View Future GrowthBrady 과거 순이익 실적과거 기준 점검 2/6Brady은 연평균 10%의 비율로 수입이 증가해 온 반면, Commercial Services 산업은 수입이 5.9% 증가했습니다. 매출은 연평균 6.2%의 비율로 증가했습니다. Brady의 자기자본이익률은 15.6%이고 순이익률은 12.9%입니다.핵심 정보10.01%순이익 성장률12.14%주당순이익(EPS) 성장률Commercial Services 산업 성장률9.67%매출 성장률6.15%자기자본이익률15.60%순이익률12.88%최근 순이익 업데이트30 Apr 2026최근 과거 실적 업데이트Reported Earnings • May 20Third quarter 2026 earnings released: EPS: US$1.22 (vs US$1.10 in 3Q 2025)Third quarter 2026 results: EPS: US$1.22 (up from US$1.10 in 3Q 2025). Revenue: US$435.2m (up 14% from 3Q 2025). Net income: US$57.8m (up 11% from 3Q 2025). Profit margin: 13% (in line with 3Q 2025). Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.공시 • May 14Brady Corporation to Report Q3, 2026 Results on May 18, 2026Brady Corporation announced that they will report Q3, 2026 results at 9:30 AM, US Eastern Standard Time on May 18, 2026공시 • Feb 11Brady Corporation to Report Q2, 2026 Results on Feb 19, 2026Brady Corporation announced that they will report Q2, 2026 results on Feb 19, 2026공시 • Nov 04Brady Corporation to Report Q1, 2026 Results on Nov 17, 2025Brady Corporation announced that they will report Q1, 2026 results on Nov 17, 2025공시 • Aug 27Brady Corporation to Report Q4, 2025 Results on Sep 04, 2025Brady Corporation announced that they will report Q4, 2025 results on Sep 04, 2025공시 • May 08Brady Corporation to Report Q3, 2025 Results on May 16, 2025Brady Corporation announced that they will report Q3, 2025 results on May 16, 2025모든 업데이트 보기Recent updatesValuation Update With 7 Day Price Move • May 25Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €72.50, the stock trades at a forward P/E ratio of 17x. Average trailing P/E is 14x in the Commercial Services industry in Germany. Total returns to shareholders of 65% over the past three years.Declared Dividend • May 22Third quarter dividend of US$0.24 announcedShareholders will receive a dividend of US$0.24. Ex-date: 10th July 2026 Payment date: 31st July 2026 Dividend yield will be 1.2%, which is lower than the industry average of 4.3%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 1.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 41% over the next 2 years, which should provide support to the dividend and adequate earnings cover.공시 • May 21Brady Corporation announces Quarterly dividend, payable on July 31, 2026Brady Corporation announced Quarterly dividend of USD 0.2450 per share payable on July 31, 2026, ex-date on July 10, 2026 and record date on July 10, 2026.Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 3 highly experienced directors. President, CEO & Director Russell Shaller was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • May 20Third quarter 2026 earnings released: EPS: US$1.22 (vs US$1.10 in 3Q 2025)Third quarter 2026 results: EPS: US$1.22 (up from US$1.10 in 3Q 2025). Revenue: US$435.2m (up 14% from 3Q 2025). Net income: US$57.8m (up 11% from 3Q 2025). Profit margin: 13% (in line with 3Q 2025). Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.공시 • May 19Brady Corporation Adjusts Earnings Guidance for the Year Ending July 31, 2026Brady Corporation adjusted earnings guidance for the year ending July 31, 2026. The Company adjusted its GAAP earnings per diluted Class A Nonvoting Common Share guidance for the year ending July 31, 2026 from $4.62 per share to $4.82 per share, to $4.66 per share to $4.76 per share.공시 • May 14Brady Corporation to Report Q3, 2026 Results on May 18, 2026Brady Corporation announced that they will report Q3, 2026 results at 9:30 AM, US Eastern Standard Time on May 18, 2026공시 • Apr 21Brady Corporation (NYSE:BRC) signed a definitive agreement to acquire Productivity Solutions and Services of Honeywell International Inc. (NasdaqGS : HON) for $1.4 billion.Brady Corporation (NYSE:BRC) signed a definitive agreement to acquire Productivity Solutions and Services of Honeywell International Inc. (NasdaqGS : HON) for $1.4 billion on April 20, 2026. A cash consideration of $1.4 billion will be paid by Brady Corporation. Brady expects to fund the transaction with cash on hand and new debt financing. The transaction reflects TEV/EBITDA multiple of 8x. For the period ending December 31, 2025, Productivity Solutions and Services of Honeywell International Inc reported total revenue of $1.1 billion. The transaction has been unanimously approved by the Boards of Directors of both companies, approval by regulatory board. The expected completion of the transaction in the second half of calendar year 2026. The transaction is expected to be double-digit accretive to adjusted diluted EPS within the first year following close. Goldman Sachs & Co. LLC acted as financial advisor for Brady Corporation. Foley & Lardner LLP acted as legal advisor for Brady Corporation. Centerview Partners LLC acted as a financial advisor to Honeywell International. Kirkland & Ellis LLP acted as a legal advisor to Honeywell International. Baker & McKenzie LLP acted as a external legal advisor to Honeywell International. Womble Bond Dickinson acted as a external advisor to Honeywell International.공시 • Feb 25Brady Corporation Declares Regular Dividend, Payable on April 30, 2026On February 24, 2026, Brady Corporation’s Board of Directors declared a dividend to shareholders of the company’s Class A Common Stock of $0.245 per share, payable on April 30, 2026, to shareholders of record at the close of business on April 9, 2026.공시 • Feb 19Brady Corporation Raises Earnings Guidance for the Year Ending July 31, 2026Brady Corporation raised earnings guidance for the year ending July 31, 2026. for the year, the company raised the low end of its GAAP earningsper diluted Class A Nonvoting Common Share guidance for the year ending July 31, 2026 from $4.57 to $4.82 per share, to $4.62 to $4.82 per share.공시 • Feb 11Brady Corporation to Report Q2, 2026 Results on Feb 19, 2026Brady Corporation announced that they will report Q2, 2026 results on Feb 19, 2026공시 • Nov 04Brady Corporation to Report Q1, 2026 Results on Nov 17, 2025Brady Corporation announced that they will report Q1, 2026 results on Nov 17, 2025공시 • Sep 04+ 1 more updateBrady Corporation Provides Earnings Guidance for the Year Ending July 31, 2026Brady Corporation provided earnings guidance for the year ending July 31, 2026. The Company expects GAAP earnings per diluted Class A Nonvoting Common Share to range from $4.55 to $4.85 for the year ending July 31, 2026, which represents an increase of 15.5% to 23.1% compared to GAAP earnings per diluted Class A Nonvoting Common Share of $3.94 for the year ended July 31, 2025.공시 • Aug 27Brady Corporation to Report Q4, 2025 Results on Sep 04, 2025Brady Corporation announced that they will report Q4, 2025 results on Sep 04, 2025공시 • Aug 05Brady Corporation (NYSE:BRC) acquired MECCO Partners, LLC.Brady Corporation (NYSE:BRC) acquired MECCO Partners, LLC on August 4, 2025. A cash consideration of $20 million will be paid by Brady Corporation. As part of consideration, $20 million is paid towards common equity of MECCO Partners, LLC. Brady is headquartered in Milwaukee, Wisconsin and as of July 31, 2024, employed approximately 5,700 people in its worldwide businesses. Brady’s fiscal 2024 sales were approximately $1.34 billion. Brady Corporation (NYSE:BRC) completed the acquisition of MECCO Partners, LLC on August 4, 2025.공시 • May 18Brady Corporation Updates Earnings Guidance for the Year Ending July 31, 2025Brady Corporation updated earnings guidance for the year ending July 31, 2025. For the year, the Company’s GAAP earnings per diluted Class A Nonvoting Share was updated for facility closure and other reorganization costs incurred to date to $3.95 to $4.10 per share, from $3.99 to $4.24 per share.공시 • May 16Brady Corporation Declares Regular Dividend to Shareholders, Payable on July 31, 2025On May 15, 2025, Brady Corporation’s Board of Directors declared a dividend to shareholders of the company’s Class A Common Stock of $0.24 per share, payable on July 31, 2025, to shareholders of record at the close of business on July 10, 2025.공시 • May 08Brady Corporation to Report Q3, 2025 Results on May 16, 2025Brady Corporation announced that they will report Q3, 2025 results on May 16, 2025공시 • Feb 28+ 1 more updateBrady Corporation Appoints Anne De Greef-Safft as Board of DirectorsBrady Corporation announced that Anne De Greef-Safft has joined its Board of Directors, effective February 25, 2025. From 2018 to 2024, Ms. De Greef-Safft provided strategic and operational consulting services to private equity firms, including Windjammer Capital, and their portfolio companies. She was Group President of the Food Service Equipment Group for Standex International from 2015 to 2017. Prior to Standex, she held four successive positions at Danaher as President of increasingly complex, global operating companies over a period of 12 years. She previously served in a variety of engineering, marketing, sales and business development roles within several global manufacturing companies. Ms. De Greef-Safft serves on the boards of Ag Growth International (AGI), Benchmark Electronics and Ambarella. A native of Belgium, Ms. De Greef-Safft has a bachelor’s and master’s degree in electronics engineering from the Catholic University of Louvain in Belgium, and a master of business administration from Babson College in Wellesley, Massachusetts.공시 • Feb 21Brady Corporation Updates Earnings Guidance for the Fiscal Year Ending July 31, 2025Brady Corporation updated earnings guidance for the fiscal year ending July 31, 2025. For the year, the company's GAAP earnings per diluted Class A Nonvoting Common Share was updated for facility closure and other reorganization costs incurred to date in the range of $3.99 to $4.24 per share against previous guidance range of $4.02 to $4.32 per share.