Brambles Crescita futura
Criteri Future verificati 2/6
Brambles prevede che gli utili e i ricavi cresceranno rispettivamente di 6.9% e 3.8% all'anno. Si prevede che l'EPS crescerà di 7.9% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 32.1% in 3 anni.
Informazioni chiave
6.9%
Tasso di crescita degli utili
7.92%
Tasso di crescita dell'EPS
| Commercial Services crescita degli utili | 13.3% |
| Tasso di crescita dei ricavi | 3.8% |
| Rendimento futuro del capitale proprio | 32.13% |
| Copertura analitica | Good |
| Ultimo aggiornamento | 21 May 2026 |
Aggiornamenti recenti sulla crescita futura
Recent updates
Nuova narrazione • 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?
Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • May 28
Weekly Picks: 📈 PINS' Multiple Tailwinds, BXB Compounds, and STG's Challenging Future
Why PINS could be positioned to surge from multiple tailwinds, how Brambles can continue delivering as a steady compounder, and why STG faces headwinds, but might still represent good value and yield
Nuova narrazione • 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.
Nuova narrazione • 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.Previsioni di crescita degli utili e dei ricavi
| Data | Ricavi | Utili | Flusso di cassa libero | Liquidità dell'operazione | Avg. Numero di analisti |
|---|---|---|---|---|---|
| 6/30/2028 | 7,730 | 1,109 | 934 | 2,240 | 11 |
| 6/30/2027 | 7,347 | 1,013 | 798 | 2,114 | 12 |
| 6/30/2026 | 7,010 | 937 | 875 | 2,005 | 12 |
| 12/31/2025 | 7,011 | 926 | 936 | 1,974 | N/A |
| 9/30/2025 | 6,924 | 895 | 906 | 1,904 | N/A |
| 6/30/2025 | 6,838 | 864 | 876 | 1,833 | N/A |
| 12/31/2024 | 6,794 | 814 | 797 | 1,773 | N/A |
| 9/30/2024 | 6,756 | 794 | 726 | 1,788 | N/A |
| 6/30/2024 | 6,718 | 774 | 655 | 1,804 | N/A |
| 12/31/2023 | 6,645 | 729 | 582 | 1,993 | N/A |
| 9/30/2023 | 6,491 | 693 | 444 | 1,992 | N/A |
| 6/30/2023 | 6,338 | 657 | 307 | 1,991 | N/A |
| 12/31/2022 | 6,043 | 603 | -98 | 1,714 | N/A |
| 9/30/2022 | 5,917 | 588 | -92 | 1,650 | N/A |
| 6/30/2022 | 5,792 | 574 | -86 | 1,586 | N/A |
| 12/31/2021 | 5,623 | 542 | 174 | 1,562 | N/A |
| 9/30/2021 | 5,516 | 537 | 318 | 1,558 | N/A |
| 6/30/2021 | 5,410 | 532 | 461 | 1,554 | N/A |
| 12/31/2020 | 5,024 | 525 | 453 | 1,453 | N/A |
| 9/30/2020 | 4,935 | 516 | 405 | 1,420 | N/A |
| 6/30/2020 | 4,847 | 508 | 358 | 1,387 | N/A |
| 3/31/2020 | 4,861 | 486 | N/A | N/A | N/A |
| 12/31/2019 | 4,876 | 465 | 213 | 1,349 | N/A |
| 9/30/2019 | 4,828 | 459 | N/A | 1,344 | N/A |
| 6/30/2019 | 4,780 | 454 | N/A | 1,338 | N/A |
| 12/31/2018 | 4,169 | 382 | N/A | 1,410 | N/A |
| 9/30/2018 | 4,400 | 468 | N/A | 1,417 | N/A |
| 6/30/2018 | 4,631 | 554 | N/A | 1,423 | N/A |
| 12/31/2017 | 5,465 | 721 | N/A | 1,282 | N/A |
| 9/30/2017 | 5,336 | 583 | N/A | 1,247 | N/A |
| 6/30/2017 | 5,206 | 445 | N/A | 1,211 | N/A |
| 12/31/2016 | 4,864 | 466 | N/A | 1,114 | N/A |
| 9/30/2016 | 4,927 | 529 | N/A | 1,140 | N/A |
| 6/30/2016 | 4,990 | 592 | N/A | 1,167 | N/A |
| 12/31/2015 | 5,401 | 592 | N/A | 1,356 | N/A |
| 9/30/2015 | 5,481 | 590 | N/A | 1,339 | N/A |
| 6/30/2015 | 5,561 | 588 | N/A | 1,323 | N/A |
Previsioni di crescita futura degli analisti
Guadagni vs tasso di risparmio: La crescita prevista degli utili di BXB ( 6.9% all'anno) è superiore al tasso di risparmio ( 3.6% ).
Guadagni vs Mercato: Si prevede che gli utili di BXB ( 6.9% all'anno) cresceranno più lentamente rispetto al mercato Australian ( 11.9% all'anno).
Guadagni ad alta crescita: Si prevede che gli utili di BXB cresceranno, ma non in modo significativo.
Ricavi vs Mercato: Si prevede che il fatturato di BXB ( 3.8% all'anno) crescerà più lentamente rispetto al mercato Australian ( 6.1% all'anno).
Ricavi ad alta crescita: Si prevede che il fatturato di BXB ( 3.8% all'anno) crescerà più lentamente di 20% all'anno.
Previsioni di crescita dell'utile per azione
Rendimento futuro del capitale proprio
ROE futuro: Si prevede che il Return on Equity di BXB sarà elevato tra 3 anni ( 32.1 %)
Scoprire le aziende in crescita
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/22 15:41 |
| Prezzo dell'azione a fine giornata | 2026/05/22 00:00 |
| Utili | 2025/12/31 |
| Utili annuali | 2025/06/30 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Brambles Limited è coperta da 26 analisti. 13 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Matthew Ryan | Barrenjoey Markets Pty Limited |
| Nicholas McGarrigle | Barrenjoey Markets Pty Limited |
| Shaurya Visen | BofA Global Research |