Company Overview

Brady Corporation manufactures and supplies identification solutions (IDS) and workplace safety (WPS) products to identify and protect premises, products, and people in the United States and internationally. The IDS segment offers safety signs, floor-marking tapes, pipe markers, labeling systems, spill control products, and lockout/tagout devices for facility identification and protection; materials, printing systems, RFID and bar code scanners for product identification, brand protection labeling, work in process labeling, and finished product identification; and hand-held printers, wire markers, sleeves, and tags for wire identification, as well as software and services for safety compliance auditing, procedure writing, and training. Its products also comprise name tags, badges, lanyards, rigid card printing systems, and access control software for people identification; wristbands and labels for tracking and enhancing the safety of patients; and custom wristbands. This segment serves customers in various industries, such as industrial and electronic manufacturing, healthcare, chemical, oil, gas, automotive, aerospace, governments, mass transit, electrical contractors, education, leisure and entertainment, telecommunications, and others through distributors, direct sales, catalog marketing, and digital channels. The WPS segment provides workplace safety and compliance products, such as safety and compliance signs, tags, labels, and markings; informational signage and markings; asset tracking labels; first aid products; facility safety and personal protection equipment; and labor law and other compliance posters for various industries, including process, government, education, construction, and utilities, as well as manufacturers through catalog and digital channels. It also offers stock and custom identification products, as well as sells related resale products. Brady Corporation was incorporated in 1914 and is headquartered in Milwaukee, Wisconsin.

  • Name

    Brady Corporation

  • CEO

    Russell R. Shaller

  • Website

    www.bradyid.com

  • Sector

    Commercial Services and Supplies

  • Year Founded

    1914

Company Statistics

Profile

  • Market Cap

  • EV

  • Shares Out

  • Revenue

  • Employees

Margins

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  • EBITDA

  • Operating

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  • Net

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Returns (5Yr Avg)

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  • ROCE

  • ROIC

Valuation (TTM)

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Valuation (NTM)

  • Price Target

  • P/E

  • PEG

  • EV/Sales

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  • P/FCF

Financial Health

  • Cash

  • Net Debt

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  • EBIT/Interest

Growth (CAGR)

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Dividends

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  • DPS Growth Fwd 2Yr

What's happening

Nov 12, 2025 - Dec 12, 2025

Brady Corporation Navigates Insider Selling and Mixed Earnings Guidance Amid Strong Monthly Performance

  • Brady Corporation reported Q1 earnings that exceeded expectations, with EPS at $1.21 compared to the anticipated $1.19 and revenues of $405.3 million versus a forecast of $395 million.
  • Despite positive earnings results, the company lowered its FY2026 EPS guidance, which contributed to investor caution.
  • Significant insider selling by CEO Shaller Russell and other board members raised concerns about management's confidence in future prospects.

Over the past month, Brady Corporation (BRC) demonstrated an overall movement of 5.3%, significantly outperforming the S&P 500's return of just 0.7%. This strong performance reflects robust investor interest and market confidence in BRC despite some bearish sentiment during this period. The stock faced challenges from insider selling activities that heightened concerns among investors regarding potential shifts in company outlook.

On November 17, Brady announced its Q1 earnings results with actual earnings per share (EPS) reported at $1.21 against an expectation of $1.19; revenues also surpassed forecasts at $405.3 million compared to an anticipated $395 million. However, shortly after this announcement, the company revised its EPS guidance for FY2026 downwards to a range of $4.57-$4.82 from a previous estimate of $4.55-$4.85, leading to negative sentiment as investors reacted cautiously to these mixed signals concerning future profitability.

In addition to financial disclosures, significant insider sales occurred throughout late November into early December that negatively impacted market perceptions; CEO Shaller Russell sold over 17,000 shares for approximately $1.4 million before other board members made similar moves involving thousands of shares each around the same timeframe—actions like these often lead investors to question management's confidence in their own company's prospects.

Despite headwinds stemming from both revised guidance and insider transactions leading up to December’s annual shareholder meeting—where new directors were elected and dividends declared—the stock still managed a robust monthly gain relative not only to broader indices but also within its sector context as it outperformed the Industrials (XLI) sector by 3%. Overall investor sentiment remained cautious yet optimistic enough for BRC's price action over this one-month period compared favorably against both industry benchmarks and macroeconomic trends affecting equities generally.

Brady Corp outperformed the Industrials (XLI) sector by 3%.

NYSE:BRC