MINNEAPOLIS--(BUSINESS WIRE)--Graco Inc., a global leader in fluid and powder handling technologies, is helping heavy equipment dealers and owners more accurately track and bill maintenance fluids dispensed in the field with its new Pulse® Mobile™ fluid management system. Introduced this week at the CONEXPO 2026 show in Las Vegas, Pulse Mobile is the industry's first wirelessly connected and automated fluid-tracking solution for field service. In industries like mining, construction and logging. ...

Core Viewpoint - Graco Inc. has appointed Sanjiv Gupta as the new Chief Financial Officer and Treasurer, effective April 15, 2026, succeeding David M. Lowe, who is retiring after over thirty years with the company [1] Group 1: Leadership Changes - Sanjiv Gupta will take over the CFO and Treasurer role at Graco Inc. [1] - David M. Lowe, the current CFO, has announced his retirement after a career spanning more than thirty years with Graco [1] Group 2: Background of New CFO - Sanjiv Gupta has over twenty years of experience at General Motors Company, where he held various finance and operational leadership roles [1]

Core Insights - Nordson Corporation's adjusted earnings for Q1 fiscal 2026 were $2.37 per share, exceeding the Zacks Consensus Estimate of $2.36, marking a 15% year-over-year increase [1][8] Quarterly Results of NDSN - Revenues for Nordson were $669 million, an 8.8% increase from the previous year, driven by the Industrial Precision Solutions segment and contributions from acquisitions, although it fell short of the consensus estimate of $651 million [2] - Organic sales rose by 6.5% year over year, while acquisitions/divestitures negatively impacted sales by 1.4%. Foreign currency translation positively affected sales by 3.7% [2] Regional Performance - Revenues from the Asia Pacific region reached $225.1 million, up 25.2% year over year. European revenues increased by 8.8% to $182.5 million, while revenues in the Americas decreased by 2.2% to $261.9 million [3] Segment Performance - Industrial Precision Solutions generated revenues of $326.9 million, an 8.8% increase year over year, contributing 48.8% to Nordson's total revenue [3] - Medical and Fluid Solutions reported revenues of $193.2 million, down 0.2% year over year, contributing 28.9% to total revenue. Organic sales increased by 2.7%, but acquisitions/divestitures decreased sales by 4.3% [4] - Advanced Technology Solutions saw sales of $149.4 million, a 23.1% increase year over year, with organic sales up 20.7% [5] Margin Profile - Cost of sales increased by 8.5% to $303.3 million, while gross profit rose by 9% to $366.1 million, resulting in a gross margin of 54.7%, up 10 basis points [6] - Selling and administrative expenses increased by 2.4% to $199.7 million. Adjusted EBITDA was $203 million, a 7.9% increase year over year, with an operating margin of 24.9%, up 200 basis points [7] Cash Flow and Balance Sheet - At the end of Q1 fiscal 2026, cash and cash equivalents were $120.4 million, up from $108.4 million at the end of fiscal 2025. Long-term debt increased to $1.94 billion from $1.68 billion [9] - Net cash generated from operating activities was $140.4 million, down 11.7% year over year, with capital expenditures totaling $17.5 million, down 18.2% [10] Dividends and Share Buyback - Nordson paid dividends of $45.8 million, a 2.7% increase from the previous year, and repurchased shares worth $86 million, up from $43.1 million [11] Outlook - For fiscal 2026, Nordson raised its sales guidance to $2.86-$2.96 billion and adjusted earnings to $11-$11.60 per share. For Q2 fiscal 2026, sales are expected to be between $710-$740 million, with adjusted earnings of $2.70-$2.90 per share [12]

of Newell Brands' global portfolio, made its...][More Releases From This Source]## Explore[Household, Consumer & Cosmetics][Retail][Household Products][Transportation, Trucking & Railroad][News Releases in Similar Topics]---- -- Graco® Launches Its First-Ever Rotating Infant Car Seat with Turn & Slide Technology [Accessibility Statement] Skip NavigationDesigned to reduce everyday strain, bring baby closer, and reimagine travel to make it easier, without compromising safety.ATLANTA, Feb. 18, 2026 /PRNewswire ...

