This company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsBrickworks（BKW）株式概要ブリックワークス・リミテッドは、オーストラリアと北米の住宅および商業市場向けの建築用製品の製造、販売、流通に従事している。 詳細BKW ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長4/6過去の実績0/6財務の健全性2/6配当金2/6報酬収益は年間35.26%増加すると予測されています リスク分析リスクチェックの結果、BKW 、リスクは検出されなかった。すべてのリスクチェックを見るBKW Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueAU$Current PriceAU$33.44265.4% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-44m1b2016201920222025202620282031Revenue AU$1.4bEarnings AU$133.1mAdvancedSet Fair ValueView all narrativesBrickworks Limited 競合他社James Hardie IndustriesSymbol: ASX:JHXMarket cap: AU$16.5bWagners HoldingSymbol: ASX:WGNMarket cap: AU$928.7mDyno NobelSymbol: ASX:DNLMarket cap: AU$6.5bSandfire ResourcesSymbol: ASX:SFRMarket cap: AU$8.8b価格と性能株価の高値、安値、推移の概要Brickworks過去の株価現在の株価AU$33.4452週高値AU$36.8552週安値AU$22.40ベータ0.591ヶ月の変化-2.75%3ヶ月変化-2.47%1年変化16.82%3年間の変化57.71%5年間の変化72.17%IPOからの変化150.64%最新ニュースお知らせ • Sep 15Washington H. Soul Pattinson and Company Limited (ASX:SOL) acquired remaining 57% stake in Brickworks Limited (ASX:BKW).Washington H. Soul Pattinson and Company Limited (ASX:SOL) agreed to acquire remaining 57% stake in Brickworks Limited (ASX:BKW) for AUD 2.6 billion on June 2, 2025. As per the transaction, Brickworks shareholders will receive a FY25 fully franked final dividend equivalent to 0.82 multiplied by the SOL FY25 final dividend (expected to be determined after the close of the full financial year)16 to be paid in the ordinary course or just prior to the scheme implementation. Soul Patts, Brickworks and new shareholders will own approximately 72%, 19% and 9% of the combined group respectively. The proposed merger will result in a new listed company Topco. The transaction is subject to approval by regulatory board / committee, approval of merger agreement by target board, approval of offer by acquirer shareholders, approval of offer by acquirer board, approval of offer by target shareholders and subject to court approval. The Board of Directors of Brickworks Limited formed a special committee for the transaction. The deal has been unanimously approved by the board. The expected completion of the transaction is second half of 2025. As of September 10, 2025 Washington H. Soul Pattinson and Company Limited and Brickworks Limited shareholder approved the deal. As of September 12, 2025 the transaction has been approved by the court Supreme Court of New South Wales. Pitt Capital Partners Limited acted as financial advisor and Bruce Macdonald, Greg Golding, Andrew Kim, Con Tzerefos, and Patricia Paton of Ashurst Australia acted as legal advisor to Washington H. Soul Pattinson and Company Limited. Citigroup Global Markets Australia Pty Limited acted as financial advisor and David Friedlander, Judith Taylor, Robert Kelly and Daniel Natale of King & Wood Mallesons, Australia Branch acted as legal advisor to Brickworks Limited. Rory Moriarty, Rod Halstead, Kimberley Bruce, Samuel Pullin and Joshua Hewitt of Clayton Utz act as legal advisor in the transaction. Washington H. Soul Pattinson and Company Limited (ASX:SOL) completed the acquisition of remaining 57% stake in Brickworks Limited (ASX:BKW) on September 15, 2025. The last trading day for their shares on the ASX is today, September 15, 2025. Topco Shares will start trading on a deferred settlement basis from September 16, 2025 and on a normal settlement basis from September 24, 2025. Court orders have been lodged with ASIC. Shareholders registered by 7:00 pm Sydney time on September 17, 2025 will receive their Topco Shares on September 22, 2025, with SOL Shareholders getting one Topco Share per Soul Patts share, and BKW Shareholders receiving 0.82 Topco Shares per Brickworks share. The implementation of the Share Schemes is expected on September23, 2025. The timetable is indicative and subject to change, with updates to be announced on the ASX.お知らせ • Jun 05Brickworks Limited Proposes Dividend for Fy 2025Brickworks Limited announced that under the Proposed Merger with Washington H. Soul Pattinson and Company Limited, it is expected that Brickworks shareholders would receive a FY25 fully franked Final Dividend equivalent to AUD 0.82 multiplied by the SOL FY25 Final Dividend (expected to be determined after the close of the full financial year) 16 to be paid in the ordinary course or just prior to the Scheme Implementation.お知らせ • Jun 02Washington H. Soul Pattinson and Company Limited (ASX:SOL) agreed to acquire remaining 57% stake in Brickworks Limited (ASX:BKW) for AUD 2.6 billion.Washington H. Soul Pattinson and Company Limited (ASX:SOL) agreed to acquire remaining 57% stake in Brickworks Limited (ASX:BKW) for AUD 2.6 billion on June 2, 2025. As per the transaction, Brickworks shareholders will receive a FY25 fully franked final dividend equivalent to 0.82 multiplied by the SOL FY25 final dividend (expected to be determined after the close of the full financial year)16 to be paid in the ordinary course or just prior to the scheme implementation. Soul Patts, Brickworks and new shareholders will own approximately 72%, 19% and 9% of the combined group respectively. The transaction is subject to approval by regulatory board / committee, approval of merger agreement by target board, approval of offer by acquirer shareholders, approval of offer by acquirer board, approval of offer by target shareholders and subject to court approval. The Board of Directors of Brickworks Limited formed a special committee for the transaction. The deal has been unanimously approved by the board. The expected completion of the transaction is second half of 2025. Pitt Capital Partners Limited acted as financial advisor and Ashurst Australia acted as legal advisor to Washington H. Soul Pattinson and Company Limited. Citigroup Global Markets Australia Pty Limited acted as financial advisor and King & Wood Mallesons, Australia Branch acted as legal advisor to Brickworks Limited.お知らせ • Mar 14Brickworks Limited, Annual General Meeting, Nov 25, 2025Brickworks Limited, Annual General Meeting, Nov 25, 2025.