Graco (GGG)
Market Price (8/24/2026): $80.63 | Market Cap: $13.2 BilSector: Industrials | Industry: Industrial Machinery & Supplies & Components
Graco (GGG)
Market Price (8/24/2026): $80.63Market Cap: $13.2 BilSector: IndustrialsIndustry: Industrial Machinery & Supplies & Components
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.5% Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 27% Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 30%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 28% Low stock price volatilityVol 12M is 20% Megatrend and thematic driversMegatrends include Automation & Robotics, Water Infrastructure, and Hydrogen Economy. Themes include Factory Automation, Show more. | Weak multi-year price returns2Y Excs Rtn is -35%, 3Y Excs Rtn is -64% | Key risksGGG key risks include [1] sales declines driven by cyclical weakness in its construction, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.5% |
| Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 27% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 30%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 28% |
| Low stock price volatilityVol 12M is 20% |
| Megatrend and thematic driversMegatrends include Automation & Robotics, Water Infrastructure, and Hydrogen Economy. Themes include Factory Automation, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -35%, 3Y Excs Rtn is -64% |
| Key risksGGG key risks include [1] sales declines driven by cyclical weakness in its construction, Show more. |
Qualitative Assessment
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Updated on 8/7/2026
Graco (GGG) stock has remained largely at the same level since 4/30/2026 because of the following key factors:
1. Graco exceeded adjusted earnings per share (EPS) expectations for fiscal Q2 2026, which ended June 26, 2026. The company reported adjusted EPS of $0.91, surpassing the Zacks Consensus Estimate of $0.81 by 12.4%. This strong earnings beat contributed to positive investor sentiment, despite a revenue miss.
2. The company demonstrated significant improvement in operating margins, partly driven by tariff refunds. Graco's operating earnings increased by 11% in fiscal Q2 2026, with the operating margin rising 230 basis points year-over-year to 31%. This improvement was primarily due to a higher gross margin rate, benefiting from the receipt of tariff refunds and lower operating expenses.
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Graco (GGG) stock has remained largely at the same level since 4/30/2026 because of the following key factors:
1. Graco exceeded adjusted earnings per share (EPS) expectations for fiscal Q2 2026, which ended June 26, 2026. The company reported adjusted EPS of $0.91, surpassing the Zacks Consensus Estimate of $0.81 by 12.4%. This strong earnings beat contributed to positive investor sentiment, despite a revenue miss.
2. The company demonstrated significant improvement in operating margins, partly driven by tariff refunds. Graco's operating earnings increased by 11% in fiscal Q2 2026, with the operating margin rising 230 basis points year-over-year to 31%. This improvement was primarily due to a higher gross margin rate, benefiting from the receipt of tariff refunds and lower operating expenses.
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Updated on 8/7/2026
Graco (GGG) stock has remained largely at the same level since 4/30/2026 because of the following key factors:
1. Graco exceeded adjusted earnings per share (EPS) expectations for fiscal Q2 2026, which ended June 26, 2026. The company reported adjusted EPS of $0.91, surpassing the Zacks Consensus Estimate of $0.81 by 12.4%. This strong earnings beat contributed to positive investor sentiment, despite a revenue miss.
2. The company demonstrated significant improvement in operating margins, partly driven by tariff refunds. Graco's operating earnings increased by 11% in fiscal Q2 2026, with the operating margin rising 230 basis points year-over-year to 31%. This improvement was primarily due to a higher gross margin rate, benefiting from the receipt of tariff refunds and lower operating expenses.
3. Substantial share repurchases bolstered shareholder value. Graco repurchased $315 million of its shares in fiscal Q2 2026, which played a role in the 14% increase in diluted net earnings per share. The company also completed a larger, long-running share repurchase program during this period, buying back nearly 5 million shares for $393.29 million, signaling a commitment to returning capital to shareholders.
4. Growth from acquisitions and an increased organic order backlog supported future outlook. While organic sales were flat year-over-year in fiscal Q2 2026, acquisitions contributed 3% to the overall 3% increase in net sales. Additionally, Graco reported a healthy organic order backlog (excluding acquisitions) that grew 28% from the end of 2025, indicating potential for future revenue generation.
Show less
Graco (GGG) stock has remained largely at the same level since 4/30/2026 because of the following key factors:
1. Graco exceeded adjusted earnings per share (EPS) expectations for fiscal Q2 2026, which ended June 26, 2026. The company reported adjusted EPS of $0.91, surpassing the Zacks Consensus Estimate of $0.81 by 12.4%. This strong earnings beat contributed to positive investor sentiment, despite a revenue miss.
2. The company demonstrated significant improvement in operating margins, partly driven by tariff refunds. Graco's operating earnings increased by 11% in fiscal Q2 2026, with the operating margin rising 230 basis points year-over-year to 31%. This improvement was primarily due to a higher gross margin rate, benefiting from the receipt of tariff refunds and lower operating expenses.
3. Substantial share repurchases bolstered shareholder value. Graco repurchased $315 million of its shares in fiscal Q2 2026, which played a role in the 14% increase in diluted net earnings per share. The company also completed a larger, long-running share repurchase program during this period, buying back nearly 5 million shares for $393.29 million, signaling a commitment to returning capital to shareholders.
4. Growth from acquisitions and an increased organic order backlog supported future outlook. While organic sales were flat year-over-year in fiscal Q2 2026, acquisitions contributed 3% to the overall 3% increase in net sales. Additionally, Graco reported a healthy organic order backlog (excluding acquisitions) that grew 28% from the end of 2025, indicating potential for future revenue generation.
