GRACO INC
GGG · Pumps & Pumping Equipment · 166.0M shares · +0%/yr ↑ shares · EDGAR filings ↗
Net buyback after stock comp: $72M (gross $102M, SBC $30M)
Reference price $80.53 · est. market cap ~$13.4B — last insider purchase, 2026-04-27 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
A86Graco is a dominant niche fluid-handling franchise with top-decile margins, returns and cash generation.
Strengths
- Top-decile operating margin 27.9% (93rd pct), ROA 15.9% (95th) and FCF margin 28.5% (90th)
- Pricing power in difficult-to-handle fluids niche; net margin 23.3% (89th) and pristine balance sheet (current ratio 3.15)
- Durable distributor moat with consistent acquisition-led growth
Risks
- Modest organic volume growth (consolidated 6% sales, mostly acquisitions/currency)
- Exposure to industrial/construction cyclicality and FX
- Global sourcing and tariff cost pressure
Notable findings
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
52.5%
Operating margin
27.9%
Net margin
23.3%
Return on equity
19.7%
Return on assets
15.9%
Revenue growth (QoQ)
-8.9%
Net-income growth
7.4%
Current ratio
3.2×
Free cash flow
$638M
EBITDA
$732M
Tangible book value
$1.8B
Cash & investments
$624M
Stock comp / revenue
1.5%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-04-27 | Simon Andrea Helen | Buy | 1.2K | $80.53 |
| 2026-02-09 | LOWE DAVID M | Option exercise | 3.0K | $23.85 |
| 2026-02-06 | Wordell Angela F | Option exercise | 2.8K | $30.35 |
| 2026-02-06 | Wordell Angela F | Sell | 2.8K | $93.22 |
| 2026-02-04 | White Timothy R | Sell | 1.5K | $90.70 |
| 2026-02-04 | White Timothy R | Option exercise | 1.5K | $23.85 |
| 2026-02-03 | GILLIGAN J KEVIN | Option exercise | 13K | $36.09 |
| 2026-02-03 | GILLIGAN J KEVIN | Sell | 13K | $89.07 |
| 2026-02-02 | O'Shea Peter J | Sell | 8.8K | $88.10 |
| 2026-02-02 | Schoenrock Kathryn L | Option exercise | 3.3K | $23.85 |
| 2026-02-02 | Schoenrock Kathryn L | Sell | 2.2K | $88.06 |
| 2026-02-02 | O'Shea Peter J | Option exercise | 8.8K | $23.85 |
| 2026-01-30 | Merengo Claudio | Option exercise | 14K | $30.35 |
| 2026-01-30 | Merengo Claudio | Sell | 14K | $87.03 |
| 2026-01-29 | MORFITT MARTHA A M | Tax withheld | 5.5K | $86.83 |
| 2026-01-29 | LOWE DAVID M | Option exercise | 61K | $23.85 |
| 2026-01-29 | LOWE DAVID M | Tax withheld | 38K | $86.83 |
| 2026-01-29 | SHEAHAN MARK W | Option exercise | 64K | $23.85 |
| 2026-01-29 | SHEAHAN MARK W | Tax withheld | 40K | $86.83 |
| 2026-01-29 | MORFITT MARTHA A M | Option exercise | 18K | $26.68 |
| 2026-01-01 | Carter Brett C | Grant | 76 | $81.97 |
| 2025-12-24 | White Timothy R | Option exercise | 2.5K | $23.85 |
| 2025-10-01 | Carter Brett C | Grant | 73 | $84.96 |
| 2025-08-22 | Merengo Claudio | Option exercise | 9.1K | $23.85 |
| 2025-08-22 | Merengo Claudio | Sell | 9.1K | $87.11 |
| 2025-08-14 | Etchart Eric | Option exercise | 6.0K | $26.68 |
| 2025-08-14 | Etchart Eric | Sell | 6.0K | $85.80 |
| 2025-07-01 | Carter Brett C | Grant | 72 | $85.97 |
| 2025-05-13 | Thompson David J | Option exercise | 3.6K | $23.85 |
| 2025-05-13 | Thompson David J | Sell | 3.6K | $86.23 |
| 2025-04-01 | Carter Brett C | Grant | 74 | $83.51 |
| 2025-03-28 | MORFITT MARTHA A M | Option exercise | 16K | $24.07 |
| 2025-02-05 | LOWE DAVID M | Option exercise | 47K | $24.79 |
| 2025-02-05 | LOWE DAVID M | Tax withheld | 28K | $83.90 |
| 2025-01-17 | SHEAHAN MARK W | Option exercise | 47K | $24.79 |
| 2025-01-17 | SHEAHAN MARK W | Tax withheld | 30K | $85.14 |
| 2025-01-01 | Carter Brett C | Grant | 296 | $84.29 |
| 2024-12-31 | JOHNSON DALE D | Option exercise | 25K | — |
| 2024-12-31 | JOHNSON DALE D | Tax withheld | 12K | $83.77 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-15 | Exec/director changeExhibits | filing ↗ |
| 2026-05-21 | Reg FDExhibits | filing ↗ |
| 2026-05-05 | Reg FDExhibits | filing ↗ |
| 2026-04-27 | Shareholder vote | filing ↗ |
| 2026-03-02 | Exec/director changeExhibits | filing ↗ |
| 2026-02-13 | Exec/director change | filing ↗ |
| 2026-01-26 | ResultsExhibits | filing ↗ |
| 2025-10-30 | Exec/director changeExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-15 | 2026-06-12 | 0000042888-26-000114 ↗ |
| 8-K | 2026-05-21 | 2026-05-21 | 0000042888-26-000110 ↗ |
| 8-K | 2026-05-05 | 2026-05-05 | 0001193125-26-205255 ↗ |
| 8-K | 2026-04-27 | 2026-04-24 | 0000042888-26-000101 ↗ |
| 10-Q | 2026-04-22 | 2026-03-27 | 0000042888-26-000098 ↗ |
| 8-K | 2026-03-02 | 2026-02-27 | 0001193125-26-085816 ↗ |
| 10-K | 2026-02-17 | 2025-12-26 | 0000042888-26-000081 ↗ |
| 8-K | 2026-02-13 | 2026-02-12 | 0000042888-26-000036 ↗ |
| 8-K | 2026-01-26 | 2026-01-26 | 0000042888-26-000019 ↗ |
| 8-K | 2025-10-30 | 2025-10-30 | 0000042888-25-000055 ↗ |
| 10-Q | 2025-10-22 | 2025-09-26 | 0000042888-25-000047 ↗ |
| 10-Q | 2025-07-23 | 2025-06-27 | 0000042888-25-000025 ↗ |