Graco (GGG) earnings

Results to: Sep 2026
Latest analysed call: Sep 2026 (Q3 FY26)
Balance sheet to: Dec 2025

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Graco earnings: last reported Thu, 22 Oct 2026, for the quarter ended Sep 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	586 $ million	+7.9% YoY	Quarterly, as filed	Quarter to Sep 2026	Revenue from operations as filed.
Operating margin	25.3 %	−5.1 pts YoY	Operating profit / revenue	Quarter to Sep 2026	For the quarter; a change is in percentage points.
Net profit	122 $ million	−11.7% YoY	Quarterly, as filed	Quarter to Sep 2026	Profit after tax as filed.

Source: Inve data from filed results (SEC filings) · to Sep 2026

Price

$66.99 −3.31% · −$2.29

Last close Oct 23, 2026 · US · USD · Source: Inve

Performance −17.9% 1Y

1Y: $81.61 on 22 Oct 2025 → $66.99. High $94.82 (2 Mar 2026), low $66.99 (23 Oct 2026).

Previous close: $69.28
52-week range: $66.99 – $94.82
One year: −17.97%

Overview

Symbol: GGG
Sector: Industrials
Exchange: US
Currency: USD

Financials

What the filings say

Net profit, year on year: −12% (quarter to sep 2026 against sep 2025).

In $ million. Oldest period first.

Line item	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026	Sep 2026
Sales	549	528	572	543	593	540	591	586
Operating profit	130	144	157	165	159	138	175	148
Operating margin	23.7%	27.3%	27.5%	30.3%	26.7%	25.5%	29.6%	25.3%
Interest	1	1	1	1	1	1	1	1
Profit before tax	132	151	158	168	163	140	181	152
Tax rate	17.9%	18.1%	19.3%	18.3%	18.8%	15.4%	20.1%	20.2%
Net profit	109	124	128	138	132	119	145	122
EPS ($ per share)	—	0.74	0.77	0.83	—	0.72	0.89	0.75

Source: Inve data · income statement, quarterly · to Sept 2026

In $ million. Oldest period first.

Line item	Dec 2018	Dec 2019	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024	Dec 2025
Equity capital	165	167	169	170	168	168	169	165
Reserves	221	449	568	877	977	1,228	1,509	1,457
Total liabilities	721	667	704	734	579	498	555	620
Fixed assets	229	326	351	451	608	742	772	755
Total assets	1,473	1,692	1,988	2,443	2,439	2,722	3,139	3,274

Source: Inve data · balance sheet · to Dec 2025

In $ million. Oldest period first.

Line item	Dec 2018	Dec 2019	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024	Dec 2025
Cash from operations	368	419	394	457	377	651	622	684
Cash from investing	-66	-155	-99	-153	-227	-185	-343	-173
Cash from financing	-283	-174	-139	-57	-434	-268	-140	-576
Net cash flow	19	89	158	245	-285	199	137	-51
Capital expenditure	-54	-128	-71	-134	-201	-185	-107	-46
Free cash flow	314	291	323	323	176	466	515	638

Source: Inve data · cash flow · to Dec 2025

GGG revenue by segment

Industrial grew from 30% to 45% of revenue over the last two years.

GGG revenue by business segment, share of consolidated revenue by quarter
Segment	Q4 FY2024	Q1 FY2025	Q2 FY2025	Q3 FY2025	Q4 FY2025	Q1 FY2026	Q2 FY2026	Q3 FY2026	YoY growth latest quarter
Contractor	45%	48%	51%	48%	45%	48%	51%	47%	+5.2%
Industrial	30%	44%	42%	44%	48%	45%	42%	45%	+10.9%
Expansion Markets	—	8%	7%	8%	—	7%	7%	8%	+8.0%

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

Q3 FY2026 · share of revenue

US 53% ↑ 2 pt
Non Us 47% ↓ 2 pt

As GGG cuts its regions in its filings; they can nest, so they need not add to 100%.

Insider filings

24 filings between Dec 24, 2025 and Aug 3, 2026.

Open market

decisions to buy or sell

Purchases

$99.9K

1 purchase by 1 insider

Sales

$4.03M

7 sales by 7 insiders

Compensation

not trading decisions

1: Award — granted as compensation
12: Option exercise — converted options into shares
3: Tax withheld — shares kept back by the company to cover tax

Who traded

open market only

Insider	Bought	Sold	Last filing
Merengo Claudio	—	$1.25M	Jan 30, 2026
GILLIGAN J KEVIN	—	$1.15M	Feb 3, 2026
O'Shea Peter J	—	$777.0K	Feb 2, 2026
Wordell Angela F	—	$264.0K	Feb 6, 2026
Etchart Eric	—	$257.5K	Aug 3, 2026
Schoenrock Kathryn L	—	$195.8K	Feb 2, 2026
White Timothy R	—	$133.2K	Feb 4, 2026
Simon Andrea Helen	$99.9K	—	Apr 27, 2026

Latest filings (50)

