BRC - Brady Corporation Stock Analysis | Stock Taper
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Brady Corporation

BRC

Brady Corporation NYSE
$91.94 0.82% (+0.75)

Market Cap $4.33 B
52w High $99.29
52w Low $67.76
Dividend Yield 1.09%
Frequency Quarterly
P/E 18.17
Volume 174.68K
Outstanding Shares 47.11M

Income Statement

Period Revenue Operating Expense Net Income Net Profit Margin Earnings Per Share EBITDA
Q3-2026 $435.24M $152.26M $57.8M 13.28% $1.22 $85.98M
Q2-2026 $384.14M $132.2M $48.05M 12.51% $1 $74.19M
Q1-2026 $405.29M $140.86M $53.94M 13.31% $1.14 $80.69M
Q4-2025 $397.27M $140.94M $49.88M 12.55% $1.05 $72.01M
Q3-2025 $382.59M $127.87M $52.26M 13.66% $1.1 $76.86M

Balance Statement

Period Cash & Short-term Total Assets Total Liabilities Total Equity
Q3-2026 $175.49M $1.83B $487.97M $1.34B
Q2-2026 $176.49M $1.83B $512.18M $1.31B
Q1-2026 $182.68M $1.79B $549.85M $1.24B
Q4-2025 $174.35M $1.73B $542.04M $1.19B
Q3-2025 $152.15M $1.7B $530.56M $1.17B

Cash Flow Statement

Period Net Income Cash From Operations Cash From Investing Cash From Financing Net Change Free Cash Flow
Q3-2026 $57.8M $78.23M $-2.24M $-77.56M $-1M $67.18M
Q2-2026 $48.05M $53.31M $-12.93M $-50.54M $-6.19M $42.35M
Q1-2026 $53.94M $33.36M $-28.39M $2.64M $8.34M $22.38M
Q4-2025 $49.88M $58.32M $-6.17M $-31.79M $22.2M $49.43M
Q3-2025 $52.26M $59.87M $-13.36M $-29.73M $13.7M $55.61M

Revenue by Products

Product Q1-2023Q2-2023Q3-2023Q4-2023
Id Solutions
Id Solutions
$260.00M $260.00M $260.00M $0
Workplace Safety
Workplace Safety
$70.00M $70.00M $70.00M $80.00M

Revenue by Geography

Region Q4-2012Q1-2013Q2-2013Q3-2013
Americas
Americas
$10.00M $150.00M $10.00M $180.00M
Asia Pacific
Asia Pacific
$10.00M $100.00M $10.00M $30.00M
EMEA
EMEA
$0 $90.00M $0 $0
Europe
Europe
$0 $0 $0 $90.00M
Region
Region
$20.00M $340.00M $20.00M $310.00M

Q3 2026 Earnings Call Summary

Read Call Summary

5-Year Trend Analysis

A comprehensive look at Brady Corporation's financial evolution and strategic trajectory over the past five years.

+ Strengths

Brady combines steady revenue growth, solid profitability, and strong cash generation with a generally conservative balance sheet. The company holds a leading position in specialized safety and identification markets, supported by advanced materials expertise, integrated hardware‑software solutions, and long‑standing customer relationships. Its consistent investment in R&D and selective acquisitions broadens its technology base and product offering, while stable dividends and share buybacks reflect confidence in the underlying business.

! Risks

Key risks include recent margin pressure from higher costs, which could worsen if input inflation persists or pricing power weakens. Rising debt levels and a build‑up of goodwill and intangibles increase reliance on the successful performance and integration of acquired businesses. Competitive and technological risks are present as rivals and new entrants push into RFID, industrial software, and smart identification, and Brady remains exposed to cycles in industrial and construction activity that can dampen demand.

Outlook

The overall picture points to a company with a solid foundation and reasonable prospects, supported by durable end‑markets tied to safety and regulatory compliance and by a clear innovation strategy in smart and connected solutions. Near‑term results may be influenced by cost pressures and the digestion of recent investments, but if Brady continues to execute on product development, pricing, and acquisition integration, it appears well positioned to sustain gradual growth and maintain a healthy financial profile over the medium term.