AI Earnings Predictions for Brady Corporation (BRC)

EX-99.1

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FOURTH QUARTER FISCAL 2026 PRESS RELEASE

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EXHIBIT 99.1

Brady Corporation Reports 2026 Fourth Quarter and Record Full Year Results

Achieved Record Annual Revenue and Adjusted Diluted Earnings Per Share

Completed Transformational Acquisition of Honeywell Technologies’ Productivity Solutions and Services Business on August 3, 2026

Announces Fiscal Year 2027 Guidance – Adjusted Diluted EPS Expected to Grow 23% at the Midpoint of Guidance Range

MILWAUKEE (September 3, 2026) -- Brady Corporation (NYSE: BRC) (“Brady” or “Company”), a world leader in identification, safety and productivity solutions, today announced its financial results for its fiscal 2026 fourth quarter and the year ended July 31, 2026.

“The results of the fourth quarter and full year 2026 are a clear indication of the momentum we are achieving at Brady Corporation,” said Vineet Nargolwala, President and Chief Executive Officer. “Our strong organic growth, with additional contributions from acquisitions and foreign currency translation, drove 10% sales growth for the quarter and the year. Organic sales growth and expanding margins drove a 15% increase in adjusted earnings per share in 2026 versus 2025.”

He continued, “As we enter 2027, continued growth in our Identification Solutions business (IDS), complemented by the addition of the newly named Intelligent Productivity Solutions business (IPS), is expected to drive 23% growth in adjusted diluted earnings per share* at the midpoint of our guidance range.”

Mr. Nargolwala concluded, “With the closing of the IPS acquisition, Brady becomes a stronger and more global industrial technology company. Our addressable market is expanding to $14 billion as we grow our presence in manufacturing, transportation, logistics, retail and healthcare markets. As we enter a new chapter for Brady, I could not be more excited about our opportunity to drive value for all of our stakeholders.”

Fourth Quarter Financial Results:

Sales for the quarter ended July 31, 2026 were $436.9 million, an increase of 10.0% compared to $397.3 million in the same quarter last year. The year-over-year increase was primarily driven by organic growth of 8.4%. By region, sales increased 13.5% in the Americas & Asia and 3.2% in Europe & Australia, primarily driven by organic sales growth of 11.6% in the Americas & Asia and 2.1% in Europe & Australia. See the Segment Information table for growth drivers and segment profit.

Income before income taxes decreased 8.2% to $55.6 million in the quarter ended July 31, 2026, compared to $60.5 million in the same quarter last year, reflecting acquisition and integration-related costs in the fourth quarter of 2026. Adjusted Income Before Income Taxes* was $89.0 million, an increase of 20.0% compared to $74.2 million in the fourth quarter of last year. See the GAAP to Non-GAAP Measures table for detailed adjustments.

Net income for the quarter was $45.6 million compared to $49.9 million in the same quarter last year, reflecting acquisition and integration-related costs in the fourth quarter of 2026. Adjusted Net Income* increased 17.5% to $70.7 million compared to $60.2 million in the same quarter last year. Earnings per diluted Class A Nonvoting Common Share was $0.96 compared to $1.04 in the same quarter last year. Adjusted Diluted EPS* was $1.48 compared to $1.26 in the same quarter last year, an increase of 17.5%.

Fiscal Year Financial Results:

Sales for the year ended July 31, 2026 increased 9.8% to $1.66 billion compared to $1.51 billion in the prior fiscal year. The year-over-year increase was primarily driven by organic growth of 5.3%. By region, sales increased 11.4% in the Americas & Asia and 6.7% in Europe & Australia, primarily driven by organic sales growth of 7.5% in the Americas & Asia and 1.2% in Europe & Australia.

Income before income taxes increased 9.4% to $259.4 million in the year ended July 31, 2026, compared to $237.1 million in the prior year. Adjusted Income Before Income Taxes* was $322.1 million, an increase of 15.2% compared to $279.5 million in 2025.

Net income was $205.4 million, an increase of 8.5% compared to $189.3 million last year. Adjusted Net Income* was $252.6 million, an increase of 14.2% compared to $221.3 million in 2025. Earnings per diluted Class A Nonvoting Common Share was $4.30, an increase of 9.1% compared to $3.94 in 2025. The company achieved record Adjusted Diluted EPS* of $5.29, a 15.0% increase compared to $4.60 in 2025.

Brady’s Chief Financial Officer, Ann Thornton, said, “We continued our strong momentum and achieved another annual adjusted earnings per share record, increased our cash flow from operating activities nearly 35% to $244.1 million in fiscal 2026 compared to $181.2 million in fiscal 2025, and returned $88.3 million to our shareholders in the form of dividends and share buybacks. Our net cash position of $172.2 million as of July 31, 2026, provided sig

EX-99.1

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THIRD QUARTER FISCAL 2026 PRESS RELEASE

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EXHIBIT 99.1

For More Information:

Investor contact: Ann Thornton 414-438-6887

Media contact: Kate Venne 414-358-5176

Brady Corporation Reports Record Adjusted EPS in its Fiscal 2026 Third Quarter and Raises its Fiscal 2026 Adjusted EPS Guidance

•Sales for the quarter increased 13.8 percent compared to the same quarter of the prior year. Organic sales increased 8.2 percent, acquisitions increased sales 2.1 percent and foreign currency translation increased sales 3.5 percent.

•Diluted EPS increased 11.0 percent to $1.21 in the third quarter of fiscal 2026 compared to $1.09 in the same quarter of the prior year. Adjusted Diluted EPS* increased 23.0 percent to $1.50 in the third quarter of fiscal 2026 compared to $1.22 in the same quarter of the prior year.

