BRADY CORP(BRC)Stock Analysis
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Rank #999 of 2,962 stocksTOP 50%
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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
BRC Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for BRADY CORP (BRC), 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. BRADY CORP's 13F Pro composite quality score has ranged between 51 and 66 since 2021, currently 58.6 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.
What's Driving BRC's Business? Latest 10-Q Breakdown
✓ 26/26 datapoints verifiedAI-extracted from BRADY CORP's 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
Organic sales growth (10.1%) driven by wire identification (supported by datacenter construction projects), product identification and safety/facility identification product lines
Organic growth (4.5%) driven by wire identification and product identification lines, plus an 8.1% currency translation benefit
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q2 2026
$436.9M
Net Income
Q2 2026
$45.6M
Free Cash Flow
Q2 2026
$60.7M
Operating Margin
Q2 2026
13.8%
ROIC
Q2 2026
17.5%
D/E Ratio
Q2 2026
0.01
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+9.8% YoYNet Income
+8.5% YoYOperating Income
+11.3% YoYTotal Assets
+6.8% YoYTotal Debt
-85.0% YoYOp. Cash Flow
+34.7% YoYFree Cash Flow
+25.4% YoY| Metric | FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
| Revenue | $1.66B +9.8% | $1.51B +12.8% | $1.34B +0.7% | $1.33B +2.3% | $1.30B +13.7% | $1.14B |
| Net Income | $205.4M +8.5% | $189.3M -4.0% | $197.2M +12.8% | $174.9M +16.6% | $150.0M +15.7% | $129.7M |
| Operating Income | $263.5M +11.3% | $236.6M -2.8% | $243.4M +8.1% | $225.2M +16.7% | $193.0M +15.5% | $167.1M |
| Total Assets | $1.85B +6.8% | $1.73B +14.4% | $1.52B +9.1% | $1.39B +1.6% | $1.37B -0.8% | $1.38B |
| Total Debt | $15.0M -85.0% | $99.8M +9.7% | $90.9M | — | — | — |
| Operating Cash Flow | $244.1M +34.7% | $181.2M -29.0% | $255.1M +22.0% | $209.1M +76.6% | $118.4M -42.4% | $205.7M |
| Free Cash Flow | $192.7M +25.4% | $153.6M -12.3% | $175.2M -7.8% | $189.9M +152.2% | $75.3M -57.8% | $178.5M |
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Available Research
13F Pro tracks comprehensive data for BRADY CORP including:
Top Institutional Holders of BRC
FMR LLC
$597.2M6,522,224 shBlackRock, Inc.
$387.0M4,226,097 shVANGUARD PORTFOLIO MANAGEMENT LLC
$234.6M2,561,444 shVANGUARD CAPITAL MANAGEMENT LLC
$170.1M1,857,293 shNeuberger Berman Group LLC
$165.0M1,801,635 shSTATE STREET CORP
$153.8M1,680,245 shFIRST TRUST ADVISORS LP
$146.7M1,602,207 shDIMENSIONAL FUND ADVISORS LP
$141.8M1,548,727 shKAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$85.4M933,084 shRENAISSANCE TECHNOLOGIES LLC
$83.8M915,040 sh
| Fund | Value | Shares |
|---|---|---|
| FMR LLC | $597.2M | 6,522,224 |
| BlackRock, Inc. | $387.0M | 4,226,097 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $234.6M | 2,561,444 |
| VANGUARD CAPITAL MANAGEMENT LLC | $170.1M | 1,857,293 |
| Neuberger Berman Group LLC | $165.0M | 1,801,635 |
| STATE STREET CORP | $153.8M | 1,680,245 |
| FIRST TRUST ADVISORS LP | $146.7M | 1,602,207 |
| DIMENSIONAL FUND ADVISORS LP | $141.8M | 1,548,727 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $85.4M | 933,084 |
| RENAISSANCE TECHNOLOGIES LLC | $83.8M | 915,040 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
Is BRC a good stock to buy?
13F Pro's AI-powered analysis of BRADY CORP (BRC) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for BRC are available on the BRC stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. BRC is classified as a mid company.
Which hedge funds own BRC?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling BRC. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of BRADY CORP's investment landscape.