Brady Corporation

NYSE:BRC 주식 리포트

시가총액: US$4.0b

Brady 과거 순이익 실적

과거 기준 점검 3/6

Brady은 연평균 10%의 비율로 수입이 증가해 온 반면, Commercial Services 산업은 수입이 9.7% 증가했습니다. 매출은 연평균 6.2%의 비율로 증가했습니다. Brady의 자기자본이익률은 15.6%이고 순이익률은 12.9%입니다.

핵심 정보

10.02%

순이익 성장률

12.15%

주당순이익(EPS) 성장률

Commercial Services 산업 성장률8.53%
매출 성장률6.15%
자기자본이익률15.60%
순이익률12.88%
최근 순이익 업데이트30 Apr 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 May 16

BRC: Future Upside Will Rely On Buybacks And Firm Earnings Guidance

Analysts have trimmed Brady's fair value estimate from $102 to $98, reflecting a slightly higher discount rate and more moderate revenue growth assumptions, which are partly offset by improved profit margin and a similar forward P/E outlook. What's in the News Brady raised the low end of its GAAP earnings per diluted Class A Nonvoting Common Share guidance for the year ending July 31, 2026, to a range of $4.62 to $4.82 per share, compared with the prior range of $4.57 to $4.82 per share (Key Developments).
내러티브 업데이트 Apr 28

BRC: Future Upside Will Rely On Buybacks And Firm Earnings Guidance

Analysts have nudged their fair value estimate for Brady to $102, reflecting updated assumptions for revenue growth, profit margins, and a slightly different forward P/E outlook. What's in the News Brady completed a share repurchase program announced on May 26, 2022, buying a total of 4,032,609 shares, representing 8.26% of shares, for US$222.01 million (Key Developments).
Seeking Alpha Apr 21

Brady: Doubling Down With Honeywell's Productivity Business

Summary Brady Corp. announced a transformative $1.4B acquisition of Honeywell's Productivity Solutions and Services, boosting pro forma sales by 70%. The deal is attractively priced at 1.3x sales and 8x EBITDA, promising double-digit EPS accretion and manageable leverage near 2.5x EBITDA. Brady expects $25M in annual synergies by year three, with credible potential for EPS to reach $6.50, compressing the earnings multiple to 13x. Despite compelling accretion, execution risks, and the acquired unit's subpar growth profile tempering conviction, I maintain a modest long position. Read the full article on Seeking Alpha
내러티브 업데이트 Apr 12

BRC: Future Upside Will Rely On Ongoing Buybacks And Firm Earnings Guidance

Analysts kept their $101 price target for Brady unchanged, citing consistent assumptions regarding the discount rate, revenue growth, profit margins and future P/E as the basis for maintaining their view. What's in the News Brady repurchased 65,747 shares of its stock between November 1, 2025 and January 31, 2026, representing 0.14% of shares, for a total of US$4.91 million under its existing buyback program (company disclosure).
내러티브 업데이트 Mar 28

BRC: Future Upside Will Rely On Completed Buybacks And Firm Earnings Guidance

Analysts have adjusted Brady's fair value estimate to $101.00 per share, a modest change reflecting slightly higher assumed future P/E multiples, while key inputs such as growth, margins, and the discount rate remain effectively unchanged. What's in the News Brady reported that from November 1, 2025 to January 31, 2026 it repurchased 65,747 shares, about 0.14% of its shares, for US$4.91 million under its existing buyback program, bringing total repurchases under the program announced on May 26, 2022 to 4,032,609 shares, or 8.26%, for US$222.01 million (Key Developments).
내러티브 업데이트 Mar 13

BRC: Future Returns Will Rely On Ongoing Buybacks And Firm Earnings Guidance

Analysts kept their $101 price target for Brady unchanged, citing consistent assumptions for discount rate, revenue growth, profit margin, and future P/E that support a steady view of the stock's fair value. What's in the News Brady raised the low end of its GAAP earnings guidance range for the year ending July 31, 2026, to US$4.62 to US$4.82 per diluted Class A Nonvoting Common Share, from US$4.57 to US$4.82 per share previously (Corporate guidance filing).
내러티브 업데이트 Feb 27

BRC: Future Returns Will Reflect Steady Buybacks Dividends And Earnings Guidance

Analysts have nudged their price target on Brady slightly higher to $101, citing small adjustments to the discount rate, revenue growth, profit margins and future P/E assumptions that largely offset each other and keep fair value broadly unchanged. What's in the News Brady raised the low end of its GAAP earnings per diluted Class A Nonvoting Common Share guidance for the year ending July 31, 2026 from $4.57 to $4.62, while keeping the high end at $4.82 per share (Corporate Guidance).
내러티브 업데이트 Feb 13

BRC: Future Returns Will Reflect Balanced Impact Of Buybacks And Dividends

Analysts now see Brady's fair value at $101.00, compared with the prior $95.00. This reflects updated assumptions for revenue growth, profit margins, discount rate, and future P/E expectations.
분석 기사 Jan 06

