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NYSE · Consumer Discretionary

Brady Corp. (BRC)

As-reported financials and SEC filings for Brady Corp. The latest annual period is FY2026. The latest reported quarter is Q4 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About Brady Corp.

Brady Corporation manufactures and supplies identification solutions and workplace safety products used to identify and protect premises, products, and people. Its product range includes safety signs, labeling systems, printing and identification systems, RFID and barcode scanners, wire markers, healthcare identification products, and access control items. Brady serves customers across various industries worldwide through distributors, direct sales, and digital channels.

Snapshot

Revenue
$1.66B
Revenue growth (YoY)
9.8%
Net income
$205.4M
Diluted EPS
—
Gross margin
51.7%
Operating margin
15.9%
Net margin
12.4%
FCF margin
11.6%
ROE
15.1%
net income / fiscal-year-end equity
P/E
19.8×
trailing when available, otherwise FY EPS
Market cap
$3.99B
Long-term debt / equity
0.01×
non-current term debt only

Fundamentals are from SEC filings for FY2026, the latest annual period (ended July 31, 2026). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Brady

  • Revenue grew 9.8% to $1.7B in FY2026, slower than the 12.8% the year before.
  • Operating margin is 15.9% in FY2026, +1.0 pp against 14.8% in FY2022.
  • Most recent quarter Q4 FY2026: revenue $437M, up 10.0% from Q4 FY2025.
  • Free cash flow was $193M in FY2026, 11.6% of revenue.
  • Net income rose 8.5% to $205M in FY2026.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Brady’s fundamentals sit among the 410 Consumer Discretionary companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin51.7%
78th percentile of 277
Operating margin15.9%
87th percentile of 348
Net margin12.4%
88th percentile of 384
FCF margin11.6%
85th percentile of 358
Revenue growth (YoY)+9.8%
78th percentile of 401
ROE15.1%
68th percentile of 349
P/E19.8×
63rd percentile of 245
Long-term debt / equity0.01×
9th percentile of 236
Short interest3.86d
47th percentile of 408

Brady’s long-term debt to equity of 0.01 ranks in the 9th percentile of the 236 Consumer Discretionary companies reporting it. Brady’s net margin of 12.4% ranks in the 88th percentile of the 384 Consumer Discretionary companies reporting it. Brady’s operating margin of 15.9% ranks in the 87th percentile of the 348 Consumer Discretionary companies reporting it.

No reported insider purchases (code P) in the last 90 days; 2 insider sales totaling $615,441. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 1 of the superinvestors we track (plus 5 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
1
+5 quant / multi-strat
Initiated / added
3
1 new, 2 added
Reduced / exited
4
3 trimmed, 1 exited
Combined position
$98.8M
reported long value
InvestorAs ofPosition valueSharesChange
Renaissance TechnologiesquantQ2 2026$83.8M915.0KAdded
D. E. ShawquantQ2 2026$7.2M78.8KAdded
AQR Capital ManagementquantQ2 2026$5.9M64.0KReduced
Citadel AdvisorsquantQ2 2026$1.4M15.7KReduced
Gotham Asset ManagementQ2 2026$241,5622.6KNew
Two Sigma InvestmentsquantQ2 2026$210,6112.3KReduced

No longer held by: Millennium Management (as of Q2 2026)

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
—
code P value
Sells (90d)
2
$615K
Reported activity
Net selling
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-10-06
filed 2026-10-07
Thomas F. DebruineChief Operating OfficerSell1.6K$85.00$133K
2026-09-18
filed 2026-09-21
Thomas F. DebruineChief Operating OfficerSell5.7K$84.00$482K
2026-06-10
filed 2026-06-11
Vineet A. NargolwalaPresident & CEOBuy13.0K$76.86$1.0M

Reported non-derivative purchases and sales (codes P/S), which may be open-market or private. Excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
1.2M
settled 2026-09-30
Change vs prior
+18.3%
vs previous settlement
Days to cover
3.86
at avg daily volume
Avg daily volume
308.0K
FINRA reported
SettlementShares shortChangeDays to cover
2026-09-301.2M+18.3%3.86
2026-09-151.0M+36.5%3.43
2026-08-31736.5K+5.2%4.52
2026-08-14700.4K+0.6%4.23
2026-07-31696.5K+1.1%4.05
2026-07-15689.0K-11.5%3.87
2026-06-30778.5K+11.1%2.26
2026-06-15700.4K-11.3%1.24

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2026FY2025FY2024FY2023FY2022
Revenue$1.66B$1.51B$1.34B$1.33B$1.30B
Gross profit
Operating income$263.5M$236.6M$243.4M$225.2M$193.0M
Net income$205.4M$189.3M$197.2M$174.9M$150.0M
Diluted EPS—————

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (tap or hover a figure to see how it was calculated or what was filed). Full details: where the numbers come from.

Balance sheet (as reported)

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (tap or hover a figure to see how it was calculated or what was filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2026FY2025FY2024FY2023FY2022
Operating cash flow$244.1M$181.2M$255.1M$209.1M$118.4M
Capital expenditure$51.5M$27.6M$79.9M$19.2M$43.1M
Free cash flow

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (tap or hover a figure to see how it was calculated or what was filed). Full details: where the numbers come from.

Quarterly trend

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q4 FY202610.0%
Q3 FY2026$435.2M13.8%$57.8M—
Q2 FY2026$384.1M7.7%$48.1M—
Q1 FY2026$405.3M7.5%$53.9M—
Q4 FY202515.7%
Q3 FY2025$382.6M11.4%$52.3M—
Q2 FY2025$356.7M10.6%$40.3M—
Q1 FY2025$377.1M13.6%$46.8M—

Latest 8 quarters, from company XBRL filings on SEC EDGAR. A dotted underline marks a fourth-quarter figure we calculated from the full year and the first nine months. Revenue YoY is our calculation too: each quarter against the same quarter a year earlier.

Company facts

ExchangeNYSE
SectorConsumer Discretionary
SIC industryMiscellaneous Manufacturing Industries
Latest annual periodFY2026 (ended July 31, 2026)
Latest reported quarterQ4 FY2026 (ended July 31, 2026)
Oldest indexed filing2014
SEC CIK746598

Selected SEC filings

10-K2026-09-03
View on EDGAR →
10-Q2026-05-18
View on EDGAR →
10-Q2026-02-19
View on EDGAR →
10-Q2025-11-17
View on EDGAR →
8-K2026-09-03
View on EDGAR →
8-K2026-08-06
View on EDGAR →
8-K2026-06-18
View on EDGAR →
8-K2026-06-11
View on EDGAR →

Largest Consumer Discretionary peers

All Consumer Discretionary companies →

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.