お知らせ • Mar 11+ 1 more updateBrickworks Limited to Report Fiscal Year 2024 Final Results on Mar 20, 2025Brickworks Limited announced that they will report fiscal year 2024 final results at 10:00 AM, AUS Eastern Standard Time on Mar 20, 2025お知らせ • Mar 08Brickworks Limited to Report Fiscal Year 2025 Results on Sep 25, 2025Brickworks Limited announced that they will report fiscal year 2025 results on Sep 25, 2025最新情報をもっと見るRecent updatesお知らせ • Sep 15Washington H. Soul Pattinson and Company Limited (ASX:SOL) acquired remaining 57% stake in Brickworks Limited (ASX:BKW).Washington H. Soul Pattinson and Company Limited (ASX:SOL) agreed to acquire remaining 57% stake in Brickworks Limited (ASX:BKW) for AUD 2.6 billion on June 2, 2025. As per the transaction, Brickworks shareholders will receive a FY25 fully franked final dividend equivalent to 0.82 multiplied by the SOL FY25 final dividend (expected to be determined after the close of the full financial year)16 to be paid in the ordinary course or just prior to the scheme implementation. Soul Patts, Brickworks and new shareholders will own approximately 72%, 19% and 9% of the combined group respectively. The proposed merger will result in a new listed company Topco. The transaction is subject to approval by regulatory board / committee, approval of merger agreement by target board, approval of offer by acquirer shareholders, approval of offer by acquirer board, approval of offer by target shareholders and subject to court approval. The Board of Directors of Brickworks Limited formed a special committee for the transaction. The deal has been unanimously approved by the board. The expected completion of the transaction is second half of 2025. As of September 10, 2025 Washington H. Soul Pattinson and Company Limited and Brickworks Limited shareholder approved the deal. As of September 12, 2025 the transaction has been approved by the court Supreme Court of New South Wales. Pitt Capital Partners Limited acted as financial advisor and Bruce Macdonald, Greg Golding, Andrew Kim, Con Tzerefos, and Patricia Paton of Ashurst Australia acted as legal advisor to Washington H. Soul Pattinson and Company Limited. Citigroup Global Markets Australia Pty Limited acted as financial advisor and David Friedlander, Judith Taylor, Robert Kelly and Daniel Natale of King & Wood Mallesons, Australia Branch acted as legal advisor to Brickworks Limited. Rory Moriarty, Rod Halstead, Kimberley Bruce, Samuel Pullin and Joshua Hewitt of Clayton Utz act as legal advisor in the transaction. Washington H. Soul Pattinson and Company Limited (ASX:SOL) completed the acquisition of remaining 57% stake in Brickworks Limited (ASX:BKW) on September 15, 2025. The last trading day for their shares on the ASX is today, September 15, 2025. Topco Shares will start trading on a deferred settlement basis from September 16, 2025 and on a normal settlement basis from September 24, 2025. Court orders have been lodged with ASIC. Shareholders registered by 7:00 pm Sydney time on September 17, 2025 will receive their Topco Shares on September 22, 2025, with SOL Shareholders getting one Topco Share per Soul Patts share, and BKW Shareholders receiving 0.82 Topco Shares per Brickworks share. The implementation of the Share Schemes is expected on September23, 2025. The timetable is indicative and subject to change, with updates to be announced on the ASX.お知らせ • Jun 05Brickworks Limited Proposes Dividend for Fy 2025Brickworks Limited announced that under the Proposed Merger with Washington H. Soul Pattinson and Company Limited, it is expected that Brickworks shareholders would receive a FY25 fully franked Final Dividend equivalent to AUD 0.82 multiplied by the SOL FY25 Final Dividend (expected to be determined after the close of the full financial year) 16 to be paid in the ordinary course or just prior to the Scheme Implementation.お知らせ • Jun 02Washington H. Soul Pattinson and Company Limited (ASX:SOL) agreed to acquire remaining 57% stake in Brickworks Limited (ASX:BKW) for AUD 2.6 billion.Washington H. Soul Pattinson and Company Limited (ASX:SOL) agreed to acquire remaining 57% stake in Brickworks Limited (ASX:BKW) for AUD 2.6 billion on June 2, 2025. As per the transaction, Brickworks shareholders will receive a FY25 fully franked final dividend equivalent to 0.82 multiplied by the SOL FY25 final dividend (expected to be determined after the close of the full financial year)16 to be paid in the ordinary course or just prior to the scheme implementation. Soul Patts, Brickworks and new shareholders will own approximately 72%, 19% and 9% of the combined group respectively. The transaction is subject to approval by regulatory board / committee, approval of merger agreement by target board, approval of offer by acquirer shareholders, approval of offer by acquirer board, approval of offer by target shareholders and subject to court approval. The Board of Directors of Brickworks Limited formed a special committee for the transaction. The deal has been unanimously approved by the board. The expected completion of the transaction is second half of 2025. Pitt Capital Partners Limited acted as financial advisor and Ashurst Australia acted as legal advisor to Washington H. Soul Pattinson and Company Limited. Citigroup Global Markets Australia Pty Limited acted as financial advisor and King & Wood Mallesons, Australia Branch acted as legal advisor to Brickworks Limited.お知らせ • Mar 14Brickworks Limited, Annual General Meeting, Nov 25, 2025Brickworks Limited, Annual General Meeting, Nov 25, 2025.お知らせ • Mar 11+ 1 more updateBrickworks Limited to Report Fiscal Year 2024 Final Results on Mar 20, 2025Brickworks Limited announced that they will report fiscal year 2024 final results at 10:00 AM, AUS Eastern Standard Time on Mar 20, 2025お知らせ • Mar 08Brickworks Limited to Report Fiscal Year 2025 Results on Sep 25, 2025Brickworks Limited announced that they will report fiscal year 2025 results on Sep 25, 2025Upcoming Dividend • Oct 28Upcoming dividend of AU$0.43 per shareEligible shareholders must have bought the stock before 04 November 2024. Payment date: 27 November 2024. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 2.5%. Lower than top quartile of Australian dividend payers (6.0%). Higher than average of industry peers (2.2%).Declared Dividend • Sep 28Final dividend increased to AU$0.43Dividend of AU$0.43 is 2.4% higher than last year. Ex-date: 4th November 2024 Payment date: 27th November 2024 Dividend yield will be 2.3%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. The dividend is also not covered by cash flows (349% cash payout ratio). The dividend has increased by an average of 4.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.Reported Earnings • Sep 26Full year 2024 earnings released: AU$0.87 loss per share (vs AU$2.66 profit in FY 2023)Full year 2024 results: AU$0.87 loss per share (down from AU$2.66 profit in FY 2023). Revenue: AU$1.09b (down 7.8% from FY 2023). Net loss: AU$117.2m (down 129% from profit in FY 2023). