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Brady Corp (BRC) stock

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NYSE: BRC NYSE Office Services & Supplies Next results ~November 17, 2026

B Fundamentals grade

Brady Corp is a US-listed company in the office services & supplies industry. Its financial year ends in July.

Stock price today

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Third-party market data · may be delayed

Fair value per share

Under review: analysts' forecasts describe a different business from the one in the latest filings (spin-off, disposal or merger).

Price vs value

Under review: analysts' forecasts describe a different business from the one in the latest filings (spin-off, disposal or merger). We'll show the comparison once resolved.

Brady Corp valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders1 buying, 7 selling1 purchase and 15 sales by directors and officers, last 12 monthsInsider trades
  • Funds168 adding, 151 cuttingOf 49 active managers that changed their stake, 24 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Brady files

Where Brady stands after its latest 10-K

Revenue for the twelve months to July 2026 was $1.66bn, up 9.8% on a year earlier, slower than the 11.1% growth a quarter earlier. Free-cash-flow margin rose to 11.6% from 10.1% a year earlier. Against its peers on growth, profitability, cash generation and balance sheet, it grades B. It passes 6 of our 6 financial-health checks.

Our model value for Brady is under review, so past values are not shown until it is resolved.

Source: 10-K filed September 3, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 17, 2026 (estimated)

Brady Corp's trailing-twelve-month revenue grew 9.8% year on year, with a free-cash-flow margin of 11.6%. Where it stands out: gross margin of 51.7% ranks 1 of 5 office services & supplies companies we cover. Where it lags: change in growth rate of -1.3pp ranks 5 of 6 office services & supplies companies we cover.

Our discounted-cash-flow model values the business at ~$96 per share in the base case (~$73–$130 across growth scenarios) — model values under stated assumptions, not a price target.

Current signal Free cash flow diverging from earnings: TTM free cash flow grew 25.4% while net income grew 8.5%: a 17pp divergence.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Net cash. Cash exceeds long-term debt by $0.2bn.

Things to watch

  • Results due soon. Results are expected around 16 November; the share price can move sharply on the day.
  • Below peers: change in growth rate. Change in growth rate of -1.3pp ranks 5 of 6 office services & supplies companies we cover (median +2.2pp).
  • Below peers: stock pay as % of revenue. Stock pay as % of revenue of 1.4% ranks 5 of 6 office services & supplies companies we cover (median 1.0%).

Latest results: FY2026 Q4

Filed September 3, 2026
Earnings per share
$1.48 against an average estimate of $1.47: beat by 1.0%
Revenue
$437m, up 10.0% on a year earlier
Share reaction
0.0% in the first session after the results on September 3, 2026, against +0.7% for the S&P 500
Next report
November 17, 2026; average EPS estimate $1.51

Brady's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+2.7%
  • 1 week+3.7%
  • 1 month+0.6%
  • This year+9.8%
  • 1 year+13.3%
  • 5 years+68.9%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$1.7B
Operating margin
15.9%
Net margin
12.4%
EPS (TTM, diluted)
$4.30

Growth

Revenue growth
+9.8%
Change in growth rate
−1.3 pts
Share count change
−0.7%

Cash

Free cash flow (TTM)
$193M
FCF margin
11.6%
Stock pay % of revenue
1.4%

Earnings

Last results
September 3, 2026
Next results (est.)
November 16, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Results
  2. Deal

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Brady Corp valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: held for review: analysts' forecasts describe a different business from the one in the latest filings (spin-off, disposal or merger).

Our value per share comes from a discounted-cash-flow model of Brady Corp's free cash flow after stock-based pay ( $181M, FY2026 Q4 TTM, with after-tax interest added back): growth for five years as below (the first two years from forecasts, guidance and the company's record), fading to 2.5%, discounted at 8.5%, then cash added and debt and other claims subtracted. These are model values under stated assumptions, not price targets or recommendations.

