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Brady (BRC) earnings and revenue breakdown

Latest: Q4 FY26 · 10-K filed Sep 3, 2026 · Brady (BRC) Q4 FY26 earnings results →

Q4 FY26 Revenue up 10% year over year to $437M · 10¢ of every $1 of revenue kept as net profit · operating margin 13.8%

Brady made $437M in Q4 FY26 (+10% Y/Y): Americas & Asia $296M, Europe & Australia $141M. Operating margin 13.8%, net earnings $45.6M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-K filed Sep 3, 2026.

Revenue$437M
Year over year+10%
Operating margin13.8%
Net earnings$45.6M
Operating cash flow$79.2M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $436.9M in Q4 FY26, up 10% year over year and roughly flat from the previous quarter. Americas & Asia was the largest line at 68% of revenue.

Gross margin was 52.9%, up 2.5 points from Q4 FY25. Operating profit was $60.1M, a 13.8% margin (down 1.2 points year over year). Of the extra revenue versus Q4 FY25, 2% reached operating profit, below the 15% margin then. Operating expenses grew 21% against revenue growth of 10%. The fastest-growing cost line was SG&A (+26%). Net earnings were $45.6M, down 9% year over year. The effective tax rate was 18.0%.

Operating cash flow was $79.2M (up 36% year over year), 174% of net earnings. Non-cash charges added back $11.3M of depreciation and amortization and $11.2M of share-based compensation. Working capital and other items added $11.1M. Capital expenditures of $18.5M left free cash flow of $60.7M.

Quarterly history

Brady revenue by quarterBrady revenue by quarter$357MQ2 FY25$383MQ3 FY25$397MQ4 FY25$405MQ1 FY26$384MQ2 FY26$435MQ3 FY26$437MQ4 FY26
Brady net earnings by quarterBrady net earnings by quarter$40.3MQ2 FY25$52.3MQ3 FY25$49.9MQ4 FY25$53.9MQ1 FY26$48.1MQ2 FY26$57.8MQ3 FY26$45.6MQ4 FY26
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q4 FY2610-KSep 3, 2026$437M+10%13.8%$45.6M$79.2M
Q3 FY2610-QMay 18, 2026$435M+14%16.8%$57.8M$78.2M
Q2 FY2610-QFeb 19, 2026$384M+8%16.2%$48.1M$53.3M
Q1 FY2610-QNov 17, 2025$405M+8%16.8%$53.9M$33.4M
Q4 FY2510-KSep 4, 2025$397M+16%14.9%$49.9M$58.3M
Q3 FY2510-QMay 16, 2025$383M+11%17.6%$52.3M$59.9M
Q2 FY2510-QFeb 21, 2025$357M+11%14.4%$40.3M$39.6M

Charts

Brady: revenue growth, year over year and quarter over quarterBrady: revenue growth, year over year and quarter over quarterY/YQ/Q+11%Q2 FY25+11%+7%Q3 FY25+16%+4%Q4 FY25+8%+2%Q1 FY26+8%-5%Q2 FY26+14%+13%Q3 FY26+10%+0%Q4 FY26
Latest (Q4 FY26): Y/Y +10%, Q/Q +0%.
Brady: where the cash came from (+) and went (−), FY26Brady: where the cash came from (+) and went (−), FY26Operating cash flow$244MNet borrowing (+) / repaid (−)−$84.8MCapital spending−$51.5MDividends−$46.1MBuybacks−$42.2MAcquisitions−$17.4MCash drawn (+) / kept (−)−$12.8MOther financing−$12.2MShares issued$11.3MOther investing$9.9MExchange rates$5.1MTaxes on employees’ shares−$3.3M
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Brady: profit against cash, quarter by quarterBrady: profit against cash, quarter by quarterNet incomeOperating cash flow$46.8M$23.4MQ1 FY25$40.3M$39.6MQ2 FY25$52.3M$59.9MQ3 FY25$49.9M$58.3MQ4 FY25$53.9M$33.4MQ1 FY26$48.1M$53.3MQ2 FY26$57.8M$78.2MQ3 FY26$45.6M$79.2MQ4 FY26
Latest (Q4 FY26): Net income $45.6M, Operating cash flow $79.2M.
Brady: diluted shares by fiscal yearBrady: diluted shares by fiscal year52MFY2152MFY2250MFY2348MFY2448MFY2548MFY26
-8.9% since FY21: buybacks shrank the count.
Brady in its industry: growth against margin (5 companies, SIC 3990)Brady in its industry: growth against margin (5 companies, SIC 3990)revenue growth, year over year →↑ operating marginmedian +7%median 11%AMCRDAKTODCVTSIBRC (+10%, 14%)
Miscellaneous Manufacturing Industries; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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About Brady

Brady was incorporated under the laws of the state of Wisconsin in 1914. Brady is a global manufacturer and supplier of identification solutions and workplace safety products that identify and protect premises, products and people. The ability to provide customers with a broad range of proprietary, customized and diverse products for use in various applications across multiple industries and geographies, along with a commitment to quality and service, have made Brady a leader in many of its markets. The Company is organized and managed on a geographic basis with two reportable segments: Americas & Asia and Europe & Australia. The Americas & Asia segment is comprised of our operations in North America, South America and Asia, while the Europe & Australia segment is comprised of our operations in Europe, the Middle East, Africa and Australia.

In its own words, from its annual report, filed Sep 4, 2025.

Brady against its Miscellaneous Manufacturing Industries peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +10% against the peers' median +7%. Operating margin: 13.8% against the peers' median 10.6%.

CompanyQuarterRevenueY/YOp. margin
BRC BradyQ4 FY26$437M+10%13.8%
AMCR AmcorQ3 2026$6.1B+7%7.4%
DAKT DaktronicsQ1 FY27$235M+7%10.6%
ODC Oil-Dri Corp of AmericaQ4 FY26$129M+3%14.1%
VTSI VirTraQ2 2026$5.8M-17%-3.3%

Source: Brady 10-K on SEC EDGAR · CIK 746598 · Miscellaneous Manufacturing Industries

13F: who owns BRC and who is buying

Largest holders of BRC (13F)Largest holders of BRC (13F)FMR LLC$597MBlackRock$387MVanguard Group$379MVanguard Portfolio Management LLC$235MVanguard Capital Management LLC$170MNeuberger Berman Group LLC$165MState Street$154MFirst Trust Advisors LP$147MDimensional Fund Advisors LP$142MKayne Anderson Rudnick Investment…$85.4M
Funds' net buying of BRC by quarter (13F)Funds' net buying of BRC by quarter (13F)$6.8M2024-09$94.2M2024-12$49.4M2025-03−$26.2M2025-06$6.2M2025-09$31.9M2025-12$93.6M2026-03−$21.1M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on BRC

History

Every quarter: Q4 FY26 results · Q3 FY26 results · Q2 FY26 results · Q1 FY26 results · Q4 FY25 results · Q3 FY25 results · Q2 FY25 results

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