Brenntag SE

XTRA:BNR 株式レポート

時価総額：€8.7b

Brenntag 将来の成長

Future 基準チェック /16

Brenntag利益と収益がそれぞれ年間14.6%と1.7%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12.5% 13.6%なると予測されています。

主要情報

14.6%

収益成長率

13.64%

EPS成長率

Trade Distributors 収益成長13.1%
収益成長率1.7%
将来の株主資本利益率12.52%
アナリストカバレッジ

Good

最終更新日21 Aug 2026

今後の成長に関する最新情報

分析記事 • Aug 15

Brenntag SE Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Brenntag SE ( ETR:BNR ) shareholders are probably feeling a little disappointed, since its shares fell 4.2% to €61.38...

Recent updates

分析記事 • Aug 15

Brenntag SE Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Brenntag SE ( ETR:BNR ) shareholders are probably feeling a little disappointed, since its shares fell 4.2% to €61.38...
ナラティブ更新 • Aug 10

BNR: Pricing Normalization And Resilient Demand Are Expected To Support Re Rating

The analyst price target for Brenntag has moved from about €68 to roughly €70, as analysts weigh mixed rating changes and updated views on pricing risks, demand resilience and relative valuation, which are reflected in the revised fair value, discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent broker updates on Brenntag point to a more balanced view, with several bullish analysts shifting from negative stances to neutral ones and lifting price targets into the €52 to €57 range.
ナラティブ更新 • Jun 22

BNR: Easing Pricing Tailwinds Will Pressure Margins And Limit Upside Potential

The analyst price target for Brenntag has been reduced by €10 to €57. Analysts are factoring in Brenntag's exposure to easing pricing tailwinds in certain regions, while also noting relatively resilient demand and a steadier pricing backdrop compared with some peers.
ナラティブ更新 • Jun 06

BNR: Resilient Demand Expectations Will Still Leave Execution Risks In Focus

The analyst fair value estimate for Brenntag has increased from €42.00 to €44.00, reflecting higher price targets from analysts, including recent upgrades that cite more resilient second half demand and a smaller expected price roll off compared with peers. Analyst Commentary Recent research on Brenntag shows a mix of optimism and caution.
ナラティブ更新 • May 23

BNR: Resilient Demand And Higher Discount Rate Will Shape Fairly Balanced Outlook

The analyst price target for Brenntag has shifted from roughly €53.86 to about €56.43. Analysts cite more resilient second half demand, a smaller price roll off versus peers, and recent rating and target increases from several firms as key drivers of the change.
ナラティブ更新 • May 01

BNR: Higher Discount Rate And Lower P E May Cap Share Price

Analysts have trimmed their Brenntag price target slightly from about €54.50 to roughly €53.86. This reflects updates to assumptions on discount rate, revenue growth, profit margin and future P/E following recent UBS and Deutsche Bank research.
ナラティブ更新 • Apr 15

BNR: Dividend And Epoxy Expansion Are Expected To Support Re Rating

Analysts have nudged their price target for Brenntag slightly higher to about €68, citing updated assumptions for revenue growth, profit margins and a lower future P/E multiple following recent research, including an upgrade at a major bank. Analyst Commentary Recent research points to a more constructive tone around Brenntag, with bullish analysts aligning their models to the updated assumptions on revenue growth, profit margins and future P/E multiples that underpin the new price target around €68.
ナラティブ更新 • Apr 01

BNR: Sector Headwinds And Execution Risks Will Sustain Earnings Pressure

Narrative Update The analyst price target for Brenntag has been adjusted to €50. Analysts cite updated 2026 sector views, a more cautious stance on chemical distribution and staffing peers, and revised assumptions for discount rate, revenue growth, profit margin, and future P/E.
ナラティブ更新 • Mar 18

BNR: Distribution Execution And Staffing Risks Will Sustain Earnings Pressure

Analysts have reduced their Brenntag price target to €50 from €63, citing a more cautious stance on chemical distribution and staffing within the broader European business services group. Analyst Commentary Bearish analysts have shifted to a more cautious stance on Brenntag, pointing to risks around execution in chemical distribution and staffing within the broader European business services group.
ナラティブ更新 • Mar 04