Valuation multiples over time Market data may be delayed

At fiscal year end 20162017201820192020202120222023202420252026
Share price$26.83$28.36$33.39$45.99$41.61$50.36$44.89$49.34$69.58$69.52$93.99
Market value$1.4bn$1.5bn$1.8bn$2.5bn$2.2bn$2.6bn$2.3bn$2.5bn$3.4bn$3.3bn$4.5bn
+ Net debt (− = net cash)$76m−$26m−$129m−$229m−$218m−$109m−$19m−$102m−$159m−$75m−$172m
Enterprise value$1.4bn$1.4bn$1.6bn$2.2bn$2.0bn$2.5bn$2.3bn$2.4bn$3.2bn$3.3bn$4.3bn
Multiples
Price / sales 1.2x1.3x1.5x2.1x2.0x2.3x1.8x1.8x2.5x2.2x2.7x
Price / earnings 17.0x15.4x19.3x18.7x19.7x20.4x15.5x14.1x17.1x17.7x21.9x
Price / free cash flow 11.2x11.4x14.5x19.0x19.5x14.8x30.8x13.0x19.3x21.8x23.3x
EV / EBITDA 9.6x9.1x9.1x11.9x12.4x13.1x10.1x9.2x11.8x11.8x14.0x

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

81 /100

Strong moat

How hard Brady's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 20 / 20

    Cash operating profit has been a median 16.7% of total assets over 10 years.

  • Pricing power 17 / 20

    Gross margin has been a median 50.0%, moving by 1.0 percentage points (standard deviation) across 10 years.

  • Durability 14 / 20

    Operating margin has been a median 14.7%; its worst year was 11.8%.

  • Cash conversion 16 / 20

    Free cash flow was positive in 10 of 10 years, at a median 11.4% of revenue.

  • Discipline 20 / 20

    The diluted share count fell 8.9% over five years; stock-based pay has been a median 0.8% of revenue.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (86 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 17, 2026, before the open. Analysts expect revenue of $714m and EPS of $1.51 (range $1.48 to $1.54) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $6.55 +24% $2.9bn +74%
Next $7.21 +10% $3.0bn +4%

Next year's EPS estimate has moved +4.9% in 90 days, across 2 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +7.6% on 90 days ago. In the last 30 days, 1 analyst raised Brady Corp's forecast and 0 cut it.

Consensus EPS forecast Brady Corp, last 90 days
$6.00 $6.50 $7.00 $7.50 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $6.09 Current fiscal year, 60 days ago: $6.09 Current fiscal year, 30 days ago: $6.55 Current fiscal year, 7 days ago: $6.55 Current fiscal year, Now: $6.55 $6.55 Next fiscal year, 90 days ago: $6.88 Next fiscal year, 60 days ago: $6.88 Next fiscal year, 30 days ago: $7.18 Next fiscal year, 7 days ago: $7.21 Next fiscal year, Now: $7.21 $7.21

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $6.09$6.88
60 days ago $6.09$6.88
30 days ago $6.55$7.18
7 days ago $6.55$7.21
Now $6.55$7.21

Earnings against estimates

Quarter toEstimateActualSurprise
Jul 2026 $1.47 $1.48 +1.0%
Apr 2026 $1.34 $1.50 +11.5%
Jan 2026 $1.09 $1.09 0.0%
Oct 2025 $1.19 $1.21 +1.7%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, September 3, 2026

No numeric guidance in Brady Corp's latest earnings release (filed September 3, 2026). Some companies give their outlook only on the earnings call.

Our model doesn't use the consensus here: consensus revenue is 1.65x the latest quarter's run rate while reported revenue grew 10% a year: a different business (spin-off, disposal or merger) - not used.

Analyst recommendations

2 analysts, Nov 2026
Buy2100%
Hold00%
Sell00%

Monthly trend

  1. Nov 202622
  2. Oct 202622
  3. Sep 202622

Counts of recommendations published by analysts covering Brady Corp, by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
3.3%
of tradable shares
Days to cover
4.73
at average volume
Short interest, 1 month
+40%
to October 15, 2026
Held by institutions
88%
of shares
Held by insiders
3.7%
of shares
Employees
6,325
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months +13.3%

$75.03 on October 31, 2025 to $85.03

ThenNowEffect
Revenue (last 12 months) $1.5bn $1.7bn +9.8%
Net margin 12.5% 12.4% −1.1%
P/E multiple 19.1x 19.8x +3.7%
Share count 48m 48m +0.7%

Biggest factor: revenue.

Last 3 years +66.0%

$51.21 on November 3, 2023 to $85.03

ThenNowEffect
Revenue (last 12 months) $1.3bn $1.7bn +24.8%
Net margin 13.1% 12.4% −5.9%
P/E multiple 14.6x 19.8x +35.4%
Share count 50m 48m +4.4%

Biggest factor: p/e multiple.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 202120222023202420252026 to date
Return
BRC+4%−11%+27%+28%+8%+10%
Industry peers (median)+14%−35%+27%+8%−16%+26%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
BRC50%42%50%58%42%64%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
BRC−18%−23%−15%−10%−15%−26%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since November 3, 2015: 36% from November 26, 2019 to March 23, 2020. Getting back needed a 57% gain, reached on March 12, 2021, 354 days after the low.