Sales and Revenue - In 2025, the Contractor segment represented approximately 48% of total sales, while the Industrial segment accounted for about 45%[30][34]. - Sales in the Americas constituted approximately 60% of total sales, with EMEA at 24% and Asia Pacific at 16%[18]. - The Expansion Markets segment represented approximately 7% of total sales in 2025, focusing on pumps for the semiconductor industry and environmental monitoring equipment[40]. - The Industrial segment accounted for approximately 45% of total sales in 2025, focusing on equipment and solutions for various industries, with a majority of business outside North America[34]. Product Development and Innovation - Total product development expenditures were $82 million in 2025, averaging about 4% of sales over the last three years[27]. - The company has made significant investments in product innovation and market expansion, focusing on automation and data analytics[16][26]. - The company focuses on product innovation, with significant investments aimed at enhancing automation and configurability[26]. Acquisitions and Market Expansion - The company completed two acquisitions in 2025, enhancing product offerings in the Contractor and Industrial segments[14]. Manufacturing and Operations - Manufacturing capacity is sufficient for current demand, with significant expansion projects completed in the U.S., Switzerland, and Romania in 2024 and 2023[25]. - Manufacturing operations are primarily located in the U.S., with additional facilities in Switzerland, Italy, China, India, Belgium, and Romania[22]. - The company sources raw materials globally, primarily from the Asia Pacific region, to manage costs and ensure availability[41][42]. - The company actively manages supplier relationships and conducts risk assessments to address fluctuations in material prices and availability[42]. Employee Engagement and Culture - As of December 26, 2025, the company employed approximately 4,400 persons, with 1,900 employees based outside the U.S.[46]. - The company has a strong culture of employee engagement, with an average tenure of nearly 11 years for all employees[51]. - The average tenure of executive officers responsible for setting overall strategy is nearly 22 years, while the average tenure of all employees is nearly 11 years[51]. Health, Wellness, and Safety - The company’s Health, Wellness, and Safety program aims to reduce absenteeism and promote healthier lifestyle choices among employees[49]. - The company has a strong focus on health, wellness, and safety, prioritizing the prevention of occupational injuries and illnesses[49]. Compliance and Competition - Compliance with government regulations did not materially affect capital expenditures or earnings during the fiscal year ended December 26, 2025[45]. - The company faces competition from various U.S. and foreign companies, with a focus on product quality, innovation, and customer support to maintain competitiveness[44]. Community Engagement - The company emphasizes community engagement through the Graco Foundation, focusing on educational programs, workforce development, and youth development[53]. Intellectual Property - The company owns numerous patents and trademarks, which are material to its business, but is not materially dependent on any single patent or license[43].

