BF.B Brown–Forman

Q4 2025 10-Q
Filed: Dec 4, 2025Period ending Oct 31, 2025
Consumer Staples
BeveragesSEC EDGAR

Brown–Forman (BF.B) 10-Q quarterly report for Q4 2025, filed with SEC EDGAR on Dec 4, 2025 for the fiscal period ending Oct 31, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

AI Filing Analysis
Q4 2025 10-Q

Risk Factors

  • New restructuring initiative approved Q3 FY2025: 12% workforce reduction, cooperage closure, special early retirements, impacting operating expenses and income through Q2 FY2026
  • Most material update: U.S. distributor evolution started FY2026, transition in 14 markets, causing initial inventory build, net sales impact, and higher portfolio pricing
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Quarterly Financial Summary
XBRL

Revenue

$1.0B

-5.4% YoY +12.1% QoQ

Net Income

$224M

-13.2% YoY +31.8% QoQ

Gross Margin

59.4%

+37bp YoY -38bp QoQ

Operating Margin

29.4%

-170bp YoY +130bp QoQ

Net Margin

21.6%

-194bp YoY +322bp QoQ

ROE

5.4%

-155bp YoY

Total Assets

$8.2B

-1.3% YoY

EPS (Diluted)

$0.47

-14.5% YoY +30.6% QoQ

Operating Cash Flow

$132M

+17.9% YoY -17.5% QoQ

Source: XBRL data from Brown–Forman Q4 2025 10-Q filing on SEC EDGAR. All figures in USD.

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