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Global Basic Materials industry. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Recent Insider Transactions • Apr 26MD & Executive Director recently sold AU$2.7m worth of stockOn the 24th of April, Lindsay Partridge sold around 100k shares on-market at roughly AU$27.13 per share. This transaction amounted to 40% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Lindsay has been a net seller over the last 12 months, reducing personal holdings by AU$4.1m.Recent Insider Transactions • Apr 25MD & Executive Director recently sold AU$2.7m worth of stockOn the 24th of April, Lindsay Partridge sold around 100k shares on-market at roughly AU$27.10 per share. This transaction amounted to 40% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Lindsay has been a net seller over the last 12 months, reducing personal holdings by AU$4.1m.Recent Insider Transactions • Apr 25MD & Executive Director recently sold AU$2.7m worth of stockOn the 24th of April, Lindsay Partridge sold around 100k shares on-market at roughly AU$27.10 per share. This transaction amounted to 40% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Lindsay has been a net seller over the last 12 months, reducing personal holdings by AU$4.1m.Recent Insider Transactions • Apr 14MD & Executive Director recently sold AU$2.0m worth of stockOn the 10th of April, Lindsay Partridge sold around 72k shares on-market at roughly AU$27.61 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Lindsay has been a net seller over the last 12 months, reducing personal holdings by AU$1.4m.Declared Dividend • Mar 23Final dividend increased to AU$0.24Dividend of AU$0.24 is 4.3% higher than last year. Ex-date: 9th April 2024 Payment date: 1st May 2024 Dividend yield will be 2.4%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (24% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 4.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 21% over the next 3 years. However, it would need to fall by 73% to increase the payout ratio to a potentially unsustainable range.お知らせ • Mar 21Brickworks Limited, Annual General Meeting, Nov 26, 2024Brickworks Limited, Annual General Meeting, Nov 26, 2024.Buy Or Sell Opportunity • Mar 13Now 21% undervaluedOver the last 90 days, the stock has risen 13% to AU$30.36. The fair value is estimated to be AU$38.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 1.9% per annum. Earnings are forecast to decline by 7.3% per annum over the same time period.Upcoming Dividend • Oct 24Upcoming dividend of AU$0.42 per share at 2.5% yieldEligible shareholders must have bought the stock before 31 October 2023. Payment date: 22 November 2023. Payout ratio is a comfortable 24% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Australian dividend payers (7.4%). Lower than average of industry peers (2.9%).New Risk • Sep 29New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 34% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 22% per year for the foreseeable future. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (34% net profit margin).お知らせ • Sep 28Brickworks Limited Declares Fully Franked Final Dividend, Payable on November 22, 2023The Directors of Brickworks Limited declared a fully franked final dividend of 42 cents per share, an increase of 1 cent on the prior year. This marks the tenth year in a row that dividends have been increased (and 47 years since the last time they were reduced). The record date for the final dividend is 1 November 2023, with payment on 22 November 2023.Reported Earnings • Sep 28Full year 2023 earnings released: EPS: AU$2.66 (vs AU$5.73 in FY 2022)Full year 2023 results: EPS: AU$2.66 (down from AU$5.73 in FY 2022). Revenue: AU$1.18b (up 8.1% from FY 2022). Net income: AU$405.3m (down 53% from FY 2022). Profit margin: 34% (down from 80% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 2.3% p.a. on average during the next 3 years, while revenues in the Basic Materials industry in Australia are expected to grow by 4.1%. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 20+ 1 more updateBrickworks Limited to Report Fiscal Year 2024 Results on Sep 26, 2024Brickworks Limited announced that they will report fiscal year 2024 results on Sep 26, 2024お知らせ • Aug 26Brickworks Limited to Report First Half, 2024 Results on Mar 21, 2024Brickworks Limited announced that they will report first half, 2024 results on Mar 21, 2024お知らせ • Jul 11Brickworks Limited Announces Appointment of Mark Ellenor as Chief Operating Officer, Effective from 1 August 2023Brickworks Limited announced that from 1 August 2023, Mark Ellenor will be appointed as Chief Operating Officer for the Brickworks Group reporting to the Managing Director Lindsay Partridge. This appointment will take place as part of the Company's carefully planned executive management succession and to ensure that the executive team remains well positioned to deliver on its strategy. Mark has a long history with Brickworks having started with Austral Bricks under its Graduate Program in 1999 progressing to various General Manager roles in Australia including General Manager Austral Bricks and General Manager Bristile Roofing. In 2018 Mark was appointed President Brickworks Building Products North America based in the US and in 2022 was appointed Executive General Manager Building Products for Australia and US. Mark holds a Bachelor of Business and has completed the Stanford Executive Program. The appointment of Mark as COO follows a period of Board renewal over the past few years with the retirement and appointment of three new non-executive directors to ensure the company maintains the right balance of skills, experience, independence and tenure amongst its directors.Upcoming Dividend • Mar 30Upcoming dividend of AU$0.23 per share at 2.8% yieldEligible shareholders must have bought the stock before 06 April 2023. Payment date: 02 May 2023. Payout ratio is a comfortable 15% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Australian dividend payers (7.2%). In line with average of industry peers (3.1%).Board Change • Feb 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Joel Fitzgibbon was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Nov 17Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. Independent Non-Executive Director Robyn Stubbs was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Nov 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. Independent Non-Executive Director Robyn Stubbs was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Oct 25Upcoming dividend of AU$0.41 per shareEligible shareholders must have bought the stock before 01 November 2022. Payment date: 23 November 2022. Payout ratio is a comfortable 11% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Australian dividend payers (7.3%). Lower than average of industry peers (3.9%).Recent Insider Transactions • Oct 01MD & Executive Director recently bought AU$719k worth of stockOn the 30th of September, Lindsay Partridge bought around 34k shares on-market at roughly AU$21.37 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Lindsay has been a buyer over the last 12 months, purchasing a net total of AU$128k worth in shares.