•Net cash provided by operating activities increased to $78.2 million in the third quarter of fiscal 2026 compared to $59.9 million in the third quarter of last year.

•GAAP earnings per diluted Class A Nonvoting Common share guidance for the year ending July 31, 2026 was adjusted from the previous range of $4.62 to $4.82 per share to $4.66 to $4.76 per share. Adjusted Diluted EPS* Guidance was raised for the full year ending July 31, 2026 from the previous range of $4.95 to $5.15 per share to the new range of $5.20 to $5.30 per share.

•Entered into a definitive purchase agreement on April 20, 2026, to acquire Honeywell’s Productivity Solutions and Services business, expected to close in the second half of calendar 2026, subject to regulatory approvals and customary closing conditions.

MILWAUKEE (May 18, 2026) -- Brady Corporation (NYSE: BRC) (“Brady” or “Company”), a world leader in identification solutions, today reported its financial results for its fiscal 2026 third quarter ended April 30, 2026.

Quarter Ended April 30, 2026 Financial Results:

Sales for the quarter ended April 30, 2026 increased 13.8 percent, which consisted of organic sales growth of 8.2 percent, growth of 2.1 percent from acquisitions and an increase of 3.5 percent from foreign currency translation. Sales for the quarter ended April 30, 2026 were $435.2 million compared to $382.6 million in the same quarter last year. By region, sales increased 14.4 percent in the Americas & Asia and sales increased 12.6 percent in Europe & Australia, which consisted of organic sales growth of 10.1 percent in the Americas & Asia and organic sales growth of 4.5 percent in Europe & Australia.

Income before income taxes increased 11.6 percent to $73.4 million in the quarter ended April 30, 2026, compared to $65.7 million in the same quarter last year. Adjusted Income Before Income Taxes* in the quarter ended April 30, 2026, which was adjusted for amortization expense of $5.3 million and acquisition-related costs of $13.5 million, was $92.1 million, an increase of 23.8 percent compared to the third quarter of last year. Adjusted Income Before Income Taxes* in the quarter ended April 30, 2025, which was adjusted for amortization expense and facility closure and other reorganization costs of $8.7 million, was $74.4 million.

Net income for the quarter ended April 30, 2026 was $57.8 million compared to $52.3 million in the same quarter last year. Adjusted Net Income* in the quarter ended April 30, 2026 was $71.9 million compared to $58.8 million in the same quarter last year. Earnings per diluted Class A Nonvoting Common Share was $1.21 compared to $1.09 in the same quarter last year. Adjusted Diluted EPS* in the quarter ended April 30, 2026 was $1.50 compared to $1.22 in the same quarter last year.

Nine-Month Period Ended April 30, 2026 Financial Results:

Sales for the nine-month period ended April 30, 2026 increased 9.7 percent, which consisted of organic sales growth of 4.3 percent, growth of 2.5 percent from acquisitions and an increase of 2.9 percent from foreign currency translation. Sales for the nine months ended April 30, 2026 were $1.22 billion compared to $1.12 billion in the same period last year. By region, sales increased 10.6 percent in the Americas & Asia and sales increased 8.0 percent in Europe & Australia, which consisted of organic sales growth of 6.0 percent in the Americas & Asia and organic sales growth of 0.9 percent in Europe & Australia.

Income before income taxes increased 15.4 percent to $203.8 million in the nine-month period ended April 30, 2026, compared to $176.6 million in the same period last year. Adjusted Income Before Income Taxes* in the nine-month period ended April 30, 2026, which was adjusted for amortization expense of $15.8 million and acquisition-related costs of $13.5 million, was $233.1 million, an increase of 13.5 percent compared to the same period last year. Adjusted Income Before Income Taxes* in the nine-month period ended April 30, 2025, which was adjusted for amortization expense, facility closure and other reorganization costs and acq

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 19, 2026

BRADY CORPORATION

(Exact name of registrant as specified in its charter)

Commission File Number 1-14959

Wisconsin 39-0178960 (State or other jurisdiction of incorporation or organization) (IRS Employer Identification No.)

6555 West Good Hope Road Milwaukee, Wisconsin 53223 (Address of principal executive offices and Zip Code) (414) 358-6600 (Registrant’s Telephone Number)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading SymbolName of each exchange on which registered Class A Nonvoting Common Stock, par value $0.01 per shareBRCNew York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.  ☐

Item 2.02RESULTS OF OPERATIONS AND FINANCIAL CONDITION

On February 19, 2026, Brady Corporation (the “Company”) issued a press release announcing its fiscal 2026 second quarter financial results. A copy of the press release is being furnished to the Securities and Exchange Commission as Exhibit 99.1 attached hereto and is incorporated herein by reference.

Item 7.01REGULATION FD DISCLOSURE

On February 19, 2026, the Company hosted a conference call related to its fiscal 2026 second quarter financial results. A copy of the slides referenced in the conference call, which is also posted on the Company’s website, is being furnished to the Securities and Exchange Commission as Exhibit 99.2 attached hereto and is incorporated herein by reference.

Item 9.01FINANCIAL STATEMENTS AND EXHIBITS

(d) Exhibits

EXHIBIT NUMBERDESCRIPTION

99.1Press Release of Brady Corporation, dated February 19, 2026, relating to fiscal 2026 second quarter financial results.

99.2Informational slides provided by Brady Corporation, dated February 19, 2026, relating to fiscal 2026 second quarter financial results.

104Cover Page Interactive Data File (embedded within Inline XBRL document).

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

BRADY CORPORATION

Date: February 19, 2026

/s/ ANN E. THORNTON Ann E. Thornton Chief Financial Officer, Chief Accounting Officer and Treasurer