Brady Corporation · NYSE:BRC

Brady — Merger or Acquisition (April 2026)

13 slides from Brady's merger presentation, Apr 20, 2026

  1. Slide 1: Acquisition of Honeywell Productivity Solutions and Services (PSS)

    1 Brady Corporation Acquisition of Honeywell Productivity Solutions and Services (“PSS”) RUSSELL SHALLER – PRESIDENT, CHIEF EXECUTIVE OFFICER ANN THORNTON – CHIEF FINANCIAL OFFICER & TREASURER April 20, 2026

  2. Slide 2: Forward-Looking Statements

    Forward-Looking Statements In this presentation, 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 proposed transaction by the Company to acquire the

  3. Slide 3: Compelling Strategic and Financial Rationale

    Compelling Strategic and Financial Rationale  Complementary product portfolio adds scale and extends Brady into adjacent workflows  ~$1.1B revenue PSS platform features strong positions in mobile computing, barcode scanning, RFID and workflow software, complementing Brady’s leading position in its

  4. Slide 4: Acquisition of Honeywell Productivity Solutions & Services (“PSS”)

    Acquisition of Honeywell Productivity Solutions & Services (“PSS”)  PSS offers a comprehensive suite of hardware, software and service offerings that enable high-volume, automated data collection and tracking, $1.1B Handheld with leading positions in mobile computers, barcode scanners, printing CY2

  5. Slide 5: Expands Portfolio with Data Capture and Workflow Solutions…

    Expands Portfolio with Data Capture and Workflow Solutions… Brady Benchtop systems PSS Barcode printers Portable Enhancing Brady’s Long-range printer value proposition and expanding customer scanners Safety/ compliance signs touchpoints with end-to-end hardware Voice guidance solutions Inventory & s

  6. Slide 6: …And Highly Complementary Technologies

    …And Highly Complementary Technologies MOBILITY  PSS’s leading global mobility devices portfolio further enables Brady to benefit from secular tailwinds in warehousing and delivery applications where multi-functional devices drive value and are increasingly required to augment user efficiency and d

  7. Slide 7: Expanding Total Addressable Market, Indexed to Key Secular Growth Trends

    Expanding Total Addressable Market, Indexed to Key Secular Growth Trends Productivity Identification & Data Strengthens position in growing identification and Solutions & Services Capture Market Growth data capture market driven by e-commerce warehouse 3%+ expansion, labor constraints and RFID adopt

  8. Slide 8: Platform for High-Margin Recurring Revenue and Software, Service & Voice Penetration

    Platform for High-Margin Recurring Revenue and Software, Service & Voice Penetration 3M+ $200M+ PSS devices with active service contracts with millions more PSS recurring service, software and PSS’s high-margin deployed, creating significant further voice revenue today software and opportunities ser

  9. Slide 9: Transaction Overview

    Transaction Overview  Purchase price of $1.4 billion on cash-free, debt-free basis Purchase Price  Represents a transaction value of approximately ~8x EBITDA for the twelve months ended December 31, 2025 Expected Financial  Acquisition expected to be double-digit accretive to Adjusted Diluted EPS

  10. Slide 10: Delivering Significant Value to Brady Shareholders

    Delivering Significant Value to Brady Shareholders Attractive Consistent Enhanced Strong Growth with Strategic Financial Balance Sheet Platform Priorities Profile  Adds new, attractive &  Expands into new  Enhances Brady’s  Expect to deleverage to scalable growth avenues adjacencies forming end-

  11. Slide 11: APPENDIX – NON-GAAP FINANCIAL MEASURES

    APPENDIX – NON-GAAP FINANCIAL MEASURES Adjusted Diluted EPS and the ratio of net debt to EBITDA are non-GAAP measures. We believe that these non-GAAP financial measures are useful measures for providing investors with additional information to understand and compare our operating results across acco

  12. Slide 12: Contacts

    Contacts Investors: Ann Thornton Chief Financial Officer & Treasurer ann_thornton@bradycorp.com 414-438-6887 Media: Kate Venne Senior Director, Corporate Communications kate_venne@bradycorp.com 414-469-2768 12

  13. Slide 13: About Brady Corporation

    13 Title Arial Black 28.5 pts. About Brady Corporation Subhead / Body Arial Bold 16 pts.: Brady (NYSE: BRC), is a global manufacturer and supplier of identification solutions and workplace First Level Bullet Arial Regular 14 pts. safety products that identify and protect premises, products and peopl

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