お知らせ • Sep 22+ 1 more updateBrickworks Limited to Report Fiscal Year 2023 Results on Sep 21, 2023Brickworks Limited announced that they will report fiscal year 2023 results on Sep 21, 2023Recent Insider Transactions • May 07Deputy Chairman recently bought AU$233k worth of stockOn the 3rd of May, Michael Millner bought around 10k shares on-market at roughly AU$23.31 per share. This was the largest purchase by an insider in the last 3 months. This was Michael's only on-market trade for the last 12 months.Upcoming Dividend • Apr 04Upcoming dividend of AU$0.22 per shareEligible shareholders must have bought the stock before 11 April 2022. Payment date: 03 May 2022. Payout ratio is a comfortable 13% but the company is paying out more than the cash it is generating. Trailing yield: 2.6%. Lower than top quartile of Australian dividend payers (5.7%). Lower than average of industry peers (3.5%).Recent Insider Transactions • Dec 02MD & Executive Director recently sold AU$592k worth of stockOn the 24th of November, Lindsay Partridge sold around 25k shares on-market at roughly AU$23.66 per share. This was the largest sale by an insider in the last 3 months. Lindsay has been a seller over the last 12 months, reducing personal holdings by AU$489k.Upcoming Dividend • Oct 26Upcoming dividend of AU$0.40 per shareEligible shareholders must have bought the stock before 02 November 2021. Payment date: 24 November 2021. Trailing yield: 2.5%. Lower than top quartile of Australian dividend payers (5.3%). Lower than average of industry peers (3.0%).Recent Insider Transactions • Sep 30MD & Executive Director recently sold AU$411k worth of stockOn the 24th of September, Lindsay Partridge sold around 16k shares on-market at roughly AU$25.70 per share. This was the largest sale by an insider in the last 3 months. Despite the recent sale, Lindsay has been a buyer over the last 12 months, purchasing a net total of AU$102k worth of shares.Reported Earnings • Sep 23Full year 2021 earnings released: EPS AU$1.59 (vs AU$2.10 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$890.3m (down 6.6% from FY 2020). Net income: AU$240.2m (down 24% from FY 2020). Profit margin: 27% (down from 33% in FY 2020). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 12% per year.Recent Insider Transactions • May 04Lead Independent Director recently bought AU$65k worth of stockOn the 30th of April, Deborah Page bought around 3k shares on-market at roughly AU$20.26 per share. In the last 3 months, there was an even bigger purchase from another insider worth AU$513k. Insiders have collectively bought AU$1.1m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Apr 16MD & Executive Director recently bought AU$512k worth of stockOn the 15th of April, Lindsay Partridge bought around 25k shares on-market at roughly AU$20.49 per share. This was the largest purchase by an insider in the last 3 months. Lindsay has been a buyer over the last 12 months, purchasing a net total of AU$1.0m worth in shares.Upcoming Dividend • Apr 05Upcoming dividend of AU$0.21 per shareEligible shareholders must have bought the stock before 12 April 2021. Payment date: 28 April 2021. Trailing yield: 2.9%. Lower than top quartile of Australian dividend payers (5.4%). In line with average of industry peers (2.8%).Reported Earnings • Mar 26First half 2021 earnings released: EPS AU$0.48 (vs AU$0.43 in 1H 2020)The company reported a decent first half result with improved earnings and profit margins, although revenues were weaker. First half 2021 results: Revenue: AU$431.7m (down 3.8% from 1H 2020). Net income: AU$72.1m (up 11% from 1H 2020). Profit margin: 17% (up from 14% in 1H 2020). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 16Brickworks Limited, Annual General Meeting, Nov 23, 2021Brickworks Limited, Annual General Meeting, Nov 23, 2021.Is New 90 Day High Low • Feb 09New 90-day high: AU$20.29The company is up 4.0% from its price of AU$19.57 on 11 November 2020. The Australian market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$29.62 per share.Is New 90 Day High Low • Nov 25New 90-day high: AU$20.25The company is up 13% from its price of AU$17.99 on 27 August 2020. The Australian market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Basic Materials industry, which is up 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$11.94 per share.Upcoming Dividend • Oct 07Upcoming Dividend of AU$0.39 Per ShareWill be paid on the 25th of November to those who are registered shareholders by the 14th of October. The trailing yield of 3.0% is below the top quartile of Australian dividend payers (5.6%), but is in line with industry peers (3.2%).Reported Earnings • Sep 25Full year earnings released - EPS AU$2.10Over the last 12 months the company has reported total profits of AU$315.4m, up 61% from the prior year. Total revenue was AU$953.4m over the last 12 months, up 3.8% from the prior year. Profit margins were 33%, which is higher than the 21% margin from last year. The increase in margin was primarily driven by lower expenses.お知らせ • Sep 25+ 1 more updateBrickworks Limited to Report First Half, 2021 Results on Mar 25, 2021Brickworks Limited announced that they will report first half, 2021 results on Mar 25, 2021Is New 90 Day High Low • Sep 23New 90-day high: AU$18.90The company is up 24% from its price of AU$15.25 on 25 June 2020. The Australian market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$10.18 per share.株主還元BKWAU Basic MaterialsAU 市場7D0%-0.1%0.08%1Y16.8%3.8%3.1%株主還元を見る業界別リターン: BKW過去 1 年間で3.8 % の収益を上げたAustralian Basic Materials業界を上回りました。リターン対市場: BKW過去 1 年間で3.1 % の収益を上げたAustralian市場を上回りました。