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Jul 31, 2025
Brady Q4 2025 Earnings Report
Brady reported record adjusted EPS in Q4 FY2025, supported by acquisitions and growth in the Americas & Asia.
Key Takeaways
Brady Corporation delivered strong Q4 FY2025 results with a 15.7% increase in sales and record adjusted EPS of $1.26. Organic growth was modest, but acquisitions significantly boosted performance. Net income declined on a GAAP basis due to restructuring costs.
Sales grew 15.7% YoY, driven by 11.3% from acquisitions.
Adjusted EPS reached a record $1.26, up from $1.19 last year.
Organic growth was 2.4%, led by the Americas & Asia segment.
Net income declined to $49.9M due to restructuring and amortization costs.
Revenue by Geographic Location
Forward Guidance
Brady expects continued EPS growth in FY2026, supported by a strong balance sheet, recent acquisitions, and new product innovation.
Positive Outlook
- Adjusted EPS expected to grow 5.4% to 12.0% YoY
- GAAP EPS expected to grow 15.5% to 23.1% YoY
- Amortization expected to remain stable at $0.30 per share
- Capital expenditures guided at $40M
- Tax rate expected at approximately 21%
Challenges Ahead
- Organic growth in Europe & Australia remains negative
- GAAP net income was down YoY in Q4 FY2025
- Restructuring costs impacted Q4 results
- Cash and cash equivalents declined $75M YoY
- Lower segment margins in both geographies YoY
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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