Core Viewpoint - Graco has demonstrated a strong commitment to returning cash to shareholders through consistent dividend payments, achieving a 27-year track record with a 9.4% five-year compound annual growth rate in dividends, despite a modest current yield of 1.19% [1][2] Dividend Profile - Graco paid a quarterly dividend of $0.295 per share, marking a 7.3% year-over-year increase from $0.275 in Q1 2025 [1] - The company's payout ratio stands at 26.8%, indicating a sustainable dividend policy supported by strong cash flow [1] - Graco's dividend yield is lower than that of traditional income stocks, such as AT&T (4.05%) and Verizon (5.77%), but offers higher growth potential [1] Financial Foundation - Graco generated $683.6 million in operating cash flow in fiscal 2025, with a dividend payout of $183.4 million, resulting in a coverage ratio of 3.7x [1] - The company reported a net income of $521.8 million on revenue of $2.24 billion, achieving a net profit margin of 23.3% [1] - Free cash flow amounted to $637.9 million after capital expenditures, leaving $454.6 million available for shareholder returns [1] Peer Comparison - Compared to Bristol Myers Squibb, which has a higher yield of 4.09% but faces patent cliff concerns, Graco's strategy focuses on consistent dividend growth [1] - CVS Health maintained a dividend yield of 3.51% but lowered its cash flow guidance, highlighting the risks associated with high yields in challenging industries [1] - AbbVie and American Tower also provide higher yields but come with specific industry risks [1] Valuation and Total Return Context - Graco trades at 31x trailing earnings and 30x forward earnings, reflecting market confidence but limiting margin of safety for dividend investors [1] - The stock has delivered a total return of 13.45% over the past year and 16.66% year-to-date through February 12, 2026 [1] - An investor who purchased Graco five years ago has seen a stock price increase of 41.05% alongside steadily increasing dividends [1] Sustainability Verdict - Graco's dividend sustainability is supported by a low payout ratio, strong net margins, and minimal interest expenses, indicating a healthy balance sheet [1] - Management's outlook for Q4 2025 remains optimistic, suggesting confidence in future cash generation [2] - The company has the capacity and track record to continue its dividend growth strategy, appealing to dividend growth investors [2]

Group 1 - Newell Brands is implementing price cuts of up to 15% on its Rubbermaid food storage brand [1] - The company is also reducing prices on several core items within its baby-care portfolio, specifically Graco [1]

Core Insights - Graco Inc. (NYSE:GGG) is recognized as one of the top 15 Industrial Machinery and Supplies stocks favored by hedge funds, with a median 1-year price target of $93.67, indicating an upside potential of nearly 6% [1] Financial Performance - For Q4, Graco Inc. reported sales of $593 million and segment EBIT of $169 million, with a significant contribution from a one-time upfront license fee of approximately $5 million in its Expansion Markets segment [2] Growth Projections - The company's management anticipates organic growth in the low single digits for 2026, which could increase to mid-single digits when considering mergers and acquisitions. The organic growth forecasts do not include licensing revenues, which are expected to be volatile [3] Business Structure - Graco Inc. specializes in manufacturing fluid handling systems and equipment, structured into four segments: Industrial Products, Process, Lubrication, and Contractor. Their products serve various industries, including automotive, aerospace, chemical, and construction [4]

Core Viewpoint - Graco Inc. (GGG) is showing potential for a bullish breakout as it has reached a key support level and experienced a "golden cross" in its moving averages [1][2]. Technical Analysis - A "golden cross" occurs when a stock's short-term moving average (50-day) crosses above its long-term moving average (200-day), indicating a bullish trend [2]. - The formation of a golden cross involves three stages: a downtrend that bottoms out, the crossover of moving averages, and subsequent upward momentum [3]. Recent Performance - GGG has increased by 6% over the past four weeks, suggesting positive momentum [4]. - The company currently holds a 3 (Hold) rating on the Zacks Rank, indicating potential for further gains [4]. Earnings Outlook - There has been a positive shift in earnings estimates for GGG, with no downward revisions in the past two months and one upward revision, leading to an increase in the Zacks Consensus Estimate [4][6]. - This positive earnings outlook, combined with the technical indicators, suggests that GGG may be positioned for additional gains in the near future [6].

Core Viewpoint - RBC Capital analyst Deane Dray raised the price target on Graco (GGG) to $100 from $97 while maintaining an Outperform rating on the shares, indicating positive sentiment towards the company's performance and future prospects [1] Company Performance - Graco reported in-line Q4 results and provided an as-expected low-single-digit organic revenue guidance for 2026, suggesting stability in revenue expectations [1] - The underlying earnings quality and free cash flow of Graco were described as solid, reflecting the company's financial health [1] Industry Insights - Broader short-cycle industrial demand remains choppy, indicating variability in market conditions [1] - Positive inflection was noted in the home center/Contractor segment after 1.5 years of declines, suggesting a potential recovery in this area [1]