Apr 30, 2022

Brady Q3 2022 Earnings Report

Brady reported record EPS and increased non-GAAP EPS guidance.

Key Takeaways

Brady Corporation reported strong Q3 results with a 14.6% increase in sales and record non-GAAP EPS. The company also raised its full-year non-GAAP EPS guidance and expanded its share buyback program.

Sales for the quarter increased 14.6 percent, driven by Identification Solutions.

Organic sales increased 9.0 percent.

Gross profit margin improved to 48.4 percent.

Diluted EPS increased 9.9 percent to $0.78, a new record, and non-GAAP EPS increased 17.8 percent to $0.86.

Total Revenue
$339M
Previous year: $296M
+14.6%
EPS
$0.86
Previous year: $0.71
+21.1%
Organic Sales Growth
9%
Previous year: 6.5%
+38.5%
Foreign Currency Impact
-3%
Previous year: 4.6%
-165.2%
Income before income taxes
$56.8M
Previous year: $47.8M
+18.8%
Gross Profit
$164M
Cash and Equivalents
$103M
Previous year: $322M
-68.0%

Brady

Brady

Brady Revenue by Segment

Forward Guidance

The Company’s earnings per diluted Class A Nonvoting Common Share on a GAAP basis was adjusted to a range of $2.83 to $2.92 per share, and earnings per diluted Class A Nonvoting Common Share, Excluding Certain Items* guidance was increased to a range of $3.08 to $3.17 per share, for the year ending July 31, 2022.

Revenue & Expenses

Visualization of income flow from segment revenue to net income