Graco Inc.
- Open
- 74.40
- Day high
- 74.43
- Day low
- 73.28
- Prev close
- 74.59
- Volume
- 1.2M
- Mkt cap
- $12.2B
- P/E (TTM)
- 23.6
- EPS (TTM)
- $3.12
- P/B
- 4.5
- P/S
- 5.4
- Yield
- 1.95%
- Per share
- $1.44
- ▲Insiders net buying $100K over the last 3 months (1 open-market buy, 0 sales)
- 🏛Institutions mixed (13F)
Graco Inc. (GGG) is a Industrials company listed on NYSE. The stock is down 15% over the past year. Over the trailing 3 months, insiders filed 1 open-market buy and 0 sales (SEC Form 4).
Graco Inc. (GGG) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 4 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
GGG earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Apr 23, 2026 | $0.75 | $0.66 | -12.0% | $540M | -3.7% |
| Jan 26, 2026 | $0.77 | $0.77 | +0.0% | $593M | +7.0% |
| Oct 22, 2025 | $0.74 | $0.73 | -1.1% | $543M | -3.3% |
| Jul 23, 2025 | $0.79 | $0.75 | -5.3% | $572M | -3.2% |
| Apr 23, 2025 | $0.67 | $0.70 | +4.6% | $528M | +0.7% |
| Jan 27, 2025 | $0.77 | $0.64 | -16.9% | $549M | -1.5% |
| Oct 23, 2024 | $0.76 | $0.71 | -6.6% | $519M | -3.2% |
| Jul 24, 2024 | $0.76 | $0.76 | +0.0% | $553M | -1.6% |
| Jan 29, 2024 | $0.79 | $0.80 | +1.3% | $567M | +0.4% |
| Oct 25, 2023 | $0.73 | $0.76 | +4.1% | $540M | -3.2% |
| Jul 26, 2023 | $0.80 | $0.75 | -6.3% | $560M | -5.1% |
| Jan 30, 2023 | $0.69 | $0.73 | +5.8% | $555M | +0.2% |
GGG insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 1, 2026 | FERAGEN JODY Hdirector | Grant | 414 | — |
| Jul 1, 2026 | Black Archie C.director | Grant | 353 | — |
| Jul 1, 2026 | Etchart Ericdirector | Grant | 174 | — |
| Jul 1, 2026 | Anfang Heather Ldirector | Grant | 353 | — |
| Jul 1, 2026 | Wheeler Kevin J.director | Grant | 331 | — |
| Jul 1, 2026 | GILLIGAN J KEVINdirector | Grant | 621 | — |
| Apr 27, 2026 | Simon Andrea Helendirector | Buy | 1,240 | $80.53 |
| Apr 16, 2026 | Gupta Sanjivofficer: CFO and Treasurer | Grant | 13,076 | — |
| Apr 16, 2026 | Gupta Sanjivofficer: CFO and Treasurer | Grant | 53,330 | $87.48 |
| Apr 2, 2026 | Black Archie C.director | Grant | 295 | — |
| Apr 2, 2026 | Wheeler Kevin J.director | Grant | 276 | — |
| Apr 2, 2026 | Anfang Heather Ldirector | Grant | 295 | — |
| Apr 2, 2026 | GILLIGAN J KEVINdirector | Grant | 394 | — |
| Apr 2, 2026 | FERAGEN JODY Hdirector | Grant | 350 | — |
| Apr 2, 2026 | Etchart Ericdirector | Grant | 145 | — |
Source: GGG SEC Form 4 filings, latest Jul 1, 2026. For informational purposes only — not investment advice.
See the full GGG insider & 13F page →Graco Inc. company profile
Overview
Graco Inc. (NYSE:GGG) is a Minneapolis-based industrial equipment manufacturer founded in 1926 that specializes in fluid handling systems and equipment. The company designs, manufactures, and markets systems used to move, measure, control, dispense, and spray fluid and powder materials across diverse industrial applications worldwide. With nearly a century of operations, Graco has established itself as a leading provider of specialized equipment serving construction contractors, industrial manufacturers, and process industries through three main business segments.
Business
Graco operates in the industrial machinery sector, focusing specifically on fluid handling equipment - systems that manage liquids, powders, and other materials in industrial and commercial applications. The company's products are essential tools that help businesses apply coatings, move chemicals, lubricate machinery, and handle various fluid materials efficiently and precisely. The company operates through three primary business segments following a recent reorganization: 1. Industrial Segment (approximately 40-45% of revenue): This division provides equipment for applying protective and decorative coatings in manufacturing environments. Key products include proportioning systems for spraying polyurethane foam and polyurea coatings used in construction and automotive applications, equipment for dispensing sealants and adhesives in manufacturing, and liquid finishing equipment for painting industrial products. The segment also includes powder coating systems sold under the Gema and SAT brands, which apply powder-based finishes to metal products like appliances and automotive parts. 2. Contractor Segment (approximately 45-50% of revenue): This segment serves professional painting contractors and construction workers with sprayers for applying paint to walls, buildings, and other structures. Products include airless paint sprayers, viscous coating applicators for roof coatings, and line striping equipment for marking roads, parking lots, and athletic fields. This segment has shown particular strength with new product launches and serves the residential and commercial construction markets. 3. Expansion Markets Segment (approximately 10-15% of revenue, formerly called Process): This division focuses on specialized pumping and fluid handling applications across various industries. Products include pumps for moving chemicals, water, petroleum, and food products; pressure valves for oil and gas operations; chemical injection systems for oil wells; and automatic lubrication systems for industrial equipment, compressors, and vehicles. The segment also serves automotive service centers with pumps, meters, and accessories for oil changes and fluid handling.
