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AB InBev Shares Jump as Q4 EPS Beats and 2026 Growth Target Is Reaffirmed

Shares climbed after investors focused on resilient earnings despite softer demand.

Overview

  • The stock rose about 5% post-earnings as investors emphasized profit resilience.
  • Underlying EPS reached $0.95, up 7.5% year over year and exceeding the $0.92 consensus.
  • Reported revenue was $15.56 billion versus $15.58 billion expected, while organic revenue and operating profit outpaced analyst forecasts.
  • Total volumes fell 1.5% with beer down 1.9%, a smaller decline than projected.
  • Management kept 2026 profit-growth guidance at 4%–8%, cited the Super Bowl, Winter Olympics and FIFA World Cup as potential boosts, and noted $7.4 billion in sales and marketing with share held or gained in two-thirds of markets.