Show less
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Stock Movement Drivers
Fundamental Drivers
The 0.9% change in GGG stock from 4/30/2026 to 8/23/2026 was primarily driven by a 2.5% change in the company's Net Income Margin (%).| (LTM values as of) | 4302026 | 8232026 | Change |
|---|---|---|---|
| Stock Price ($) | 79.95 | 80.64 | 0.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,248 | 2,267 | 0.8% |
| Net Income Margin (%) | 23.0% | 23.5% | 2.5% |
| P/E Multiple | 25.7 | 24.7 | -3.5% |
| Shares Outstanding (Mil) | 166 | 164 | 1.2% |
| Cumulative Contribution | 0.9% |
Market Drivers
4/30/2026 to 8/23/2026| Return | Correlation | |
|---|---|---|
| GGG | 0.9% | |
| Market (SPY) | 6.5% | 19.6% |
| Sector (XLI) | 3.2% | 56.8% |
Fundamental Drivers
The -7.0% change in GGG stock from 1/31/2026 to 8/23/2026 was primarily driven by a -14.2% change in the company's P/E Multiple.| (LTM values as of) | 1312026 | 8232026 | Change |
|---|---|---|---|
| Stock Price ($) | 86.69 | 80.64 | -7.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,192 | 2,267 | 3.4% |
| Net Income Margin (%) | 22.7% | 23.5% | 3.6% |
| P/E Multiple | 28.8 | 24.7 | -14.2% |
| Shares Outstanding (Mil) | 166 | 164 | 1.2% |
| Cumulative Contribution | -7.0% |
Market Drivers
1/31/2026 to 8/23/2026| Return | Correlation | |
|---|---|---|
| GGG | -7.0% | |
| Market (SPY) | 11.0% | 28.8% |
| Sector (XLI) | 9.3% | 56.9% |
Fundamental Drivers
The -2.6% change in GGG stock from 7/31/2025 to 8/23/2026 was primarily driven by a -13.0% change in the company's P/E Multiple.| (LTM values as of) | 7312025 | 8232026 | Change |
|---|---|---|---|
| Stock Price ($) | 82.81 | 80.64 | -2.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,168 | 2,267 | 4.6% |
| Net Income Margin (%) | 22.3% | 23.5% | 5.7% |
| P/E Multiple | 28.4 | 24.7 | -13.0% |
| Shares Outstanding (Mil) | 166 | 164 | 1.3% |
| Cumulative Contribution | -2.6% |
Market Drivers
7/31/2025 to 8/23/2026| Return | Correlation | |
|---|---|---|
| GGG | -2.6% | |
| Market (SPY) | 22.2% | 36.1% |
| Sector (XLI) | 19.8% | 61.6% |
Fundamental Drivers
The 5.7% change in GGG stock from 7/31/2023 to 8/23/2026 was primarily driven by a 3.5% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 7312023 | 8232026 | Change |
|---|---|---|---|
| Stock Price ($) | 76.30 | 80.64 | 5.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,190 | 2,267 | 3.5% |
| Net Income Margin (%) | 23.1% | 23.5% | 1.9% |
| P/E Multiple | 25.4 | 24.7 | -2.7% |
| Shares Outstanding (Mil) | 169 | 164 | 3.0% |
| Cumulative Contribution | 5.7% |
Market Drivers
7/31/2023 to 8/23/2026| Return | Correlation | |
|---|---|---|
| GGG | 5.7% | |
| Market (SPY) | 73.2% | 54.6% |
| Sector (XLI) | 70.0% | 70.9% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| GGG Return | 13% | -15% | 31% | -2% | -1% | 1% | 21% |
| Peers Return | 33% | -15% | 29% | 8% | 6% | 16% | 96% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 12% | 103% |
Monthly Win Rates [3] | |||||||
| GGG Win Rate | 58% | 33% | 67% | 50% | 50% | 62% | |
| Peers Win Rate | 70% | 38% | 53% | 55% | 58% | 55% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| GGG Max Drawdown | -14% | -29% | -20% | -18% | -15% | -23% | |
| Peers Max Drawdown | -13% | -32% | -17% | -15% | -25% | -19% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: NDSN, ITW, DOV, IR, ITT. See GGG Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 8/21/2026 (YTD)
How Low Can It Go
| Event | GGG | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -15.1% | -18.8% |
| % Gain to Breakeven | 17.8% | 23.1% |
| Time to Breakeven | 38 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -19.3% | -9.5% |
| % Gain to Breakeven | 23.9% | 10.5% |
| Time to Breakeven | 62 days | 24 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -27.2% | -24.5% |
| % Gain to Breakeven | 37.4% | 32.4% |
| Time to Breakeven | 315 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -30.6% | -33.7% |
| % Gain to Breakeven | 44.1% | 50.9% |
| Time to Breakeven | 141 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -17.5% | -19.2% |
| % Gain to Breakeven | 21.2% | 23.8% |
| Time to Breakeven | 111 days | 105 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -11.4% | -12.2% |
| % Gain to Breakeven | 12.9% | 13.9% |
| Time to Breakeven | 4 days | 62 days |
In The Past
Graco's stock fell -15.1% during the 2025 US Tariff Shock. Such a loss loss requires a 17.8% gain to breakeven.