공시 • Feb 11Brady Corporation to Report Q2, 2025 Results on Feb 21, 2025Brady Corporation announced that they will report Q2, 2025 results on Feb 21, 2025공시 • Dec 05Brady Corporation Declares Regular Dividend, Payable on January 31, 2025At the Board of Directors meeting on December 3, 2024, Brady Corporation's board declared a dividend to shareholders of the Company's Class A Common Stock of $0.24 per share, payable on January 31, 2025, to shareholders of record at the close of business on January 10, 2025.공시 • Nov 19Brady Corporation Updates Earnings Guidance for the Fiscal Year Ending July 31, 2025Brady Corporation updated earnings guidance for the fiscal year ending July 31, 2025. For the year, the Company’s GAAP earnings per diluted Class A Nonvoting Common Share guidance was updated for amortization and other acquisition-related charges to $4.02 to $4.32 per share.공시 • Nov 07Brady Corporation to Report Q1, 2025 Results on Nov 18, 2024Brady Corporation announced that they will report Q1, 2025 results on Nov 18, 2024Upcoming Dividend • Oct 03Upcoming dividend of US$0.24 per shareEligible shareholders must have bought the stock before 10 October 2024. Payment date: 31 October 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.2%).Board Change • Oct 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Deidre Cusack was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Sep 18President recently sold €827k worth of stockOn the 13th of September, Russell Shaller sold around 13k shares on-market at roughly €65.91 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Russell's only on-market trade for the last 12 months.Declared Dividend • Sep 16Fourth quarter dividend of US$0.24 announcedShareholders will receive a dividend of US$0.24. Ex-date: 10th October 2024 Payment date: 31st October 2024 Dividend yield will be 1.4%, which is lower than the industry average of 4.3%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 2.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 18% over the next 2 years, which should provide support to the dividend and adequate earnings cover.공시 • Sep 10Brady Corporation Announces Director ChangesOn September 4, 2024, the Board of Directors of the Brady Corporation elected Deidre Cusack to join the Board of Directors, effective immediately. Ms. Cusack had been nominated for election to the Board of Directors through a process conducted by the Corporate Governance Committee of the Board of Directors. Ms. Cusack has been appointed to the Technology Committee of the Board of Directors. Ms. Cusack was Executive Vice President, Global Products & Solutions for Dematic Corporation from 2020 until her retirement in 2024. There are no actual or proposed transactions between Ms. Cusack or any of her related persons and the Company that would require disclosure under Item 404 (a) of Regulation S-K in connection with her appointment as a director of the Company.Reported Earnings • Sep 06Full year 2024 earnings released: EPS: US$4.10 (vs US$3.51 in FY 2023)Full year 2024 results: EPS: US$4.10 (up from US$3.51 in FY 2023). Revenue: US$1.34b (flat on FY 2023). Net income: US$197.2m (up 13% from FY 2023). Profit margin: 15% (up from 13% in FY 2023). Revenue is forecast to grow 8.9% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 15% per year.공시 • Aug 27Brady Corporation to Report Q4, 2024 Results on Sep 06, 2024Brady Corporation announced that they will report Q4, 2024 results on Sep 06, 2024공시 • Aug 01Brady Corporation (NYSE:BRC) acquired Gravotech Holding for €120 million.Brady Corporation (NYSE:BRC) acquired Gravotech Holding for €120 million on August 1, 2024. Brady Corporation (NYSE:BRC) completed the acquisition of Gravotech Holding on August 1, 2024.Upcoming Dividend • Jul 05Upcoming dividend of US$0.23 per shareEligible shareholders must have bought the stock before 10 July 2024. Payment date: 31 July 2024. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.9%).공시 • May 25Brady Corporation Appoints Christopher Hix to its Board of DirectorsBrady Corporation announced that Christopher Hix will join its Board of Directors, effective May 24, 2024. Mr. Hix joins the Brady Board of Directors after a 39-year career in public companies serving a broad range of global markets. From 2016 until his retirement in 2022, he served as Chief Financial Officer of Enovis Corporation. Mr. Hix was the Chief Financial Officer of OM Group Inc., from 2012 until the company’s acquisition in late 2015. He also served as the Chief Financial Officer of Robbins & Myers, from 2006 to 2011, during a period of significant expansion and business portfolio changes. Prior to that, Mr. Hix spent 14 years in a variety of operating, financial and strategic roles within Roper Industries. He served on the Board of Directors of ESAB Corporation, from 2021 through 2024. Mr. Hix received a Master of Business Administration from St. Mary’s College of California and a Bachelor of Science in Business Administration from the University of Southern California. Early in his career he earned his public accounting certification.Declared Dividend • May 24Third quarter dividend of US$0.23 announcedShareholders will receive a dividend of US$0.23. Ex-date: 10th July 2024 Payment date: 31st July 2024 Dividend yield will be 1.4%, which is lower than the industry average of 4.3%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 1.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 17% over the next 2 years, which should provide support to the dividend and adequate earnings cover.공시 • May 24Brady Corporation Raises Earnings Guidance for the Fiscal 2024Brady Corporation raised earnings guidance for the Fiscal 2024. For the period, the company raised its GAAP earnings per diluted Class A Nonvoting Common Share guidance for the year ending July 31, 2024 from the previous guidance range of $3.80 to $3.95 per share to the new full year guidance range of $3.93 to $4.00 per share. The Company raised its Diluted EPS Excluding Certain Items* guidance for the year ending July 31, 2024 from the previous range of $3.95 to $4.10 per share to the new full year guidance range of $4.08 to $4.15 per share.Reported Earnings • May 23Third quarter 2024 earnings released: EPS: US$1.06 (vs US$0.97 in 3Q 2023)Third quarter 2024 results: EPS: US$1.06 (up from US$0.97 in 3Q 2023). Revenue: US$343.4m (up 1.9% from 3Q 2023). Net income: US$50.9m (up 5.9% from 3Q 2023). Profit margin: 15% (in line with 3Q 2023). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.공시 • May 22Brady Corporation Declares Regular Dividend on Class A Common Stock, Payable on July 31, 2024On May 20, 2024, Brady Corporation’s Board of Directors declared a dividend to shareholders of the company’s Class A Common Stock of $0.235 per share, payable on July 31, 2024, to shareholders of record at the close of business on July 10, 2024.공시 • May 03Brady Corporation to Report Q3, 2024 Results on May 22, 2024Brady Corporation announced that they will report Q3, 2024 results on May 22, 2024Upcoming Dividend • Apr 01Upcoming dividend of US$0.23 per shareEligible shareholders must have bought the stock before 08 April 2024. Payment date: 30 April 2024. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.1%).Recent Insider Transactions • Mar 21Independent Director recently sold €1.3m worth of stockOn the 19th of March, Elizabeth Bruno sold around 23k shares on-market at roughly €53.84 per share. This transaction amounted to 2.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.3m more than they bought in the last 12 months.Declared Dividend • Feb 25Second quarter dividend of US$0.23 announcedShareholders will receive a dividend of US$0.23. Ex-date: 8th April 2024 Payment date: 30th April 2024 Dividend yield will be 1.6%, which is lower than the industry average of 4.3%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 2.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 7.3% over the next year, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 23Second quarter 2024 earnings released: EPS: US$0.90 (vs US$0.76 in 2Q 2023)Second quarter 2024 results: EPS: US$0.90 (up from US$0.76 in 2Q 2023). Revenue: US$322.6m (down 1.1% from 2Q 2023). Net income: US$43.6m (up 15% from 2Q 2023). Profit margin: 14% (up from 12% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.공시 • Feb 22+ 1 more updateBrady Corporation Revises Earnings Guidance for the Year Ending July 31, 2024Brady Corporation revised earnings guidance for the year ending July 31, 2024. For the year, the Company raised the low end of its GAAP earnings per diluted Class A Nonvoting Common Share guidance for the year ending July 31, 2024 from the previous guidance range of $3.70 to $3.95 per share to the new full year guidance range of $3.80 to $3.95 per share. The Company also raised the low end of its Diluted EPS Excluding Certain Items guidance for the year ending July 31, 2024 from the previous range of $3.85 to $4.10 per share to the new full year guidance range of $3.95 to $4.10 per share.Upcoming Dividend • Jan 02Upcoming dividend of US$0.23 per share at 1.6% yieldEligible shareholders must have bought the stock before 09 January 2024. Payment date: 31 January 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (4.3%).