Brown Forman Corporation (BFA) Return on Investment ROI from the first quarter of 2026 to first quarter of 2026 and for the year 2026, average high and low, overall ranking from Jul 31 2026 to Jul 31 2025 - CSIMarket
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Brown forman Corporation  (NYSE: BFA)


Brown Forman's ROI from its first quarter of 2026 to the first quarter of 2026 and 5 Year Period

Return on Investment, Quarterly Results, Trends, Rankings, Statistics

What is Brown Forman's ROI in the first quarter of 2026?
Brown forman Corporation achieved a return on average invested assets (ROI) of 10.56 % in its first quarter of 2026, which is below Brown Forman's average return on investment, which stands at 17.51%.

ROI has improved compared to 10.35% in the fourth quarter of 2026, due to net income growth.

Within the Consumer Non Cyclical sector 15 other companies had a higher return on investment. While return on investment, the total ranking has deteriorated compared to the fourth quarter of 2026 from 808 to 814.

Definition and Formula of Return on Investment



Return On Investment (Jul 31 2026)
I. Quarter
(Apr 30 2026)
IV. Quarter
(Jan 31 2026)
III. Quarter
(Oct 31 2025)
II. Quarter
(Jul 31 2025)
I. Quarter
Y / Y Investment Change TTM 1.88 % 5.65 % 9.97 % 6.83 % 6.14 %
Y / Y Net Income Change TTM -14.57 % -17.72 % 11.62 % 78.81 % 332.82 %
Investment (TTM) in Millions 6,612 6,662 7,006 7,024 6,947
Return On Investment (TTM) 10.56 % 10.35 % 11.54 % 11.88 % 12.6 %
BFA's Overall Ranking # 814 # 808 # 507 # 624 # 488
Seq. Investment Change TTM -1.21 % -1.23 % 2.62 % 1.75 % 2.44 %
Seq. Net Income Change TTM 0.84 % -11.4 % -0.37 % -4.03 % -2.88 %
Net Income (TTM) in Millions 721 715 807 810 844




Return On Investment BFA's Ranking
Within: No.
Industry # 4
Sector # 16
Overall # 814

Return On Investment Statistics
High Average Low
32.16 %
17.51 %
10.04 %
(Apr 30 2016)   (Apr 30 2026)



  News about Brown forman Corporation Return on Investment ROI

Brown-Forman Taps Fresh Leadership Amidst Q2 Profitability Struggles in American Whiskey Market

February 8, 2024



Brown-Forman Corporation, a leading American spirits and wine company, has recently announced the appointment of Mark Bacon as Managing Director for Jack Daniels Brands, and Mia Simpson Culp as Managing Director for Woodford Reserve and Old Forester. These new leaders will oversee global marketing and innovation for their respective brand portfolios. However, this announcement comes at a time when Brown-Forman s return on average invested assets (ROI) has fallen in Q2 2024, signaling a challenging period for the company.

Despite a steady growth of 4.76% in net income from the previous quarter and a strong market presence within the Consumer Non-Cyclical sector, Brown-Forman s ROI for Q2 2024 stands at 13.18%, significantly lower than their average return on investment of 23.3%. This decline in ROI raises concerns about the company s ability to capitalize on its brand portfolio and maintain profitability in the face of prevailing market conditions.

Relinquishing the Baton: Brown-Forman Faces Legal Transition and Challenges amid Declining ROI

January 10, 2024

the South: Brown-Forman Announces General Counsel Transition and Decline in ROI
In an unexpected announcement, Brown-Forman Corporation revealed that Matt Hamel, the current executive vice president, general counsel, and secretary, will be retiring on May 1st. The company, renowned for its vast spirits and wine portfolio, also disclosed that Mike Carr, the current vice president and associate general counsel for regional and corporate development, will be taking over Hamel s role.
During his tenure as general counsel, Hamel effectively supervised various teams responsible for legal matters, compliance, risk assessment, and public affairs. His leadership was instrumental in overseeing critical activities such as corporate governance, Securities and Exchange Commission (SEC) compliance, and adherence to the Sarbanes-Oxley Act.
However, this transition in leadership comes at an intriguing time for Brown-Forman as the company faces a decline in its return on average invested assets (ROI). In the second quarter of 2024, Brown-Forman recorded an ROI of 13.18%, significantly lower than the company s average ROI of 23.3%. This decline in ROI is despite a moderate net income growth of 4.76% from the previous quarter.






