earnings
confidence high
sentiment neutral
materiality 0.70
BellRing Q4 net sales up 16.6% to $648.2M; FY2026 EBITDA guidance below FY2025 actual
BELLRING BRANDS, INC.
2025-FY EPS reported
$1.68
revenue$2,316,600,000
- Q4 net sales $648.2M (+16.6% YoY); operating profit $102.2M, net earnings $59.6M, Adjusted EBITDA $117.4M.
- FY2025 net sales $2,316.6M (+16.1%); Adjusted EBITDA $481.6M; generated $260.6M cash from ops; repurchased 7% of shares.
- FY2026 outlook: net sales $2.41-$2.49B, Adjusted EBITDA $425-$455M (vs $481.6M in FY2025).
- Updated long-term algorithm: net sales growth 7-9%, Adjusted EBITDA margin 18-20%.