GRACO INC — Form 10-Q
Filed October 21, 2026 · analyzed by the Periodic Agent
10-Q
— Neutral
significance 28/100
What the filing says
Graco reported Q3 2026 net sales of $586.4M (up 8% YoY), with 4% organic growth and 4% from acquisitions. Operating earnings declined 10% to $148.1M (GAAP) due to absence of prior-year $14M contingent consideration gain; adjusted operating earnings rose 1% to $160.9M. Adjusted diluted EPS grew 5% to $0.81. Company repurchased $132M shares in Q3 ($463M YTD) and announced a license agreement with ABB to expand patented Transverse Flux Motor technology into data center cooling and thermal management applications. Q4 guidance: $610M–$640M revenue.
Why this rating
Solid operational execution (organic growth, margin resilience) offset by mature organic rates and routine M&A activity. Motor licensing deal is incremental; no material contract value disclosed. Relative to $14.6B market cap, $586M quarterly sales and acquisitions are normal-course. No trajectory shift.
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