Brady Corporation (BRC)
NYSEIndustrialsSecurity & Protection ServicesSnapshot 2026-09-04
$90.21-0.14%
Close 2026-09-04 · 1-day change
NYSEIndustrialsSecurity & Protection ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · BRC
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-09-04.
The screen ranks BRC against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated neutral grew net income 51% of the time over the next year (vs 60% for the rest of the cohort, n=9249).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Complete the acquisition of Honeywell's PSS business and integrate it to expand Brady's industrial technology platform and addressable market.
Stated as a priority in 3 quarters including 2026-Q2 and 2026-Q3. Brady completed the acquisition of Honeywell's PSS business on August 3, 2026, adding a business with approximately $1.1 billion in 2025 sales. This transformational acquisition expands Brady's addressable market and capabilities, and management is delivering on this strategic priority.
“Completed Transformational Acquisition of Honeywell Technologies’ Productivity Solutions and Services Business on August 3, 2026”
“Brady Corporation Completes Transformational Acquisition of Honeywell Technologies’ Productivity Solutions and Services Business”
“Entered into a definitive purchase agreement on April 20, 2026, to acquire Honeywell’s Productivity Solutions and Services business”
Drive revenue growth through organic sales increases and strategic acquisitions, expanding market presence globally.
Management stated this priority in 4 quarters including 2026-Q1 through 2026-Q3. Revenue grew from $1.51 billion in 2025 to $1.66 billion in 2026, a 9.8% increase, with 10% sales growth in 2026-Q3 year-over-year driven by organic growth and acquisitions. The trajectory matches management's stated focus on revenue growth.
“Strong organic growth, with additional contributions from acquisitions and foreign currency translation, drove 10% sales growth for the quarter and the year.”
Improve operating income and profitability through margin expansion and operational efficiency.
Management emphasized this priority in 4 quarters including 2026-Q1 through 2026-Q3. Operating income increased from $236.6 million in 2025 to $263.5 million in 2026, with adjusted income before income taxes rising 15.2% to $322.1 million. Adjusted EPS increased 15%, indicating management is delivering on profitability enhancement.
“Organic sales growth and expanding margins drove a 15% increase in adjusted earnings per share in 2026 versus 2025.”
Preserve financial strength through disciplined capital allocation, including managing debt and returning capital to shareholders.
Management stated this priority in 3 quarters including 2026-Q1 through 2026-Q3. Net cash position improved from $97.8 million at 2026-Q1 to $187.1 million at 2026-Q3. The company returned $88.3 million to shareholders in fiscal 2026. The trajectory shows delivery on maintaining financial discipline and capital allocation.
Manage CEO transition smoothly to support growth and integration of new acquisition.
Newly stated in 2026-Q3. The CEO transition was announced with Vineet Nargolwala appointed effective June 8, 2026. This leadership change aligns with the company's growth and acquisition integration plans. No financial metrics apply directly to this priority.
“Appointed Vineet Nargolwala as CEO effective June 8, 2026, succeeding Russell Shaller.”
Over the trailing year it converted 1.00x of net income into operating cash flow. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 53% for the rest of the cohort, n=6654).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
22 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated volatile grew net income 58% of the time over the next year (vs 57% for the rest of the cohort, n=2592).
Not investment advice. As of 2026-09-04.
“Sales for the quarter ended April 30, 2026 increased 13.8 percent, which consisted of organic sales growth of 8.2 percent, growth of 2.1 percent from acquisitions and an increase of 3.5 percent from…”
“Sales for the quarter ended January 31, 2026 increased 7.7 percent, which consisted of organic sales growth of 1.6 percent, growth of 2.3 percent from acquisitions and an increase of 3.8 percent from…”
“Sales for the year ended July 31, 2026 increased 9.8% to $1.66 billion compared to $1.51 billion in the prior fiscal year, driven by organic growth of 5.3%.”
“Adjusted Income Before Income Taxes increased 23.8% in 2026-Q2 compared to prior year.”
“Adjusted Income Before Income Taxes increased 7.7% in 2026-Q1 compared to prior year.”
“Operating income increased from $236.6 million in 2025 to $263.5 million in 2026.”
“Strong balance sheet allows continued investment, deleveraging, and shareholder returns.”
“Net cash position of $148.6 million as of April 30, 2026 supports acquisition and shareholder returns.”
“Net cash position of $97.8 million at January 31, 2026 provides opportunities for growth and acquisitions.”