Brady Corporation

BRC Industrials Security & Protection Services

Brady Corporation’s revenue for fiscal 2026 (year ended July 2026) was $1.7 billion, up 9.78% from fiscal 2025.

Revenue
+9.98%
EPS
−7.62%
Free cash flow
+22.9%
Total debt
−85.0%

Quarter to July 2026, against a year earlier

82.77 0.25 −0.30%
Market cap
$3.9B
P/E
19.0×
Fwd P/E
13.7×
Dividend yield
1.19%
F-score
7/9
Altman Z
8.11
Beneish M
−2.44
Dividend safety
100/100

Insider Decisions last twelve months

Bought, $m 1.00
Sold, $m 1.69
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — — — — 1 — — — — —
Sell 2 1 — — — — — — — 1 1 —
Insider Ownership 11.26%

Capital & Financial Ratios $m

Size
Market Cap 3,890.00
Revenue ttm 1,661.56
Net income ttm 205.38
Free cash flow ttm 192.65
Net debt Q (172.16)
Valuation
P/E 18.97
Forward P/E 13.70
Price / sales 2.35
Forward P/S Powerpack
Price / FCF 20.26
Price / book 2.87
Financial health
Current ratio Q 1.94 (at or above 1.5: strong)
Debt / equity Q 0.01 (at or below 0.5: strong)
Interest coverage Q 9.65
Growth
Revenue growth Q +9.98% (above 0%: growing)
Operating income growth Q +1.39% (above 0%: growing)
EPS, this year +23.82% (at or above 15%: strong)
EPS, next year A +10.15%
Revenue, next year A +74.05% (at or above 10%: strong)
EPS, past 5 yrs +11.73%
EPS, next 5 yrs A +16.00% (at or above 15%: strong)

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

P/E against its own 10 years 40.36%
10-year low 10-year high
P/S against its own 10 years 70.77%
10-year low 10-year high
P/B against its own 10 years 52.92%
10-year low 10-year high
EV/Sales against its own 10 years 68.49%
10-year low 10-year high
EV/FCF against its own 10 years 67.76%
10-year low 10-year high

Dividends raised 2 years running

Yield
1.19%
Annual rate
0.99
Payout ratio
22.9%
Growth, 2017–26
+2.02%/yr
  1. 0.82 ’17
  2. 0.84 ’18 +2%
  3. 0.86 ’19 +2%
  4. 0.87 ’20 +2%
  5. 0.89 ’21 +1%
  6. 0.91 ’22 +2%
  7. 1.16 ’23 +28%
  8. 0.95 ’24 −19%
  9. 0.97 ’25 +2%
  10. 0.99 ’26 +2%

Assets vs Liabilities $m

2023 2024 2025 2026
Cash 152 250 174 187
Receivables 184 185 232 261
Inventory 177 153 201 225
Other — — — —
525 600 622 689
2023 2024 2025 2026
Payables 80 85 105 109
ST’ Debt — — — —
Other 66 67 90 94
258 265 330 356

Compound Annual Growth %

10y 5y 3y
Sales 4.02% 7.74% 7.65%
Cash Flow 5.80% 3.49% 5.29%
Earnings 9.87% 9.64% 5.51%
Book Value 8.44% 7.11% 11.06%

Earnings Trends EPS, adjusted, against the consensus

EPS $

Oct Jan Apr Jul Year
’26 — — — — —
’26 1.13 1.01 1.21 0.96 4.30
’25 0.97 0.83 1.09 1.04 3.94
’24 0.97 0.90 1.05 1.15 4.07
’23 0.79 0.76 0.96 1.00 3.51
’22 0.67 0.65 0.78 0.81 2.90
’21 0.64 0.59 0.71 0.53 2.47
Fiscal quarters ending in the months shown.

Revenue $m

Oct Jan Apr Jul Year
’26 — — — — —
’26 405 384 435 437 1,662
’25 377 357 383 397 1,514
’24 332 323 343 343 1,341
’23 323 326 337 346 1,332
’22 321 318 339 324 1,302
’21 277 266 296 306 1,145
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Oct Jan Apr Jul Year
’26 — — — — —
’26 33 53 78 79 244
’25 23 40 60 58 181
’24 62 36 73 84 255
’23 28 29 72 79 209
’22 27 (3) 41 53 118
’21 63 36 56 51 206
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Oct Jan Apr Jul Year
’26 — — — — —
’26 22 42 67 61 193
’25 16 32 56 49 154
’24 51 (13) 64 73 175
’23 24 25 68 73 190
’22 16 (8) 35 32 75
’21 54 31 49 45 178
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

