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Brady Corporation (BRC) — Earnings Call X-Ray

Our AI read all 38 of BRC's earnings calls (2016–2025) and answered the same battery of questions about each one. Every past call is free; the newest quarter unlocks with a free account.

Latest Call Grade
🔒
Q3 2025 · sign up to see
Previous Call Grade
B+
Q2 2025
Expected Move
🔒
next 45 days · members
Calls Analyzed
38
2016–2025
Avg Candor
7.1/9
evasion 2.4/9
Guidance RaisedHigh CandorSkeptic ReassuredCritic AmmunitionMargins ContractingCutting HeadcountHidden SegmentReads Rehearsed

Call-by-call analysis

🔒 Q3 2025 earnings call 2025-05-16 NEWEST

Guidance: ■■■■■Demand: ■■■■■■ Margins: ■■■■Backlog: ■■■■ ■ analysts, ■■ questionsexpected move ±■■%
Candor /9
Specificity /9
Evasion /9
Stress /9

Management ■■■■■■ guidance against ■■■■■■■■ demand and ■■■■■■■ margins. The delivery was ■■■■■■■■ and ■■■■ in specifics, with ■■■ questions left hanging.

🔒 The Q3 2025 call grade is ready
The full 37-point AI read of BRC's newest earnings call — grade, expected move, and every question answered — is free with an account.
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B+ Q2 2025 earnings call 2025-02-21 move ±8.9%

Management raised guidance against mixed demand signals and contracting margins. The delivery was unusually candid, rich in specifics.

Guidance: raisedDemand: mixedMargins: contractingPricing: stableHeadcount: cuttingCapex: decreasing 2 analysts · 8 questions
⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts⚑ Reads rehearsedHidden segment
Candor 7/9
Specificity 8/9
Evasion 3/9
Confidence 6/9
Uncertainty 5/9
Promotion 5/9
Stress 2/9
Complexity 3/9
All 20 questions our AI answered about this call
YES Would a skeptical short-seller find this call reassuring?
YES Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
YES Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
NO Does an obvious question remain unanswered?
NO Is a product early in its life but growing very fast?
NO Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
NO Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
YES Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
YES Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
YES Does the call read rehearsed rather than lived?

B+ Q1 2025 earnings call 2024-11-18 move ±8.1%

Management held guidance steady against steady demand. The delivery was unusually candid, rich in specifics, relaxed under questioning.

Guidance: maintainedDemand: stableMargins: stablePricing: stableHeadcount: growing 2 analysts · 7 questions
⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts
Candor 8/9
Specificity 8/9
Evasion 1/9
Confidence 8/9
Uncertainty 3/9
Promotion 5/9
Stress 1/9
Complexity 3/9
All 20 questions our AI answered about this call
YES Would a skeptical short-seller find this call reassuring?
YES Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
YES Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
NO Does an obvious question remain unanswered?
NO Is a product early in its life but growing very fast?
NO Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
NO Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
NO Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
NO Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?

B Q4 2024 earnings call 2024-09-06 move ±6.7%

Management held guidance steady against mixed demand signals and expanding margins. The delivery was unusually candid, rich in specifics, relaxed under questioning.

Guidance: maintainedDemand: mixedMargins: expandingPricing: stableHeadcount: growingCapex: decreasing 3 analysts · 9 questions
⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts⚑ Reads rehearsed
Candor 7/9
Specificity 8/9
Evasion 2/9
Confidence 8/9
Uncertainty 4/9
Promotion 5/9
Stress 1/9
Complexity 3/9
All 20 questions our AI answered about this call
YES Would a skeptical short-seller find this call reassuring?
YES Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
YES Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
NO Does an obvious question remain unanswered?
NO Is a product early in its life but growing very fast?
NO Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
NO Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
NO Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
NO Is a founder still running the company?
YES Does the final speaker sound like they are summarizing a finished story?
NO Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
YES Does the call read rehearsed rather than lived?

B+ Q3 2024 earnings call 2024-05-22 move ±9.5%

Management raised guidance against mixed demand signals and expanding margins. The delivery was unusually candid, rich in specifics, relaxed under questioning.

Guidance: raisedDemand: mixedMargins: expandingPricing: stableHeadcount: growingCapex: increasing 3 analysts · 9 questions
⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts
Candor 7/9
Specificity 8/9
Evasion 2/9
Confidence 8/9
Uncertainty 4/9
Promotion 5/9
Stress 1/9
Complexity 3/9
All 20 questions our AI answered about this call
YES Would a skeptical short-seller find this call reassuring?
YES Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
YES Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
NO Does an obvious question remain unanswered?
NO Is a product early in its life but growing very fast?
NO Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
NO Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
NO Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
NO Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?

B+ Q2 2024 earnings call 2024-02-22 move ±9.1%

Management raised guidance against mixed demand signals and expanding margins. The delivery was unusually candid, rich in specifics, relaxed under questioning.

Guidance: raisedDemand: mixedMargins: expandingPricing: raisingHeadcount: growingCapex: increasing 3 analysts · 9 questions
⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts
Candor 7/9
Specificity 8/9
Evasion 2/9
Confidence 7/9
Uncertainty 4/9
Promotion 4/9
Stress 1/9
Complexity 3/9
All 20 questions our AI answered about this call
YES Would a skeptical short-seller find this call reassuring?
YES Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
YES Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
NO Does an obvious question remain unanswered?
NO Is a product early in its life but growing very fast?
NO Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
NO Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
NO Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
NO Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?