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| Event | GGG | S&P 500 |
|---|---|---|
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -27.2% | -24.5% |
| % Gain to Breakeven | 37.4% | 32.4% |
| Time to Breakeven | 315 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -30.6% | -33.7% |
| % Gain to Breakeven | 44.1% | 50.9% |
| Time to Breakeven | 141 days | 140 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -35.7% | -17.9% |
| % Gain to Breakeven | 55.6% | 21.8% |
| Time to Breakeven | 133 days | 123 days |
| 2010 Eurozone Sovereign Debt Crisis / Flash Crash | ||
| % Loss | -21.7% | -15.4% |
| % Gain to Breakeven | 27.8% | 18.2% |
| Time to Breakeven | 113 days | 125 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -61.0% | -53.4% |
| % Gain to Breakeven | 156.5% | 114.4% |
| Time to Breakeven | 598 days | 1085 days |
In The Past
Graco's stock fell -15.1% during the 2025 US Tariff Shock. Such a loss loss requires a 17.8% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Graco (GGG)
Graco Inc. (GGG) specializes in the design, manufacture, and marketing of advanced systems and equipment for precisely managing fluid and powder materials. The company's core expertise lies in moving, measuring, controlling, dispensing, and spraying a wide array of substances. Through its Industrial segment, Graco provides specialized equipment for applying polyurethane foam and polyurea coatings, dispensing sealants, adhesives, and composite materials, and offering comprehensive liquid and powder finishing solutions for various manufacturing processes and industries.
Beyond industrial applications, Graco’s Process segment supplies pumps and valves critical for moving and dispensing diverse fluids such as chemicals, water, petroleum, food, and lubricants, serving the oil and natural gas industry, wastewater treatment, and general industrial processes. This segment also offers lubrication equipment for vehicle service centers and automatic lubrication systems for heavy machinery and industrial equipment. Furthermore, the Contractor segment provides professional-grade sprayers for paint, viscous roof coatings, and equipment for marking roads, parking lots, and athletic fields, catering to painting, roofing, and construction contractors.
Graco’s extensive product portfolio enables it to serve a broad range of professional end-users across manufacturing, construction, automotive service, infrastructure, and various industrial sectors, selling through distributors, OEMs, home centers, and direct channels worldwide.
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Here are 1-2 brief analogies for Graco (GGG):
- Graco is like "the Black & Decker for industrial spraying and dispensing tools."
- Graco is like "the Caterpillar for fluid and coating application machinery."
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- Industrial Fluid Handling & Finishing Systems: Equipment for spraying coatings (foam, polyurea, liquid, powder), and dispensing sealants, adhesives, and composite materials.
- Process Fluid Transfer Pumps & Valves: Pumps for moving various industrial fluids (chemicals, water, petroleum) and pressure valves for oil & gas and other industrial processes.
- Lubrication Systems & Service Equipment: Automatic lubrication solutions for industrial and mobile equipment, along with pumps, reels, and meters for vehicle service centers.
- Contractor Paint & Line Striping Sprayers: Sprayers for professional paint application on walls and roofs, and equipment for marking roads and floors.
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Graco Inc. (GGG) primarily sells its products and systems to other companies (B2B) rather than individuals. The provided background information describes the types of industries and businesses that utilize Graco's equipment, rather than listing specific named corporate customers.
Based on the company description, Graco's major customer categories include:
- Industrial & Manufacturing Companies: This broad category includes businesses involved in automotive, aerospace, general manufacturing, and other industrial sectors that require equipment for fluid handling, precision dispensing of sealants, adhesives, and composite materials, as well as various industrial coating and finishing applications (e.g., liquid finishing, powder coating, polyurethane foam, and polyurea).
- Process Industry Companies: This encompasses businesses in sectors such as oil and natural gas, chemical processing, water and wastewater treatment, food and beverage, and other industrial facilities. These customers utilize Graco's pumps, valves, and systems for moving, measuring, controlling, and dispensing chemicals, petroleum, water, lubricants, and other fluids, including chemical injection solutions for oil wells and pipelines.
- Professional Contractors & Automotive Service Centers: This category includes professional contractors such as painting contractors, general construction contractors, and companies specializing in road, parking lot, and athletic field marking. It also covers a wide range of automotive and heavy equipment service providers, including fast oil change facilities, service garages, fleet service centers, automobile dealerships, auto parts stores, and truck builders.
- Original Equipment Manufacturers (OEMs): Graco supplies components, systems, and accessories (e.g., pumps, automatic lubrication systems) that other manufacturers integrate into their own finished industrial and commercial equipment, compressors, turbines, and on- and off-road vehicles.
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Mark W. Sheahan - President and Chief Executive Officer
Mark W. Sheahan joined Graco in 1995 and has served as its President and Chief Executive Officer since June 2021. His extensive career at Graco includes roles as Chief Financial Officer & Treasurer, Vice President/General Manager of Applied Fluid Technologies, Chief Administrative Officer, and Vice President & Treasurer. Beyond Graco, he is currently a director of Tennant Company and serves on the board of managers of Fernweh Group, LLC.
Sanjiv Gupta - Chief Financial Officer and Treasurer
Sanjiv Gupta is appointed as Graco's Chief Financial Officer and Treasurer, effective April 15, 2026. He joins Graco after more than two decades at General Motors Company (GM), where he held various finance and operational leadership positions. Most recently, he was the Vice President & Chief Financial Officer for GM International. His prior roles at GM included Executive Director of Corporate Financial Planning and Analysis, and President & Managing Director of GM India. Earlier in his career, Mr. Gupta held operational roles at Nestlé.
