{"schema_version":"secwatch.filing_event.v1","accession":"0000014693-26-000005","form_type":"8-K","ticker":"BF-A","cik":"0000014693","company_name":"BROWN FORMAN CORP","filed_at":"2026-03-04T23:59:59+00:00","discovered_at":"2026-05-14T18:02:35.138115+00:00","generated_at":"2026-05-15T21:38:23.937299+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"Brown-Forman Q3 net sales +2% to $1.1B; YTD EPS -8% to $1.41; reaffirms outlook","bullets":["Nine-month net sales -2% to $3.0B; operating income flat at $905M; diluted EPS -8% to $1.41.","Q3 net sales +2% to $1.1B; operating income +21% to $340M; EPS +1% to $0.58.","US net sales -8% (-1% organic); Emerging +16%; Travel Retail +9%; Whiskey +2%, Tequila -6%.","Guidance reaffirmed: organic net sales and operating income decline low-single digit; capex $110-120M; tax rate 19%-21%.","Completed $400M share repurchase in Dec 2025; dividend of $0.2310/share declared, payable April 1, 2026."],"urls":{"canonical":"https://secwatch.observer/filing/0000014693-26-000005","json":"https://secwatch.observer/filing/0000014693-26-000005.json","markdown":"https://secwatch.observer/filing/0000014693-26-000005.md","text":"https://secwatch.observer/filing/0000014693-26-000005.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/14693/000001469326000005/0000014693-26-000005-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/14693/000001469326000005/bfb-20260304.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T21:38:23.937299+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"52a03ad741654a7937f8b61d35083c8972c1b4da","claim":"BROWN FORMAN CORP reported nine months ended January 31, 2026 results: revenue $3.0 billion, EPS $1.41. Guidance reaffirmed.","evidence_excerpt":"For the nine months of the fiscal year, the company’s reported net sales decreased 2% to $3.0 billion (flat on an organic basis) compared to the same prior-year period. Year-to-date reported operating income was flat at $905 million (-3% on an organic basis) and diluted earnings per share decreased 8% to $1.41.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/14693/000001469326000005/0000014693-26-000005-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"nine months ended January 31, 2026"},{"label":"Revenue","value":"$3.0 billion"},{"label":"EPS","value":"$1.41"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"7951c8cd18f843767c755cbd6475693985e7fd53","claim":"BROWN FORMAN CORP reported third quarter ended January 31, 2026 results: revenue $1.1 billion, EPS $0.58. Guidance reaffirmed.","evidence_excerpt":"Third quarter reported net sales increased 2% 1 to $1.1 billion (+1% on an organic basis 2 ) compared to the same prior-year period. In the quarter, reported operating income increased 21% to $340 million (flat on an organic basis) and diluted earnings per share increased 1% to $0.58.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/14693/000001469326000005/0000014693-26-000005-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"third quarter ended January 31, 2026"},{"label":"Revenue","value":"$1.1 billion"},{"label":"EPS","value":"$0.58"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}