Graco Inc.GGG
NYSE•Industrials•Specialty Industrial Machinery
Graco Inc. designs, manufactures, and markets systems and equipment used to move, measure, mix, control, dispense, and spray fluid and powder materials in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It operates through three segments: Contractor, Industrial and Expansion Markets. The Contractor segment provides sprayers to apply paint to walls and other structures; two-component proportioning systems to spray polyurethane foam and polyurea coatings; viscous coatings to roofs, markings on roads, parking lots, athletic fields, and floors; and high-performance volumetric and gravimetric dispense, mixing, and shaking equipment. The Industrial segment designs and manufactures liquid finishing and advanced fluid dispensing equipment; pumps to move chemicals, petroleum, food, and other fluids; and systems, components, and accessories for the automatic lubrication of bearings, gears, and generators; supplies equipment for equipment maintenance and vehicle servicing applications, as well as make powder finishing products and complete powder finishing systems. The Expansion Markets segment manufactures pumps for use in the semiconductor industry; high pressure and ultra-high-pressure valves used in the oil and natural gas industry; and environmental monitoring and remediation equipment that is used to conduct ground water sampling, ground water remediation, and for landfill liquid and gas management. Graco Inc. was incorporated in 1926 and is headquartered in Minneapolis, Minnesota.
Graco Inc. (GGG) reported trailing twelve months revenue of $2.25B as of March 2026, a 4.6% increase year-over-year. Quarterly revenue reached $540.14M, reflecting continued top-line momentum.
Graco Inc. generated $516.24M in TTM net income, with quarterly EBITDA of $166.38M. The operating margin contracted from 27.3% to 25.5%, suggesting rising cost pressures or pricing headwinds.
The spread between operating margin (25.5%) and net margin (21.9%) indicates tight cost control with minimal non-operating drag. Net margin has narrowed from 23.5% a year ago, reflecting increased costs or interest expense.
GGG trades at a P/E of 27.2x (in line with broad market averages) and a P/S of 6.2x. The price-to-book ratio of 5.1x indicates a significant premium over book value.
The company generated $108.11M in free cash flow over the trailing twelve months, a 5.8% decrease year-over-year, indicating cash generation ability. The balance sheet shows $3.33B in total assets with no in long-term debt against $2.74B in stockholders equity. Data based on the most recent quarterly reports.
Competitive analysis based on 21 quarters of fundamental data
Operating margins are stable at ~27.3%, suggesting durable pricing power and cost discipline.
Consistently high ROE averaging 19.4% suggests a durable competitive advantage and efficient capital allocation.
Free cash flow is consistently positive and growing — a hallmark of a capital-light business that can self-fund growth.
Revenue shows resilience with 5 of 7 quarters posting growth — demand is generally stable but has seen some soft patches.
Data-driven red flags and warnings across 21 quarters
Margins are stable or improving at ~27.5% — no sign of cost or pricing stress.
FCF covers net income by 1.2x on average — earnings are well-supported by cash generation.
Limited debt-to-equity data available.
Revenue is stable or growing over recent quarters — demand appears durable.
Free cash flow is consistently positive — the business self-funds without external capital reliance.
Shares decreased 2.1% — net buybacks are reducing shares outstanding and boosting per-share value.
Quarterly standardized metrics.
Stock price and market valuation
Revenue and earnings growth across quarters
Assets, cash, debt, and leverage
Price multiples and return ratios
Operating efficiency and return metrics
Free cash flow, earnings quality, and capital allocation