NYSE: BF-B

BROWN FORMAN CORP

CIK 0000014693 · SIC 2080 · Beverages

Large Revenue $3.9B Assets $7.8B as of Sep 17, 2026

Brown-Forman Corporation (the “Company,” “Brown-Forman,” “we,” “us,” or “our” below) was incorporated under the laws of the State of Delaware in 1933, successor to a business founded in 1870 as a partnership and later incorporated under the laws of the Commonwealth of Kentucky in 1901. We primarily… About this business →

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424B3 Filed Sep 17, 2026

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10-Q Filed Sep 2, 2026 · Period ending Jul 31, 2026

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8-K Filed Sep 2, 2026 · Period ending Sep 2, 2026

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8-K Filed Jul 23, 2026 · Period ending Jul 23, 2026

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8-K Filed Jul 13, 2026 · Period ending Jul 13, 2026

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10-K Filed Jun 12, 2026 · Period ending Apr 30, 2026

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10-Q Filed Mar 4, 2026 · Period ending Jan 31, 2026

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10-K Filed Jun 13, 2025 · Period ending Apr 30, 2025

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424B3 Filed Mar 21, 2023

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10-K/A Filed Jun 22, 2020 · Period ending Apr 30, 2020

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424B3 Filed Mar 22, 2018

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Latest financial statements

From 10-Q filed Sep 2, 2026 (period ending Jul 31, 2026). As printed on the EDGAR/iXBRL face — not generated by the model.

As filed

Condensed Consolidated Statements of Operations (Unaudited)

(Dollars in millions, except per share amounts)

Description Three months ended July 31, 2025 Three months ended July 31, 2026
Sales 1,191 1,181
Excise taxes 267 270
Net sales 924 911
Cost of sales 372 362
Gross profit 552 549
Advertising expenses 120 114
Selling, general, and administrative expenses 177 185
Restructuring and other charges 12
Other expense (income), net (17) (2)
Operating income 260 252
Non-operating postretirement expense 19 1
Interest income (4) (3)
Interest expense 25 25
Income before income taxes 220 229
Income taxes 50 53
Net income 170 176
Earnings per share:
Basic 0.36 0.38
Diluted 0.36 0.38

Condensed Consolidated Balance Sheets (Unaudited)

(Dollars in millions, except per share amounts)

Description April 30, 2026 July 31, 2026
Assets
Cash and cash equivalents 308 301
Accounts receivable, less allowance for doubtful accounts of $6 at April 30 and $8 at July 31 832 822
Inventories:
Barreled whiskey 1,562 1,539
Finished goods 482 516
Work in process 414 424
Raw materials and supplies 85 95
Total inventories 2,543 2,574
Other current assets 308 261
Total current assets 3,991 3,958
Property, plant and equipment, net 1,116 1,100
Goodwill 1,522 1,513
Other intangible assets 943 936
Deferred tax assets 35 35
Other assets 287 283
Total assets 7,894 7,825
Liabilities
Accounts payable and accrued expenses 795 700
Dividends payable 106
Accrued income taxes 18 49
Short-term borrowings 68 358
Current portion of long-term debt 351
Total current liabilities 1,232 1,213
Long-term debt 2,083 2,083
Deferred tax liabilities 207 200
Accrued pension and other postretirement benefits 172 171
Other liabilities 180 189
Total liabilities 3,874 3,856
Commitments and contingencies
Stockholders’ Equity
Common stock:
Class A, voting, $0.15 par value (170,000,000 shares authorized; 170,000,000 shares issued) 25 25
Class B, nonvoting, $0.15 par value (400,000,000 shares authorized; 314,532,000 shares issued) 47 47
Additional paid-in capital 62 57
Retained earnings 4,998 4,962
Accumulated other comprehensive income (loss), net of tax (108) (124)
Treasury stock, at cost (25,828,000 and 25,668,000 shares at April 30 and July 31, respectively) (1,004) (998)
Total stockholders’ equity 4,020 3,969
Total liabilities and stockholders’ equity 7,894 7,825

Condensed Consolidated Statements of Cash Flows (Unaudited)

(Dollars in millions)

