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BF-BBrown Forman IncHold5.1·$26.22-1.39%

Brown Forman (BF-B) Q2 2026 earnings — TrendMatrix coverage

IN LINEEPS vs $0.37 estVerdict Buy (Wait)Sell

Reported

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure

Event detail · Q2 2026

Key numbers

Reported EPS
Estimate
$0.37
Surprise
Revenue (period 2026-07-31)
$911.0M
Score at report (before → after)
4.85.0/10

Revenue source: xbrl.

Report record · Q2 2026

How the report landed

TrendMatrix's engine moved from Buy (Wait) (4.8/10) to Sell at 5.0/10 after the report.

Current read · as of 2026-09-14

Where TrendMatrix's rating stands now

TrendMatrix currently rates BF-B Hold at 5.1/10.

2 of the last 4 quarters beat the estimate. Next scheduled report: 2026-12-03.

What supports the rating

  • V7 quality resilience bonus: +0.2 (Q=7.8 in RISK_OFF)
  • Sector modifier (Consumer Defensive): +0.8

What argues against it

  • Concentration risk — Supplier: glass supplier
  • Analyst target reached - limited upside remaining
  • Weak growth

This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.

Current engine read

The levels TrendMatrix's engine tracks

Current price
$26.22
Price target
$28.48
Stop
$25.24
Upside to target
+8.6%

At 16.9× trailing and 15.3× forward earnings, consensus estimates imply little change in earnings power.

Model outputs from TrendMatrix’s engine as of 2026-09-14 — shown for context, not personalized investment advice.

Consumer Defensive context

BF-B at TrendMatrix's latest read

Defensive staples are judged on margin resilience: pricing power against input costs matters more here than top-line drama.

Industry
Beverages - Wineries & Distilleries
Market cap
$12.03B
P/E (fwd)
15.3
P/E (ttm)
16.9
52-week range
$22.61$31.92
Off 52-week high
17.9%
RSI (14)
34
Volume vs avg
1.15×
Score today
5.1/10

Earnings figures are sourced from TrendMatrix’s pipeline (EPS: existing earnings extraction; revenue: SEC XBRL company facts where available, yfinance-provisional otherwise). Not a buy/sell rating, a price target, or investment advice — see the current verdict on the stock’s main page for TrendMatrix’s live read.

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