Brady (BRC) Sidoti Small-Cap Virtual Investor Conference summary

Company Overview and Product Portfolio

• Specializes in high-performance specialty adhesives and printing solutions for safety and identification applications across diverse end markets.

• Product categories include safety and facility identification, wire identification, product ID, healthcare ID, and people ID, with no single customer accounting for more than 10% of sales.

• Diversified product portfolio and customer base across safety, identification, and compliance markets.

• 48% of revenue is generated outside the U.S., reflecting a diversified global presence.

• Recent acquisitions (Gravotech and MECCO) expanded capabilities into direct part marking, filling a previous product gap.

Strategic Direction and Market Positioning

• Focus on innovation, automation, digital, and geographic expansion to drive organic growth and efficiency gains.

• Expansion into faster-growing end markets supported by technology-based acquisitions.

• Continued investment in R&D to support new product development and organic sales growth.

• Strong balance sheet enables flexibility for future organic and inorganic investments.

• Technology-focused acquisitions added 10.5% to revenue growth in F'25, offsetting a 0.3% reduction from divestitures.

Financial Performance and Shareholder Returns

• Achieved record adjusted EPS of $4.60 in F'25, up 9% year-over-year, marking the fifth consecutive year of record results.

• Returned $96.4M to shareholders in F'25 through dividends and share buybacks, with 40 consecutive annual dividend increases.

• Gross profit margins exceeded 50% in 2024 and 2025, reflecting operational improvements and high-margin engineered products.

• Cash flow from operating activities reached $255M in F'25, with a net cash position of $175.4M as of April 2026.

• Q3 F'26 adjusted diluted EPS increased 23% to $1.50, with adjusted net income up 22.3% year-over-year.