GGG
Graco Inc.

Graco Inc.GGG

Industrials · Specialty Industrial Machinery
77.86USD
+0.92%
Sep 28, 2026
GGG overview ready
Provider of White Knight High-Purity Fluid Handling Systems for Semiconductor Manufacturing
Graco is a diversified industrial fluid-management company with a specialized semiconductor exposure through White Knight high-purity fluid handling systems, alongside much larger contractor, industrial coating, dispensing, lubrication, powder, adhesive, and process-transfer operations.
Strong narrative exposure
Exposed to the Semiconductor Supply Chain Localization narrative through Domestic Fab Equipment and Specialty Processes — component supplier.
Price trend is broken
Longer-term context reads early recovery, with a near-term setup of failed reclaim.
The tactical setup reads failed reclaim, but the weekly structure is broken.
Demanding valuation
Graco Inc. carries a Expensive valuation stance that the scored components do not clearly support.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Cyclical demand fluctuations in construction and industrial sectors.
Market Sep 25Filing Jun 26Price action Sep 27Research Jul 29

Conviction Level

NarrativeHeat8.7ThemeHeat7.8PriceAction3.4Valuation3.3CompanyPosition7.3
Price
Loading price history…

Price Action

Price trend is broken
Longer-term context reads early recovery, with a near-term setup of failed reclaim.
The tactical setup reads failed reclaim, but the weekly structure is broken.
EntryWeak / unconfirmed recovery

The daily chart may be improving, but the weekly fast averages have not been reclaimed — the recovery is not yet confirmed on the higher timeframe.

Key Financials

Market Cap
$12.6B
Avg Volume (60D)
2.0M
60 sessions
Revenue Growth YoY
+5.8%
FY2025 vs FY2024
Gross Margin
+52.6%
Trailing twelve months
Operating Margin
+28.1%
Trailing twelve months
Free Cash Flow Yield
+5.0%
Distance from 200DMA
-4.5%
Next Earnings
2026-10-21
P/E
23.6x
EV / EBITDA
16.3x
EV / Sales
5.3x
Market metrics as of Sep 25, 2026
Financial results for the period ended Jun 26, 2026
Filed balance-sheet data as of Dec 26, 2025

Fundamentals & Valuation

One of the two valuation perspectives says expensive; intrinsic is the dissenting view.
Graco Inc. carries a Expensive valuation stance that the scored components do not clearly support. Treat it as unresolved.

Company Research

Thesis
Graco is a diversified industrial fluid-management company with a specialized semiconductor exposure through White Knight high-purity fluid handling systems, alongside much larger contractor, industrial coating, dispensing, lubrication, powder, adhesive, and process-transfer operations.
Opportunity
Moderate opportunity
US semiconductor-capacity investment requiring process equipment, high-purity fluid handling, contamination-control systems, and specialty manufacturing capability.
Key risk
Cyclical demand fluctuations in construction and industrial sectors.

Narrative & Theme

Semiconductor Supply Chain Localization
Part of Domestic Fab Equipment and Specialty Processes, with moderate fit.
GGG is a credible but non-core beneficiary of domestic semiconductor-capacity investment.
Narrative HeatHot8.7 / 10
Theme HeatHeating up7.8 / 10
This reading is no longer current (last measured 2026-07-27). It is kept until the next scheduled measurement replaces it.

Business & Markets

Industrials · Specialty Industrial Machinery
What they do

Graco Inc. designs, manufactures, and markets equipment and systems that move, measure, mix, control, dispense, and spray fluid and powder materials globally through its three segments: Contractor, Industrial, and Expansion Markets.

How it earns

The company generates revenue primarily through transactional sales of its equipment and systems.

Products & services
Sprayers for paint and coatings
Two-component proportioning systems
Viscous coatings application equipment
Customers & end markets
Contractors applying coatings and paints
Industrial manufacturers
Expansion markets in fluid handling
Market position

Graco is a leader in specialty industrial machinery focused on fluid handling and spraying equipment.

Demand drivers
Medium cyclicality

Business is influenced by construction and industrial activity cycles which affect demand for its equipment.