Core Insights - Graco Inc.'s fourth-quarter 2025 adjusted earnings were 77 cents per share, matching the Zacks Consensus Estimate, with a year-over-year increase of 20% [1][10] - The company's net sales reached $593.2 million, exceeding the consensus estimate of $585 million, and reflecting an 8% year-over-year growth driven by acquisitions and sales growth across various regions [1][10] Sales Performance - Sales from the Americas increased by 5% year over year, while Europe, the Middle East, and Africa (EMEA) saw a 15% increase, and Asia Pacific sales rose by 11% year over year [2] - The Contractor segment generated net sales of $265.5 million, accounting for 44.8% of total sales, with an 8% year-over-year increase [4] - The Industrial segment reported net sales of $284.3 million, contributing 47.9% to total sales, marking an 11% year-over-year increase [5] - The Expansion Markets segment had net sales of $43.4 million, representing 7.3% of total sales, but experienced a 6% year-over-year decline [6] Margin and Income - Graco's cost of sales rose by 6.3% year over year to $286.5 million, while gross profit increased by 9.8% to $306.5 million, resulting in a gross margin of 51.7%, up 80 basis points year over year [7] - Operating income increased by 22% year over year to $158.6 million, with the operating margin rising by 300 basis points to 26.7% [8] Financial Position - At the end of the fourth quarter, Graco had cash and cash equivalents of $624.1 million, down from $675.3 million at the end of 2024 [9] - The company generated net cash of $683.6 million from operating activities in 2025, compared to $621.7 million in the previous year [9] - Graco paid out dividends totaling $183.4 million, a 6.6% increase from the previous year, and repurchased shares worth $423.1 million [11] Future Outlook - For 2026, the company anticipates organic sales growth in the low single digits on a constant-currency basis, with overall sales expected to grow in the mid-single digits, including acquisitions [12]

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Earnings Per Share (EPS) matched the Zacks Consensus Estimate at $0.77, marking an increase from the previous year's $0.64.Revenue for the quarter was $593.2 million, surpassing estimates and showing an 8% increase year-over-year.Financial health is strong with a P/E ratio of 28.87, a debt-to-equity ratio of 0.024, and a current ratio of 3.18.Graco Inc. (NYSE:GGG) is a prominent player in the manufacturing sector, specifically within the General Industrial industry. The company is known for its innovative f ...

Core Insights - Graco Inc. reported revenue of $593.2 million for the quarter ended December 2025, reflecting an 8.1% increase year-over-year and a surprise of +1.39% over the Zacks Consensus Estimate of $585.09 million [1] - The company's EPS for the quarter was $0.77, up from $0.64 in the same quarter last year, although it represented a slight miss of -0.52% against the consensus estimate [1] Financial Performance Metrics - Net sales in Expansion Markets were $43.4 million, below the four-analyst average estimate of $47.21 million [4] - Net Sales for Contractors reached $265.46 million, compared to the average estimate of $271 million, marking a year-over-year increase of +7.5% [4] - Industrial net sales were reported at $284.29 million, exceeding the average estimate of $266.68 million, with a significant year-over-year change of +71.6% [4] - Operating earnings for the Industrial segment were $91.89 million, surpassing the average estimate of $88.39 million [4] - Operating earnings for Expansion Markets were $12.21 million, compared to the average estimate of $10.25 million [4] - Unallocated corporate expenses were reported at -$10.54 million, slightly better than the average estimate of -$10.88 million [4] - Contractor operating earnings were $65.02 million, below the average estimate of $71.05 million [4] Stock Performance - Graco's shares have returned +3.8% over the past month, outperforming the Zacks S&P 500 composite's +0.2% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Insights - Graco Inc. reported quarterly earnings of $0.77 per share, matching the Zacks Consensus Estimate, and showing an increase from $0.64 per share a year ago, with an earnings surprise of -0.52% [1] - The company achieved revenues of $593.2 million for the quarter ended December 2025, exceeding the Zacks Consensus Estimate by 1.39%, and up from $548.67 million year-over-year [2] - Graco's stock has increased by approximately 5.6% since the beginning of the year, outperforming the S&P 500's gain of 1% [3] Earnings Outlook - The future performance of Graco's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.73 on revenues of $545.65 million, and for the current fiscal year, it is $3.17 on revenues of $2.32 billion [7] Industry Context - The Manufacturing - General Industrial industry, to which Graco belongs, is currently ranked in the top 40% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - The correlation between near-term stock movements and earnings estimate revisions suggests that tracking these revisions can provide insights into stock performance [5]

