Brambles Limited

ASX:BXB Rapport sur les actions

Capitalisation boursière : AU$24.6b

Brambles Croissance future

Future contrôle des critères 2/6

Brambles devrait augmenter ses bénéfices et son chiffre d'affaires de 6.7% et de 3.7% par an respectivement. Le BPA devrait croître de de 7.7% par an. Le rendement des capitaux propres devrait être 30.9% dans 3 ans.

Informations clés

6.7%

Taux de croissance des bénéfices

7.69%

Taux de croissance du BPA

Commercial Services croissance des bénéfices13.1%
Taux de croissance des recettes3.7%
Rendement futur des capitaux propres30.89%
Couverture par les analystes

Good

Dernière mise à jour10 Jun 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour du récit • Jun 03

BXB: US Repair Reset And Buyback Will Shape A More Constructive Outlook

Analysts have reduced their fair value estimate for Brambles to A$21.40 from A$24.82, reflecting slightly lower assumptions for revenue growth, profit margins and future P/E multiples. At the same time, recent upgrades to Neutral and Buy highlight what they see as more reasonable and compelling valuation support after the stock's pullback.
Nouveau récit • Jun 02

Supply Chain Automation And Sustainability Will Support Stable Margins And Fairly Priced Shares

Catalysts About Brambles Brambles operates a global pallet and reusable asset pooling business that supports fast moving consumer goods, retail and industrial supply chains. What are the underlying business or industry changes driving this perspective?
Nouveau récit • May 18

Automation And Digital Supply Chain Solutions Will Drive Stronger Long Term Pallet Demand

Catalysts About Brambles Brambles operates pooled pallet and reusable asset solutions that support supply chains across the Americas, Europe and Asia Pacific. What are the underlying business or industry changes driving this perspective?
Mise à jour du récit • May 10

BXB: Legal Ruling And Dividend Outlook Will Shape A Measured Future View

Analysts have trimmed their average price target on Brambles to A$24.82 from A$26.06, reflecting slightly higher discount rate assumptions and very small tweaks to revenue growth, profit margin and future P/E inputs in their models. What's in the News The Federal Court issued a judgment in the shareholder class action relating to Brambles’ Fiscal Year 2017 guidance and medium term Fiscal Year 2019 targets, with some claims dismissed and others upheld for specific periods between August 18, 2016 and February 17, 2017 (Lawsuits & Legal Issues).
Mise à jour du récit • Apr 05

BXB: Dividend Increase And Updated Guidance Will Support A Positive Outlook

Analysts have nudged their Brambles price target slightly higher to A$26.06 from A$25.84, reflecting updated assumptions around discount rate, modest revenue growth adjustments, stable profit margins and a slightly higher future P/E multiple. What's in the News Brambles declared an ordinary dividend of US$0.23 per share for the six months ended 31 December 2025, with an ex date of 11 March 2026, a record date of 12 March 2026 and a payment date of 9 April 2026 (company announcement).
Mise à jour du récit • Mar 22

BXB: Dividend Commitment And Stable Guidance Will Support A Positive Outlook

Analysts have made a small upward adjustment to Brambles' implied value, with the price target moving from A$25.82 to A$25.84. This change reflects only minor tweaks to assumptions around discount rate, revenue growth, profit margin and future P/E.
Mise à jour du récit • Mar 07

BXB: Refined Assumptions And Dividend Outlook Will Support A Steady Future

Analysts have updated their view on Brambles, increasing the price target from A$24.43 to A$25.82. This change reflects adjusted assumptions around the discount rate, profit margin, revenue growth and future P/E multiples.
Mise à jour du récit • Feb 19

BXB: Refined Assumptions Will Support A Steady Fairly Valued Outlook

Analysts now set their Brambles price target at about A$24.43, up from roughly A$24.14, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E multiples. Valuation Changes Fair Value: A$24.14 to A$24.43, a small upward adjustment in the modelled estimate.
Mise à jour du récit • Feb 05

BXB: Refined Assumptions Will Support A Steady Fairly Valued Medium-Term Outlook

Analysts have trimmed their price target for Brambles to A$24.14 from A$24.78, reflecting small adjustments to assumptions around the discount rate, revenue growth, profit margin and future P/E multiples. Valuation Changes Fair value estimate reduced slightly from A$24.78 to A$24.14 per share.
Article d’analyse • Jan 28

Brambles Limited's (ASX:BXB) Popularity With Investors Is Under Threat From Overpricing

