Analyst Consensus ?
ConsensusHold20 ratings
Bullish630.0%
Neutral1470.0%
Bearish00.0%
Graco Inc. · GGG · FY2025 Q3 · Calendar Q4 2025
Graco: Acquisition-led growth offsets a 2% organic sales decline
The supplied analysis supports a cautiously constructive view of Graco’s near-term operating trajectory: acquisition growth, pricing, product demand, and cash-flow strength offset a 2% organic sales decline. The case remains conditional on Contractor recovery, tariff recovery through pricing, and continued execution on integrations.
Reported After market closeNYSEIndustrials
$11.22B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.73
Consensus $0.74
EPS surprise
-1.1%
Reported versus consensus
Reported revenue
$543.4M
Consensus $562.1M
Revenue surprise
-3.3%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+0.1%
Event window
SPY move
+0.6%
Same window
Abnormal move
-0.5%
Stock minus SPY
Volume
2.1×
Versus trailing sessions
Subsequent drift
-2.4%
Up to 20 sessions
GGGSPY benchmark
Ask FN2 about GGG FY2025 Q3
Transcript, numbers and history already loaded
Why did GGG rise 0.1% after missing EPS estimates in FY2025 Q3?What changed in GGG's guidance and outlook in FY2025 Q3?Give me the bull and bear case for GGG after FY2025 Q3 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior quarter, the analysis describes a more confident management tone and stronger reported growth, but organic performance remained negative. Pricing shifted from a planned response to tariffs toward early evidence of cost offset, while the company added Corob integration, January price increases, and potential technology-focused M&A to its priorities.
Guidance delta
Full-year low-single-digit organic growth guidance was maintained.
Key takeaways
- Q3 revenue rose 5%, driven largely by acquisitions, while organic sales declined 2%.
- Tariff costs pressured margins, but management said Q3 pricing actions are beginning to offset higher costs.
- Protective coatings, liquid finishing, and vehicle-service demand were strong; Contractor remained pressured by housing affordability.
Management priorities
- Implement September and January price increases.
- Integrate Corob and Color Service while continuing One Graco efficiency work.
- Advance the Contractor product pipeline and pursue technology-focused M&A opportunities.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$66.99Current
$77Low
$90.17Average
$100High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 24, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| RBC Capital | Outperform | Outperform | Maintain | Oct 14, 2026 |
| DA Davidson | Neutral | Neutral | Maintain | Jul 27, 2026 |
| Wolfe Research | Peer Perform | Outperform | Downgrade | Jul 9, 2026 |
| Baird | Neutral | Neutral | Maintain | Apr 24, 2026 |
| Jefferies | Buy | Buy | Maintain | Jan 28, 2026 |
| Goldman Sachs | Neutral | Neutral | Maintain | Jul 10, 2023 |
| Seaport Global | Buy | Neutral | Upgrade | Feb 2, 2023 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Jun 9, 2022 |
| William Blair | Outperform | Market Perform | Upgrade | Dec 2, 2021 |
| B. Riley FBR | Neutral | Neutral | Maintain | May 5, 2018 |
| B. Riley Securities | Neutral | Neutral | Maintain | Jan 31, 2018 |
| Deutsche Bank | Buy | Hold | Upgrade | Jan 23, 2018 |
| Wunderlich Securities | Hold | Buy | Downgrade | Feb 1, 2017 |
| Wunderlich | Hold | Buy | Downgrade | Feb 1, 2017 |
| SunTrust Robinson Humphrey | Neutral | Buy | Downgrade | Apr 14, 2016 |
| Sidoti & Co. | Neutral | Buy | Downgrade | Apr 4, 2016 |
| BMO Capital | Market Perform | Market Perform | Maintain | Apr 24, 2015 |
| Oppenheimer | Outperform | Market Perform | Upgrade | Oct 13, 2014 |
| Janney Montgomery Scott | Neutral | Buy | Downgrade | Apr 15, 2013 |
| Janney Capital | Neutral | Buy | Downgrade | Apr 15, 2013 |
Named analyst price targets
Upside is calculated against the persisted current price $66.99. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| RBC Capital | Deane Dray | $96 | $79.58 | +43.3% | Jul 24, 2026 |
