BRC Brady Corporation Common Stock
NYSE · Commercial Services & Supplies · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Sep 3, 2026BRC Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
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| Ex-date | Split | Type |
|---|---|---|
| Jan. 3, 2005 | 2-for-1 | Forward |
| Dec. 18, 1995 | 3-for-1 | Forward |
| Nov. 3, 1986 | 2-for-1 | Forward |
About Brady Corporation Common Stock Company overview from Wikipedia
Brady Corporation is an American developer and manufacturer of specialty products, technical equipment, and services for identifying components used in workplaces. Headquartered in Milwaukee, Wisconsin, Brady employs 6,600 people in North and South America, Europe, Asia, and Australia and serves customers and markets globally.
Brady Corporation was founded as W.H. Brady Co. in Eau Claire, Wisconsin, in 1914, by William Henry Brady (1879–1953). In 1984, the company went public and began trading on the NASDAQ market. In 1998, W.H. Brady Co. became Brady Corporation and in 1999, the company began trading on the New York Stock Exchange under the ticker symbol BRC. Brady has more than 1 million customers with fiscal net sales for 2013/14 of US$1.225 billion.
Products
The company's main product lines are in safety identification, regulatory compliance, brand protection, laboratory identification and specimen tracking, visitor access, voice and data communications and precision die-cut components. They include do-it-yourself printing systems, labeling materials, signs and software, and lockout/tagout, spill control and regulatory compliance devices. Brady sells through distribution channels and e-commerce websites.
Brady markers identified every pipe in the Manhattan Project's weapons plant in the 1940s. Brady Contract Services was used on North Slope during construction of the Alaska gas pipeline. Brady SPC sorbent products helped clean up the Deepwater Horizon oil spill.
Brady has supplied helmet logos for a number of NFL teams including the Green Bay Packers.
History
Brady's first products were promotional calendars, painted signs and point-of-purchase displays. The company survived the Great Depression by producing push cards: small paperboard cards with rows of perforated circles concealing numbers. During World War II, Brady developed the wire marker card – numbered cloth strips on an adhesive card.
In the 1950s and 1960s, Brady moved to Milwaukee. The company developed proprietary machines that could laminate, die cut, print and cut to length in a single operation.
Having sold their products through distribution and mail order since 1947, the company in the 1970s established subsidiaries in England, Belgium, Germany, France and Australia. By 1980, international subsidiaries accounted for 20 percent of sales.
In 1981, Brady acquired Seton Identification Products, a direct marketing business that sold nearly identical products. Seton's catalog mailings rose from 1 million in 1981 to 8 million in 1988 and 1985. Subsidiaries were established in England, Canada and Germany by 1988.
In the 1990s, the company introduced printing systems that enabled customers to print their own safety signs, labels and identification products on-site.
In the 2000s, more than 35 acquisitions led to a tripling in size between 2003 and 2010.
In 2010, Brady became a Smartway Transport partner in the U.S., while in 2009 it opened a facility in Egelsbach, Germany, that uses a geothermic heating and cooling system. It says it uses Design for Environment principles to design eco-friendly products, including halogen-free flame-retardant labels and ribbons.
In 2012, Brady issued its first annual sustainability report. The company says its operations focus on reducing waste, conserving energy, using natural resources responsibly and promoting employee safety.
In its communities, it operates through philanthropy and employee engagement. Charitable giving through the Brady Corporation Foundation and Brady Corporation has surpassed US$1 million. Recent projects include a third China Hope School in Sichuan Province; "Brady Corporation, Jr.," an interactive exhibit that teaches preschoolers about manufacturing at the Betty Brinn Children's Museum in Milwaukee; and funding college educations through I Have a Dream for a class of students at Clarke Street Elementary School.
Effective August 3, 2026 Brady Corporation acquired Honeywell's Productivity Solutions and Services business for $1.4 billion.
International expansion
1947: Brady began selling its products internationally, to South Africa.
1950s: First European sales office in U.K., and operations in Canada.
1960s and 1970s: Expansion throughout Europe with operations in Belgium, Germany, France and Sweden.
1980s: Entered Asia, Australia, Hong Kong, Japan and Singapore.
1990s: Began operating in Mexico, Italy, and Brazil with further expansion in Asia to China, Malaysia, Philippines, South Korea, and Taiwan.
2000s (decade): Continued expansion in Asia, Thailand and India as well as expansion into Slovakia in Eastern Europe; Turkey in the Middle East and the United Arab Emirates.
Brady brands
