NYSE$BRBR

BellRing Brands Inc · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

BellRing reported Q4 2025 net sales of $648.2M with net earnings of $59.6M and diluted EPS of $0.48.

Fourth-quarter net sales increased 16.6% to $648.2 million on 19.2% volume growth. Net earnings were $59.6 million ($0.48 per share); adjusted EPS was $0.51. FY2026 net sales guidance is $2.41–$2.49 billion with adjusted EBITDA of $425–$455 million.

  • Q4 net sales $648.2M (+16.6% YoY); Premier Protein RTD volume +18.4%.
  • Adjusted EBITDA $117.4M; repurchased 5.2M shares in Q4.
  • FY26 net sales guide $2.41–$2.49B; long-term algorithm 7–9% growth.
  • Q1 FY26 net sales expected down ~5% on club-channel comparisons.

Headline financials

Total Revenue

$648M

Previous: $556M+16.6%
EPS (adj)

$0.51

Previous: $0.51+0.0%
Volume growth

19.2%

No prior period
Premier Protein sales

14.9%

No prior period
Dymatize sales

32.9%

No prior period
Net Income

$59.6M

Previous: $71.7M-16.9%
Operating Income

$102M

Previous: $112M-8.8%
Gross Profit

$187M

Previous: $205M-8.6%

Revenue & EPS history

BellRing · Revenue · Quarterly

$648M

Q4 2025+16.6%vs Q4 2024
Beat estimate in 3 of 15 quarters(20%)
ActualEstimate

Forward guidance

FY2026 net sales $2.41–$2.49B and adjusted EBITDA $425–$455M; Q1 net sales expected down ~5%.

Tailwinds

  • Long-term net sales growth target 7–9%.
  • Premier Protein household penetration expanding.

Headwinds

  • Input cost inflation and promotional activity pressured Q4 gross margin.
  • Club-channel comparisons weigh on Q1.

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 2025

Historical avgQ4 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

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