← BackBRADY CORP · Miscellaneous Manufacturing IndustriesBRC
Low riskNext report: Around Nov 16 (est.)
The short versionA high-quality, profitable business with growing sales.
Going well
- Sales up 10% in the latest quarter vs a year ago
- Profitable every year for 10 years
- Sales up 13% last year
Money moves
- Insiders sold $133K in the last 30 days
- Institutions cut 1.1% from their holdings in the quarter ending June 2026 (169 bought, 150 sold)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$82.02+0.5% that day
- Company value
- $3.9B
- Share price times all shares
- Price vs profit (P/E)
- 20.7x
- You pay about $21 for each $1 of yearly profit
- Price vs sales
- 2.4x
- Company value is 2.4 times a year of sales
- Cash vs value
- 5%
- Cash as a share of company value
- Debt vs value
- 2%
- Debt as a share of company value
From BRC's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Jul '26 (worked out from yearly totals)$436.9M+10.0% vs a year earlier
Oct '23Tap a barJul '26
Last 12 months: $1.7B, up 9.8% from the 12 months before. Over 5 years, sales grew about 7.0% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- PassReturn on equity 15%+Earns a lot on the money owners have in the business.15.6%
- PassDebt under half of equityNot relying on borrowed money.0.06x equity
- PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.12.5%
- PassProfitable every yearSteady profits, not one good year.10 of 10 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$153.6M
- PassShare count not growingNot diluting owners. Falling means buybacks.-6.9% in 3 years
- PassGross margin 40%+Pricing power: sells for well above what it costs to make.50.3%
- Revenue
- $1.5B
- +12.8% vs prior year
- 5-year growth
- +7.0%/yr
- revenue, per year
- Total debt
- $78.7M
- 0.06x equity
- Current ratio
- 2.13x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jul 31, 2026- Revenue
- $436.9M
- +10.0% YoY
- Op. margin
- 13.8%
- -1.1 pts
- Gross margin
- 52.9%
- +2.5 pts
- Free cash flow
- $60.7M
Some values are worked out from year-to-date totals in the annual report.
Insider rating
Last 90 days
39Mixed
- 1 insider sold $133K (not pre-planned)
50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.
Weekly insider trend13 weeks agoBoughtSoldThis week
Filing buzz
Last 7 days vs normal
0/ 100
- This week
- 0
- Normal week
- 2.6
- vs normal
- 0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
■Steady-1.1%Institutions cut 1.1% from their holdings. 169 bought, 150 sold.
Shares held by institutions37.3M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
-1.4%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
0.0x · $15.0M debtShares outstandingLatest reported
48MNext reportAround Nov 16 (est.)Estimated from the same quarter last year
- Results filedSep 3
- Results filedMay 18
- Results filedFeb 19
- Results filedNov 17, 2025
- Results filedSep 4, 2025
Insider trades
Open-market buys and sells, last 90 days Bought$00 insiders
Sold$133K1 insider, 0 pre-planned
| Insider | Trade | Shares | Avg price | Value | Owns after | Date |
|---|
Thomas F DebruineChief Operating Officer | Sell | 2K | $85.00 | $133K | 8K | |
- -15.8% of their holdings
- Not a pre-planned sale
- Filed 1 day after
|
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.
Latest filings
Straight from SEC EDGAR
Stock awardPatrick W AllenderDirector
287 shares at $85.35 · $24K
- +0% of holdings
- Now owns 104,099 shares
- Held Deferred Compensation
- Filed 4 days after trade
SoldThomas F DebruineChief Operating Officer
1,569 shares at $85.00 · $133K
- -16% of holdings
- Now owns 8,381 shares
- Not a pre-planned sale
- Filed 1 day after trade
Stock awardDavid John BarkerGroup President
5,869 shares
- Now owns 5,869 shares
- Filed 3 days after trade
Stock awardThomas F DebruineChief Operating Officer
3,815 shares
- +51% of holdings
- Now owns 11,338 shares
- Filed 3 days after trade
- Also: Shares withheld for taxes
Stock awardOlivier BojarskiGroup President
5,869 shares
- +14% of holdings
- Now owns 48,009 shares
- Filed 3 days after trade
- Also: Shares withheld for taxes
Stock awardAndrew GormanGeneral Counsel&Corp Secretary
2,935 shares
- +16% of holdings
- Now owns 20,998 shares
- Filed 3 days after trade
- Also: Shares withheld for taxes