Graco Inc. (GGG)

Graco’s adjusted EPS trailed consensus even as revenue came in line in the third fiscal quarter of 2026, reported October 21, 2026, with revenue rising 7.9% year over year to roughly $586.4 million. On the consensus view, adjusted EPS of $0.81 trailed the $0.83 estimate (-3%), while revenue of $586.4 million was in line with the $590.2 million estimate (-0.6%). Profitability metrics remained elevated, with gross margin at about 50.5% and operating margin near 25.3%, translating to gross profit of roughly $296.2 million and operating income of about $148.1 million. Net income fell 11.7% from a year ago to around $121.6 million (down from $137.6 million), despite the higher top line. The United States remained the largest geography, generating about $307.9 million of revenue, up 4.9% year over year. Cash generation was supported by operating cash flow of roughly $177.7 million, and shareholder returns included about $131.8 million of share repurchases alongside roughly $47.7 million paid in dividends. For the next period, consensus calls for EPS of $0.86 on revenue of $640.0 million.