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BRC

Brady Corporation

BRC

Brady Corporation • NYSE
$78.24 ▼ -2.19% (-1.75)
Market Cap $3.69 B
52w High $84.03
52w Low $62.70
Dividend Yield 0.96%
P/E 19.08
Volume 125.07K
Outstanding Shares 47.18M

Income Statement

Period Revenue Operating Expense Net Income Net Profit Margin Earnings Per Share EBITDA
Q1-2026 $405.287M ▲ $140.86M ▼ $53.936M ▲ 13.308% ▲ $1.14 ▲ $80.692M ▲
Q4-2025 $397.275M ▲ $140.939M ▲ $49.876M ▼ 12.555% ▼ $1.05 ▼ $72.008M ▼
Q3-2025 $382.59M ▲ $127.869M ▲ $52.263M ▲ 13.66% ▲ $1.1 ▲ $76.864M ▲
Q2-2025 $356.675M ▼ $124.609M ▼ $40.334M ▼ 11.308% ▼ $0.84 ▼ $63.291M ▼
Q1-2025 $377.065M $130.767M $46.783M 12.407% $0.98 $70.32M

Balance Statement

Period Cash & Short-term Total Assets Total Liabilities Total Equity
Q1-2026 $182.684M ▲ $1.795B ▲ $549.854M ▲ $1.245B ▲
Q4-2025 $174.349M ▲ $1.734B ▲ $542.042M ▲ $1.192B ▲
Q3-2025 $152.154M ▲ $1.698B ▲ $530.562M ▲ $1.168B ▲
Q2-2025 $138.452M ▼ $1.589B ▼ $468.232M ▼ $1.12B ▲
Q1-2025 $145.661M $1.628B $518.944M $1.109B

Cash Flow Statement

Period Net Income Cash From Operations Cash From Investing Cash From Financing Net Change Free Cash Flow
Q1-2026 $53.936M ▲ $33.356M ▼ $-28.388M ▼ $2.636M ▲ $8.335M ▼ $22.376M ▼
Q4-2025 $49.876M ▼ $58.322M ▼ $-6.175M ▲ $-31.794M ▼ $22.195M ▲ $49.43M ▼
Q3-2025 $52.263M ▲ $59.874M ▲ $-13.361M ▼ $-29.734M ▲ $13.702M ▲ $55.612M ▲
Q2-2025 $40.334M ▼ $39.594M ▲ $-3.817M ▲ $-40.606M ▼ $-7.209M ▲ $32.457M ▲
Q1-2025 $46.783M $23.406M $-147.901M $18.263M $-104.457M $16.12M

Revenue by Products

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

Five-Year Company Overview

Income Statement

Income Statement Brady’s revenue has been climbing steadily over the past several years, showing that demand for its products is generally moving in the right direction. Profitability has been consistently solid, with healthy gross and operating margins that suggest good pricing power and cost control. Net income has trended upward over time, though the most recent year shows profit per share slipping a bit from the prior year, likely reflecting some pressure on margins or changes in share count. Overall, the income statement paints a picture of a mature industrial business with stable earnings quality, modest but ongoing growth, and no obvious signs of volatility, even if recent profit per share momentum has cooled slightly.

Balance Sheet

Balance Sheet The balance sheet looks conservative and relatively strong. The company carries a manageable level of debt compared with its equity base, which gives it financial flexibility and reduces refinancing risk. Cash balances have generally remained healthy, providing a cushion for operations, investment, and potential acquisitions. Shareholders’ equity has been trending upward, indicating retained profitability over time. Apart from a likely data quirk in the latest asset figure, the broader pattern is one of a solid, well-capitalized industrial firm that is not over-levered and appears to be managed with a long-term balance sheet mindset.

Cash Flow

Cash Flow Brady consistently generates positive cash flow from its operations, which is a key sign that reported earnings are backed by real cash. Free cash flow has been positive in every year shown, even in periods when operating cash dipped, meaning the company has regularly produced surplus cash after funding its capital spending needs. Investment in property and equipment has been relatively modest and predictable, implying a business that does not require heavy, risky outlays to sustain itself. Overall, cash flow strength supports the company’s ability to fund dividends, buybacks, or acquisitions, and to manage through downturns without relying too heavily on borrowing.

Competitive Edge

Competitive Edge Brady operates in specialized niches within safety and identification, where reliability, regulatory compliance, and long product life matter more than rock-bottom price. Its long operating history and strong brand in industrial labeling and workplace safety give it an advantage with customers who value proven performance. The combination of materials expertise, integrated hardware and software, and global distribution contributes to high switching costs—once customers adopt Brady’s systems, changing suppliers can be disruptive and risky. This leads to sticky relationships and recurring demand. While competition exists from both low-cost and specialized peers, Brady’s focus on demanding, regulated environments and its broad, solutions-oriented portfolio suggest a defensible competitive position rather than a commodity one.

Innovation and R&D

Innovation and R&D Innovation at Brady is centered on advanced label materials, rugged hardware, and increasingly intelligent solutions like RFID and software. The company has steadily moved from simple labels toward full systems that track assets, monitor safety, and integrate with factory and enterprise software. Its patent base and history of specialized product lines for harsh environments indicate a sustained, not one-off, commitment to R&D. Recent emphasis on RFID, IoT, and “smart manufacturing” solutions, combined with targeted acquisitions in part marking and industrial printing, shows that Brady is using both internal development and M&A to refresh its portfolio. The key watch point is whether ongoing R&D and digital investments continue to translate into higher-value, software-rich offerings that deepen customer dependence and support future growth.

Summary

Brady Corporation appears to be a steady, well-managed industrial company with consistent revenue growth, solid margins, and reliable cash generation. Its financial profile is conservative, with moderate leverage and rising equity, which supports resilience through economic cycles. The business benefits from a specialized competitive niche built on durable materials, regulatory know-how, and integrated safety and identification systems that are hard for customers to replace. At the same time, Brady is not standing still: it is leaning into RFID, IoT, and software-enabled solutions, supported by ongoing R&D and selective acquisitions. The main themes are stability, incremental innovation, and a durable competitive position, rather than rapid, high-risk growth. Investors watching the company may focus on how effectively it can convert its innovation pipeline and digital initiatives into faster growth without compromising the balance sheet strength that underpins its current stability.

NEWS

November 17, 2025 · 7:00 AM UTC

Brady Corporation Reports Fiscal 2026 First Quarter Results and Raises the Low End of its Fiscal 2026 Adjusted Diluted EPS Guidance

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November 14, 2025 · 9:30 AM UTC

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November 3, 2025 · 2:05 PM UTC

Brady Corporation Announces Earnings Conference Call

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