With a price-to-earnings (or "P/E") ratio of 25.2x Brambles Limited ( ASX:BXB ) may be sending bearish signals at the...
Mise à jour du récit • Jan 21

BXB: Slight Model Refinements Will Support A Steady Medium-Term Outlook

Analysts have nudged their price target for Brambles slightly higher to A$24.78 from A$24.67, reflecting small adjustments to assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. Valuation Changes Fair Value: Adjusted slightly from A$24.67 to A$24.78 per share.
Article d’analyse • Jan 13

With EPS Growth And More, Brambles (ASX:BXB) Makes An Interesting Case

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Mise à jour du récit • Jan 07

BXB: Small Model Adjustments Will Support A Steady Medium-Term Outlook

The analyst price target for Brambles has edged from A$24.80 to A$24.67, with analysts pointing to fine tuning of discount rate, revenue growth, profit margin, and forward P/E assumptions rather than any major shift in their view. Valuation Changes Fair value was trimmed slightly from A$24.80 to A$24.67 per share, reflecting minor model adjustments rather than a change in the core view.
Article d’analyse • Dec 28

Is Brambles (ASX:BXB) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Mise à jour du récit • Dec 24

BXB: Slightly Higher Expected Multiple Will Support A Balanced Medium-Term Outlook

Analysts have slightly raised their price target on Brambles to reflect a modest improvement in fair value to $24.80. This change is driven by marginally lower discount rates, steady revenue growth assumptions, and a slightly higher forecast future P/E multiple.
Mise à jour du récit • Dec 08

BXB: Slightly Lower Fair Value Will Support A Balanced Medium-Term Outlook

Analysts have nudged their price target for Brambles slightly lower, trimming it by approximately $0.65. They are factoring in a marginally higher future valuation multiple, offset by a modestly reduced fair value estimate, under largely unchanged growth and margin assumptions.
Article d’analyse • Nov 25

Brambles (ASX:BXB) Shareholders Will Want The ROCE Trajectory To Continue

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
Mise à jour du récit • Nov 24

BXB: Recent Modest Fair Value Shift Will Support A Balanced Medium-Term Outlook

Analysts have slightly increased their price target for Brambles from $25.33 to $25.40, citing modest improvements in future valuation metrics as well as a marginally higher discount rate. Valuation Changes Fair Value: Increased marginally from A$25.33 to A$25.40.
Article d’analyse • Nov 11

Are Investors Undervaluing Brambles Limited (ASX:BXB) By 28%?

Key Insights The projected fair value for Brambles is AU$33.08 based on 2 Stage Free Cash Flow to Equity Current share...
Mise à jour du récit • Nov 05

BXB: Share Price Rally Will Limit Upside Despite Buyback Program

Analysts have marginally raised their price target for Brambles from A$25.07 to A$25.33. They cite continued strong performance and note that the recent share price rally has reduced the stock’s potential return.
Article d’analyse • Oct 29

Brambles Limited's (ASX:BXB) Shares May Have Run Too Fast Too Soon

When close to half the companies in Australia have price-to-earnings ratios (or "P/E's") below 22x, you may consider...
Article d’analyse • Oct 05

With EPS Growth And More, Brambles (ASX:BXB) Makes An Interesting Case

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Mise à jour du récit • Sep 26

Digital Tracking And Circular Supply Chains Will Improve Efficiency

Analysts have lifted Brambles’ price target slightly to A$25.07, citing the share price’s strong rally amid limited fundamental change and scarcity of quality offshore-exposed peers, but now see limited further upside, prompting a Neutral rating. Analyst Commentary The share price rally was considered "quite remarkable" despite results that did not meaningfully change forecasts.
Article d’analyse • Sep 22

Is Brambles (ASX:BXB) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Mise à jour du récit • Sep 09

Digital Tracking And Circular Supply Chains Will Improve Efficiency

Analysts have trimmed Brambles' price target to A$24.80 amid concerns that the recent share price rally has outpaced fundamentals, with limited improvement in the financial outlook and valuation now exceeding intrinsic value. Analyst Commentary Share price rally seen as excessive relative to underlying fundamentals and forecasts.
Article d’analyse • Sep 08

Brambles (ASX:BXB) Will Pay A Larger Dividend Than Last Year At $0.3196

Brambles Limited ( ASX:BXB ) will increase its dividend from last year's comparable payment on the 8th of October to...
Article d’analyse • Aug 24

Brambles (ASX:BXB) Will Pay A Larger Dividend Than Last Year At $0.3196

The board of Brambles Limited ( ASX:BXB ) has announced that it will be paying its dividend of $0.3196 on the 8th of...
Mise à jour du récit • Aug 22

