Jul 31, 2020

Brady Q4 2020 Earnings Report

Brady's Q4 2020 results reflected a decrease in sales and earnings per share compared to the same quarter last year, but the Workplace Safety business showed strong organic sales growth.

Key Takeaways

Brady Corporation reported a 14.7% decrease in sales and a decline in diluted EPS from $0.68 to $0.53 compared to the same quarter last year. While Identification Solutions experienced a sales decline, the Workplace Safety business grew, driven by COVID-19 related products. The company remains financially strong with significant cash reserves and no outstanding debt.

Sales declined by 14.7% due to a decrease in organic sales and foreign currency translation impact.

Diluted EPS decreased to $0.53 compared to $0.68 in the same quarter last year.

Identification Solutions sales declined by 22.8%, while Workplace Safety sales increased by 9.7%.

The Workplace Safety business experienced organic sales growth of 10.8%, driven by COVID-19 related products.

Total Revenue
$252M
Previous year: $295M
-14.7%
EPS
$0.53
Previous year: $0.68
-22.1%
Organic Sales Growth
-13.7%
Previous year: 1.7%
-905.9%
Foreign Currency Impact
-1%
Previous year: -1.9%
-47.4%
Income before income taxes
$34.9M
Previous year: $47.1M
-26.0%
Cash and Equivalents
$218M

Brady

Brady

Forward Guidance

The company did not provide specific forward guidance in this report. However, they indicated that they remain focused on investing in new products, building on positive momentum, and executing sustainable efficiencies throughout Brady.

Positive Outlook

  • Continued investment in new product development.
  • Positive momentum in the Workplace Safety business.
  • Improving sequential sales trends in the Identification Solutions business.
  • Strong financial position with significant cash reserves.
  • Focus on sustainable efficiencies throughout Brady.

Challenges Ahead

  • Uncertainties related to the COVID-19 pandemic.
  • Decreased demand for products in some areas.
  • Raw material and other cost increases.
  • Difficulties in protecting websites, networks, and systems against security breaches.
  • Risks associated with foreign currency fluctuations.