Angela F. Wordell - Executive Vice President and Chief Operations and Supply Chain Officer
Angela F. Wordell became Executive Vice President and Chief Operations and Supply Chain Officer in January 2025. Having joined Graco in 1993, she has a long history with the company, including previous positions as Executive Vice President of Operations, and President of the Worldwide Oil & Natural Gas Division. She has also held various manufacturing management, engineering, and director-level roles within Graco's operations and supply chain.
Joseph J. Humke - Executive Vice President, General Counsel and Corporate Secretary
Joseph J. Humke assumed the role of Executive Vice President, General Counsel and Corporate Secretary at Graco in July 2021. Prior to joining Graco, from 2001 to June 2021, he was an equity partner in the Mergers & Acquisitions and Private Equity practice groups at Ballard Spahr LLP and Lindquist & Vennum LLP. His earlier career included work as an associate in the Corporate & Securities practice group of Mayer Brown LLP and serving as a law clerk for the United States Court of Appeals for the Seventh Circuit. Mr. Humke also serves as a director of SkyWater Technology, Inc.
Kathryn L. Schoenrock - Executive Vice President and Chief Information Officer
Kathryn L. Schoenrock was appointed Executive Vice President and Chief Information Officer in February 2024. She began her tenure at Graco in 2012 and has held multiple leadership positions, including Executive Vice President and Chief Technology Officer, Executive Vice President, Corporate Controller and Information Systems, and Director of Corporate Finance. Before her time at Graco, Ms. Schoenrock gained experience in public accounting, working as a Senior Manager and in various other roles within the audit practices of Deloitte & Touche LLP and Arthur Andersen LLP.
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Key Risks to Graco (GGG)
- Exposure to Cyclical Industrial and Construction Markets: Graco's diverse product portfolio, serving industrial manufacturing, construction, infrastructure, and automotive service sectors, makes it highly susceptible to economic fluctuations. Downturns in these cyclical markets can lead to reduced demand for its fluid and powder handling systems and equipment, impacting revenue and profitability across all segments.
- Dependence on the Oil and Gas Industry: A portion of Graco's Process segment supplies pressure valves for the oil and natural gas industry and chemical injection pumping solutions for oil wells and pipelines. The global transition towards renewable energy and potential long-term declines in fossil fuel exploration and production could significantly diminish demand for these specialized products, posing a risk to that segment's performance.
- Raw Material and Supply Chain Volatility: As a global manufacturer, Graco is exposed to risks associated with the cost and availability of raw materials (such as metals, plastics, and electronic components) and potential disruptions in its global supply chain. Price volatility, shortages, or delays due to geopolitical events, natural disasters, or logistical challenges could increase manufacturing costs, hinder production, and negatively affect profit margins.
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The widespread adoption of electric vehicles (EVs) threatens Graco's Process segment, specifically its business supplying pumps, hose reels, meters, valves, and accessories to facilities like fast oil change centers, service garages, and automobile dealerships, which primarily cater to internal combustion engine vehicles and their fluid maintenance needs.
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Graco (GGG) operates within several addressable markets for its diverse range of fluid and powder material handling equipment.
Industrial Segment
- Proportioning systems to spray polyurethane foam and polyurea coatings: The global polyurethane spray foam insulation machine market was valued at USD 311 million in 2025 and is projected to reach USD 387 million by 2034. While a specific market size for polyurea coatings equipment was not identified, Graco's offerings in this area contribute to the broader specialty coatings and dispensing equipment markets.
- Equipment that pumps, meters, mixes, and dispenses sealant, adhesive, and composite materials: The global sealant and adhesive dispensing equipment market is projected to reach USD 18.3 billion in 2025. More broadly, the global industrial dispensing system and equipment market was estimated at USD 21.00 billion in 2024 and is predicted to increase to approximately USD 36.60 billion by 2034.
- Liquid finishing equipment and paint circulating and supply pumps: The global paint sprayer market was valued at USD 1.4 billion in 2026 and is expected to reach USD 2.2 billion by 2035. The global spray painting machine market size was valued at around USD 4.3 billion in 2023 and is projected to reach USD 6.8 billion by 2032.
- Powder finishing products: The global powder coating equipment market size is estimated to be valued at USD 3,201.2 million in 2024 and is expected to reach USD 5,264.3 million by 2034.
Process Segment
- Pumps to move and dispense chemicals, water, wastewater, petroleum, food, lubricants, and other fluids: The global industrial pumps market size was valued at USD 68.09 billion in 2024 and is projected to reach USD 96.95 billion by 2034.
- Pressure valves used in the oil and natural gas industry, other industrial processes, and research facilities: The global industrial valves market size was valued at USD 64,335.89 million in 2023 and is projected to reach USD 89,331.32 million by 2031.
- Chemical injection pumping solutions: The global chemical injection pumps market size was valued at USD 42.7 billion in 2023 and is anticipated to reach USD 96.0 billion by 2033.
- Pumps, hose reels, meters, valves, and accessories for fast oil change facilities, service garages, fleet service centers, automobile dealerships, auto parts stores, truck builders, and heavy equipment service centers; and systems, components, and accessories for the automatic lubrication of bearings, gears, and generators: The global lubrication equipment market size was over USD 32.12 billion in 2025 and is poised to exceed USD 54.35 billion by 2035. The global automatic lubrication systems market was valued at USD 842 million in 2024 and is projected to reach USD 1063 million by 2032.
Contractor Segment
- Sprayers to apply paint to walls and other structures, and viscous coatings to roofs: This falls under the paint sprayer and spray painting machine markets as described in the Industrial Segment. The global paint sprayer market was valued at USD 1.4 billion in 2026 and is expected to reach USD 2.2 billion by 2035.