Price behaviour

52-week range
$70.56 – $97.95
From 52-week high
−13.2%
vs 50-day average
−0.7%
vs 200-day average
−1.7%
Volatility (1 year)
33%
Beta vs S&P 500
0.44

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
6 up, 6 down
typical move ±6.0%
After a week
6 up, 6 down
typical move ±6.5%
After a month
6 up, 6 down
typical move ±7.4%
Results releasedNext dayS&P 500 next day5 days21 days
September 3, 2026 0.0% +0.7% −3.6% −5.3%
May 18, 2026 +20.5% −0.7% +23.7% +17.6%
February 19, 2026 −6.2% +0.5% −3.4% −15.1%
November 17, 2025 +0.5% −1.8% +5.4% +8.8%
September 4, 2025 +5.5% +0.5% +2.8% +0.5%
May 16, 2025 −6.3% +0.7% −9.8% −10.3%
February 21, 2025 −5.0% −2.2% −2.8% −3.7%
November 18, 2024 −6.2% +0.8% +1.7% −0.6%
September 6, 2024 +1.2% −0.6% +3.9% +4.0%
May 22, 2024 +12.8% −1.0% +11.8% +10.3%
February 22, 2024 −7.5% +2.1% −6.8% −6.3%
November 16, 2023 +0.4% +0.2% −1.7% +6.7%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Brady Corp in five measures

Fundamentals grade B
Growth Profitability Cash Balance sheet

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Brady Corp
$1.3B $1.4B $1.5B $1.6B $1.7B FY24 Q1 FY24 Q4 FY25 Q3 FY26 Q4 Revenue (TTM), FY24 Q1: $1.3B Revenue (TTM), FY24 Q2: $1.3B Revenue (TTM), FY24 Q3: $1.3B Revenue (TTM), FY24 Q4: $1.3B Revenue (TTM), FY25 Q1: $1.4B Revenue (TTM), FY25 Q2: $1.4B Revenue (TTM), FY25 Q3: $1.5B Revenue (TTM), FY25 Q4: $1.5B Revenue (TTM), FY26 Q1: $1.5B Revenue (TTM), FY26 Q2: $1.6B Revenue (TTM), FY26 Q3: $1.6B Revenue (TTM), FY26 Q4: $1.7B $1.7B

