NYSE$BRBR

BellRing Brands Inc · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

Reported a strong first quarter with net sales increase and raised fiscal year 2025 outlook.

BellRing Brands reported a strong first quarter with a 23.8% increase in net sales to $532.9 million. The company raised its fiscal year 2025 net sales outlook to $2.26-$2.34 billion and Adjusted EBITDA outlook to $470-$500 million.

  • First quarter net sales reached $532.9 million.
  • Operating profit was $115.3 million, with net earnings at $76.9 million.
  • Adjusted EBITDA totaled $125.3 million.
  • Fiscal year 2025 net sales outlook raised to $2.26-$2.34 billion.

Headline financials

Total Revenue

$533M

Previous: $430M+23.8%
EPS (adj)

$0.58

Previous: $0.33+75.8%
Volume growth

20.8%

Previous: 19.0%+9.5%
Net Income

$76.9M

Previous: $43.9M+75.2%
Operating Income

$115M

Previous: $73M+57.9%
Gross Profit

$200M

Previous: $148M+34.9%
Stock-Based Comp

$6.1M

Previous: $4.6M+32.6%

Revenue & EPS history

BellRing · Revenue · Quarterly

$533M

Q1 2025+23.8%vs Q1 2024
Beat estimate in 3 of 15 quarters(20%)
ActualEstimate

Forward guidance

BellRing management has raised its guidance range for net sales to $2.26-$2.34 billion and Adjusted EBITDA to range between $470-$500 million for fiscal year 2025.

Tailwinds

  • Net sales outlook raised to $2.26-$2.34 billion.
  • Adjusted EBITDA outlook raised to $470-$500 million.
  • Net sales growth of 13%-17% expected.
  • Adjusted EBITDA growth of 7%-14% expected.
  • Capital expenditures expected to be approximately $7 million.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

-2.1%

Avg return

Earnings day

+1.2%

Avg return

5 days after

+3.4%

Avg return

30 days after

50%

13 / 26 earnings

Positive

+15.4%

Q2 2020

Best reaction

-39.1%

Q2 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026-39.1%-11.8%-17.6%
Q1 2026-14.3%-20.0%-30.4%
Q4 2025+2.6%+16.2%+14.3%
Q2 2025-18.9%-22.5%-21.4%
Q1 2025-4.3%-2.2%-12.6%
Q4 2024+1.6%+9.0%+4.7%
Q3 2024+6.2%+9.8%+13.2%
Q2 2024+1.8%+4.2%+6.3%
Q1 2024+0.0%+4.5%+6.1%
Q4 2023+7.2%+10.1%+21.6%
Q3 2023+4.9%+4.2%+14.1%
Q2 2023-1.4%-0.5%-2.2%
Q1 2023+3.6%+4.9%+7.0%
Q4 2022-10.0%-3.5%-1.4%
Q3 2022-2.0%-7.0%-9.0%
Q2 2022+13.1%+10.9%+20.1%
Q1 2022-4.3%+9.4%+7.5%
Q4 2021-10.6%-4.0%+3.4%
Q3 2021-7.2%-5.2%+4.5%
Q2 2021+2.8%+8.4%+12.8%
Q1 2021-1.0%-1.3%-4.9%
Q4 2020+3.4%+2.4%+18.3%
Q3 2020-4.3%-8.7%-5.2%
Q2 2020+15.4%+24.5%+38.4%
Q1 2020-6.5%-3.4%-15.1%
Q4 2019+5.5%+3.8%+14.6%
Q3 2019
Q2 2019
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2017

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