BRC Brady Corporation

BULLISH Impact: 7/10 PRESS-RELEASE
Horizon months Filed Apr 20, 2026 Processed 1mo ago Wire GlobeNewswire
Press release: m_and_a
Latest settled — T+20d
BRC ▲ +1.89% at T+20d
LONG call ✓ call won +1.89% · α vs SPY -2.31% · entry $82.86 → $84.43
Next anchor: T+60d in 5w
Currently $76.44 · -7.75% from $82.86 entry
Entry anchored
Apr 20, 04:39 AM ET
via Databento tick
T+1d
+1.76%
call +1.76% · α +2.42%
$84.32
settled 7w ago
T+5d
-0.53%
call -0.53% · α -1.44%
$82.42
settled 6w ago
T+20d
+1.89%
call +1.89% · α -2.31%
$84.43
settled 23d ago
T+60d
call — · α —
in 5w

Price Chart

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Executive Summary

Brady Corporation (BRC) announced the acquisition of Honeywell's Productivity Solutions and Services (PSS) business for $1.4 billion in an all-cash deal, expanding its portfolio into mobile computing, barcode scanning, and workflow software. The transaction is expected to be immediately double-digit accretive to adjusted diluted EPS and adds scale in high-growth logistics, manufacturing, and warehousing markets.

Key Financial Metrics

Revenue
$1.1B
Deal Value
$1.4B

Actionable Insight

The acquisition significantly expands Brady’s presence in enterprise automation and data capture markets with immediate EPS accretion and a clear path to deleveraging. Traders should monitor integration execution and cross-selling progress in the combined customer base, particularly in logistics and retail verticals.

Key Facts

  • Brady Corporation is acquiring Honeywell's PSS business for $1.4 billion in cash.
  • PSS generated approximately $1.1 billion in sales in 2025 and has ~3,000 employees globally.
  • Transaction is expected to close in second half of 2026, subject to regulatory approvals.
  • Deal is immediately double-digit accretive to adjusted diluted EPS; $25M+ annual cost synergies targeted within three years.
  • Brady expects net debt-to-EBITDA of ~2.5x post-transaction, deleveraging to below 2.0x within two years.

Financial Impact

$1.4 billion acquisition price; $25 million in annual cost synergies; double-digit EPS accretion expected in first year

epsdebtrevenuesynergiescashFlow

Risk Factors

  • Regulatory approvals could delay or alter the transaction terms.
  • Failure to realize cost and revenue synergies within projected timeline.
  • Integration risks given cultural and operational differences between the two businesses.

Market Snapshot

Exchange
NYSE
Sector
Miscellaneous Manufacturing Industries

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

DocumentAccession Number
PRESS-RELEASE Data (Synthetic)press-3276860
7 reports for BRC
Performance horizon

Track record builds as more directional reports settle.

Filters
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Reports for BRC — sortable, filterable
Type Now
May 19, 2026
21d ago
Press Release
NEUTRAL ★ 2/10
$85.51 $86.11▲ +0.70%▼ −1.10%$76.44 (−10.61%)
May 18, 2026
22d ago
8-K
BULLISH ★ 7/10
$84.43 $87.78▲ +3.97%▲ +2.35%$76.44 (−9.46%)
May 18, 2026
22d ago
Press Release
MIXED ★ 7/10
$84.43 $87.78▲ +3.97%▲ +2.35%$76.44 (−9.46%)
May 13, 2026
27d ago
Press Release
NEUTRAL ★ 2/10
$73.24 $85.51▲ +16.75%▲ +16.89%$76.44 (+4.37%)
May 8, 2026
4w ago
8-K
NEUTRAL ★ 2/10
$78.33 $71.14▼ −9.18%▼ −10.64%$76.44 (−2.41%)
Apr 21, 2026
7w ago
8-K
BULLISH ★ 8/10
$85.61 $81.99▼ −4.23%▼ −4.28%$76.44 (−10.71%)
Apr 20, 2026
7w ago
Press Release
BULLISH ★ 7/10
$82.86 $82.42▼ −0.53%▼ −1.44%$76.44 (−7.75%)
Showing 7 of 7

US Market Status

Market Closed — Opens Thu (11h 13m)

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