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Get filing alertsBrady Corp raises annual dividend to $1.00/share and reports record FY2026 revenue of $1.66B
Filed September 3, 2026 · Period ending September 1, 2026 · ~1 min read
Key Changes
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Q4 FY2026 sales rose 10.0% to $436.9M, with organic growth of 8.4%; adjusted diluted EPS increased 17.5% to $1.48.
Exhibit 99.1 view on EDGAR → -
high
Full-year FY2026 revenue reached a record $1.66B, up 9.8%; adjusted diluted EPS hit a record $5.29, up 15.0%.
Exhibit 99.1 view on EDGAR → -
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FY2027 adjusted diluted EPS guidance is $6.25–$6.75, implying 18.1%–27.6% growth, driven by the newly acquired IPS segment.
Exhibit 99.1 view on EDGAR → -
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Board approved an increase in the annual dividend from $0.98 to $1.00 per share, marking the 41st consecutive annual increase.
Item 8.01 verify on EDGAR → -
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Quarterly dividend of $0.25 per share will be paid on October 30, 2026, to shareholders of record on October 9, 2026.
Item 8.01 verify on EDGAR →
Summary
Brady Corporation reported strong fiscal 2026 fourth-quarter and full-year results, with record revenue and adjusted earnings per share. Fourth-quarter sales grew 10.0% to $436.9 million, driven by 8.4% organic growth, while adjusted diluted EPS rose 17.5% to $1.48. For the full year, revenue increased 9.8% to a record $1.66 billion, and adjusted diluted EPS reached a record $5.29, up 15.0% from the prior year.
The company also announced a dividend increase, raising the annual payout from $0.98 to $1.00 per share, marking the 41st consecutive year of dividend growth. Looking ahead, management provided fiscal 2027 adjusted diluted EPS guidance of $6.25 to $6.75, implying growth of 18.1% to 27.6%.
This outlook is supported by the recent acquisition of Honeywell's Intelligent Productivity Solutions (IPS) business, which is expected to contribute approximately $1.15 billion in revenue and about $0.80 of EPS accretion net of financing costs. The company ended fiscal 2026 with a net cash position of $172.2 million and returned $88.3 million to shareholders through dividends and buybacks. For retail investors, the combination of record results, a dividend increase, and strong forward guidance reflects a healthy business with consistent capital returns. The acquisition of IPS adds scale and diversification, though integration costs and execution will be key to achieving the projected accretion. The company's 41-year dividend growth streak underscores its commitment to shareholders.
Section-by-Section Diff
Event · Item 2.02 — Results of Operations and Financial Condition
Brady Corporation announced fiscal 2026 fourth quarter financial results via press release.
Added in current filing · verify on EDGAR →
On September 3, 2026, Brady Corporation (the “Company”) issued a press release announcing its fiscal 2026 fourth quarter financial results.
The company issued a press release with its fiscal 2026 fourth quarter financial results. The 8-K itself does not include the figures; they are in Exhibit 99.1, which is incorporated by reference.
Event · Item 7.01 — Regulation FD Disclosure
Brady Corp furnished slides from its fiscal Q4 2026 earnings conference call under Regulation FD.
Show 1 minor / wording change
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On September 3, 2026, the Company hosted a conference call related to its fiscal 2026 fourth quarter financial results. A copy of the slides referenced in the conference call, which is also posted on the Company's website, is being furnished to the Securities and Exchange Commission as Exhibit 99.3 attached hereto and is incorporated herein by reference.
The company furnished the slide deck used during its fiscal Q4 2026 earnings conference call. The filing itself does not include any financial figures; the slides are attached as Exhibit 99.3. This is a routine Regulation FD disclosure.
Event · Item 8.01 — Other Events
Brady Corp raised its annual dividend from $0.98 to $1.00 per share, with a $0.25 quarterly payout on Oct 30, 2026.
Added in current filing · verify on EDGAR →
approved an increase in the annual cash dividend on its Class A Common Stock from $0.98 to $1.00 per share
The Board raised the annual dividend by $0.02 per share, from $0.98 to $1.00. This is a modest increase that signals confidence in ongoing cash generation.
Event · Exhibit 99.1
Brady reports record FY2026 revenue and adjusted EPS, closes Honeywell IPS acquisition, and guides FY2027 adjusted EPS up 23% at midpoint.