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Revenue (TTM)
FY24 Q1 $1.3B
FY24 Q2 $1.3B
FY24 Q3 $1.3B
FY24 Q4 $1.3B
FY25 Q1 $1.4B
FY25 Q2 $1.4B
FY25 Q3 $1.5B
FY25 Q4 $1.5B
FY26 Q1 $1.5B
FY26 Q2 $1.6B
FY26 Q3 $1.6B
FY26 Q4 $1.7B
Revenue growth, TTM YoY Brady Corp
0% 5% 10% 15% FY24 Q1 FY24 Q4 FY25 Q3 FY26 Q4 Revenue growth, TTM YoY, FY24 Q1: 2.9% Revenue growth, TTM YoY, FY24 Q2: 2.0% Revenue growth, TTM YoY, FY24 Q3: 2.6% Revenue growth, TTM YoY, FY24 Q4: 0.7% Revenue growth, TTM YoY, FY25 Q1: 3.4% Revenue growth, TTM YoY, FY25 Q2: 6.2% Revenue growth, TTM YoY, FY25 Q3: 8.6% Revenue growth, TTM YoY, FY25 Q4: 12.8% Revenue growth, TTM YoY, FY26 Q1: 11.2% Revenue growth, TTM YoY, FY26 Q2: 10.5% Revenue growth, TTM YoY, FY26 Q3: 11.1% Revenue growth, TTM YoY, FY26 Q4: 9.8% 9.8%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Revenue growth, TTM YoY
FY24 Q1 2.9%
FY24 Q2 2.0%
FY24 Q3 2.6%
FY24 Q4 0.7%
FY25 Q1 3.4%
FY25 Q2 6.2%
FY25 Q3 8.6%
FY25 Q4 12.8%
FY26 Q1 11.2%
FY26 Q2 10.5%
FY26 Q3 11.1%
FY26 Q4 9.8%
Operating margin (TTM) Brady Corp
15% 16% 17% 18% 19% FY24 Q1 FY24 Q4 FY25 Q3 FY26 Q4 Operating margin (TTM), FY24 Q1: 17.4% Operating margin (TTM), FY24 Q2: 17.8% Operating margin (TTM), FY24 Q3: 17.8% Operating margin (TTM), FY24 Q4: 18.1% Operating margin (TTM), FY25 Q1: 17.5% Operating margin (TTM), FY25 Q2: 16.9% Operating margin (TTM), FY25 Q3: 16.7% Operating margin (TTM), FY25 Q4: 15.6% Operating margin (TTM), FY26 Q1: 15.9% Operating margin (TTM), FY26 Q2: 16.4% Operating margin (TTM), FY26 Q3: 16.2% Operating margin (TTM), FY26 Q4: 15.9% 15.9%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Operating margin (TTM)
FY24 Q1 17.4%
FY24 Q2 17.8%
FY24 Q3 17.8%
FY24 Q4 18.1%
FY25 Q1 17.5%
FY25 Q2 16.9%
FY25 Q3 16.7%
FY25 Q4 15.6%
FY26 Q1 15.9%
FY26 Q2 16.4%
FY26 Q3 16.2%
FY26 Q4 15.9%
FCF margin (TTM) Brady Corp
10% 12% 14% 16% 18% FY24 Q1 FY24 Q4 FY25 Q3 FY26 Q4 FCF margin (TTM), FY24 Q1: 16.2% FCF margin (TTM), FY24 Q2: 13.3% FCF margin (TTM), FY24 Q3: 13.0% FCF margin (TTM), FY24 Q4: 13.1% FCF margin (TTM), FY25 Q1: 10.1% FCF margin (TTM), FY25 Q2: 13.1% FCF margin (TTM), FY25 Q3: 12.2% FCF margin (TTM), FY25 Q4: 10.1% FCF margin (TTM), FY26 Q1: 10.4% FCF margin (TTM), FY26 Q2: 10.8% FCF margin (TTM), FY26 Q3: 11.2% FCF margin (TTM), FY26 Q4: 11.6% 11.6%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period FCF margin (TTM)
FY24 Q1 16.2%
FY24 Q2 13.3%
FY24 Q3 13.0%
FY24 Q4 13.1%
FY25 Q1 10.1%
FY25 Q2 13.1%
FY25 Q3 12.2%
FY25 Q4 10.1%
FY26 Q1 10.4%
FY26 Q2 10.8%
FY26 Q3 11.2%
FY26 Q4 11.6%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q, 10-Q/A. Generated November 3, 2026. Definitions in our methodology.

Where the money goes

FY2026, from the 10-K

Each dollar Brady took in during FY2026, followed through to profit: what it cost to make, what went on research and running the business, and what was left after tax.

  1. Revenue $1.7B
  2. Cost of revenue $802M · 48.3%
  3. Gross profit $860M · 51.7%
  4. Research and development $94M · 5.7%
  5. Selling, general and admin $502M · 30.2%
  6. Operating income $263M · 15.9%
  7. Income tax $54M · 3.3%
  8. Net income $205M · 12.4%

