NYSE$BUD

Anheuser-Busch Inbev Sa-ADR · Q2 2025 earnings

Q2 2025 earnings · · Investor relations

Briefing

AB InBev H1 revenue $28.6B with underlying EPS $1.79 as Q2 beer category momentum builds

Anheuser-Busch InBev filed its unaudited interim report for the six months ended June 30, 2025, reporting revenue of $28.6 billion, down 4.2% reported but reflecting organic revenue growth of 2.3% with revenue per hectoliter up 4.3%. Normalized EBITDA was $10.2 billion (-1.3% reported, +7.2% organically) and profit attributable to equity holders was $3.8 billion. Basic EPS was $1.92 and underlying EPS was $1.79 versus $1.66 a year ago. Volumes declined 2.2% in H1, with Q2 trends improving as the beer category returned to growth supported by normalized weather. BEES captured $613 million of incremental revenue in H1 and DTC megabrands grew 9.1%. Management cited solid first-half execution and confidence in delivering its 2025 outlook.

  • H1 reported revenue $28.6B (-4.2%); organic revenue +2.3% with rev/hl +4.3%
  • Normalized EBITDA $10.2B (+7.2% organic); underlying EPS $1.79 (+8.0%)
  • Profit attributable to equity holders $3.8B; basic EPS $1.92
  • H1 volumes -2.2%; Q2 beer category returned to growth in key markets
  • BEES incremental revenue $613M in H1; DTC megabrands revenue +9.1%

Headline financials

Total Revenue

$28.6B

Previous: $15.3B+86.7%
EPS (adj)

$1.79

Previous: $0.90+98.9%
Normalized EBITDA

$10.2B

No prior period
Revenue per hectoliter growth

4.3%

No prior period
Volume Change (H1)

-2.2%

No prior period
Organic revenue growth

2.3%

No prior period
Net Income

$3.82B

No prior period
Operating Income

$7.51B

No prior period

Revenue & EPS history

Anheuser-Busch · Revenue · Quarterly

$28.6B

Q2 2025+86.7%vs Q2 2024
Beat estimate in 6 of 14 quarters(43%)
ActualEstimate

Forward guidance

CEO Michel Doukeris said consistent strategy execution drove a solid first half and reinforces confidence in delivering the 2025 outlook, with continued focus on revenue management, premiumization, and deleveraging.

Tailwinds

  • Underlying EPS up 8.0% in H1 with organic EBITDA growth of 7.2%
  • BEES digital platform and DTC megabrands scaling incremental revenue

Headwinds

  • Reported revenue pressured by unfavorable currency translation (-4.2% H1)
  • Volume declines in Brazil and China remain headwinds

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 Q2 2025

Historical avgQ2 2025

-0.4%

Avg return

Earnings day

-1.3%

Avg return

5 days after

+0.0%

Avg return

30 days after

51%

31 / 61 earnings

Positive

+9.7%

Q4 2018

Best reaction

-14.1%

Q2 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026-2.7%-6.4%-9.4%
Q3 2025-2.4%+0.7%+0.1%
Q2 2025-14.1%-10.3%-5.8%
Q4 2024+7.2%+1.3%+0.0%
Q2 2024+6.5%+1.7%+3.3%
Q1 2024+4.8%+6.8%+2.7%
Q3 2023+5.1%+9.0%+16.5%
Q2 2023+0.5%+0.2%-0.1%
Q1 2023+1.8%-0.3%-13.9%
Q4 2022+3.0%-0.8%+10.8%
Q3 2022+6.6%+8.2%+19.8%
Q2 2022-4.7%-7.9%-11.6%
Q1 2022-5.7%-6.3%-4.8%
Q4 2021+5.4%-5.8%-5.0%
Q3 2021+7.1%+5.1%+1.9%
Q2 2021-8.2%-8.9%-10.5%
Q1 2021+5.6%+5.3%+8.7%
Q4 2020-11.5%-9.3%-3.0%
Q3 2020-2.1%+1.6%+29.1%
Q2 2020-4.0%-1.7%+4.3%
Q1 2020+1.7%-2.6%+34.1%
Q4 2019-11.9%-14.5%-35.1%
Q3 2019-11.6%-11.6%-13.7%
Q2 2019+5.2%+6.3%-1.4%
Q1 2019-3.2%-4.1%-4.2%
Q4 2018+9.7%+10.0%+12.4%
Q3 2018-9.9%-9.6%-7.4%
Q2 2018-4.7%-4.7%-8.0%
Q1 2018-2.9%-2.8%-3.6%
Q4 2017+4.2%+6.2%+3.5%
Q3 2017-1.5%+1.0%-3.3%
Q2 2017+4.7%+3.6%+0.7%
Q1 2017+6.7%+5.4%+4.6%
Q4 2016-1.1%-2.2%+4.0%
Q3 2016-4.9%-5.7%-14.5%
Q2 2016-0.5%-1.8%-0.1%
Q1 2016+0.2%
Q4 2015-2.9%
Q3 2015+1.5%
Q2 2015-4.4%
Q1 2015+2.1%
Q4 2014+1.8%
Q3 2014-2.7%
Q2 2014-0.1%
Q1 2014+0.7%
Q4 2013-1.7%
Q3 2013-0.9%
Q2 2013+0.6%
Q1 2013-0.2%
Q4 2012+2.6%
Q3 2012-0.4%
Q2 2012-0.4%
Q1 2012+1.0%
Q4 2011+0.6%
Q3 2011-2.5%
Q2 2011+0.7%
Q1 2011+2.2%
Q4 2010+0.5%
Q3 2010-1.4%
Q2 2010+2.1%
Q1 2010+0.2%

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