Graco Inc. introduced Pulse Mobile, the first wirelessly connected and automated fluid‑management system designed for field service. The product, unveiled during CONEXPO 2026 in Las Vegas, enables heavy‑equipment dealers and owners to track and bill maintenance fluids dispensed in the field with real‑time data. By automatically recording fluid usage and transmitting precise usage data to a central system, Pulse Mobile provides a data‑driven solution that can reduce waste, improve service efficiency, and create recurring revenue from data‑management services.
The launch comes on the heels of Graco’s Q4 2025 earnings, which showed net sales of $593.2 million, up 8 % year‑over‑year, and net earnings of $132.5 million, up 22 % year‑over‑year. Diluted earnings per share rose to $0.79, a 25 % increase from the prior year. The company’s adjusted diluted EPS of $0.77 met analyst expectations, while revenue slightly missed some estimates but surpassed others.
Segment performance drove the earnings picture. The Industrial segment led growth with sales of $284 million, up 11 %, supported by strong demand for fluid‑management solutions in mining and construction. The Contractor segment grew 8 % to $266 million, reflecting continued adoption of Graco’s products by construction and logging operators. The Expansion Markets segment declined 6 % to $43 million, a result of weaker demand in emerging markets. The company attributed the overall margin improvement to pricing power and disciplined cost control, offsetting higher product costs and currency benefits.
Mark Sheahan, Graco’s CEO, said the fourth‑quarter results demonstrate the company’s ability to execute effectively in a challenging environment and highlighted the Industrial segment’s performance and margin improvements. He also noted that the company is offering 2026 revenue guidance of low single‑digit organic growth, signaling confidence in continued demand for its connected solutions while acknowledging the need to manage headwinds in certain markets.
Pulse Mobile represents a strategic pivot toward the Internet‑of‑Things space, aligning with Graco’s One Graco strategy and the broader Industry 4.0 trend. By extending its workshop‑based Pulse Pro platform to the field, Graco is creating a comprehensive fluid‑management ecosystem that can generate recurring revenue and deepen customer loyalty. The product launch also coincides with the company’s 100th anniversary, underscoring its long‑standing commitment to innovation.
Investors welcomed the earnings and product announcement, with analysts noting Graco’s strong execution, margin improvements, and the potential upside from its connected‑solutions strategy. The company’s guidance for low single‑digit organic growth in 2026 reflects a cautious but optimistic outlook amid ongoing market uncertainties.
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