As a result of acquisitions, Brady products are traded under a variety of names and brands, including Code Corporation, Nordic ID, Magicard, IDenticard, Seton, Electromark, PDC, Emedco, Scafftag, Clement Communications, ID Warehouse, Securimed, Signals, Precision Dynamics Corporation, Accidental Health & Safety, Safety Signs & Service, Trafalgar Australia, Carroll, SPC, and Transposafe.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Not enough fundamentals data to compute this ratio group yet.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | BRC | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 51.7%5Y avg ≈50.2% | ≈50.2% | · | · | |
| Operating Margin (TTM) | 15.9%5Y avg ≈16.3% | ≈16.3% | 12.5% | Top tier | |
| EBITDA Margin (TTM) | 18.6%5Y avg ≈18.8% | ≈18.8% | 16.1% | Top tier | |
| Pretax Margin (TTM) | 15.6%5Y avg ≈16.3% | ≈16.3% | 10.0% | Top tier | |
| Net Profit Margin (TTM) | 12.4%5Y avg ≈12.8% | ≈12.8% | 6.9% | Top tier | |
| ROA | 11.5%5Y avg ≈12.1% | ≈12.1% | 7.2% | Top tier | |
| ROE | 15.4%5Y avg ≈16.9% | ≈16.9% | 14.6% | In line | |
| ROIC | 15.4%5Y avg ≈16.7% | ≈16.7% | 13.9% | In line |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | BRC | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Current Ratio (MRQ) | 1.95Y avg ≈2.0 | ≈2.0 | 1.6 | Strong liquidity | |
| Quick Ratio | 1.35Y avg ≈1.3 | ≈1.3 | 1.0 | Strong liquidity | |
| Interest Coverage | 27.25Y avg ≈74.0 | ≈74.0 | 1.9 | Strong liquidity |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | BRC | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 9.8%5Y avg ≈7.9% | ≈7.9% | · | · | |
| Revenue CAGR 3Y | 7.6%5Y avg ≈6.4% | ≈6.4% | · | · | |
| Revenue CAGR 5Y | 7.7% | · | · | · | |
| Net Income YoY | 8.5%5Y avg ≈9.9% | ≈9.9% | · | · | |
| Net Income CAGR 3Y | 5.5%5Y avg ≈11.1% | ≈11.1% | · | · | |
| Net Income CAGR 5Y | 9.6% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | BRC | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.95Y avg ≈0.9 | ≈0.9 | 1.0 | Weak | |
| Inventory Turnover | 3.85Y avg ≈4.0 | ≈4.0 | 9.1 | Weak | |
| Receivables Turnover | 6.75Y avg ≈7.2 | ≈7.2 | 9.5 | Weak | |
| Revenue / Employee | ≈$262.7K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Jul 10, 2026 | $0.25 | USD | ≈1.1% |
| Apr 9, 2026 | $0.25 | USD | ≈1.2% |
| Jan 9, 2026 | $0.25 | USD | ≈1.2% |
| Oct 10, 2025 | $0.25 | USD | ≈1.3% |
| Jul 10, 2025 | $0.24 | USD | ≈1.4% |
| Apr 9, 2025 | $0.24 | USD | ≈1.4% |
| Jan 10, 2025 | $0.24 | USD | ≈1.3% |
| Oct 10, 2024 | $0.24 | USD | ≈1.3% |
| Jul 10, 2024 | $0.24 | USD | ≈1.5% |
| Apr 8, 2024 | $0.24 | USD | ≈1.6% |
| Jan 9, 2024 | $0.24 | USD | ≈1.5% |
| Oct 6, 2023 | $0.24 | USD | ≈1.7% |
| Jul 7, 2023 | $0.23 | USD | ≈2.0% |
| Apr 6, 2023 | $0.23 | USD | ≈1.8% |
| Jan 9, 2023 | $0.23 | USD | ≈1.9% |
| Oct 6, 2022 | $0.23 | USD | ≈2.1% |
| Jul 7, 2022 | $0.23 | USD | ≈1.9% |
| Apr 7, 2022 | $0.23 | USD | ≈2.0% |
| Jan 7, 2022 | $0.23 | USD | ≈1.7% |
| Oct 7, 2021 | $0.23 | USD | ≈1.7% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| Dec. 31, 2026 | Sep 3, 2026 | $1.48 | $1.48 | 0.02% |
| Sept. 30, 2026 | May 18, 2026 | $1.48 | $1.48 | 0.02% |
| June 30, 2026 | $1.50 | $1.36 | 10.4% | |
| March 31, 2026 | May 14, 2026 | $1.09 | $1.10 | -0.99% |
| Dec. 31, 2025 | $1.21 | $1.19 | 1.5% | |
| Sept. 30, 2025 | $1.26 | $1.25 | 1.0% | |
| June 30, 2025 | $1.22 | $1.23 | -0.59% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.66B | $1.51B | $1.34B | $1.33B | $1.30B | $1.14B | $1.08B | $1.16B | $1.17B | $1.11B | $1.12B | $1.17B | |
| Cost of Revenue | $802M | $753M | $654M | $675M | $671M | $583M | $553M | $582M | $586M | $555M | $562M | $613M | |
| Gross Profit | $860M | $761M | $688M | $657M | $632M | $561M | $529M | $579M | $588M | $558M | $559M | $558M | |
| R&D Expense | $94M | $80M | $68M | $61M | $59M | $45M | $41M | $45M | $45M | $40M | $36M | $37M | |
| SG&A Expense | $502M | $444M | $377M | $371M | $380M | $350M | $336M | $371M | $390M | $388M | $405M | $423M | |
| Operating Expenses | $596M | $524M | $444M | $432M | $439M | $394M | $391M | $416M | $436M | $427M | $441M | $523M | |
| Operating Income | $263M | $237M | $243M | $225M | $193M | $167M | $138M | $162M | $153M | $131M | $118M | $35M | |
| Interest Expense | $10M | $5M | $3M | $4M | $1M | $437.0K | $2M | $3M | $3M | $6M | $8M | $11M | |
| Other Non-op | $6M | $5M | $8M | $4M | $244.0K | $4M | $5M | $5M | · | · | · | · | |
| Pretax Income | $259M | $237M | $248M | $226M | $192M | $171M | $141M | $165M | $152M | $127M | $109M | $25M | |
| Income Tax | $54M | $48M | $51M | $51M | $42M | $36M | $28M | $33M | $61M | $31M | $29M | $20M | |
| Net Income | $205M | $189M | $197M | $175M | $150M | $130M | $112M | $131M | $91M | $96M | $80M | $3M | |
| Shares (Basic) | 47,285,000 | 47,641,000 | 48,119,000 | 49,591,000 | 51,321,000 | 52,039,000 | 52,763,000 | 52,596,000 | 51,677,000 | 51,056,000 | 50,541,000 | 51,285,000 | |
| Shares (Diluted) | 47,750,000 | 48,092,000 | 48,496,000 | 49,869,000 | 51,651,000 | 52,409,000 | 53,231,000 | 53,323,000 | 52,524,000 | 51,956,000 | 50,769,000 | 51,383,000 | |
| EBITDA | $308M | $277M | $273M | $258M | $227M | $193M | $161M | $186M | $178M | $158M | $150M | $75M |
Balance Sheet