공시 • Nov 17+ 1 more updateBrady Corporation Reaffirms Earnings Guidance for the Year Ending July 31, 2024Brady Corporation reaffirmed earnings guidance for the year ending July 31, 2024. For the year, the company’s GAAP earnings per diluted Class A Nonvoting Common Share guidance for the year ending July 31, 2024 remains unchanged at $3.70 to $3.95 per share, and the Company’s Diluted EPS Excluding Certain Items guidance for the year ending July 31, 2024 also remains unchanged at $3.85 to $4.10 per share.Reported Earnings • Nov 17First quarter 2024 earnings released: EPS: US$0.97 (vs US$0.78 in 1Q 2023)First quarter 2024 results: EPS: US$0.97 (up from US$0.78 in 1Q 2023). Revenue: US$332.0m (up 2.9% from 1Q 2023). Net income: US$47.2m (up 22% from 1Q 2023). Profit margin: 14% (up from 12% in 1Q 2023). Revenue is forecast to grow 4.7% p.a. on average during the next 2 years, compared to a 4.9% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.공시 • Nov 07Brady Corporation to Report Q1, 2024 Results on Nov 16, 2023Brady Corporation announced that they will report Q1, 2024 results on Nov 16, 2023공시 • Oct 22Brady Corporation, Annual General Meeting, Nov 15, 2023Brady Corporation, Annual General Meeting, Nov 15, 2023, at 09:00 Central Standard Time.Upcoming Dividend • Sep 29Upcoming dividend of US$0.23 per share at 1.7% yieldEligible shareholders must have bought the stock before 06 October 2023. Payment date: 31 October 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.8%).Reported Earnings • Sep 06Full year 2023 earnings released: EPS: US$3.53 (vs US$2.91 in FY 2022)Full year 2023 results: EPS: US$3.53 (up from US$2.91 in FY 2022). Revenue: US$1.33b (up 2.3% from FY 2022). Net income: US$174.9m (up 17% from FY 2022). Profit margin: 13% (up from 12% in FY 2022). Revenue is forecast to grow 2.6% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.공시 • Aug 24Brady Corporation to Report Q4, 2023 Results on Sep 05, 2023Brady Corporation announced that they will report Q4, 2023 results on Sep 05, 2023Upcoming Dividend • Jun 30Upcoming dividend of US$0.23 per share at 1.9% yieldEligible shareholders must have bought the stock before 07 July 2023. Payment date: 31 July 2023. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.3%).공시 • Jun 25Brady Corporation(NYSE:BRC) dropped from Russell Small Cap Comp Growth IndexBrady Corporation(NYSE:BRC) dropped from Russell Small Cap Comp Growth Index공시 • May 19Brady Corporation Revises Earnings Guidance for the Year Ending July 31, 2023Brady Corporation revised earnings guidance for the Year Ending July 31, 2023. Earnings per diluted Class A Common share guidance was adjusted for the full year ending July 31, 2023 from the previous range of $3.23 to $3.43 to the new range of $3.32 to $3.47 on a GAAP basis. The company raised the low end of its Diluted EPS Excluding Certain Items guidance for the year ending July 31, 2023 from the previous range of $3.40 to $3.60 per share to the new full year guidance range of $3.45 to $3.60 per share.공시 • May 18Brady Corporation Declares Regular Dividend, Payable on July 31, 2023On May 16, 2023, Brady Corporation’s Board of Directors declared a dividend to shareholders of the company's Class A Common Stock of $0.23 per share, payable on July 31, 2023, to shareholders of record at the close of business on July 10, 2023.Reported Earnings • May 18Third quarter 2023 earnings released: EPS: US$0.97 (vs US$0.78 in 3Q 2022)Third quarter 2023 results: EPS: US$0.97 (up from US$0.78 in 3Q 2022). Revenue: US$337.1m (flat on 3Q 2022). Net income: US$48.1m (up 20% from 3Q 2022). Profit margin: 14% (up from 12% in 3Q 2022). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 30Upcoming dividend of US$0.23 per share at 1.8% yieldEligible shareholders must have bought the stock before 06 April 2023. Payment date: 28 April 2023. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.4%).Reported Earnings • Feb 26Second quarter 2023 earnings released: EPS: US$0.76 (vs US$0.65 in 2Q 2022)Second quarter 2023 results: EPS: US$0.76 (up from US$0.65 in 2Q 2022). Revenue: US$326.2m (up 2.6% from 2Q 2022). Net income: US$38.0m (up 12% from 2Q 2022). Profit margin: 12% (up from 11% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.공시 • Feb 14Brady Corporation to Report Q2, 2023 Results on Feb 24, 2023Brady Corporation announced that they will report Q2, 2023 results on Feb 24, 2023공시 • Feb 02Brady Corporation Appoints Brett Wilms as President – EMEA & AustraliaEffective February 1, 2023, Brady Corporation appointed Brett Wilms to the role of President – EMEA & Australia. Mr. Wilms, age 48, previously served as the Managing Director of Identification Solutions EMEA since 2018, with added responsibility as the Interim General Manager of the Workplace Safety business since 2022. Prior to joining Brady Corporation, he was a Managing Director of a business within Groupe Autajon, a French publicly-traded labels and packaging group with a primary focus on the pharmaceutical market, from 2011 through 2018. Before joining Groupe Autajon, Mr. Wilms was Vice President of Operations EMEA for Pentair Inc.Upcoming Dividend • Jan 02Upcoming dividend of US$0.23 per shareEligible shareholders must have bought the stock before 09 January 2023. Payment date: 31 January 2023. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.0%).Reported Earnings • Nov 18First quarter 2023 earnings released: EPS: US$0.79 (vs US$0.66 in 1Q 2022)First quarter 2023 results: EPS: US$0.79 (up from US$0.66 in 1Q 2022). Revenue: US$322.6m (flat on 1Q 2022). Net income: US$39.4m (up 15% from 1Q 2022). Profit margin: 12% (up from 11% in 1Q 2022). Revenue is forecast to grow 3.0% p.a. on average during the next 2 years, compared to a 5.8% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.공시 • Nov 18Brady Corporation Provides Earnings Guidance for the Year Ending July 31, 2023The Brady Corporation's GAAP earnings per diluted Class A Nonvoting Common Share guidance for the year ending July 31, 2023 remains unchanged at $3.13 to $3.43 per share, and the Company’s Diluted EPS Excluding Certain Items guidance for the year ending July 31, 2023 also remains unchanged at $3.30 to $3.60 per share.공시 • Nov 17Brady Corporation Declares Dividend, Payable on January 31, 2023The Board of Brady Corporation declared a dividend to shareholders of the Company's Class A Common Stock of $0.23 per share, payable on January 31, 2023, to shareholders of record at the close of business on January 10, 2023.공시 • Nov 08Brady Corporation to Report Q1, 2023 Results on Nov 17, 2022Brady Corporation announced that they will report Q1, 2023 results at 9:30 AM, US Eastern Standard Time on Nov 17, 2022공시 • Oct 14Brady Corporation, Annual General Meeting, Nov 16, 2022Brady Corporation, Annual General Meeting, Nov 16, 2022, at 09:00 Central Standard Time.Upcoming Dividend • Sep 29Upcoming dividend of US$0.23 per shareEligible shareholders must have bought the stock before 06 October 2022. Payment date: 28 October 2022. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (5.5%). Lower than average of industry peers (4.9%).Reported Earnings • Sep 02Full year 2022 earnings released: EPS: US$2.92 (vs US$2.48 in FY 2021)Full year 2022 results: EPS: US$2.92 (up from US$2.48 in FY 2021). Revenue: US$1.30b (up 14% from FY 2021). Net income: US$150.0m (up 16% from FY 2021). Profit margin: 12% (in line with FY 2021). Over the next year, revenue is forecast to grow 2.6%, compared to a 4.3% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 2% per year.공시 • Sep 02Brady Corporation Provides Earnings Guidance for the Fiscal Ending July 31, 2023Brady Corporation provided earnings guidance for the fiscal ending July 31, 2023. For the period, the company expects GAAP earnings per diluted Class A Nonvoting Common Share to range from $3.13 to $3.43, which would be an increase of 7.9% to 18.3% over the GAAP earnings per diluted Class A nonvoting Common Share of $2.90 for the year ended July 31, 2022.공시 • Sep 01Brady Corporation Announces Quarterly Dividend, Payable on October 28, 2022On August 30, 2022, Brady Corporation’s Board of Directors approved an increase in the annual dividend to shareholders of the company’s Class A Common Stock from $0.90 per share to $0.92 per share. A quarterly dividend to shareholders of the Company’s Class A Common Stock of $0.23 per share will be paid on October 28, 2022, to shareholders of record at the close of business on October 7, 2022.공시 • Aug 20Brady Corporation to Report Q4, 2022 Results on Sep 01, 2022Brady Corporation announced that they will report Q4, 2022 results at 9:30 AM, US Eastern Standard Time on Sep 01, 2022공시 • Aug 06Brady Corporation Appoints Olivier Bojarski as President of Its Identification Solutions BusinessBrady Corporation announced the appointment of Olivier Bojarski to the position of President – Identification Solutions, effective August 25, 2022. Mr. Bojarski will report to Brady’s President and Chief Executive Officer Russell Shaller, and will lead the Company’s global division with fiscal 2021 net sales of approximately $841.5 million. Mr. Bojarski joins Brady from Belden Incorporated, where he served as Executive Vice President of the Broadband and 5G business with global responsibility for connectivity and cable solutions sold into the wireline and wireless broadband markets. During his time at Belden, he also held the roles of President for Thinklogical, a provider of high-performance switches for commercial and military applications, as well as Vice President and General Manager for the EMEA Smart Buildings business with responsibility for networking solutions into datacenters, commercial buildings and the contractor market. Prior to joining Belden in 2016, he was General Manager of a business unit consisting of three global infrastructure businesses within the electrification division of ABB Ltd. Prior to joining ABB Ltd., Mr. Bojarski held a number of positions of increasing responsibility at Panduit Corporation. Mr. Bojarski holds a bachelor’s degree in electrical engineering from the Georgia Institute of Technology and a master’s degree in business administration from Georgia State University.Upcoming Dividend • Jun 30Upcoming dividend of US$0.23 per shareEligible shareholders must have bought the stock before 07 July 2022. Payment date: 29 July 2022. