BRADY CORP(BRC)— Stock Profile, AI Score & Financials
Consumer Discretionary · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings.
BRADY CORP (BRC) stock profile, AI quality score, and SEC EDGAR financial data, a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores BRC at 58.6/100 on a 32-signal composite quality model, placing it at rank #999 of 2,962 stocks — the top half of the AI-ranked universe. BRC scores in the top quartile across balance sheet strength (88.4). Areas of concern include institutional flow (18.0) and earnings quality (34.7), which score below median versus the broader universe. Shareholder dilution risk is elevated at 48.5/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), BRADY CORP reports quarterly revenue of $436.9M, net income of $45.6M, an operating margin of 13.8%. Top institutional holders of BRC by reported 13-F value include FMR, BlackRock, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. BRC trades on the NYSE exchange and files with the SEC under CIK 746598. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate BRC daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for BRADY CORP directly from SEC EDGAR.
AI Quality Score
58.6/100
AI Rank
#999
Revenue
$436.9M
Net Income
$45.6M
Free Cash Flow
$60.7M
Operating Margin
13.8%
BRC key financials by period
BRADY CORP reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2026
10-K
$1.7B
$205.4M
15.9%
FY 2025
10-K
$1.5B
$189.3M
15.6%
FY 2024
10-K
$1.3B
$197.2M
18.1%
FY 2023
10-K
$1.3B
$174.9M
16.9%
FY 2022
10-K
$1.3B
$150.0M
14.8%
FY 2021
10-K
$1.1B
$129.7M
14.6%
Institutions holding BRC
Institutional investors reporting a position in BRADY CORP on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-05-18 — Q3 FY2026 (quarter ended April 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Brady grew net sales 13.8% YoY to $435.2M in Q3 FY2026, but operating margin fell to 16.8% from 17.6% as $13.5M of costs tied to the pending $1.4B Honeywell PSS acquisition offset gross margin gains.
Biggest Revenue Drivers
Americas & Asia$290.1M+14.4% YoY
Organic sales growth (10.1%) driven by wire identification (supported by datacenter construction projects), product identification and safety/facility identification product lines
Europe & Australia$145.2M+12.6% YoY
Organic growth (4.5%) driven by wire identification and product identification lines, plus an 8.1% currency translation benefit
Biggest Revenue Drivers
Total revenue: $435.2M+13.8% YoY
Americas & Asia$290.1M+14.4% YoY
Organic sales growth (10.1%) driven by wire identification (supported by datacenter construction projects), product identification and safety/facility identification product lines
Europe & Australia$145.2M+12.6% YoY
Organic growth (4.5%) driven by wire identification and product identification lines, plus an 8.1% currency translation benefit
Largest Expense Items
Selling, general and administrative$128.7M+18.5% YoY
Includes $13.5M of costs related to the pending PSS acquisition, partially offset by cost reductions from facility closures and reorganization activities completed in the prior year
Research and development$23.5M+22.6% YoY
Increase primarily due to the acquisitions of Microfluidic Solutions and Mecco, and increased R&D headcount within the organic business
Margins: Gross margin rose to 51.8% of sales from 51.0%, driven by organic sales growth in higher-margin product lines, but operating margin fell to 16.8% from 17.6% as $13.5M of PSS transaction-related costs offset the gross margin improvement.
Watch Items from the Filing
Pending $1.4B cash acquisition of Honeywell's PSS business, backed by up to $1.8B in bridge financing, will increase leverage and is subject to regulatory approval, expected to close in H2 CY2026.
Operating margin as a percent of sales declined to 16.8% from 17.6% in the quarter, driven by $13.5M of PSS acquisition-related transaction costs.
Approximately 97% of the Company's cash and cash equivalents were held outside the United States as of April 30, 2026, creating potential repatriation tax exposure.
Favorable foreign currency translation added 3.5% to total revenue growth this quarter versus a -0.7% drag in the prior-year quarter, indicating elevated FX sensitivity.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