BNR: Expanded Epoxy Partnership Will Support A More Constructive Long Term View

Our Brenntag narrative has been updated to reflect a lower analyst price target of €50, down from €63, as analysts factor in more cautious assumptions on revenue growth, profit margins and sector conditions, even while using a slightly higher discount rate and a higher future P/E multiple. Analyst Commentary The latest rating and price target move to €50 comes as part of a broader 2026 reassessment of European business services and chemical distribution names.
ナラティブ更新 • Feb 18

BNR: Chemical Distribution Concerns Will Sustain Earnings Pressure And Extended Multiple Compression

Analysts have cut their price target on Brenntag to €50 from €63, reflecting a more cautious view on chemical distribution as they update their 2026 outlook and favor other business services names instead. Analyst Commentary Bearish analysts have moved Brenntag to a less favorable rating and cut the price target to €50 from €63, signaling a stricter view on what they are willing to pay for the shares in the medium term.
ナラティブ更新 • Feb 03

BNR: Chemical Distribution Execution Risk Will Pressure Earnings And Sustain Multiple Compression

Narrative update on Brenntag Analysts have trimmed their average price target for Brenntag to €50 from €63. This reflects a more cautious view on chemical distribution and related business services, while still keeping fair value assumptions broadly unchanged.
ナラティブ更新 • Jan 20

BNR: Staffing And Chemical Distribution Risks Will Pressure Earnings And Sustain Multiple Compression

Narrative Update on Brenntag Brenntag's analyst price target has been cut to €50 from €63, with analysts citing a more cautious view on chemical distribution and staffing exposure within their 2026 outlook. Analyst Commentary Bearish analysts have shifted their stance on Brenntag, cutting the price target to €50 from €63 and moving the rating to Underweight.
ナラティブ更新 • Jan 06

BNR: Weaker Chemical Demand Will Pressure Earnings And Sustain Multiple Compression

Analysts have trimmed their average price targets on Brenntag to a range around €45 to €50, reflecting more cautious views on chemical distribution volumes and the company's growth profile. Analyst Commentary Recent research updates on Brenntag point to a more cautious stance on the stock, with several bearish analysts rethinking both ratings and price targets in light of concerns around chemical distribution and the company's growth profile.
分析記事 • Dec 31

Is There An Opportunity With Brenntag SE's (ETR:BNR) 49% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Brenntag fair value estimate is €96.93 Current share price of...
ナラティブ更新 • Dec 18

BNR: Weaker Chemical Demand Will Pressure Earnings And Drive Multiple Compression

Analysts have reduced their price target on Brenntag from about EUR 47 to EUR 42. This reflects expectations for a weaker growth profile and a deteriorating chemical market backdrop, even as margins hold up and valuation multiples compress slightly.
ナラティブ更新 • Dec 04

BNR: Share Price Will Rebound As Cost Efficiencies Support Earnings Resilience

The analyst price target for Brenntag has been trimmed slightly from EUR 54.67 to about EUR 54.50, as analysts factor in a weaker chemical market backdrop, lower expected growth, and modestly softer profitability assumptions. Analyst Commentary Recent Street research reflects a more cautious stance on Brenntag, with several firms lowering price targets and reassessing the companys risk reward profile in light of a softer chemical demand outlook.
分析記事 • Nov 29

Here's Why Brenntag (ETR:BNR) Can Manage Its Debt Responsibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
ナラティブ更新 • Nov 20

BNR: Share Price Will Rebound As Chemical Market Challenges Ease

Brenntag's analyst fair value estimate has declined from €57.24 to €54.67, as analysts cite a weaker growth outlook and challenging chemical market conditions as reasons for the reduced price target. Analyst Commentary Recent analyst updates on Brenntag reflect a shift in sentiment as experts weigh the company’s outlook in the context of ongoing market challenges and valuation considerations.
分析記事 • Nov 09

Brenntag SE's (ETR:BNR) Shares May Have Run Too Fast Too Soon

It's not a stretch to say that Brenntag SE's ( ETR:BNR ) price-to-earnings (or "P/E") ratio of 15.8x right now seems...
ナラティブ更新 • Nov 05

BNR: Share Price Will Reflect Sector Headwinds as Market Conditions Stabilize

Brenntag's consensus analyst price target has been lowered noticeably in recent updates. Analysts cite a challenging chemical market environment and expectations for slower growth as key factors behind the revised outlook.
ナラティブ更新 • Oct 22

Analyst Commentary Signals Lower Growth Expectations as Brenntag Faces Reduced Price Targets