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (3.7%).Reported Earnings • May 27Third quarter 2022 earnings released: EPS: US$0.78 (vs US$0.72 in 3Q 2021)Third quarter 2022 results: EPS: US$0.78 (up from US$0.72 in 3Q 2021). Revenue: US$338.6m (up 15% from 3Q 2021). Net income: US$40.1m (up 7.4% from 3Q 2021). Profit margin: 12% (in line with 3Q 2021). Over the next year, revenue is forecast to grow 5.0%, compared to a 16% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year and the company’s share price has also increased by 1% per year.공시 • May 27Brady Corporation Declares Quarterly Dividend on its Class A Common Stock, Payable on July 29, 2022Brady Corporation announced that on May 24, 2022, its Board of Directors declared a quarterly dividend to shareholders of the company's Class A Common Stock of $0.225 per share, payable on July 29, 2022, to shareholders of record at the close of business on July 8, 2022.공시 • May 05Brady Corporation to Report Q3, 2022 Results on May 26, 2022Brady Corporation announced that they will report Q3, 2022 results on May 26, 2022공시 • Apr 08Brady Corporation Announces Resignation of Helena R. NelliganBrady Corporation announced that on April 5, 2022, Helena R. Nelligan, Senior V.P. - Human Resources of Brady Corporation, informed the Company of her intent to retire effective April 8, 2022. Ms. Nelligan will continue to be an employee of the Company through September 30, 2022, serving in the role of Special Advisor to the V.P. of Human Resources, pursuant to the terms of a Complete and Permanent Release and Resignation Agreement, dated April 5, 2022. Ms. Nelligan will continue to receive her salary and fringe benefits through the term of the Agreement.Upcoming Dividend • Mar 31Upcoming dividend of US$0.23 per shareEligible shareholders must have bought the stock before 07 April 2022. Payment date: 29 April 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (3.7%). Lower than average of industry peers (2.5%).Recent Insider Transactions • Mar 23Insider recently bought €397k worth of stockOn the 15th of March, Russell Shaller bought around 10k shares on-market at roughly €39.73 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €350k more in shares than they have sold in the last 12 months.공시 • Feb 24Brady Corporation Appoints Joanne Collins Smee and Vineet Nargolwala its Board of DirectorsBrady Corporation announced that Joanne Collins Smee and Vineet Nargolwala will join its Board of Directors, effective February 22, 2022. Ms. Collins Smee is Chief Commercial, Small and Medium Businesses & Channels Officer at Xerox Holdings Corporation. Prior to Xerox, she spent more than 27 years at IBM in a variety of leadership roles, most recently as General Manager, Client Service Delivery, Global Business Consulting Services. Ms. Collins Smee also served as the leader of the Technology Transformation Team for the General Services Administration of the U.S. Federal Government, where she led technology and process design teams with the primary mission to transform the way federal government agencies build, buy and use technology. Mr. Vineet Nargolwala is Executive Vice President, Sensing Solutions for Sensata Technologies, a leading industrial technology company that develops sensors, sensor-based solutions, including controllers and software, and other mission-critical products to create valuable business insights for customers and end users. He has been with Sensata Technologies since 2013 in senior executive roles serving a broad spectrum of automotive and industrial markets. Prior to Sensata Technologies, he spent nearly 10 years at Honeywell International Inc. in a variety of leadership roles. Ms. Collins Smee has been appointed to the Technology Committee of the Board of Directors, and Mr. Nargolwala has been appointed to the Finance Committee of the Board of Directors.Reported Earnings • Feb 18Second quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2022 results: EPS: US$0.33 (down from US$0.59 in 2Q 2021). Revenue: US$318.1m (up 20% from 2Q 2021). Net income: US$33.8m (up 9.6% from 2Q 2021). Profit margin: 11% (down from 12% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.4%. Over the next year, revenue is forecast to grow 5.5%, compared to a 23% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 2% per year.공시 • Feb 18Brady Corporation Updates Earnings Guidance for the Full Year Ending July 31, 2022Brady Corporation updated earnings guidance for the full year ending July 31, 2022. For the year, The company modifying its Diluted EPS Excluding Amortization guidance from its original range of $3.12 to $3.32 per share to a range of $3.00 to $3.15 for the full year ending July 31, 2022, which includes a reduction of $0.05 due to the strengthening of the U.S. dollar versus other major currencies.공시 • Feb 17Brady Corporation Declares Quarterly Dividend, Payable on April 29, 2022On February 15, 2022, Brady Corporation’s Board of Directors declared a quarterly dividend to shareholders of the company's Class A Common Stock of $0.225 per share, payable on April 29, 2022, to shareholders of record at the close of business on April 8, 2022.Upcoming Dividend • Dec 31Upcoming dividend of US$0.23 per shareEligible shareholders must have bought the stock before 07 January 2022. Payment date: 31 January 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (3.2%).Reported Earnings • Nov 19First quarter 2022 earnings released: EPS US$0.67 (vs US$0.63 in 1Q 2021)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2022 results: Revenue: US$321.5m (up 16% from 1Q 2021). Net income: US$35.0m (up 7.3% from 1Q 2021). Profit margin: 11% (in line with 1Q 2021). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 30Upcoming dividend of US$0.23 per shareEligible shareholders must have bought the stock before 07 October 2021. Payment date: 29 October 2021. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.2%).Reported Earnings • Sep 05Full year 2021 earnings released: EPS US$2.48 (vs US$2.11 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: US$1.14b (up 5.9% from FY 2020). Net income: US$128.8m (up 16% from FY 2020). Profit margin: 11% (up from 10% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 7% per year.공시 • Sep 03Brady Corporation Provides Earnings Guidance for the Year Ending July 31, 2022Brady Corporation provided earnings guidance for the year ending July 31, 2022. Brady expects earnings per diluted Class A Nonvoting Common Share, excluding after-tax amortization expense to range from $3.12 to $3.32 for the year ending July 31, 2022. Brady also expects GAAP earnings per diluted Class A Nonvoting Common Share to range from $2.90 to $3.10, which would be an increase of 17.4% to 25.5% over the GAAP earnings per diluted Class A Nonvoting Common Share of $2.47 for the year ended July 31, 2021. Included in earnings-per-share guidance is an $8.1 million increase in amortization expense from $7.1 million in fiscal 2021 to $15.2 million for the year ending July 31, 2022, which equates to an after-tax year-over-year increase of approximately $0.12 per share.Executive Departure • Jul 23Independent Director Gary Balkema has left the companyOn the 20th of July, Gary Balkema's tenure as Independent Director ended after 11.0 years in the role. As of March 2021, Gary still personally held 13.30k shares (€612k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 6.46 years.Upcoming Dividend • Jul 01Upcoming dividend of US$0.22 per shareEligible shareholders must have bought the stock before 08 July 2021. Payment date: 30 July 2021. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.3%).공시 • Jun 28+ 2 more updatesBrady Corporation(NYSE:BRC) dropped from Russell 2500 Growth IndexBrady Corporation(NYSE:BRC) dropped from Russell 2500 Growth Index공시 • Jun 19Brady Corporation (NYSE:BRC) acquired The Code Corporation for approximately $180 million.Brady Corporation (NYSE:BRC) acquired The Code Corporation for approximately $180 million on June 16, 2021. The purchase price is inclusive of The Code Corporation's working capital in the amount of $4.52 million and is subject to a working capital adjustment and escrow provisions. The transaction will be funded with cash on hand as well as with borrowings on its existing revolving line of credit. Brady anticipates EBITDA from Code of approximately $10 million for the first full fiscal year ending July 31, 2022, inclusive of integration-related costs. The transaction is subject to antitrust regulations. Michael R. Miller and John Gilson from Moore & Van Allen PLLC served as a legal advisor for The Code Corporation. Eric Lenzen from Husch Blackwell LLP served as a legal advisor for Brady Worldwide, Inc. Brady Corporation (NYSE:BRC) completed the acquisition of The Code Corporation on June 16, 2021.Executive Departure • May 28Independent Chairman of the Board Conrad Goodkind has left the companyOn the 21st of May, Conrad Goodkind's tenure as Independent Chairman of the Board ended after 13.7 years in the role. As of March 2021, Conrad personally held 66.42k shares (€2.7m worth at the time). Conrad is the only executive to leave the company over the last 12 months.