Brady第四财季小幅超预期但2027财年EPS指引中点低于一致预期

Brady press release (BRC): Q4 Non-GAAP EPS of $1.48 beats by $0.01 . Revenue of $436.9M (+10.0% Y/Y) beats by $8.99M . Fiscal 2027 Guidance:The Company expects Adjusted Diluted EPS* for the year ending July 31, 2027 to range from $6.25 to $6.75 per share (vs. consensus of $6.56 ) , which represents a range of growth of between 18.1 percent to 27.6 percent compared to 2026. The Company expects approximately $0.80 Adjusted Diluted EPS* accretion from the IPS segment, net of the cost of financing the transaction, with the majority of the contribution in the second half of the fiscal year as the business is integrated. The Company expects revenue from the IDS segment to grow approximately 5 percent organically, and expects the IPS segment to contribute revenue of approximately $1.15 billion for the year ending July 31, 2027. Segment profit as a percentage of sales is expected to be approximately 20 percent within the IDS segment, and is expected to be in the low-double digits within the IPS segment. Other elements of the Company’s 2027 guidance include depreciation expense of approximately $45 million, capital expenditures of approximately $40 million, and a full-year income tax rate of approximately 21 percent. Fiscal 2027 guidance is based upon foreign currency exchange rates as of July 31, 2026, and assumes continued economic growth.