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Brady Corp. (BRC)
NYSE:BRC
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Brady (BRC) Price & Analysis

167 Followers

BRC Stock Chart & Stats

$93.62
$0.73(0.77%)
At close: 4:00 PM EDT
$93.62
$0.73(0.77%)

Bulls Say, Bears Say

Bulls Say
Recurring Consumables ModelBrady’s consumables create repeat purchasing once customers adopt its labeling systems and specifications. This recurring revenue characteristic can support customer retention, improve demand visibility, and provide a durable base for growth alongside hardware, software, and safety products.
Strong Growth And MarginsSustained revenue expansion alongside strong gross and operating margins indicates that Brady is converting growth into attractive profitability. The latest revenue step-up and resilient margins provide internal resources for product investment, integration, and shareholder returns over the coming quarters.
Expanded Market PositionThe acquisition broadens Brady from identification products into a larger industrial technology platform with complementary scanning, computing, RFID, and software capabilities. A stronger market position and wider customer offering can deepen account relationships and create cross-selling opportunities.
Bears Say
IPS Integration Execution RiskThe recently acquired IPS business still requires substantial organizational and systems integration, creating execution risk during the next several quarters. Delays could postpone expected synergies and EPS accretion, while management attention and integration costs may pressure reported profitability.
Higher Post-acquisition LeverageBorrowing to fund IPS makes Brady’s capital structure less conservative than before the transaction and places deleveraging among management’s major priorities. Higher leverage can constrain capital allocation and increase sensitivity to weaker earnings or slower-than-planned cash generation.
Weak European End-market GrowthThe prolonged weakness in European manufacturing is limiting growth in an important geographic region and creating a material performance gap versus the Americas and Asia. If the lower-growth environment persists, it could restrain consolidated sales momentum and operating leverage.

Brady News

BRC FAQ

What was Brady Corp.’s price range in the past 12 months?
Brady Corp. lowest stock price was $70.57 and its highest was $99.28 in the past 12 months.
    What is Brady Corp.’s market cap?
    Brady Corp.’s market cap is $3.88B.
      When is Brady Corp.’s upcoming earnings report date?
      Brady Corp.’s upcoming earnings report date is Nov 12, 2026 which is in 47 days.
        How were Brady Corp.’s earnings last quarter?
        Brady Corp. released its earnings results on Sep 03, 2026. The company reported $1.48 earnings per share for the quarter, beating the consensus estimate of $1.465 by $0.015.
          Is Brady Corp. overvalued?
          According to Wall Street analysts Brady Corp.’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Brady Corp. pay dividends?
            Brady Corp. pays a Quarterly dividend of $0.25 which represents an annual dividend yield of 1.17%. See more information on Brady Corp. dividends here
              What is Brady Corp.’s EPS estimate?
              Brady Corp.’s EPS estimate is 1.51.
                How many shares outstanding does Brady Corp. have?
                Brady Corp. has 43,360,584 shares outstanding.
                  What happened to Brady Corp.’s price movement after its last earnings report?
                  Brady Corp. reported an EPS of $1.48 in its last earnings report, beating expectations of $1.465. Following the earnings report the stock price went up 0.177%.
                    Which hedge fund is a major shareholder of Brady Corp.?
                    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 Corp.

                      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

                      Q4 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call was strongly positive, supported by record fiscal 2026 revenue and adjusted EPS, broad-based organic growth, expanding margins, strong cash generation, increased shareholder returns, and optimistic fiscal 2027 EPS guidance. The main challenges were Europe’s softer macro environment, rising input and memory costs, early-stage IPS integration, and the need to deleverage after the acquisition. Highlights significantly outweighed the lowlights.View all BRC earnings summaries
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                      Ownership Overview

                      3.18%36.88%11.32%20.67%
                      11.32% Other Institutional Investors
                      20.67% Public Companies and
                      Individual Investors
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