Financial Statements
Brown Forman's I. Quarter Investments $ 6,612 Millions BFA's Balance sheet
Brown Forman's I. Quarter Income $ 176 Millions Quarterly BFA's Income Statement
BFA's Income by Division See BFA's Income by Division


BFA Annual Return On Investment (Apr 30 2026)
2026
(Apr 30 2025)
2025
(Apr 30 2024)
2024
(Apr 30 2023)
2023
(Apr 30 2022)
2022
Total Investments in Millions 6,455 6,765 6,292 6,370 5,120
Y / Y Investment Growth -4.58 % 7.52 % -1.22 % 24.41 % -5.8 %
Net Income in Millions 715 869 1,024 783 838
Y / Y Net Income Growth -17.72 % -15.14 % 30.78 % -6.56 % -7.2 %
Annual Return On Investment 11.08 % 12.85 % 16.27 % 12.29 % 16.37 %


Annual Roi Comment
In the fiscal year 2026 ROI decreased relative to the previous year to 11.08 %, due to deterioration of net income.

Definition and Formula of Return on Investment

Other ROI Ratios
Nonalcoholic Beverages Industry Roi Trends and Statistics
Consumer Non Cyclical Sector Return On Investment Statistics
Roi Trends for overall market
BFA's Roi Ratio versus Nonalcoholic Beverages Industry, Consumer Non Cyclical Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Subscribers only: Roi for BFA's Competitors
Subscribers only: Roi for Brown Forman's Suppliers
Subscribers only: Return On Investment for BFA's Customers

Other Ratios
BFA's Roa BFA's Inventory Turnover Ratio BFA's Growth Rates BFA's Dividend Statistics
BFA's Profitability Ratios BFA's Asset Turnover Ratio BFA's Dividend Growth
BFA's Roe BFA's Valuation Ratios BFA's Financial Strength Ratios BFA's Dividend Payout Ratio



Companies with similar Return On Investment at Jul 31 2026, within Consumer Non Cyclical Sector ROI
The Vita Coco Company Inc   28.89 %
Altria Group Inc   26.08 %
CN Healthy Food Tech Group Corp.  25.78 %
Bellring Brands Inc   24.95 %
Monster Beverage Corp  24.75 %
Axil Brands Inc   23.13 %
United guardian Inc   21.86 %
Colgate palmolive Company  19.90 %
Niagen Bioscience Inc   18.13 %
Procter and Gamble Co  17.81 %
The Marzetti Company  16.95 %
Cf Industries Holdings inc   15.64 %
Coca cola Consolidated Inc   15.52 %
Cvr Partners Lp  15.35 %
Coffee Holding Co Inc   14.46 %
Interparfums Inc   13.98 %
Mama s Creations Inc   13.89 %
Hershey Co  13.85 %
Ennis Inc   13.34 %
Pepsico Inc   13.23 %
Philip Morris International Inc   12.94 %
Mccormick and Company Incorporated  12.80 %
Sanfilippo John B and Son Inc  12.48 %
Freshpet Inc   12.02 %
Seneca Foods Corporation  11.50 %
Lifeway Foods Inc   11.24 %
Cal maine Foods Inc   10.98 %
Smithfield Foods Inc   10.51 %
Brown forman Corporation  10.16 %
Constellation Brands Inc   10.00 %


Date modified: 2026-09-26T07:22:58+00:00



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