- Markings on roads, parking lots, athletic fields, and floors: The global road marking equipment market is valued at US$1.7 billion in 2025 and projected to reach US$2.6 billion by 2032.
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Graco Inc. (GGG) is expected to drive future revenue growth over the next 2-3 years through a combination of strategic acquisitions, organic growth across its segments, continued product innovation, and targeted pricing actions.
- Strategic Acquisitions: Graco has a strong acquisition pipeline and is committed to generating a significant portion of its long-term revenue growth, specifically one-third, through strategic acquisitions. Recent integrations of companies like COROB, Radia, and Color Service are anticipated to contribute nearly $190 million in full-year revenue, expanding Graco's market reach and innovation capabilities. These acquisitions are expected to lead to mid-single-digit total sales growth when factored into the company's 2026 guidance.
- Organic Growth in Industrial and Contractor Segments: Graco anticipates low single-digit organic sales growth on a constant currency basis for 2026. This organic growth is supported by steady demand, particularly in the Industrial and Contractor segments. The Contractor segment has shown encouraging organic growth, including strong performance in home center channels and the COROB business.
- Product Innovation: Driving product innovation is a key initiative for Graco, and management emphasizes its importance in supporting future growth. This focus on new product introductions is expected to contribute to the company's modest growth outlook.
- Pricing Actions: Targeted interim pricing actions have successfully offset higher product costs and improved gross margins. These disciplined pricing strategies are noted as factors that will continue to support Graco's revenue outlook.
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Share Repurchases
- In December 2025, Graco's Board of Directors authorized a new plan to repurchase up to 15 million shares of its outstanding common stock. This is in addition to approximately 8 million shares remaining under a previous authorization from 2018.
- The company repurchased approximately $188.98 million in shares during 2022 and approximately $102.35 million in shares during 2023.
- Projected share repurchases for 2025 include $238.08 million in Q1, $122.69 million in Q2, and $62.15 million in Q4.
Share Issuance
- Graco's shares outstanding showed a 0.12% increase in 2024, reaching 0.172 billion, following a 0.4% decline in 2023 from 0.172 billion in 2022.
- Shares outstanding further declined by 1.85% in 2025 to 0.169 billion.
Outbound Investments
- In July 2025, Graco completed the acquisition of Color Service S.r.l., an Italian-headquartered global provider of automated dosing systems for powder and liquid applications, for €63 million.
- This acquisition is expected to strengthen Graco's powder handling portfolio and create growth opportunities through complementary technologies and global expansion.
- Graco completed several acquisitions in recent years, including one in 2022 and one in 2021.
Capital Expenditures
- Capital expenditures were $133.6 million in 2021, $201.2 million in 2022, and $184.8 million in 2023.
- Estimated capital expenditures are $106.7 million for 2024 and $45.67 million for 2025.
- The capital expenditures are focused on supporting the company's core business of designing, manufacturing, and marketing systems and equipment for managing fluid and powder materials.
Peer Outperformance in Industrial Machinery & Supplies & Components
GGG has trailed 66% of its 70 Industrial Machinery & Supplies & Components peers over 5Y. Among the peers that beat it are NPO, PH and GRC. Industrial Machinery & Supplies & Components ranks 6th of 23 industries in Industrials by median 5Y return.
Share of Industrial Machinery & Supplies & Components constituents that GGG has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
37%
of 76 industry peers · -6.4% return
3Y
28%
of 74 industry peers · 10.1% return
5Y
34%
of 70 industry peers · 10.9% return
Industrial Machinery & Supplies & Components peers with revenue growth within 4pp of GGG's that beat it on at least 2 of 3 windows, and by at least 20pp over 5Y. Growth is matched by construction, so the gap is largely a re-rating gap. The multiple column is the context for it.
| Ticker | Name | Rev Growth 3Y Avg | P/E | 1Y | 3Y | 5Y | 5Y Gap |
|---|---|---|---|---|---|---|---|
| GGG | Graco | 1.2% | 24.7x | -6.4% | 10.1% | 10.9% | — |
| NPO | Enpro | 3.6% | 149.6x | 38.1% | 145.3% | 278.7% | +268pp |
| PH | Parker Hannifin | 4.1% | 34.7x | 34.3% | 159.7% | 258.9% | +248pp |
| GRC | Gorman-Rupp | 3.6% | 33.1x | 85.3% | 168.3% | 140.2% | +129pp |
| LECO | Lincoln Electric | 4.2% | 27.8x | 16.4% | 58.2% | 119.3% | +108pp |
| VMI | Valmont Industries | -0.7% | 19.6x | 30.3% | 104.7% | 108.1% | +97pp |
Price returns, excluding dividends. P/E shown for context only and not used for matching.
Median price return by industry across the Industrials sector, ranked by 5Y. Industrial Machinery & Supplies & Components is GGG's own industry. Use this to see which corners of the sector have carried the returns.