C+ Q1 2024 earnings call 2023-11-18 move ±7.2%

Management held guidance steady against mixed demand signals and expanding margins. The delivery was unusually candid, rich in specifics.

Guidance: maintainedDemand: mixedMargins: expandingPricing: raisingHeadcount: growingCapex: increasing 2 analysts · 8 questions
⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts⚑ Reads rehearsedCFO dominates
Candor 7/9
Specificity 7/9
Evasion 3/9
Confidence 7/9
Uncertainty 5/9
Promotion 3/9
Stress 2/9
Complexity 3/9
All 20 questions our AI answered about this call
YES Would a skeptical short-seller find this call reassuring?
YES Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
YES Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
NO Does an obvious question remain unanswered?
NO Is a product early in its life but growing very fast?
YES Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
NO Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
NO Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
NO Is a fast-growing segment obscured by a declining one?
YES Does the CFO speak more than the CEO?
YES Does the call read rehearsed rather than lived?

B+ Q4 2023 earnings call 2023-09-05 move ±10.1%

Management held guidance steady against mixed demand signals and expanding margins. The delivery was unusually candid, rich in specifics, relaxed under questioning.

Guidance: maintainedDemand: mixedMargins: expandingPricing: raisingHeadcount: growingCapex: increasing 2 analysts · 6 questions
⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts⚑ Reads rehearsedHidden segment
Candor 7/9
Specificity 8/9
Evasion 1/9
Confidence 8/9
Uncertainty 4/9
Promotion 5/9
Stress 1/9
Complexity 3/9
All 20 questions our AI answered about this call
YES Would a skeptical short-seller find this call reassuring?
YES Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
YES Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
NO Does an obvious question remain unanswered?
NO Is a product early in its life but growing very fast?
NO Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
NO Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
NO Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
YES Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
YES Does the call read rehearsed rather than lived?

Earlier calls

CallDateGradeGuidanceDemandMarginsCandorEvasion
Q3 2023 2023-05-18 B+ raisedmixedexpanding 7/9 2/9
Q2 2023 2023-02-24 B raisedstableexpanding 7/9 3/9
Q1 2023 2022-11-17 B maintainedstablecontracting 7/9 2/9
Q4 2022 2022-09-01 B+ raisedstableexpanding 8/9 3/9
Q3 2022 2022-05-26 B+ raisedstableexpanding 7/9 3/9
Q2 2022 2022-02-17 C+ loweredacceleratingcontracting 8/9 2/9
Q1 2022 2021-11-18 C+ maintainedmixedcontracting 7/9 2/9
Q4 2021 2021-09-02 B+ raisedmixedexpanding 7/9 3/9
Q3 2021 2021-05-20 B raisedacceleratingexpanding 7/9 3/9
Q2 2021 2021-02-18 C+ maintainedmixedcontracting 7/9 2/9
Q1 2021 2020-11-19 B withdrawnmixedexpanding 8/9 2/9
Q4 2020 2020-09-16 C withdrawnmixedcontracting 7/9 2/9
Q3 2020 2020-05-21 C withdrawnmixedcontracting 7/9 3/9
Q2 2020 2020-02-21 B+ raisedslowingexpanding 7/9 3/9
Q1 2020 2019-11-21 B+ raisedslowingcontracting 7/9 2/9
Q4 2019 2019-09-06 C+ maintainedmixedexpanding 7/9 2/9
Q3 2019 2019-05-23 B+ raisedmixedstable 7/9 2/9
Q2 2019 2019-02-23 B+ raisedmixedstable 7/9 3/9
Q1 2019 2018-11-15 B+ raisedacceleratingexpanding 7/9 2/9
Q4 2018 2018-09-13 B+ raisedstableexpanding 7/9 2/9
Q3 2018 2018-05-24 A raisedstableexpanding 7/9 2/9
Q2 2018 2018-02-22 B+ raisedacceleratingexpanding 7/9 2/9
Q1 2018 2017-11-16 C+ maintainedmixedstable 7/9 2/9
Q4 2017 2017-09-07 C+ maintainedmixedcontracting 7/9 3/9
Q3 2017 2017-05-25 D raisedmixedstable 6/9 4/9
Q2 2017 2017-02-23 B raisedmixedexpanding 7/9 3/9
Q1 2017 2016-11-16 C+ maintainedmixedexpanding 7/9 3/9
Q4 2016 2016-09-09 C maintainedslowingexpanding 7/9 4/9
Q3 2016 2016-05-19 B+ raisedslowingexpanding 7/9 2/9
Q2 2016 2016-02-19 B raisedslowingexpanding 7/9 3/9

Research question bank — earlier calls

During our 1,600-question research program, batches of experimental hypotheses were tested directly against some of BRC's earlier calls. The YES answers — the rare hits — are shown; click any question to see every company that matched it. Full list: the question bank.

B+ Q4 2018 earnings call 2018-09-13

1 more research questions answered NO

How to read this page

The grade is a transparent composite of call quality — candor, specificity, low evasion, low stress, whether the call resolves more doubts than it creates, and the guidance action — not a buy or sell signal. The expected move is a volatility estimate from the one signal that survived our out-of-sample tests: how a stock's own reaction and pre-call volatility predict the size (not direction) of its next move. Full detail, including everything that failed: methodology.

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Not investment advice. Artul.ai publishes AI-generated earnings-call quality grades and expected-volatility estimates — never buy or sell recommendations. We tested over 1,600 predictive hypotheses against 165,000 transcripts; the honest result, including what failed, is documented in our methodology.