BRC
Brady Corporation
BRC's fundamentals are mixed: free cash flow grew 25%, while its operating margin held steady at 16%. At 19x earnings, it's trading in line with its usual 18x. Analysts expect strong earnings growth.
BRC Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Healthy | |
| Strong |
BRC's revenue, profitability, cash flow and balance sheet are all currently healthy.
BRC PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 12x | $82.62 | — |
| Cheap | 16x | $68.34 | -17% |
| Fair | 18x | $78.83 | -4.6% |
| Current | 19x | $82.62 | — |
| Expensive | 21x | $92.39 | +12% |
Historical ranges are pointers, not guarantees.
BRC's PE is in its fair range at 19x. If earnings grow as analysts expect, today's price would be 12x next year's earnings, in its cheap range.
BRC Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly weakening | |
| Limited | |
| High |
Analysts expect strong earnings and revenue growth for BRC, but weaker profitability.
BRC Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $6.75 | +57% |
| Q3 2026 | $4.30 | +9.1% |
| Q2 2026 | $4.40 | +8.9% |
| Q1 2026 | $4.28 | +7% |
| Q4 2025 | $4.10 | +0.7% |
| Q3 2025 | $3.94 | -3.2% |
| Q2 2025 | $4.04 | +3.1% |
| Q1 2025 | $4.00 | +4.4% |
| Q4 2024 | $4.07 | +10% |
BRC earned $4.30 per share over the past year, up 9.1% from the year before.
BRC Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $436.9M | +10% |
| Q2 2026 | $435.2M | +14% |
| Q1 2026 | $384.1M | +7.7% |
| Q4 2025 | $405.3M | +7.5% |
| Q3 2025 | $397.3M | +16% |
| Q2 2025 | $382.6M | +11% |
| Q1 2025 | $356.7M | +11% |
| Q4 2024 | $377.1M | +14% |
BRC's revenue has grown year over year for eight quarters in a row: $437M last quarter, up 10% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 14% | -1.2 points |
| Q2 2026 | 17% | -0.7 points |
| Q1 2026 | 16% | +1.8 points |
| Q4 2025 | 17% | +1.1 points |
| Q3 2025 | 15% | -4.4 points |
| Q2 2025 | 18% | -0.9 points |
| Q1 2025 | 14% | -2.4 points |
| Q4 2024 | 16% | -2.4 points |
BRC's operating margin was 14% last quarter, down 1.2 points from the same quarter a year ago.
BRC Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $60.7M | +23% |
| Q2 2026 | $67.2M | +21% |
| Q1 2026 | $42.3M | +30% |
| Q4 2025 | $22.4M | +39% |
| Q3 2025 | $49.4M | -33% |
| Q2 2025 | $55.6M | -14% |
| Q1 2025 | $32.5M | +$45.9M |
| Q4 2024 | $16.1M | -68% |
BRC generated $193M in free cash flow over the past year, up 25% from the year before.
BRC Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.1% | -64K shares |
| 1 year | -0.7% | -342K shares |
| 3 years | -4.2% | -2.1M shares |
| 5 years | -8.9% | -4.7M shares |
| Available history | -11% | -6M shares |
BRC has 48M diluted shares, down 0.7% from a year ago, with $42M in buybacks over the past year.
| Quarter | Spent |
|---|---|
| Q3 2026 | $28.1M |
| Q2 2026 | $5.2M |
| Q1 2026 | $4.9M |
| Q4 2025 | $4.1M |
| Q3 2025 | $17.7M |
| Q2 2025 | $33.2M |
| Q1 2025 | — |
| Q4 2024 | — |
BRC spent $42M buying back its own shares over the past year, down 17% from the year before.
BRC Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.6x | Net Cash |
| Q2 2026 | -0.5x | Net Cash |
| Q1 2026 | -0.3x | Net Cash |
| Q4 2025 | -0.2x | Net Cash |
| Q3 2025 | -0.3x | Net Cash |
| Q2 2025 | -0.5x | Net Cash |
| Q1 2025 | -0.5x | Net Cash |
| Q4 2024 | -0.5x | Net Cash |
BRC has more cash than debt.
BRC Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 45.6 | Neutral |
| Stochastic | 11.6 | Oversold |
BRC's weekly RSI is 46 (neutral) and its Stochastic is 12 (oversold).
BRC PE vs Industrials Sector
| Metric | BRC | Sector median | Relative |
|---|---|---|---|
| PE | 19x | 24x | 20% below |
| PE % | 60 | 58 | 2 pts above |
BRC is trading at 19x earnings, a 20% discount to the Industrials sector's median of 24x.
BRC Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $82.7 | 0.1% below |
| 20 week MA | $88.2 | 6.3% below |
| 50 week MA | $85.7 | 3.6% below |
| 100 week MA | $79.3 | 4.3% above |
| 200 week MA | $69.5 | 19% above |
BRC has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 19% above its 200-week average.
BRC Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $57.5 | $49.7 | -14% |
| 2021 | $49.7 | $53.8 | +8.2% |
| 2022 | $53.8 | $46.5 | -14% |
| 2023 | $46.5 | $58.7 | +26% |
| 2024 | $58.7 | $73.9 | +26% |
| 2025 | $73.9 | $80.1 | +8.3% |
| 2026 YTD | $80.1 | $82.6 | +3.2% |
BRC has finished higher in four of the last six years. It's up 3.2% so far in 2026.