価格変動Is BKW's price volatile compared to industry and market?BKW volatilityBKW Average Weekly Movement3.1%Basic Materials Industry Average Movement5.6%Market Average Movement10.5%10% most volatile stocks in AU Market17.5%10% least volatile stocks in AU Market4.3%安定した株価: BKW 、 Australian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: BKWの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19301,803Mark Ellenorwww.brickworks.com.auブリックワークス・リミテッドは、オーストラリアと北米の住宅・商業市場向け建築製品の製造、販売、流通に従事している。同社はオーストラリア建築用製品事業、北米建築用製品事業、不動産事業、投資事業を通じて事業を展開している。同社の建築用製品は、ガラス固化粘土およびコンクリート製品のほか、粘土レンガおよびペイバー、石積みブロック、擁壁、舗装、コンクリートおよびテラコッタ屋根瓦、特殊建築システム、セメント、木材バテンで構成されている。同社はまた、不動産の販売や不動産信託への投資も行っている。ブリックワークス・リミテッドは1930年に設立され、本社はオーストラリ アのホースリー・パークにある。もっと見るBrickworks Limited 基礎のまとめBrickworks の収益と売上を時価総額と比較するとどうか。BKW 基礎統計学時価総額AU$5.04b収益（TTM）-AU$44.47m売上高(TTM)AU$1.06b4.8xP/Sレシオ-113.3xPER（株価収益率BKW は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計BKW 損益計算書（TTM）収益AU$1.06b売上原価AU$742.82m売上総利益AU$315.44mその他の費用AU$359.91m収益-AU$44.47m直近の収益報告Jan 31, 2025次回決算日該当なし一株当たり利益（EPS）-0.29グロス・マージン29.81%純利益率-4.20%有利子負債／自己資本比率23.5%BKW の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.2%現在の配当利回り-207%配当性向View Valuation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2025/09/25 03:00終値2025/09/15 00:00収益2025/01/31年間収益2024/07/31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年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。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Brickworks Limited 4 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。4 アナリスト機関Suraj NebhaniCitigroup IncLee PowerDeutsche BankPeter SteynMacquarie Research1 その他のアナリストを表示
お知らせ • Sep 15Washington H. Soul Pattinson and Company Limited (ASX:SOL) acquired remaining 57% stake in Brickworks Limited (ASX:BKW).Washington H. Soul Pattinson and Company Limited (ASX:SOL) agreed to acquire remaining 57% stake in Brickworks Limited (ASX:BKW) for AUD 2.6 billion on June 2, 2025. As per the transaction, Brickworks shareholders will receive a FY25 fully franked final dividend equivalent to 0.82 multiplied by the SOL FY25 final dividend (expected to be determined after the close of the full financial year)16 to be paid in the ordinary course or just prior to the scheme implementation. Soul Patts, Brickworks and new shareholders will own approximately 72%, 19% and 9% of the combined group respectively. The proposed merger will result in a new listed company Topco. The transaction is subject to approval by regulatory board / committee, approval of merger agreement by target board, approval of offer by acquirer shareholders, approval of offer by acquirer board, approval of offer by target shareholders and subject to court approval. The Board of Directors of Brickworks Limited formed a special committee for the transaction. The deal has been unanimously approved by the board. The expected completion of the transaction is second half of 2025. As of September 10, 2025 Washington H. Soul Pattinson and Company Limited and Brickworks Limited shareholder approved the deal. As of September 12, 2025 the transaction has been approved by the court Supreme Court of New South Wales. Pitt Capital Partners Limited acted as financial advisor and Bruce Macdonald, Greg Golding, Andrew Kim, Con Tzerefos, and Patricia Paton of Ashurst Australia acted as legal advisor to Washington H. Soul Pattinson and Company Limited. Citigroup Global Markets Australia Pty Limited acted as financial advisor and David Friedlander, Judith Taylor, Robert Kelly and Daniel Natale of King & Wood Mallesons, Australia Branch acted as legal advisor to Brickworks Limited. Rory Moriarty, Rod Halstead, Kimberley Bruce, Samuel Pullin and Joshua Hewitt of Clayton Utz act as legal advisor in the transaction. Washington H. Soul Pattinson and Company Limited (ASX:SOL) completed the acquisition of remaining 57% stake in Brickworks Limited (ASX:BKW) on September 15, 2025. The last trading day for their shares on the ASX is today, September 15, 2025. Topco Shares will start trading on a deferred settlement basis from September 16, 2025 and on a normal settlement basis from September 24, 2025. Court orders have been lodged with ASIC. Shareholders registered by 7:00 pm Sydney time on September 17, 2025 will receive their Topco Shares on September 22, 2025, with SOL Shareholders getting one Topco Share per Soul Patts share, and BKW Shareholders receiving 0.82 Topco Shares per Brickworks share. The implementation of the Share Schemes is expected on September23, 2025. The timetable is indicative and subject to change, with updates to be announced on the ASX.
お知らせ • Jun 05Brickworks Limited Proposes Dividend for Fy 2025Brickworks Limited announced that under the Proposed Merger with Washington H. Soul Pattinson and Company Limited, it is expected that Brickworks shareholders would receive a FY25 fully franked Final Dividend equivalent to AUD 0.82 multiplied by the SOL FY25 Final Dividend (expected to be determined after the close of the full financial year) 16 to be paid in the ordinary course or just prior to the Scheme Implementation.
お知らせ • Jun 02Washington H. Soul Pattinson and Company Limited (ASX:SOL) agreed to acquire remaining 57% stake in Brickworks Limited (ASX:BKW) for AUD 2.6 billion.Washington H. Soul Pattinson and Company Limited (ASX:SOL) agreed to acquire remaining 57% stake in Brickworks Limited (ASX:BKW) for AUD 2.6 billion on June 2, 2025. As per the transaction, Brickworks shareholders will receive a FY25 fully franked final dividend equivalent to 0.82 multiplied by the SOL FY25 final dividend (expected to be determined after the close of the full financial year)16 to be paid in the ordinary course or just prior to the scheme implementation. Soul Patts, Brickworks and new shareholders will own approximately 72%, 19% and 9% of the combined group respectively. The transaction is subject to approval by regulatory board / committee, approval of merger agreement by target board, approval of offer by acquirer shareholders, approval of offer by acquirer board, approval of offer by target shareholders and subject to court approval. The Board of Directors of Brickworks Limited formed a special committee for the transaction. The deal has been unanimously approved by the board. The expected completion of the transaction is second half of 2025. Pitt Capital Partners Limited acted as financial advisor and Ashurst Australia acted as legal advisor to Washington H. Soul Pattinson and Company Limited. Citigroup Global Markets Australia Pty Limited acted as financial advisor and King & Wood Mallesons, Australia Branch acted as legal advisor to Brickworks Limited.
