Latest revenue
$384.1M
as of 2026-01-31
Latest net income
$48.1M
as of 2026-01-31
Net margin
12.5%
as of 2026-01-31
ActaClear Score
Computed from 5 years of SEC fundamentals + latest market data, ranked within Miscellaneous Manufacturing Industries (7 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 7, 2026.
Fair value · DCF
DCF: 10-year forecast of free cash flow, discounted at the company's WACC, with a Gordon-growth terminal at year 10. FCF is proxied by last fiscal-year net income (proper FCF needs CFO − CapEx by year, which we don't store yet). Drag the slider to test your own growth thesis — the dominant assumption in any DCF is what comes next, not what the math does with it. Beta defaults to 1.0 when not reported.
Community sentiment
Where do you think BRC is heading?
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $4.61B
- Enterprise value
- $4.52B
- P/E (trailing)
- 24.4×
- Forward P/E
- —
- P/B
- 3.51×
- Dividend yield
- 1.4%
- 52-wk high
- $99.29
- 52-wk low
- $65.76
- Beta
- —
- Shares out
- 52.0M
5-year trend
What this company does
Table of Contents ITEM 2. MANAGEMENT’S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS Brady Corporation is a global manufacturer and supplier of identification and direct part marking solutions, high-performance materials and workplace safety products that identify and protect premises, products and people. The Company is organized and managed on a geographic basis with two reportable segments: Americas & Asia and Europe & Australia. This regional operating structure allows the Company to further integrate its businesses, support continued growth through the application of the best go-to-market strategies in key geographies, facilitate new product development…
AI summary unavailable — showing raw filing excerpt
Generated from BRC's filing dated 2026-02-19
Key risks
ITEM 1A. RISK FACTORS The Company’s business, results of operations, financial condition, and cash flows are subject to various risks and uncertainties, including those described in Part I, Item 1A, “Risk Factors” of Company’s Annual Report on Form 10-K for the year ended July 31, 2025. There have been no material changes from the risk factors set forth in the 2025 Form 10-K.
AI summary unavailable — showing raw filing excerpt
Generated from BRC's filing dated 2026-02-19
Profitability
Gross margin
50.3%
2.0%Operating margin
15.6%
13.8%Net margin
12.5%
15.0%Return on equity
15.9%
14.1%Return on assets
10.9%
16.1%Leverage
Debt / equity
0.45×
8.0%Long-term debt / equity
0.08×
1.8%Debt / assets
31.3%
5.5%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-01-31 | $384.1M | +7.7% | $48.1M | +19.1% | 12.5% |
Q4 2025 2025-10-31 | $405.3M | +7.5% | $53.9M | +15.3% | 13.3% |
Q3 2025 2025-07-31 | $397.3M | +15.7% | $49.9M | -10.1% | 12.6% |
Q2 2025 2025-04-30 | $382.6M | +11.4% | $52.3M | +2.7% | 13.7% |
Q1 2025 2025-01-31 | $356.7M | +10.6% | $40.3M | -7.6% | 11.3% |
Q4 2024 2024-10-31 | $377.1M | +13.6% | $46.8M | -1.0% | 12.4% |
Q3 2024 2024-07-31 | $343.4M | — | $55.5M | — | 16.1% |
Q2 2024 2024-04-30 | $343.4M | — | $50.9M | — | 14.8% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Miscellaneous Manufacturing Industries · SIC 3990
Your notes
Keep private notes on BRC — thesis, target price, catalysts to watch.
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Insider activity
Insider buying
$0
Insider selling
$8.4M
Net activity
−$8.4M
Distinct insiders
7
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns BRC
Institutional value
$1.57B
Total shares held
20.7M
Distinct holders
198
-106 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.1M | $336.1M | +75.4K (+1.9%) | Added |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.6M | $212.7M | — | New |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1.9M | $151.2M | — | New |
| 4 | FIRST TRUST ADVISORS LP | 1.7M | $135.5M | +47.1K (+2.9%) | Added |
| 5 | FRANKLIN RESOURCES INC | 1.6M | $129.8M | +409.3K (+34.4%) | Added |
| 6 | DIMENSIONAL FUND ADVISORS LP | 1.4M | $116.8M | -24.1K (-1.6%) | Trimmed |
| 7 | ROYCE & ASSOCIATES LP | 640.7K | $52.0M | -100.0K (-13.5%) | Trimmed |
| 8 | VANGUARD FIDUCIARY TRUST CO | 264.3K | $21.5M | — | New |
| 9 | Allianz Asset Management GmbH | 257.6K | $20.9M | -21.1K (-7.6%) | Trimmed |
| 10 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 254.2K | $20.6M | -98.4K (-27.9%) | Trimmed |
| 11 | Bank of New York Mellon Corp | 246.3K | $20.0M | -5.3K (-2.1%) | Trimmed |
| 12 | Swedbank AB | 240.0K | $19.5M | -360.0K (-60.0%) | Trimmed |
| 13 | Allspring Global Investments Holdings, LLC | 226.1K | $18.4M | -48.6K (-17.7%) | Trimmed |
| 14 | PRINCIPAL FINANCIAL GROUP INC | 210.2K | $17.1M | +4.5K (+2.2%) | Added |
| 15 | CENTRAL SECURITIES CORP | 200.0K | $16.2M | +0 (+0.0%) | No change |
| 16 | SEIZERT CAPITAL PARTNERS, LLC | 196.7K | $16.0M | -9.3K (-4.5%) | Trimmed |
| 17 | Public Sector Pension Investment Board | 181.4K | $14.7M | +30.6K (+20.3%) | Added |
| 18 | JPMORGAN CHASE & CO | 157.7K | $12.7M | +26.4K (+20.1%) | Added |
| 19 | Robeco Institutional Asset Management B.V. | 150.4K | $12.2M | +79 (+0.1%) | Added |
| 20 | Champlain Investment Partners, LLC | 133.3K | $10.8M | -233.9K (-63.7%) | Trimmed |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once BRC's latest filing finishes processing.
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