Brown Forman A (BF5A) Earnings Dates, Call Summary & Reports

Q: When does Brown Forman A (DE:BF5A) report earnings?

Brown Forman A (DE:BF5A) is schdueled to report earning on Jun 10, 2026, Before Open (Confirmed).

Q: What is Brown Forman A (DE:BF5A) earnings time?

Brown Forman A (DE:BF5A) earnings time is at Jun 10, 2026, Before Open (Confirmed).

Q: Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

Q: What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

Q: What is the P/E ratio of Brown Forman A stock?

The P/E ratio of {name} is N/A.

Q: What is DE:BF5A EPS forecast?

DE:BF5A EPS forecast for the fiscal quarter 2026 (Q4) is 0.28.

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Earnings Data

Report Date

Jun 10, 2026

Before Open (Confirmed)

Period Ending

2026 (Q4)

Consensus EPS Forecast

0.28

Last Year’s EPS

0.27

Same Quarter Last Year

Analyst Consensus

Moderate Sell

Based on 1 Analysts Ratings

Earnings Call Summary

Q2 2026

Earnings Call Date:Dec 04, 2025|

% Change Since:

Earnings Call Sentiment|Neutral

The call presented a mix of clear strategic and operational positives — strong emerging-market and Travel Retail growth, successful innovation (Jack Daniel's Blackberry and New Mix RTD), improved cash flow and margin benefits from A&D activities, and completed route-to-consumer transitions — alongside sizable, company-specific negatives (used barrel sales collapse and the Canada trade ban) and soft developed-market demand that materially weighed on reported results and EPS. Management reaffirmed guidance, emphasized cost discipline and capital return actions, and signaled confidence in execution, but acknowledged persistent near-term headwinds and product-mix challenges.

Company Guidance

Brown‑Forman reaffirmed its full‑year fiscal 2026 outlook, guiding to a low single‑digit decline in organic net sales with shipments expected to be roughly in line with depletions, and forecasting reported gross‑margin expansion as A&D benefits (about +190 bps) more than offset negative price/mix (≈‑50 bps) and higher costs (≈‑110 bps). In the first half, reported net sales fell 4% while organic net sales were flat after A&D adjustments; reported gross profit decreased 4% with a 59.5% reported gross margin, reported operating income was down 9% (organic operating income down 4%), and diluted EPS declined 13% to $0.83. Management expects used barrel sales to be lower by more than half of FY2025 levels (H1 used barrel organic net sales were down >60%) and assumes Canada headwinds will persist (Canada organic net sales also down >60%); geographic expectations include emerging markets +12% YTD, Global Travel Retail +6%, developed international −6% and the U.S. roughly flat in H1. Financial/capital metrics and returns include an updated full‑year capex range of $110–$120M (previously $125–$135M), cash from operations of $292M (up $163M), free cash flow of $236M (up $179M), an effective tax‑rate outlook of ~21–23%, a 2% quarterly dividend increase (42nd consecutive annual increase) and a Board‑authorized $400M buyback (≈$99M repurchased as of Oct. 31). Finally, management reiterated no assumed change to current tariff impacts and expects organic operating income to decline in the low single‑digit range for FY2026.

Top-line Performance (Reported vs Organic)

Reported net sales declined 4% in the first half of fiscal 2026, while organic net sales were flat (0%) after adjusting for acquisition & divestiture (A&D) impacts related to Korbel and Sonoma-Cutrer.

Emerging Markets Strength

Emerging international markets delivered double-digit organic net sales growth of 12% in the first half, led by Mexico (18% organic growth driven by RTDs) and Brazil (more than 20% organic growth driven by Jack Daniel's variants and premiumization initiatives).

Global Travel Retail Growth

Global Travel Retail channel organic net sales increased 6% in the first half, benefiting from passenger volumes surpassing pre-pandemic levels and serving as a key brand-building platform.

Successful Innovation — Jack Daniel's Tennessee Blackberry

Blackberry launch exceeded expectations in the U.S. with shipments initially outpacing depletions; phased international rollouts (U.K., Germany, France, Poland, Czechia, Turkey and GTR) showed strong initial retail and consumer response (e.g., Tesco 'best NPD' with double-digit repeat purchase, Amazon preorder sellouts).

New Mix RTD Performance

New Mix, a tequila-based RTD, continued to deliver very strong double-digit growth and led category gains in Mexico, contributing meaningfully to RTD-led growth in the region (Mexico organic net sales +18%).

Margin and Cost Management Progress

Reported gross margin expanded 30 basis points to 59.5% in H1, driven by a 190 bps A&D benefit (absence of Sonoma-Cutrer TSA and conclusion of Korbel relationship) partially offset by cost pressures. Organic SG&A decreased 4% following workforce restructuring; organic A&P was down 1% aligned with depletion-based top-line trends.

Improved Cash Generation and Capital Returns

Cash flow from operations increased by $163 million to $292 million; free cash flow rose by $179 million to $236 million. Board approved a 2% quarterly dividend increase (42nd consecutive annual increase) and authorized up to $400 million in share repurchases, with $99 million repurchased as of Oct 31, 2025.

Reaffirmed Full-Year Guidance and Strategic Actions

Management reaffirmed fiscal 2026 outlook, expecting low single-digit organic net sales decline and reported gross margin expansion. Ongoing actions include route-to-consumer transitions (U.S., Japan, Italy), focus on premium-plus and RTD innovation, and workforce restructuring to improve agility and reduce SG&A.

Brown Forman A (DE:BF5A) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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DE:BF5A Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jun 10, 2026	2026 (Q4)	0.28 / -	0.27	―	―	―
Mar 04, 2026	2026 (Q3)	0.41 / 0.50	0.496	1.75% (<+0.01)
Dec 04, 2025	2026 (Q2)	0.41 / 0.41	0.479	-14.55% (-0.07)
Aug 28, 2025	2026 (Q1)	0.32 / 0.31	0.357	-12.20% (-0.04)
Jun 05, 2025	2025 (Q4)	0.30 / 0.27	0.487	-44.64% (-0.22)
Mar 05, 2025	2025 (Q3)	0.40 / 0.50	0.522	-5.00% (-0.03)
Dec 05, 2024	2025 (Q2)	0.43 / 0.48	0.435	10.00% (+0.04)
Aug 29, 2024	2025 (Q1)	0.40 / 0.36	0.418	-14.58% (-0.06)
Jun 05, 2024	2024 (Q4)	0.36 / 0.49	0.374	30.23% (+0.11)
Mar 06, 2024	2024 (Q3)	0.49 / 0.52	0.183	185.71% (+0.34)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

DE:BF5A Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Mar 04, 2026	€23.98	€24.97	+4.13%
Dec 04, 2025	€24.78	€25.37	+2.38%
Aug 28, 2025	€24.98	€24.98	0.00%
Jun 05, 2025	€28.07	€26.14	-6.90%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Brown Forman A (DE:BF5A) report earnings?

Brown Forman A (DE:BF5A) is schdueled to report earning on Jun 10, 2026, Before Open (Confirmed).

What is Brown Forman A (DE:BF5A) earnings time?

Brown Forman A (DE:BF5A) earnings time is at Jun 10, 2026, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is the P/E ratio of Brown Forman A stock?

The P/E ratio of Brown Forman A is N/A.

What is DE:BF5A EPS forecast?

DE:BF5A EPS forecast for the fiscal quarter 2026 (Q4) is 0.28.