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Jul 31, 2025
Brown-Forman Q1 2026 Earnings Report
Brown-Forman posted lower sales and earnings but reaffirmed its full-year outlook for fiscal 2026.
Key Takeaways
Brown-Forman's Q1 FY26 revenue declined 3% year-over-year, and EPS fell to $0.36. Despite headwinds in the U.S. and developed markets, growth in emerging markets and travel retail supported results, prompting the company to maintain its full-year guidance.
Revenue was $924 million, down 3% YoY.
Net income fell 13% to $170 million.
Gross margin improved to 59.8% despite cost pressures.
Company reaffirmed its full-year fiscal 2026 guidance.
Revenue by Geographic Location
Forward Guidance
Brown-Forman reaffirmed its fiscal 2026 guidance despite ongoing macroeconomic and geopolitical headwinds.
Positive Outlook
- Full-year outlook reaffirmed.
- Expected low-single-digit organic net sales decline.
- Capital expenditures to remain disciplined.
- Strong momentum in emerging markets.
- Continued expansion in travel retail channel.
Challenges Ahead
- Consumer demand softness in the U.S. and developed markets.
- Uncertainty due to geopolitical and macroeconomic volatility.
- Adverse foreign exchange impacts.
- Lower used barrel sales expected.
- Restructuring charges and pension settlement expenses impacted margins.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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