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Construction & Engineering | 31 | 25.2% | 124.7% | 202.2% | CDNL 3246% · STRL 2190% · FIX 2132% |
| Marine Transportation | 4 | 57.9% | 61.9% | 150.7% | MATX 212% · KEX 154% · SFL 148% |
| Construction Machinery & Heavy Transportation Equipment | 13 | 12.3% | 66.8% | 120.6% | CAT 324% · ALSN 285% · WAB 252% |
| Aerospace & Defense | 55 | 11.1% | 70.2% | 79.6% | DFNS 2047% · ATI 1042% · FTAI 968% |
| Passenger Ground Transportation | 3 | -5.7% | 65.1% | 69.3% | UBER 96% · CAR 69% · LYFT -63% |
| Industrial Machinery & Supplies & Components ← | 71 | 11.5% | 56.0% | 56.3% | CRS 1440% · PSIX 846% · GHM 735% |
| Rail Transportation | 7 | 38.3% | 76.2% | 50.1% | FSTR 115% · CSX 65% · UNP 56% |
| Cargo Ground Transportation | 16 | 35.7% | 16.1% | 45.4% | XPO 270% · R 264% · CVLG 222% |
| Diversified Support Services | 34 | 8.9% | 37.5% | 34.9% | LIME 4674% · TH 369% · WLFC 347% |
| Trading Companies & Distributors | 18 | 2.2% | 36.4% | 32.1% | DXPE 523% · AIT 303% · URI 232% |
| Building Products | 33 | -8.8% | 15.9% | 28.8% | LMB 436% · GFF 413% · PPIH 289% |
| Electrical Components & Equipment | 41 | 26.1% | 44.8% | 28.3% | POWL 2374% · VRT 856% · BE 849% |
| Industrial Conglomerates | 17 | 15.8% | 26.3% | 4.9% | RCMT 727% · CSW 153% · TTI 145% |
| Office Services & Supplies | 10 | 14.0% | 25.0% | 3.8% | TILE 188% · PBI 159% · EBF 56% |
| Environmental & Facilities Services | 28 | -8.3% | 20.9% | 0.8% | CECO 863% · ADUR 661% · GEO 324% |
| Research & Consulting Services | 13 | -7.2% | -18.4% | -1.6% | HURN 220% · CRAI 97% · GRNQ 31% |
| Agricultural & Farm Machinery | 17 | -1.2% | -3.9% | -14.4% | BLBD 200% · DE 88% · GENC 65% |
| Data Processing & Outsourced Services | 6 | -30.4% | -9.5% | -24.5% | EXLS 59% · BR 16% · G -23% |
| Passenger Airlines | 11 | 5.9% | -4.6% | -29.3% | LTM 2324% · UAL 140% · SKYW 130% |
| Human Resource & Employment Services | 20 | 4.5% | -19.4% | -36.1% | BBSI 89% · ADP 51% · KFY 36% |
| Air Freight & Logistics | 12 | -16.2% | -24.2% | -39.1% | CHRW 78% · FDX 67% · EXPD 62% |
| Security & Alarm Services | 10 | -36.2% | -14.3% | -43.4% | CIX 107% · MG 93% · BCO 52% |
| Airport Services | 3 | -69.1% | -69.0% | -58.3% | JOBY -31% · ASLE -58% · UP -100% |
Median of constituents with a full price history over each window. Top names are unfiltered by size in this render.
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Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 205.01 |
| Mkt Cap | 22.9 |
| Rev LTM | 6,340 |
| Op Inc LTM | 1,111 |
| FCF LTM | 948 |
| FCF 3Y Avg | 776 |
| CFO LTM | 1,061 |
| CFO 3Y Avg | 903 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 7.3% |
| Rev Chg 3Y Avg | 3.7% |
| Rev Chg Q | 7.7% |
| QoQ Delta Rev Chg LTM | 1.9% |
| Op Inc Chg LTM | 7.1% |
| Op Inc Chg 3Y Avg | 5.4% |
| Op Mgn LTM | 22.7% |
| Op Mgn 3Y Avg | 22.6% |
| QoQ Delta Op Mgn LTM | 0.1% |
| CFO/Rev LTM | 18.6% |
| CFO/Rev 3Y Avg | 19.6% |
| FCF/Rev LTM | 16.5% |
| FCF/Rev 3Y Avg | 17.4% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 22.9 |
| P/S | 4.4 |
| P/Op Inc | 21.1 |
| P/EBIT | 20.7 |
| P/E | 29.0 |
| P/CFO | 23.6 |
| Total Yield | 4.6% |
| Dividend Yield | 1.0% |
| FCF Yield 3Y Avg | 3.8% |
| D/E | 0.1 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 0.6% |
| 3M Rtn | 9.8% |
| 6M Rtn | -7.9% |
| 12M Rtn | 9.4% |
| 3Y Rtn | 36.1% |
| 1M Excs Rtn | -0.7% |
| 3M Excs Rtn | 7.9% |
| 6M Excs Rtn | -19.0% |
| 12M Excs Rtn | -7.7% |
| 3Y Excs Rtn | -37.6% |
Comparison Analyses
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Contractor | 1,072 | 989 | 986 | 999 | 988 |
| Industrial | 997 | 958 | 1,018 | 649 | 602 |
| Expansion Markets | 168 | 166 | 192 | ||
| Process | 495 | 398 | |||
| Total | 2,237 | 2,113 | 2,196 | 2,144 | 1,988 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Industrial | 335 | 312 | 356 | 231 | 200 |
| Contractor | 270 | 270 | 285 | 250 | 266 |