The Returns At Brady (NYSE:BRC) Aren't Growing

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
분석 기사 Dec 24

Brady (NYSE:BRC) Has A Rock Solid Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 Dec 07

Brady (NYSE:BRC) Is Due To Pay A Dividend Of $0.245

The board of Brady Corporation ( NYSE:BRC ) has announced that it will pay a dividend on the 30th of January, with...
분석 기사 Oct 31

Are Investors Undervaluing Brady Corporation (NYSE:BRC) By 42%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Brady fair value estimate is US$132 Brady is estimated to be...
분석 기사 Oct 03

Investors Holding Back On Brady Corporation (NYSE:BRC)

There wouldn't be many who think Brady Corporation's ( NYSE:BRC ) price-to-earnings (or "P/E") ratio of 19.5x is worth...
내러티브 업데이트 Sep 06

I7500 Printer Launch Will Drive Customer Adoption And Efficiency Gains

Despite a notable reduction in consensus revenue growth forecasts, a slight improvement in net profit margin has contributed to the analyst price target for Brady increasing from $87.00 to $95.00. What's in the News Brady expects GAAP earnings per diluted Class A Nonvoting Common Share to rise 15.5%–23.1% to $4.55–$4.85 for the year ending July 31, 2026.
분석 기사 Sep 05

What Does Brady Corporation's (NYSE:BRC) Share Price Indicate?

While Brady Corporation ( NYSE:BRC ) might not have the largest market cap around , it led the NYSE gainers with a...
분석 기사 Aug 14

Is Brady (NYSE:BRC) Using Too Much Debt?

NYSE:BRC 1 Year Share Price vs Fair Value Explore Brady's Fair Values from the Community and select yours Howard Marks...
분석 기사 Jul 07

Brady Corporation's (NYSE:BRC) Intrinsic Value Is Potentially 100% Above Its Share Price

Key Insights Brady's estimated fair value is US$139 based on 2 Stage Free Cash Flow to Equity Brady's US$69.68 share...
분석 기사 Jun 12

Returns At Brady (NYSE:BRC) Appear To Be Weighed Down

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
분석 기사 May 21

Brady Corporation (NYSE:BRC) Third-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For Next Year

Last week, you might have seen that Brady Corporation ( NYSE:BRC ) released its quarterly result to the market. The...
분석 기사 May 19

Brady (NYSE:BRC) Has Announced A Dividend Of $0.24

The board of Brady Corporation ( NYSE:BRC ) has announced that it will pay a dividend of $0.24 per share on the 31st of...
분석 기사 May 11

Brady Corporation's (NYSE:BRC) Price Is Out Of Tune With Earnings

With a median price-to-earnings (or "P/E") ratio of close to 17x in the United States, you could be forgiven for...
분석 기사 Apr 29

We Think Brady (NYSE:BRC) Can Stay On Top Of Its Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 Mar 19

Is There An Opportunity With Brady Corporation's (NYSE:BRC) 42% Undervaluation?

Key Insights Brady's estimated fair value is US$124 based on 2 Stage Free Cash Flow to Equity Current share price of...
분석 기사 Mar 03

Brady's (NYSE:BRC) Dividend Will Be $0.24

Brady Corporation ( NYSE:BRC ) will pay a dividend of $0.24 on the 30th of April. This means that the annual payment...
분석 기사 Feb 05

There's Reason For Concern Over Brady Corporation's (NYSE:BRC) Price

It's not a stretch to say that Brady Corporation's ( NYSE:BRC ) price-to-earnings (or "P/E") ratio of 18.2x right now...
분석 기사 Dec 17

Brady (NYSE:BRC) Ticks All The Boxes When It Comes To Earnings Growth

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
분석 기사 Dec 05

Brady Corporation's (NYSE:BRC) Intrinsic Value Is Potentially 74% Above Its Share Price

Key Insights Brady's estimated fair value is US$132 based on 2 Stage Free Cash Flow to Equity Current share price of...
Seeking Alpha Nov 23

Brady Corporation: Bold Strategies Call For An Upgrade

Summary Emerging markets in Asia and Europe and supply chain improvements are expected to drive Brady Corporation's sales and operating margin growth. BRC's strong balance sheet, undervaluation compared to peers, and strategic initiatives justify upgrading the stock rating to "buy." BRC's low debt-to-equity ratio and consistent dividend increases highlight its commitment to maximizing shareholder returns. Read the full article on Seeking Alpha
분석 기사 Nov 10

Brady (NYSE:BRC) Has Some Way To Go To Become A Multi-Bagger

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
분석 기사 Oct 17

What Brady Corporation's (NYSE:BRC) P/E Is Not Telling You

With a median price-to-earnings (or "P/E") ratio of close to 19x in the United States, you could be forgiven for...
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새로운 내러티브 Sep 24

Gravotech Integration And Global Expansion Set To Skyrocket Revenue And Enhance Shareholder Value

