Graco Q4 sales rise 8%, slightly beat estimates

Graco

26/01/2026 21:18

Overview

Fluid management firm's Q4 revenue rose 8%, slightly beating analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Adjusted net earnings for Q4 slightly missed analyst expectations

Outlook

Graco expects low single-digit organic sales growth for 2026 on a constant-currency basis

Company anticipates mid-single-digit sales growth in 2026 including acquisitions

Graco optimistic about acquisition opportunities and strategic initiatives in 2026

Result Drivers

SEGMENT GROWTH - Contractor and Industrial segments drove Q4 sales growth, with Contractor achieving organic growth in all regions and Industrial seeing strength in the Americas and EMEA

ACQUISITIONS - Acquired operations contributed 4 percentage points to Q4 sales growth, aiding overall revenue increase

PRICE REALIZATION - Price realization improved gross profit margin by 1 percentage point in Q4, offsetting higher product costs

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Slight Beat*
$593.20 mln
$589.78 mln (10 Analysts)
Q4 Adjusted EPS
Beat
$0.77
$0.76 (10 Analysts)
Q4 EPS
$0.79
Q4 Adjusted net earnings
Slight Miss*
$128.70 mln
$128.90 mln (8 Analysts)

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 6 "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 $90.00, about 4% above its January 23 closing price of $86.55

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

Press Release: ID:nBw1z1dM9a

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.)