| Expansion Markets | 41 | 32 | 43 | ||
| Contingent consideration | 14 | 0 | 9 | 0 | 0 |
| Impairment | 0 | 0 | -8 | 0 | 0 |
| Unallocated corporate expense | -36 | -43 | -39 | -31 | -26 |
| Process | 122 | 91 | |||
| Total | 625 | 570 | 647 | 573 | 531 |
| $ Mil | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Unallocated corporate | 815 | 543 | 805 | 514 | 321 |
| Contractor | 712 | 753 | 488 | 438 | 369 |
| Industrial | 640 | 578 | 714 | 632 | 615 |
| Process | 555 | 565 | 436 | 404 | 387 |
| Total | 2,722 | 2,439 | 2,443 | 1,988 | 1,692 |
Price Behavior
Price Behavior
| Market Price | $80.64 | |
| Market Cap ($ Bil) | 13.2 | |
| First Trading Date | 07/09/1986 | |
| Distance from 52W High | -14.3% | |
| 50 Days | 200 Days | |
| DMA Price | $77.60 | $81.94 |
| DMA Trend | indeterminate | up |
| Distance from DMA | 3.9% | -1.6% |
| 3M | 1YR | |
| Volatility | 23.0% | 20.1% |
| Downside Capture | 13.38 | 66.39 |
| Upside Capture | 43.13 | 44.74 |
| Correlation (SPY) | 16.8% | 36.3% |
GGG Betas & Captures as of 7/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -0.43 | 0.12 | 0.22 | 0.41 | 0.56 | 0.74 |
| Up Beta | -1.98 | -0.59 | -0.18 | 0.45 | 0.53 | 0.76 |
| Down Beta | -0.86 | 0.53 | 0.35 | 0.52 | 0.60 | 0.71 |
| Up Capture | 57% | 37% | 23% | 19% | 36% | 36% |
| Bmk +ve Days | 11 | 22 | 35 | 67 | 138 | 427 |
| Stock +ve Days | 9 | 21 | 27 | 57 | 124 | 382 |
| Down Capture | -25% | 2% | 37% | 56% | 71% | 94% |
| Bmk -ve Days | 11 | 21 | 28 | 59 | 114 | 326 |
| Stock -ve Days | 13 | 22 | 36 | 69 | 127 | 368 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with GGG | |
|---|---|---|---|---|
| GGG | -4.1% | 20.2% | -0.32 | - |
| Sector ETF (XLI) | 20.5% | 17.1% | 0.92 | 61.6% |
| Equity (SPY) | 21.1% | 12.9% | 1.22 | 36.2% |
| Gold (GLD) | 37.5% | 28.8% | 1.10 | 11.5% |
| Commodities (DBC) | 43.2% | 20.2% | 1.66 | -27.3% |
| Real Estate (VNQ) | 12.9% | 13.8% | 0.64 | 47.9% |
| Bitcoin (BTCUSD) | -31.6% | 44.1% | -0.73 | 6.3% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with GGG | |
|---|---|---|---|---|
| GGG | 1.9% | 22.9% | 0.03 | - |
| Sector ETF (XLI) | 13.1% | 17.6% | 0.57 | 74.8% |
| Equity (SPY) | 12.9% | 17.2% | 0.57 | 64.0% |
| Gold (GLD) | 20.6% | 18.6% | 0.90 | 6.9% |
| Commodities (DBC) | 10.4% | 19.6% | 0.41 | 3.9% |
| Real Estate (VNQ) | 2.3% | 18.9% | 0.02 | 60.5% |
| Bitcoin (BTCUSD) | 10.4% | 52.8% | 0.38 | 23.4% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with GGG | |
|---|---|---|---|---|
| GGG | 14.0% | 24.6% | 0.54 | - |
| Sector ETF (XLI) | 13.8% | 20.0% | 0.60 | 75.2% |
| Equity (SPY) | 15.2% | 17.9% | 0.72 | 69.4% |
| Gold (GLD) | 12.7% | 16.2% | 0.64 | 3.6% |
| Commodities (DBC) | 8.0% | 18.0% | 0.36 | 17.0% |
| Real Estate (VNQ) | 5.0% | 20.7% | 0.20 | 57.7% |
| Bitcoin (BTCUSD) | 63.1% | 66.1% | 1.03 | 16.4% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Earnings Returns History
Updated 6/3/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 1/26/2026 | 1.0% | 2.0% | 6.4% |
| 1/27/2025 | -3.0% | -3.1% | -0.1% |
| 1/29/2024 | 2.0% | 1.1% | 5.7% |
| 1/30/2023 | 2.6% | 6.7% | 3.9% |
| 1/31/2022 | 2.4% | -1.0% | -1.1% |
| 1/25/2021 | -4.9% | -7.2% | -6.6% |
| SUMMARY STATS | |||
| # Positive | 4 | 3 | 3 |
| # Negative | 2 | 3 | 3 |
| Median Positive | 2.2% | 2.0% | 5.7% |
| Median Negative | -3.9% | -3.1% | -1.1% |
| Max Positive | 2.6% | 6.7% | 6.4% |
| Max Negative | -4.9% | -7.2% | -6.6% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 1/26/2026 | 1.0% | 2.0% | 6.4% |
| 1/27/2025 | -3.0% | -3.1% | -0.1% |
| 1/29/2024 | 2.0% | 1.1% | 5.7% |
| 1/30/2023 | 2.6% | 6.7% | 3.9% |
| 1/31/2022 | 2.4% | -1.0% | -1.1% |
| 1/25/2021 | -4.9% | -7.2% | -6.6% |
| SUMMARY STATS | |||
| # Positive | 4 | 3 | 3 |
| # Negative | 2 | 3 | 3 |
| Median Positive | 2.2% | 2.0% | 5.7% |
| Median Negative | -3.9% | -3.1% | -1.1% |
| Max Positive | 2.6% | 6.7% | 6.4% |