The integration of Gravotech and emphasis on R&D could significantly expand Brady's market reach and innovation, potentially boosting future revenue and market share.
분석 기사 Sep 10

Analysts Have Made A Financial Statement On Brady Corporation's (NYSE:BRC) Annual Report

The full-year results for Brady Corporation ( NYSE:BRC ) were released last week, making it a good time to revisit its...
Seeking Alpha Sep 09

Brady Corporation: A Conservative Play On Global Expansion

Summary Brady Corporation's global expansion, especially with the Gravotech acquisition, and entry into new markets like India and Southeast Asia, promise healthy growth despite macroeconomic headwinds. The company’s strong cash flow, tight cost control, and strategic acquisitions make it a solid choice for conservative, buy-and-hold investors. Brady's Q4 2024 earnings showed record GAAP EPS and strong performance in the Americas and Asia, with significant growth in India and Southeast Asia. With a blended P/E ratio of 17.01x, Brady offers a defensive play with reliable, consistent performance, making it attractive to cautious investors. Read the full article on Seeking Alpha
분석 기사 Sep 09

Brady (NYSE:BRC) Will Pay A Dividend Of $0.24

Brady Corporation ( NYSE:BRC ) will pay a dividend of $0.24 on the 31st of October. This means that the annual payment...
분석 기사 Aug 29

Is Now The Time To Put Brady (NYSE:BRC) On Your Watchlist?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
분석 기사 Aug 17

Is Brady (NYSE:BRC) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 Aug 05

Brady Corporation's (NYSE:BRC) Intrinsic Value Is Potentially 57% Above Its Share Price

Key Insights Brady's estimated fair value is US$111 based on 2 Stage Free Cash Flow to Equity Brady is estimated to be...
Seeking Alpha Jun 26

Brady Corporation: Let's See How Sales And Profitability Progress Before Jumping In

Summary Brady Corporation (BRC) has outperformed the market but is too expensive to start a position now, with unimpressive revenue growth and potential margin decreases. BRC develops solutions for identification and protection in various industries, with impressive margins and strong efficiency and profitability metrics. Despite a solid balance sheet and margin improvements, BRC's low sales growth and uncertain future outlook lead to a hold rating for now. Read the full article on Seeking Alpha
분석 기사 Jun 19

Brady (NYSE:BRC) Will Pay A Dividend Of $0.235

Brady Corporation ( NYSE:BRC ) has announced that it will pay a dividend of $0.235 per share on the 31st of July. This...
분석 기사 May 25

Brady's (NYSE:BRC) Dividend Will Be $0.235

Brady Corporation ( NYSE:BRC ) will pay a dividend of $0.235 on the 31st of July. This payment means that the dividend...

매출 및 비용 세부 내역

Brady가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NYSE:BRC 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
30 Apr 261,62220944994
31 Jan 261,56920344290
31 Oct 251,54219643684
31 Jul 251,51418943080
30 Apr 251,46019542074
31 Jan 251,42119340373
31 Oct 241,38619639271
31 Jul 241,34119637768
30 Apr 241,34419038167
31 Jan 241,33818837665
31 Oct 231,34118237763
31 Jul 231,33217437161
30 Apr 231,31016636861
31 Jan 231,31115837360
31 Oct 221,30315437359
31 Jul 221,30214938059
30 Apr 221,28413637956
31 Jan 221,24113337452
31 Oct 211,18913036348
31 Jul 211,14512934745
30 Apr 211,09012933241
31 Jan 211,06110532439
31 Oct 201,07210833040
31 Jul 201,08111233641
30 Apr 201,12512034943
31 Jan 201,14914236144
31 Oct 191,15413736645
31 Jul 191,16113037145
30 Apr 191,16312937346
31 Jan 191,17212038046
31 Oct 181,1779538546
31 Jul 181,1749039045
30 Apr 181,1668139645
31 Jan 181,1437739343
31 Oct 171,1239839041
31 Jul 171,1139538840
30 Apr 171,1069539038
31 Jan 171,1179339737
31 Oct 161,1188340236
31 Jul 161,1217940536
30 Apr 161,1271541036
31 Jan 161,1311240736
31 Oct 151,145841436
31 Jul 151,172442337

양질의 수익: BRC는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: BRC의 현재 순 이익률 (12.9%)은 지난해 (13.3%)보다 낮습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: BRC의 수익은 지난 5년 동안 연평균 10% 증가했습니다.

성장 가속화: 지난 1년간 BRC 의 수익 증가율(7.2%)은 5년 평균(연간 10%)보다 낮습니다.

수익 대 산업: BRC의 지난 1년 수익 증가율(7.2%)은 Commercial Services 업계의 7.1%를 상회했습니다.


자기자본이익률

높은 ROE: BRC의 자본 수익률(15.6%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 05:40
종가2026/05/20 00:00
수익2026/04/30
연간 수익2025/07/31

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분석가 소스

Brady 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.

분석가기관
Mircea DobreBaird
Charles BradyBMO Capital Markets Equity Research
George StaphosBofA Global Research