Graco (GGG) Is Up 6.2% After 2025 Earnings Beat And Cautious 2026 Sales Guidance Has The Bull Case Changed?

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Graco Inc. reported strong Q4 and full-year 2025 earnings, exceeding previous expectations, and provided cautious sales guidance for 2026 with low single-digit organic growth and mid-single-digit growth including acquisitions. While the stock’s price is now near consensus fair value, the company’s investment narrative continues to be centered on a high-quality industrial franchise with steady revenues and profits, supported by recent dividend increases and buyback authorization. Investors are closely watching execution against guidance and acquisition progress amidst potential valuation risks.

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