Breedon Group plc

LSE:BREE Rapport sur les actions

Capitalisation boursière : UK£1.1b

Breedon Group Croissance future

Future contrôle des critères 2/6

Breedon Group devrait augmenter ses bénéfices et son chiffre d'affaires de 13.1% et de 3.9% par an respectivement. Le BPA devrait croître de de 12.6% par an. Le rendement des capitaux propres devrait être 9.6% dans 3 ans.

Informations clés

13.1%

Taux de croissance des bénéfices

12.60%

Taux de croissance du BPA

Basic Materials croissance des bénéfices20.8%
Taux de croissance des recettes3.9%
Rendement futur des capitaux propres9.63%
Couverture par les analystes

Good

Dernière mise à jour01 May 2026

Mises à jour récentes de la croissance future

Article d’analyse Jul 29

Here's What Analysts Are Forecasting For Breedon Group plc (LON:BREE) After Its Half-Year Results

As you might know, Breedon Group plc ( LON:BREE ) recently reported its half-year numbers. Results overall were...

Recent updates

Mise à jour du récit May 15

BREE: Future Upside Will Rely On Dividend Discipline As Cautious Sentiment Evolves

Narrative Update on Breedon Group Analysts have trimmed their average price target for Breedon Group to around £4.20, down from about £4.33. This reflects slightly more cautious assumptions on discount rate, revenue growth and future P/E, partly offset by a modestly firmer profit margin outlook and a series of recent target cuts from Deutsche Bank, RBC Capital and Barclays, alongside a neutral initiation at BNP Paribas.
Mise à jour du récit Apr 20

BREE: Future Upside Will Rely On Dividend Discipline And Payout Commitment

Analysts have trimmed their price targets for Breedon Group to a range of about £4.50 to £5.00 from £5.00 to £5.25, reflecting updated assumptions on discount rate, revenue growth and future P/E, while maintaining a broadly constructive view on the shares. Analyst Commentary Recent research has focused on recalibrating valuation assumptions for Breedon Group, with price targets now grouped in the £4.50 to £5.00 range.
Nouveau récit Apr 11

US Midwest Expansion And Infrastructure Funding Will Underpin Long Term Earnings Resilience

Catalysts About Breedon Group Breedon Group is a vertically integrated construction materials company supplying aggregates, asphalt, cement, concrete and surfacing services across Great Britain, Ireland and the U.S. Midwest. What are the underlying business or industry changes driving this perspective?
Mise à jour du récit Apr 04

BREE: Future Upside Will Depend On Margin Discipline And Dividend Payout Policy

The analyst price target for Breedon Group has been trimmed from £5.25 to £5.00. Analysts cited updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E, consistent with recent target reductions to £5.00 and £4.50 from the Street.
Nouveau récit Mar 27

Infrastructure Tailwinds And Decarbonization Efforts Will Support Stable But Uneven Earnings

Catalysts About Breedon Group Breedon Group is a construction materials company supplying aggregates, asphalt, cement, ready-mix concrete and surfacing services across GB, Ireland and the U.S. Midwest. What are the underlying business or industry changes driving this perspective?
Mise à jour du récit Mar 20

BREE: Future Upside Will Rely On Higher Margins And Dividend Discipline

Analysts have trimmed their average price target on Breedon Group by £0.07 to reflect slightly lower assumed revenue growth and a modestly reduced future P/E, even though projected profit margins have been revised higher and discount rate assumptions have eased. Analyst Commentary Recent research updates show price targets on Breedon Group being reset lower, while ratings such as Outperform and Overweight are maintained.
Mise à jour du récit Mar 06

BREE: Future Upside Will Rely On Stable Margins And One P/E Reset

Analysts have trimmed their price target for Breedon Group to around £4.50 per share from about £5.00, reflecting updated assumptions for fair value and discount rates while maintaining a constructive stance on the shares. Analyst Commentary Bullish analysts see the revised £4.50 price target as still implying room for upside, even after updating their assumptions on fair value and discount rates.
Mise à jour du récit Feb 20

BREE: Future Upside Will Rely On Stable Margins And One P/E Reset

Analysts have nudged their price target for Breedon Group higher to £4.52, reflecting small adjustments in their assumptions for the discount rate, revenue growth, profit margin and future P/E expectations. Valuation Changes Fair Value: £4.52 per share is unchanged, with the updated fair value remaining aligned to the previous estimate.
Mise à jour du récit Feb 06

BREE: Future Upside Will Rely On Stable Margins And Higher P E Multiple

Analysts have nudged their price target on Breedon Group slightly higher to reflect updated assumptions around discount rates, revenue growth, profit margins and future P/E, while keeping fair value broadly in line with previous estimates. Valuation Changes Fair Value: Fair value per share is unchanged at £4.52, indicating only minimal impact from the updated inputs.
Mise à jour du récit Jan 23

