Fluid spray maker Graco's Q3 profit misses on global construction market softness

Reuters
Oct 23
Fluid spray maker Graco's Q3 profit misses on global construction market softness

Overview

  • Graco Q3 revenue grows 5% but misses analyst expectations

  • Adjusted EPS for Q3 misses analyst expectations

  • Organic revenue declined due to softness in global construction markets

Outlook

  • Graco expects low single-digit sales growth for the full year on an organic, constant currency basis

  • Company sees steady order rates and momentum in pricing actions

  • Graco enters favorable year-over-year comparison period within Contractor segment

Result Drivers

  • ACQUISITIONS - Incremental sales from acquired operations contributed 6 percentage points of sales growth

  • PRICING ACTIONS - Strategic pricing actions began to gain traction, improving margin performance

  • MARKET EXPANSION - Encouraging growth in select end markets and geographies, particularly in Industrial and Expansion Markets segments

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q3 Sales

Miss

$543.40 mln

$561.70 mln (10 Analysts)

Q3 Adjusted EPS

Miss

$0.73

$0.74 (10 Analysts)

Q3 EPS

$0.82

Q3 Adjusted net earnings

Miss

$122.80 mln

$124.30 mln (8 Analysts)

Analyst Coverage

  • The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 5 "strong buy" or "buy", 7 "hold" and 1 "sell" or "strong sell"

  • The average consensus recommendation for the industrial machinery & equipment peer group is "buy."

  • Wall Street's median 12-month price target for Graco Inc is $91.00, about 7.8% above its October 21 closing price of $83.86

  • The stock recently traded at 27 times the next 12-month earnings vs. a P/E of 28 three months ago

Press Release: ID:nBw8f9mKba

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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