Brady Corp. beats revenue estimates in fiscal Q2

Milwaukee-based Brady Corporation (NYSE:BRC), a global leader in identification solutions, workplace safety and security products, reported fiscal second-quarter net income of $48.1 million, or $1.01 per diluted share, for the period ended January 31, 2026.

When adjusted for amortization and other costs, earnings rose to $1.09 per share, in line with analyst expectations around $1.09 to $1.10 per share.

Revenue climbed 7.7% year-over-year to $384.1 million, surpassing the consensus estimate of approximately $376 million to $380 million.

The top-line growth was driven by 1.6% organic sales increase, 2.3% contribution from acquisitions, and 3.8% benefit from favorable foreign currency translation.

Gross margin expanded to 50.6%, reflecting improved product mix and the absence of prior-year charges.

The results mark continued momentum for Brady amid demand for identification and safety products in industrial and workplace environments.

Segment performance showed organic growth in the Americas & Asia region, partially offset by softer trends in Europe & Australia.

For the full fiscal 2026 year, Brady raised the lower end of its adjusted diluted EPS guidance to $4.95 to $5.15 per share, up from the prior range of $4.90 to $5.15.

The updated outlook centers around a midpoint of $5.05, slightly above recent analyst consensus estimates near $5.04.