Breedon Group plc

Report azionario LSE:BREE

Capitalizzazione di mercato: UK£999.6m

Breedon Group Crescita futura

Criteri Future verificati 2/6

Breedon Group prevede che gli utili e i ricavi cresceranno rispettivamente di 13.1% e 3.9% all'anno. Si prevede che l'EPS crescerà di 12.6% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 9.6% in 3 anni.

Informazioni chiave

13.1%

Tasso di crescita degli utili

12.60%

Tasso di crescita dell'EPS

Basic Materials crescita degli utili20.9%
Tasso di crescita dei ricavi3.9%
Rendimento futuro del capitale proprio9.63%
Copertura analitica

Good

Ultimo aggiornamento01 May 2026

Aggiornamenti recenti sulla crescita futura

Articolo di analisi 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

Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Nuova narrazione 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?
Aggiornamento della narrazione 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.
Nuova narrazione 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?
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
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Nuova narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...

Previsioni di crescita degli utili e dei ricavi

LSE:BREE - Stime future degli analisti e dati finanziari passati (GBP Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
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

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di BREE ( 13.1% all'anno) è superiore al tasso di risparmio ( 3.4% ).

Guadagni vs Mercato: Si prevede che gli utili di BREE ( 13.1% all'anno) cresceranno più rapidamente del mercato UK ( 11.5% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di BREE cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di BREE ( 3.9% all'anno) crescerà più lentamente rispetto al mercato UK ( 4.5% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di BREE ( 3.9% 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 BREE sarà basso tra 3 anni ( 9.6 %).


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/25 22:46
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2025/12/31
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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

Breedon Group plc è coperta da 22 analisti. 12 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.

AnalistaIstituzione
Rajesh PatkiBarclays
Emily BiddulphBarclays
Robert ChantryBerenberg