BREE: Future Upside Will Rely On Stable Margins And Lower Required Returns

Analysts have modestly adjusted their price target for Breedon Group, reflecting slightly updated assumptions around the discount rate, revenue growth, profit margins and future P/E, while keeping their fair value estimate steady at £4.52 per share. Valuation Changes Fair Value: The fair value estimate is unchanged at £4.52 per share.
Mise à jour du récit Jan 08

BREE: Future Upside Will Rely On Steady Execution After Price Cut

Analysts have trimmed their price target on Breedon Group to £3.60 from £4.10. This reflects updated views on the shares while retaining broadly cautious commentary.
Mise à jour du récit Dec 18

BREE: Future Upside Will Depend On Margin Recovery From Near Term Pressures

Analysts have trimmed their price target for Breedon Group from £4.10 to £3.60. This reflects modestly softer profit margin expectations and a slightly lower discount rate, while growth and valuation assumptions remain broadly steady.
Mise à jour du récit Dec 04

BREE: Future Upside May Emerge As Margins Gradually Stabilise

Analysts have modestly reduced their price target on Breedon Group, trimming fair value by roughly 6 percent to about £4.52 per share as they factor in slightly slower expected revenue growth and softer profit margins, even as they acknowledge a higher future P E multiple. Analyst Commentary Bullish Takeaways Bullish analysts note that, despite the lower price target, the revised fair value still implies upside from current levels, reflecting confidence in Breedon Group's long term earnings power.
Mise à jour du récit Nov 20

BREE: Share Price Could Rebound As Resilient Operations Offset Market Risks

Narrative Update: Breedon Group Price Target Adjustment Analysts have reduced their price target for Breedon Group from £4.10 to £3.60. This change reflects slightly lower forecasts for revenue growth and profit margins, as well as a higher projected discount rate.
Article d’analyse Oct 29

Breedon Group (LON:BREE) Takes On Some Risk With Its Use Of Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Article d’analyse Sep 23

Breedon Group's (LON:BREE) Dividend Will Be £0.0475

The board of Breedon Group plc ( LON:BREE ) has announced that it will pay a dividend on the 7th of November, with...
Article d’analyse Aug 14

Breedon Group (LON:BREE) Has Announced A Dividend Of £0.0475

The board of Breedon Group plc ( LON:BREE ) has announced that it will pay a dividend of £0.0475 per share on the 7th...
Article d’analyse Apr 22

We Think The Compensation For Breedon Group plc's (LON:BREE) CEO Looks About Right

Key Insights Breedon Group will host its Annual General Meeting on 29th of April CEO Rob Wood's total compensation...
Article d’analyse Apr 02

These 4 Measures Indicate That Breedon Group (LON:BREE) Is Using Debt Reasonably Well

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Article d’analyse Mar 18

Breedon Group (LON:BREE) Has Announced That It Will Be Increasing Its Dividend To £0.10

The board of Breedon Group plc ( LON:BREE ) has announced that it will be increasing its dividend by 5.3% on the 16th...
User avatar
Nouveau récit Mar 09

Investments In Lionmark And Peak Cluster Will Improve Future Market Position

U.S. market expansion and strategic acquisitions enhance Breedon's revenue prospects and stabilize earnings across varying economic conditions.
Article d’analyse Feb 26

Breedon Group plc (LON:BREE) Shares Could Be 42% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Breedon Group fair value estimate is UK£7.45 Breedon Group's...
Article d’analyse Jan 20

What Does Breedon Group plc's (LON:BREE) Share Price Indicate?

While Breedon Group plc ( LON:BREE ) might not have the largest market cap around , it saw significant share price...
Article d’analyse Dec 10

Is Breedon Group (LON:BREE) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Article d’analyse Sep 20

Is Breedon Group plc (LON:BREE) Trading At A 48% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Breedon Group fair value estimate is UK£8.23 Current share...
Article d’analyse Aug 24

When Should You Buy Breedon Group plc (LON:BREE)?

Breedon Group plc ( LON:BREE ), might not be a large cap stock, but it saw a double-digit share price rise of over 10...
Article d’analyse Aug 03

Some May Be Optimistic About Breedon Group's (LON:BREE) Earnings

Shareholders appeared unconcerned with Breedon Group plc's ( LON:BREE ) lackluster earnings report last week. Our...
Article d’analyse May 21

Is Breedon Group (LON:BREE) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Article d’analyse May 01

Breedon Group plc's (LON:BREE) Business And Shares Still Trailing The Market

Breedon Group plc's ( LON:BREE ) price-to-earnings (or "P/E") ratio of 11.8x might make it look like a buy right now...
Article d’analyse Apr 10

