Short answer
Brown–Forman (BF.B) filed its Q4 2025 10-Q quarterly report on Dec 4, 2025 for the quarter ended Oct 31, 2025. Quarterly revenue was $1.0B (down 5.4% year over year) with net income of $224M.
Q4 2025 key financials · XBRL
- Revenue
- $1.0B
- −5.4% YoY · +12.1% QoQ
- Net income
- $224M
- −13.2% YoY · +31.8% QoQ
- Operating margin
- 29.4%
- Gross margin
- 59.4%
- EPS (diluted)
- $0.47
- −14.5% YoY · +30.6% QoQ
Source: XBRL data from the Brown–Forman (BF.B) Q4 2025 10-Q on SEC EDGAR. USD.
Brown–Forman Q4 2025 10-Q analysis
AI summary of MD&A and risk factor updates
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
- Regulatory/legal risk: Moody's downgraded credit rating Nov 2025 from A1 to A2, affecting debt reclassification and borrowing costs amid challenging operating environment
- Operational/market risk: Macroeconomic and geopolitical uncertainties reducing consumer spending and confidence, notably causing 9% U.S. net sales decline and unfavorable portfolio mix
- Financial risk: Cash and equivalents declined to $319M (Oct 31, 2025) from $444M (Apr 30), 53% held offshore with potential repatriation tax impact; $900M commercial paper program for liquidity
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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