Filing Flows › Brady (BRC) › Q3 FY26 › vs Q2 FY26
Brady (BRC) Q3 FY26 vs Q2 FY26 (quarter over quarter)
Brady's revenue rose $51.1M (+13%) from $384M in Q2 FY26 to $435M in Q3 FY26. The biggest changes: Americas & Asia +$38.5M (+15%); Europe & Australia +$12.6M (+10%). Gross margin 51.8% against 50.6% (+1.2 pts).
Brady, Q3 FY26: revenue $435M (+14% year over year), operating margin 16.8%, net earnings $57.8M, operating cash flow $78.2M. The chart draws each line against Q2 FY26, the increases inside each band.
Margins
| Q3 FY26 | Q2 FY26 | Change | |
|---|---|---|---|
| Gross margin | 51.8% | 50.6% | +1.2 pts |
| Operating margin | 16.8% | 16.2% | +0.6 pts |
| Net margin | 13.3% | 12.5% | +0.8 pts |
| Free cash flow margin | 15.4% | 11.0% | +4.4 pts |
Every line
| Line | Q3 FY26 | Q2 FY26 | Change | % |
|---|---|---|---|---|
| Americas & Asia | $290M | $252M | $38.5M | +15% |
| Europe & Australia | $145M | $133M | $12.6M | +10% |
| Revenue | $435M | $384M | $51.1M | +13% |
| Gross profit | $225M | $194M | $31.1M | +16% |
| Cost of revenue | $210M | $190M | $20.0M | +11% |
| Operating profit | $73.2M | $62.2M | $11.0M | +18% |
| Operating expenses | $152M | $132M | $20.1M | +15% |
| Pre-tax earnings | $73.4M | $62.0M | $11.4M | +18% |
| Research & development | $23.5M | $24.3M | −$778K | -3% |
| SG&A | $129M | $108M | $20.8M | +19% |
| Net earnings | $57.8M | $48.1M | $9.7M | +20% |
| Income tax | $15.6M | $14.0M | $1.6M | +12% |
| Depreciation & amortization | $11.3M | $11.2M | $147K | +1% |
| Share-based compensation | $2.3M | $2.5M | −$167K | -7% |
| Working capital & other | $6.7M | −$8.4M | $15.2M | — |
| Operating cash flow | $78.2M | $53.3M | $24.9M | +47% |
| Free cash flow (OCF − capex) | $67.2M | $42.3M | $24.8M | +59% |
| Capital expenditures | $11.0M | $11.0M | $80K | +0.7% |
Questions
How much did Brady's revenue grow quarter over quarter in Q3 FY26?
Brady's revenue rose $51.1M (+13%) from $384M in Q2 FY26 to $435M in Q3 FY26.
What drove Brady's revenue change in Q3 FY26?
Americas & Asia +$38.5M (+15%); Europe & Australia +$12.6M (+10%).