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Brady Corporation BRC Deferred Revenue

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Other financials

Income statement

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Revenue$435.2M+13.8%
Gross profit$225.5M+15.6%
Operating income$73.2M+9.0%
Net income$57.8M+10.6%
EPS (diluted)$1.21+11.0%

Balance sheet

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Cash & equivalents$175.5M+15.3%
Total debt$88.5M-45.2%
Total equity$1.3B+15.1%
Total assets$1.8B+7.9%

Cash flow

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Operating cash flow$78.2M+30.7%
CapEx$11.0M+159%
Free cash flow$67.2M+20.8%

Valuation

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Market cap$4.63B+38.2%
Enterprise value$4.54B+36.3%
P/E22.1×+4.4×
P/S2.9×+0.6×

Profitability

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Gross margin51.1%+0.6pp
Operating margin16.2%-0.5pp
Net margin12.9%-0.4pp
FCF margin11.2%-1.0pp

Returns & leverage

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Return on equity16.7%-1.1pp
Debt / equity0.1×-0.1×
Current ratio+0.1×

Where this comes from

Reported directly by Brady Corporation in its filing.

Tagged under the XBRL concept us-gaap:DeferredRevenue.

The source filing: Brady Corporation’s 10-Q, filed May 18, 2026.

Filed
May 18, 2026, 7:06 AM EDT
Fiscal quarter
Q3 FY2026
Calendar quarter
Q2 2026
Accession
0000746598-26-000020

The Company records deferred revenue for payments received in advance for certain software and services. These amounts are classified as contract liabilities and recognized as revenue over the service period. The balance of contract liabilities related to software and services was $11,423 and $9,246 as of April 30, 2026 and July 31, 2025, respectively. The Company recognized revenue of $1,714 and $1,204 during the three months ended April 30, 2026 and 2025, respectively, and $6,740 and $4,934 during the nine months ended April 30, 2026 and 2025, respectively, which was previously included in the beginning balance of deferred revenue as of July 31, 2025 and July 31, 2024.

Item 1. Financial Statements (Unaudited)

FAQ

What is Brady Corporation's deferred revenue?
Brady Corporation (BRC) reported deferred revenue of $11.42M in Q1 2026.
What does deferred revenue mean?
Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.

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