | Sale | 2,882 | $215.5K |
| Nov 19, 2025 | Wilms Brett President - EMEA & Australia | Option exercise | 2,882 | $155.8K |
| Nov 19, 2025 | Wilms Brett President - EMEA & Australia | Sale | 1,183 | $88.5K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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