Graco Inc. (GGG)

Graco's stock experienced a new 52-week high in early February 2026. The company reported strong fourth-quarter 2025 results, with increased net sales and diluted net earnings per share. Graco increased its quarterly dividend and authorized a share buyback. In Q3 2025, sales fell short of estimates, but non-GAAP profit was in line with expectations. Several firms raised their price targets for Graco in late January 2026, and a "golden cross" technical indicator was observed in early February 2026.

The industrial products industry is cyclical and sensitive to economic downturns. Graco acknowledged softness in core end markets in 2025, but noted growth in the Contractor segment during Q4 2025. Graco emphasizes aftermarket sales and consumables to mitigate cyclical impacts. The Process segment has shown stronger growth compared to the Contractor segment.

Graco's business is divided into three segments: Industrial, Process, and Contractor. The Industrial segment provides equipment for industrial applications like paint spraying and sealant dispensing. The Process segment caters to industries requiring fluid management solutions. The Contractor segment serves professional contractors in construction and maintenance. Graco employs a "razor-and-blade" strategy, selling equipment and generating revenue from replacements.

Graco's headquarters are in Minneapolis, Minnesota, with regional headquarters in Belgium and China. They operate manufacturing facilities across the United States, Switzerland, Italy, China, India, Belgium, and Romania. Products are distributed worldwide through third-party distributors and original equipment manufacturers.

Graco has maintained a positive brand reputation and was recognized as one of the "Most Trustworthy Companies in America 2025." The company released its annual ESG report in November 2025, highlighting strategic acquisitions, facility investments, and safety emphasis.

Graco has a diverse ownership structure, with a significant portion held by institutional investors such as BlackRock, Inc., Vanguard Group Inc, and State Street Corp. Insider ownership is relatively low.