Date	Insider	What	Shares	Value
Aug 3, 2026	Etchart Eric Director	Sale	3,218	$257.5K
Aug 3, 2026	Etchart Eric Director	Option exercise	3,218	$116.1K
Apr 27, 2026	Simon Andrea Helen Director	Purchase	1,240	$99.9K
Feb 9, 2026	LOWE DAVID M CFO and Treasurer	Option exercise	3,000	$71.5K
Feb 6, 2026	Wordell Angela F EVP, Chief Op and Supply Chain	Option exercise	2,832	$85.9K
Feb 6, 2026	Wordell Angela F EVP, Chief Op and Supply Chain	Sale	2,832	$264.0K
Feb 4, 2026	White Timothy R Pres, Expansion Division	Option exercise	1,469	$35.0K
Feb 4, 2026	White Timothy R Pres, Expansion Division	Sale	1,469	$133.2K
Feb 3, 2026	GILLIGAN J KEVIN Director	Option exercise	12,870	$464.4K
Feb 3, 2026	GILLIGAN J KEVIN Director	Sale	12,870	$1.15M
Feb 2, 2026	Schoenrock Kathryn L EVP, Chief Information Officer	Option exercise	3,336	$79.6K
Feb 2, 2026	Schoenrock Kathryn L EVP, Chief Information Officer	Sale	2,223	$195.8K
Feb 2, 2026	O'Shea Peter J Pres, Global Industrial Divis	Option exercise	8,820	$210.3K
Feb 2, 2026	O'Shea Peter J Pres, Global Industrial Divis	Sale	8,820	$777.0K
Jan 30, 2026	Merengo Claudio Pres, Global Powder Division	Sale	14,410	$1.25M
Jan 30, 2026	Merengo Claudio Pres, Global Powder Division	Option exercise	14,410	$437.3K
Jan 29, 2026	SHEAHAN MARK W President and CEO	Option exercise	63,510	$1.51M
Jan 29, 2026	MORFITT MARTHA A M Director	Option exercise	18,000	$480.2K
Jan 29, 2026	MORFITT MARTHA A M Director	Tax withheld	5,531	$480.3K
Jan 29, 2026	SHEAHAN MARK W President and CEO	Tax withheld	40,219	$3.49M
Jan 29, 2026	LOWE DAVID M CFO and Treasurer	Option exercise	60,510	$1.44M
Jan 29, 2026	LOWE DAVID M CFO and Treasurer	Tax withheld	38,325	$3.33M
Jan 1, 2026	Carter Brett C Director	Award	76	$6.2K
Dec 24, 2025	White Timothy R Pres, Expansion Division	Option exercise	2,500	$59.6K
Oct 1, 2025	Carter Brett C Director	Award	73	$6.2K
Aug 22, 2025	Merengo Claudio Pres, Global Powder Division	Option exercise	9,132	$217.8K
Aug 22, 2025	Merengo Claudio Pres, Global Powder Division	Sale	9,132	$795.5K
Aug 14, 2025	Etchart Eric Director	Option exercise	6,000	$160.1K
Aug 14, 2025	Etchart Eric Director	Sale	6,000	$514.8K
Jul 1, 2025	Carter Brett C Director	Award	72	$6.2K
May 13, 2025	Thompson David J Pres, Global Contractor Divis	Option exercise	3,588	$85.6K
May 13, 2025	Thompson David J Pres, Global Contractor Divis	Sale	3,588	$309.4K
Apr 1, 2025	Carter Brett C Director	Award	74	$6.2K
Mar 28, 2025	MORFITT MARTHA A M Director	Option exercise	16,320	$392.8K
Feb 5, 2025	LOWE DAVID M CFO and Treasurer	Option exercise	47,130	$1.17M
Feb 5, 2025	LOWE DAVID M CFO and Treasurer	Tax withheld	28,394	$2.38M
Jan 17, 2025	SHEAHAN MARK W President and CEO	Option exercise	47,130	$1.17M
Jan 17, 2025	SHEAHAN MARK W President and CEO	Tax withheld	30,268	$2.58M
Jan 1, 2025	Carter Brett C Director	Award	296	$24.9K
Dec 31, 2024	JOHNSON DALE D Chief Comm Development Officer	Option exercise	25,000	$0
Dec 31, 2024	JOHNSON DALE D Chief Comm Development Officer	Tax withheld	12,300	$1.03M
Dec 3, 2024	Chambers Caroline M President, EMEA	Option exercise	8,280	$205.3K
Dec 3, 2024	Chambers Caroline M President, EMEA	Sale	8,280	$749.9K
Dec 3, 2024	O'Shea Peter J President, WW LED, Pres SCA	Option exercise	15,000	$357.7K
Dec 3, 2024	O'Shea Peter J President, WW LED, Pres SCA	Sale	15,000	$1.37M
Nov 27, 2024	Schoenrock Kathryn L EVP, Chief Information Officer	Sale	1,527	$137.9K
Nov 27, 2024	Schoenrock Kathryn L EVP, Chief Information Officer	Option exercise	2,415	$59.9K
Nov 14, 2024	Chambers Caroline M President, EMEA	Sale	12,000	$1.06M
Nov 14, 2024	O'Shea Peter J President, WW LED, Pres SCA	Option exercise	18,075	$448.1K
Nov 14, 2024	O'Shea Peter J President, WW LED, Pres SCA	Sale	18,075	$1.60M

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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