Breville Group shares in focus after record FY26 earnings

The Breville Group Ltd (ASX: BRG) share price is in focus after the company reported record full-year sales of $1.8 billion and delivered EBIT in line with guidance for FY26.

What did Breville Group report?

• Revenue: $1,810.9 million, up 6.7% from FY25
• EBITDA: $284.1 million, up 4.5%
• Net profit after tax (NPAT): $138.1 million, up 1.7%
• EBIT: $207.0 million, up 1.2%
• Final dividend: 19.0 cents per share, bringing full-year dividend to 38.0 cents, up 2.7% (100% franked)
• Net cash: $104.4 million at 30 June 2026

What else do investors need to know?

Breville completed its manufacturing diversification program, with 85% of 120-volt product gross profit now sourced outside China. This shift reduced company exposure to supply chain risks and US tariffs, which remained volatile during the year.

Growth in new markets stood out, with China, Korea, Mexico, and the Middle East together posting revenue gains above 70%. The company’s investment in new products, solutions, and technology services increased to 14.4% of revenue.

Strong underlying cash flow supported a healthy net cash position at year end. Gross margins recovered in the second half, led by improved US sourcing.

What did Breville Group management say?

Breville’s managing director and CEO, Jim Clayton, said:

FY26 tested the business on every front: We transformed our manufacturing footprint, grew revenue to a record $1.8 billion, and delivered EBIT in line with budget and guidance, in a year when US tariffs restructured four times and the closure of the Strait of Hormuz disrupted global supply chains. That is a result the team can be proud of… We enter FY27 better positioned than we have ever been. What we built this year will outlast the conditions that tested it.

What’s next for Breville Group?

Heading into FY27, Breville expects continued robust demand for premium products, but notes that supply chain disruption and fluctuating tariffs, especially in the US, remain potential headwinds. With manufacturing diversification largely complete, the company enters the new year well placed to adapt as needed.

Planned investment will focus on growth assets and elevated inventory as Breville continues expanding in new geographies and further develops its technology offerings. The company intends to provide more detailed guidance at its 1H27 results.

Breville Group share price snapshot

The Breville share price has been out of form over the past 12 months. During this time, it has underperformed the S&P/ASX 200 index (ASX: XJO) with a decline of 8%.

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The post Breville Group shares in focus after record FY26 earnings appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.