Zacks Investment Research·Jun 26, 2026
BellRing Brands (BRBR) Increases Despite Market Slip: Here's What You Need to KnowThe latest trading day saw BellRing Brands (BRBR) settling at $11.55, representing a +1.4% change from its previous close.
BellRing Brands, Inc.(BRBR)Earnings, Financials & Key Ratios
BRBR•NYSE
$13.45
8.0× P/E·Price updated Jul 6, 2026
AboutBellRing Brands, Inc., together with its subsidiaries, provides various nutrition products in the United States and internationally. It offers ready-to-drink shake and powder protein products primarily under the Premier Protein and Dymatize brands. The company sells its products through club, food, drug, mass, eCommerce, specialty, and convenience channels. BellRing Brands, Inc. was incorporated in 2019 and is headquartered in Saint Louis, Missouri.Show more
- Revenue$2.32B+16.1%
- EBITDA$376M-11.4%
- Net Income$216M-12.3%
- EPS (Diluted)1.68-9.7%
- Gross Margin33.26%-6.1%
- EBITDA Margin16.23%-23.6%
- Operating Margin15.43%-20.6%
- Net Margin9.33%-24.4%
BRBR Price & Volume
BellRing Brands, Inc. (BRBR) stock price & volume — 10-year historical chart
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Margin Compression and Negative Equity Cloud Outlook
Investment Thesis • Updated 2026Q2
VerdictNegative
Growth:Decelerating
Profitability:Strained
Financial:Vulnerable
Cash Flow:Deteriorating
Primary Risk:Negative equity and leverage
Key Thesis Takeaways
- BellRing Brands faces a challenging fundamental outlook as top-line growth decelerates to 1.8% in 2026Q2 and gross margins contract to 27.4% from a 37.5% peak.
- The company's aggressive capital allocation strategy, evidenced by $96.9M in recent quarterly buybacks, appears to be outpacing internal cash generation and exacerbating a negative equity position of -$497.8M.
- Investors should monitor the sustainability of this debt-heavy capital structure as liquidity buffers shrink to $33.2M amid persistent operational volatility.
Verdict Logic
the company's reliance on external financing to fund $96.9M in quarterly buybacks while maintaining a negative equity position of -$497.8M presents significant long-term solvency risks.
BRBR Growth Metrics
BellRing Brands, Inc. (BRBR) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years18.57%
3 Years19.09%
TTM6.37%
Profit CAGR
10 Years-
5 Years55.87%
3 Years37.98%
TTM-71.32%
EPS CAGR
10 Years-
5 Years-7.86%
3 Years10.65%
TTM360.71%
Return on Capital
10 Years40.05%
5 Years50.2%
3 Years57.78%
Last Year55.35%
BRBR Recent Earnings
BellRing Brands, Inc. (BRBR) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 9/12 qtrs (75%)●Beat Revenue 6/12 qtrs (50%)
Q2 2026Latest
May 5, 2026Metric
Actual
Est
EPS
$0.14-54.8%
$0.31
Rev
$599M-1.7%
$609M
Q1 2026
Feb 3, 2026Metric
Actual
Est
EPS
$0.37+19.4%
$0.31
Rev
$537M+6.5%
$504M
Q4 2025
Nov 18, 2025Metric
Actual
Est
EPS
$0.51-6.6%
$0.55
Rev
$648M+2.3%
$634M
Q3 2025
Aug 4, 2025Metric
Actual
Est
EPS
$0.55+12.2%
$0.49
Rev
$548M-13.6%
$634M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 5, 2026 | $0.14vs $0.31-54.8% | $599Mvs $609M-1.7% |
| Q1 2026 | Feb 3, 2026 | $0.37vs $0.31+19.4% | $537Mvs $504M+6.5% |
| Q4 2025 | Nov 18, 2025 | $0.51vs $0.55-6.6% | $648Mvs $634M+2.3% |
| Q3 2025 | Aug 4, 2025 | $0.55vs $0.49+12.2% | $548Mvs $634M-13.6% |
Based on last 12 quarters of dataView full earnings history →
Latest BRBR News
Recent stock market news and headlines for BellRing Brands, Inc. (BRBR)
Globe News Wire·Jun 25, 2026
INVESTOR ACTION NOTICE: Moore Law PLLC Encourages Investors in BellRing Brands, Inc. (BRBR) to Contact Law FirmNEW YORK, June 25, 2026 (GLOBE NEWSWIRE) -- Moore Law, PLLC, a shareholder litigation law firm located on Wall Street, is investigating potential claims against the officers and directors of CoreWeave, Inc. (CRWV): BellRing Brands, Inc. (NYSE: BRBR) shareholders should email fletcher@fmoorelaw.
Peers Comparison
Key metrics vs top competitors for BellRing Brands, Inc. (BRBR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $13.45 | $1.56B | 8.01 | 16.05% | 9.33% | — | — | |
| $12.96 | $1.17B | 12.71 | 8.98% | -7.46% | -6.15% | — | |
| $12.84 | $550.17M | 8.92 | 25.26% | 6.1% | 14.47% | — | |
| $11.43 | $1.62B | 11.00 | -2.17% | 4.45% | 5.27% | — | |
| $54.09 | $2.66B | 20.49 | 13.01% | 17.63% | 16.98% | — | |
| $38.28 | $8.4B | 75.06 | 59% | -0.56% | -2.48% | — |
Compare BRBR vs Peers
BellRing Brands, Inc. (BRBR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
BRBR SEC Filings & Documents
BellRing Brands, Inc. (BRBR) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 5, 2026·SEC
Material company update
Feb 23, 2026·SEC
Material company update
Feb 3, 2026·SEC
10-K Annual Reports
310-Q Quarterly Reports
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BRBR Frequently Asked Questions
BellRing Brands, Inc. (BRBR) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is BellRing Brands, Inc.'s revenue?
BellRing Brands, Inc. (BRBR) reported $2.33B in revenue for fiscal year 2025. This represents a 227% increase from $713.2M in 2017.
How fast is BellRing Brands, Inc. growing?
BellRing Brands, Inc. (BRBR) grew revenue by 16.1% over the past year. This is strong growth.
Is BRBR profitable?
Yes, BellRing Brands, Inc. (BRBR) is profitable, generating $80.6M in net income for fiscal year 2025 (9.3% net margin).
Dividend & Returns
What is BellRing Brands, Inc.'s free cash flow?
BellRing Brands, Inc. (BRBR) generated $192.3M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.