Graco
Builds systems that precisely handle difficult fluids and powders across contractor and industrial applications.
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Profile
Builds equipment for moving, measuring, mixing, dispensing and spraying difficult fluids and powders across Contractor, Industrial and Expansion Markets. Sales flow mainly through independent distributors, with the Americas as the largest geographic base and product development plus acquisitions extending the platform into adjacent applications.
Designs and manufactures systems that move, measure, mix, control, dispense and spray fluids and powders. Contractor serves paint, texture, insulation and marking applications; Industrial covers finishing, adhesives, lubrication, process transfer and powder; Expansion Markets houses environmental, semiconductor, valve and motor businesses.
Most sales reach industrial and contractor users through independent third-party distributors. The Americas form the largest geographic base, with meaningful operations across EMEA and Asia Pacific. New-product development and targeted acquisitions extend the same material-handling core into adjacent applications and channels.
Engineering, manufacturing and customer-service capabilities are coordinated across regions around product reliability, quality and continuous improvement. Demand depends on end-market activity and distributor execution, while trade conditions, currencies and acquisition integration shape results across the global network.
Company facts
Key statistics
Year to date −4.1% · Average volume (30d) 1.6M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jul 24, 2026 | RBC Capital | Reiterate | Outperform | $92 | $96 | |
| Jul 24, 2026 | Robert W. Baird | Target | $92 | $94 | ||
| Jul 16, 2026 | RBC Capital | Reiterate | Outperform | $95 | $92 | |
| Jul 9, 2026 | Wolfe Research | Downgrade | Outperform | Peer Perform | ||
| Apr 24, 2026 | RBC Capital | Target | $100 | $95 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 22, 2026Q2 FY26 | $0.81 | $0.91 | +12.6% | $608.1M | $590.6M | −2.9% | +5.24% |
| Apr 22, 2026Q1 FY26 | $0.75 | $0.66 | −12.0% | $560.6M | $540.1M | −3.7% | −3.94% |
| Jan 26, 2026Q4 FY25 | $0.77 | $0.77 | 0.0% | $590.5M | $593.2M | +0.5% | +1.03% |
| Oct 22, 2025Q3 FY25 | $0.74 | $0.73 | −1.1% | $562.1M | $543.4M | −3.3% | +0.07% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $528.3M | $571.8M | $543.4M | $593.2M | $540.1M | $590.6M | |
| Gross profit | $277.7M | $299.5M | $289.2M | $306.7M | $280.6M | $316.9M | |
| Operating income | $144.0M | $157.5M | $150.7M | $158.6M | $137.8M | $175.1M | |
| Net income | $124.1M | $127.6M | $137.6M | $132.5M | $118.5M | $144.9M | |
| Diluted EPS | $0.72 | $0.76 | $0.82 | $0.79 | $0.70 | $0.86 | |
| Gross margin | 52.6% | 52.4% | 53.2% | 51.7% | 52.0% | 53.7% | |
| Operating margin | 27.3% | 27.5% | 27.7% | 26.7% | 25.5% | 29.6% |
Fiscal years (4-quarter sums)FY21 $1.99B · FY22 $2.14B · FY23 $2.20B · FY24 $2.11B · FY25 $2.24B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 26, 2026Cash & short-term investments $507.6M · Total debt $45.2M · Total assets $3.13B · Shareholders' equity $2.52B
Dividends
Raised for 37 straight years — most recently to $0.295 from $0.275 in Jan 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jul 20, 2026 | Jul 20 | Aug 5 | $0.295 | |
| Apr 13, 2026 | Apr 13 | May 6 | $0.295 | |
| Jan 16, 2026 | Jan 19 | Feb 4 | $0.295 | raised from $0.275 |
| Oct 20, 2025 | Oct 20 | Nov 5 | $0.275 | |
| Jul 21, 2025 | Jul 21 | Aug 6 | $0.275 | |
| Apr 14, 2025 | Apr 14 | May 7 | $0.275 | |
| Jan 17, 2025 | Jan 20 | Feb 5 | $0.275 | raised from $0.255 |
| Oct 21, 2024 | Oct 21 | Nov 6 | $0.255 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 161.95M · Float 160.28M · 99.0% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 18.47M | 11.40% | 13F | Aug 7, 2026 |
| State Street Corp | 8.14M | 5.03% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 8.05M | 4.97% | 13F | Aug 13, 2026 |
| Vanguard Capital Management LLC | 7.47M | 4.61% | 13F | Aug 13, 2026 |
| Geode Capital Management, LLC | 5.10M | 3.15% | 13F | Aug 12, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 3, 2026 | Eric Etchart | director | −3,218 | $80.01 |
| Apr 27, 2026 | Andrea Helen Simon | director | +1,240 | $80.53 |
| Feb 6, 2026 | Angela F. Wordell | officer: EVP, Chief Op and Supply Chain | −2,832 | $93.22 |
| Feb 4, 2026 | Timothy R. White | officer: Pres, Expansion Division | −1,469 | $90.70 |
| Feb 3, 2026 | J. Kevin Gilligan | director | −12,870 | $89.07 |
Peers
- Nordson
Direct overlap in industrial coating and precision dispensing
- Expand Energy
Sames portfolio rivals industrial spray and material application
- Ingersoll Rand
ARO pumps overlap in difficult-fluid transfer and lubrication
- IDEX
Engineered pumps and dispensers overlap across process niches
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Graco | $79.30 | +0.01% | $12.84B | 25.0 | 23.5 | 5.7 | +3.3% |
| Nordson | $324.59 | +0.01% | $18.09B | 32.8 | 25.8 | 6.1 | +10.3% |
| Expand Energy | $98.16 | 0.00% | $22.72B | 8.5 | 12.2 | 1.7 | −19.8% |
| Ingersoll Rand | $78.58 | +0.01% | $30.75B | 32.3 | 21.5 | 3.9 | +8.5% |
| IDEX | $230.28 | +0.05% | $16.98B | 33.1 | 25.2 | 4.7 | +6.4% |
| Median | 32.6 | 23.3 | 4.3 | +7.4% |