CONSTELLATION BRANDS, INC.
STZNYSEConsumer Staples · Beverages · DE · SEC filings ↗ · Compare ⊕
View price & chart on Yahoo Finance ↗Financials
SEC XBRL · annual| FY26 | FY25 | FY24 | FY23 | FY22 | FY21 | |
|---|---|---|---|---|---|---|
| Revenue | $9.14B | $10.21B | $9.96B | $9.45B | $8.82B | $8.61B |
| Operating income | $2.72B | $354.9M | $3.17B | $2.84B | $2.33B | $2.79B |
| Net income | $1.69B | −$81.4M | $1.73B | −$71.0M | −$40.4M | $2.00B |
| Total assets | $21.90B | $21.65B | $25.69B | $24.66B | $25.86B | $27.10B |
| Total liabilities | $13.51B | $14.52B | $15.63B | $15.93B | $13.81B | $13.18B |
| Equity | $8.08B | $6.88B | $9.74B | $8.41B | $11.73B | $13.60B |
| EPS (diluted) | — | — | — | — | — | — |
| Shares out. | — | — | — | — | — | — |
Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.
Key ratios
from filings · FY2026- Operating margin
- 29.8%
- Net margin
- 18.5%
- Return on equity
- 20.9%
- Return on assets
- 7.7%
- Return on capital (ROCE)
- 14.2%
- Liabilities / assets
- 61.7%
- Debt / equity
- 1.67×
- Book value / share
- —
- Revenue growth (YoY)
- −10.5%
- Net income growth (YoY)
- —
Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.
Financial health
forensic scores · FY2026- Altman Z″ (distress)
- 3.55safe
- Accruals / assets
- −4.5%clean
- Piotroski F-Score
- 7/8strong
Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.
Quality score
EDS ScoreOur own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.
Signs
● 1 warning● 5 good- Revenue declined year-over-year
- Operating margin is positive
- Strong return on equity (>15%)
- Positive operating cash flow
- Clean earnings (low accruals)
- Altman Z″ in the safe zone
Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.
5%+ owners
SEC Schedule 13D / 13G · last 3 yrs- Berkshire Hathaway IncPassive (13G)May 15, 2026
- Capital World InvestorsPassive (13G)May 14, 2026
- Vanguard Capital Management LlcPassive (13G)Apr 29, 2026
- Vanguard Group IncPassive (13G)Mar 26, 2026
- Capital International InvestorsPassive (13G)Feb 14, 2025
Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.
Short interest
FINRA · bi-monthly| Settlement | Shares short | Days to cover | Δ vs prior |
|---|---|---|---|
| May 15, 2026 | 7.5M | 4.2 | -3.4% |
| Apr 30, 2026 | 7.7M | 4.5 | +36.1% |
| Apr 15, 2026 | 5.7M | 2.1 | -17.0% |
| Mar 31, 2026 | 6.8M | 3.5 | -8.8% |
| Mar 13, 2026 | 7.5M | 4.8 | -2.8% |
Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.
Material events
SEC Form 8-K · most recent- Director / officer change · Regulation FD disclosureMay 21, 2026
- Regulation FD disclosure · Other material eventMay 6, 2026
- Other material eventMay 5, 2026
- Regulation FD disclosureMay 4, 2026
- Results of operations · Regulation FD disclosure · Other material eventApr 8, 2026
- Director / officer change · Regulation FD disclosureFeb 12, 2026
- Results of operations · Regulation FD disclosureJan 7, 2026
- Other material eventNov 7, 2025
Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.
Recent SEC filings
All filings ↗Event-driven situations (1)
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