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Apr 30

Brady Q3 2025 Earnings Report

Brady Corporation reported record adjusted EPS in its fiscal Q3 2025

Key Takeaways

Brady Corporation delivered solid results in Q3 FY25, with record adjusted EPS and revenue growth driven by acquisitions and strong performance in the Americas & Asia region.

Adjusted EPS reached a record $1.22, up from $1.09 last year

Revenue rose to $382,590,000 from $343,384,000 year over year

Organic sales growth was 1.6%, supported by 10.5% growth from acquisitions

Net income increased to $52,263,000 from $50,890,000 in the prior year

Total Revenue
$383M
Previous year: $343M
+11.4%
EPS
$1.22
Previous year: $1.09
+11.9%
Organic Sales Growth
1.6%
Sales Growth from Acquisitions
10.5%
Foreign Exchange Impact
-0.7%
Gross Profit
$195M
Previous year: $177M
+10.3%
Cash and Equivalents
$152M
Previous year: $160M
-5.2%
Total Assets
$1.7B
Previous year: $1.42B
+19.2%

Brady

Brady

Brady Revenue by Geographic Location

Forward Guidance

Brady tightened its full-year adjusted EPS guidance range to $4.48–$4.63 and GAAP EPS to $3.95–$4.10, citing solid performance and confidence in ongoing strategic execution.

Positive Outlook

  • Tightened adjusted EPS range shows confidence in performance
  • Strong balance sheet supports ongoing investment and shareholder returns
  • Continued focus on organic growth and strategic acquisitions
  • Expected full-year tax rate of ~20% remains favorable
  • Positive momentum from new product launches and R&D investments

Challenges Ahead

  • Facility closures and reorganization costs impact GAAP earnings
  • Organic sales growth remains modest at 1.6%
  • Europe & Australia reported organic sales decline of 5.4%
  • Revenue growth driven largely by acquisitions, not core operations
  • Foreign exchange continues to negatively affect sales

Revenue & Expenses

Visualization of income flow from segment revenue to net income