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.
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Graco (GGG), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended June 2025.
GGG is gaining momentum through strength in the Industrial and Expansion Markets segments, product innovations and acquisitions. However, it faces headwinds from the Contractor segment softness and rising costs.
Graco Inc. (NYSE:GGG ) Q1 2025 Earnings Conference Call April 24, 2025 11:00 AM ET Company Participants Chris Knutson - Vice President, Controller & Chief Accounting Officer Mark Sheahan - President, Chief Executive Officer & Director David Lowe - Chief Financial Officer & Treasurer Conference Call Participants Deane Dray - RBC Capital Markets Mike Halloran - Baird Saree Boroditsky - Jefferies Bryan Blair - Oppenheimer Jeff Hammond - KeyBanc Capital Markets Andrew Buscaglia - BNP Paribas Exane Walter Liptak - Seaport Research Matt Summerville - D.A. Davidson Operator Good morning, and welcome to the first quarter conference call for Graco Inc. If you wish to access the replay for this call, you may do so by visiting the company website at www.graco.com.
GGG's first-quarter 2025 sales increase 7% year over year due to the higher demand in all its segments.
Although the revenue and EPS for Graco (GGG) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Graco Inc. (GGG) came out with quarterly earnings of $0.70 per share, beating the Zacks Consensus Estimate of $0.68 per share. This compares to earnings of $0.65 per share a year ago.