Shares of revenue. Source: Brady's 10-K for FY2026, as filed with the SEC.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2010 Jul 2010 2011 Jul 2011 2012 Jul 2012 2013 Jul 2013 2014 Jul 2014 2015 Jul 2015 2016 Jul 2016 2017 Jul 2017 2018 Jul 2018 2019 Jul 2019 2020 Jul 2020 2021 Jul 2021 2022 Jul 2022 2023 Jul 2023 2024 Jul 2024 2025 Jul 2025 2026 Jul 2026
Income
Revenue 1,259 1,059 1,072 1,158 1,225 1,172 1,121 1,113 1,174 1,161 1,081 1,145 1,302 1,332 1,341 1,514 1,662
Gross profit 623 588 591 609 610 558 559 558 588 579 529 561 632 657 688 761 860
EBITDA 182 195 202 −34 3 75 150 158 178 186 161 193 227 258 273 277 308
Operating income 129 146 158 −83 −41 35 118 131 153 162 138 167 193 225 243 237 263
Net income 82 109 −18 −155 −46 3 80 96 91 131 112 130 150 175 197 189 205
Growth (year on year)
Revenue +4.2% −15.9% +1.1% +8.1% +5.8% −4.4% −4.4% −0.7% +5.4% −1.1% −6.8% +5.9% +13.7% +2.3% +0.7% +12.8% +9.8%
EBITDA +4.1% +6.6% +3.6% −116.8% — — +101.0% +5.3% +12.5% +4.5% −13.3% +19.3% +18.0% +13.4% +6.1% +1.5% +11.2%
Operating income +7.5% +12.6% +8.2% −152.4% — — +233.9% +11.1% +16.5% +6.4% −15.0% +21.1% +15.5% +16.7% +8.1% −2.8% +11.3%
Net income +16.9% +32.6% −116.5% — — — — +19.4% −4.8% +44.1% −14.4% +15.4% +15.7% +16.6% +12.8% −4.0% +8.5%
Margins
Gross margin 49.5% 55.5% 55.2% 52.6% 49.8% 47.7% 49.9% 50.1% 50.1% 49.9% 48.9% 49.0% 48.5% 49.4% 51.3% 50.3% 51.7%
EBITDA margin 14.5% 18.4% 18.8% −2.9% 0.3% 6.4% 13.4% 14.2% 15.2% 16.0% 14.9% 16.8% 17.4% 19.3% 20.4% 18.3% 18.6%
Operating margin 10.3% 13.8% 14.7% −7.1% −3.4% 3.0% 10.5% 11.8% 13.0% 14.0% 12.8% 14.6% 14.8% 16.9% 18.1% 15.6% 15.9%
Net margin 6.5% 10.3% −1.7% −13.3% −3.8% 0.3% 7.1% 8.6% 7.8% 11.3% 10.4% 11.3% 11.5% 13.1% 14.7% 12.5% 12.4%
Free-cash-flow margin 11.0% 13.9% 11.3% 9.3% 4.1% 5.7% 10.9% 11.6% 10.3% 11.1% 10.5% 15.6% 5.8% 14.3% 13.1% 10.1% 11.6%
Cash flow
Cash from operations 165 167 145 144 93 93 139 144 143 162 141 206 118 209 255 181 244
Capital spending 26 21 24 36 43 27 17 15 22 33 27 27 43 19 80 28 51
Free cash flow 139 147 121 108 50 67 122 129 121 129 114 178 75 190 175 154 193
Stock-based pay 10 10 10 2 5 4 8 9 10 12 9 10 11 8 7 12 23
Free cash flow after stock pay 129 137 111 106 45 62 114 119 111 117 105 168 65 182 168 142 170
Balance sheet
Cash 315 390 306 91 82 114 141 134 181 279 218 147 114 152 250 174 187
Total debt 444 393 316 313 263 254 217 108 53 50 0 38 95 50 91 100 15
Net debt (negative = net cash) 129 3 10 222 181 139 76 −26 −129 −229 −218 −109 −19 −102 −159 −75 −172
Diluted shares 53m 53m 53m 51m 52m 51m 51m 52m 53m 53m 53m 52m 52m 50m 48m 48m 48m
Returned to shareholders
Dividends 37 38 39 39 40 41 41 42 43 45 46 46 46 45 45 46 46
Buybacks 3 0 50 5 31 0 24 0 1 3 65 4 109 75 72 51 42
Total returned 39 38 89 44 71 41 64 42 44 48 110 49 155 120 117 96 88

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

6 of 6 checks passed · July 31, 2026
What it owns · $1.9bn
Short-term assets $689mLonger-term assets $1.2bn
What it owes, and who funded it · $1.9bn
Short-term liabilities $356mLonger-term liabilities $139mShareholders' equity $1.4bn
  • Short-term assets cover short-term liabilities $689m of assets due within a year against $356m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $689m short-term assets against $139m of longer-dated liabilities.
  • More cash than debt $187m of cash against $15m of debt.
  • Debt below 40% of shareholders' equity Debt is 1% of equity.
  • Debt burden no higher than five years ago Five-year comparison not available. Not assessable.
  • A year's operating cash flow covers at least 20% of debt $244m of operating cash flow against $15m of debt.
  • Operating profit covers interest at least five times over Operating income of $263m against $10m of interest.

