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Sep 26, 2025
Graco Q3 2025 Earnings Report
Graco delivered moderate growth driven by acquisitions, with margin improvements and steady performance in key segments.
Key Takeaways
Graco's Q3 2025 revenue rose 5% year-over-year to $543.4M, supported by acquired operations. Organic sales declined slightly, but operating income and EPS improved due to strategic pricing and favorable mix.
Q3 revenue grew 5% YoY, driven by 6% acquisition-related gains
EPS increased to $0.82, with adjusted EPS at $0.73
Gross margin held steady despite tariff-related cost pressures
Contractor segment led growth with 8% sales increase and $262M in revenue
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Graco expects steady order rates and pricing gains to support low single-digit organic sales growth for the full year.
Positive Outlook
- Order rates holding steady into Q4
- Interim pricing actions gaining momentum
- Favorable year-over-year comparisons ahead
- Strong performance in Expansion Markets
- Acquisitions contributing meaningful growth
Challenges Ahead
- Organic revenue down 1% year to date
- Construction market softness persists
- Tariffs raised product costs significantly
- Lower margin rates from acquisitions impacted profitability
- Interest income and non-op income declined 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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