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Brady Corporation (BRC)
NYSE:BRC
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Brady (BRC) Price & Analysis

165 Followers

BRC Stock Chart & Stats

$94.50
$0.73(0.77%)
At close: 4:00 PM EDT
$94.50
$0.73(0.77%)

Bulls Say, Bears Say

Bulls Say
Recurring Consumables And Installed BaseBrady's core consumables model creates durable, repeat revenues as customers standardize on its printers and materials. This installed-base driven demand reduces sales volatility, supports predictable reorder streams across industries, and underpins long-term revenue resilience and customer stickiness.
High And Stable Gross/net MarginsSustained high gross margins and consistently healthy net margins reflect product differentiation and pricing power in labeling and safety solutions. Strong margins finance R&D and capex, support returns, and provide buffer against input cost swings, enabling durable profitability through cycles.
Conservative Balance Sheet And Solid Cash GenerationA strong equity base, low historical leverage, and recurring positive free cash flow give Brady financial flexibility for M&A and shareholder returns. Reliable cash conversion supports deleveraging plans, funds reinvestment and dividends, and reduces refinancing risk versus more indebted peers.
Bears Say
Near-term Increase In Leverage For AcquisitionFinancing the PSS deal raises net leverage materially in the near term, increasing interest expense and reducing liquidity flexibility. While management targets deleveraging below 2.0x within two years, higher leverage amplifies risk from slower cash flow or weaker integration performance, pressuring strategic optionality.
Integration And PSS Performance RiskAcquiring PSS expands capabilities but requires integrating hardware, mobile computing, and software platforms. Historical sales softness and expected one-time integration costs create execution risk: failure to realize cross-sell, technology integration, or synergies could erode projected accretion and strain margins.
Board Resignations And Governance OpticsRecent director resignations raise governance and oversight concerns during a transformative acquisition period. Reduced committee continuity may complicate risk oversight, slow decision-making or unsettle investors, potentially hampering effective integration and long-term strategic execution if not promptly addressed.

Brady News

BRC FAQ

What was Brady Corporation’s price range in the past 12 months?
Brady Corporation lowest stock price was $69.51 and its highest was $99.28 in the past 12 months.
    What is Brady Corporation’s market cap?
    Brady Corporation’s market cap is $4.44B.
      When is Brady Corporation’s upcoming earnings report date?
      Brady Corporation’s upcoming earnings report date is Sep 03, 2026 which is in 26 days.
        How were Brady Corporation’s earnings last quarter?
        Brady Corporation released its earnings results on May 18, 2026. The company reported $1.5 earnings per share for the quarter, beating the consensus estimate of $1.345 by $0.155.
          Is Brady Corporation overvalued?
          According to Wall Street analysts Brady Corporation’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Brady Corporation pay dividends?
            Brady Corporation pays a Quarterly dividend of $0.245 which represents an annual dividend yield of 1.04%. See more information on Brady Corporation dividends here
              What is Brady Corporation’s EPS estimate?
              Brady Corporation’s EPS estimate is 1.47.
                How many shares outstanding does Brady Corporation have?
                Brady Corporation has 43,574,160 shares outstanding.
                  What happened to Brady Corporation’s price movement after its last earnings report?
                  Brady Corporation reported an EPS of $1.5 in its last earnings report, beating expectations of $1.345. Following the earnings report the stock price went up 18.983%.
                    Which hedge fund is a major shareholder of Brady Corporation?
                    Currently, no hedge funds are holding shares in BRC
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Brady Corporation

                      Brady Corporation, established in 1914 and based in Milwaukee, Wisconsin, operates as a global supplier of specialized identification and workplace safety products. The company’s core focus is on delivering solutions that facilitate the identification and protection of facilities, goods, and individuals across numerous industries worldwide. Its Identification Solutions (IDS) division provides a wide range of products for safeguarding and marking premises, including safety signs, floor-marking tapes, pipe markers, advanced labeling systems, spill control items, and lockout/tagout devices. For product management, IDS offers crucial materials, printing technologies, and RFID/barcode scanners used for initial product identification, brand integrity, tracking items through production, and final product labeling. Wire identification needs are met with handheld printers, wire markers, sleeves, and tags. Human identification offerings include name tags, badges, lanyards, rigid card printing systems, and access control software, extending to patient safety and tracking through wristbands and custom labels. This segment also delivers vital software and services for safety compliance auditing, procedure documentation, and training. Serving a diverse clientele spanning industrial and electronic manufacturing, healthcare, chemical, energy, automotive, aerospace, government, public transit, electrical contracting, education, and entertainment, IDS products are distributed via direct sales, partners, catalogs, and digital channels. The Workplace Safety (WPS) division focuses on creating secure and compliant work environments. Its portfolio comprises a variety of safety and compliance signage, tags, labels, and markings; informational displays; asset tracking labels; first aid supplies; facility safety equipment; personal protective gear; and essential labor law posters. Catering to sectors like process industries, government, education, construction, and utilities, WPS primarily utilizes catalog and digital sales channels. Additionally, it offers both stock and customized identification products, along with various resale items.

                      Brady (BRC) Earnings & Revenues

                      BRC Company Deck

                      BRC Earnings Call

                      Q3 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call presents a strong operational and financial quarter with record adjusted EPS, robust organic growth, improved margins, high cash generation, raised guidance, and strategic expansion via the Honeywell PSS acquisition. Counterbalancing these positives are governance optics from recent board resignations, acquisition execution and integration risks, modest recent softness in PSS historical sales, higher absolute SG&A, and external macro/FX and inflation risks. On balance, the positive performance, growth drivers (data centers, Wire ID, new printers), and near-term accretive acquisition narrative outweigh the identifiable risks.View all BRC earnings summaries

                      BRC Stock 12 Month Forecast

                      Average Price Target

                      $103.00
                      ▲(8.99% Upside)
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