お知らせ • Mar 14Brickworks Limited, Annual General Meeting, Nov 25, 2025Brickworks Limited, Annual General Meeting, Nov 25, 2025.
お知らせ • Mar 11+ 1 more updateBrickworks Limited to Report Fiscal Year 2024 Final Results on Mar 20, 2025Brickworks Limited announced that they will report fiscal year 2024 final results at 10:00 AM, AUS Eastern Standard Time on Mar 20, 2025
お知らせ • Mar 08Brickworks Limited to Report Fiscal Year 2025 Results on Sep 25, 2025Brickworks Limited announced that they will report fiscal year 2025 results on Sep 25, 2025
お知らせ • Sep 15Washington H. Soul Pattinson and Company Limited (ASX:SOL) acquired remaining 57% stake in Brickworks Limited (ASX:BKW).Washington H. Soul Pattinson and Company Limited (ASX:SOL) agreed to acquire remaining 57% stake in Brickworks Limited (ASX:BKW) for AUD 2.6 billion on June 2, 2025. As per the transaction, Brickworks shareholders will receive a FY25 fully franked final dividend equivalent to 0.82 multiplied by the SOL FY25 final dividend (expected to be determined after the close of the full financial year)16 to be paid in the ordinary course or just prior to the scheme implementation. Soul Patts, Brickworks and new shareholders will own approximately 72%, 19% and 9% of the combined group respectively. The proposed merger will result in a new listed company Topco. The transaction is subject to approval by regulatory board / committee, approval of merger agreement by target board, approval of offer by acquirer shareholders, approval of offer by acquirer board, approval of offer by target shareholders and subject to court approval. The Board of Directors of Brickworks Limited formed a special committee for the transaction. The deal has been unanimously approved by the board. The expected completion of the transaction is second half of 2025. As of September 10, 2025 Washington H. Soul Pattinson and Company Limited and Brickworks Limited shareholder approved the deal. As of September 12, 2025 the transaction has been approved by the court Supreme Court of New South Wales. Pitt Capital Partners Limited acted as financial advisor and Bruce Macdonald, Greg Golding, Andrew Kim, Con Tzerefos, and Patricia Paton of Ashurst Australia acted as legal advisor to Washington H. Soul Pattinson and Company Limited. Citigroup Global Markets Australia Pty Limited acted as financial advisor and David Friedlander, Judith Taylor, Robert Kelly and Daniel Natale of King & Wood Mallesons, Australia Branch acted as legal advisor to Brickworks Limited. Rory Moriarty, Rod Halstead, Kimberley Bruce, Samuel Pullin and Joshua Hewitt of Clayton Utz act as legal advisor in the transaction. Washington H. Soul Pattinson and Company Limited (ASX:SOL) completed the acquisition of remaining 57% stake in Brickworks Limited (ASX:BKW) on September 15, 2025. The last trading day for their shares on the ASX is today, September 15, 2025. Topco Shares will start trading on a deferred settlement basis from September 16, 2025 and on a normal settlement basis from September 24, 2025. Court orders have been lodged with ASIC. Shareholders registered by 7:00 pm Sydney time on September 17, 2025 will receive their Topco Shares on September 22, 2025, with SOL Shareholders getting one Topco Share per Soul Patts share, and BKW Shareholders receiving 0.82 Topco Shares per Brickworks share. The implementation of the Share Schemes is expected on September23, 2025. The timetable is indicative and subject to change, with updates to be announced on the ASX.
お知らせ • Jun 05Brickworks Limited Proposes Dividend for Fy 2025Brickworks Limited announced that under the Proposed Merger with Washington H. Soul Pattinson and Company Limited, it is expected that Brickworks shareholders would receive a FY25 fully franked Final Dividend equivalent to AUD 0.82 multiplied by the SOL FY25 Final Dividend (expected to be determined after the close of the full financial year) 16 to be paid in the ordinary course or just prior to the Scheme Implementation.
お知らせ • Jun 02Washington H. Soul Pattinson and Company Limited (ASX:SOL) agreed to acquire remaining 57% stake in Brickworks Limited (ASX:BKW) for AUD 2.6 billion.Washington H. Soul Pattinson and Company Limited (ASX:SOL) agreed to acquire remaining 57% stake in Brickworks Limited (ASX:BKW) for AUD 2.6 billion on June 2, 2025. As per the transaction, Brickworks shareholders will receive a FY25 fully franked final dividend equivalent to 0.82 multiplied by the SOL FY25 final dividend (expected to be determined after the close of the full financial year)16 to be paid in the ordinary course or just prior to the scheme implementation. Soul Patts, Brickworks and new shareholders will own approximately 72%, 19% and 9% of the combined group respectively. The transaction is subject to approval by regulatory board / committee, approval of merger agreement by target board, approval of offer by acquirer shareholders, approval of offer by acquirer board, approval of offer by target shareholders and subject to court approval. The Board of Directors of Brickworks Limited formed a special committee for the transaction. The deal has been unanimously approved by the board. The expected completion of the transaction is second half of 2025. Pitt Capital Partners Limited acted as financial advisor and Ashurst Australia acted as legal advisor to Washington H. Soul Pattinson and Company Limited. Citigroup Global Markets Australia Pty Limited acted as financial advisor and King & Wood Mallesons, Australia Branch acted as legal advisor to Brickworks Limited.
お知らせ • Mar 14Brickworks Limited, Annual General Meeting, Nov 25, 2025Brickworks Limited, Annual General Meeting, Nov 25, 2025.