매출 및 비용 세부 내역Brady가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이DB:BRV 매출, 비용 및 순이익 (USD Millions)날짜매출순이익일반관리비연구개발비30 Apr 261,6222094499431 Jan 261,5692034429031 Oct 251,5421964368431 Jul 251,5141894308030 Apr 251,4601944207431 Jan 251,4211934037331 Oct 241,3861963927131 Jul 241,3411963776830 Apr 241,3441903816731 Jan 241,3381883766531 Oct 231,3411823776331 Jul 231,3321743716130 Apr 231,3101663686131 Jan 231,3111583736031 Oct 221,3031543735931 Jul 221,3021493805930 Apr 221,2841363795631 Jan 221,2411333745231 Oct 211,1891303634831 Jul 211,1451293474530 Apr 211,0901293324131 Jan 211,0611053243931 Oct 201,0721083304031 Jul 201,0811123364130 Apr 201,1251203494331 Jan 201,1491423614431 Oct 191,1541373664531 Jul 191,1611303714530 Apr 191,1631293734631 Jan 191,1721203804631 Oct 181,177953854631 Jul 181,174903904530 Apr 181,166813964531 Jan 181,143773934331 Oct 171,123983904131 Jul 171,113953884030 Apr 171,106953903831 Jan 171,117933973731 Oct 161,118834023631 Jul 161,121794053630 Apr 161,127154103631 Jan 161,131124073631 Oct 151,14584143631 Jul 151,172442337양질의 수익: BRV는 고품질 수익을 보유하고 있습니다.이익 마진 증가: BRV의 현재 순 이익률 (12.9%)은 지난해 (13.3%)보다 낮습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: BRV의 수익은 지난 5년 동안 연평균 10% 증가했습니다.성장 가속화: 지난 1년간 BRV 의 수익 증가율(7.6%)은 5년 평균(연간 10%)보다 낮습니다.수익 대 산업: BRV의 지난 1년 수익 증가율(7.6%)은 Commercial Services 업계 평균(17.9%)을 능가하지 못했습니다.자기자본이익률높은 ROE: BRV의 자본 수익률(15.6%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YCommercial-services 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/27 19:38종가2026/05/27 00:00수익2026/04/30연간 수익2025/07/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Brady Corporation는 9명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Mircea DobreBairdCharles BradyBMO Capital Markets Equity ResearchGeorge StaphosBofA Global Research6명의 분석가 더 보기
Reported Earnings • May 20Third quarter 2026 earnings released: EPS: US$1.22 (vs US$1.10 in 3Q 2025)Third quarter 2026 results: EPS: US$1.22 (up from US$1.10 in 3Q 2025). Revenue: US$435.2m (up 14% from 3Q 2025). Net income: US$57.8m (up 11% from 3Q 2025). Profit margin: 13% (in line with 3Q 2025). Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
공시 • May 14Brady Corporation to Report Q3, 2026 Results on May 18, 2026Brady Corporation announced that they will report Q3, 2026 results at 9:30 AM, US Eastern Standard Time on May 18, 2026
공시 • Feb 11Brady Corporation to Report Q2, 2026 Results on Feb 19, 2026Brady Corporation announced that they will report Q2, 2026 results on Feb 19, 2026
공시 • Nov 04Brady Corporation to Report Q1, 2026 Results on Nov 17, 2025Brady Corporation announced that they will report Q1, 2026 results on Nov 17, 2025
공시 • Aug 27Brady Corporation to Report Q4, 2025 Results on Sep 04, 2025Brady Corporation announced that they will report Q4, 2025 results on Sep 04, 2025
공시 • May 08Brady Corporation to Report Q3, 2025 Results on May 16, 2025Brady Corporation announced that they will report Q3, 2025 results on May 16, 2025
Valuation Update With 7 Day Price Move • May 25Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €72.50, the stock trades at a forward P/E ratio of 17x. Average trailing P/E is 14x in the Commercial Services industry in Germany. Total returns to shareholders of 65% over the past three years.
Declared Dividend • May 22Third quarter dividend of US$0.24 announcedShareholders will receive a dividend of US$0.24. Ex-date: 10th July 2026 Payment date: 31st July 2026 Dividend yield will be 1.2%, which is lower than the industry average of 4.3%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 1.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 41% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
공시 • May 21Brady Corporation announces Quarterly dividend, payable on July 31, 2026Brady Corporation announced Quarterly dividend of USD 0.2450 per share payable on July 31, 2026, ex-date on July 10, 2026 and record date on July 10, 2026.
Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 3 highly experienced directors. President, CEO & Director Russell Shaller was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • May 20Third quarter 2026 earnings released: EPS: US$1.22 (vs US$1.10 in 3Q 2025)Third quarter 2026 results: EPS: US$1.22 (up from US$1.10 in 3Q 2025). Revenue: US$435.2m (up 14% from 3Q 2025). Net income: US$57.8m (up 11% from 3Q 2025). Profit margin: 13% (in line with 3Q 2025). Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
공시 • May 19Brady Corporation Adjusts Earnings Guidance for the Year Ending July 31, 2026Brady Corporation adjusted earnings guidance for the year ending July 31, 2026. The Company adjusted its GAAP earnings per diluted Class A Nonvoting Common Share guidance for the year ending July 31, 2026 from $4.62 per share to $4.82 per share, to $4.66 per share to $4.76 per share.
공시 • May 14Brady Corporation to Report Q3, 2026 Results on May 18, 2026Brady Corporation announced that they will report Q3, 2026 results at 9:30 AM, US Eastern Standard Time on May 18, 2026
공시 • Apr 21Brady Corporation (NYSE:BRC) signed a definitive agreement to acquire Productivity Solutions and Services of Honeywell International Inc. (NasdaqGS : HON) for $1.4 billion.Brady Corporation (NYSE:BRC) signed a definitive agreement to acquire Productivity Solutions and Services of Honeywell International Inc. (NasdaqGS : HON) for $1.4 billion on April 20, 2026. A cash consideration of $1.4 billion will be paid by Brady Corporation. Brady expects to fund the transaction with cash on hand and new debt financing. The transaction reflects TEV/EBITDA multiple of 8x. For the period ending December 31, 2025, Productivity Solutions and Services of Honeywell International Inc reported total revenue of $1.1 billion. The transaction has been unanimously approved by the Boards of Directors of both companies, approval by regulatory board. The expected completion of the transaction in the second half of calendar year 2026. The transaction is expected to be double-digit accretive to adjusted diluted EPS within the first year following close. Goldman Sachs & Co. LLC acted as financial advisor for Brady Corporation. Foley & Lardner LLP acted as legal advisor for Brady Corporation. Centerview Partners LLC acted as a financial advisor to Honeywell International. Kirkland & Ellis LLP acted as a legal advisor to Honeywell International. Baker & McKenzie LLP acted as a external legal advisor to Honeywell International. Womble Bond Dickinson acted as a external advisor to Honeywell International.
공시 • Feb 25Brady Corporation Declares Regular Dividend, Payable on April 30, 2026On February 24, 2026, Brady Corporation’s Board of Directors declared a dividend to shareholders of the company’s Class A Common Stock of $0.245 per share, payable on April 30, 2026, to shareholders of record at the close of business on April 9, 2026.
공시 • Feb 19Brady Corporation Raises Earnings Guidance for the Year Ending July 31, 2026Brady Corporation raised earnings guidance for the year ending July 31, 2026. for the year, the company raised the low end of its GAAP earningsper diluted Class A Nonvoting Common Share guidance for the year ending July 31, 2026 from $4.57 to $4.82 per share, to $4.62 to $4.82 per share.
공시 • Feb 11Brady Corporation to Report Q2, 2026 Results on Feb 19, 2026Brady Corporation announced that they will report Q2, 2026 results on Feb 19, 2026
공시 • Nov 04Brady Corporation to Report Q1, 2026 Results on Nov 17, 2025Brady Corporation announced that they will report Q1, 2026 results on Nov 17, 2025
공시 • Sep 04+ 1 more updateBrady Corporation Provides Earnings Guidance for the Year Ending July 31, 2026Brady Corporation provided earnings guidance for the year ending July 31, 2026. The Company expects GAAP earnings per diluted Class A Nonvoting Common Share to range from $4.55 to $4.85 for the year ending July 31, 2026, which represents an increase of 15.5% to 23.1% compared to GAAP earnings per diluted Class A Nonvoting Common Share of $3.94 for the year ended July 31, 2025.
공시 • Aug 27Brady Corporation to Report Q4, 2025 Results on Sep 04, 2025Brady Corporation announced that they will report Q4, 2025 results on Sep 04, 2025
공시 • Aug 05Brady Corporation (NYSE:BRC) acquired MECCO Partners, LLC.Brady Corporation (NYSE:BRC) acquired MECCO Partners, LLC on August 4, 2025. A cash consideration of $20 million will be paid by Brady Corporation. As part of consideration, $20 million is paid towards common equity of MECCO Partners, LLC. Brady is headquartered in Milwaukee, Wisconsin and as of July 31, 2024, employed approximately 5,700 people in its worldwide businesses. Brady’s fiscal 2024 sales were approximately $1.34 billion. Brady Corporation (NYSE:BRC) completed the acquisition of MECCO Partners, LLC on August 4, 2025.
공시 • May 18Brady Corporation Updates Earnings Guidance for the Year Ending July 31, 2025Brady Corporation updated earnings guidance for the year ending July 31, 2025. For the year, the Company’s GAAP earnings per diluted Class A Nonvoting Share was updated for facility closure and other reorganization costs incurred to date to $3.95 to $4.10 per share, from $3.99 to $4.24 per share.
공시 • May 16Brady Corporation Declares Regular Dividend to Shareholders, Payable on July 31, 2025On May 15, 2025, Brady Corporation’s Board of Directors declared a dividend to shareholders of the company’s Class A Common Stock of $0.24 per share, payable on July 31, 2025, to shareholders of record at the close of business on July 10, 2025.