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $187M | $174M | $250M | $152M | $114M | $147M | $218M | $279M | $181M | $134M | $141M | $114M | |
| Receivables | $261M | $232M | $185M | $184M | $183M | $171M | $146M | $158M | $161M | $150M | $147M | $157M | |
| Inventory | $225M | $201M | $153M | $177M | $190M | $136M | $136M | $120M | $113M | $107M | $99M | $105M | |
| Prepaid Expense | $15M | $15M | $11M | $12M | $11M | $11M | $10M | $16M | $16M | $17M | $19M | $20M | |
| Current Assets | $689M | $622M | $600M | $525M | $498M | $465M | $509M | $573M | $471M | $408M | $407M | $396M | |
| PP&E (Net) | $254M | $226M | $196M | $142M | $140M | $122M | $115M | $110M | $98M | $98M | $102M | $111M | |
| PP&E (Gross) | $582M | $539M | $500M | $435M | $412M | $399M | $391M | $384M | $379M | $371M | $361M | $372M | |
| Accum. Depreciation | $328M | $314M | $304M | $293M | $272M | $277M | $276M | $274M | $281M | $273M | $258M | $261M | |
| Goodwill | $686M | $677M | $590M | $593M | $587M | $614M | $416M | $411M | $420M | $438M | $430M | $433M | |
| Intangibles | $98M | $105M | $52M | $62M | $74M | $92M | $22M | $36M | $43M | $53M | $60M | $69M | |
| Other Non-current Assets | $36M | $25M | $25M | $22M | $22M | $26M | $29M | $20M | $18M | $18M | $17M | $19M | |
| Total Assets | $1.85B | $1.73B | $1.52B | $1.39B | $1.37B | $1.38B | $1.14B | $1.16B | $1.06B | $1.05B | $1.04B | $1.06B | |
| Accounts Payable | $109M | $105M | $85M | $80M | $81M | $82M | $63M | $65M | $67M | $67M | $62M | $73M | |
| Short-term Debt | · | · | · | · | · | · | · | · | $0 | $3M | $5M | $10M | |
| Current Liabilities | $356M | $330M | $265M | $258M | $255M | $258M | $186M | $242M | $191M | $187M | $167M | $209M | |
| Capital Leases | $52M | $44M | $25M | $16M | $19M | $28M | $32M | $0 | · | · | · | · | |
| Other Non-current Liabilities | $72M | $68M | $68M | $74M | $87M | $91M | $62M | $65M | $61M | $58M | $62M | $65M | |
| Total Liabilities | $494M | $542M | $449M | $398M | $456M | $415M | $279M | $307M | $305M | $350M | $440M | $475M | |
| Long-term Debt | $15M | $100M | $91M | · | · | · | · | $50M | $53M | · | · | · | |
| Total Debt | · | · | · | · | · | · | $0 | $50M | $53M | $108M | $217M | $211M | |
| Common Stock | $548.0K | $548.0K | $548.0K | $548.0K | $548.0K | $548.0K | $548.0K | $548.0K | $548.0K | $548.0K | $548.0K | $548.0K | |
| Retained Earnings | $1.48B | $1.32B | $1.17B | $1.02B | $892M | $788M | $704M | $638M | $553M | $507M | $453M | $414M | |
| Treasury Stock | $420M | $393M | $352M | $290M | $218M | $109M | $107M | $46M | $71M | $85M | $109M | $93M | |
| AOCI | $-75M | $-92M | $-110M | $-93M | $-109M | $-56M | $-66M | $-71M | $-56M | $-45M | $-55M | $-45M | |
| Stockholders' Equity | $1.36B | $1.19B | $1.07B | $991M | $911M | $963M | $752M | $700M | $700M | $700M | $604M | $588M | |
| Liabilities + Equity | $1.85B | $1.73B | $1.52B | $1.39B | $1.37B | $1.38B | $1.14B | $1.16B | $1.06B | $1.05B | $1.04B | $1.06B |
Cash Flow
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $45M | $41M | $30M | $32M | $34M | $25M | $23M | $24M | $25M | $27M | $32M | $39M | |
| Stock-based Comp | $23M | $12M | $7M | $8M | $11M | $10M | $9M | $12M | $10M | $9M | $8M | $4M | |
| Deferred Tax | $2M | $-8M | $-9M | $-12M | $-2M | $-9M | $-1M | $8M | $31M | $-9M | $3M | $-7M | |
| Amort. of Intangibles | $21M | $19M | $9M | $12M | $15M | $7M | $5M | $6M | $6M | $7M | $9M | $12M | |
| Restructuring | · | · | · | · | · | · | · | · | · | $0 | $0 | $17M | |
| Other Non-cash | $-31M | $-53M | $30M | $7M | $-75M | $49M | $-3M | $-13M | $-14M | $21M | $15M | $54M | |
| Operating Cash Flow | $244M | $181M | $255M | $209M | $118M | $206M | $141M | $162M | $143M | $144M | $139M | $93M | |
| CapEx | $51M | $28M | $80M | $19M | $43M | $27M | $27M | $33M | $22M | $15M | $17M | $27M | |
| Investing Cash Flow | $-59M | $-171M | $-81M | $-11M | $-43M | $-269M | $-36M | $-34M | $-3M | $-15M | $-15M | $-14M | |
| Stock Issued | · | · | · | · | · | · | $6M | $26M | $13M | $20M | $5M | $2M | |
| Stock Repurchased | $42M | $51M | $72M | $75M | $109M | $4M | $65M | $3M | $1M | $0 | $24M | $0 | |
| Net Stock Activity | $-42M | $-51M | $-72M | $-75M | $-109M | $-4M | $-59M | $20M | $11M | $20M | $-18M | $2M | |
| Dividends Paid | $46M | $46M | $45M | $45M | $46M | $46M | $46M | $45M | $43M | $42M | $41M | $41M | |
| Financing Cash Flow | $-177M | $-84M | $-71M | $-164M | $-102M | $-12M | $-164M | $-28M | $-91M | $-136M | $-100M | $-32M | |
| Net Change in Cash | $13M | $-76M | $99M | $37M | $-33M | $-70M | $-61M | $98M | $47M | $-7M | $27M | $33M | |
| Taxes Paid | $53M | $71M | $62M | $59M | $34M | $47M | $30M | $24M | $33M | $32M | $28M | $25M | |
| Free Cash Flow | $193M | $154M | $175M | $190M | $75M | $178M | $114M | $129M | $121M | $129M | $122M | $67M | |
| Levered FCF | $185M | $150M | $173M | $187M | $74M | $178M | $112M | $127M | $119M | $125M | $116M | $64M |
Profitability
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 51.7% | 50.3% | 51.3% | 49.4% | 48.5% | 49.0% | 48.9% | 49.9% | 50.1% | 50.1% | 49.9% | 47.7% | |
| Operating Margin | 15.9% | 15.6% | 18.1% | 16.9% | 14.8% | 14.6% | 12.8% | 14.0% | 13.0% | 11.8% | 10.5% | 3.0% | |