お知らせ • Mar 11+ 1 more updateBrickworks Limited to Report Fiscal Year 2024 Final Results on Mar 20, 2025Brickworks Limited announced that they will report fiscal year 2024 final results at 10:00 AM, AUS Eastern Standard Time on Mar 20, 2025
お知らせ • Mar 08Brickworks Limited to Report Fiscal Year 2025 Results on Sep 25, 2025Brickworks Limited announced that they will report fiscal year 2025 results on Sep 25, 2025
Upcoming Dividend • Oct 28Upcoming dividend of AU$0.43 per shareEligible shareholders must have bought the stock before 04 November 2024. Payment date: 27 November 2024. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 2.5%. Lower than top quartile of Australian dividend payers (6.0%). Higher than average of industry peers (2.2%).
Declared Dividend • Sep 28Final dividend increased to AU$0.43Dividend of AU$0.43 is 2.4% higher than last year. Ex-date: 4th November 2024 Payment date: 27th November 2024 Dividend yield will be 2.3%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. The dividend is also not covered by cash flows (349% cash payout ratio). The dividend has increased by an average of 4.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.
Reported Earnings • Sep 26Full year 2024 earnings released: AU$0.87 loss per share (vs AU$2.66 profit in FY 2023)Full year 2024 results: AU$0.87 loss per share (down from AU$2.66 profit in FY 2023). Revenue: AU$1.09b (down 7.8% from FY 2023). Net loss: AU$117.2m (down 129% from profit in FY 2023). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Global Basic Materials industry. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Apr 26MD & Executive Director recently sold AU$2.7m worth of stockOn the 24th of April, Lindsay Partridge sold around 100k shares on-market at roughly AU$27.13 per share. This transaction amounted to 40% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Lindsay has been a net seller over the last 12 months, reducing personal holdings by AU$4.1m.
Recent Insider Transactions • Apr 25MD & Executive Director recently sold AU$2.7m worth of stockOn the 24th of April, Lindsay Partridge sold around 100k shares on-market at roughly AU$27.10 per share. This transaction amounted to 40% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Lindsay has been a net seller over the last 12 months, reducing personal holdings by AU$4.1m.
Recent Insider Transactions • Apr 25MD & Executive Director recently sold AU$2.7m worth of stockOn the 24th of April, Lindsay Partridge sold around 100k shares on-market at roughly AU$27.10 per share. This transaction amounted to 40% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Lindsay has been a net seller over the last 12 months, reducing personal holdings by AU$4.1m.
Recent Insider Transactions • Apr 14MD & Executive Director recently sold AU$2.0m worth of stockOn the 10th of April, Lindsay Partridge sold around 72k shares on-market at roughly AU$27.61 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Lindsay has been a net seller over the last 12 months, reducing personal holdings by AU$1.4m.
Declared Dividend • Mar 23Final dividend increased to AU$0.24Dividend of AU$0.24 is 4.3% higher than last year. Ex-date: 9th April 2024 Payment date: 1st May 2024 Dividend yield will be 2.4%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (24% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 4.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 21% over the next 3 years. However, it would need to fall by 73% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Mar 21Brickworks Limited, Annual General Meeting, Nov 26, 2024Brickworks Limited, Annual General Meeting, Nov 26, 2024.
Buy Or Sell Opportunity • Mar 13Now 21% undervaluedOver the last 90 days, the stock has risen 13% to AU$30.36. The fair value is estimated to be AU$38.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 1.9% per annum. Earnings are forecast to decline by 7.3% per annum over the same time period.
Upcoming Dividend • Oct 24Upcoming dividend of AU$0.42 per share at 2.5% yieldEligible shareholders must have bought the stock before 31 October 2023. Payment date: 22 November 2023. Payout ratio is a comfortable 24% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Australian dividend payers (7.4%). Lower than average of industry peers (2.9%).
New Risk • Sep 29New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 34% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 22% per year for the foreseeable future. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (34% net profit margin).
お知らせ • Sep 28Brickworks Limited Declares Fully Franked Final Dividend, Payable on November 22, 2023The Directors of Brickworks Limited declared a fully franked final dividend of 42 cents per share, an increase of 1 cent on the prior year. This marks the tenth year in a row that dividends have been increased (and 47 years since the last time they were reduced). The record date for the final dividend is 1 November 2023, with payment on 22 November 2023.
Reported Earnings • Sep 28Full year 2023 earnings released: EPS: AU$2.66 (vs AU$5.73 in FY 2022)Full year 2023 results: EPS: AU$2.66 (down from AU$5.73 in FY 2022). Revenue: AU$1.18b (up 8.1% from FY 2022). Net income: AU$405.3m (down 53% from FY 2022). Profit margin: 34% (down from 80% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 2.3% p.a. on average during the next 3 years, while revenues in the Basic Materials industry in Australia are expected to grow by 4.1%. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 20+ 1 more updateBrickworks Limited to Report Fiscal Year 2024 Results on Sep 26, 2024Brickworks Limited announced that they will report fiscal year 2024 results on Sep 26, 2024
お知らせ • Aug 26Brickworks Limited to Report First Half, 2024 Results on Mar 21, 2024Brickworks Limited announced that they will report first half, 2024 results on Mar 21, 2024
お知らせ • Jul 11Brickworks Limited Announces Appointment of Mark Ellenor as Chief Operating Officer, Effective from 1 August 2023Brickworks Limited announced that from 1 August 2023, Mark Ellenor will be appointed as Chief Operating Officer for the Brickworks Group reporting to the Managing Director Lindsay Partridge. This appointment will take place as part of the Company's carefully planned executive management succession and to ensure that the executive team remains well positioned to deliver on its strategy. Mark has a long history with Brickworks having started with Austral Bricks under its Graduate Program in 1999 progressing to various General Manager roles in Australia including General Manager Austral Bricks and General Manager Bristile Roofing. In 2018 Mark was appointed President Brickworks Building Products North America based in the US and in 2022 was appointed Executive General Manager Building Products for Australia and US. Mark holds a Bachelor of Business and has completed the Stanford Executive Program. The appointment of Mark as COO follows a period of Board renewal over the past few years with the retirement and appointment of three new non-executive directors to ensure the company maintains the right balance of skills, experience, independence and tenure amongst its directors.
