Brady's data-center demand and $1.4B Honeywell deal drive record results and strong FY27 guidance
Data-center labeling demand growing 20% Data-center labeling now makes up 20% of Brady's Americas and Asia sales and grew 20% last quarter. This fast-growing demand lifts sales and profits, supporting a higher stock price.
It is a key organic growth driver behind Brady's strong results and outlook.
Q1 earnings beat and raised guidance Brady's Q1 revenue rose 13.8%, beating estimates by 7.2%, and it raised full-year EPS guidance. The strong beat shows the business is performing better than expected, which boosts investor confidence and the stock price.
It is a new positive earnings surprise that directly supports the stock.
$1.4B Honeywell PSS acquisition completed Brady closed its $1.4 billion all-cash purchase of Honeywell's Productivity Solutions business on August 3. The deal adds about $1.1 billion in sales and roughly $0.80 to yearly EPS, with $25 million in planned cost savings, driving the stock higher.
It is the transformative event that reshapes Brady's business and earnings.
Record FY26 results and strong FY27 EPS guidance Brady reported record fiscal 2026 sales of $1.66 billion, up 9.8%, and adjusted EPS of $5.29, up 15%. It guided fiscal 2027 EPS to $6.25–$6.75, about 23% growth, including $0.80 from the acquisition. This strong outlook supports the stock.
It is the latest fundamental update that confirms growth and guides future earnings.