Independent Research
GGG Analysis
6 pieces of research on Graco Inc.. We find the signal management buried in the earnings call.
Graco Earnings Question Clouds 22x Valuation
Graco converts $537M in free cash flow annually with a fortress balance sheet, yet trades at 22x earnings on inconsistent quarterly results. The stock is at $76…
Read analysis →Graco's Steady Compounder Narrative Faces Earnings Reality
Graco beat consensus earnings expectations by $0.102 per share, its strongest beat in four quarters, but the stock trades at $76.59—below the $80.01 at which a …
Read analysis →Graco Board Issues New Options; Director Cashed Out at $80
Graco's board declared a $0.295-per-share dividend payable November 4 and issued a new 10-year director option grant on September 14 — while the stock sits at $…
Read analysis →Graco's Largest Deal in a Decade Targets Recurring Revenue
Graco reported Q2 adjusted EPS of $0.91, up 17%, and a 30% operating margin while organic sales dipped 1%, then announced Valco Melton, its largest acquisition …
Read analysis →Graco's Booking Surge Collides with Flat Q3 Outlook
Graco's Q2 delivered a 12.4% EPS beat and a record $591M in revenue, backed by six-week bookings up 14% year-over-year and a 28% backlog build since January. Ye…
Read analysis →Graco's Record Quarter Masks a 1% Organic Decline
Graco reported record Q2 2026 revenue of $591 million, up 3%, but organic sales contracted 1% as acquisitions and favorable currency drove all reported growth. …
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