BUD Earnings

BUD reported its earnings on 2026-02-12, showcasing a revenue of 15.55B against an estimate of 15.59B, resulting in a -0.22% surprise. The EPS was 0.95, surpassing the expected 0.91 by 4.4%. The stock experienced a 3.81% price change on the earnings day and a 2.11% change over the next five days, reflecting market reactions to the results.

Following BUD's earnings announcement on 2026-02-12, the stock price moved by 3.81% on the day of the release. Over the subsequent five days, it saw a 2.11% change. Historically, BUD's stock price tends to shift by an average of 0.27% in the 10 days leading up to earnings and 1.76% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate BUD's annual revenue to reach 14.56B, while the EPS is projected at 0.95. These estimates reflect recent revisions, with revenue estimates revised downward by -0.04% and EPS estimates revised downward by -0.17% over the past three months, indicating analyst expectation in the company's performance.

The correlation between BUD's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised downward by -0.04%, while EPS estimates moved revised downward by -0.17%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, BUD's stock price typically moves by 0.27% in the 10 days before its earnings and 1.76% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.95 and revenue of 14.56B.

The earnings call summary highlights strong financial performance, including a 6% EPS increase and significant debt management. The $6 billion share buyback and dividend increase are positive shareholder return signals. The Q&A session revealed optimism for 2026 with strategic growth drivers and market expansion plans. Despite some unclear guidance, the positive momentum in non-alcohol beer, BEES marketplace, and Beyond Beer segment supports a positive outlook. Considering these factors, the stock price is likely to experience a positive movement in the near term.