Brady Guides Fiscal 2027 Adjusted EPS to $6.25-$6.75 After $1.4 Billion Acquisition

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Brady Corporation guided fiscal 2027 adjusted diluted earnings per share to $6.25 to $6.75, including roughly $0.80 of accretion from its newly acquired Intelligent Productivity Solutions segment. The guidance follows fiscal 2026 sales of $1.66 billion, up 9.8% with 5.3% organic growth, and adjusted diluted EPS of $5.29, up 15.0%, while operating cash flow rose 34.7% to $244.1 million from $181.2 million. The results preceded the August 3 completion of the $1.4 billion cash acquisition of the Productivity Solutions and Services business, now the Intelligent Productivity Solutions segment, which is expected to contribute approximately $1.15 billion of fiscal 2027 revenue, equal to roughly 69% of fiscal 2026 sales. Brady targets at least $25 million of annual run-rate cost synergies within three years, but expects the acquired segment's profit margin in the low-double-digit percentage range versus about 20% of sales for Identification Solutions, and most of the $0.80 contribution is expected in the second half. The company incurred approximately $1.6 billion of debt for the transaction, including roughly $800 million under its credit agreement and $800 million of senior notes, and did not provide a GAAP EPS accretion target or reconcile its fiscal 2027 adjusted-EPS guidance to GAAP.

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Brady Corporation
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Guides fiscal 2027 adjusted EPS to $6.25-$6.75 with ~$0.80 accretion from the $1.4B Intelligent Productivity Solutions acquisition and targets $25M cost synergies.