Brady Corporation (BRC) Shareholder/Analyst Call Prepared Remarks Transcript
Brady Corporation ( BRC ) Q1 2026 Earnings Call November 17, 2025 10:30 AM EST Company Participants Ann Thornton - CFO, Chief Accounting Officer & Treasurer Russell Shaller - President, CEO & Director Conference Call Participants Steve Ferazani - Sidoti & Company, LLC Keith Housum - Northcoast Research Partners, LLC Presentation Operator Good day, and thank you for standing by. Welcome to the Q1 2026 Brady Corporation Earnings Conference Call.
The Value Plus Strategy gained 8.50% in the third quarter, compared with the 12.60% gain for the Russell 2000® Value Index. Brady's core business is identification solutions for commercial products, allowing clients to trace and track parts. Materion has been taking several steps to improve operations and bolster margins during a slower overall period for some of its end markets, such as autos, industrials, and life sciences.
| IT Services Industry | Information Technology Sector | Russell R. Shaller CEO | XFRA Exchange | US1046741062 ISIN |
| US Country | 5,700 Employees | 9 Jan 2026 Last Dividend | 3 Jan 2005 Last Split | - IPO Date |
Brady Corporation is a global company specializing in the manufacture and supply of identification solutions (IDS) and workplace safety (WPS) products designed to identify and protect premises, products, and people. With operations extending across the United States and international markets, Brady Corporation serves a diverse range of industries, including industrial and electronic manufacturing, healthcare, chemical, oil and gas, automotive, aerospace, and many more. The company prides itself on its extensive product offerings that cater to a wide variety of tracking, safety, and compliance needs, ensuring the workplace and public environments are secure and efficient. Founded in 1914, Brady Corporation has established a solid reputation for innovation and quality, operating out of its headquarters in Milwaukee, Wisconsin. Through a combination of direct sales force, distributors, and digital channels, the company reaches a broad customer base, providing tailored solutions to meet the complex demands of modern industries.
Brady Corporation provides a comprehensive range of materials, printing systems, RFID and bar code scanners designed for various applications such as product identification, brand protection labeling, work in process labeling, and industrial track and trace. These products are essential for businesses looking to optimize their operations, protect their brands, and ensure the integrity of their supply chains.
The company offers an extensive selection of safety signs, floor-marking tapes, pipe markers, labeling systems, spill control products, and lockout/tagout devices. Additionally, Brady Corporation provides software and services for safety compliance auditing, procedure writing, and training, aiming to foster safer work environments and compliance with regulatory standards.
Specializing in hand-held printers, wire markers, sleeves, and tags, Brady Corporation caters to the needs of industries requiring precise wire and cable identification solutions, enhancing safety and efficiency in electrical installations and maintenance tasks.
To support security and identification within organizations, the company offers name tags, badges, lanyards, rigid card printing systems, and access control software. These solutions are pivotal for managing access to secure areas, enhancing onsite security, and streamlining identification processes.
Brady Corporation extends its identification and safety solutions to the healthcare sector with wristbands, labels, and printing systems designed to track and improve patient safety, ensuring that healthcare providers can deliver care efficiently while minimizing risks to patients.
The company provides a variety of workplace safety, identification, and compliance products, including safety and compliance signs, tags, labels, and markings. Brady Corporation's offerings also encompass informational signage and markings, asset tracking labels, and facility safety and personal protection equipment. These products cater to a range of industries, from process and government to education, construction, and utilities, facilitating compliance with safety standards and regulations.
Ensuring that workplaces are prepared for emergencies, Brady Corporation offers first-aid products alongside other compliance-related items. These are designed to aid organizations in maintaining standards for safety and preparedness in various operational contexts.