Brady Geçmiş Kazanç Performansı
Geçmiş kriter kontrolleri 3/6
Brady yıllık ortalama 10% oranında kazançlarını artırırken, Commercial Services sektöründe kazançlar growing at 9.7% annual. Gelirler growing yılda ortalama 6.2% oranında artmaktadır. Brady'in özkaynak karlılığı 15.6% ve net marjı 12.9%'dir.
Anahtar bilgiler
10.02%
Kazanç büyüme oranı
12.15%
EPS büyüme oranı
| Commercial Services Sektör Büyümesi | 8.53% |
| Gelir büyüme oranı | 6.15% |
| Özkaynak getirisi | 15.60% |
| Net Marj | 12.88% |
| Son Kazanç Güncellemesi | 30 Apr 2026 |
Yakın geçmiş performans güncellemeleri
Recent updates
Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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 AlphaAnlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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...
Yeni Anlatı • 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.Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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...Gelir ve Gider Dağılımı
Gelir ve Gider Dağılımı
Brady nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.
Kazanç ve Gelir Geçmişi
| Tarih | Gelir | Kazançlar | G+A Giderleri | Ar-Ge Giderleri |
|---|---|---|---|---|
| 30 Apr 26 | 1,622 | 209 | 449 | 94 |
| 31 Jan 26 | 1,569 | 203 | 442 | 90 |
| 31 Oct 25 | 1,542 | 196 | 436 | 84 |
| 31 Jul 25 | 1,514 | 189 | 430 | 80 |
| 30 Apr 25 | 1,460 | 195 | 420 | 74 |
| 31 Jan 25 | 1,421 | 193 | 403 | 73 |
| 31 Oct 24 | 1,386 | 196 | 392 | 71 |
| 31 Jul 24 | 1,341 | 196 | 377 | 68 |
| 30 Apr 24 | 1,344 | 190 | 381 | 67 |
| 31 Jan 24 | 1,338 | 188 | 376 | 65 |
| 31 Oct 23 | 1,341 | 182 | 377 | 63 |
| 31 Jul 23 | 1,332 | 174 | 371 | 61 |
| 30 Apr 23 | 1,310 | 166 | 368 | 61 |
| 31 Jan 23 | 1,311 | 158 | 373 | 60 |
| 31 Oct 22 | 1,303 | 154 | 373 | 59 |
| 31 Jul 22 | 1,302 | 149 | 380 | 59 |
| 30 Apr 22 | 1,284 | 136 | 379 | 56 |
| 31 Jan 22 | 1,241 | 133 | 374 | 52 |
| 31 Oct 21 | 1,189 | 130 | 363 | 48 |
| 31 Jul 21 | 1,145 | 129 | 347 | 45 |
| 30 Apr 21 | 1,090 | 129 | 332 | 41 |
| 31 Jan 21 | 1,061 | 105 | 324 | 39 |
| 31 Oct 20 | 1,072 | 108 | 330 | 40 |
| 31 Jul 20 | 1,081 | 112 | 336 | 41 |
| 30 Apr 20 | 1,125 | 120 | 349 | 43 |
| 31 Jan 20 | 1,149 | 142 | 361 | 44 |
| 31 Oct 19 | 1,154 | 137 | 366 | 45 |
| 31 Jul 19 | 1,161 | 130 | 371 | 45 |
| 30 Apr 19 | 1,163 | 129 | 373 | 46 |
| 31 Jan 19 | 1,172 | 120 | 380 | 46 |
| 31 Oct 18 | 1,177 | 95 | 385 | 46 |
| 31 Jul 18 | 1,174 | 90 | 390 | 45 |
| 30 Apr 18 | 1,166 | 81 | 396 | 45 |
| 31 Jan 18 | 1,143 | 77 | 393 | 43 |
| 31 Oct 17 | 1,123 | 98 | 390 | 41 |
| 31 Jul 17 | 1,113 | 95 | 388 | 40 |
| 30 Apr 17 | 1,106 | 95 | 390 | 38 |
| 31 Jan 17 | 1,117 | 93 | 397 | 37 |
| 31 Oct 16 | 1,118 | 83 | 402 | 36 |
| 31 Jul 16 | 1,121 | 79 | 405 | 36 |
| 30 Apr 16 | 1,127 | 15 | 410 | 36 |
| 31 Jan 16 | 1,131 | 12 | 407 | 36 |
| 31 Oct 15 | 1,145 | 8 | 414 | 36 |
| 31 Jul 15 | 1,172 | 4 | 423 | 37 |
Kaliteli Kazançlar: BRC yüksek kaliteli kazançlar sağlıyor.
Büyüyen Kar Marjı: BRC 'nin mevcut net kar marjları (12.9%) geçen yılın (13.3%) değerinden daha düşüktür.
Serbest Nakit Akışı ve Kazanç Analizi
Geçmiş Kazanç Büyüme Analizi
Kazanç Eğilimi: BRC şirketinin kazancı son 5 yılda yılda 10% oranında arttı.
Büyüme Hızlandırma: BRC 'un son bir yıldaki kazanç büyümesi ( 7.2% ) 5 yıllık ortalamasının ( 10% /yıl) altındadır.
Kazançlar vs. Sektör: BRC geçen yılki kazanç büyümesi ( 7.2% ) Commercial Services sektörünün 7.1% değerini aştı.
Özkaynak Getirisi
Yüksek ROE: BRC 'nin Özsermaye Getirisi ( 15.6% ) düşük olarak değerlendiriliyor.
Varlık Getirisi
Kullanılan Sermaye Getirisi
Geçmişte güçlü performans gösteren şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/20 14:36 |
| Gün Sonu Hisse Fiyatı | 2026/05/20 00:00 |
| Kazançlar | 2026/04/30 |
| Yıllık Kazançlar | 2025/07/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Brady Corporation 9 Bu analistlerden 2, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Mircea Dobre | Baird |
| Charles Brady | BMO Capital Markets Equity Research |
| George Staphos | BofA Global Research |