Upcoming Dividend • Mar 30Upcoming dividend of AU$0.23 per share at 2.8% yieldEligible shareholders must have bought the stock before 06 April 2023. Payment date: 02 May 2023. Payout ratio is a comfortable 15% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Australian dividend payers (7.2%). In line with average of industry peers (3.1%).
Board Change • Feb 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Joel Fitzgibbon was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Nov 17Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. Independent Non-Executive Director Robyn Stubbs was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Nov 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. Independent Non-Executive Director Robyn Stubbs was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Oct 25Upcoming dividend of AU$0.41 per shareEligible shareholders must have bought the stock before 01 November 2022. Payment date: 23 November 2022. Payout ratio is a comfortable 11% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Australian dividend payers (7.3%). Lower than average of industry peers (3.9%).
Recent Insider Transactions • Oct 01MD & Executive Director recently bought AU$719k worth of stockOn the 30th of September, Lindsay Partridge bought around 34k shares on-market at roughly AU$21.37 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Lindsay has been a buyer over the last 12 months, purchasing a net total of AU$128k worth in shares.
お知らせ • Sep 22+ 1 more updateBrickworks Limited to Report Fiscal Year 2023 Results on Sep 21, 2023Brickworks Limited announced that they will report fiscal year 2023 results on Sep 21, 2023
Recent Insider Transactions • May 07Deputy Chairman recently bought AU$233k worth of stockOn the 3rd of May, Michael Millner bought around 10k shares on-market at roughly AU$23.31 per share. This was the largest purchase by an insider in the last 3 months. This was Michael's only on-market trade for the last 12 months.
Upcoming Dividend • Apr 04Upcoming dividend of AU$0.22 per shareEligible shareholders must have bought the stock before 11 April 2022. Payment date: 03 May 2022. Payout ratio is a comfortable 13% but the company is paying out more than the cash it is generating. Trailing yield: 2.6%. Lower than top quartile of Australian dividend payers (5.7%). Lower than average of industry peers (3.5%).
Recent Insider Transactions • Dec 02MD & Executive Director recently sold AU$592k worth of stockOn the 24th of November, Lindsay Partridge sold around 25k shares on-market at roughly AU$23.66 per share. This was the largest sale by an insider in the last 3 months. Lindsay has been a seller over the last 12 months, reducing personal holdings by AU$489k.
Upcoming Dividend • Oct 26Upcoming dividend of AU$0.40 per shareEligible shareholders must have bought the stock before 02 November 2021. Payment date: 24 November 2021. Trailing yield: 2.5%. Lower than top quartile of Australian dividend payers (5.3%). Lower than average of industry peers (3.0%).
Recent Insider Transactions • Sep 30MD & Executive Director recently sold AU$411k worth of stockOn the 24th of September, Lindsay Partridge sold around 16k shares on-market at roughly AU$25.70 per share. This was the largest sale by an insider in the last 3 months. Despite the recent sale, Lindsay has been a buyer over the last 12 months, purchasing a net total of AU$102k worth of shares.
Reported Earnings • Sep 23Full year 2021 earnings released: EPS AU$1.59 (vs AU$2.10 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$890.3m (down 6.6% from FY 2020). Net income: AU$240.2m (down 24% from FY 2020). Profit margin: 27% (down from 33% in FY 2020). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 12% per year.
Recent Insider Transactions • May 04Lead Independent Director recently bought AU$65k worth of stockOn the 30th of April, Deborah Page bought around 3k shares on-market at roughly AU$20.26 per share. In the last 3 months, there was an even bigger purchase from another insider worth AU$513k. Insiders have collectively bought AU$1.1m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Apr 16MD & Executive Director recently bought AU$512k worth of stockOn the 15th of April, Lindsay Partridge bought around 25k shares on-market at roughly AU$20.49 per share. This was the largest purchase by an insider in the last 3 months. Lindsay has been a buyer over the last 12 months, purchasing a net total of AU$1.0m worth in shares.
Upcoming Dividend • Apr 05Upcoming dividend of AU$0.21 per shareEligible shareholders must have bought the stock before 12 April 2021. Payment date: 28 April 2021. Trailing yield: 2.9%. Lower than top quartile of Australian dividend payers (5.4%). In line with average of industry peers (2.8%).
Reported Earnings • Mar 26First half 2021 earnings released: EPS AU$0.48 (vs AU$0.43 in 1H 2020)The company reported a decent first half result with improved earnings and profit margins, although revenues were weaker. First half 2021 results: Revenue: AU$431.7m (down 3.8% from 1H 2020). Net income: AU$72.1m (up 11% from 1H 2020). Profit margin: 17% (up from 14% in 1H 2020). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 16Brickworks Limited, Annual General Meeting, Nov 23, 2021Brickworks Limited, Annual General Meeting, Nov 23, 2021.
Is New 90 Day High Low • Feb 09New 90-day high: AU$20.29The company is up 4.0% from its price of AU$19.57 on 11 November 2020. The Australian market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$29.62 per share.
Is New 90 Day High Low • Nov 25New 90-day high: AU$20.25The company is up 13% from its price of AU$17.99 on 27 August 2020. The Australian market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Basic Materials industry, which is up 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$11.94 per share.
Upcoming Dividend • Oct 07Upcoming Dividend of AU$0.39 Per ShareWill be paid on the 25th of November to those who are registered shareholders by the 14th of October. The trailing yield of 3.0% is below the top quartile of Australian dividend payers (5.6%), but is in line with industry peers (3.2%).
Reported Earnings • Sep 25Full year earnings released - EPS AU$2.10Over the last 12 months the company has reported total profits of AU$315.4m, up 61% from the prior year. Total revenue was AU$953.4m over the last 12 months, up 3.8% from the prior year. Profit margins were 33%, which is higher than the 21% margin from last year. The increase in margin was primarily driven by lower expenses.
お知らせ • Sep 25+ 1 more updateBrickworks Limited to Report First Half, 2021 Results on Mar 25, 2021Brickworks Limited announced that they will report first half, 2021 results on Mar 25, 2021
Is New 90 Day High Low • Sep 23New 90-day high: AU$18.90The company is up 24% from its price of AU$15.25 on 25 June 2020. The Australian market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$10.18 per share.
