---
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"
generated_at: "2026-05-15T21:38:23.937299+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# Brown-Forman Q3 net sales +2% to $1.1B; YTD EPS -8% to $1.41; reaffirms outlook

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000014693-26-000005
- JSON: https://secwatch.observer/filing/0000014693-26-000005.json
- Plain text: https://secwatch.observer/filing/0000014693-26-000005.txt

## Key facts
- Earnings Releases
  BROWN FORMAN CORP reported nine months ended January 31, 2026 results: revenue $3.0 billion, EPS $1.41. Guidance reaffirmed.
  - Period: nine months ended January 31, 2026
  - Revenue: $3.0 billion
  - EPS: $1.41
  - Guidance: reaffirmed
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/14693/000001469326000005/0000014693-26-000005-index.htm
- Earnings Releases
  BROWN FORMAN CORP reported third quarter ended January 31, 2026 results: revenue $1.1 billion, EPS $0.58. Guidance reaffirmed.
  - Period: third quarter ended January 31, 2026
  - Revenue: $1.1 billion
  - EPS: $0.58
  - Guidance: reaffirmed
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/14693/000001469326000005/0000014693-26-000005-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.