1
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to July

Ten-year view Analyst estimates Powerpack
Group Line 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 Trend 10 yrs 2027e 2028e 2029e Next 3/yr
Income, $m
Income, $m Revenue 1,113 1,174 1,161 1,081 1,145 1,302 1,332 1,341 1,514 1,662 +4.5% 2,892 3,003 — +34.4%
Gross margin, % 50.15 50.12 49.86 48.88 49.05 48.50 49.35 51.28 50.27 51.75 +1.6 pt
EBT 127 152 165 141 171 192 226 248 237 259 +8.3%
EBT margin, % 11.37 12.95 14.19 13.03 14.94 14.74 16.95 18.48 15.66 15.61 +4.2 pt
Net income 96 91 131 112 130 150 175 197 189 205 +8.9%
Per share, $
Per share, $ Revenue 21.81 22.72 22.07 20.49 22.00 25.37 26.86 27.88 31.77 35.14 +5.4%
Earnings 1.87 1.76 2.50 2.13 2.49 2.92 3.53 4.10 3.97 4.34 +9.8%
Cash flow 2.82 2.77 3.08 2.67 3.95 2.31 4.22 5.30 3.80 5.16 +6.9%
Capex (0.30) (0.42) (0.62) (0.52) (0.52) (0.84) (0.39) (1.66) (0.58) (1.09) +15.5%
Free cash flow 2.52 2.35 2.46 2.15 3.43 1.47 3.83 3.64 3.22 4.07 +5.5%
Book value 13.71 14.55 16.18 16.36 18.51 17.76 19.98 22.17 25.02 28.71 +8.6%
Shares, m 51 52 53 53 52 51 50 48 48 47 (0.8%)
Valuation, ×
Valuation, × P/E 17.66 21.86 20.69 21.58 22.00 16.99 14.61 17.47 17.78 21.67 19.2
P/S 1.52 1.68 2.34 2.24 2.49 1.93 1.92 2.57 2.22 2.68 2.2
P/B 2.42 2.63 3.20 2.81 2.96 2.79 2.58 3.23 2.82 3.28 2.9
EV/Sales 1.53 1.61 2.19 2.12 2.44 1.95 1.88 2.49 2.20 2.61 2.1
EV/FCF 13.26 15.59 19.65 20.13 15.63 27.29 13.19 19.04 21.72 22.50 18.8
Cash, $m
Cash, $m Operating cash flow 144 143 162 141 206 118 209 255 181 244 +6.0%
Capex (15) (22) (33) (27) (27) (43) (19) (80) (28) (51) +14.5%
Free cash flow 129 121 129 114 178 75 190 175 154 193 +4.6%
Balance, $m
Balance, $m Working capital 221 280 331 324 208 243 267 335 292 333 +4.7%
Net debt (26) (129) (229) (186) (109) (19) (102) (159) (75) (172) +23.2%
Shareholders’ equity 700 752 851 863 963 911 991 1,067 1,192 1,358 +7.6%
Returns, %
Returns, % ROA 9.13 8.64 11.86 9.77 10.29 10.93 12.69 13.58 11.65 11.45 +2.3 pt
ROIC 12.15 15.31 16.32 12.73 12.24 13.52 15.83 16.76 13.23 13.89 +1.7 pt
ROE 14.67 12.54 16.38 13.11 14.20 16.00 18.38 19.17 16.76 16.11 +1.4 pt
People
People Employees 6,300 6,200 6,100 5,400 5,700 5,700 5,600 5,700 6,400 6,325 0.0%
Revenue/emp, $m 0.18 0.19 0.19 0.20 0.20 0.23 0.24 0.24 0.24 0.26 +4.5%
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Jul 2026 · latest quarter Jul 2026

Brady Corporation vs peers in Security & Protection Services (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
ALLE Allegion PLC $15.8B 24.4× 22.0× +12.67% (above 0%: growing) +15.59% (above 0%: growing) −5.99% (below 0%: shrinking) 44.94% 22.12% Compare
ADT ADT Inc. $7.2B 12.8× 12.5× +1.96% (above 0%: growing) 0.00% +28.06% (above 0%: growing) 79.92% 24.07% Compare
MSA MSA Safety Incorporporated $6.9B 22.1× 21.0× +6.16% (above 0%: growing) +39.37% (above 0%: growing) +118.31% (above 0%: growing) 49.53% 22.24% Compare
BCO Brink's Company (The) $4.2B 23.7× 16.6× +7.06% (above 0%: growing) +3.88% (above 0%: growing) −97.49% (below 0%: shrinking) 26.29% 9.57% Compare
BRC Brady Corporation $3.9B 19.0× 13.7× +9.98% (above 0%: growing) −7.62% (below 0%: shrinking) +22.90% (above 0%: growing) 52.90% 13.76%
GEO Geo Group Inc (The) $3.8B 13.3× 21.7× +15.08% (above 0%: growing) +71.43% (above 0%: growing) +2,422.02% (above 0%: growing) 27.51% 13.89% Compare
CXW CoreCivic, Inc. $3.1B 24.3× 2.0× +27.27% (above 0%: growing) +8.57% (above 0%: growing) +55.25% (above 0%: growing) 21.74% 10.07% Compare
NSSC NAPCO Security Technologies, Inc. $1.4B 32.5× 24.1× +10.02% (above 0%: growing) +51.52% (above 0%: growing) +19.89% (above 0%: growing) 61.31% 33.02% Compare
EVLV Evolv Technologies Holdings, Inc. $878.5M — (loss-making) — (loss-making) +34.44% (above 0%: growing) n/m +203.88% (above 0%: growing) 50.17% (24.11%) Compare
Median of peers $4.0B 23.7× 21.0× +11.35% +15.59% +41.66% 47.24% 18.01%

All 22 Security & Protection Services stocks →

Brady Corporation (BRC) Latest News

8 Oct

Impact 3 · · StockStory

1 Oct

29 Sep

Impact 3 · · Simply Wall St.

25 Sep

9 Sep

Impact 4 · · The Motley Fool transcript

8 Jun

Impact 3 · · GlobeNewswire

22 May

Impact 4 · · The Motley Fool
stockrow.com/BRC · Data as of Jul 31, 2026 · For information only; not investment advice. · © 2026 stockrow.com