Stock Markets February 12, 2026

AB InBev Tops Q4 Expectations, Reiterates Faster Profit Growth Target for 2026

Brewer outperformed analysts on organic operating profit, revenue and volumes and highlighted marketing spend and major 2026 events as tailwinds

By Nina Shah ABI
AB InBev Tops Q4 Expectations, Reiterates Faster Profit Growth Target for 2026
ABI

Anheuser-Busch InBev reported fourth-quarter results that exceeded analyst estimates for organic operating profit, revenue and volumes. The brewer reiterated annual guidance for 2026 profit growth of 4% to 8%, signaling a target to outpace peers that have forecast up to 6% growth. Management noted heavy sales and marketing investment and market share gains in two-thirds of its markets, and flagged major global events in 2026 as potential benefits.

Key Points

  • AB InBev posted a 2.3% increase in quarterly organic operating profit, beating the 1.4% analyst expectation - sectors impacted include consumer staples and beverage producers.
  • Organic revenue rose 2.5% versus a 1.5% expected increase; volumes fell 1.5% versus an anticipated 2.7% decline - implications for retail and distribution channels within the beverage market.
  • The company invested $7.4 billion in sales and marketing and reported share gains in two-thirds of its markets; major sporting and entertainment events in 2026 are expected to provide additional tailwinds - this affects advertising, sponsorship and event-related commercial activity.

Anheuser-Busch InBev reported quarterly results that outperformed analyst expectations across several key measures, saying it remains on track to expand profits faster than some rivals in 2026. The world's largest beer company recorded a 2.3% rise in organic operating profits for the fourth quarter, above the 1.4% increase analysts had anticipated.

AB InBev repeated its annual guidance for 2026 of organic profit growth between 4% and 8%. The company contrasted that outlook with forecasts from Heineken and Carlsberg, which it said expect up to 6% growth in 2026.

On the top line, AB InBev delivered 2.5% organic revenue growth for the quarter, ahead of the 1.5% rise expected by analysts. The brewer's volumes, which remain a focus for the industry amid weak demand for beer, declined by 1.5% in the quarter - a smaller drop than the 2.7% decline that had been forecast.

Management highlighted substantial commercial investment during the period, disclosing $7.4 billion spent on sales and marketing. The company said it had either gained or maintained market share in two-thirds of the markets where it operates.

Looking toward 2026, AB InBev said it anticipates benefiting from a calendar that includes several large global events. The company identified the Super Bowl, the Winter Olympics and the FIFA World Cup as events that should support its results in the year ahead.


Analyst-style context - The outperformance on organic operating profit and revenue, combined with a smaller-than-expected volume decline, suggests AB InBev navigated a weak demand environment more effectively than peers in the quarter. Large-scale sales and marketing spending and share gains in a majority of markets were cited as drivers of the stronger outcome.


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The quarter's results and the reiterated 2026 guidance will be focal points for investors assessing AB InBev's ability to convert large commercial investments and event-driven demand into sustained profit growth.

Risks

  • Continued weak consumer demand for beer - evidenced by a 1.5% quarterly volume decline - could limit revenue and profit upside and affect beverage producers and retail channels.
  • Heavy sales and marketing investment of $7.4 billion represents a substantial cost commitment; if commercial returns lag expectations, profitability targets could be harder to achieve - impacting corporate profit margins in the consumer staples sector.
  • Reliance on major 2026 events such as the Super Bowl, Winter Olympics and FIFA World Cup to support growth introduces timing and concentration risk - event-driven demand may not fully offset broader market weakness and affects event sponsorship and advertising sectors.

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