National Beverage Q1 profit falls to $0.50 per share from $0.60 as sales hold flat
National Beverage reported first-quarter results for the period ended August 1, 2026, with net sales of $331 million, essentially unchanged from a year earlier. Net income fell to $47 million from $55.8 million, and earnings per share dropped to $0.50 from $0.60, as higher aluminum, tariff, fuel and freight costs pressured gross margin, which was 35%. Shareholders also saw cash fall to $107 million after a $304 million special dividend of $3.25 per share paid July 30, 2026.
Key points
- Net sales were $330.7 million for the three months ended August 1, 2026, versus $330.5 million a year earlier.
- Net income was $47.0 million, or $0.50 per diluted share, compared with $55.8 million, or $0.60 per diluted share, a year earlier.
- Gross margin was 35%; the company said aluminum costs alone reduced gross margin by almost 600 basis points.
- The company paid a $304 million special dividend ($3.25 per share) on July 30, 2026, and reported cash of $107 million afterward.
The filing
Written by AI on Nov 8, 2026, 1:38 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on September 11, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.