| Net Margin | 12.4% | 12.5% | 14.7% | 13.1% | 11.5% | 11.3% | 10.4% | 11.3% | 7.8% | 8.6% | 7.1% | 0.25% | |
| Pretax Margin | 15.6% | 15.7% | 18.5% | 17.0% | 14.7% | 14.9% | 13.0% | 14.2% | 13.0% | 11.4% | 9.8% | 2.1% | |
| EBITDA Margin | 18.6% | 18.3% | 20.4% | 19.3% | 17.4% | 16.8% | 14.9% | 16.1% | 15.2% | 14.2% | 13.4% | 6.4% | |
| ROA | 11.5% | 11.7% | 13.6% | 12.7% | 10.9% | 10.3% | 9.8% | 11.9% | 8.6% | 9.1% | 7.6% | 0.26% | |
| ROE | 15.4% | 16.4% | 18.9% | 17.6% | 16.4% | 13.5% | 13.4% | 15.7% | 12.2% | 14.7% | 13.5% | 0.45% | |
| ROIC | 15.4% | 15.8% | 18.2% | 17.6% | 16.6% | 13.7% | 12.8% | 14.4% | 11.4% | 12.2% | 10.5% | 0.87% |
Liquidity & Solvency
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.9 | 1.9 | 2.3 | 2.0 | 2.0 | 1.8 | 2.7 | 2.4 | 2.5 | 2.2 | 2.4 | 2.0 | |
| Quick Ratio | 1.3 | 1.2 | 1.6 | 1.3 | 1.2 | 1.2 | 2.0 | 1.8 | 1.8 | 1.5 | 1.7 | 1.3 | |
| Debt / Equity | · | · | · | · | · | · | 0.0 | 0.1 | 0.1 | 0.2 | 0.4 | 0.4 | |
| LT Debt / Equity | · | · | · | · | · | · | · | 0.0 | 0.1 | 0.1 | 0.4 | 0.3 | |
| Interest Coverage | 27.2 | 49.9 | 77.9 | 63.6 | 151.3 | 382.4 | 63.7 | 57.4 | 48.2 | 23.8 | 15.1 | 3.2 |
Efficiency
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.9 | 0.9 | 0.9 | 1.0 | 0.9 | 0.9 | 0.9 | 1.0 | 1.1 | 1.1 | 1.1 | 1.0 | |
| Inventory Turnover | 3.8 | 4.3 | 4.0 | 3.7 | 4.1 | 4.3 | 4.3 | 5.0 | 5.3 | 5.4 | 5.5 | 5.6 | |
| Receivables Turnover | 6.7 | 7.3 | 7.3 | 7.2 | 7.4 | 7.2 | 7.1 | 7.3 | 7.6 | 7.5 | 7.4 | 7.0 |
Per Share
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $34.80 | $31.47 | $27.66 | $26.71 | $25.21 | $21.84 | $20.31 | $21.77 | $22.35 | $21.43 | $22.07 | $22.80 | |
| Cash Flow / Share | $5.11 | $3.77 | $5.26 | $4.19 | $2.29 | $3.92 | $2.65 | $3.04 | $2.72 | $2.77 | $2.74 | $1.82 |
Growth Rates
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 9.8% | 12.8% | 0.72% | 2.3% | 13.8% | 5.9% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 7.6% | 5.1% | 5.4% | 7.2% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 7.7% | 7.0% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 8.5% | -4.0% | 12.8% | 16.6% | 15.7% | 15.4% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 5.5% | 8.1% | 15.0% | 15.9% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 9.6% | 11.0% | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 0.17% | -0.09% | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.66B | $1.51B | $1.34B | $1.33B | $1.30B | $1.14B | $1.08B | $1.16B | $1.17B | $1.11B | $1.12B | $1.17B | |
| Net Income TTM | $205M | $189M | $197M | $175M | $150M | $130M | $112M | $131M | $91M | $96M | $80M | $3M | |
| Payout Ratio | 22.5% | 24.1% | 22.9% | 26.0% | 30.6% | 35.3% | 40.7% | 34.1% | 47.1% | 43.8% | 50.9% | 1371.8% | |
| Annual Payout | $46M | $46M | $45M | $45M | $46M | $46M | $46M | $45M | $43M | $42M | $41M | $41M |
Income Statement
| Metric | Trend | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $437M | $435M | $384M | $405M | $397M | $383M | $357M | $377M | $343M | $343M | $323M | $332M | $346M | $337M | $326M | $323M | |
| Cost of Revenue | $206M | $210M | $190M | $196M | $197M | $188M | $181M | $187M | $166M | $166M | $161M | $160M | $170M | $167M | $170M | $167M | |
| Gross Profit | $231M | $225M | $194M | $209M | $200M | $195M | $176M | $190M | $177M | $177M | $162M | $172M | $176M | $170M | $156M | $155M | |
| R&D Expense | $23M | $24M | $24M | $23M | $23M | $19M | $19M | $19M | $18M | $18M | $17M | $16M | $16M | $16M | $15M | $14M | |
| SG&A Expense | $148M | $129M | $108M | $118M | $118M | $109M | $106M | $112M | $93M | $96M | $91M | $96M | $97M | $91M | $92M | $90M | |
| Operating Expenses | $171M | $152M | $132M | $141M | $141M | $128M | $125M | $131M | $111M | $113M | $108M | $112M | $114M | $107M | $108M | $104M | |
| Operating Income | $60M | $73M | $62M | $68M | $59M | $67M | $51M | $59M | $66M | $64M | $54M | $60M | $62M | $63M | $49M | $51M | |
| Interest Expense | $6M | $1M | $990.0K | $1M | $1M | $936.0K | $1M | $1M | $842.0K | $728.0K | $790.0K | $766.0K | $653.0K | $753.0K | $1M | $894.0K | |
| Other Non-op | $2M | $1M | $805.0K | $2M | $2M | $-509.0K | $2M | $1M | $3M | $2M | $3M | $438.0K | $2M | $785.0K | $968.0K | $-157.0K | |
| Pretax Income | $56M | $73M | $62M | $68M | $61M | $66M | $52M | $59M | $68M | $64M | $56M | $59M | $64M | $63M | $49M | $50M | |
| Income Tax | $10M | $16M | $14M | $15M | $11M | $13M | $12M | $12M | $13M | $14M | $12M | $12M | $14M | $15M | $11M | $11M | |
| Net Income | $46M | $58M | $48M | $54M | $50M | $52M | $40M | $47M | $55M | $51M | $44M | $47M | $49M | $48M | $38M | $39M | |
| Shares (Basic) | · | 47,357,000 | 47,310,000 | 47,273,000 | · | 47,644,000 | 47,851,000 | 47,732,000 | · | 48,004,000 | 48,374,000 | 48,505,000 | · | 49,653,000 | 49,745,000 | 49,868,000 | |
| Shares (Diluted) | · | 47,814,000 | 47,738,000 | 47,731,000 | · | 48,066,000 | 48,306,000 | 48,217,000 | · | 48,386,000 | 48,725,000 | 48,811,000 | · | 50,001,000 | 50,009,000 | 50,090,000 | |
| EBITDA | · | $85M | $73M | $79M | · | $67M | $51M | $69M | · | $64M | $54M | $67M | · | $63M | $49M | $60M |
Balance Sheet
| Metric | Trend | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $187M | $175M | $176M | $183M | $174M | $152M | $138M | $146M | $250M | $160M | $144M | $175M | · | $135M | $108M | $114M | |
