Brown-Forman Corporation (BF.A)

From the record

Brown-Forman Corporation's filings since 2017 show 2 warning events: an auditor change (8-K item 4.01, 2 times, the latest 2020-06-24) (its current reports).

From the record

Brown-Forman Corporation's 10 filed years say what it did: revenue went from $3.0 billion in fiscal 2017 to $3.9 billion in fiscal 2026, up 3.1% a year; it rose in 6 of 9 years; the deepest fall was 7% from fiscal 2023 to fiscal 2026; net income was positive in 10 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2026-04-30, Brown-Forman Corporation's diluted share count shrank about 1.0% a year, and dividends and buybacks returned about 91% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 4 sales (4 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-09-30 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2026-04-30, Brown-Forman Corporation earned about 18 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 30 cents per dollar of everything the company owns. Leverage: it owed about 49 cents per dollar of assets, and net share issuance: its share count shrank 1.3% over the year (the filed statements).

From the record

Brown-Forman Corporation's standing among 19 graded names in its industry family: revenue of $3.9 billion in fiscal 2026 ranks in the top 39% by size; a net margin of 18.2% ranks in the top 21%; revenue growth of -2.4% a year over the last 3 filed years ranks in the bottom 21% (its annual reports).

From the record

Brown-Forman Corporation's leadership, from its insiders' filings and its current reports: the chief executive on the record is Whiting, Lawson E (President & CEO, as filed), filing under that title since 2019-05-02, 7.5 years (top 18% of its family); the 20 officers and directors filing in the last fifteen months have been on the record a median of 4.3 years (top 50%); 9 officer or director changes were reported on Form 8-K since 2023-11-13, against the 20 people in charge now (top 50%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Brown-Forman Corporation's room to grow, from the newest filed statements (fiscal 2026): cash of $308 million against debt of $2.4 billion leaves -26.9% of its assets as net cash, bottom 32% of its family; cash from operations less capital spending is 22.7% of revenue (top 11%); a gross margin of 60.5% (top 11%) (its annual report).

From the record

Brown-Forman Corporation's growth drivers, from the filed years to fiscal 2026: revenue grew -2.4% a year over the last three filed years against 3.1% over all 10, slowing (bottom 33% of its family); the newest year grew -1.2% (bottom 41%); capital spending grew -16.4% a year (bottom 25%) (its annual reports). Brown-Forman Corporation reported 5 product lines in fiscal 2026: Whiskey at $2.9 billion (74%), Ready to Drink at $542 million (14%), Tequila at $251 million (6%), and 2 more; 2 of 5 grew against the year before (its annual report).

From the record

Brown-Forman Corporation's newest year against its own record: revenue of $3.9 billion in fiscal 2026 came in 1.9% above the $3.9 billion its prior three years' pace pointed to (top 40% of its family); net income of $715 million against a prior three-year average of $892 million (bottom 33%); a net margin of 18.2% against 21.6% before (bottom 27%) (its annual reports).