Jun 2026 (Q3 FY26) — Aug 4, 2026
BellRing Brands Q3 FY26 — Strong Sales & Consumption Offset by Margin Pressures
Read the full callBellRing Brands earnings: last reported Tue, 4 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 570 | +4.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 11.5 | +3.3 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 34.2 | +62.9% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $33 on 17 Oct 2025 → $9.59. High $33.48 (21 Oct 2025), low $7.4 (1 Oct 2026).
Overview
Call summaries
BellRing Brands Q3 FY26 — Strong Sales & Consumption Offset by Margin Pressures
Read the full callEvery analysed call
Financials
Net profit, year on year: +63% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 556 | 533 | 588 | 548 | 648 | 537 | 599 | 570 |
| Operating profit | 112 | 115 | 95 | 45 | 102 | 79 | 66 | 65 |
| Operating margin | 20.2% | 21.6% | 16.2% | 8.2% | 15.8% | 14.6% | 11.0% | 11.5% |
| Interest | 15 | 14 | 17 | 18 | 19 | 20 | — | — |
| Profit before tax | 98 | 101 | 79 | 26 | 83 | 59 | 46 | 46 |
| Tax rate | 26.5% | 23.8% | 25.3% | 20.4% | 28.3% | 25.3% | 26.1% | 24.8% |
| Net profit | 72 | 77 | 59 | 21 | 60 | 44 | 34 | 34 |
| EPS ($ per share) | — | 0.60 | 0.46 | 0.17 | — | 0.37 | 0.29 | 0.29 |
| Line item | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | — | 0 | 0 | 0 | 1 | 1 | 1 | 1 |
| Reserves | — | 0 | -2,179 | -3,060 | -356 | -190 | 56 | 273 |
| Total liabilities | — | 108 | 815 | 762 | 1,083 | 1,015 | 1,043 | 1,395 |
| Fixed assets | — | 12 | 10 | 9 | 8 | 9 | 9 | 19 |
| Total assets | — | 595 | 654 | 697 | 707 | 692 | 837 | 941 |
| Line item | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 141 | 98 | 97 | 226 | 21 | 216 | 200 | 261 |
| Cash from investing | -5 | -3 | -2 | -2 | -2 | -2 | -2 | -5 |
| Cash from financing | -133 | -100 | -53 | -121 | -135 | -202 | -175 | -238 |
| Net cash flow | 3 | -5 | 43 | 104 | -117 | 13 | 23 | 18 |
| Capital expenditure | -5 | -3 | -2 | -2 | -2 | -2 | -2 | -5 |
| Free cash flow | 136 | 95 | 95 | 225 | 19 | 214 | 198 | 256 |
41 filings between Nov 7, 2025 and Sep 8, 2026.
Purchases
$92.4K
3 purchases by 2 insiders
Sales
$131.7K
2 sales by 2 insiders
50% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Also filed: 2 gifts, 1 other.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| CORNILLE DOUGLAS J | — | $122.8K | Dec 1, 2025 |
| Finkelstein David Isaiah | $72.4K | — | May 13, 2026 |
| CONWAY SHAWN | $20.0K | — | Sep 8, 2026 |
| RODE PAUL A | — | $8.9K | Nov 7, 2025 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 8, 2026 | CONWAY SHAWN Director | Purchase | 2,022 | $20.0K |
| Jul 29, 2026 | Axelrod Michael Carey President and CEO | Award | 142,964 | $1.90M |
| May 13, 2026 | Finkelstein David Isaiah Director | Purchase | 4,000 | $36.9K |
| Mar 3, 2026 | VITALE ROBERT V Director | Gift | 82,000 | $0 |
| Mar 2, 2026 | VITALE ROBERT V Director | Gift | 82,000 | $0 |
| Feb 19, 2026 | CORNILLE DOUGLAS J Insider | Award | 27,209 | $516.4K |
| Feb 19, 2026 | ROSENTHAL CRAIG L Insider | Award | 26,349 | $500.1K |
| Feb 19, 2026 | SINGH ROBIN Insider | Award | 23,877 | $453.2K |
| Feb 19, 2026 | RODE PAUL A Insider | Award | 29,043 | $551.2K |
| Feb 17, 2026 | Finkelstein David Isaiah Director | Award | 1,935 | $0 |
