Quarterly ResultAug 4, 2026, 07:09 AM
BellRing Q3 Net Sales $570.4M; Updates FY26 Outlook
AI Summary
BellRing Brands, Inc. reported third fiscal quarter 2026 results with net sales of $570.4 million, a 4.2% increase year-over-year, and net earnings of $34.2 million. However, Adjusted EBITDA decreased to $78.3 million, impacted by a $10 million inventory-related charge and input cost pressures. The company updated its fiscal year 2026 outlook, projecting net sales between $2.335-$2.375 billion and Adjusted EBITDA of $275-$295 million, inclusive of $28 million in inventory-related impacts. Michael Axelrod assumed the role of President and CEO, expressing confidence in future growth. The company also repurchased $133.1 million in shares during the nine-month period.
Key Highlights
- Third quarter net sales reached $570.4 million, an increase of 4.2% year-over-year.
- Net earnings for Q3 were $34.2 million, up $13.2 million from the prior year.
- Adjusted EBITDA for Q3 was $78.3 million, a decrease of $42.0 million year-over-year.
- Company updated fiscal year 2026 net sales outlook to $2.335-$2.375 billion.
- Updated fiscal year 2026 Adjusted EBITDA outlook is $275-$295 million.
- Michael Axelrod became President and CEO effective July 29, 2026.
- Repurchased 4.9 million shares for $133.1 million during the nine months ended June 30, 2026.
- Q3 profitability was impacted by a $10 million pre-tax inventory-related charge.
Price Impact
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