From Brady Corp's latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

FY2026 Q4 TTM
Buybacks (TTM)
$42.2M
Dividends (TTM)
$46.1M
Returned to shareholders
46%
of free cash flow
Buybacks, last 3 fiscal years
$165M
Diluted share count
−0.7%
year over year
Total shareholder yield
2.2%
dividends 1.1% + buybacks 1.0% of market value
Dividend payout ratio
23%
of net income paid out
R&D spending
5.7%
of revenue
Sales & admin spending
30.2%
of revenue
Days sales outstanding
57 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in office services & supplies
Last 12 months unless stated BRC ACCO PBI MLKN HNI EHGO Median
Revenue, last 12 months $1.7bn $1.6bn $1.9bn $3.8bn $4.4bn $16m $1.8bn
Revenue growth, last 12 months 9.8% 1.5% −3.5% 1.2% 70.1% 21.1% 5.7%
Revenue growth, 3-year average 7.7% −5.3% 9.8% −1.0% 25.7% — 7.7%
Revenue growth, latest quarter 10.0% −0.9% −0.8% −3.4% 120.7% — −0.8%
Gross margin 51.7% 33.2% 52.4% 39.5% 41.0% 15.1% 40.2%
Operating margin 15.9% 5.8% — 5.2% 2.0% −73.5% 5.2%
Operating margin, 3-year average 16.5% 1.4% — 3.8% 5.7% — 4.7%
Net margin 12.4% 4.2% 10.1% 2.6% 0.1% −69.4% 3.4%
Cash from operations / revenue 14.7% 8.3% 30.6% 6.3% 4.6% −34.8% 7.3%
Free-cash-flow margin 11.6% 7.0% 27.1% 3.0% 0.1% −35.6% 5.0%
Free-cash-flow margin, 3-year average 11.6% 6.1% 14.8% 3.2% 4.9% — 6.1%
Stock pay / revenue 1.4% 0.8% 0.9% 0.7% 1.0% 9.2% 0.9%
Change in share count −0.7% 3.0% −19.2% 1.2% 26.7% 52.0% 2.1%

Median of all 6 companies we cover in office services & supplies. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

6 office services & supplies companies
Measure Company Peer median Rank
Revenue growth Growth 9.8% 9.8% 3 of 6
Change in growth rate Growth -1.3pp +2.2pp 5 of 6
Gross margin Profitability 51.7% 39.5% 1 of 5
Operating margin Profitability 15.9% 5.2% 1 of 5
Net margin Profitability 12.4% 4.2% 1 of 6
Free-cash-flow margin Cash generation 11.6% 7.0% 2 of 6
Stock pay as % of revenue Cash generation 1.4% 1.0% 5 of 6
Long-term debt as % of assets Balance sheet 0.8% 31.7% 2 of 6
Change in share count Balance sheet -0.7% 3.0% 2 of 6

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to July 31, 2026
Segments
Line of business Revenue Share YoY
Americas Asia $1.1B 66.6% ▲ 11.4%
Europe Australia $555M 33.4% ▲ 6.7%
Products and services
Line of business Revenue Share YoY
Safety and Facility Identification $648M 39.0% ▲ 6.0%
Product Identification $498M 30.0% ▲ 16.1%
Wire Identification $289M 17.4% ▲ 16.6%
Healthcare Identification $141M 8.5% 0.0%
People Identification $86.3M 5.2% ▲ 1.3%
Geography
Region Revenue Share YoY
United States $952M 57.3% ▲ 12.3%
Other Countries $799M 48.1% ▲ 6.9%
Intersegment Elimination -$89.2M -5.4% —

From Brady Corp's 10-K filed September 3, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$3.4B
Institutions reporting
335
Shares held vs prior quarter
▼ 1.1%
Positions opened / closed
54 / 34