| Receivables | $261M | $266M | $243M | $249M | $232M | $224M | $202M | $218M | $185M | $195M | $186M | $180M | · | $185M | $187M | $180M | |
| Inventory | $225M | $220M | $226M | $216M | $201M | $190M | $182M | $179M | $153M | $153M | $165M | $167M | · | $183M | $195M | $196M | |
| Prepaid Expense | $15M | $17M | $17M | $16M | $15M | $15M | $14M | $13M | $11M | $12M | $12M | $13M | · | $14M | $14M | $13M | |
| Current Assets | $689M | $679M | $662M | $662M | $622M | $582M | $536M | $556M | $600M | $521M | $507M | $535M | · | $517M | $504M | $503M | |
| PP&E (Net) | $254M | $244M | $244M | $233M | $226M | $219M | $199M | $201M | $196M | $195M | $191M | $144M | · | $140M | $141M | $136M | |
| PP&E (Gross) | $582M | · | · | · | $539M | · | · | · | $500M | · | · | · | · | · | · | · | |
| Accum. Depreciation | $328M | $323M | $325M | $316M | $314M | $309M | $307M | $308M | $304M | $302M | $300M | $294M | · | $287M | $284M | $274M | |
| Goodwill | $686M | $689M | $697M | $682M | $677M | $683M | $661M | $672M | $590M | $588M | $591M | $584M | $593M | $591M | $591M | $579M | |
| Intangibles | $98M | $103M | $110M | $115M | $105M | $112M | $108M | $116M | $52M | $54M | $57M | $59M | · | $65M | $68M | $69M | |
| Other Non-current Assets | $36M | $37M | $27M | $24M | $25M | $24M | $25M | $23M | $25M | $24M | $23M | $20M | · | $22M | $22M | $20M | |
| Total Assets | $1.85B | $1.83B | $1.83B | $1.79B | $1.73B | $1.70B | $1.59B | $1.63B | $1.52B | $1.42B | $1.41B | $1.38B | $1.39B | $1.38B | $1.37B | $1.35B | |
| Accounts Payable | $109M | $108M | $100M | $104M | $105M | $100M | $91M | $98M | $85M | $80M | $80M | $80M | · | $75M | $76M | $80M | |
| Current Liabilities | $356M | $338M | $311M | $321M | $330M | $312M | $282M | $301M | $265M | $253M | $237M | $252M | · | $236M | $230M | $244M | |
| Capital Leases | $52M | $45M | $49M | $44M | $44M | $44M | $28M | $29M | $25M | $16M | $13M | $14M | · | $15M | $18M | $16M | |
| Other Non-current Liabilities | $72M | $78M | $74M | $69M | $68M | $72M | $71M | $72M | $68M | $70M | $71M | $70M | · | $80M | $80M | $81M | |
| Total Liabilities | $494M | $488M | $512M | $550M | $542M | $531M | $468M | $519M | $449M | $402M | $369M | $388M | · | $382M | $405M | $439M | |
| Long-term Debt | $15M | $27M | $79M | $116M | $100M | · | · | · | $91M | · | · | · | · | · | · | · | |
| Common Stock | $548.0K | · | · | · | $548.0K | · | · | · | $548.0K | · | · | · | · | · | · | · | |
| Retained Earnings | $1.48B | $1.44B | $1.40B | $1.36B | $1.32B | $1.28B | $1.24B | $1.21B | $1.17B | $1.13B | $1.09B | $1.06B | · | $984M | $947M | $920M | |
| Treasury Stock | $420M | $394M | $390M | $389M | $393M | $376M | $343M | $344M | $352M | $356M | $306M | $300M | · | $245M | $233M | $229M | |
| AOCI | $-75M | $-69M | $-56M | $-87M | $-92M | $-94M | $-132M | $-112M | $-110M | $-106M | $-100M | $-115M | · | $-95M | $-95M | $-127M | |
| Stockholders' Equity | $1.36B | $1.34B | $1.31B | $1.24B | $1.19B | $1.17B | $1.12B | $1.11B | $1.07B | $1.02B | $1.04B | $995M | · | $995M | $967M | $912M | |
| Liabilities + Equity | $1.85B | $1.83B | $1.83B | $1.79B | $1.73B | $1.70B | $1.59B | $1.63B | $1.52B | $1.42B | $1.41B | $1.38B | · | $1.38B | $1.37B | $1.35B |
Cash Flow
| Metric | Trend | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $11M | $11M | $11M | $11M | $10M | $10M | $10M | $10M | $7M | $7M | $8M | $7M | $8M | $7M | $8M | $9M | |
| Stock-based Comp | $11M | $2M | $3M | $7M | $2M | $2M | $2M | $6M | $939.0K | $1M | $1M | $4M | $1M | $2M | $1M | $3M | |
| Deferred Tax | $-7M | $2M | $4M | $4M | $-2M | $-3M | $-2M | $-903.0K | $-2M | $-3M | $-1M | $-2M | $-7M | $-713.0K | $-4M | $-2M | |
| Amort. of Intangibles | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $4M | |
| Other Non-cash | · | · | · | $-42M | · | · | · | $-38M | · | · | · | $6M | · | · | · | $-21M | |
| Operating Cash Flow | $79M | $78M | $53M | $33M | $58M | $60M | $40M | $23M | $84M | $73M | $36M | $62M | $79M | $72M | $29M | $28M | |
| CapEx | $18M | $11M | $11M | $11M | $9M | $4M | $7M | $7M | $11M | $8M | $50M | $11M | $6M | $5M | $4M | $4M | |
| Investing Cash Flow | $-15M | $-2M | $-13M | $-28M | $-6M | $-13M | $-4M | $-148M | $-11M | $-9M | $-50M | $-11M | $-6M | $3M | $-4M | $-4M | |
| Stock Repurchased | $28M | $5M | $5M | $4M | $18M | $33M | $0 | $0 | $0 | $50M | $8M | $14M | $45M | $12M | $6M | $12M | |
| Net Stock Activity | · | · | · | $-4M | · | · | · | $0 | · | · | · | $-14M | · | · | · | $-12M | |
| Dividends Paid | $11M | $12M | $12M | $12M | $11M | $11M | $11M | $11M | $11M | $11M | $11M | $11M | $11M | $11M | $11M | $11M | |
| Financing Cash Flow | $-52M | $-78M | $-51M | $3M | $-32M | $-30M | $-41M | $18M | $18M | $-46M | $-21M | $-21M | $-58M | $-49M | $-37M | $-21M | |
| Net Change in Cash | $12M | $-1M | $-6M | $8M | $22M | $14M | $-7M | $-104M | $90M | $17M | $-31M | $24M | $16M | $27M | $-6M | $402.0K | |
| Free Cash Flow | · | · | · | $22M | · | · | · | $16M | · | · | · | $51M | · | · | · | $24M | |
| Levered FCF | · | · | · | $21M | · | · | · | $15M | · | · | · | $50M | · | · | · | $23M |
Profitability
