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Brady (BRC) Q4 FY2026 earnings: revenue $437 million, up 10.0% on the year

Brady Corp. (BRC) reported revenue of $437 million for Q4 FY2026, the quarter ended 31 July 2026, up 10.0% on the same quarter a year earlier. Net income was $46 million, down 8.6% on the year, and diluted earnings per share $0.96. The figures are the company's own, from the 10-K it filed with the SEC on 3 September 2026.

Revenue$437 millionup 10.0%
Net income$46 milliondown 8.6%
Diluted EPS$0.96
QuarterQ4 FY2026ended 31 July 2026

What management said

Guidance figures: 1 lowered, 5 new, 2 kept.

  • Q4 organic growth accelerated to 8.4%: Fourth quarter sales reached $436.9M, up 10% year-over-year on 8.4% organic growth, exceeding full-year average of 5.3%.
  • Operating cash flow surged 35%: Operating cash flow jumped $63 million to $244.1M in FY2026, up 34.9% from FY2025 $181.2M, providing resources for acquisition and shareholder returns.
  • Operating cash funded acquisition strategy: Operating cash flow of $244.1M funded IPS acquisition at net cost of $17.4M, returned $88.3M to shareholders via dividends and buybacks.
Read the earnings call summary

The quarter, against the one before and a year earlier

LineQ4 FY2026Q3 FY2026Q4 FY2025Change on the year
Revenue437435397+10.0%
Cost of revenue206210197+4.4%
Gross profit231225200+15.4%
Gross margin52.9%51.8%50.4%
Research and development22.923.523.1-0.7%
Selling, general and administrative148129118+25.6%
Operating income60.173.259.3+1.4%
Operating margin13.8%16.8%14.9%
Interest expense6.21.31.1+445.2%
Pre-tax income55.673.460.5-8.2%
Income tax10.015.610.6-6.2%
Effective tax rate18.0%21.2%17.6%
Net income45.657.849.9-8.6%
Net margin10.4%13.3%12.6%
Diluted EPS$0.96n/a$1.04-7.7%
$ million except per share.
Read moreFourth quarters are the year less the first three quarters. Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Those four are arithmetic on the filed numbers; everything else is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and share counts are as they are.

Cash flow and capital returned

LineQ4 FY2026Q3 FY2026Q4 FY2025Change on the year
Operating cash flow79.278.258.3+35.8%
Capital expenditure18.511.08.9+107.8%
Free cash flow60.767.249.4+22.9%
Free cash flow margin13.9%15.4%12.4%
Cash from investing-15.5-2.2-6.2n/a
Cash from financing-51.9-77.6-31.8n/a
Depreciation and amortisation11.311.310.4+9.3%
Share-based compensation11.22.32.1+430.7%
Buybacks28.15.217.7+58.8%
Dividends paid11.511.611.3+1.6%
Diluted shares, weighted48m48m48m-0.1%

Cash flow lines for the quarter; where the company files them year to date, the quarter is the difference between two filings.

Balance sheet at quarter end

LineQ4 FY2026Q3 FY2026Q4 FY2025Change on the year
Shareholders' equity1,3581,3441,192+13.9%
Debt15.026.999.8-85.0%
Operating lease liabilities51.645.343.6+18.4%
Other liabilities428416399+7.3%
Total liabilities and equity1,8521,8321,734+6.8%
Fixed assets254244226+12.8%
Goodwill686689677+1.3%
Intangible assets97.8103105-7.2%
Cash and equivalents187175174+7.3%
Receivables261266232+12.5%
Inventory225220201+12.1%
Other assets140133119+17.8%
Total assets1,8521,8321,734+6.8%

Questions

What was Brady's revenue in Q4 FY2026?

Brady (BRC) reported revenue of $437 million for Q4 FY2026, the quarter ended 31 July 2026, up 10.0% on the same quarter a year earlier.

How much did Brady earn in Q4 FY2026?

Net income for Q4 FY2026 was $46 million, down 8.6% on the year, and diluted earnings per share $0.96.

When did Brady report Q4 FY2026 results?

Brady filed its 10-K for the year that ended with the quarter on 3 September 2026; the fourth quarter is the year less the first three.

Quarterly results, the last 12 quarters

Q1 FY2024Q2 FY2024Q3 FY2024Q4 FY2024 *Q1 FY2025Q2 FY2025Q3 FY2025Q4 FY2025 *Q1 FY2026Q2 FY2026Q3 FY2026Q4 FY2026 *
Revenue332323343343377357383397405384435437
Cost of revenue160161166166187181188197196190210206
Gross profit172162177177190176195200209194225231
Gross margin52%50%52%52%50%49%51%50%52%51%52%53%
R&D15.716.817.717.518.918.719.223.123.324.323.522.9
SG&A96.391.395.893.3112106109118118108129148
Operating income59.753.963.566.258.951.267.259.368.062.273.260.1
Operating margin18%17%19%19%16%14%18%15%17%16%17%14%
Interest expense0.80.80.70.81.41.30.91.11.21.01.36.2
Pre-tax income59.455.864.468.258.852.065.760.568.562.073.455.6
Tax rate20%22%21%19%20%23%21%18%21%23%21%18%
Net income47.243.650.955.546.840.352.349.953.948.157.845.6
Net margin14%14%15%16%12%11%14%13%13%13%13%10%
Diluted EPS$0.97n/an/a$1.15$0.97n/an/a$1.04$1.13n/an/a$0.96
Operating cash flow62.336.172.784.023.439.659.958.333.453.378.279.2
Capital expenditure11.349.68.310.77.37.14.38.911.011.011.018.5
Free cash flow51.0-13.564.473.216.132.555.649.422.442.367.260.7
Buybacks14.17.750.40.00.00.033.217.74.14.95.228.1
Dividends paid11.311.411.211.211.411.511.411.311.511.611.611.5
Filing10-Q10-Q10-Q10-K10-Q10-Q10-Q10-K10-Q10-Q10-Q10-K
Each quarter as filed, linked to its filing.
Read more* The fourth quarter is the full year less the first three quarters, because the company files the year and not the quarter on its own. A fourth quarter's EPS and diluted share count are from the company's results press release for that quarter, used where the release gives the same revenue and net income as the table. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and the share count are as they are. Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Cash flow lines filed year to date are the difference between two filings. Shares outstanding are at the period end where the balance sheet tags them, otherwise the count on the filing's cover page. A derived fourth-quarter EPS is left blank when a split in the year makes the arithmetic meaningless.

Source

10-K for the period ended 31 July 2026, filed 3 September 2026, accession 0000746598-26-000044: the filing on EDGAR. All of Brady Corp.'s filings: EDGAR company page.

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