Graco's 7.9% year-over-year revenue growth in 2026Q3 appears increasingly disconnected from earnings power, as diluted EPS declined 8.5% to $0.75 and gross margin compressed 390 basis points to a decade-low 50.5% from the 54.4% peak in 2024Q2.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth of 7.9% in 2026Q3 failed to translate to earnings, with EPS declining 8.5% to $0.75 as gross margin fell to a decade-low 50.5% and operating margin compressed to 25.3%, while SG&A of $127.5M rose 7.8% in near-lockstep with the top line, suggesting unfavorable operating leverage.
Graco Inc. is viewed positively due to its strong market position, premium product offerings, and resilient revenue streams.
The company benefits from stable demand and high margins, particularly from parts and accessories.
Graco's acquisition of Color Service introduces high-margin, precision dosing technology, creating cross-sell opportunities across multiple industries.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 21, 2026 | $0.81-2.5% vs $0.83 | $586M-0.6% vs $590M |
Q3 2026 Jul 22, 2026 | $0.91+12.6% vs $0.81 | $591M-2.9% vs $608M |
Q2 2026 Apr 22, 2026 | $0.66-11.1% vs $0.74 | $540M-3.7% vs $561M |
Q1 2026 Jan 26, 2026 | $0.77+0.0% vs $0.77 | $593M+0.5% vs $590M |
Evergreen Capital Management LLC increased its stake in shares of Graco Inc. (NYSE: GGG) by 283.8% during the third quarter, according to its most recent filing with the SEC. The institutional investor owned 23,275 shares of the industrial products company's stock after purchasing an additional 17,211 shares during the period. Evergreen Capital Management
Graco (GGG) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.
Graco reported third-quarter revenue of $586 million, up 8%. Organic incoming orders increased 7% during the third quarter.
Graco NYSE: GGG reported record third-quarter fiscal 2026 sales of $586 million, up 8% from a year earlier and including 4% organic growth, as all three operating segments and reportable regions contributed to growth. Management said incoming organic orders rose 7% during the quarter and 4% year to date, while backlog excluding acquisitions increased $51 million, or 18%, from the beginning of the year through Oct. 16.
Benchmark GGG against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Graco Inc. (GGG)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $67.86 | $10.99B | 21.38 | 5.83% | 22.4% | 19.92% | 1.6% | |
| $280.95 | $80.83B | 24.83 | 0.92% | 19.39% | 103.35% | 2.17% | |
| $476.60 | $48.1B | 18.29 | 12.26% | 30.71% | 13.53% | 0.69% | |
| $97.83 | $22.84B | 21.23 | 5.52% | 11.86% | 9.78% | 1.64% | |
| $94.17 | $4.16B | 21.16 | 5.44% | 8.83% | 14.46% | 1.17% | |
| $68.12 | $11.01B | 17.84 | 2.28% | 15.44% | 16.02% | 1.46% |
Graco Inc. (GGG) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Graco Inc. (GGG) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jun 15, 2026·SEC
May 21, 2026·SEC
May 5, 2026·SEC
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Graco Inc. (GGG) stock FAQ — growth, dividends, profitability & financials explained
Graco Inc. (GGG) reported $2.31B in revenue over the trailing twelve months. Revenue was $2.24B in fiscal year 2025. That is 471% more than the $391.8M of fiscal year 1996.
Graco Inc. (GGG) grew revenue by 5.4% over the trailing twelve months, compared with the twelve months before.
Yes. Graco Inc. (GGG) earned $517.5M in net income over the trailing twelve months (a 22.4% net margin).
Yes. Graco Inc. (GGG) pays a dividend that yields 1.60% at the current price, a moderate yield.
Graco Inc. (GGG) had a return on equity (ROE) of 19.9% over the trailing twelve months. That is above the market's typical 10-15%.
Graco Inc. (GGG) generated $587.9M in free cash flow over the trailing twelve months.