Brenntag's analyst price target has been revised downward by approximately EUR 3 to EUR 57, as analysts point to ongoing reductions in expected growth and profitability in light of a challenging market backdrop. Analyst Commentary Recent analyst coverage of Brenntag reflects a cautious sentiment across the market, with lowered price targets and revised outlooks highlighting ongoing concerns about the company's growth prospects and market challenges.
ナラティブ更新 • Oct 08

Specialty Chemicals And Biopharma Expansion Will Unlock Long-Term Value

Brenntag's analyst price target has been reduced by several euros, as analysts cite lower expectations for revenue growth, profit margins, and sector cyclicality. Analyst Commentary Recent street research updates reflect a mixed outlook on Brenntag, with several analysts adjusting their ratings and lowering price targets in light of the company’s ongoing performance and sector trends.
分析記事 • Sep 20

Return Trends At Brenntag (ETR:BNR) Aren't Appealing

There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
ナラティブ更新 • Sep 05

Specialty Chemicals And Biopharma Expansion Will Unlock Long-Term Value

Analysts have maintained a cautious outlook on Brenntag due to its increased earnings cyclicality, macroeconomic uncertainties, and negative FX impacts, resulting in an unchanged consensus price target at €62.83. Analyst Commentary Bearish analysts cite increased cyclicality in Brenntag’s business versus specialty distributors, leading to greater earnings volatility.
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新しいナラティブ • Nov 25

Decisive Acquisitions And Digital Innovations Propel Transformation Amid Challenges

Strategic focus on divisional optimization and cost containment is set to enhance revenue and improve net margins by reducing expenses.

業績と収益の成長予測

XTRA:BNR - アナリストの将来予測と過去の財務データ ( )EUR Millions
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
12/31/202816,04165663997312
12/31/202715,53959165096314
12/31/202615,55756555578212
6/30/202615,156365513803N/A
3/31/202614,762228657948N/A
12/31/202515,172265674967N/A
9/30/202515,649418672990N/A
6/30/202516,000423587908N/A
3/31/202516,307530569901N/A
12/31/202416,237536564907N/A
9/30/202416,1915456721,054N/A
6/30/202416,2106038211,188N/A
3/31/202416,2916401,0781,421N/A
12/31/202316,8157151,3431,664N/A
9/30/202317,6076821,2861,565N/A
6/30/202318,6197531,2791,551N/A
3/31/202319,4238531,0551,322N/A
12/31/202219,429887690957N/A
9/30/202218,737843421659N/A
6/30/202217,374754221442N/A
3/31/202215,783600135346N/A
12/31/202114,383448189389N/A
9/30/202113,221501435613N/A
6/30/202112,364461684864N/A
3/31/202111,7164509041,092N/A
12/31/202011,7954671,0201,219N/A
9/30/202012,0454659651,174N/A
6/30/202012,4194757861,009N/A
3/31/202012,851476N/A922N/A
12/31/201912,822467N/A879N/A
9/30/201912,829483N/A787N/A
6/30/201912,796467N/A621N/A
3/31/201912,757460N/A549N/A
12/31/201812,550461N/A375N/A
9/30/201812,288394N/A340N/A
6/30/201811,959383N/A341N/A
3/31/201811,745372N/A317N/A
12/31/201711,743361N/A405N/A
9/30/201711,502401N/A394N/A
6/30/201711,229394N/A450N/A
3/31/201710,892389N/A517N/A
12/31/201610,498360N/A540N/A
9/30/201610,337334N/A654N/A
6/30/201610,325335N/A641N/A
3/31/201610,352340N/A633N/A
12/31/201510,346365N/A594N/A
9/30/201510,384393N/A501N/A

アナリストによる今後の成長予測

収入対貯蓄率: BNRの予測収益成長率 (年間14.6% ) は 貯蓄率 ( 2.1% ) を上回っています。

収益対市場: BNRの収益 ( 14.6% ) German市場 ( 15.2% ) よりも低い成長が予測されています。

高成長収益: BNR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: BNRの収益 ( 1.7% ) German市場 ( 6.8% ) よりも低い成長が予測されています。

高い収益成長: BNRの収益 ( 1.7% ) 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: BNRの 自己資本利益率 は、3年後には低くなると予測されています ( 12.5 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/08/24 21:07
終値2026/08/24 00:00
収益2026/06/30
年間収益2025/12/31

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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

Brenntag SE 14 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。30

アナリスト機関
Volker BosseBaader Helvea Equity Research
Gaurav JainBarclays
James StewartBarclays