文章核心观点 - 公司本季度实现创纪录的每股收益和强劲的有机销售增长 [2][13] - 公司持续投资研发为客户创造价值并提高有机销售 [13] - 公司推出多款新产品以区别于竞争对手并补充现有产品线 [13] - 公司保持创新和一贯的优先事项将推动未来增长 [13] - 公司利用强大的资产负债表和现金流回馈股东 [13][14] 财务数据总结 季度财务数据 - 销售额同比增长1.9%,其中有机销售增长4.5%,汇率下降0.3%,剥离业务下降2.3% [6] - 税前利润同比增长2.2%,剔除特殊项目后增长8.2% [7] - 净利润同比增长5.9%,每股收益同比增长9.4%,剔除特殊项目后每股收益增长14.7% [8] 9个月财务数据 - 销售额同比增长1.2%,其中有机销售增长3.0%,汇率上升0.6%,剥离业务下降2.4% [9] - 税前利润同比增长11.0%,剔除特殊项目后增长11.5% [10] - 净利润同比增长13.0%,每股收益同比增长16.3%,剔除特殊项目后每股收益增长16.5% [11][12] 展望 - 公司上调了2024财年的每股收益指引,GAAP基础从3.80-3.95美元提高至3.93-4.00美元,剔除特殊项目后从3.95-4.10美元提高至4.08-4.15美元 [14] - 公司预计2024财年的税率约为21%,折旧摊销费用3000-3200万美元,资本支出约7500万美元 [15] - 公司预计收购Gravotech Holding公司对2024财年每股收益影响不重大 [15]

Sales for the quarter increased 1.9 percent compared to the same quarter of the prior year. Organic sales increased 4.5 percent, foreign currency decreased sales by 0.3 percent and divestitures decreased sales by 2.3 percent.Diluted EPS increased 9.4 percent to a record high of $1.05 in the third quarter of fiscal 2024 compared to $0.96 in the same quarter of the prior year. Diluted EPS Excluding Certain Items* increased 14.7 percent to a record high of $1.09 in the third quarter of fiscal 2024 compared to ...

MILWAUKEE, May 21, 2024 (GLOBE NEWSWIRE) -- On May 20, 2024, Brady Corporation's (NYSE:BRC) Board of Directors declared a dividend to shareholders of the company's Class A Common Stock of $0.235 per share, payable on July 31, 2024, to shareholders of record at the close of business on July 10, 2024. Brady Corporation is an international manufacturer and marketer of complete solutions that identify and protect people, products and places. Brady's products help customers increase safety, security, productivit ...

MILWAUKEE, May 21, 2024 (GLOBE NEWSWIRE) -- On May 20, 2024, Brady Corporation’s (NYSE: BRC) Board of Directors declared a dividend to shareholders of the company’s Class A Common Stock of $0.235 per share, payable on July 31, 2024, to shareholders of record at the close of business on July 10, 2024. Brady Corporation is an international manufacturer and marketer of complete solutions that identify and protect people, products and places. Brady’s products help customers increase safety, security, productivi ...

Tom Brady has promised to be "a better parent" after a Netflix comedy special poked fun at his divorce.The seven-time Super Bowl champion appeared on The Roast Of Tom Brady, where comedians like Kevin Hart tore into his split from Gisele Bundchen in 2022 after 13 years. While the 46-year-old said he "loved when the jokes were about me," Mr Brady told The Pivot Podcast that he "didn't like the way it affected my kids"."It's the hardest part about, like the bittersweet aspect of when you do something that you ...

MILWAUKEE, March 15, 2024 (GLOBE NEWSWIRE) -- Brady Corporation (NYSE:BRC) ("Brady") announced today that it has entered into exclusive negotiations to acquire Gravotech Holding ("Gravotech") for approximately EUR 123 million (approximately USD 133 million). Brady expects to fund the transaction with cash on hand as well as with borrowings on its existing credit agreement, and expects to close the transaction by the end of its fiscal year ending July 31, 2024, subject to prior completion of the information- ...

