Pulling SEC filings + quote and writing the call…

GRACO INC
Next earnings Jul 21, 2026 · consensus $0.81 EPS, $614M rev
Best-in-class, debt-free fluid-handling compounder — 52.5% gross margin, 27.9% operating margin, fair 24.7x P/E.
Sources: SEC EDGAR (CIK 0000042888, latest 10-Q filed 2026-04-22) · EODHD · analysis by claude-code · as of 6/21/2026, 8:46:40 PM.
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Solid fundamentals at a roughly fair price — reasonable risk/reward at today's level.
Graco is a textbook high-quality industrial: a leader in fluid-handling pumps and spray equipment with exceptional, durable profitability. FY2025 gross margin was 52.5%, operating margin 27.9%, and net margin 23.3% — figures that have held remarkably steady across cycles. Revenue grew 5.8% to $2.24B, net income 7.4% to $522M, and diluted EPS 9.2% to $3.08, extending a consistent multi-year compounding record (net income up every year from $440M in FY2021).
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $1.99B | $2.14B | $2.20B | $2.11B | $2.24B |
| Gross profit | $1.03B | $1.06B | $1.16B | $1.12B | $1.17B |
| Operating income | $531M | $573M | $647M | $570M | $625M |
| Net income | $440M | $461M | $507M | $486M | $522M |
| Diluted EPS | $2.52 | $2.66 | $2.94 | $2.82 | $3.08 |
| Net margin | 22.1% | 21.5% | 23.1% | 23.0% | 23.3% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1074 tracked peers · median
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Last 90 days: 1 open-market buy · 0 sales
| 2026-04-27 | Simon Andrea Helen Director | Buy | 1.24K @ $80.53 | $99.9K |
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.