Filing Flows › Brady (BRC) › Q4 FY26 › vs Q3 FY26
Brady (BRC) Q4 FY26 vs Q3 FY26 (quarter over quarter)
Brady's revenue rose $1.7M (+0.4%) from $435M in Q3 FY26 to $437M in Q4 FY26. The biggest changes: Americas & Asia +$6.0M (+2%); Europe & Australia −$4.3M (-3%). Gross margin 52.9% against 51.8% (+1.1 pts).
Brady, Q4 FY26: revenue $437M (+10% year over year), operating margin 13.8%, net earnings $45.6M, operating cash flow $79.2M. The chart draws each line against Q3 FY26, the increases inside each band.
Margins
| Q4 FY26 | Q3 FY26 | Change | |
|---|---|---|---|
| Gross margin | 52.9% | 51.8% | +1.1 pts |
| Operating margin | 13.8% | 16.8% | -3.1 pts |
| Net margin | 10.4% | 13.3% | -2.8 pts |
| Free cash flow margin | 13.9% | 15.4% | -1.5 pts |
Every line
| Line | Q4 FY26 | Q3 FY26 | Change | % |
|---|---|---|---|---|
| Americas & Asia | $296M | $290M | $6.0M | +2% |
| Europe & Australia | $141M | $145M | −$4.3M | -3% |
| Revenue | $437M | $435M | $1.7M | +0.4% |
| Gross profit | $231M | $225M | $5.7M | +3% |
| Cost of revenue | $206M | $210M | −$4.0M | -2% |
| Operating profit | $60.1M | $73.2M | −$13.1M | -18% |
| Operating expenses | $171M | $152M | $18.8M | +12% |
| Pre-tax earnings | $55.6M | $73.4M | −$17.8M | -24% |
| Other expense, net | $4.6M | −$162K | $4.7M | — |
| Research & development | $22.9M | $23.5M | −$632K | -3% |
| SG&A | $148M | $129M | $19.4M | +15% |
| Net earnings | $45.6M | $57.8M | −$12.2M | -21% |
| Income tax | $10.0M | $15.6M | −$5.6M | -36% |
| Depreciation & amortization | $11.3M | $11.3M | −$23K | -0.2% |
| Share-based compensation | $11.2M | $2.3M | $8.9M | +380% |
| Working capital & other | $11.1M | $6.7M | $4.3M | +64% |
| Operating cash flow | $79.2M | $78.2M | $999K | +1% |
| Free cash flow (OCF − capex) | $60.7M | $67.2M | −$6.4M | -10% |
| Capital expenditures | $18.5M | $11.0M | $7.4M | +67% |
Questions
How much did Brady's revenue grow quarter over quarter in Q4 FY26?
Brady's revenue rose $1.7M (+0.4%) from $435M in Q3 FY26 to $437M in Q4 FY26.
What drove Brady's revenue change in Q4 FY26?
Americas & Asia +$6.0M (+2%); Europe & Australia −$4.3M (-3%).