| Metric | Trend | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | · | 51.8% | 50.6% | 51.5% | · | 51.0% | 49.3% | 50.3% | · | 51.5% | 50.2% | 51.7% | · | 50.3% | 47.9% | 48.1% | |
| Operating Margin | · | 16.8% | 16.2% | 16.8% | · | 17.6% | 14.4% | 15.6% | · | 18.5% | 16.7% | 18.0% | · | 18.7% | 14.9% | 15.9% | |
| Net Margin | · | 13.3% | 12.5% | 13.3% | · | 13.7% | 11.3% | 12.4% | · | 14.8% | 13.5% | 14.2% | · | 14.2% | 11.6% | 12.2% | |
| Pretax Margin | · | 16.9% | 16.1% | 16.9% | · | 17.2% | 14.6% | 15.6% | · | 18.8% | 17.3% | 17.9% | · | 18.7% | 14.9% | 15.6% | |
| EBITDA Margin | · | 19.4% | 19.1% | 19.5% | · | 17.6% | 14.4% | 18.3% | · | 18.5% | 16.7% | 20.2% | · | 18.7% | 14.9% | 18.6% | |
| ROA | · | 3.3% | 2.8% | 3.1% | · | 3.4% | 2.7% | 3.1% | · | 3.6% | 3.1% | 3.5% | · | 3.5% | 2.8% | 2.9% | |
| ROE | · | 4.6% | 4.0% | 4.6% | · | 4.8% | 3.7% | 4.5% | · | 5.1% | 4.3% | 5.0% | · | 5.0% | 3.9% | 4.2% | |
| ROIC | · | 4.3% | 3.7% | 4.3% | · | 4.6% | 3.5% | 4.2% | · | 4.9% | 4.1% | 4.8% | · | 4.8% | 4.0% | 4.4% |
Liquidity & Solvency
| Metric | Trend | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | 2.0 | 2.1 | 2.1 | · | 1.9 | 1.9 | 1.8 | · | 2.1 | 2.1 | 2.1 | · | 2.2 | 2.2 | 2.1 | |
| Quick Ratio | · | 1.3 | 1.3 | 1.3 | · | 1.2 | 1.2 | 1.2 | · | 1.4 | 1.4 | 1.4 | · | 1.4 | 1.3 | 1.2 | |
| Interest Coverage | · | 57.7 | 62.8 | 56.3 | · | 71.8 | 39.1 | 43.5 | · | 87.3 | 68.3 | 78.0 | · | 83.7 | 39.4 | 57.5 |
Efficiency
| Metric | Trend | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.3 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | |
| Inventory Turnover | · | 1.0 | 0.9 | 1.0 | · | 1.1 | 1.0 | 1.1 | · | 1.0 | 0.9 | 0.9 | · | 0.9 | 0.9 | 1.0 | |
| Receivables Turnover | · | 1.8 | 1.7 | 1.7 | · | 1.8 | 1.8 | 1.9 | · | 1.8 | 1.7 | 1.8 | · | 1.8 | 1.8 | 1.8 |
Per Share
| Metric | Trend | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | · | $9.10 | $8.05 | $8.49 | · | $7.96 | $7.38 | $7.82 | · | $7.10 | $6.62 | $6.80 | · | $6.74 | $6.52 | $6.44 | |
| Cash Flow / Share | · | · | · | $0.70 | · | · | · | $0.49 | · | · | · | $1.28 | · | · | · | $0.56 |
Valuation (TTM)
| Metric | Trend | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | · | $1.62B | $1.57B | $1.54B | · | $1.46B | $1.42B | $1.39B | · | $1.34B | $1.34B | $1.34B | · | · | · | · | |
| Net Income TTM | · | $210M | $204M | $196M | · | $195M | $193M | $197M | · | $191M | $188M | $183M | · | $167M | $159M | $154M | |
| Payout Ratio | · | · | · | 21.4% | · | · | · | 24.4% | · | · | · | 24.0% | · | · | · | 28.8% | |
| Annual Payout | · | $46M | $46M | $46M | · | $45M | $45M | $45M | · | $45M | $45M | $45M | · | · | · | · |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2026-07-31 | 2025-07-31 | 2024-07-31 | 2023-07-31 | 2022-07-31 |
|---|---|---|---|---|---|
| Revenue | $1.66B | $1.51B | $1.34B | $1.33B | $1.30B |
| Gross Margin % | 51.7% | 50.3% | 51.3% | 49.4% | 48.5% |
| Operating Margin % | 15.9% | 15.6% | 18.1% | 16.9% | 14.8% |
| Net Income | $205M | $189M | $197M | $175M | $150M |
| Metric | 2026-07-31 | 2025-07-31 | 2024-07-31 | 2023-07-31 | 2022-07-31 |
|---|---|---|---|---|---|
| Current Ratio | 1.9 | 1.9 | 2.3 | 2.0 | 2.0 |
| Quick Ratio | 1.3 | 1.2 | 1.6 | 1.3 | 1.2 |
| Metric | 2026-07-31 | 2025-07-31 | 2024-07-31 | 2023-07-31 | 2022-07-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $193M | $154M | $175M | $190M | $75M |
Institutional owners (13F) 358 filers · $3.6B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 59 (0 vs prior Q) | 33 (0 vs prior Q) | 111 (-9 vs prior Q) | 116 (+22 vs prior Q) | -426K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| FMR LLC | $597,240,054 | 6,522,224 | 16.41% | Shares |
| BlackRock, Inc. | $386,983,740 | 4,226,097 | 10.63% | Shares |
| VANGUARD GROUP INC | $379,284,311 | 4,839,662 | 10.42% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $234,551,427 | 2,561,444 | 6.44% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $170,072,320 | 1,857,293 | 4.67% | Shares |
| NEUBERGER BERMAN GROUP LLC | $164,975,744 | 1,801,635 | 4.53% | Shares |
| STATE STREET CORP | $153,848,071 | 1,680,245 | 4.23% | Shares |
| FIRST TRUST ADVISORS LP | $146,714,073 | 1,602,207 | 4.03% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $141,811,062 | 1,548,727 | 3.90% | Shares |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $85,442,502 | 933,084 | 2.35% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $83,790,213 | 915,040 | 2.30% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $75,905,667 | 828,726 | 2.09% | Shares |
| GOLDMAN SACHS GROUP INC | $44,070,909 | 481,281 | 1.21% | Shares |
| ROYCE & ASSOCIATES LP | $42,820,330 | 467,624 | 1.18% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $40,895,986 | 446,609 | 1.12% | Shares |
| UBS Group AG | $39,285,819 | 429,025 | 1.08% | Shares |
| FRANKLIN RESOURCES INC | $39,212,380 | 428,223 | 1.08% | Shares |
| Qube Research & Technologies Ltd | $34,393,600 | 375,599 | 0.95% | Shares |
| MORGAN STANLEY | $30,143,473 | 329,183 | 0.83% | Shares |
| BRANDES INVESTMENT PARTNERS, LP | $28,313,536 | 309,201 | 0.78% | Shares |
| Boston Partners | $25,397,855 | 277,763 | 0.70% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $24,864,552 | 271,536 | 0.68% | Shares |
