Graco Inc. (GGG) Revenue Insights: Navigating Market Challenges and Seizing Opportunities in 2025

Performance of the Quarterly Report

Graco (stock code: GGG) had a total operating revenue of RMB528,284,000 (approximately USD528.28 million) on March 28, 2025. Due to the lack of direct data from the same period in 2024, it is not possible to calculate the year-on-year change rate, but its financial health can be judged through the analysis of market demand, product pricing, new product launches, competitive environment, and macroeconomic factors.

Key Data in the Quarterly Report

1. According to Graco's 2024 mid-year report, as of June 28, 2024, the Company's revenue was US$1.045 billion.

2. In the first quarter of fiscal 2024 (as of March 31, 2024), Graco's revenue was US$492 million, down 7.07% year-on-year.

3. As of September 27, 2024, Graco's revenue totaled US$1.565 billion, down 3.95% from the same period last year.

4. The decrease in Graco's revenue in 2024 was mainly reflected in the first quarter, closely related to the overall performance and changes in market demand in the industry.

Peer Comparison

1. Industry-wide analysis: The industry in which Graco operates experienced fluctuations in overall revenue in 2024, with varying performances from competitors. If the overall revenue of the industry increases, Graco's total operating revenue growth may reflect the industry trend; conversely, if the industry's revenue decreases while Graco performs relatively well, it indicates its market competitiveness.

2. Peer evaluation analysis: If Graco's total operating revenue is higher than the industry average, it suggests strong market competitiveness. If other companies in the industry experience significant revenue growth while Graco fails to keep up, attention should be paid to its market strategy and product competitiveness.

Summary

Graco's total operating revenue performance in 2025 shows a certain market competitiveness, but its revenue decrease in 2024 needs attention, reflecting possible market demand fluctuations or competitive pressure. Future attention should be paid to the overall industry trend and the Company's performance in new product launches and market strategies.

Opportunities

1. The rapid development of the new energy battery industry provides Graco with opportunities to participate in the market, especially in solid-state battery technology and cell manufacturing.

2. Graco's wide applications in construction, automotive, industrial, and machinery sectors will drive its market demand growth.

3. With the upgrading of intelligent manufacturing technology and environmental protection equipment, Graco is expected to adapt to market changes and gain new business growth points.

Risks

1. If market demand continues to fluctuate, it may have a negative impact on Graco's revenue.

2. It faces strong market competition, especially from Tianjin Yike Automation and Ingersoll Rand.

3. The success of new product launches directly affects the Company's revenue growth, and failure to meet market demand will significantly impact financial performance.