| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 58 | 20.1x | 17.8x | Around median | |
Growth | 64 | 9.8% | 7.1% | Around median | |
Quality | 78 | 15.0% | 4.5% | Top tier | |
Safety | 91 | — | 2.6x | Top tier | |
Capital Return | 39 | 1.11% | 2.12% | Bottom tier | |
Momentum | 59 | 26.6% | 2.9% | Around median | |
Sentiment | 85 | 2 | 3 | Top tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Brady Corporation evolved from an industrial company specializing in asset identification and people protection into a broader industrial technology company after completing the acquisition of Honeywell's Productivity Solutions and Services business in August 2026. The Identification Solutions business generates revenue from specialty adhesive materials, printers and consumables, wire identification, safety, and facility solutions, with printers and their consumables accounting for slightly more than 40% of organic sales in fiscal 2026. The Intelligent Productivity Solutions segment adds scanners, mobile computing, software, services, and RFID, giving the company interconnected solutions for large enterprise customers and the number two position in the AIDC market, according to management.
In Q4 fiscal 2026, revenue was $436.9 million, gross profit was $231.1 million, and net income was $45.6 million. Total sales grew 10%, consisting of 8.4% organic growth, a 1.1% contribution from acquisitions, and a positive 0.5% currency impact, while gross margin increased to 52.9% from 50.4% in the corresponding period. GAAP diluted earnings per share were $0.96, while adjusted diluted earnings per share were $1.48, up 17.5%.
Most of the Q4 fiscal 2026 mix came from the Americas and Asia, which posted record revenue of $296.1 million, organic growth of 11.6%, and a segment profit margin of 25.1%. Europe and Australia grew organically by only 2.1%, with segment profit of $18.7 million and a margin of 13.3%. For fiscal 2026, revenue was $1.7 billion, gross profit was $859.8 million, and net income was $205.4 million, marking the company's sixth consecutive year of record adjusted earnings.
Automated analysis for informational purposes only — not investment advice.
The analyst consensus rating on BRC is Neutral, while the available data does not provide a numerical price target or a valid comparable earnings multiple. The 52-week range extends from $70.57 to $99.29, a wide spread that reflects the valuation's sensitivity to balancing strong organic growth in IDS and record cash flows against the risks of integrating IPS and its low-single-digit growth. The company's ability to achieve its adjusted earnings-per-share guidance of $6.25–$6.75 in fiscal 2027 remains the clearest financial factor for assessing a revaluation.
Figures in the text are as of 2026-09-04; the live price is shown at the top of the page.
Total sales grew 10% in Q4 fiscal 2026, driven by 8.4% organic growth, a 1.1% contribution from acquisitions, and a 0.5% currency impact. Printer units increased 25% in the quarter, while wire identification led growth with an increase of approximately 20% in the Americas and Asia. Data centers also supported demand for wire identification solutions and cable harness assembly automation systems.
Brady closed the transaction in August 2026 and renamed the acquired business Intelligent Productivity Solutions. IPS adds scanners, mobile computing, software, services, and RFID, and increases the group's addressable market to $14 billion. Management expects IPS to contribute $1.15 billion in revenue and approximately $0.80 in adjusted earnings per share in fiscal 2027.
The company expects adjusted diluted earnings per share of between $6.25 and $6.75, representing growth of between 18.1% and 27.6% over fiscal 2026. IDS is targeting approximately 5% organic growth and a segment profit margin of approximately 20%, while IPS is expected to post a low-teens margin. The guidance also includes approximately $45 million in depreciation, approximately $40 million in capital expenditures, and an annual tax rate of approximately 21%.
Printers and their consumables represented slightly more than 40% of organic sales in fiscal 2026, and the group grew organically by approximately 10%. Printer units increased 10% for the year and 25% in Q4 fiscal 2026, supported by products such as I 51 and new use cases. Management believes that installing more printers generates follow-on sales of specialty adhesive materials and consumables that have a positive impact on margins.
IPS enters with low-single-digit growth, while integrating systems and organizations requires significant work following the transaction's close in August 2026. The business also faces rising memory prices and potential supply shortages, prompting it to redesign products, qualify new suppliers, sign long-term contracts, and raise prices. Organic growth in Europe and Australia also remained limited at 2.1% in Q4 fiscal 2026, compared with much greater strength in the Americas and Asia.
Operating cash flow was $79.2 million and free cash flow was $60.7 million in Q4 fiscal 2026. On July 31, 2026, net cash was $172.2 million, more than double its level a year earlier. The company repurchased 517 thousand shares for $42.2 million during fiscal 2026 and retained $44 million of availability under its repurchase authorization, while targeting a reduction in net leverage to below two times during the first two years of IPS ownership.