| Allianz Asset Management GmbH | $23,068,039 | 251,917 | 0.63% | Shares |
| Bank of New York Mellon Corp | $22,558,116 | 246,348 | 0.62% | Shares |
| Clark Capital Management Group, Inc. | $21,053,695 | 229,919 | 0.58% | Shares |
| NORTHERN TRUST CORP | $19,915,010 | 217,484 | 0.55% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $19,252,867 | 210,253 | 0.53% | Shares |
| Allspring Global Investments Holdings, LLC | $19,068,171 | 208,236 | 0.52% | Shares |
| SEIZERT CAPITAL PARTNERS, LLC | $18,838,879 | 205,732 | 0.52% | Shares |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $18,338,907 | 200,272 | 0.50% | Shares |
| Central Securities Corp | $18,314,000 | 200,000 | 0.50% | Shares |
| Swedbank AB | $16,482,600 | 180,000 | 0.45% | Shares |
| Public Sector Pension Investment Board | $16,097,365 | 175,793 | 0.44% | Shares |
| SG Capital Management LLC | $14,406,525 | 157,328 | 0.40% | Shares |
| JONES FINANCIAL COMPANIES LLLP | $12,786,863 | 141,667 | 0.35% | Shares |
| Robeco Institutional Asset Management B.V. | $12,377,792 | 135,173 | 0.34% | Shares |
| Invesco Ltd. | $12,212,049 | 133,363 | 0.34% | Shares |
| INTECH INVESTMENT MANAGEMENT LLC | $11,544,322 | 126,071 | 0.32% | Shares |
| Man Group plc | $10,943,989 | 119,515 | 0.30% | Shares |
| JPMORGAN CHASE & CO | $10,836,270 | 118,418 | 0.30% | Shares |
| Champlain Investment Partners, LLC | $10,269,209 | 112,146 | 0.28% | Shares |
| Hiddenite Capital Partners LP | $10,249,888 | 111,935 | 0.28% | Shares |
| ALPS ADVISORS INC | $10,097,790 | 110,274 | 0.28% | Shares |
| WELLS FARGO & COMPANY/MN | $9,847,511 | 107,541 | 0.27% | Shares |
| Legal & General Group Plc | $8,894,743 | 97,136 | 0.24% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $8,339,855 | 102,657 | 0.23% | Shares |
| AMERIPRISE FINANCIAL INC | $8,331,205 | 90,982 | 0.23% | Shares |
| Vest Financial, LLC | $7,985,820 | 87,210 | 0.22% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $7,975,075 | 87,093 | 0.22% | Shares |
| Swiss National Bank | $7,829,235 | 85,500 | 0.22% | Shares |
Company insiders 56 insiders · 24 officers · 17 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Vineet A Nargolwala | President & CEO | June 10, 2026 A | 78,393 | 1 | 0 | $1,000,025 |
| Russell Shaller | President & CEO | Nov. 25, 2025 S | 141,421 | 0 | 1 | $-1,391,812 |
| Michael J Nauman | President & CEO | Nov. 8, 2021 M | 108,307 | 0 | 0 | $0 |
| Frank M Jaehnert | President & CEO | Feb. 3, 2014 A | 93,908 | 0 | 0 | $0 |
| Ann Thornton | CFO and Treasurer | Sept. 1, 2026 F | 36,633 | 0 | 1 | $-334,356 |
| Aaron James Pearce | CFO & Treasurer | April 28, 2023 D | 90,186 | 0 | 0 | $0 |
| Olivier Bojarski | President Americas & Asia | Sept. 1, 2026 F | 42,140 | 0 | 0 | $0 |
| Brett Wilms | President - EMEA & Australia | Dec. 10, 2025 M | 7,672 | 0 | 5 | $-1,107,162 |
| Matthew O Williamson | President, Identification Soln | May 1, 2015 A | 15,973 | 0 | 0 | $0 |
| Stephen Millar | President Brady Asia Pacific | Sept. 9, 2014 J | 4,476 | 0 | 0 | $0 |
| Scott Hoffman | President, Workplace Safety | May 1, 2014 A | 1,854 | 0 | 0 | $0 |
| Peter C Sephton | President Brady Europe | July 31, 2013 J | 0 | 0 | 0 | $0 |
| Thomas F Debruine | Chief Operating Officer | Sept. 18, 2026 S | 7,523 | 0 | 2 | $-930,654 |
| Andrew Gorman | General Counsel&Corp Secretary | Sept. 1, 2026 F | 18,063 | 0 | 2 | $-1,002,366 |
| Bentley Curran | CIO & VP - Digital Business | Jan. 3, 2024 M | 17,026 | 0 | 0 | $0 |
| Pascal Deman | VP & GM Workplace Safety | Sept. 19, 2022 A | 6,205 | 0 | 0 | $0 |
| Helena Regina Nelligan | Senior Vice President - HR | Sept. 30, 2021 F | 26,374 | 0 | 0 | $0 |
| Louis T Bolognini | SR VP - GENERAL COUNSEL | April 10, 2020 F | 19,337 | 0 | 0 | $0 |
| Thomas J Felmer | SRVP & Pres., Workplace Safety | Jan. 2, 2020 M | 2,598 | 0 | 0 | $0 |
| Paul Meyer | VP, Tax & Treasury | Sept. 30, 2016 I | 9,397 | 0 | 0 | $0 |
| Kathleen Johnson | VP - Finance and CAO | May 1, 2015 A | 6,437 | 0 | 0 | $0 |
| Allan J Klotsche | Senior Vice President - HR | Feb. 3, 2014 A | 8,447 | 0 | 0 | $0 |
| Lee Marks | VP-Global Operations | Sept. 20, 2013 A | 2,442 | 0 | 0 | $0 |
| Robert Tatterson | VP - R&D and CTO | Aug. 1, 2013 A | 9,492 | 0 | 0 | $0 |
| Patrick W Allender | Director | July 2, 2026 A | 101,667 | 0 | 0 | $0 |
| Deidre Cusack | Director | Oct. 2, 2025 A | 3,561 | 0 | 0 | $0 |
| Smee Joanne Collins | Director | Oct. 2, 2025 A | 11,069 | 0 | 0 | $0 |
| David Stanley Bem | Director | Oct. 2, 2025 A | 17,621 | 0 | 0 | $0 |
| Michelle Elizabeth Williams | Director | Oct. 2, 2025 A | 3,871 | 0 | 0 | $0 |
| Anne De Greef-Safft | Director | Oct. 2, 2025 A | 3,588 | 0 | 0 | $0 |
| Nancy Lee Gioia | Director | Oct. 2, 2024 A | 18,373 | 0 | 0 | $0 |
| Frank W Harris | Director | Sept. 19, 2022 M | 24,548 | 0 | 0 | $0 |
| Conrad G Goodkind | Director | April 12, 2021 A | 86,875 | 0 | 0 | $0 |
| Gary S. Balkema | Director | Feb. 22, 2021 M | 13,298 | 0 | 0 | $0 |
| Harold L Sirkin | Director | Sept. 22, 2017 A | 13,935 | 0 | 0 | $0 |
| Chan Galbato | Director | Aug. 1, 2013 A | 12,900 | 0 | 0 | $0 |
| Robert C Buchanan | Director | Aug. 30, 2010 A | 9,134 | 0 | 0 | $0 |
