Brady Corporation reported higher results for the quarter and six months ended January 31, 2026. Quarterly net sales reached $384.1 million, up 7.7% from $356.7 million, with organic growth, acquisitions and foreign currency all contributing. Net income for the quarter rose to $48.1 million from $40.3 million, and diluted net income per Class A share increased to $1.01 from $0.83. For the six-month period, net sales were $789.4 million versus $733.7 million, and net income increased to $102.0 million from $87.1 million. Gross margin improved to 50.6% of sales in the quarter and 51.1% year-to-date, helped by the absence of prior-year closure and acquisition-related charges and stronger mix, partly offset by tariffs. R&D spending rose as the company invested in new technologies and integrated recent acquisitions. Cash flow from operations grew to $86.7 million for six months, cash stood at $176.5 million, and credit agreement borrowings were $78.7 million, leaving substantial availability. Brady completed the acquisition of Mecco for $19.2 million, continued dividends on both share classes, and repurchased 65,747 Class A shares during the quarter under its authorization.
Brady Corporation reported strong fiscal 2026 second quarter results with higher sales, earnings, cash flow and raised guidance. Quarterly sales rose 7.7% to $384.1 million, driven by 1.6% organic growth, 2.3% from acquisitions and 3.8% from foreign currency. Net income increased to $48.1 million from $40.3 million, and diluted EPS grew 21.7% to $1.01 from $0.83. Adjusted diluted EPS climbed 9.0% to $1.09.
For the first six months, sales rose 7.6% to $789.4 million, with net income of $102.0 million and diluted EPS of $2.14. Operating cash flow improved to $53.3 million in the quarter and $86.7 million year-to-date, and Brady ended January 31, 2026 with $176.5 million in cash and $78.7 million of long-term debt.
The company raised the low end of its fiscal 2026 GAAP EPS outlook to a range of $4.62–$4.82 and its adjusted diluted EPS guidance to $4.95–$5.15, assuming low single-digit organic growth and a roughly 21% tax rate.
Brady Corporation director Patrick W. Allender reported acquiring additional Class A common stock through the company’s deferred compensation plan. On January 9, 2026, he acquired 296 shares of Brady Corp Class A common stock at $82.21 per share, recorded as an indirect holding under deferred compensation. After this transaction, he beneficially owned 100,510 Class A shares through this deferred compensation arrangement. According to the footnote, these shares result from the director’s quarterly fees for board service, which he has elected to defer into the plan.
Brady Corp (BRC) reported an insider stock sale by its Chief Operating Officer. On 01/05/2026, the COO sold 5,538 shares of Class A Common Stock in an open-market transaction coded as a sale. The weighted average sale price was about $81 per share, with individual trades executed between $80.96 and $81.11. After this transaction, the officer directly beneficially owns 10,181 shares of Brady Corp Class A Common Stock.
A shareholder of BRC plans to sell 5,538 Class A shares under Rule 144 through Fidelity Brokerage Services LLC on or about 01/05/2026, with the shares listed on the NYSE. The filing reports an aggregate market value for the planned sale of $448,576.30. Shares outstanding were 43,638,096 at the time referenced in the form; this is a baseline figure, not the amount being sold. The shares to be sold were acquired over several years mainly via restricted stock vesting, stock option exercises, and dividend reinvestments, largely as compensation from the issuer.
Brady Corp’s CFO and Treasurer reported an option exercise and share sale. On 12/19/2025, the executive exercised stock options for 4,080 shares of Class A common stock at an exercise price of $35.14 per share, acquiring those shares.
The same day, 4,080 Class A common shares were sold at a weighted average price of $81.95 per share, with individual trade prices ranging from $81.65 to $82.18. After these transactions, the officer directly owned 28,935 shares of Brady Corp Class A common stock.
An affiliate of BRC has filed a notice of proposed sale of restricted or control securities under Rule 144. The planned transaction covers 4,080 Class A shares to be sold through Fidelity Brokerage Services LLC on the NYSE, with an indicated aggregate market value of 334,357.43. The filing notes that 43,638,096 Class A shares were outstanding, providing context for the size of the planned sale. The shares to be sold were acquired on 12/19/2025 by exercising an option originally granted on 09/23/2016, with the purchase price paid in cash.
Brady Corporation officer reports stock option exercise and sale of shares. On 12/10/2025, the company’s President - EMEA & Australia exercised a stock option to acquire 3,791 shares of Class A Common Stock at an exercise price of $43.50 per share. On the same date, 3,791 shares of Class A Common Stock were sold at a price of $78.13 per share. After these transactions, the officer directly owned 7,672 shares of Class A Common Stock. The reported stock option related to 3,791 underlying shares and had an expiration date of 09/19/2032.
Brady Corporation insider activity: A holder has filed a Form 144 notice to sell 3,791 shares of Class A stock through Fidelity Brokerage Services LLC on the NYSE, with an aggregate market value of $296,188.56. These shares were acquired on 12/10/2025 via a cash exercise of an option originally granted on 09/19/2022. The notice states that 43,638,096 Class A shares were outstanding. Over the prior three months, Brett Wilms sold 10,894 Class A shares for gross proceeds of $810,952.64, and the signer represents they are not aware of undisclosed material adverse information about Brady Corporation.
Brady Corporation reported results of its latest annual shareholders’ meeting and a new dividend declaration. On December 3, 2025, holders of all 3,538,628 shares of Class B Common Stock unanimously elected 11 directors, including Patrick W. Allender, Elizabeth P. Bruno, Russell R. Shaller, and others, to serve until the next annual meeting and until their successors are elected.
Separately, on December 2, 2025, the Board of Directors declared a quarterly cash dividend of $0.245 per share on both Class A and Class B Common Stock, payable on January 30, 2026 to shareholders of record as of January 9, 2026. The company issued a press release on December 3, 2025 detailing the director elections and the dividend.