Company Dossier · Consumer Staples
Brown–Forman
- S&P 500
- Russell 1000
What Brown–Forman is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to July 31, 2026: $3.92 billion, down 0.8% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to July 31, 2026: $0.93 billion, up 60% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to July 31, 2026: $0.09 billion, down 44% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to April 30, 2026: $0.40 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (September 2, 2026): sentiment 0.10 on a −1 to +1 scale (mixed), confidence 0.60 of 1.Palanor Discourse
- Guidance in the last 90 days: 0 outlook figures raised, 0 lowered, 3 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed June 12, 2026): 1 risk factor added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q1 2026: $0.8 million on the open market.SEC Form 4
- 598 institutional managers reported a position at June 30, 2026 (+16 on the quarter before).SEC Form 13F
- H-1B filings certified in Q1 2026: 1.U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What Brown–Forman is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Steady · Mixed
Expanding ↔ Retrenching
Steady
- Capital spending2nd pct
- Debt raised—
- Buybacks vs capex—
- Hiring filings92nd pct
- Deals and private raises49th pct
- Patent publications48th pct
Confident ↔ Hedging
Mixed
- Call sentiment48th pct
- Call confidence41st pct
- Guidance changes66th pct
- Risk factors added41st pct
- Insider open-market trades—
- + Guidance changes
- − Call confidence
- − Risk factors added
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver23rd pct
- Stress filings48th pct
Credit
How these are built →Brown–Forman's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$2.4B
- Due within a year $0.4B
- Longer term $2.1B
- Default point $1.4B (short + ½ long)
Finance leases included · Jul 31, 2026 filing
Bonds priced, last 12 months
$0.5B
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Sep 17, 2026 | $500M | 5.375% | 2031 (5y) | — | — |
From the pricing term sheets Brown–Forman filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (K&L GATES, LLP)third_quarter 2026 · $0.1 million
- Oct 19, 2026LobbyingLobbying report (THE DUBERSTEIN GROUP INC.)third_quarter 2026 · $0.1 million
- Oct 16, 2026LobbyingLobbying report (S-3 GROUP)third_quarter 2026 · $0.1 million
- Oct 12, 2026LobbyingLobbying report (BROWN-FORMAN CORPORATION)third_quarter 2026 · $0.3 million
- Oct 12, 2026LobbyingLobbying report (RUBIN, TURNBULL & ASSOCIATES)third_quarter 2026 · $0.1 million
- Sep 21, 20268-KMaterial agreement signedItem 1.01
- Sep 11, 2026Trademark
- Aug 24, 2026Trademark
- Aug 11, 2026Trademark
- Aug 11, 2026Trademark
- Aug 11, 2026Trademark
- Jul 23, 20268-KShareholder vote resultsItem 5.07
- Jul 20, 2026LobbyingLobbying report (THE DUBERSTEIN GROUP INC.)second_quarter 2026 · $0.1 million
- Jul 19, 2026LobbyingLobbying report (K&L GATES, LLP)second_quarter 2026 · $0.1 million
- Jul 18, 2026LobbyingLobbying report (RUBIN, TURNBULL & ASSOCIATES)second_quarter 2026 · $0.1 million
- Jul 13, 20268-KDirector or officer changeItem 5.02
- Jun 12, 202610-KAnnual report (10-K)1 risk factors added, 0 removed
- Mar 16, 20268-KDirector or officer changeItem 5.02
- Oct 31, 20258-KDirector or officer changeItem 5.02
- Aug 25, 20258-KDirector or officer changeItem 5.02
- Jul 24, 20258-KShareholder vote resultsItem 5.07
- Jun 13, 202510-KAnnual report (10-K)1 risk factors added, 0 removed
- Apr 28, 20258-KDirector or officer changeItem 5.02
- Apr 3, 20258-KMaterial agreement signedItem 1.01
- Jan 14, 20258-KExit or restructuring costsItem 2.05
- Dec 19, 20248-KDirector or officer changeItem 5.02
- Jun 14, 202410-KAnnual report (10-K)0 risk factors added, 0 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Constellation Brands STZ | $9.2B | $1.8B | Aug 31, 2026 |
| Maplebear Inc. CART | $4.0B | $1.2B | Jun 30, 2026 |
| Reynolds Consumer Products REYN | $3.8B | $0.3B | Mar 31, 2026 |
| Celsius Holdings CELH | $3.0B | $0.5B | Jun 30, 2026 |
| Church & Dwight CHD | $6.2B | — | Jun 30, 2026 |
| Darling Ingredients DAR | $6.5B | — | Jul 4, 2026 |
| Lamb Weston LW | $6.6B | $0.4B | Aug 30, 2026 |
| Primo Brands PRMB | $6.7B | $0.4B | Jun 30, 2026 |