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Brady Corporation (DE:BRV)
NYSE:BRV

Brady (BRV) Price & Analysis

1 Followers

BRV Stock Chart & Stats

€80.50
€1.00(1.44%)
At close: 4:00 PM EST
€80.50
€1.00(1.44%)

Bulls Say, Bears Say

Bulls Say
Recurring Consumables RevenueBrady's consumables-led model creates durable recurring revenue streams: once customers standardize on labels, tapes and supplies they reorder repeatedly. This lowers customer churn, supports predictable demand, and underpins long-term revenue visibility and cash flow resilience across cycles.
High And Stable ProfitabilityConsistently high gross and net margins indicate structural pricing power and efficient production/fulfillment in niche identification and safety markets. Combined with multi-year revenue growth, margins support sustainable operating profitability and the ability to fund R&D, capex and shareholder returns over the medium term.
Conservative Balance Sheet & Cash GenerationA history of positive free cash flow and low leverage provides financial flexibility to fund organic investment and strategic M&A. Strong equity growth and a manageable debt profile reduce refinancing risk and support Brady's targeted deleveraging after the planned acquisition.
Bears Say
Near-Term Leverage From PSS AcquisitionThe Honeywell PSS acquisition materially increases Brady's leverage to roughly 2.5x pro forma, raising interest expense and reducing balance-sheet flexibility during integration. Higher leverage constrains capital allocation and increases execution risk if cash flows underperform near-term expectations.
Integration & PSS Performance RiskPSS has shown recent softness and variability in sales; scaling and integrating a $1.1B business with ~3,000 employees presents operational, cultural and systems risks. Realizing projected synergies and cross-sell gains is uncertain and could require incremental investments that pressure margins.
Governance & Board TurnoverMultiple recent board resignations create governance gaps in key oversight committees (Technology, Audit) at a sensitive time. Reduced independent oversight can complicate risk monitoring during the large acquisition and may weigh on investor confidence and internal control continuity.

Brady News

BRV FAQ

What was Brady Corporation’s price range in the past 12 months?
Brady Corporation lowest stock price was €57.00 and its highest was €81.00 in the past 12 months.
    What is Brady Corporation’s market cap?
    Brady Corporation’s market cap is €3.52B.
      When is Brady Corporation’s upcoming earnings report date?
      Brady Corporation’s upcoming earnings report date is Sep 03, 2026 which is in 71 days.
        How were Brady Corporation’s earnings last quarter?
        Brady Corporation released its earnings results on May 18, 2026. The company reported €1.287 earnings per share for the quarter, beating the consensus estimate of €1.154 by €0.133.
          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 does not currently pay dividends.
            What is Brady Corporation’s EPS estimate?
            Brady Corporation’s EPS estimate is 1.26.
              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 €1.287 in its last earnings report, beating expectations of €1.154. Following the earnings report the stock price went same 0%.
                  Which hedge fund is a major shareholder of Brady Corporation?
                  Currently, no hedge funds are holding shares in DE:BRV
                  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 (BRV) Earnings & Revenues

                    BRV Company Deck

                    BRV 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 DE:BRV earnings summaries

                    BRV Stock 12 Month Forecast

                    Average Price Target

                    €89.40
                    ▲(11.06% Upside)
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