공시 • May 08Brady Corporation to Report Q3, 2025 Results on May 16, 2025Brady Corporation announced that they will report Q3, 2025 results on May 16, 2025
공시 • Feb 28+ 1 more updateBrady Corporation Appoints Anne De Greef-Safft as Board of DirectorsBrady Corporation announced that Anne De Greef-Safft has joined its Board of Directors, effective February 25, 2025. From 2018 to 2024, Ms. De Greef-Safft provided strategic and operational consulting services to private equity firms, including Windjammer Capital, and their portfolio companies. She was Group President of the Food Service Equipment Group for Standex International from 2015 to 2017. Prior to Standex, she held four successive positions at Danaher as President of increasingly complex, global operating companies over a period of 12 years. She previously served in a variety of engineering, marketing, sales and business development roles within several global manufacturing companies. Ms. De Greef-Safft serves on the boards of Ag Growth International (AGI), Benchmark Electronics and Ambarella. A native of Belgium, Ms. De Greef-Safft has a bachelor’s and master’s degree in electronics engineering from the Catholic University of Louvain in Belgium, and a master of business administration from Babson College in Wellesley, Massachusetts.
공시 • Feb 21Brady Corporation Updates Earnings Guidance for the Fiscal Year Ending July 31, 2025Brady Corporation updated earnings guidance for the fiscal year ending July 31, 2025. For the year, the company's GAAP earnings per diluted Class A Nonvoting Common Share was updated for facility closure and other reorganization costs incurred to date in the range of $3.99 to $4.24 per share against previous guidance range of $4.02 to $4.32 per share.
공시 • Feb 11Brady Corporation to Report Q2, 2025 Results on Feb 21, 2025Brady Corporation announced that they will report Q2, 2025 results on Feb 21, 2025
공시 • Dec 05Brady Corporation Declares Regular Dividend, Payable on January 31, 2025At the Board of Directors meeting on December 3, 2024, Brady Corporation's board declared a dividend to shareholders of the Company's Class A Common Stock of $0.24 per share, payable on January 31, 2025, to shareholders of record at the close of business on January 10, 2025.
공시 • Nov 19Brady Corporation Updates Earnings Guidance for the Fiscal Year Ending July 31, 2025Brady Corporation updated earnings guidance for the fiscal year ending July 31, 2025. For the year, the Company’s GAAP earnings per diluted Class A Nonvoting Common Share guidance was updated for amortization and other acquisition-related charges to $4.02 to $4.32 per share.
공시 • Nov 07Brady Corporation to Report Q1, 2025 Results on Nov 18, 2024Brady Corporation announced that they will report Q1, 2025 results on Nov 18, 2024
Upcoming Dividend • Oct 03Upcoming dividend of US$0.24 per shareEligible shareholders must have bought the stock before 10 October 2024. Payment date: 31 October 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.2%).
Board Change • Oct 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Deidre Cusack was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Sep 18President recently sold €827k worth of stockOn the 13th of September, Russell Shaller sold around 13k shares on-market at roughly €65.91 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Russell's only on-market trade for the last 12 months.
Declared Dividend • Sep 16Fourth quarter dividend of US$0.24 announcedShareholders will receive a dividend of US$0.24. Ex-date: 10th October 2024 Payment date: 31st October 2024 Dividend yield will be 1.4%, which is lower than the industry average of 4.3%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 2.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 18% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
공시 • Sep 10Brady Corporation Announces Director ChangesOn September 4, 2024, the Board of Directors of the Brady Corporation elected Deidre Cusack to join the Board of Directors, effective immediately. Ms. Cusack had been nominated for election to the Board of Directors through a process conducted by the Corporate Governance Committee of the Board of Directors. Ms. Cusack has been appointed to the Technology Committee of the Board of Directors. Ms. Cusack was Executive Vice President, Global Products & Solutions for Dematic Corporation from 2020 until her retirement in 2024. There are no actual or proposed transactions between Ms. Cusack or any of her related persons and the Company that would require disclosure under Item 404 (a) of Regulation S-K in connection with her appointment as a director of the Company.
Reported Earnings • Sep 06Full year 2024 earnings released: EPS: US$4.10 (vs US$3.51 in FY 2023)Full year 2024 results: EPS: US$4.10 (up from US$3.51 in FY 2023). Revenue: US$1.34b (flat on FY 2023). Net income: US$197.2m (up 13% from FY 2023). Profit margin: 15% (up from 13% in FY 2023). Revenue is forecast to grow 8.9% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 15% per year.
공시 • Aug 27Brady Corporation to Report Q4, 2024 Results on Sep 06, 2024Brady Corporation announced that they will report Q4, 2024 results on Sep 06, 2024
공시 • Aug 01Brady Corporation (NYSE:BRC) acquired Gravotech Holding for €120 million.Brady Corporation (NYSE:BRC) acquired Gravotech Holding for €120 million on August 1, 2024. Brady Corporation (NYSE:BRC) completed the acquisition of Gravotech Holding on August 1, 2024.
Upcoming Dividend • Jul 05Upcoming dividend of US$0.23 per shareEligible shareholders must have bought the stock before 10 July 2024. Payment date: 31 July 2024. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.9%).
공시 • May 25Brady Corporation Appoints Christopher Hix to its Board of DirectorsBrady Corporation announced that Christopher Hix will join its Board of Directors, effective May 24, 2024. Mr. Hix joins the Brady Board of Directors after a 39-year career in public companies serving a broad range of global markets. From 2016 until his retirement in 2022, he served as Chief Financial Officer of Enovis Corporation. Mr. Hix was the Chief Financial Officer of OM Group Inc., from 2012 until the company’s acquisition in late 2015. He also served as the Chief Financial Officer of Robbins & Myers, from 2006 to 2011, during a period of significant expansion and business portfolio changes. Prior to that, Mr. Hix spent 14 years in a variety of operating, financial and strategic roles within Roper Industries. He served on the Board of Directors of ESAB Corporation, from 2021 through 2024. Mr. Hix received a Master of Business Administration from St. Mary’s College of California and a Bachelor of Science in Business Administration from the University of Southern California. Early in his career he earned his public accounting certification.
Declared Dividend • May 24Third quarter dividend of US$0.23 announcedShareholders will receive a dividend of US$0.23. Ex-date: 10th July 2024 Payment date: 31st July 2024 Dividend yield will be 1.4%, which is lower than the industry average of 4.3%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 1.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 17% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
공시 • May 24Brady Corporation Raises Earnings Guidance for the Fiscal 2024Brady Corporation raised earnings guidance for the Fiscal 2024. For the period, the company raised its GAAP earnings per diluted Class A Nonvoting Common Share guidance for the year ending July 31, 2024 from the previous guidance range of $3.80 to $3.95 per share to the new full year guidance range of $3.93 to $4.00 per share. The Company raised its Diluted EPS Excluding Certain Items* guidance for the year ending July 31, 2024 from the previous range of $3.95 to $4.10 per share to the new full year guidance range of $4.08 to $4.15 per share.
Reported Earnings • May 23Third quarter 2024 earnings released: EPS: US$1.06 (vs US$0.97 in 3Q 2023)Third quarter 2024 results: EPS: US$1.06 (up from US$0.97 in 3Q 2023). Revenue: US$343.4m (up 1.9% from 3Q 2023). Net income: US$50.9m (up 5.9% from 3Q 2023). Profit margin: 15% (in line with 3Q 2023). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
공시 • May 22Brady Corporation Declares Regular Dividend on Class A Common Stock, Payable on July 31, 2024On May 20, 2024, Brady Corporation’s Board of Directors declared a dividend to shareholders of the company’s Class A Common Stock of $0.235 per share, payable on July 31, 2024, to shareholders of record at the close of business on July 10, 2024.
공시 • May 03Brady Corporation to Report Q3, 2024 Results on May 22, 2024Brady Corporation announced that they will report Q3, 2024 results on May 22, 2024
Upcoming Dividend • Apr 01Upcoming dividend of US$0.23 per shareEligible shareholders must have bought the stock before 08 April 2024. Payment date: 30 April 2024. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.1%).
Recent Insider Transactions • Mar 21Independent Director recently sold €1.3m worth of stockOn the 19th of March, Elizabeth Bruno sold around 23k shares on-market at roughly €53.84 per share. This transaction amounted to 2.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.3m more than they bought in the last 12 months.
Declared Dividend • Feb 25Second quarter dividend of US$0.23 announcedShareholders will receive a dividend of US$0.23. Ex-date: 8th April 2024 Payment date: 30th April 2024 Dividend yield will be 1.6%, which is lower than the industry average of 4.3%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 2.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 7.3% over the next year, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 23Second quarter 2024 earnings released: EPS: US$0.90 (vs US$0.76 in 2Q 2023)Second quarter 2024 results: EPS: US$0.90 (up from US$0.76 in 2Q 2023). Revenue: US$322.6m (down 1.1% from 2Q 2023). Net income: US$43.6m (up 15% from 2Q 2023). Profit margin: 14% (up from 12% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
공시 • Feb 22+ 1 more updateBrady Corporation Revises Earnings Guidance for the Year Ending July 31, 2024Brady Corporation revised earnings guidance for the year ending July 31, 2024. For the year, the Company raised the low end of its GAAP earnings per diluted Class A Nonvoting Common Share guidance for the year ending July 31, 2024 from the previous guidance range of $3.70 to $3.95 per share to the new full year guidance range of $3.80 to $3.95 per share. The Company also raised the low end of its Diluted EPS Excluding Certain Items guidance for the year ending July 31, 2024 from the previous range of $3.85 to $4.10 per share to the new full year guidance range of $3.95 to $4.10 per share.