财务数据和关键指标变化 - 公司本季度实现有机销售增长1.6%,毛利率提升至50.2% [14][19][20] - 非GAAP每股收益增长14.8%,达到0.93美元 [14][15][24] - 营业利润增长15.1%,达到55.8百万美元 [23] - 经营活动现金流增加至36.1百万美元 [25] 各条业务线数据和关键指标变化 - 美洲和亚洲地区有机销售增长1.2%,利润增长9.3% [34][38] - 欧洲和澳大利亚地区有机销售增长2.5%,利润增长11.9% [39][40] - 医疗识别产品线销售下降,其他主要产品线如识别和安全解决方案销售良好 [35][36] - 亚洲业务尤其是中国和印度表现出色,印度销售增长超过21% [37] 各个市场数据和关键指标变化 - 欧洲经济增长放缓,但公司仍能实现高于GDP的有机增长 [39] - 美国工业自动化和项目延迟导致一定销售压力 [34] 公司战略和发展方向及行业竞争 - 公司持续投入研发,新产品管线丰富,未来几个季度将陆续推出多款创新产品 [11][12] - 公司通过区域重组提升运营效率,鼓励团队创新思维,提升客户服务能力 [9][10] - 公司关注识别产品、人员和物品等核心业务,积极评估并剥离不符合战略的业务 [47][48] - 公司保持谨慎的并购策略,关注与现有业务有明确协同的收购标的 [53][54] 管理层对经营环境和未来前景的评论 - 宏观经济环境放缓,但公司业务表现仍优于同行 [44][45][87][88][89] - 公司有信心实现全年业绩指引,并将持续投资于研发和销售资源 [30][31][82][83][84] - 管理层对公司长期发展前景保持乐观,认为新技术如生成式AI将为公司带来新的机遇 [105][106] 问答环节重要的提问和回答 问题1 **Steve Ferazani 提问** 询问公司如何在销售增长放缓的情况下提升利润指引 [44][45] **Russell Shaller 回答** 公司产品组合和地区结构调整,毛利率较高的业务表现良好,同时持续优化运营效率 [45][46][51] 问题2 **Keith Housum 提问** 询问医疗识别产品线的表现情况 [59][60][61] **Russell Shaller 回答** 医疗识别产品线受到一些周期性和结构性因素影响,但公司正在调整产品组合和销售策略以应对 [60][61][62][63] 问题3 **不明身份的分析师提问** 询问公司对下半年业务增长的信心来源 [86][87][88][89] **Russell Shaller 回答** 公司密切关注客户需求,尽管宏观环境存在一些不确定性,但公司业务表现仍优于同行,对下半年保持信心 [88][89][90][91]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended January 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period from to Commission File Number 1-14959 BRADY CORPORATION (Exact name of registrant as specified in its charter) Wisconsin 39-0178960 (State or other jurisdiction of incorpora ...

销售情况 - 2024财年第二季度销售额下降1.1%，有机销售增长1.6%[1] - Brady公司2024年1月31日的总营业额为654,607千美元，较2023年1月31日略有增长[18] 财务表现 - 第二季度毛利率提高至50.2%[1] - 第二季度每股收益同比增长18.4%至0.90美元[1] - 第二季度经营活动现金流为3610万美元，同比增长[2] - 2024财年每股收益指引提升至3.80至3.95美元[3] 公司财务状况 - Brady公司2024年1月31日的资产总额为1,407,604千美元，较2023年7月31日略有增长[16] - Brady公司2024年1月31日的现金及现金等价物为143,860千美元，较2023年7月31日有所下降[16] - Brady公司2024年1月31日的应收账款净额为185,569千美元，较2023年7月31日略有增长[16] - Brady公司2024年1月31日的存货为164,944千美元，较2023年7月31日有所下降[16] - Brady公司2024年1月31日的美洲和亚洲地区净销售额为211,643千美元，较2023年1月31日有所下降[18] - Brady公司2024年1月31日的欧洲和澳大利亚地区净销售额为110,981千美元，较2023年1月31日有所增长[18] - Brady公司2024年1月31日的美洲和亚洲地区净销售额有机增长率为1.2%[18] - Brady公司2024年1月31日的欧洲和澳大利亚地区净销售额有机增长率为2.5%[18]

Have you been paying attention to shares of Brady (BRC) ? Shares have been on the move with the stock up 4.6% over the past month. The stock hit a new 52-week high of $63.02 in the previous session. Brady has gained 7.1% since the start of the year compared to the 2.4% move for the Zacks Industrial Products sector and the 1.4% return for the Zacks Security and Safety Services industry.What's Driving the Outperformance?The stock has an impressive record of positive earnings surprises, as it hasn't missed our ...