BRC Brady Corp. -

Brady Corp. engages in the manufacture and market of specialty materials and identification solutions that determines and protects premises, products, and people. The firm operates through the Identification Solutions (IDS) and Workplace Safety (WPS) segments. The IDS segment offers industrial and healthcare identification products. The WPS segment offers compliance products, which are sold under multiple brand names through catalogue and digital to a range of maintenance, repair, and operations customers. Its solutions include Brady LINK360 Software, Brady CenSys, and Brady SmartID Aerospace. The company was founded by William H. Brady Jr. in 1914 and is headquartered in Milwaukee, WI.

Company profile

Ticker

BRC

Exchange

NYSE

Website

www.bradyid.com

CEO

J. Michael Nauman

Incorporated

Wisconsin

Location

Wisconsin

Fiscal year end

Jul 31

Sector

Producer Manufacturing > Miscellaneous Manufacturing

Industry (SIC)

Miscellaneous Manufacturing Industries

Hillenbrand • Array • Jason Industries • Daktronics • PlayAGS • Summer Infant • Amcor • TRANS LUX • Dogness • VirTra ...

Former names

BRADY W H CO

SEC CIK

0000746598

Corporate docs

Articles of Incorporation & Bylaws

IRS number

390178960

BRC stock data

S&P 500

1M 1Y 2Y 5Y

Calendar

19 Nov 20

2 Dec 20

31 Jul 21

News

Financial summary

Financial statements Chart BRC financial data

Quarter (USD)	Oct 20	Apr 20	Jan 20	Oct 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Jul 20	Jul 19	Jul 18	Jul 17
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Recent insider trades

BRC insider ownership history Insider history

Date	Owner	Security	Transaction	Code	10b5-1	$Price	#Shares	$Value	#Remaining
23 Nov 20	Bruno Elizabeth P	Class A Common Stock (Elizabeth Bruno GST Non-Exempt Trust)	Sell	Dispose S	No	45.54	20,000	910.8K	736,296
13 Oct 20	Richardson Bradley C	Class A Common Stock	Grant	Aquire A	No	41.32	666	27.52K	57,826
13 Oct 20	Williams Michelle Elizabeth	Class A Common Stock	Grant	Aquire A	No	41.32	497	20.54K	10,201
13 Oct 20	Allender Patrick W	Class A Common Stock	Grant	Aquire A	No	41.32	636	26.28K	72,336
13 Oct 20	Goodkind Conrad G	Class A Common Stock	Grant	Aquire A	No	41.32	826	34.13K	84,538

Data from 3, 4 and 5 filings. Stock values as filed, not updated for current price.

Institutional ownership Q3 2020

BRC institutional ownership history Ownership history

81.9% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	178	186	-4.3%
Opened positions	18	33	-45.5%
Closed positions	26	18	+44.4%
Increased positions	63	40	+57.5%
Reduced positions	72	89	-19.1%

13F shares	Current	Prev Q	Change
Total value	4.4B	4.55B	-3.2%
Total shares	39.66M	40.17M	-1.3%
Total puts	20.71K	0	NEW
Total calls	0	0
Total put/call ratio	Infinity	–	–

Largest owners	Shares	Value	Change
BLK Blackrock	7.07M	$282.76M	-3.0%
Vanguard	5.01M	$200.45M	-7.6%
STT State Street	3.47M	$138.73M	-2.8%
JHG Janus Henderson	2.43M	$97.28M	+4.9%
JPM JPMorgan Chase & Co.	2.2M	$87.26M	+1.2%
Renaissance Technologies	2.17M	$86.81M	-1.1%
Dimensional Fund Advisors	1.45M	$58.19M	-3.7%
TROW T. Rowe Price	958.14K	$38.35M	+13.1%
GS Goldman Sachs	870.92K	$34.86M	-2.8%
Vaughan Nelson Investment Management	812.19K	$32.5M	-21.6%

Largest transactions	Shares	Bought/sold	Change
Vanguard	5.01M	-409.06K	-7.6%
Vaughan Nelson Investment Management	812.19K	-223.91K	-21.6%
BLK Blackrock	7.07M	-221.19K	-3.0%
Robeco Institutional Asset Management B.V.	84.72K	-215.14K	-71.7%
MS Morgan Stanley	419.91K	+196.86K	+88.3%
Marshall Wace	174.67K	+174.67K	NEW
Redwood Investments	322.92K	+140.57K	+77.1%
Burney	0	-132.97K	EXIT
JHG Janus Henderson	2.43M	+114.42K	+4.9%
TROW T. Rowe Price	958.14K	+110.86K	+13.1%

Data from 13F filings. Stock values as filed, not updated for current price. Long positions only.

Financial report summary

Competition

Intermec • Lumonall

Risks

Our results of operations have been and will in the future be adversely impacted by the COVID-19 pandemic or other pandemics, and the duration and extent to which it will impact our business and financial results remains uncertain.

Management Discussion

References in this Form 10-Q to “organic sales” refer to sales calculated in accordance with GAAP, excluding the impact of foreign currency translation. The Company's organic sales disclosures exclude the effects of foreign currency translation as foreign currency translation is subject to volatility that can obscure underlying business trends. Management believes that the non-GAAP financial measure of organic sales is meaningful to investors as it provides them with useful information to aid in identifying underlying sales trends in our businesses and facilitating comparisons of our sales performance with prior periods.
Net sales for the three months ended October 31, 2020, decreased 3.4% to $277.2 million, compared to $286.9 million in the same period in the prior year. The decrease consisted of an organic sales decline of 4.9% and an increase from foreign currency translation of 1.5%. Organic sales declined 8.4% in the IDS segment and grew 5.5% in the WPS segment during the three months ended October 31, 2020, compared to the same period in the prior year.
The COVID-19 pandemic had a significant impact on organic sales during the three months ended October 31, 2020, with the impact varying between the IDS and WPS segments. The IDS segment realized reduced demand across all major product lines, while the WPS segment realized increased demand globally for personal protective equipment and other pandemic-related safety and identification products during this same period.

Content analysis ?

Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability	H.S. junior Avg

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From filing 10-Q 2021 Q1