Revenue model
Graco generates revenue primarily through direct product sales of its fluid handling equipment, with customers including distributors, original equipment manufacturers (OEMs), and end-users across industrial and construction markets. The company's business model centers on manufacturing specialized, engineered equipment that commands premium pricing due to its technical sophistication and reliability requirements. The company's customers are predominantly B2B buyers including industrial manufacturers, construction contractors, automotive service providers, and process industries like oil and gas, food processing, and chemical manufacturing. Revenue is generated through both initial equipment sales and ongoing sales of replacement parts, accessories, and consumables, creating a recurring revenue stream from the installed base. Several factors influence Graco's profitability margins. Positive margin drivers include the company's ability to implement pricing increases to offset inflation, strong demand in construction and industrial markets, new product launches that command premium pricing, and operational efficiency improvements from manufacturing scale. The company's focus on engineered solutions rather than commodity products allows for higher margins compared to generic equipment manufacturers. Margin pressures come from raw material cost inflation, particularly steel and electronic components, competitive pricing pressure in certain markets, economic downturns that reduce capital equipment spending, and geographic mix shifts toward lower-margin regions. The company has faced particular challenges from weakness in China and semiconductor markets, which has pressured overall volumes and required increased promotional pricing in some segments.
Competitive moat
Graco possesses a moderate economic moat built primarily on specialized engineering expertise, established distribution relationships, and switching costs, though this moat faces some competitive pressures. The company's primary competitive advantages stem from its deep technical knowledge in fluid handling applications, which requires significant engineering expertise to develop reliable, precise equipment for demanding industrial environments. The company benefits from high switching costs in many applications, as customers invest considerable time and resources training operators on specific equipment and integrating systems into their workflows. Additionally, Graco's extensive distributor network and direct sales relationships, built over decades, provide significant barriers to competitor entry and customer access. However, Graco's moat has some vulnerabilities. The company operates in a fragmented market with numerous regional and specialized competitors, and many of its products face competition from both established industrial equipment manufacturers and emerging technology providers. The cyclical nature of construction and industrial markets creates periodic demand volatility that can pressure pricing and margins. Additionally, some product categories are becoming increasingly commoditized, particularly in lower-end applications where price competition is intensifying. The company's recent strategic reorganization and focus on expanding into new markets through acquisitions suggests management recognizes the need to strengthen competitive positioning and diversify beyond traditional strongholds.
Risks & safety
Graco demonstrates a strong margin of safety with excellent financial stability and conservative capital structure, though valuation metrics suggest limited upside at current levels. • Liquidity and Solvency: Exceptional financial position with $536 million in cash and short-term investments, minimal debt (debt-to-equity ratio of 2.0%), current ratio of 3.6x, and consistent positive free cash flow generation of $115 million in Q1 2025. • Valuation Metrics: Trading at elevated multiples with P/E ratio of 29.0x, EV/EBITDA of 19.6x, and price-to-book ratio of 5.8x, suggesting limited margin of safety from a valuation perspective. • Other Considerations: Strong return on equity of 18.8% (full year 2024), consistent dividend payments, active share buyback program, and diversified end-market exposure provide additional stability, though cyclical nature of industrial markets creates some earnings volatility risk.
Recent development
Over the past few years, Graco has undertaken significant strategic initiatives focused on organizational restructuring and market expansion. The most notable development is the "One Graco" reorganization implemented in early 2025, which consolidated the company's operations from four segments into three: Industrial, Expansion Markets, and Contractor. This restructuring aims to eliminate organizational silos, improve cross-selling opportunities, and generate approximately $16 million in annual cost savings while better leveraging customer relationships and distribution channels. The company has pursued an active acquisition strategy to expand into new markets and applications. Recent acquisitions include PCT Systems, which provides semiconductor wet cleaning systems, and Corob, a paint and coating dispensing solutions provider with nearly $130 million in combined annual revenue. These acquisitions align with Graco's strategy to diversify beyond traditional markets and enter higher-growth segments. Product innovation has been a key focus, particularly in the Contractor segment, where new launches including Xtreme Torque sprayers, Cordless Connect products for the DIY market, and QuickShot applicators have driven strong performance. The company continues investing in research and development to maintain technological leadership in fluid handling applications. Graco has also been managing challenges from geopolitical and market headwinds, including weakness in China across automotive, battery, solar, and semiconductor sectors, as well as potential impacts from trade policy changes. The company has taken proactive measures including inventory positioning and developing mitigation strategies to address potential tariff impacts while maintaining its strong U.S. manufacturing footprint.
GGG company profile · for informational purposes only — not investment advice.
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