Are Investors Undervaluing Breedon Group plc (LON:BREE) By 46%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Breedon Group fair value estimate is UK£6.86 Breedon Group's...
Article d’analyse Mar 21

Breedon Group's (LON:BREE) Dividend Will Be Increased To £0.095

The board of Breedon Group plc ( LON:BREE ) has announced that it will be paying its dividend of £0.095 on the 17th of...
Article d’analyse Mar 06

Why Breedon Group plc (LON:BREE) Could Be Worth Watching

Breedon Group plc ( LON:BREE ), might not be a large cap stock, but it saw a double-digit share price rise of over 10...
Article d’analyse Jan 06

Calculating The Intrinsic Value Of Breedon Group plc (LON:BREE)

Key Insights The projected fair value for Breedon Group is UK£4.08 based on 2 Stage Free Cash Flow to Equity Breedon...
Article d’analyse Nov 28

Returns Are Gaining Momentum At Breedon Group (LON:BREE)

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
Article d’analyse Oct 11

At UK£3.46, Is It Time To Put Breedon Group plc (LON:BREE) On Your Watch List?

Breedon Group plc ( LON:BREE ), might not be a large cap stock, but it received a lot of attention from a substantial...
Article d’analyse Sep 28

Are Investors Undervaluing Breedon Group plc (LON:BREE) By 40%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Breedon Group fair value estimate is UK£5.50 Breedon Group is...
Article d’analyse Jul 29

Here's What Analysts Are Forecasting For Breedon Group plc (LON:BREE) After Its Half-Year Results

As you might know, Breedon Group plc ( LON:BREE ) recently reported its half-year numbers. Results overall were...
Article d’analyse Jul 06

Here's Why Breedon Group (LON:BREE) Has Caught The Eye Of Investors

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Article d’analyse Jun 20

Are Investors Undervaluing Breedon Group plc (LON:BREE) By 38%?

Key Insights Breedon Group's estimated fair value is UK£5.53 based on 2 Stage Free Cash Flow to Equity Breedon Group is...
Article d’analyse May 18

Slowing Rates Of Return At Breedon Group (LON:BREE) Leave Little Room For Excitement

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...

Prévisions de croissance des bénéfices et des revenus

LSE:BREE - Estimations futures des analystes et données financières antérieures (GBP Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/20281,91712711523810
12/31/20271,8291019522112
12/31/20261,765876719012
12/31/20251,71484106226N/A
9/30/20251,6718781208N/A
6/30/20251,6289056191N/A
3/31/20251,6029363196N/A
12/31/20241,5769670202N/A
9/30/20241,5439660184N/A
6/30/20241,5099649167N/A
3/31/20241,49810167179N/A
12/31/20231,48810685192N/A
9/30/20231,47810693199N/A
6/30/20231,468107101207N/A
3/31/20231,43211081187N/A
12/31/20221,39611361168N/A
9/30/20221,35010863164N/A
6/30/20221,30310464161N/A
3/31/20221,2689191177N/A
12/31/20211,23379117194N/A
9/30/20211,21375118175N/A
6/30/20211,19471118155N/A
3/31/20211,06252124162N/A
12/31/202092934130168N/A
9/30/202087333118164N/A
6/30/202081832107160N/A
3/31/20208745593148N/A
12/31/20199307880137N/A
9/30/201993176N/A142N/A
6/30/201993273N/A148N/A
3/31/201989769N/A141N/A
12/31/201886365N/A135N/A
9/30/201878460N/A116N/A
6/30/201870555N/A97N/A
3/31/201867856N/A99N/A
12/31/201765257N/A101N/A
9/30/201763551N/A87N/A
6/30/201761845N/A73N/A
3/31/201753641N/A70N/A
12/31/201645537N/A68N/A
9/30/201638832N/A63N/A
6/30/201632128N/A58N/A
3/31/201632026N/A56N/A
12/31/201531825N/A54N/A
9/30/201531224N/A47N/A
6/30/201530524N/A39N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de BREE ( 13.1% par an) est supérieure au taux d'épargne ( 3.4% ).

Bénéfices vs marché: Les bénéfices de BREE ( 13.1% par an) devraient croître plus rapidement que le marché UK ( 11.6% par an).

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

Chiffre d'affaires vs marché: Le chiffre d'affaires de BREE ( 3.9% par an) devrait croître plus lentement que le marché de UK ( 4.5% par an).

Croissance élevée des revenus: Le chiffre d'affaires de BREE ( 3.9% 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 BREE devrait être faible dans 3 ans ( 9.6 %).


Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/27 06:35
Cours de l'action en fin de journée2026/05/27 00:00
Les revenus2025/12/31
Revenus annuels2025/12/31

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

Breedon Group plc est couverte par 22 analystes. 12 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
Emily BiddulphBarclays
Rajesh PatkiBarclays
Robert ChantryBerenberg