Graco Inc. remains rated Hold due to expensive valuation despite solid fundamentals and a strong balance sheet. Recent results show revenue up 4.7% and net income growth, but organic weakness persists amid challenging construction markets. GGG management targets 5–7% organic and 9–10% total annual revenue growth via strategic initiatives and acquisitions.
Evaluate the expected performance of Graco (GGG) for the quarter ended December 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Graco Inc. is a dividend growth stock with a 28-year streak, robust safety metrics, and no long-term debt. GGG's diversified niche product portfolio and recurring consumables revenue create a wide moat and consistent organic growth. Despite recent earnings misses and end-market weakness, GGG maintains strong cash flow, conservative payout ratios, and prudent capital allocation.
GGG gains from strong Industrial and Expansion Markets demand while acquisitions boost its portfolio despite Contractor segment softness.
Graco Inc. (NYSE:GGG ) Q3 2025 Earnings Call October 23, 2025 11:00 AM EDT Company Participants Christopher Knutson - VP, Controller & Chief Accounting Officer Mark Sheahan - President, CEO & Director David Lowe - CFO & Treasurer Conference Call Participants Deane Dray - RBC Capital Markets, Research Division Michael Halloran - Robert W. Baird & Co. Incorporated, Research Division Saree Boroditsky - Jefferies LLC, Research Division Bryan Blair - Oppenheimer & Co. Inc., Research Division Andrew Buscaglia - BNP Paribas Exane, Research Division Joseph Ritchie - Goldman Sachs Group, Inc., Research Division Mitchell Moore - KeyBanc Capital Markets Inc., Research Division Matt Summerville - D.A.
Graco Inc. (GGG) came out with quarterly earnings of $0.73 per share, missing the Zacks Consensus Estimate of $0.75 per share. This compares to earnings of $0.71 per share a year ago.
GGG's Industrial and Expansion Markets strength, acquisitions and shareholder returns fuel its 2025 momentum.
Graco's Q2 results disappointed, with organic revenue contraction and earnings missing expectations, despite overall revenue growth from acquisitions. Shares remain expensive relative to peers, with slow organic growth and tariff risks weighing on the outlook, justifying my continued 'hold' rating. The company's strong net cash position and not being the priciest among peers prevent a downgrade to 'sell' for now.
Graco Inc. (NYSE:GGG ) Q2 2025 Earnings Conference Call July 24, 2025 11:00 AM ET Company Participants Christopher D. Knutson - VP, Controller & Chief Accounting Officer David M.
GGG misses Q2 earnings and revenue estimates, but posts 3% sales growth driven by EMEA and Asia Pacific gains.
The headline numbers for Graco (GGG) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Graco Inc. (GGG) came out with quarterly earnings of $0.75 per share, missing the Zacks Consensus Estimate of $0.78 per share. This compares to earnings of $0.77 per share a year ago.