As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the safety & security services industry, including Brady (NYSE: BRC) and its peers.
Rising concerns over physical security, cybersecurity threats, and workplace safety regulations will present opportunities for companies in this sector. AI and digitization will enhance surveillance, access control, and threat detection, which could benefit key players in Safety & Security Services. These trends could also introduce ethical and regulatory concerns over data privacy and automated decision-making in security operations, giving rise to headline risks. Finally, increasing scrutiny on private security practices and evolving criminal justice policies again mean that companies in the space need to operate with the utmost care or risk being the poster child of abuse of power.
The 6 safety & security services stocks we track reported a very strong Q1. As a group, revenues beat analysts’ consensus estimates by 2.5% while next quarter’s revenue guidance was in line.
Luckily, safety & security services stocks have performed well with share prices up 27.5% on average since the latest earnings results.
Best Q1: Brady (NYSE: BRC)
Founded in 1914 and evolving through more than a century of industrial innovation, Brady (NYSE: BRC) manufactures and supplies identification solutions and workplace safety products that help companies identify and protect their premises, products, and people.
Brady reported revenues of $435.2 million, up 13.8% year on year. This print exceeded analysts’ expectations by 7.2%. Overall, it was a stunning quarter for the company with an impressive beat of analysts’ full-year EPS guidance estimates.
Commentary:“Our investment in research & development resulted in strong organic sales growth globally, along with a record quarter of adjusted earnings per share. New product launches over the last several years as well as data center construction drove our sales growth, which is an end market that is ideal for our high-performance identification solutions,” said Brady’s President and Chief Executive Officer, Russell R. Shaller.
Brady pulled off the biggest analyst estimate beat in the group. Unsurprisingly, the stock is up 33.2% since reporting and currently trades at $94.50.
MSA Safety (NYSE: MSA)
Founded in 1914 as Mine Safety Appliances to protect coal miners from dangerous gases, MSA Safety (NYSE: MSA) designs and manufactures advanced safety products that protect workers and facilities across industries including fire service, energy, construction, and manufacturing.
MSA Safety reported revenues of $463.6 million, up 10% year on year, outperforming analysts’ expectations by 2.7%. The business had a very strong quarter with a beat of analysts’ EPS estimates.
The market seems happy with the results as the stock is up 5.7% since reporting. It currently trades at $174.64.
Is now the time to buy MSA Safety? Access our full analysis of the earnings results here, it’s free.
Weakest Q1: Motorola Solutions (NYSE: MSI)
Born from the company that invented the first portable handheld police radio in 1940, Motorola Solutions (NYSE: MSI) provides mission-critical communications, video security, and command center software solutions for public safety agencies and enterprise customers.
Motorola Solutions reported revenues of $2.71 billion, up 7.4% year on year, exceeding analysts’ expectations by 0.6%. It was a satisfactory quarter as it also posted a beat of analysts’ EPS estimates.
Motorola Solutions delivered the highest guidance raise but had the weakest performance against analyst estimates in the group. As expected, the stock is down 4.5% since the results and currently trades at $413.68.
Read our full analysis of Motorola Solutions’s results here.
GEO Group (NYSE: GEO)
With a global footprint spanning three continents and approximately 81,000 beds across 100 facilities, GEO Group (NYSE: GEO) operates secure facilities, processing centers, and reentry services for government agencies in the United States, Australia, and South Africa.
GEO Group reported revenues of $705.2 million, up 16.6% year on year. This print surpassed analysts’ expectations by 1.8%. It was a strong quarter as it also produced a beat of analysts’ EPS estimates.
GEO Group achieved the highest full-year guidance raise among its peers. The stock is up 67.8% since reporting and currently trades at $30.80.
Read our full, actionable report on GEO Group here, it’s free.
Brink's (NYSE: BCO)
Known for its iconic armored trucks that have been a fixture in American cities since 1859, Brink's (NYSE: BCO) provides secure transportation and management of cash and valuables for banks, retailers, and other businesses worldwide.
Brink's reported revenues of $1.38 billion, up 10.3% year on year. This number beat analysts’ expectations by 0.9%. Overall, it was a strong quarter as it also logged a beat of analysts’ EPS estimates and EPS guidance for next quarter in line with analysts’ estimates.
Brink's had the weakest guidance update of the whole group. The stock is up 17.1% since reporting and currently trades at $122.17.
Read our full, actionable report on Brink's here, it’s free.
Market Update
Over the past year, investors have been forced to repeatedly answer the same question: what is the market’s biggest risk? The answer has changed several times, and each shift has reshaped market leadership.
Late in 2025 and early 2026, artificial intelligence became the market’s primary uncertainty. Investors questioned whether AI would erode software pricing power and weaken competitive moats as AI made it easier to replicate once-differentiated products.
By the spring, technology took a back seat to geopolitics. The U.S. conflict with Iran briefly became the market’s dominant narrative, raising concerns about oil prices, inflation, and global growth. But as energy markets remained orderly and fears of a prolonged supply disruption faded, investors quickly turned their focus back to fundamentals.
Want to invest in winners with rock-solid fundamentals? Check out our Hidden Gem Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.
