10-Q · July 22, 2026
Graco delivered a strong Q2 earnings result, with diluted EPS of $0.87 up 14% year over year and $0.06 above consensus, driven by 130-basis-point gross-margin expansion, tariff refunds, and lower foreign-exchange…
Earnings analysis · 10-Q
GGG earnings analysis
Filed October 21, 2026 · Our reading of the company's report
The latest report
The provided 10-Q extract does not contain the quarterly income statement, balance sheet, cash flow statement, segment results, or MD&A, so current-period performance versus 2026Q2 and 2025Q3 cannot be assessed. The…
Read full summary
The provided 10-Q extract does not contain the quarterly income statement, balance sheet, cash flow statement, segment results, or MD&A, so current-period performance versus 2026Q2 and 2025Q3 cannot be assessed. The filing reports 1,676,108 share repurchases during the quarter and 17,117,781 shares remaining under the plans. Management reported no material changes to risk factors or market-risk disclosures, and no quantitative guidance is available in the provided text.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
What stood out
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1.68 million shares repurchased
The company repurchased 1,676,108 shares during the quarter: 514,108 at an average $73.93, 761,000 at $81.75, and 401,000 at $78.67.
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17.1 million shares remain authorized
The company had 17,117,781 shares remaining available under its repurchase plans at the end of the period, after the December 5, 2025 authorization added up to 15 million shares.
What to watch
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No updated risk-factor disclosure
The filing states there were no material changes to the risk factors disclosed in the 2025 Annual Report on Form 10-K; therefore, the current extract provides no updated risk-factor detail.
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Cash used for share repurchases
The company repurchased 1,676,108 shares during the quarter, using cash at average prices ranging from $73.93 to $81.75 per share; the extract does not provide liquidity or cash-balance data to assess the effect.
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No market-risk update
The filing states there were no material changes related to market risk from the disclosures in the 2025 Annual Report on Form 10-K, limiting visibility into current exposure changes.
Management's outlook
The provided filing extract does not include quantitative revenue, EPS, margin, cash-flow, balance-sheet, segment, or forward-guidance disclosures. The filing references Exhibit 99.1, the press release reporting third-quarter earnings dated October 21, 2026, but its contents were not provided.
Earlier filings 2
10-Q · April 22, 2026
Graco reported Q1 revenue of $540,144,000, a 2% increase from $528,284,000 a year ago, but operating earnings and diluted EPS declined. Gross margin compressed to 52.0% and operating margin fell to 25.5%, driven by…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.