)
Company Research15 Apr 2024
The Industrial Machinery, Supplies, and Components Industry
Explore the industrial machinery industry's growth, driven by technology, sustainability, and digital transformation, impacting global economic development.
Graco
Graco (GGG) investor relations material
Graco Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary27 Jan, 2026
Executive summary
Achieved record quarterly and annual sales, with Q4 net sales up 8% year-over-year and full-year net sales up 6%, driven by acquisitions, currency, and organic growth across all segments and regions.
Net earnings rose 22% in Q4 to $133 million, or $0.79 per diluted share; adjusted non-GAAP EPS increased 20% to $0.77.
Operating earnings rose 22% in Q4 and 10% for the year, with prior year litigation and reorganization costs not repeating.
Price realization and lower operating expenses supported improved profitability.
Record sales achieved for both the quarter and full year, with strong cash flow and a robust balance sheet.
Financial highlights
Q4 net sales: $593.2M (+8% YoY); full-year net sales: $2,236.6M (+6% YoY).
Q4 gross profit: $306.7M (51.7% of sales); full year: $1,173.2M (52.5% of sales).
Q4 net earnings: $132.5M (+22% YoY); full year: $521.8M (+7% YoY).
Q4 diluted EPS: $0.79 (+25% YoY); full year: $3.08 (+9% YoY).
Gross margin rate improved by 80 basis points year-over-year in Q4, despite $4 million in tariff costs impacting margins.
Outlook and guidance
2026 guidance projects low single-digit organic sales growth (constant currency) and mid-single-digit total sales growth including acquisitions.
Effective tax rate for 2026 anticipated at 20%-21%, with capital expenditures projected at $90-$100 million, including $50 million for facility expansion.
2026 net sales and net earnings expected to benefit by 1 percentage point from favorable currency movements.
Recent order trends and market conditions support a cautious but confident outlook for 2026.
Acquisition pipeline remains strong, with focus on product innovation and strategic acquisitions.
Acquisition margin impact on profitability
Expansion Markets' margin drivers: sustainable?
2026 organic growth drivers given market softness?
M&A pipeline strength and 2026 deal outlook?
Characterize electric motor licensing revenue.
What market conditions underpin 2026 organic growth?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Graco earnings date
Q1 202623 Apr, 2026
Graco
Next Graco earnings date
Q1 202623 Apr, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Graco Inc. develops and manufactures fluid handling and dispensing equipment products used by many diverse industries (primarily manufacturing). The company's products are used in various applications, such as dispensing adhesives, coatings, lubricants, sealants, and other fluids into precise design areas. The company was incorporated in 1926 and is headquartered in Minneapolis, Minnesota.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage