NYSE$BF-A

Brown Forman Corporation · Q4 2024 earnings

Q4 2024 earnings · · Investor relations

Briefing

Brown-Forman's Q4 2024 earnings declined due to inventory reductions across the spirits value chain, but the company remained focused on long-term growth.

Brown-Forman reported a decrease in net sales for the fourth quarter of fiscal year 2024, but an increase in operating income and diluted earnings per share. The company's full-year results showed a slight decrease in net sales but significant growth in operating income and diluted earnings per share.

  • Fourth quarter reported net sales decreased 8% to $1.0 billion.
  • Fourth quarter reported operating income increased 26% to $375 million.
  • Fourth quarter diluted earnings per share increased 31% to $0.56.
  • Full year reported net sales decreased 1% to $4.2 billion.

Headline financials

Total Revenue

$964M

Previous: $1.05B-7.8%
EPS (adj)

$0.56

Previous: $0.43+30.2%
Operating Margin

38.9%

Previous: 28.5%+36.5%
Quarterly Dividend

$0.22

Previous: $0.21+6.0%
Gross Margin

59.0%

Previous: 60.8%-3.0%
Effective Tax Rate

23.5%

Previous: 23.2%+1.3%
Capital Expenditures

-$80M

Previous: $67M-219.4%
Net Income

$266M

Previous: $207M+28.5%
Operating Income

$223M

Previous: $298M-25.2%
Gross Profit

$569M

Previous: $635M-10.4%
Stock-Based Comp

$7M

Previous: $5M+40.0%

Revenue & EPS history

Brown-Forman · Revenue · Quarterly

$964M

Q4 2024-7.8%vs Q4 2023
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Forward guidance

Brown-Forman anticipates a return to growth for organic net sales and organic operating income in fiscal 2025, driven by gains in international markets and normalizing inventory trends, tempered by global macroeconomic and geopolitical uncertainties.

Tailwinds

  • Organic net sales growth in the 2% to 4% range.
  • Organic operating income growth in the 2% to 4% range.
  • Effective tax rate to be in the range of approximately 21% to 23%.
  • Capital expenditures planned to be in the range of $195 to $205 million.

Headwinds

  • Global macroeconomic and geopolitical uncertainties will continue to create a challenging operating environment.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

-0.3%

Avg return

Earnings day

-1.1%

Avg return

5 days after

-3.2%

Avg return

30 days after

42%

29 / 69 earnings

Positive

+10.4%

Q1 2021

Best reaction

-9.1%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+2.8%+5.9%
Q3 2026-5.7%-10.8%-4.9%
Q2 2026+0.1%+0.1%-11.2%
Q1 2026-4.8%-3.9%-13.1%
Q4 2025+0.0%-0.8%+6.9%
Q3 2025+10.2%+14.6%-2.4%
Q2 2025+8.8%+10.7%-11.0%
Q1 2025+1.1%+1.0%+4.6%
Q4 2024-4.0%-6.4%-5.5%
Q3 2024-9.1%-8.1%-14.2%
Q2 2024-9.0%-6.1%-7.3%
Q1 2024-4.4%-3.0%-17.4%
Q4 2023+5.2%+2.3%+5.6%
Q3 2023-6.2%-5.9%-4.1%
Q2 2023-7.4%-6.4%-12.3%
Q1 2023-1.3%-2.1%-5.6%
Q4 2022+3.2%-0.1%+8.9%
Q3 2022+7.5%-2.0%+5.4%
Q2 2022-4.1%-2.1%-7.7%
Q1 2022+0.5%+1.0%-4.1%
Q4 2021-5.0%-4.4%-5.6%
Q3 2021-4.7%-3.2%-4.3%
Q2 2021+0.3%+4.1%-6.2%
Q1 2021+10.4%+10.8%+5.3%
Q4 2020-0.0%-3.5%-4.4%
Q3 2020-4.1%-11.3%-13.7%
Q2 2020-6.3%-6.8%-0.2%
Q1 2020-0.1%-0.8%+2.7%
Q4 2019+8.5%+10.4%+11.6%
Q3 2019-1.7%-1.3%+2.0%
Q2 2019-1.3%-2.1%-1.3%
Q1 2019+0.4%+0.3%-3.2%
Q4 2018-8.0%-6.7%-6.2%
Q3 2018-4.8%-3.5%-4.4%
Q2 2018+6.1%+4.9%+7.5%
Q1 2018+3.8%+3.8%+4.0%
Q4 2017-5.7%-6.1%-9.5%
Q3 2017-2.9%-3.7%-5.3%
Q2 2017+1.4%+1.1%-1.4%
Q1 2017-4.6%-4.6%-6.8%
Q4 2016+2.1%-0.2%+0.3%
Q3 2016-1.4%
Q2 2016+1.7%
Q1 2016+0.5%
Q4 2015-0.5%
Q3 2015-0.5%
Q2 2015+2.2%
Q1 2015-2.4%
Q4 2014+2.4%
Q3 2013+1.6%
Q3 2014+4.6%
Q2 2014+0.3%
Q1 2014-1.8%
Q4 2013-0.9%
Q2 2013-0.6%
Q1 2013+2.6%
Q2 2012-1.4%
Q4 2012+4.4%
Q3 2012-0.2%
Q1 2012-3.6%
Q4 2011-0.1%
Q4 2010-0.1%
Q2 2011-0.1%
Q4 2009-0.1%
Q3 2010-0.8%
Q3 2011-0.8%
Q1 2011+1.9%
Q1 2010+1.9%
Q2 2010+1.9%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro