Brady Posts Record FY26 Adjusted EPS of $5.29, Guides FY27 to $6.25–$6.75 and Raises Dividend
BRC sits 28% above its 52-week low of $70.57.
Summary
Brady reported record FY26 adjusted EPS of $5.29 and guided FY27 adjusted EPS to $6.25–$6.75, implying 23% growth at the midpoint, while raising its annual dividend to $1.00 per share.
Key Events · Earnings and Guidance · BRC
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Record FY26 Adjusted EPS
Full-year adjusted diluted EPS rose 15.0% to $5.29, with Q4 adjusted EPS up 17.5% to $1.48 on 10.0% sales growth to $436.9M.
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FY27 Guidance Implies 23% Growth
Adjusted diluted EPS guidance of $6.25–$6.75 represents 18.1%–27.6% growth, with ~$0.80 accretion from the IPS segment net of financing costs.
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Dividend Increased 41st Consecutive Year
Annual dividend raised from $0.98 to $1.00 per share; quarterly dividend of $0.25 payable October 30, 2026 to holders of record October 9, 2026.
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IPS Acquisition Integration Underway
IPS segment expected to contribute ~$1.15B in FY27 revenue, with the majority of EPS accretion in the second half as integration progresses.
Analysis · BRC · Manufacturing
Brady delivered record full-year adjusted diluted EPS of $5.29, up 15% year over year, and issued FY27 guidance implying 18–28% growth at the midpoint of $6.50. The quarter's GAAP EPS of $0.96 was depressed by $22.2M in acquisition-related costs tied to the Honeywell PSS (now IPS) deal, but adjusted EPS of $1.48 beat the prior year by 17.5%. Management also raised the annual dividend for the 41st consecutive year, reinforcing confidence in cash generation. The guidance embeds roughly $0.80 of EPS accretion from the IPS acquisition, with most of the contribution weighted to the second half of FY27 as integration progresses.
How filings like this one have moved
In the 30 days to Sep 13, 2026, 29.5% of the 1672 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.22%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, BRC was trading at $90.18 on NYSE in the Manufacturing sector, with a market capitalization of approximately $4.2B. The 52-week trading range was $70.57 to $99.29. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.