| Feb 17, 2026 | Nwamu Chonda J Director | Award | 1,935 | $0 |
| Feb 17, 2026 | CONWAY SHAWN Director | Award | 2,765 | $0 |
| Feb 13, 2026 | Finkelstein David Isaiah Director | Purchase | 2,000 | $35.5K |
| Jan 29, 2026 | Finkelstein David Isaiah Director | Award | 5,391 | $0 |
| Jan 29, 2026 | JOHNSON JENNIFER KUPERMAN Director | Award | 5,391 | $0 |
| Jan 29, 2026 | ERICKSON THOMAS P Director | Award | 5,391 | $0 |
| Jan 29, 2026 | VITALE ROBERT V Director | Award | 5,391 | $0 |
| Jan 29, 2026 | STEIN ELLIOT JR Director | Award | 3,594 | $0 |
| Jan 29, 2026 | CONWAY SHAWN Director | Award | 5,391 | $0 |
| Jan 29, 2026 | Nwamu Chonda J Director | Award | 5,391 | $0 |
| Dec 23, 2025 | STEIN ELLIOT JR Director | Other | 4,916 | $0 |
| Dec 1, 2025 | DAVENPORT DARCY HORN PRES. AND CEO | Tax withheld | 157,060 | $4.85M |
| Dec 1, 2025 | RODE PAUL A CFO & TREASURER | Tax withheld | 26,616 | $822.2K |
| Dec 1, 2025 | ROSENTHAL CRAIG L CLO & SECRETARY | Award | 46,924 | $0 |
| Dec 1, 2025 | CORNILLE DOUGLAS J CHIEF GROWTH OFFICER | Tax withheld 10b5-1 plan | 27,915 | $862.3K |
| Dec 1, 2025 | CORNILLE DOUGLAS J CHIEF GROWTH OFFICER | Award 10b5-1 plan | 54,971 | $0 |
| Dec 1, 2025 | CORNILLE DOUGLAS J CHIEF GROWTH OFFICER | Sale 10b5-1 plan | 3,970 | $122.8K |
| Dec 1, 2025 | DAVENPORT DARCY HORN PRES. AND CEO | Award | 293,295 | $0 |
| Dec 1, 2025 | ROSENTHAL CRAIG L CLO & SECRETARY | Tax withheld | 15,900 | $491.2K |
| Dec 1, 2025 | RODE PAUL A CFO & TREASURER | Award | 62,569 | $0 |
| Nov 12, 2025 | DAVENPORT DARCY HORN PRES. AND CEO | Award | 33,683 | $930.0K |
| Nov 12, 2025 | ROSENTHAL CRAIG L CLO & SECRETARY | Award | 4,780 | $132.0K |
| Nov 12, 2025 | SINGH ROBIN CHIEF SUPPLY CHAIN OFFCR PNC | Award | 3,513 | $97.0K |
| Nov 12, 2025 | CORNILLE DOUGLAS J CHIEF GROWTH OFFICER PNC | Award | 5,251 | $145.0K |
| Nov 12, 2025 | RODE PAUL A CFO & TREASURER | Award | 6,410 | $177.0K |
| Nov 11, 2025 | SINGH ROBIN CHIEF SUPPLY CHAIN OFFCR PNC | Tax withheld | 1,806 | $51.1K |
| Nov 7, 2025 | ROSENTHAL CRAIG L CLO & SECRETARY | Tax withheld | 267 | $7.7K |
| Nov 7, 2025 | RODE PAUL A CFO & TREASURER | Sale | 308 | $8.9K |
| Nov 7, 2025 | SINGH ROBIN CHIEF SUPPLY CHAIN OFFCR PNC | Tax withheld | 221 | $6.4K |
| Nov 7, 2025 | CORNILLE DOUGLAS J CHIEF GROWTH OFFICER PNC | Tax withheld | 335 | $9.7K |
| Nov 7, 2025 | DAVENPORT DARCY HORN PRES. AND CEO | Tax withheld | 2,280 | $66.1K |
| Sep 3, 2025 | CORNILLE DOUGLAS J CHIEF GROWTH OFFICER PNC | Sale 10b5-1 plan | 3,970 | $166.9K |
| Aug 14, 2025 | CONWAY SHAWN Director | Purchase | 1,316 | $50.0K |
| Aug 11, 2025 | DAVENPORT DARCY HORN PRES. AND CEO | Option exercise | 11,000 | $190.3K |
| Aug 6, 2025 | STEIN ELLIOT JR Director | Purchase | 2,663 | $99.8K |
| Aug 6, 2025 | CONWAY SHAWN Director | Purchase | 2,700 | $98.3K |
| Aug 6, 2025 | ROSENTHAL CRAIG L CLO & SECRETARY | Purchase | 2,600 | $97.0K |
| Aug 1, 2025 | DAVENPORT DARCY HORN PRES. AND CEO | Sale 10b5-1 plan | 1,600 | $86.7K |
| Jul 25, 2025 | DAVENPORT DARCY HORN PRES. AND CEO | Sale 10b5-1 plan | 1,600 | $87.1K |
| Jul 18, 2025 | DAVENPORT DARCY HORN PRES. AND CEO | Sale 10b5-1 plan | 485 | $28.2K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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