Brady says fiscal 2026 revenue, adjusted EPS hit records

Brady (NYSE: BRC ) held its fourth-quarter earnings conference call on Thursday.

Below is the complete transcript from the call.

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View the webcast at Summary Brady Corporation reported a record high revenue and adjusted earnings per share for fiscal year 2026, marking its sixth consecutive record earnings year.

The company recently completed the acquisition of Honeywell's PSS business, now rebranded as Intelligent Productivity Solutions (IPS), positioning Brady as a significant player in the industrial technology sector.

For fiscal 2027, Brady anticipates revenue growth from its Identification Solutions (IDS) segment and expects the IPS acquisition to contribute approximately $1.15 billion in revenue, with adjusted EPS ranging from $6.25 to $6.75.

The acquisition is expected to be immediately accretive with a focus on integration and strategic synergies, particularly in new product development and market expansion.

Management emphasized strong organic growth driven by new product development and efficiency improvements, including a 25% increase in printer sales in Q4 2026 and a significant reduction in SG&A expenses as a percentage of sales.

Full Transcript OPERATOR Good day and thank you for standing by.

Welcome to the Q4 2026 Brady Corporation earnings conference call.

At this time, all participants are in a listen-only mode.

After the speaker's presentation, there will be a question-and-answer session.

To ask a question during the session, you will need to press star 11 on your telephone.

You will then hear an automated message advising that your hand is raised.

To withdraw your question, please press star 11 again.

Please be advised that today's conference is being recorded.

I would now like to hand the conference over to your first speaker today, Ann Thornton, CFO.

Please go ahead.

Ann Thornton, CFO and Treasurer Thank you.

Good morning and welcome to the Brady Corporation Fiscal 2026 Fourth Quarter Earnings Conference call.

The slides for this morning's call are located on our website at We will begin our prepared remarks on slide number three.

Please note that during this call we may make comments about forward-looking information.

Words such as expect, will, may, believe, forecast and anticipate are just a few examples of words identifying a forward-looking statement.

It's important to note that forward-looking information is subject to various risk factors and uncertainties which could significantly impact expected results.

Risk factors were noted in our news release this morning and in Brady's Fiscal 2026 Form 10-K which was filed with the SEC this morning.

Also, please note that this teleconference is copyrighted by Brady Corporation and may not be rebroadcast without the consent of Brady.

We will be recording this call and broadcasting it on the Internet.

As such, your participation in the Q&A session will constitute your consent to being recorded.

I'll now turn the call over to Brady's President and Chief Executive Officer, Vineet Nargolwala.

Vineet.

Vineet Nargolwala, Chief Executive Officer Thank you Ann.

And good morning everyone.

I was appointed by the Board nearly three months ago to succeed Russell Shaller as he transitioned into retirement.

Over his tenure as CEO, Russell built a strong foundation for growth at Brady and I would like to thank him for his contribution towards Brady's success.

As you may know, I've had the privilege to serve on Brady's board for the last four plus years.