Upcoming Dividend • Jan 02Upcoming dividend of US$0.23 per share at 1.6% yieldEligible shareholders must have bought the stock before 09 January 2024. Payment date: 31 January 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (4.3%).
공시 • Nov 17+ 1 more updateBrady Corporation Reaffirms Earnings Guidance for the Year Ending July 31, 2024Brady Corporation reaffirmed earnings guidance for the year ending July 31, 2024. For the year, the company’s GAAP earnings per diluted Class A Nonvoting Common Share guidance for the year ending July 31, 2024 remains unchanged at $3.70 to $3.95 per share, and the Company’s Diluted EPS Excluding Certain Items guidance for the year ending July 31, 2024 also remains unchanged at $3.85 to $4.10 per share.
Reported Earnings • Nov 17First quarter 2024 earnings released: EPS: US$0.97 (vs US$0.78 in 1Q 2023)First quarter 2024 results: EPS: US$0.97 (up from US$0.78 in 1Q 2023). Revenue: US$332.0m (up 2.9% from 1Q 2023). Net income: US$47.2m (up 22% from 1Q 2023). Profit margin: 14% (up from 12% in 1Q 2023). Revenue is forecast to grow 4.7% p.a. on average during the next 2 years, compared to a 4.9% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
공시 • Nov 07Brady Corporation to Report Q1, 2024 Results on Nov 16, 2023Brady Corporation announced that they will report Q1, 2024 results on Nov 16, 2023
공시 • Oct 22Brady Corporation, Annual General Meeting, Nov 15, 2023Brady Corporation, Annual General Meeting, Nov 15, 2023, at 09:00 Central Standard Time.
Upcoming Dividend • Sep 29Upcoming dividend of US$0.23 per share at 1.7% yieldEligible shareholders must have bought the stock before 06 October 2023. Payment date: 31 October 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.8%).
Reported Earnings • Sep 06Full year 2023 earnings released: EPS: US$3.53 (vs US$2.91 in FY 2022)Full year 2023 results: EPS: US$3.53 (up from US$2.91 in FY 2022). Revenue: US$1.33b (up 2.3% from FY 2022). Net income: US$174.9m (up 17% from FY 2022). Profit margin: 13% (up from 12% in FY 2022). Revenue is forecast to grow 2.6% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
공시 • Aug 24Brady Corporation to Report Q4, 2023 Results on Sep 05, 2023Brady Corporation announced that they will report Q4, 2023 results on Sep 05, 2023
Upcoming Dividend • Jun 30Upcoming dividend of US$0.23 per share at 1.9% yieldEligible shareholders must have bought the stock before 07 July 2023. Payment date: 31 July 2023. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.3%).
공시 • Jun 25Brady Corporation(NYSE:BRC) dropped from Russell Small Cap Comp Growth IndexBrady Corporation(NYSE:BRC) dropped from Russell Small Cap Comp Growth Index
공시 • May 19Brady Corporation Revises Earnings Guidance for the Year Ending July 31, 2023Brady Corporation revised earnings guidance for the Year Ending July 31, 2023. Earnings per diluted Class A Common share guidance was adjusted for the full year ending July 31, 2023 from the previous range of $3.23 to $3.43 to the new range of $3.32 to $3.47 on a GAAP basis. The company raised the low end of its Diluted EPS Excluding Certain Items guidance for the year ending July 31, 2023 from the previous range of $3.40 to $3.60 per share to the new full year guidance range of $3.45 to $3.60 per share.
공시 • May 18Brady Corporation Declares Regular Dividend, Payable on July 31, 2023On May 16, 2023, Brady Corporation’s Board of Directors declared a dividend to shareholders of the company's Class A Common Stock of $0.23 per share, payable on July 31, 2023, to shareholders of record at the close of business on July 10, 2023.
Reported Earnings • May 18Third quarter 2023 earnings released: EPS: US$0.97 (vs US$0.78 in 3Q 2022)Third quarter 2023 results: EPS: US$0.97 (up from US$0.78 in 3Q 2022). Revenue: US$337.1m (flat on 3Q 2022). Net income: US$48.1m (up 20% from 3Q 2022). Profit margin: 14% (up from 12% in 3Q 2022). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 30Upcoming dividend of US$0.23 per share at 1.8% yieldEligible shareholders must have bought the stock before 06 April 2023. Payment date: 28 April 2023. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.4%).
Reported Earnings • Feb 26Second quarter 2023 earnings released: EPS: US$0.76 (vs US$0.65 in 2Q 2022)Second quarter 2023 results: EPS: US$0.76 (up from US$0.65 in 2Q 2022). Revenue: US$326.2m (up 2.6% from 2Q 2022). Net income: US$38.0m (up 12% from 2Q 2022). Profit margin: 12% (up from 11% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
공시 • Feb 14Brady Corporation to Report Q2, 2023 Results on Feb 24, 2023Brady Corporation announced that they will report Q2, 2023 results on Feb 24, 2023
공시 • Feb 02Brady Corporation Appoints Brett Wilms as President – EMEA & AustraliaEffective February 1, 2023, Brady Corporation appointed Brett Wilms to the role of President – EMEA & Australia. Mr. Wilms, age 48, previously served as the Managing Director of Identification Solutions EMEA since 2018, with added responsibility as the Interim General Manager of the Workplace Safety business since 2022. Prior to joining Brady Corporation, he was a Managing Director of a business within Groupe Autajon, a French publicly-traded labels and packaging group with a primary focus on the pharmaceutical market, from 2011 through 2018. Before joining Groupe Autajon, Mr. Wilms was Vice President of Operations EMEA for Pentair Inc.
Upcoming Dividend • Jan 02Upcoming dividend of US$0.23 per shareEligible shareholders must have bought the stock before 09 January 2023. Payment date: 31 January 2023. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.0%).
Reported Earnings • Nov 18First quarter 2023 earnings released: EPS: US$0.79 (vs US$0.66 in 1Q 2022)First quarter 2023 results: EPS: US$0.79 (up from US$0.66 in 1Q 2022). Revenue: US$322.6m (flat on 1Q 2022). Net income: US$39.4m (up 15% from 1Q 2022). Profit margin: 12% (up from 11% in 1Q 2022). Revenue is forecast to grow 3.0% p.a. on average during the next 2 years, compared to a 5.8% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
공시 • Nov 18Brady Corporation Provides Earnings Guidance for the Year Ending July 31, 2023The Brady Corporation's GAAP earnings per diluted Class A Nonvoting Common Share guidance for the year ending July 31, 2023 remains unchanged at $3.13 to $3.43 per share, and the Company’s Diluted EPS Excluding Certain Items guidance for the year ending July 31, 2023 also remains unchanged at $3.30 to $3.60 per share.
공시 • Nov 17Brady Corporation Declares Dividend, Payable on January 31, 2023The Board of Brady Corporation declared a dividend to shareholders of the Company's Class A Common Stock of $0.23 per share, payable on January 31, 2023, to shareholders of record at the close of business on January 10, 2023.
공시 • Nov 08Brady Corporation to Report Q1, 2023 Results on Nov 17, 2022Brady Corporation announced that they will report Q1, 2023 results at 9:30 AM, US Eastern Standard Time on Nov 17, 2022
공시 • Oct 14Brady Corporation, Annual General Meeting, Nov 16, 2022Brady Corporation, Annual General Meeting, Nov 16, 2022, at 09:00 Central Standard Time.
Upcoming Dividend • Sep 29Upcoming dividend of US$0.23 per shareEligible shareholders must have bought the stock before 06 October 2022. Payment date: 28 October 2022. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (5.5%). Lower than average of industry peers (4.9%).
Reported Earnings • Sep 02Full year 2022 earnings released: EPS: US$2.92 (vs US$2.48 in FY 2021)Full year 2022 results: EPS: US$2.92 (up from US$2.48 in FY 2021). Revenue: US$1.30b (up 14% from FY 2021). Net income: US$150.0m (up 16% from FY 2021). Profit margin: 12% (in line with FY 2021). Over the next year, revenue is forecast to grow 2.6%, compared to a 4.3% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 2% per year.
공시 • Sep 02Brady Corporation Provides Earnings Guidance for the Fiscal Ending July 31, 2023Brady Corporation provided earnings guidance for the fiscal ending July 31, 2023. For the period, the company expects GAAP earnings per diluted Class A Nonvoting Common Share to range from $3.13 to $3.43, which would be an increase of 7.9% to 18.3% over the GAAP earnings per diluted Class A nonvoting Common Share of $2.90 for the year ended July 31, 2022.
공시 • Sep 01Brady Corporation Announces Quarterly Dividend, Payable on October 28, 2022On August 30, 2022, Brady Corporation’s Board of Directors approved an increase in the annual dividend to shareholders of the company’s Class A Common Stock from $0.90 per share to $0.92 per share. A quarterly dividend to shareholders of the Company’s Class A Common Stock of $0.23 per share will be paid on October 28, 2022, to shareholders of record at the close of business on October 7, 2022.
