GGGGraco Inc.
Graco Inc. (GGG) sells industrial fluid handling and air compression systems, with a focus on precision equipment for construction, manufacturing, and logistics. The next catalyst is Oct 21, 2026 — Q3 2026 Earnings Release, which will test the company’s ability to stabilize organic sales and reverse margin compression after a Q1 miss.
- Graco’s revenue grew 5.8% YoY to $2.25B in the second quarter of 2026, with a net margin of 23.5% and diluted EPS of $0.87.
- The company has no debt, with a debt-to-equity ratio of 0.00x, and shareholders’ equity of $2.65B.
- The Q3 earnings release will be the first test of whether the company can reverse the Q1 miss and stabilize its margin trajectory.
The Read
4% after missing Q1 2026 earnings due to organic sales decline and margin compression but rallied 8%.
The schedule
- Wed21Oct
This earnings print will test the company's ability to maintain margin discipline and deliver revenue growth amid macroeconomic headwinds. The outcome will be critical for assessing the strength of the Q2 guidance and the sustainability of recent performance.
- Tue9Feb
This print will test the company's ability to sustain momentum from Q3 and deliver on its full-year guidance. The outcome will be key for assessing the durability of its business model and the impact of macroeconomic conditions.
- Wed21Apr
This print will test the company's ability to maintain growth and margin expansion in a more normalized macroeconomic environment. The outcome will be critical for assessing the long-term viability of its business model.
- Wed21Jul
This print will test the company's ability to deliver on its long-term growth targets and maintain margin expansion. The outcome will be critical for assessing its strategic execution and market positioning.
Past
- Wed22Jul
Actual outcome: Bull · $80.30 at outcome
Graco reported record second-quarter sales and earnings, beating EPS estimates and reaffirming its full-year 2026 outlook. The stock rallied past the bull target as management highlighted improving order trends, a stronger backlog, and robust margins that successfully offset concerns over softer organic sales.
Graco reports Q2 earnings following a weak Q1 where they maintained FY26 guidance despite margin compression. The market will heavily scrutinize organic sales to see if that outlook holds.
- Wed22Apr
Actual outcome: Bear · $75.30 at outcome
Graco reported a Q1 earnings and revenue miss, with EPS of $0.66 falling short of the $0.75 consensus. The fundamental weakness was driven by an organic sales decline and margin compression, which validated the bear case and ultimately drove the stock below the $81 bear floor despite the company retaining its full-year 2026 outlook.
This earnings report will test the company's ability to maintain volume growth and margin stability in the face of ongoing macroeconomic pressures. The outcome will be critical for assessing the strength of the Q2 guidance and the sustainability of recent performance.