Brady Corporation (NYSE:BRC) kicked off fiscal 2026 on a strong note, reporting first-quarter results that surpassed Wall Street forecasts and lifted the stock nearly 3% in pre-market trading on Monday.
For the quarter ended October 31, 2025, the identification solutions provider delivered adjusted earnings of $1.21 per share, topping analyst expectations of $1.18. Revenue reached $405.3 million, ahead of the $393.65 million consensus and up 7.5% from a year earlier.
Growth in the period was supported by a 2.8% rise in organic sales, a 3.2% contribution from acquisitions, and a 1.5% benefit from currency movements. Regional performance was led by the Americas & Asia division, which posted a 9.6% sales increase including 4.7% organic growth. Europe & Australia revenue improved 3.6%, even as organic sales in the region slipped slightly by 0.8%.
“Our investments in research and development continue to add value for our customers and drive organic sales growth,” said Russell R. Shaller, Brady’s President and CEO. “We reported strong organic sales growth in the Americas & Asia region, and our Europe & Australia region reported a significant improvement in segment profit in the quarter.”
Reflecting the stronger-than-expected start to the year, Brady lifted the lower end of its full-year adjusted EPS guidance to $4.90–$5.15, compared with the previous $4.85–$5.15 range.
Cash generation also strengthened, with operating cash flow jumping 42.5% to $33.4 million, up from $23.4 million in the prior-year quarter.
“We generated adjusted EPS of $1.21, which represented 8.0% growth compared to last year’s first quarter. This improvement was driven by our organic sales growth and continued gross profit margin expansion throughout our organic businesses,” noted Ann Thornton, Brady’s Chief Financial Officer.