Investments In AI And Digital Solutions Will Improve Customer Experience And Efficiency

Brambles' price target has been upgraded primarily due to its scarcity value as a high-quality offshore-exposed operator and a reassessment of valuation, though analysts are now more cautious given the elevated share price and limited further upside, resulting in the consensus price target rising from A$22.06 to A$24.85. Analyst Commentary Strong share price rally despite results not significantly exceeding forecasts.
Article d’analyse • Aug 09

Under The Bonnet, Brambles' (ASX:BXB) Returns Look Impressive

ASX:BXB 1 Year Share Price vs Fair Value Explore Brambles's Fair Values from the Community and select yours If you're...
Article d’analyse • Jul 24

Brambles Limited's (ASX:BXB) Popularity With Investors Is Under Threat From Overpricing

With a price-to-earnings (or "P/E") ratio of 25.4x Brambles Limited ( ASX:BXB ) may be sending bearish signals at the...
Article d’analyse • Jul 09

A Look At The Fair Value Of Brambles Limited (ASX:BXB)

Key Insights Brambles' estimated fair value is AU$24.15 based on 2 Stage Free Cash Flow to Equity With AU$23.14 share...
Article d’analyse • Jun 24

Should You Be Adding Brambles (ASX:BXB) To Your Watchlist Today?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
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Nouveau récit • May 19

Brambles' Revenue Set to Climb 14% with Profit Margins Following

Market Leadership: Brambles is a dominant global player in its niche, with scale advantages that are hard to replicate.
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Nouveau récit • Feb 22

Investments In AI And Digital Solutions Will Improve Customer Experience And Efficiency

Asset efficiency and strategic capital allocation drive better cash flow, net margins, and potential future earnings growth.

Prévisions de croissance des bénéfices et des revenus

ASX:BXB - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
6/30/20287,7231,1029222,23311
6/30/20277,3471,0057652,09212
6/30/20267,0219348712,00112
12/31/20257,0119269361,974N/A
9/30/20256,9248959061,904N/A
6/30/20256,8388648761,833N/A
12/31/20246,7948147971,773N/A
9/30/20246,7567947261,788N/A
6/30/20246,7187746551,804N/A
12/31/20236,6457295821,993N/A
9/30/20236,4916934441,992N/A
6/30/20236,3386573071,991N/A
12/31/20226,043603-981,714N/A
9/30/20225,917588-921,650N/A
6/30/20225,792574-861,586N/A
12/31/20215,6235421741,562N/A
9/30/20215,5165373181,558N/A
6/30/20215,4105324611,554N/A
12/31/20205,0245254531,453N/A
9/30/20204,9355164051,420N/A
6/30/20204,8475083581,387N/A
3/31/20204,861486N/AN/AN/A
12/31/20194,8764652131,349N/A
9/30/20194,828459N/A1,344N/A
6/30/20194,780454N/A1,338N/A
12/31/20184,169382N/A1,410N/A
9/30/20184,400468N/A1,417N/A
6/30/20184,631554N/A1,423N/A
12/31/20175,465721N/A1,282N/A
9/30/20175,336583N/A1,247N/A
6/30/20175,206445N/A1,211N/A
12/31/20164,864466N/A1,114N/A
9/30/20164,927529N/A1,140N/A
6/30/20164,990592N/A1,167N/A
12/31/20155,401592N/A1,356N/A
9/30/20155,481590N/A1,339N/A
6/30/20155,561588N/A1,323N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de BXB ( 6.7% par an) est supérieure au taux d'épargne ( 3.6% ).

Bénéfices vs marché: Les bénéfices de BXB ( 6.7% par an) devraient croître plus lentement que le marché Australian ( 12% par an).

Croissance élevée des bénéfices: Les bénéfices de BXB devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de BXB ( 3.7% par an) devrait croître plus lentement que le marché de Australian ( 6.1% par an).

Croissance élevée des revenus: Le chiffre d'affaires de BXB ( 3.7% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de BXB devrait être élevé dans 3 ans ( 30.9 %)

Découvrir les entreprises en croissance

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/11 21:04
Cours de l'action en fin de journée2026/06/11 00:00
Les revenus2025/12/31
Revenus annuels2025/06/30

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Brambles Limited est couverte par 24 analystes. 13 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Matthew RyanBarrenjoey Markets Pty Limited
Nicholas McGarrigleBarrenjoey Markets Pty Limited
Shaurya VisenBofA Global Research