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Brady Corporation (BRC) M&A Call Transcript

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⚡ Quantum Brief
Brady Corporation announced plans to acquire Honeywell’s Productivity Solutions and Services business, a $1.2 billion deal expanding its industrial identification and workplace safety portfolio. The acquisition, revealed in an April 2026 conference call, aligns with Brady’s strategy to strengthen its high-margin solutions in automation, data capture, and workflow optimization. CEO Russell Shaller emphasized the deal’s potential to accelerate growth in key verticals, including manufacturing, healthcare, and logistics, leveraging Honeywell’s established customer base and technology. CFO Ann Thornton highlighted financial expectations, noting the transaction’s anticipated closure by late 2026, subject to regulatory approvals and customary closing conditions. Analysts questioned integration plans and synergies, with leadership stressing operational efficiencies and cross-selling opportunities as primary drivers of long-term value.
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Brady Corporation (BRC) M&A Call Transcript

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SA Transcripts159.36K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Brady Corporation (BRC) M&A Call April 20, 2026 8:30 AM EDT Company Participants Ann Thornton - CFO, Chief Accounting Officer & TreasurerRussell Shaller - President, CEO & Director Conference Call Participants Keith Housum - Northcoast Research Partners, LLCSteve Ferazani - Sidoti & Company, LLC Presentation Operator Good day, and thank you for standing by. Welcome to the Brady Corporation Acquisition Announcement Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded. I would now like to hand the conference over to your speaker today, Ann Thornton, CFO. Ma'am, please go ahead. Ann ThorntonCFO, Chief Accounting Officer & Treasurer Thank you. Good morning, and thanks, everyone, for joining us. This morning, we would like to take the opportunity to explain an exciting moment for Brady, which is our announcement of our planned acquisition of Honeywell's Productivity Solutions and Services business. The slides for this morning's call are located on our website at www.bradycorp.com/investors. Please note that during this call, we may make comments about forward-looking information. Words such as expect, will, may, believe, forecast and anticipate are just a few examples of words identifying a forward-looking statement. It's important to note that forward-looking information is subject to various risk factors and uncertainties, which could significantly impact expected results. Risk factors were identified in our press release regarding the transaction issued today and in our investor deck, each of which are included on our website and in Brady's fiscal 2025 Form 10-K, which was filed with the SEC in September of 2025. Also, please note that this teleconference is copyrighted by Brady Corporation and may not be rebroadcast without the consent of Brady. We will be recording this call and broadcasting it on the Internet. As such, your participation in the Q&A session will constitute your consent to

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Source: Seeking Alpha