Brady (BRV) AI Stock Analysis

Company Guidance

For fiscal 27, Brady expects revenue from IDS to grow approximately 5% organically and IPS to contribute revenue of approximately $1.15 billion, reflecting very low single digit growth and some low single digit type growth; on a combined basis, adjusted diluted EPS is expected to be $6.25 to $6.75, including approximately $0.80 of accretion from IPS, with the majority of the $0.80 of accretion from IPS weighted toward the second half of the fiscal year, representing growth of between 18.1% to 27.6% compared to 2026. The company expects IPS’s reported segment profit to be in the low double digits as a percentage of sales, IDS’s reported segment profit to be approximately 20% of sales, depreciation expense of approximately $45 million, capital expenditures of approximately $40 million, and a full year income tax rate of approximately 21%; it will exclude any onetime integration related costs and amortization expense from adjusted EPS results, expects adjusted EBITDA of approximately $175 million for IPS, has outlined about $25 million of synergies in year 3, and intends to deleverage to below 2 times net leverage within the first 2 years of post ownership of the business.