공시 • Aug 20Brady Corporation to Report Q4, 2022 Results on Sep 01, 2022Brady Corporation announced that they will report Q4, 2022 results at 9:30 AM, US Eastern Standard Time on Sep 01, 2022
공시 • Aug 06Brady Corporation Appoints Olivier Bojarski as President of Its Identification Solutions BusinessBrady Corporation announced the appointment of Olivier Bojarski to the position of President – Identification Solutions, effective August 25, 2022. Mr. Bojarski will report to Brady’s President and Chief Executive Officer Russell Shaller, and will lead the Company’s global division with fiscal 2021 net sales of approximately $841.5 million. Mr. Bojarski joins Brady from Belden Incorporated, where he served as Executive Vice President of the Broadband and 5G business with global responsibility for connectivity and cable solutions sold into the wireline and wireless broadband markets. During his time at Belden, he also held the roles of President for Thinklogical, a provider of high-performance switches for commercial and military applications, as well as Vice President and General Manager for the EMEA Smart Buildings business with responsibility for networking solutions into datacenters, commercial buildings and the contractor market. Prior to joining Belden in 2016, he was General Manager of a business unit consisting of three global infrastructure businesses within the electrification division of ABB Ltd. Prior to joining ABB Ltd., Mr. Bojarski held a number of positions of increasing responsibility at Panduit Corporation. Mr. Bojarski holds a bachelor’s degree in electrical engineering from the Georgia Institute of Technology and a master’s degree in business administration from Georgia State University.
Upcoming Dividend • Jun 30Upcoming dividend of US$0.23 per shareEligible shareholders must have bought the stock before 07 July 2022. Payment date: 29 July 2022. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (3.7%).
Reported Earnings • May 27Third quarter 2022 earnings released: EPS: US$0.78 (vs US$0.72 in 3Q 2021)Third quarter 2022 results: EPS: US$0.78 (up from US$0.72 in 3Q 2021). Revenue: US$338.6m (up 15% from 3Q 2021). Net income: US$40.1m (up 7.4% from 3Q 2021). Profit margin: 12% (in line with 3Q 2021). Over the next year, revenue is forecast to grow 5.0%, compared to a 16% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year and the company’s share price has also increased by 1% per year.
공시 • May 27Brady Corporation Declares Quarterly Dividend on its Class A Common Stock, Payable on July 29, 2022Brady Corporation announced that on May 24, 2022, its Board of Directors declared a quarterly dividend to shareholders of the company's Class A Common Stock of $0.225 per share, payable on July 29, 2022, to shareholders of record at the close of business on July 8, 2022.
공시 • May 05Brady Corporation to Report Q3, 2022 Results on May 26, 2022Brady Corporation announced that they will report Q3, 2022 results on May 26, 2022
공시 • Apr 08Brady Corporation Announces Resignation of Helena R. NelliganBrady Corporation announced that on April 5, 2022, Helena R. Nelligan, Senior V.P. - Human Resources of Brady Corporation, informed the Company of her intent to retire effective April 8, 2022. Ms. Nelligan will continue to be an employee of the Company through September 30, 2022, serving in the role of Special Advisor to the V.P. of Human Resources, pursuant to the terms of a Complete and Permanent Release and Resignation Agreement, dated April 5, 2022. Ms. Nelligan will continue to receive her salary and fringe benefits through the term of the Agreement.
Upcoming Dividend • Mar 31Upcoming dividend of US$0.23 per shareEligible shareholders must have bought the stock before 07 April 2022. Payment date: 29 April 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (3.7%). Lower than average of industry peers (2.5%).
Recent Insider Transactions • Mar 23Insider recently bought €397k worth of stockOn the 15th of March, Russell Shaller bought around 10k shares on-market at roughly €39.73 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €350k more in shares than they have sold in the last 12 months.
공시 • Feb 24Brady Corporation Appoints Joanne Collins Smee and Vineet Nargolwala its Board of DirectorsBrady Corporation announced that Joanne Collins Smee and Vineet Nargolwala will join its Board of Directors, effective February 22, 2022. Ms. Collins Smee is Chief Commercial, Small and Medium Businesses & Channels Officer at Xerox Holdings Corporation. Prior to Xerox, she spent more than 27 years at IBM in a variety of leadership roles, most recently as General Manager, Client Service Delivery, Global Business Consulting Services. Ms. Collins Smee also served as the leader of the Technology Transformation Team for the General Services Administration of the U.S. Federal Government, where she led technology and process design teams with the primary mission to transform the way federal government agencies build, buy and use technology. Mr. Vineet Nargolwala is Executive Vice President, Sensing Solutions for Sensata Technologies, a leading industrial technology company that develops sensors, sensor-based solutions, including controllers and software, and other mission-critical products to create valuable business insights for customers and end users. He has been with Sensata Technologies since 2013 in senior executive roles serving a broad spectrum of automotive and industrial markets. Prior to Sensata Technologies, he spent nearly 10 years at Honeywell International Inc. in a variety of leadership roles. Ms. Collins Smee has been appointed to the Technology Committee of the Board of Directors, and Mr. Nargolwala has been appointed to the Finance Committee of the Board of Directors.
Reported Earnings • Feb 18Second quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2022 results: EPS: US$0.33 (down from US$0.59 in 2Q 2021). Revenue: US$318.1m (up 20% from 2Q 2021). Net income: US$33.8m (up 9.6% from 2Q 2021). Profit margin: 11% (down from 12% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.4%. Over the next year, revenue is forecast to grow 5.5%, compared to a 23% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 2% per year.
공시 • Feb 18Brady Corporation Updates Earnings Guidance for the Full Year Ending July 31, 2022Brady Corporation updated earnings guidance for the full year ending July 31, 2022. For the year, The company modifying its Diluted EPS Excluding Amortization guidance from its original range of $3.12 to $3.32 per share to a range of $3.00 to $3.15 for the full year ending July 31, 2022, which includes a reduction of $0.05 due to the strengthening of the U.S. dollar versus other major currencies.
공시 • Feb 17Brady Corporation Declares Quarterly Dividend, Payable on April 29, 2022On February 15, 2022, Brady Corporation’s Board of Directors declared a quarterly dividend to shareholders of the company's Class A Common Stock of $0.225 per share, payable on April 29, 2022, to shareholders of record at the close of business on April 8, 2022.
Upcoming Dividend • Dec 31Upcoming dividend of US$0.23 per shareEligible shareholders must have bought the stock before 07 January 2022. Payment date: 31 January 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (3.2%).
Reported Earnings • Nov 19First quarter 2022 earnings released: EPS US$0.67 (vs US$0.63 in 1Q 2021)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2022 results: Revenue: US$321.5m (up 16% from 1Q 2021). Net income: US$35.0m (up 7.3% from 1Q 2021). Profit margin: 11% (in line with 1Q 2021). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 30Upcoming dividend of US$0.23 per shareEligible shareholders must have bought the stock before 07 October 2021. Payment date: 29 October 2021. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.2%).
Reported Earnings • Sep 05Full year 2021 earnings released: EPS US$2.48 (vs US$2.11 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: US$1.14b (up 5.9% from FY 2020). Net income: US$128.8m (up 16% from FY 2020). Profit margin: 11% (up from 10% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 7% per year.
공시 • Sep 03Brady Corporation Provides Earnings Guidance for the Year Ending July 31, 2022Brady Corporation provided earnings guidance for the year ending July 31, 2022. Brady expects earnings per diluted Class A Nonvoting Common Share, excluding after-tax amortization expense to range from $3.12 to $3.32 for the year ending July 31, 2022. Brady also expects GAAP earnings per diluted Class A Nonvoting Common Share to range from $2.90 to $3.10, which would be an increase of 17.4% to 25.5% over the GAAP earnings per diluted Class A Nonvoting Common Share of $2.47 for the year ended July 31, 2021. Included in earnings-per-share guidance is an $8.1 million increase in amortization expense from $7.1 million in fiscal 2021 to $15.2 million for the year ending July 31, 2022, which equates to an after-tax year-over-year increase of approximately $0.12 per share.
Executive Departure • Jul 23Independent Director Gary Balkema has left the companyOn the 20th of July, Gary Balkema's tenure as Independent Director ended after 11.0 years in the role. As of March 2021, Gary still personally held 13.30k shares (€612k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 6.46 years.
Upcoming Dividend • Jul 01Upcoming dividend of US$0.22 per shareEligible shareholders must have bought the stock before 08 July 2021. Payment date: 30 July 2021. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.3%).
공시 • Jun 28+ 2 more updatesBrady Corporation(NYSE:BRC) dropped from Russell 2500 Growth IndexBrady Corporation(NYSE:BRC) dropped from Russell 2500 Growth Index
공시 • Jun 19Brady Corporation (NYSE:BRC) acquired The Code Corporation for approximately $180 million.Brady Corporation (NYSE:BRC) acquired The Code Corporation for approximately $180 million on June 16, 2021. The purchase price is inclusive of The Code Corporation's working capital in the amount of $4.52 million and is subject to a working capital adjustment and escrow provisions. The transaction will be funded with cash on hand as well as with borrowings on its existing revolving line of credit. Brady anticipates EBITDA from Code of approximately $10 million for the first full fiscal year ending July 31, 2022, inclusive of integration-related costs. The transaction is subject to antitrust regulations. Michael R. Miller and John Gilson from Moore & Van Allen PLLC served as a legal advisor for The Code Corporation. Eric Lenzen from Husch Blackwell LLP served as a legal advisor for Brady Worldwide, Inc. Brady Corporation (NYSE:BRC) completed the acquisition of The Code Corporation on June 16, 2021.
Executive Departure • May 28Independent Chairman of the Board Conrad Goodkind has left the companyOn the 21st of May, Conrad Goodkind's tenure as Independent Chairman of the Board ended after 13.7 years in the role. As of March 2021, Conrad personally held 66.42k shares (€2.7m worth at the time). Conrad is the only executive to leave the company over the last 12 months.