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Financial Performance - Net sales for Q4 2025 increased by 8% to $593.2 million compared to $548.7 million in Q4 2024, while full-year net sales rose by 6% to $2,236.6 million from $2,113.3 million[2]. - Operating earnings for Q4 2025 were $158.6 million, a 22% increase from $130.0 million in Q4 2024, and full-year operating earnings increased by 10% to $624.8 million from $570.1 million[2]. - Net earnings for Q4 2025 rose by 22% to $132.5 million, compared to $108.7 million in Q4 2024, with full-year net earnings increasing by 7% to $521.8 million from $486.1 million[2]. - Adjusted net earnings for the twelve months ended December 27, 2025, were $498.8 million, up from $477.1 million in 2024, indicating a growth of 4.0%[26]. - The diluted earnings per share for the twelve months ended December 27, 2025, were $3.08, compared to $2.82 in 2024, marking an increase of 9.2%[26]. - Operating earnings for the twelve months ended December 26, 2025, were $624.797 million, up from $570.098 million in 2024, reflecting a 9.6% year-over-year growth[28]. - Net earnings for the year ended December 26, 2025, were $521.839 million, compared to $486.084 million in 2024, representing a 7.4% increase[31]. Sales Growth - The Contractor segment achieved an 8% increase in net sales for Q4 2025, while the Industrial segment saw an 11% increase, contributing to overall growth[10]. - Acquired operations contributed $21 million to Q4 sales growth and $113 million for the full year, with currency translation effects adding $11 million for Q4 and $13 million for the year[5]. - Total net sales for the three months ended December 26, 2025, reached $593.156 million, a 8.1% increase from $548.672 million for the same period in 2024[28]. Profitability Metrics - The gross profit margin rate increased by approximately 1 percentage point for Q4 2025, driven by price realization that offset higher product costs, while it decreased by 1 percentage point for the full year[6]. - Gross profit for the twelve months ended December 27, 2025, was $1,173.2 million, compared to $1,122.5 million in 2024, showing an increase of 4.5%[26]. - Operating expenses decreased by 1% for both Q4 and the full year, with litigation and business reorganization costs from the previous year not repeating[7]. Taxation - The effective income tax rate was 19% for both Q4 and the full year, with an adjusted effective income tax rate of 21% for Q4 and 20% for the year, remaining flat compared to the previous year[9]. - The effective income tax rate as reported for the twelve months ended December 27, 2025, was 18.6%, slightly up from 17.5% in 2024[26]. Future Outlook - For 2026, the company is guiding low single-digit organic sales growth on a constant-currency basis and mid-single-digit sales growth including acquisitions[16]. - The company remains optimistic about its acquisition pipeline and plans to focus on product innovation and strategic acquisitions in its 100th year[15]. Cash Flow and Investments - Cash and cash equivalents at the end of the year decreased to $624.083 million from $675.336 million, a decline of 7.6%[31]. - Cash flows from operating activities for the year were $683.591 million, an increase from $621.700 million in 2024, reflecting a 9.9% growth[31]. - The company invested $135.262 million in acquisitions during the year, compared to $241.767 million in 2024, indicating a strategic shift in investment focus[31]. - Common stock repurchased amounted to $423.108 million, significantly higher than $31.350 million in the previous year, reflecting a strong commitment to returning value to shareholders[31]. Assets and Liabilities - The company reported a significant increase in goodwill, rising to $585.304 million from $487.468 million, indicating growth through acquisitions[30]. - Total assets increased to $3,274.270 million in 2025 from $3,139.212 million in 2024, marking a growth of 4.3%[30]. - The company’s total current liabilities rose to $467.261 million in 2025, up from $405.808 million in 2024, an increase of 15.1%[30]. Investor Engagement - The company plans to hold a conference call on January 27, 2026, to discuss fourth quarter results, indicating ongoing engagement with investors[22]. Risk Factors - The company emphasizes the importance of various risk factors that could impact future results, including demand fluctuations and inflationary pressures[20].

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Core Insights - Analysts project Graco Inc. (GGG) will report quarterly earnings of $0.77 per share, reflecting a 20.3% year-over-year increase [1] - Revenue is expected to reach $585.09 million, marking a 6.6% increase from the same quarter last year [1] - There have been no revisions in the consensus EPS estimate over the last 30 days, indicating stability in analysts' forecasts [1] Revenue Estimates - 'Net Sales- Contractor' is projected to be $271.00 million, representing a 9.8% increase year-over-year [4] - 'Net Sales- Industrial' is estimated to reach $266.68 million, indicating a significant year-over-year change of 61% [4] Earnings Estimates - 'Operating earnings /(loss)- Industrial' is forecasted to be $88.39 million, up from $51.61 million reported in the same quarter last year [4] - 'Operating earnings /(loss)- Contractor' is expected to reach $71.05 million, compared to $48.59 million in the same quarter of the previous year [5] Stock Performance - Over the past month, Graco shares have returned +1.7%, while the Zacks S&P 500 composite has seen a -0.4% change [5] - Graco holds a Zacks Rank 3 (Hold), suggesting its performance will likely align with the overall market in the upcoming period [5]

Core Viewpoint - Graco Inc. is set to release its Fourth Quarter 2025 earnings on January 26, 2026, after the market closes, indicating a scheduled financial disclosure for stakeholders [1] Earnings Announcement - The earnings announcement will be available on the company's investor relations website at investors.graco.com [1] - A conference call will be held by Graco management on January 27, 2026, at 11 a.m. EST / 10 a.m. CST to discuss the results with analysts and institutional investors [1]