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Sales for the quarter ended July 31, 2026 were $436.9 million, an increase of 10.0% compared to $397.3 million in the same quarter last year.
Fourth-quarter sales grew 10.0% year over year, driven by 8.4% organic growth. Adjusted Diluted EPS rose 17.5% to $1.48 from $1.26, while GAAP diluted EPS declined to $0.96 from $1.04 due to acquisition and integration costs.
Added in current filing · view on EDGAR →
Sales for the year ended July 31, 2026 increased 9.8% to $1.66 billion compared to $1.51 billion in the prior fiscal year.
Full-year revenue reached a record $1.66 billion, up 9.8%, with organic growth of 5.3%. Adjusted Diluted EPS hit a record $5.29, up 15.0% from $4.60 in 2025.
Added in current filing · view on EDGAR →
increased our cash flow from operating activities nearly 35% to $244.1 million in fiscal 2026 compared to $181.2 million in fiscal 2025, and returned $88.3 million to our shareholders in the form of dividends and share buybacks.
Operating cash flow grew nearly 35% to $244.1 million. The company returned $88.3 million to shareholders through dividends and buybacks and ended the year with a net cash position of $172.2 million.
Added in current filing · view on EDGAR →
The Company expects Adjusted Diluted EPS* for the year ending July 31, 2027 to range from $6.25 to $6.75 per share, which represents a range of growth of between 18.1 percent to 27.6 percent compared to 2026.
Management guides FY2027 adjusted diluted EPS to $6.25–$6.75, implying 18.1% to 27.6% growth. The midpoint represents approximately 23% growth, driven by the newly acquired IPS segment, which is expected to contribute about $0.80 of accretion net of financing costs.
Added in current filing · view on EDGAR →
The Company expects revenue from the IDS segment to grow approximately 5 percent organically, and expects the IPS segment to contribute revenue of approximately $1.15 billion for the year ending July 31, 2027.
The newly named Intelligent Productivity Solutions (IPS) business, acquired from Honeywell Technologies on August 3, 2026, is expected to contribute about $1.15 billion in revenue in FY2027. IDS organic revenue is expected to grow about 5%, with segment profit margins of approximately 20% for IDS and low-double digits for IPS.
Event · Exhibit 99.2
Added in current filing · view on EDGAR →
This dividend represents the 41st consecutive annual increase in dividends.
The company highlights that this marks 41 consecutive years of annual dividend increases, signaling a strong commitment to returning capital to shareholders.
Event · Exhibit 99.3
Added in current filing · view on EDGAR →
Organic sales growth of 8.4% Total sales growth of 10.0% including acquisitions and Fx
Brady grew organic sales 8.4% in Q4 FY2026, with total sales up 10.0% including acquisitions and foreign currency. Americas & Asia led with 11.6% organic growth, while Europe & Australia grew 2.1%.
Added in current filing · view on EDGAR →
Adjusted Diluted Earnings per Share* increased 17.5% to $1.48 in Q4 of F’26 compared to $1.26 in Q4 of F’25.
Adjusted diluted EPS rose 17.5% year-over-year to $1.48, a record high. GAAP EPS declined to $0.96 from $1.04 due to acquisition-related and executive transition costs.
Added in current filing · view on EDGAR →
F’27 Adjusted Diluted EPS* guidance of $6.25 to $6.75 (increase of 18.1% to 27.6% vs. F’26)
Brady initiated FY2027 adjusted diluted EPS guidance of $6.25 to $6.75, implying 18.1% to 27.6% growth over FY2026. The company assumes approximately 5% organic sales growth and a 21% tax rate.
Added in current filing · view on EDGAR →
Returned $88.3M in dividends share buybacks
Brady returned $88.3 million to shareholders in FY2026 through dividends and share buybacks. The company repurchased 516,859 shares for $42.2 million at an average price of $81.65 per share.
Added in current filing · view on EDGAR →
Net cash position of $172.2M as of July 31, 2026.
Brady ended FY2026 with a net cash position of $172.2 million, up from $149 million a year earlier. Cash was $187.1 million and debt was $15.0 million at July 31, 2026.
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Figures/quotes linked to EDGAR · Narrative written by AI · Sep 4, 2026 · How we verify