Brambles 将来の成長
Future 基準チェック /26
Brambles利益と収益がそれぞれ年間6.9%と3.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に32.3% 8.1%なると予測されています。
主要情報
6.9%
収益成長率
8.14%
EPS成長率
| Commercial Services 収益成長 | 11.2% |
| 収益成長率 | 3.2% |
| 将来の株主資本利益率 | 32.26% |
| アナリストカバレッジ | Good |
| 最終更新日 | 10 Sep 2026 |
今後の成長に関する最新情報
Recent updates
ナラティブ更新 • Sep 03
BXB: Dividend Policy And Stable Margins Will Support Future Upside Potential
Analysts have trimmed their A$ price target for Brambles from A$26.85 to A$25.91, reflecting updated assumptions for a slightly higher discount rate, more moderate revenue growth, a marginally lower profit margin, and a modestly reduced future P/E multiple. What’s in the News for Brambles Brambles has declared a 2026 final dividend of 23.15 US cents per share for the year ended 30 June 2026, with a payout ratio of 64% that aligns with its stated policy to return 50% to 70% of underlying profit after finance costs and tax to shareholders.
ナラティブ更新 • Aug 17
BXB: Buyback And US Repair Reset Will Shape A More Balanced Outlook
Analysts have trimmed their fair value estimate for Brambles only slightly, from about A$21.74 to A$21.27, as they factor in a somewhat higher discount rate and P/E assumption while acknowledging that recent research views the current valuation as more reasonable. What’s in the News for Brambles No recent Brambles specific news items or key developments are available from the provided sources as at 14 Aug 2026.ナラティブ更新 • Jul 07
BXB: Share Pullback And Buyback Activity Will Support Future Upside Potential
Analysts have trimmed their Brambles fair value estimate from about A$27.62 to A$26.85. This reflects slightly softer assumptions on revenue growth and profit margins, even as recent upgrades to Neutral and Buy highlight improved valuation support after the share pullback.ナラティブ更新 • Jun 23
BXB: Buyback And US Repair Reset Will Support A Stronger Outlook
The analyst fair value estimate for Brambles has increased from A$21.40 to A$21.74 as analysts factor in recent upgrades that highlight what they regard as more reasonable valuation levels and compelling support following the stock's pullback. Analyst Commentary Recent research on Brambles highlights a mix of optimism around the current share price reset and some lingering caution, particularly on upside potential versus revised targets.ナラティブ更新 • 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.
新しいナラティブ • 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?新しいナラティブ • 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?ナラティブ更新 • 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).ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.
新しいナラティブ • 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.
新しいナラティブ • 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.業績と収益の成長予測
| 日付 | 収益 | 収益 | フリー・キャッシュフロー | 営業活動によるキャッシュ | 平均アナリスト数 |
|---|---|---|---|---|---|
| 6/30/2029 | 7,932 | 1,163 | 853 | 2,435 | 10 |
| 6/30/2028 | 7,612 | 1,084 | 895 | 2,294 | 11 |
| 6/30/2027 | 7,272 | 977 | 771 | 2,165 | 11 |
| 6/30/2026 | 7,257 | 949 | 846 | 1,983 | N/A |
| 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 | 6,855 | 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 | N/A | 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 |
アナリストによる今後の成長予測
収入対貯蓄率: BXBの予測収益成長率 (年間6.9% ) は 貯蓄率 ( 3.8% ) を上回っています。
収益対市場: BXBの収益 ( 6.9% ) Australian市場 ( 11.1% ) よりも低い成長が予測されています。
高成長収益: BXBの収益は増加すると予測されていますが、大幅には増加しません。
収益対市場: BXBの収益 ( 3.2% ) Australian市場 ( 5.2% ) よりも低い成長が予測されています。
高い収益成長: BXBの収益 ( 3.2% ) 20%よりも低い成長が予測されています。
一株当たり利益成長率予想
将来の株主資本利益率
将来のROE: BXBの 自己資本利益率 は、3年後には高くなると予測されています ( 32.3 %)
成長企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/09/13 23:47 |
| 終値 | 2026/09/11 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2026/06/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Brambles Limited 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。23
| アナリスト | 機関 |
|---|---|
| Matthew Ryan | Barrenjoey Markets Pty Limited |
| Richard Lee | BofA Global Research |
| Shaurya Visen | BofA Global Research |