| Bradley C Richardson | · | Nov. 21, 2025 S | 733 | 0 | 1 | $-78,330 |
| Elizabeth P Pungello | · | Nov. 19, 2025 S | 575,000 | 0 | 4 | $-2,169,903 |
| Christopher M Hix | · | Oct. 2, 2025 A | 5,306 | 0 | 0 | $0 |
| Barbara Bolens | · | Dec. 30, 2009 A | 1 | 0 | 0 | $0 |
| Frank R Jarc | · | Nov. 30, 2009 A | 0 | 0 | 0 | $0 |
| Gary E Nei | · | Nov. 30, 2009 A | 14,996 | 0 | 0 | $0 |
| Richard A Bemis | · | Nov. 30, 2009 A | 18,000 | 0 | 0 | $0 |
| Patrick S Ference | · | Sept. 25, 2009 A | · | 0 | 0 | $0 |
| David Mathieson | · | April 1, 2008 A | 3,503 | 0 | 0 | $0 |
| HAWKE DAVID R | · | April 1, 2008 A | 32,110 | 0 | 0 | $0 |
| Michael O Oliver | · | April 1, 2008 A | 0 | 0 | 0 | $0 |
| Peter J Lettenberger | · | April 1, 2008 A | 0 | 0 | 0 | $0 |
| Mary K Bush | · | April 1, 2008 A | 0 | 0 | 0 | $0 |
| Roger D Peirce | · | June 29, 2007 A | 32,941 | 0 | 0 | $0 |
| REARIC DONALD E | · | June 30, 2006 A | 130 | 0 | 0 | $0 |
| Philip M Gresh | · | Feb. 22, 2006 P | 1,000 | 0 | 0 | $0 |
| David W Schroeder | · | May 28, 2004 A | 25,833 | 0 | 0 | $0 |
| Tracey F Carpentler | · | May 25, 2004 X | 0 | 0 | 0 | $0 |
| HUDSON KATHERINE M | · | April 30, 2004 A | 44,231 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 47 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| PSCI · Invesco Exchange-Traded Fund Trust … | 1.20% | 38,080 SH | Oct. 2, 2026 | Daily |
| SDVD · First Trust Exchange-Traded Fund IV | 0.91% | 87,358 NS | July 31, 2026 | N-PORT |
| SCOW · Pacer Funds Trust | 0.82% | 149 NS | July 31, 2026 | N-PORT |
| ROSC · Lattice Strategies Trust | 0.72% | 4,691 NS | July 31, 2026 | N-PORT |
| SMDX · Tidal Trust III | 0.58% | 7,936 NS | July 31, 2026 | N-PORT |
| FFSM · FIDELITY COVINGTON TRUST | 0.49% | 78,381 NS | July 31, 2026 | N-PORT |
| VIOG · VANGUARD ADMIRAL FUNDS | 0.44% | 52,002 SH | Aug. 19, 2026 | Daily |
| FYC · First Trust Exchange-Traded AlphaDE… | 0.41% | 56,420 NS | July 31, 2026 | N-PORT |
| RZG · Invesco Exchange-Traded Fund Trust | 0.33% | 4,654 SH | Oct. 2, 2026 | Daily |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0.24% | 6,842 SH | Oct. 2, 2026 | Daily |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.22% | 152,761 SH | Aug. 19, 2026 | Daily |
| BKSE · BNY Mellon ETF Trust | 0.17% | 1,602 NS | July 31, 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.16% | 11,606 NS | July 31, 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0.13% | 19,053 NS | July 31, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.13% | 195,734 NS | July 31, 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.11% | 28,047 NS | July 31, 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.10% | 24,256 SH | Oct. 2, 2026 | Daily |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.09% | 27,143 SH | Oct. 2, 2026 | Daily |
| FAD · First Trust Exchange-Traded AlphaDE… | 0.08% | 5,110 NS | July 31, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.08% | 135,068 NS | July 31, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.08% | 602,685 SH | Aug. 19, 2026 | Daily |
| ISCG · iShares Trust | 0.06% | 7,057 SH | Sept. 11, 2026 | Daily |
| FIDU · FIDELITY COVINGTON TRUST | 0.06% | 13,990 NS | July 31, 2026 | N-PORT |
| ESML · iShares Trust | 0.05% | 16,491 SH | Sept. 11, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.05% | 500,925 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.05% | 950,202 SH | Aug. 19, 2026 | Daily |
| VIS · VANGUARD WORLD FUND | 0.05% | 51,829 SH | Aug. 19, 2026 | Daily |
| WSML · iShares Trust | 0.04% | 2,757 SH | Sept. 11, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.02% | 1,393 NS | July 31, 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.02% | 34,961 NS | July 31, 2026 | N-PORT |
| VIG · VANGUARD SPECIALIZED FUNDS | 0.02% | 246,816 SH | Aug. 19, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.02% | 83,082 NS | July 31, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.02% | 3,766 NS | July 31, 2026 | N-PORT |
| PFM · Invesco Exchange-Traded Fund Trust | 0.01% | 1,241 SH | Oct. 2, 2026 | Daily |
| DCOR · Dimensional ETF Trust | 0.01% | 3,605 NS | July 31, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 1,313,792 SH | Aug. 19, 2026 | Daily |
| DFAU · Dimensional ETF Trust | 0.01% | 10,336 NS | July 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.01% | 12,873 NS | July 31, 2026 | N-PORT |
| ITOT · iShares Trust | 0.01% | 56,254 SH | Sept. 11, 2026 | Daily |
| TILT · FlexShares Trust | 0.00% | 1,026 NS | July 31, 2026 | N-PORT |
| IJR · iShares Trust | · | 2,666,325 SH | Sept. 10, 2026 | Daily |
| IJT · iShares Trust | · | 414,207 SH | Sept. 9, 2026 | Daily |
| XJR · iShares Trust | · | 6,027 SH | Aug. 31, 2026 | Daily |
| ISCB · iShares Trust | · | 1,921 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 4,519 SH | Sept. 11, 2026 | Daily |
| SMLF · iShares Trust | · | 63,167 SH | Sept. 11, 2026 | Daily |
| SMMV · iShares Trust | · | 18,050 SH | Sept. 1, 2026 | Daily |
BRC Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
12-Month Price Target
2 analysts · 2026-10-03Mean target $110.00 +29.7%
Peer comparison (GICS sub-industry) Key metrics vs sector peers
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