Graco Inc.
Graco Inc. Q2 FY26 Results — Earnings Call Analysis
Q2 FY26 earnings call: what management said on revenue, margins and capex.
What the Q2 FY26 call signalled
2 of 4 strong
The short version
- Graco forecasts low single-digit organic revenue growth on a constant currency basis for 2026. - Graco expects low single-digit organic revenue growth on a constant currency basis for the full year 2026.
From Graco Inc.'s Q2 FY26 earnings-call transcript · updated 30 May 2026.
Revenue & Sales Performance
- Graco forecasts low single-digit organic revenue growth on a constant currency basis for 2026.
- They expect mid-single-digit growth including acquisitions.
- Bookings were up low single digits in Q1, supporting the confidence in the full-year guidance.
- Backlog increased by $26 million in Q1 and by another $21 million into April, indicating strong order momentum.
- Industrial bookings showed mid-single-digit growth; Expansion Markets had high single-digit growth; Contractor segment was slightly down.
- Growth is expected from both internal projects meeting return thresholds and disciplined external M&A aimed at about 1/3 of 10% long-term top-line growth.
- New product launches in 2026 are expected to be similar to prior years, contributing modestly to growth.
2 more points from Graco Inc.'s call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- Capital expenditures for the full year 2026 are expected to be $90 million to $100 million.
- Approximately $50 million of this capex is allocated for facility expansion projects.
- The company plans to use cash for growth investments, prioritizing internal growth projects that meet return thresholds.
- External growth through disciplined M&A is a second priority, focused on deals that create shareholder value and meet return and integration criteria.
2 more points from Graco Inc.'s call on capex
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Fundraising & Capital Structure
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Order Book & Pipeline
- Bookings increased 3% at actual currency rates in the quarter, driving a nearly $26 million increase in backlog, primarily in the Industrial segment. (Page 2)
- Subsequent to the end of the quarter into April, another $21 million build in backlog was seen, supporting confidence in achieving the year's guidance. (Page 6)
- The backlog is expected to convert mostly in the second half of the year, with low risk of cancellations or slippage beyond that period. (Page 8)
- Powder finishing systems backlog and order conversion timing were noted as generally consistent and balanced across segments. (Page 6 & 9)
2 more points from Graco Inc.'s call on order book
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Potential multibaggers · Q2 FY27
This quarter's potential multibaggers
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Graco Inc. Q2 FY26 results?
- Graco forecasts low single-digit organic revenue growth on a constant currency basis for 2026. - Graco expects low single-digit organic revenue growth on a constant currency basis for the full year 2026.
What is Graco Inc. share price analysis?
Graco Inc. currently shows a neutral. The stock trades at a P/E of 24.9 with a market cap of $12,584. Investors should review the full earnings analysis for detailed insights.
Is Graco Inc. planning capital expenditure?
- Capital expenditures for the full year 2026 are expected to be $90 million to $100 million.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.