| Robert W. Baird | Analyst unavailable | $94 | $77.75 | +40.3% | Jul 24, 2026 |
| RBC Capital | Deane Dray | $92 | $75.5 | +37.3% | Jul 16, 2026 |
| RBC Capital | Deane Dray | $95 | $81.7 | +41.8% | Apr 24, 2026 |
| Robert W. Baird | Analyst unavailable | $92 | $82.18 | +37.3% | Apr 24, 2026 |
| Seaport Global | Analyst unavailable | $100 | $87.4 | +49.3% | Jan 29, 2026 |
| RBC Capital | Deane Dray | $100 | $87.65 | +49.3% | Jan 28, 2026 |
| Robert W. Baird | Analyst unavailable | $96 | $87.65 | +43.3% | Jan 28, 2026 |
| Robert W. Baird | Michael Halloran | $89 | $81.67 | +32.9% | Oct 24, 2025 |
| D.A. Davidson | Matt Summerville | $85 | $84.17 | +26.9% | Jan 31, 2025 |
| RBC Capital | Deane Dray | $97 | $83.74 | +44.8% | Jan 3, 2025 |
| RBC Capital | Deane Dray | $103 | $79.04 | +53.8% | Jun 27, 2024 |
| RBC Capital | Deane Dray | $110 | $91.19 | +64.2% | Apr 4, 2024 |
| RBC Capital | Analyst unavailable | $77 | $69.48 | +14.9% | Nov 14, 2022 |
| RBC Capital | Analyst unavailable | $79 | $63.27 | +17.9% | Apr 29, 2022 |
Track every rating change on GGG the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationGraco Inc., a Minneapolis, Minnesota-based company established in 1926, specializes globally in the engineering, production, and distribution of sophisticated systems and apparatus. These solutions are designed for the precise handling, measurement, regulation, discharge, and application of diverse fluid and powder materials worldwide. Within its Industrial segment, Graco provides specialized proportioning systems for applying polyurethane foam and polyurea coatings. This division also supplies machinery for the precise pumping, metering, mixing, and dispensing of sealants, adhesives, and composite materials. Further offerings include gel-coat equipment, chop and wet-out systems, resin transfer molding solutions, various applicators, and advanced precision dispensing tools. The segment's portfolio also encompasses liquid finishing equipment, paint circulation and supply pumps, sophisticated paint circulating control systems, and plural component coating proportioners.…
Historical context
All GGG earningsIndustrials peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| FIX Comfort Systems USA, Inc. | FY2026 Q3 · Calendar Q4 2026 | +8.2% | -8.5% | Comfort Systems USA: Strong Growth, Record Backlog, Margin Watchpoints |
| BE Bloom Energy Corporation | FY2026 Q3 · Calendar Q4 2026 | +36.0% | -8.7% | Bloom Energy Raises Outlook as AI Power Demand Drives Expansion |
| SNA Snap-on Incorporated | FY2026 Q3 · Calendar Q4 2026 | -5.9% | -3.4% | Snap-on: C&I strength offsets organic sales pressure in Q3 |
| HON Honeywell International Inc. | FY2026 Q3 · Calendar Q4 2026 | +4.6% | +1.7% | Honeywell Raises 2026 Outlook as Backlog and Forge Support Growth |
| LMT Lockheed Martin Corporation | FY2026 Q3 · Calendar Q4 2026 | +6.0% | +7.0% | Lockheed Martin: backlog and guidance rise, with execution risks |
| NSC Norfolk Southern Corporation | FY2026 Q3 · Calendar Q4 2026 | +4.6% | +3.1% | Norfolk Southern posts strong Q3 as capex outlook rises |
Latest beats and misses
Who reports nextBeat on EPS
- FIXFY2026 Q3 · October 22, 2026+8.2% EPS-8.5% move
- DECKFY2027 Q2 · October 22, 2026+13.4% EPS-0.2% move
- OMCFY2026 Q3 · October 22, 2026+2.2% EPS+2.6% move
- SSNCFY2026 Q3 · October 22, 2026+0.6% EPS+2.8% move
- BEFY2026 Q3 · October 22, 2026+36.0% EPS-8.7% move
- ROPFY2026 Q3 · October 22, 2026+1.7% EPS+9.7% move
Missed on EPS
- BBDFY2026 Q3 · October 22, 2026-7.7% EPS+3.0% move
- SNAFY2026 Q3 · October 22, 2026-5.9% EPS-3.4% move
- SPOTFY2026 Q3 · October 22, 2026-11.6% EPS+11.1% move
- VRSNFY2026 Q3 · October 22, 2026-2.0% EPS-0.9% move
- HBANMFY2026 Q3 · October 22, 2026-5.3% EPS+0.5% move
- HBANPFY2026 Q3 · October 22, 2026-5.3% EPS0.0% move
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-10-23T22:50:42.055933+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-23T22:50:42.052874+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-23. For educational purposes only; not investment advice.