Description Three months ended July 31, 2025 Three months ended July 31, 2026
Cash flows from operating activities:
Net income 170 176
Adjustments to reconcile net income to net cash provided by operations:
Depreciation and amortization 22 23
Stock-based compensation expense 4 4
Deferred income tax benefit (8) (9)
Change in fair value of contingent consideration 4
Other, net 3 3
Changes in assets and liabilities:
Accounts receivable (13) 7
Inventories (61) (39)
Other current assets 15 42
Accounts payable and accrued expenses (46) (82)
Accrued income taxes 51 31
Other operating assets and liabilities 23 13
Cash provided by operating activities 160 173
Cash flows from investing activities:
Additions to property, plant, and equipment (31) (12)
Proceeds from sale of cooperage assets 33
Other, net (1)
Cash provided by (used for) investing activities 2 (13)
Cash flows from financing activities:
Net change in short term borrowings (30) 289
Repayment of long-term debt (343)
Payments of withholding taxes related to stock-based awards (1) (3)
Dividends paid (107) (106)
Other, net (1)
Cash used for financing activities (138) (164)
Effect of exchange rate changes on cash, cash equivalents, and restricted cash 3 (3)
Net increase (decrease) in cash, cash equivalents, and restricted cash 27 (7)
Cash, cash equivalents, and restricted cash at beginning of period 463 327
Cash, cash equivalents, and restricted cash at end of period 490 320
Less: Restricted cash (included in other current assets) at end of period (19) (19)
Cash and cash equivalents at end of period 471 301
Supplemental information:
Non-cash additions to property, plant and equipment 2 4
Right-of-use assets obtained in exchange for new lease obligations 14 5

Amounts as printed on the EDGAR/iXBRL face — (Dollars in millions, except per share amounts); (Dollars in millions). Labels, columns, and figures are the filing face, not a GAAP stencil. Interactive statements & notes on EDGAR ↗

About BROWN FORMAN CORP

Source: Item 1 (Business) from the 10-K filed June 12, 2026. Description as filed by the company with the SEC.

Item 1. Business

Overview

Brown-Forman Corporation (the “Company,” “Brown-Forman,” “we,” “us,” or “our” below) was incorporated under the laws of the State of Delaware in 1933, successor to a business founded in 1870 as a partnership and later incorporated under the laws of the Commonwealth of Kentucky in 1901. We primarily manufacture, distill, bottle, import, export, market, and sell a wide variety of beverage alcohol products under recognized brands. We employ approximately 4,900 people (excluding individuals who work on a part-time or temporary basis) on six continents, including approximately 1,900 people in the United States (approximately 7% of whom are represented by a union) and 700 people in Louisville, Kentucky, USA, home of our world headquarters. According to International Wine & Spirit Research (IWSR), we are the largest American-owned premium-plus spirits company. We are a “controlled company” under New York Stock Exchange rules because the Brown family owns more than 50% of our voting stock.

For a discussion of recent developments, see “Item 7. Management’s Discussion and Analysis of Financial Condition and Results of Operations – Executive Summary.”

Brands

Beginning in 1870 with Old Forester Kentucky Straight Bourbon Whisky – our founding brand – and spanning the generations since, we have built a portfolio of more than 40 spirit and ready-to-drink (RTD) cocktail brands that includes some of the best-known and most loved trademarks in our industry. The most important and iconic brand in our portfolio is Jack Daniel’s Tennessee Whiskey, the #1 selling American whiskey in the world.1 Within the Jack Daniel’s portfolio, Jack Daniel’s 14-Year-Old Tennessee Whiskey took home honors for World’s Best Tennessee Whiskey and Jack Daniel’s Bonded won the award for Best Tennessee Whiskey (No Age Statement) at the 2026 World Whiskies Awards. Our premium bourbon, Old Forester, was recognized by the San Francisco Spirits Competition in 2026, where both Old Forester 1870 Original Batch and Old Forester 1897 Bottled in Bond won Double Gold (the highest honor).

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1IWSR 2025 Data.

