NYSE$BRBR

BellRing Brands Inc · Q4 2024 earnings

Q4 2024 earnings · · Investor relations

Briefing

Reported results for the fourth quarter and fiscal year ended September 30, 2024.

BellRing Brands reported strong Q4 2024 results, with net sales of $555.8 million, operating profit of $112.1 million, and net earnings of $71.7 million. The company's performance was driven by accelerated Premier Protein consumption and significant distribution gains. Fiscal year 2025 net sales and Adjusted EBITDA are expected to range between $2.24-$2.32 billion and $460-$490 million, respectively.

  • Fourth quarter net sales reached $555.8 million.
  • Operating profit for the fourth quarter was $112.1 million.
  • Net earnings for the fourth quarter totaled $71.7 million.
  • Adjusted EBITDA for the fourth quarter was $116.5 million.

Headline financials

Total Revenue

$556M

Previous: $473M+17.6%
EPS (adj)

$0.51

Previous: $0.41+24.4%
Capital Expenditures

-$1.2M

No prior period
Net Income

$71.7M

Previous: $46.1M+55.5%
Operating Income

$112M

Previous: $78.1M+43.5%
Gross Profit

$205M

Previous: $155M+32.1%
Stock-Based Comp

$5.5M

Previous: $3.6M+52.8%

Revenue & EPS history

BellRing · Revenue · Quarterly

$556M

Q4 2024+17.6%vs Q4 2023
Beat estimate in 3 of 15 quarters(20%)
ActualEstimate

Forward guidance

For fiscal year 2025, BellRing management expects net sales to range between $2.24-$2.32 billion and Adjusted EBITDA to range between $460-$490 million.

Tailwinds

  • Net sales expected to range between $2.24-$2.32 billion.
  • Adjusted EBITDA expected to range between $460-$490 million.
  • Net sales growth of 12%-16% over fiscal year 2024.
  • Adjusted EBITDA growth of 5%-11% over fiscal year 2024.
  • Capital expenditures of 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 Q4 2024

Historical avgQ4 2024

-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

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