Overview

* Brady Q4 sales rise 15.7%, beating analyst expectations, per LSEG data

* Adjusted EPS hits record $1.26, surpassing consensus estimates, per LSEG data

* Operating income and pretax profit for Q4 missed analyst estimates

Outlook

* Brady expects FY 2026 GAAP EPS of $4.55 to $4.85

* Brady forecasts FY 2026 adjusted EPS of $4.85 to $5.15

* Company anticipates 15.5%-23.1% GAAP EPS growth in FY 2026

* Company expects 5.4%-12.0% growth in adjusted EPS for FY 2026

Result Drivers

* ACQUISITIONS - Sales growth driven by acquisitions, contributing 11.3% to the increase

* ORGANIC GROWTH - Organic sales growth of 2.4% in Q4, with strong performance in Americas & Asia

* CURRENCY IMPACT - Foreign currency translation contributed 2.0% to sales growth

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q4 Sales Beat $397.28 $386.90

mln mln (2

Analysts

)

Q4 Beat $1.26 $1.24 (2

Adjusted Analysts

EPS )

Q4 Net $49.88

Income mln

Q4 Miss $59.29 $64.90

Operatin mln mln (1

g Income Analyst)

Q4 Miss $60.50 $65.50

Pretax mln mln (1

Profit Analyst)

Q4 $140.94

Operatin mln

g

Expenses

Analyst Coverage

* The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the business support supplies peer group is "buy."

* Wall Street's median 12-month price target for Brady Corp ( BRC ) is $87.00, about 10.7% above its September 3 closing price of $77.70

* The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 14 three months ago

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)