Key Highlights

  • Brady’s $0.25 Class A quarterly Dividend trades ex-dividend October 9, 2026, with payment on October 30 to shareholders of record.
  • The annual Class A dividend rose to $1.00 from $0.98, which the company described as its 41st consecutive annual increase.
  • Fiscal 2026 sales were $1,661.6 million, up 9.8%, with GAAP diluted EPS of $4.30 and adjusted EPS of $5.29 (non-GAAP).
  • Brady closed the Honeywell Acquisition on August 3, 2026, and guided fiscal 2027 adjusted EPS (non-GAAP) to $6.25 to $6.75.

Brady Corporation (NYSE:BRC) declared a quarterly Class A dividend of $0.25 per share, a Yield of 1.18%, payable October 30 to shareholders of record on October 9, 2026. The $0.25 quarterly amount is an annual rate of $1.00, which equals 23.3% of fiscal 2026 GAAP diluted EPS of $4.30 and 18.9% of adjusted diluted EPS of $5.29 (non-GAAP).

Dividend Program and Shareholder Returns

The board approved the dividend increase on September 1, 2026, and the company announced it on September 2. The annual Class A dividend rose to $1.00 per share from $0.98, with a quarterly payment of $0.25 payable October 30 to holders of record at the close of Business on October 9. The shares trade ex-dividend on October 9.

The company described the increase as its 41st consecutive annual increase in dividends. Fiscal 2026 Cash Flow from operations was $244.1 million, compared with $181.2 million in fiscal 2025. Each dividend remains subject to board approval.

About the Company

Brady Corporation is an industrial identification and safety products company. For the fiscal year ended July 31, 2026, it reported sales of $1,661.6 million and Net Income of $205.4 million. Fourth-quarter sales were $436.9 million, up 10.0%, with organic growth of 8.4%. Full-year Organic Sales growth was 5.3%.

Fiscal 2026 Sales, Earnings and Cash Flow

Full-year sales were $1,661.6 million, up 9.8%, and net income was $205.4 million. GAAP diluted EPS for Class A shares was $4.30. Adjusted diluted EPS (non-GAAP) was a record $5.29, up 15.0% from $4.60.

In the fourth quarter, net income was $45.6 million and GAAP diluted EPS was $0.96. Fourth-quarter adjusted diluted EPS (non-GAAP) was $1.48, up 17.5%. Cash flow from operations for the full year was $244.1 million.

Honeywell Acquisition and Fiscal 2027 Guidance

Brady completed its acquisition of Honeywell’s Productivity Solutions and Services business, which the company calls the Intelligent Productivity Solutions business, on August 3, 2026. The release did not disclose the purchase price.

The company guided fiscal 2027 adjusted diluted EPS (non-GAAP) to $6.25 to $6.75, which it described as growth of 18.1% to 27.6% over fiscal 2026. It guided Revenue for the new Intelligent Productivity Solutions segment at about $1.15 billion. The annual $1.00 dividend equals 14.8% to 16.0% of that adjusted EPS range, a computed ratio.

Quarterly and Annual Relationships

The $0.25 quarterly dividend equals 26.0% of fourth-quarter GAAP diluted EPS of $0.96 and 16.9% of fourth-quarter adjusted diluted EPS of $1.48 (non-GAAP), both computed. The $0.02 increase in the annual rate equals 2.0% of the prior $0.98, also computed.

Fiscal 2026 cash flow from operations of $244.1 million was 34.7% higher than the $181.2 million reported for fiscal 2025, a computed change. Fourth-quarter net income was $45.6 million. Fiscal 2026 net income of $205.4 million equals 12.4% of sales, and fourth-quarter net income equals 10.4% of fourth-quarter sales, both computed.

Outlook

Brady’s $0.25 Class A quarterly dividend is payable October 30 to shareholders of record on October 9, 2026. The fiscal 2027 adjusted diluted EPS guidance of $6.25 to $6.75, the approximately $1.15 billion of Intelligent Productivity Solutions segment revenue, and the integration of the acquired business are the relevant considerations.