Every material Form 8-K Brady filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Brady Corporation reported fiscal 2026 first-quarter results for the period ended October 31, 2025. Sales rose 7.5% to $405.3 million, and GAAP diluted EPS rose 16.5% to $1.13, while adjusted diluted EPS rose 8.0% to $1.21. The company also raised the low end of its full-year adjusted diluted EPS guidance, which matters to shareholders because it signals a higher expected earnings floor for fiscal 2026.
Q1 net sales were $405.3 million, up 7.5% from $377.1 million, including 2.8% organic growth
Diluted EPS was $1.13 versus $0.97 a year earlier; adjusted diluted EPS was $1.21 versus $1.12
Full-year fiscal 2026 adjusted diluted EPS guidance is now $4.90 to $5.15, up from $4.85 to $5.15 at the low end
GAAP diluted EPS guidance is $4.57 to $4.82, compared with $4.55 to $4.85 previously
Brady Corporation entered into a new Change of Control Agreement with General Counsel and Secretary Andrew T. Gorman on September 16, 2025, replacing his April 6, 2020 agreement. The Management Development and Compensation Committee approved the change to align his terms with those of the company's other named executive officers.
Agreement dated September 16, 2025, supersedes the existing agreement dated April 6, 2020.
Gorman would receive two times his annual base salary and two times his target bonus after a qualifying termination within 24 months of a change of control.
The agreement is filed as Exhibit 10.1 to the 8-K.
Brady Corporation reported fiscal 2025 fourth-quarter results with sales up 15.7% to $397.3 million, including 11.3 points from acquisitions, while GAAP diluted EPS fell to $1.04 from $1.15. Adjusted diluted EPS rose 5.9% to a record $1.26, and the company issued fiscal 2026 GAAP EPS guidance of $4.55 to $4.85 and adjusted guidance of $4.85 to $5.15. Its board also approved a dividend increase to $0.98 per share from $0.96 per share.
Q4 fiscal 2025 sales were $397.3 million vs. $343.4 million a year earlier; organic growth was 2.4%.
Q4 GAAP diluted EPS was $1.04 vs. $1.15; adjusted diluted EPS was a record $1.26 vs. $1.19.
Fiscal 2026 guidance: GAAP diluted EPS of $4.55 to $4.85 and adjusted diluted EPS of $4.85 to $5.15.
Annual dividend raised to $0.98 per share from $0.96; quarterly payment of $0.245 on October 31, 2025 to holders of record on October 10, 2025.
Brady Corporation reported fiscal 2025 third-quarter results for the period ended April 30, 2025, with sales up 11.4% to $382.6 million, helped by acquisitions, while organic sales grew 1.6%. The company narrowed its full-year adjusted diluted EPS guidance to $4.48 to $4.63 from $4.45 to $4.70, and lowered its GAAP EPS guidance to $3.95 to $4.10 from $3.99 to $4.24, so shareholders get a record adjusted quarter alongside a lower GAAP outlook.
Q3 diluted EPS rose 3.8% to $1.09; adjusted diluted EPS rose 11.9% to a record $1.22
Sales of $382.6 million included 10.5% growth from acquisitions and 1.6% organic growth; Europe & Australia organic sales fell 5.4%
Full-year adjusted EPS guidance tightened to $4.48 to $4.63; GAAP EPS guidance lowered to $3.95 to $4.10
Returned $44.5 million to shareholders in the quarter through dividends and share repurchases
Brady Corporation elected Anne De Greef-Safft to its Board of Directors effective February 25, 2025, and appointed her to the Audit Committee. She will receive $135,000 in fair value of unrestricted Class A Nonvoting Common Stock under the standard non-employee director compensation program. The appointment adds a director with prior global manufacturing and public company board experience, and it does not change reported financial results.
Board election effective February 25, 2025; grant date for her stock award is also February 25, 2025
Appointed to the Audit Committee of the Board
Stock award valued at $135,000 in fair value of unrestricted Class A Nonvoting Common Stock
Previously Group President of Standex International's Food Service Equipment Group (2015 to 2017); consulted for private equity firms from 2018 to 2024
Brady Corporation reported fiscal 2025 second-quarter sales of $356.7 million, up 10.6% from a year earlier, with acquisitions adding 10.2 points. GAAP diluted EPS fell 7.8% to $0.83, while adjusted diluted EPS rose 7.5% to $1.00, and the company raised the low end of its full-year adjusted EPS guidance. The company also lowered its GAAP EPS guidance to $3.99 to $4.24 to reflect facility closure and reorganization costs.
Q2 net sales of $356.7 million, up 10.6%; organic sales grew 2.6%
GAAP diluted EPS of $0.83 versus $0.90; adjusted diluted EPS of $1.00 versus $0.93
Full-year adjusted EPS guidance low end raised to $4.45 from $4.40; range now $4.45 to $4.70
GAAP EPS guidance updated to $3.99 to $4.24 from $4.02 to $4.32 for facility closure costs
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Brady filing is on SEC EDGAR ↗. 8-K briefs of other companies →