Fluid spray maker Graco's Q3 profit misses on global construction market softness

Graco

22/10/2025 21:19

Overview

Graco Q3 revenue grows 5% but misses analyst expectations

Adjusted EPS for Q3 misses analyst expectations

Organic revenue declined due to softness in global construction markets

Outlook

Graco expects low single-digit sales growth for the full year on an organic, constant currency basis

Company sees steady order rates and momentum in pricing actions

Graco enters favorable year-over-year comparison period within Contractor segment

Result Drivers

ACQUISITIONS - Incremental sales from acquired operations contributed 6 percentage points of sales growth

PRICING ACTIONS - Strategic pricing actions began to gain traction, improving margin performance

MARKET EXPANSION - Encouraging growth in select end markets and geographies, particularly in Industrial and Expansion Markets segments

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Sales
Miss
$543.40 mln
$561.70 mln (10 Analysts)
Q3 Adjusted EPS
Miss
$0.73
$0.74 (10 Analysts)
Q3 EPS
$0.82
Q3 Adjusted net earnings
Miss
$122.80 mln
$124.30 mln (8 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 5 "strong buy" or "buy", 7 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the industrial machinery & equipment peer group is "buy."

Wall Street's median 12-month price target for Graco Inc is $91.00, about 7.8% above its October 21 closing price of $83.86

The stock recently traded at 27 times the next 12-month earnings vs. a P/E of 28 three months ago

Press Release: ID:nBw8f9mKba

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)