Slide 1: Q4 and Year-end Financial Results
F’26 Q4 and Year-end Financial Results September 3, 2026
Slide 2: Forward-Looking Statements
Forward-Looking Statements In this release, statements that are not reported financial results or other historic information are “forward-looking statements.” These forward-looking statements relate to, among other things, statements about the success of the acquisition, including anticipated benefi
Slide 3: Q4 F’26 Highlights
Q4 F’26 Highlights Sales Growth Regional Sales Results Record High Adjusted Diluted EPS* Organic Total sales Americas & Asia Europe & GAAP EPS of Adjusted Diluted Earnings per Share* growth of sales organic sales Australia organic $0.96 increased 17.5% to growth of 10.0% growth of sales growth of co
Slide 4: Sales Overview
Sales Overview SALES (millions of USD) Q4 F’26 Sales Commentary: $450 $435 $437 The Company achieved organic $425 $405 sales growth of 8.4% in the $397 fourth quarter. $400 $383 $384 $377 $375 $357 We grew sales in all of our key $346 $343 $343 product lines primarily driven by $350 $337 $332 $323 $
Slide 5: Gross Profit Margin
Gross Profit Margin GROSS PROFIT & GPM% (millions of USD) $275 54% 52.9% 51.7% 51.6% 51.6% 51.8% $250 51.5% 52% 50.8% 51.0% 50.6% $231 50.3% 50.2% 50.3% 50.4% $225 $225 49.3% 50% $209 48.1% 48.0% $200 $200 $195 $194 48% $190 $176 $177 $177 $176 $170 $172 $175 46% $162 $155 $156 $150 44% $125 42% $10
Slide 6: SG&A Expense
SG&A Expense SG&A EXPENSE AND SG&A EXPENSE AS A % OF SALES (millions of USD) 33.9% 35% $150 $148 33% 29.6% 31% 29.7% 29.7% 29.7% 29.0% 28.4% 29.0% $135 28.3% 28.2% 28.3% 27.9% 28.1% 29% 27.9% 27.2% 27.0% $129 27% $120 $118 $118 25% $112 $109 $108 $106 23% $105 $97 $96 $96 21% $92 $93 $90 $91 $91 19%
Slide 7: R&D Expense
R&D Expense R&D EXPENSE AND R&D EXPENSE AS A % OF SALES (millions of USD) $35.0 7.0% 6.3% $30.0 5.8% 5.7% 6.0% 5.4% 5.2% 5.1% 5.1% 5.2% 5.2% 5.0% 5.0% $25.0 4.7% 4.7% 4.7% $24.3 5.0% 4.7% $23.1 $23.3 $23.5 $22.9 4.3% $20.0 $18.9 $18.7 $19.2 4.0% $17.7 $17.5 $16.3 $16.8 $15.4 $15.7 $15.7 $15.0 $13.9
Slide 8: Income Before Income Taxes
Income Before Income Taxes INCOME BEFORE INCOME TAXES (GAAP) (millions of USD) $80 $73.4 $68.2 $68.5 $70 $65.7 $63.8 $64.4 $63.0 $62.0 $59.4 $60.5 $58.8 $60 $55.8 $55.6 $52.0 $50.3 $48.5 $50 $40 $30 $20 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 F'23 F'23 F'23 F'23 F'24 F'24 F'24 F'24 F'25 F'25
Slide 9: Net Income & Diluted EPS
Net Income & Diluted EPS NET INCOME (GAAP) (millions of USD) DILUTED EPS (GAAP) $65 $1.30 $1.21 $57.8 $1.15 $1.13 $55.5 $1.09 $1.09 $55 $53.9 $1.10 $52.3 $1.05 $1.04 $50.9 $1.00 $49.4 $49.9 $48.1 $48.1 $0.96 $0.97 $0.97 $0.96 $47.2 $46.8 $45.6 $0.90 $45 $43.6 $0.90 $0.83 $39.4 $40.3 $0.79 $38.0 $0.7
Slide 10: Cash Generation
Cash Generation (millions of USD) 3 Mos. Ended 3 Mos. Ended Year Ended Year Ended July 31, 2026 July 31, 2025 July 31, 2026 July 31, 2025 CASH FLOW FROM OPERATING ACTIVITIES (millions of USD) $100 Cash Balance - Beginning of Period $ 175.5 $ 152.2 $ 174.3 $ 250.1 $84.0 Cash Flow from Operating $79.3
Slide 11: Net Cash
Net Cash NET CASH (millions of USD) $172 $159 $149 $150 $123 $102 $96 $97 $98 $100 $84 $75 $67 $51 $49 $50 $31 $29 $15 $0 Q1 F'23 Q2 F'23 Q3 F'23 Q4 F'23 Q1 F'24 Q2 F'24 Q3 F'24 Q4 F'24 Q1 F'25 Q2 F'25 Q3 F'25 Q4 F'25 Q1 F'26 Q2 F'26 Q3 F'26 Q4 F'26 STRONG July 31, 2026 cash = July 31, 2026 debt = B
Slide 12: Americas & Asia
Americas & Asia Q4 F’26 vs. Q4 F’25 (millions of USD) SALES & SEGMENT PROFIT % (millions of USD) 25% $350 23% 24% 25% 23% 22% 22% 23% 22% 21% Q4 F’26 Q4 F’25 Change 21% 20% 20% $290 $296 $300 20% $269 Sales $ 296.1 $ 260.8 + 13.5% $245 $254 $261 $252 $250 $228 $234 15% $222 $212 $225 Segment Profit
Slide 13: Europe & Australia
Europe & Australia Q4 F’26 vs. Q4 F’25 (millions of USD) SALES & SEGMENT PROFIT % (millions of USD) $300 20% Q4 F’26 Q4 F’25 Change 16% 17% $250 15% 15% 16% 14% 14% 14% 13% Sales $ 140.8 $ 136.5 + 3.2% 12% $200 11% 12% 10% 9% Segment Profit 18.7 15.1 + 23.9% $145 $141 $150 $136 $136 $133 8% $119 $11
Slide 14: F’27 Adjusted Diluted EPS* Guidance
F’27 Adjusted Diluted EPS* Guidance $6.25 to GUIDANCE ASSUMPTIONS: $6.75 Organic sales growth of approximately 5% for the full year ending July 31st, 2027. (+18.1% to +27.6% vs. F’26) F’27 Adjusted Diluted EPS* Full-year income tax rate of approximately 21%. Foreign currency exchange rates as of Jul
Slide 15: Investor Relations
Investor Relations Brady Contact: Ann Thornton Investor Relations 414-438-6887 investor@bradycorp.com See our website at www.bradycorp.com/investors F’26 Q4 and Year-end Financial Results 15
Slide 16: Appendix: GAAP to Non-GAAP Reconciliations
Need updated reconciliations Appendix GAAP to Non-GAAP Reconciliations F’26 Q4 and Year-end Financial Results 16
Slide 17: Non-GAAP Reconciliations
Non-GAAP Reconciliations GAAP to NON-GAAP MEASURES (Unaudited; Dollars in Thousands, Except Per Share Amounts) In accordance with the U.S. Securities and Exchange Commission’s Regulation G, the following provides definitions of the non-GAAP measures used in the earnings release and the reconciliatio
Slide 18: Non-GAAP Reconciliations
Non-GAAP Reconciliations GAAP to NON-GAAP MEASURES (Unaudited; Dollars in Thousands, Except Per Share Amounts) In accordance with the U.S. Securities and Exchange Commission’s Regulation G, the following provides definitions of the non-GAAP measures used in the earnings release and the reconciliatio