Top buyers and sellers, Q2 2026: 168 institutions bought and 151 sold ; the biggest buyer was Goldman Sachs Group Inc (+363K shares) and the biggest seller Franklin Resources Inc (−1.2M). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
FMR LLC $597M 6.5M 17.5% ▼ 0.3%
Blackrock, Inc. $387M 4.2M 11.4% ▲ 2.2%
Vanguard Portfolio Management LLC $235M 2.6M 6.9% ▼ 2.2%
Vanguard Capital Management LLC $170M 1.9M 5.0% ▼ 0.2%
Neuberger Berman Group LLC $165M 1.8M 4.8% ▼ 24.8%
State Street Corp $154M 1.7M 4.5% ▲ 6.8%
First Trust Advisors LP $147M 1.6M 4.3% ▼ 3.9%
Dimensional Fund Advisors LP $142M 1.5M 4.2% ▲ 7.7%
Kayne Anderson Rudnick Investment Management LLC $85.4M 933K 2.5% ▼ 2.8%
Renaissance Technologies LLC $83.8M 915K 2.5% ▲ 0.3%
Geode Capital Management, LLC $75.9M 829K 2.2% ▲ 49.6%
Goldman Sachs Group Inc $44.1M 481K 1.3% ▲ 306.9%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Brady Corp's complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Insider purchases History → $1M 1 trade by 1 insider, last 12 months Insider sales History → $6.7M 15 trades by 7 insiders · 0% under pre-set plans
Net ▼ $5.7M net selling
Insider Date Trade Shares Price Value
Debruine Thomas F Chief Operating Officer October 6, 2026 Sell 1,569 $85.00 $133,365
Debruine Thomas F Chief Operating Officer September 18, 2026 Sell 5,739 $84.00 $482,076
Nargolwala Vineet A President & CEO June 10, 2026 Buy 13,011 $76.86 $1M
Debruine Thomas F Chief Operating Officer January 5, 2026 Sell 5,538 $81.00 $448,578
Thornton Ann CFO and Treasurer December 19, 2025 Sell 4,080 $81.95 $334,356
Wilms Brett President - EMEA & Australia December 10, 2025 Sell 3,791 $78.13 $296,191
Shaller Russell President & CEO November 25, 2025 Sell 17,130 $81.25 $1.4M
Gorman Andrew General Counsel&Corp Secretary November 25, 2025 Sell 6,469 $80.01 $517,585
Gorman Andrew General Counsel&Corp Secretary November 25, 2025 Sell 6,059 $80.01 $484,781
Richardson Bradley C Director November 21, 2025 Sell 1,000 $78.33 $78,330
Wilms Brett President - EMEA & Australia November 19, 2025 Sell 1,183 $74.82 $88,512
Wilms Brett President - EMEA & Australia November 19, 2025 Sell 2,882 $74.79 $215,545

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Next expected around November 16, 2026 estimated from the company's past filing pattern, not announced

  • September 3, 2026
  • May 18, 2026
  • February 19, 2026
  • November 17, 2025
  • September 4, 2025
  • May 16, 2025

Recent SEC filings

Data status

When each part of this page on Brady Corp was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Brady Corp in brief

What does Brady Corp do?
Brady Corp is a US-listed company in the office services & supplies industry. Its financial year ends in July.
What is Brady Corp's stock ticker?
Brady Corp trades under the ticker BRC on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Brady Corp's revenue, and how fast is it growing?
Over its most recent trailing twelve months, Brady Corp reported revenue of $1.7B, 9.8% higher than a year earlier, according to its SEC filings.
What is Brady Corp's free cash flow?
Brady Corp's free-cash-flow margin is 11.6% of revenue over the trailing twelve months, ranking 2 of the 6 office services & supplies companies we cover.
Who are Brady Corp's largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are FMR LLC, Blackrock, Inc. and Vanguard Portfolio Management LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
Is Brady Corp buying back stock, and does it pay a dividend?
Brady Corp spent $42.2M on share repurchases over the trailing twelve months, and its diluted share count fell 0.7% over the year.
What is Brady Corp's market cap?
On July 31, 2026, Brady Corp's market capitalisation was about $4.5B, with a price-to-earnings ratio of 21.9 and net debt of -$172M. Market figures come from third-party market data and may be delayed.
Does Brady Corp pay a dividend?
Yes: Brady Corp paid $46.1M in dividends over the trailing twelve months, a dividend yield of 1.14% and a payout ratio of 22.5%.
How much debt does Brady Corp have?
Brady Corp's debt-to-equity ratio is 1.1%, from its latest balance sheet. The financial health section below sets out its other solvency checks.
Who are Brady Corp's competitors?
In our Office Services & Supplies peer group, the companies closest to Brady Corp are Acco Brands Corp, Pitney Bowes Inc, Millerknoll, Inc., HNI Corp and Eshallgo Inc. The side-by-side comparison below sets their revenue, margins and growth against Brady Corp's.
Are insiders buying or selling Brady Corp stock?
Over the last 12 months, Brady Corp's directors and officers reported 1 open-market purchases and 15 sales on Form 4. The insider trading page charts every trade.
When is Brady Corp's next earnings date?
Around November 17, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Brady Corp announces its own schedule.