CoverageForm 410-K10-Q8-K13D13G13F

BFA, BFB · Brown Forman Corp - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Income Statement

Line itemQ3 '26Q2 '26Q1 '26Q2 '25Q3 '25Q1 '25Q2 '24Q3 '24Q1 '24Q2 '23
Revenue$1.06B$1.04B$924.00M$1.09B$1.03B$951.00M$1.11B$1.07B$1.04B$1.09B
Cost of Revenue$416.00M$421.00M$372.00M$449.00M$416.00M$386.00M$436.00M$434.00M$387.00M$481.00M
Gross Profit$640.00M$615.00M$552.00M$646.00M$619.00M$565.00M$671.00M$635.00M$651.00M$613.00M
R&D----------
SG&A$184.00M$187.00M$177.00M$187.00M$178.00M$188.00M$192.00M$203.00M$200.00M$180.00M
Total Operating Expenses----------
D&A--$22.00M--$22.00M--$21.00M-
Operating Income$340.00M$305.00M$260.00M$341.00M$280.00M$281.00M$339.00M$373.00M$327.00M$313.00M
Interest Expense$26.00M$26.00M$25.00M$32.00M$31.00M$32.00M$31.00M$33.00M$29.00M$18.00M
Income Tax$48.00M$55.00M$50.00M$55.00M$62.00M$58.00M$68.00M$57.00M$68.00M$71.00M
Net Income$267.00M$224.00M$170.00M$258.00M$270.00M$195.00M$242.00M$285.00M$231.00M$227.00M
EPS - Basic$0.58$0.47$0.36$0.55$0.57$0.41$0.50$0.60$0.48$0.47
EPS - Diluted$0.58$0.47$0.36$0.55$0.57$0.41$0.50$0.60$0.48$0.47

Balance Sheet

Line itemQ3 '26Q2 '26Q1 '26Q2 '25Q3 '25Q1 '25Q2 '24Q3 '24Q1 '24Q2 '23
Cash & Equivalents$383.00M$319.00M$471.00M$444.00M$599.00M$416.00M$446.00M$589.00M$426.00M$374.00M
Accounts Receivable$983.00M$1.04B$847.00M$830.00M$855.00M$806.00M$769.00M$878.00M$872.00M$855.00M
Inventory$2.56B$2.56B$2.59B$2.51B$2.45B$2.60B$2.56B$2.53B$2.50B$2.28B
Accounts Payable---$243.00M--$267.00M--$308.00M
Current Assets$4.23B$4.21B$4.18B$4.20B$4.28B$4.08B$4.04B$4.42B$4.19B$3.80B
Total Assets$8.30B$8.22B$8.17B$8.09B$8.07B$8.21B$8.17B$8.24B$8.09B$7.78B
Current Liabilities$1.53B$1.42B$1.50B$1.08B$1.23B$1.65B$1.56B$1.61B$1.31B$1.08B
Long-term Debt$2.09B$2.07B$2.08B$2.42B$2.36B$2.38B$2.37B$2.68B$2.69B$2.68B
Total Liabilities$4.22B$4.09B$4.18B$4.09B$4.25B$4.74B$4.65B$4.99B$4.75B$4.51B
Stockholders' Equity$4.08B$4.13B$3.99B$3.99B$3.82B$3.46B$3.52B$3.25B$3.34B$3.27B
Retained Earnings$5.05B$4.89B$4.67B$4.71B$4.67B$4.25B$4.26B$4.00B$3.67B$3.64B

Cash Flow

Line itemQ3 '26Q2 '26Q1 '26Q2 '25Q3 '25Q1 '25Q2 '24Q3 '24Q1 '24Q2 '23
Operating Cash Flow--$160.00M--$17.00M--$38.00M-
Investing Cash Flow--$2.00M--$10.00M--($44.00M)-
Financing Cash Flow--($138.00M)--($51.00M)--$50.00M-
CapEx--$31.00M--$41.00M--$49.00M-
Free Cash Flow--$129.00M--($24.00M)--($11.00M)-