4

Principal Brands

Jack Daniel’s Tennessee Whiskey el Jimador New Mix RTD

Jack Daniel’s RTD1

el Jimador Tequilas4

Jack Daniel’s Tennessee Honey
Herradura Tequilas5

Gentleman Jack Rare Tennessee Whiskey Old Forester Kentucky Straight Bourbon Whisky

Jack Daniel’s Tennessee Apple Old Forester Whiskey Row Series

Jack Daniel’s Tennessee Blackberry
Old Forester Single Barrel Straight Bourbon Whisky

Jack Daniel’s Tennessee Fire
Diplomático Rums5

Jack Daniel’s Single Barrel Collection2

Gin Mare5

Jack Daniel’s Bonded Series3
Chambord Liqueur

Jack Daniel’s Sinatra Select
The Glendronach Single Malt Scotch Whiskies5

Jack Daniel’s 10-Year-Old Tennessee Whiskey
Benriach Single Malt Scotch Whiskies5

Jack Daniel’s American Single Malt
Glenglassaugh Single Malt Scotch Whiskies5

Jack Daniel’s 14-Year-Old Tennessee Whiskey Fords Gin

Jack Daniel’s 12-Year-Old Tennessee Whiskey King of Kentucky Straight Bourbon Whiskey

Woodford Reserve Kentucky Bourbon Slane Irish Whiskey

Woodford Reserve Double Oaked

Woodford Reserve Kentucky Rye Whiskey

Woodford Reserve Double Double Oaked

1Jack Daniel’s RTD includes Jack Daniel’s & Coca-Cola RTD, Jack Daniel’s & Cola, Jack Daniel’s Double Jack, Jack Daniel’s Country Cocktails, and other malt- and spirit-based Jack Daniel’s RTDs.

2The Jack Daniel’s Single Barrel Collection includes Jack Daniel’s Single Barrel Select, Jack Daniel’s Single Barrel Heritage Barrel, Jack Daniel’s Single Barrel Barrel Proof, Jack Daniel’s Single Barrel - Barrel Proof Rye, Jack Daniel’s Single Barrel Rye, and other Jack Daniel’s Single Barrel special-release expressions.

3The Jack Daniel’s Bonded Series includes Jack Daniel’s Bonded Tennessee Whiskey, Jack Daniel’s Bonded Tennessee Rye, and Jack Daniel’s Triple Mash Blended Straight Whiskey.

4el Jimador Tequilas comprise all full-strength expressions of el Jimador.

5Comprises all expressions of this brand.

See “Item 7. Management’s Discussion and Analysis of Financial Condition and Results of Operations – Results of Operations – Fiscal 2026 Brand Highlights” for brand performance details.

Our vision in marketing is to be the best brand builders in the industry. We build our portfolio by investing in platforms that keep us deeply connected to our consumers and help us relentlessly forge the world's most authentic, admired, and enduring spirits brands. These platforms cover a wide spectrum of activities, including media advertising (TV, radio, print, outdoor, digital, and social), consumer and trade promotions, sponsorships, and visitors’ center programs at our distilleries. We aim to grow our sales and profits by consistently delivering responsible marketing programs that are bold in creativity, driving brand recognition, brand trial, brand loyalty, and, ultimately, consumer demand around the world.

5

Markets

We sell our products in over 170 countries. The United States, our most important market, accounted for 42% of our net sales in fiscal 2026, and the other 58% were outside of the United States. The table below shows the percentage of total reported net sales for our top markets in our three most recent fiscal years:

Percentage of Total Reported Net Sales by Geographic Area

Year ended April 30,

2024 2025 2026

United States 45 % 44 % 42 %

Mexico 7 % 7 % 8 %

Germany 6 % 6 % 6 %

Australia 5 % 5 % 5 %

United Kingdom 4 % 4 % 4 %

Other 32 % 33 % 35 %

TOTAL 100 % 100 % 100 %

Note: Totals may differ due to rounding

For details about net sales in our top markets, see “Item 7. Management’s Discussion and Analysis of Financial Condition and Results of Operations – Results of Operations – Fiscal 2026 Market Highlights.” For details about our reportable segment and for additional geographic information about net sales and long-lived assets, see Note 19 to the Consolidated Financial Statements in “Item 8. Financial Statements and Supplementary Data.” For details on risks related to our global operations, see “