财务表现 - 公司在2023财年的净销售额为13.32亿美元，较2022财年增长2.3%[44] - 2023财年毛利率为49.4%，较2022财年提高了0.9个百分点[44] - 2023财年营业利润为2.25213亿美元，较2022财年增长16.9%[44] - 2023财年净利润为1.74857亿美元，较2022财年增长16.9%[47] - 公司在2023财年实现了销售增长，美洲和亚洲地区有机销售增长为4.4%，欧洲和澳大利亚地区有机销售增长为7.6%[50] - 2023财年公司的净销售额为888.9百万美元，同比增长3.2%[51] - 欧洲和澳大利亚地区在2023财年有机销售增长为7.6%，销售额为443.0百万美元[52] - 公司2023财年经营活动现金流为2.09亿美元，较2022财年增长[57] - 公司2023财年净销售额同比增长3.2%，净销售额为888.9百万美元[51] - 公司相信其现金流和借款能力足以满足未来12个月及更长时间内的工作资本、资本支出、研发、股票回购和股利支付需求[56] 税务风险评估 - 公司对未来税务风险进行了评估，未确认税务负债为2090万美元和2060万美元[65] 资产评估 - 公司对递延税资产进行了估值准备，分别为5280万美元和4730万美元[66] - 公司对商誉和其他无限期无形资产进行了评估，采用贴现现金流量模型和市场方法进行估值[67] - 公司对其他无限期无形资产进行了减值测试，所有无限期无形资产的公允价值均高于账面价值[68] 外汇风险管理 - 公司通过外汇远期合约进行外汇风险管理，截至2023年7月31日，未到期外汇远期合约的名义金额为3970万美元[70] - 公司的外汇翻译调整在2023年7月31日和2022年7月31日分别为有利1600万美元和不利5340万美元[71] - 公司的外国子公司净流动资产面临外汇翻译风险，可能受到外汇汇率变动的影响[71] 利率风险管理 - 公司通过利率风险管理计划管理固定和浮动利率敞口，截至2023年7月31日，公司没有利率衍生工具和固定利率债务[72]

Conference Call Participants I would now like to hand the call over to Chief Financial Officer, Ann Thornton. Please go ahead. IÂ'll now turn the call over to BradyÂ's President and Chief Executive Officer, Russell Shaller. Russell? The second printer is the M611 which is another significant update to one of our portable printers. Some of the unique features of this printer is that it allows the customer to store more than 1,000 different types of labels on the printer itself and its military grade shock re ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR For the Transition Period from to Commission File Number 1-14959 Securities registered pursuant to Section 12(b) of the Act: Large accelerated filer ☑ Accelerated filer ☐ Emerging growth company ☐ Non-accelerated filer ☐ Smaller reporting company ☐ Indicate by check mark whether the registrant is a shell company (as defined in Ru ...

Russell Shaller Many of our investors have become accustomed to our IDS Solutions business and our Workplace Safety business segments. We believe in being as transparent as possible so in our future earnings releases, as we talk about how our geographic regions performed, we will also explain how the underlying businesses in IDS and WPS performed within their geographic segment. Russell Shaller Russell Shaller They've been remarkably strong and continue to grow. So that will be – and I'm going to say what's ...

净销售额和毛利率 - 公司在2023财年第一季度和第二季度的净销售额分别为3.26249亿美元和6.48818亿美元，同比增长2.6%和1.5%[33] - 公司在2023财年第一季度和第二季度的毛利率分别为48.0%和48.0%，同比增长4.7%和2.4%[33][34] 研发费用 - 研发费用在2023财年第一季度和第二季度分别为1537.7万美元和2930万美元，同比增长10.1%和5.2%[34][35] 不同部门净销售额 - 公司在2023年1月31日的三个月内，IDS部门的净销售额增长了4.4%，达到2.557亿美元，主要受有机销售增长7.4%的影响[41] - 公司在2023年1月31日的三个月内，WPS部门的净销售额下降了3.4%，达到7060万美元，主要受有机销售增长2.8%的影响[43] - 公司在2023年1月31日的六个月内，WPS部门的净销售额下降了6.3%，达到1.368亿美元，主要受有机销售增长2.0%的影响[44] 数字销售增长 - 公司在2023年1月31日的三个月内，WPS部门的净数字销售增长约为12%[44] - 公司在2023年1月31日的六个月内，WPS部门的净数字销售增长约为13%[44] 现金流 - 公司在2023年1月31日的六个月内，净现金流从经营活动中提供的现金为5738.4万美元，较去年同期的2432.8万美元有所增长[46] - 公司在2023年1月31日的六个月内，净现金流用于投资活动为8156万美元，较去年同期的16381万美元有所减少[46] - 公司在2023年1月31日的六个月内，净现金流用于融资活动为5712.8万美元，较去年同期的450.5万美元有所增加[46] 不确定性和挑战 - 公司未来面临的不确定性主要包括原材料、劳动力和运费成本增加，原材料短缺和供应链中断[52] - 公司需应对新冠疫情等因素可能带来的不利影响[52] - 公司需有效竞争，成功执行战略，开发满足客户需求的技术先进产品[52]

Brady Corporation (NYSE:BRC) Q1 2023 Earnings Conference Call November 17, 2022 10:30 AM ET Company Participants Ann Thornton - Chief Accounting Officer Russell Shaller - Present and Chief Executive Officer Aaron Pearce - Chief Financial Officer Conference Call Participants Cashen Keeler - Bank of America Securities Steve Ferazani - Sidoti Keith Housum - Northcoast Research Operator Good day and thank you for standing by. Welcome to the Q1 2023 Brady Corporation Earnings Conference Call. [Operator Instructi ...

Table of Contents Title of each class Trading Symbol Name of each exchange on which registered Class A Nonvoting Common Stock, par value $0.01 per share BRC New York Stock Exchange Non-accelerated filer ☐ Smaller reporting company ☐ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended October 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE ...

Brady Corporation (NYSE:BRC) Q4 2022 Earnings Conference Call September 1, 2022 10:30 AM ET Corporate Participants Ann Thornton - Chief Accounting Officer Russell Shaller - Chief Executive Officer Aaron Pearce - Chief Financial Officer Conference Call Participants Cashen Keeler - Bank of America Keith Housum - North Coast Research Steve Ferazani - Sidoti Operator Good day and thank you for standing by. Welcome to Q4 2022 Brady Corporation Earnings Conference Call. At this time, all participants are in a lis ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended July 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-14959 BRADY CORPORATION (Exact name of registrant as specified in charter) Wisconsin 39-0178960 (State or other jurisdiction of inco ...

Brady Corporation (NYSE:BRC) Q3 2022 Earnings Conference Call May 26, 2022 10:30 AM ET Company Participants Ann Thornton - CAO Russell Shaller - CEO Aaron Pearce - CFO Conference Call Participants Cashen Keeler - BofA Steve Ferazani - Sidoti Mike McGinn - Wells Fargo Keith Housum - North Coast Research Operator Good day, and thank you for standing by. Welcome to the Brady Corporation Third Quarter 2022 Earnings Conference Call. At this time, all participants are in a listen-only mode. After the speakers pre ...