Ratios

MetricQ3 '26Q2 '26Q1 '26Q2 '25Q3 '25Q1 '25Q2 '24Q3 '24Q1 '24Q2 '23
Profitability
Gross margin60.6%59.4%59.7%59.0%59.8%59.4%60.6%59.4%62.7%56.0%
Operating margin32.2%29.4%28.1%31.1%27.1%29.5%30.6%34.9%31.5%28.6%
EBITDA margin--30.5%--31.9%--33.5%-
Net margin25.3%21.6%18.4%23.6%26.1%20.5%21.9%26.7%22.3%20.7%
Free cash flow margin--14.0%---2.5%---1.1%-
FCF / Net income--0.76---0.12---0.05-
R&D / Revenue----------
SG&A / Revenue17.4%18.1%19.2%17.1%17.2%19.8%17.3%19.0%19.3%16.5%
Effective tax rate15.2%19.7%22.7%17.6%18.7%22.9%21.9%16.7%22.7%23.8%
Return on assets3.2%2.7%2.1%3.2%3.3%2.4%3.0%3.5%2.9%2.9%
Return on equity6.5%5.4%4.3%6.5%7.1%5.6%6.9%8.8%6.9%6.9%
Return on invested capital4.7%3.9%3.3%4.4%3.7%3.7%4.5%5.2%4.2%4.0%
Liquidity
Current ratio2.772.972.793.883.492.472.592.743.203.51
Quick ratio1.091.171.061.561.490.900.951.171.291.40
Cash ratio0.250.230.310.410.490.250.290.370.330.35
Leverage
Debt / Equity0.510.500.520.610.620.690.670.830.800.82
Debt / Assets0.250.250.250.300.290.290.290.330.330.34
Debt / EBITDA--7.36--7.87--7.72-
Interest coverage13.1x11.7x10.4x10.7x9.0x8.8x10.9x11.3x11.3x17.4x
Equity multiplier2.031.992.052.032.112.372.322.542.422.38
Liabilities / Assets0.510.500.510.510.530.580.570.610.590.58
Efficiency
Asset turnover0.130.130.110.140.130.120.140.130.130.14
Inventory turnover0.160.160.140.180.170.150.170.170.150.21
Days sales outstanding340d367d335d277d302d309d254d300d307d285d
Days inventory outstanding2246d2219d2537d2041d2151d2455d2140d2127d2360d1732d
Days payable outstanding---198d--224d--234d
Cash conversion cycle---2120d--2170d--1784d
Valuation
P / E----------
P / B----------
P / S----------
EV / EBITDA----------
Growth
Revenue growth (YoY)2.0%-5.4%-2.8%-1.1%-3.2%-8.4%1.2%-1.1%3.1%10.1%
Revenue CAGR (3y)-0.8%-1.8%-2.8%3.3%-0.1%1.6%4.0%5.5%11.3%3.4%
Revenue CAGR (5y)3.0%1.0%4.2%2.1%2.9%4.4%4.0%4.0%6.3%-
Gross profit growth (YoY)3.4%-4.8%-2.3%-3.7%-2.5%-13.2%9.5%1.8%4.7%3.9%
Operating income growth (YoY)21.4%-10.6%-7.5%0.6%-24.9%-14.1%8.3%115.6%-4.7%-2.8%
Net income growth (YoY)-1.1%-13.2%-12.8%6.6%-5.3%-15.6%6.6%185.0%-7.2%-3.8%
EPS growth (YoY)1.8%-14.5%-12.2%10.0%-5.0%-14.6%6.4%185.7%-7.7%-4.1%
EPS CAGR (3y)40.3%0.0%-11.5%3.9%1.8%0.8%0.0%10.1%-10.5%-7.3%
EPS CAGR (5y)5.2%-1.2%-11.7%-1.4%3.5%1.0%-0.8%5.0%3.2%-5.4%
FCF growth (YoY)------118.2%----
FCF CAGR (5y)--11.2%-------
Book value growth (YoY)6.8%3.5%15.1%13.5%17.8%3.8%7.6%6.8%18.9%19.4%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-04-30.

Product / service

$3.98B total
Whiskey$2.83B · 71.1%
Ready To Drink$491.00M · 12.4%
Restofportfolio$292.00M · 7.3%
Tequila$262.00M · 6.6%
Nonbrandedandbulk$102.00M · 2.6%

Geographic

$6.18B total
US$1.76B · 28.5%
Other Countries$1.32B · 21.3%
Developed International$1.09B · 17.6%
Emerging$852.00M · 13.8%
MX$267.00M · 4.3%
DE$253.00M · 4.1%
AU$199.00M · 3.2%
GB$174.00M · 2.8%
Travel Retail$166.00M · 2.7%
Nonbrandedandbulk$102.00M · 1.6%

Peer comparison

Same SIC group: Beverages

CompanyRevenue (last FY)Net marginROE
STKL$817.72M1.9%9.2%
KO$47.94B27.3%40.7%
COCO--21.5%
KDP$16.60B12.5%8.1%
STZ$9.14B18.5%20.9%

Comparing BROWN FORMAN CORP against the 5 most active filers in the same SIC group.