| Max Negative | -4.9% | -7.2% | -6.6% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 07/22/2026 | 10-Q |
| 03/31/2026 | 04/22/2026 | 10-Q |
| 12/31/2025 | 02/17/2026 | 10-K |
| 09/30/2025 | 10/22/2025 | 10-Q |
| 06/30/2025 | 07/23/2025 | 10-Q |
| 03/31/2025 | 04/23/2025 | 10-Q |
| 12/31/2024 | 02/18/2025 | 10-K |
| 09/30/2024 | 10/23/2024 | 10-Q |
| 06/30/2024 | 07/24/2024 | 10-Q |
| 03/31/2024 | 04/24/2024 | 10-Q |
| 12/31/2023 | 02/20/2024 | 10-K |
| 09/30/2023 | 10/25/2023 | 10-Q |
| 06/30/2023 | 07/26/2023 | 10-Q |
| 03/31/2023 | 04/26/2023 | 10-Q |
| 12/31/2022 | 02/21/2023 | 10-K |
| 09/30/2022 | 10/26/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 07/22/2026 | 10-Q |
| 03/31/2026 | 04/22/2026 | 10-Q |
| 12/31/2025 | 02/17/2026 | 10-K |
| 09/30/2025 | 10/22/2025 | 10-Q |
| 06/30/2025 | 07/23/2025 | 10-Q |
| 03/31/2025 | 04/23/2025 | 10-Q |
| 12/31/2024 | 02/18/2025 | 10-K |
| 09/30/2024 | 10/23/2024 | 10-Q |
| 06/30/2024 | 07/24/2024 | 10-Q |
| 03/31/2024 | 04/24/2024 | 10-Q |
| 12/31/2023 | 02/20/2024 | 10-K |
| 09/30/2023 | 10/25/2023 | 10-Q |
| 06/30/2023 | 07/26/2023 | 10-Q |
| 03/31/2023 | 04/26/2023 | 10-Q |
| 12/31/2022 | 02/21/2023 | 10-K |
| 09/30/2022 | 10/26/2022 | 10-Q |
| 06/30/2022 | 07/27/2022 | 10-Q |
| 03/31/2022 | 04/27/2022 | 10-Q |
| 12/31/2021 | 02/22/2022 | 10-K |
| 09/30/2021 | 10/20/2021 | 10-Q |
| 06/30/2021 | 07/21/2021 | 10-Q |
| 03/31/2021 | 04/21/2021 | 10-Q |
| 12/31/2020 | 02/16/2021 | 10-K |
| 09/30/2020 | 10/21/2020 | 10-Q |
| 06/30/2020 | 07/22/2020 | 10-Q |
| 03/31/2020 | 04/22/2020 | 10-Q |
| 12/31/2019 | 02/18/2020 | 10-K |
| 09/30/2019 | 10/23/2019 | 10-Q |
Insider Activity
Updated 8/5/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Etchart, Eric | Direct | Sell | 8052026 | 80.01 | 3,218 | 257,487 | 3,716,868 | Form | |
| 2 | Simon, Andrea Helen | Direct | Buy | 4272026 | 80.53 | 1,240 | 99,857 | 99,857 | Form | |
| 3 | Wordell, Angela F | EVP, Chief Op and Supply Chain | Direct | Sell | 2092026 | 93.22 | 2,832 | 263,993 | 1,245,392 | Form |
| 4 | White, Timothy R | Pres, Expansion Division | Direct | Sell | 2062026 | 90.70 | 1,469 | 133,233 | 4,664,514 | Form |
| 5 | Gilligan, J Kevin | Direct | Sell | 2042026 | 89.07 | 12,870 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Etchart, Eric | Direct | Sell | 8052026 | 80.01 | 3,218 | 257,487 | 3,716,868 | Form | |
| 2 | Simon, Andrea Helen | Direct | Buy | 4272026 | 80.53 | 1,240 | 99,857 | 99,857 | Form | |
| 3 | Wordell, Angela F | EVP, Chief Op and Supply Chain | Direct | Sell | 2092026 | 93.22 | 2,832 | 263,993 | 1,245,392 | Form |
| 4 | White, Timothy R | Pres, Expansion Division | Direct | Sell | 2062026 | 90.70 | 1,469 | 133,233 | 4,664,514 | Form |
| 5 | Gilligan, J Kevin | Direct | Sell | 2042026 | 89.07 | 12,870 | Form | |||
| 6 | Schoenrock, Kathryn L | EVP, Chief Information Officer | Direct | Sell | 2042026 | 88.06 | 2,223 | 195,760 | 690,936 | Form |
| 7 | O'Shea, Peter J | Pres, Global Industrial Divis | Direct | Sell | 2022026 | 88.10 | 8,820 | 777,007 | 1,302,938 | Form |
| 8 | Merengo, Claudio | Pres, Global Powder Division | Direct | Sell | 2022026 | 87.03 | 14,410 | 1,254,085 | 1,727,769 | Form |
| 9 | Merengo, Claudio | Pres, Global Powder Division | Direct | Sell | 8252025 | 87.11 | 9,132 | 795,492 | 1,710,237 | Form |
| 10 | Etchart, Eric | Direct | Sell | 8182025 | 85.80 | 6,000 | 514,811 | 3,945,060 | Form |
Investor Activity (13F)
Updated Aug 24, 202613F holdings as of Mar 31, 2026 (Q1 2026)
Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
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Industry Resources
| Industrials Resources |
| IndustryWeek |
| Manufacturing.net |
| Aviation Week |
| Industrial Machinery & Supplies & Components Resources |
| Machine Design |
| Modern Machine Shop |
| Industrial Equipment News (IEN) |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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