Brambles（R1H）株式概要ブランブルス・リミテッドはサプライチェーン物流会社として事業を展開している。 詳細R1H ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長2/6過去の実績5/6財務の健全性3/6配当金4/6報酬当社が推定した公正価値より41.9%で取引されている 収益は年間6.89%増加すると予測されています 過去5年間の収益は年間12.6%増加しました。 アナリストらは、株価が27%上昇するだろうとほぼ一致している。 リスク分析不安定な配当実績 多額の負債を抱えている すべてのリスクチェックを見るR1H 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 Value€Current Price€10.382.4% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture08b2016201920222025202620282031Revenue US$8.5bEarnings US$1.1bAdvancedSet Fair ValueView all narrativesBrambles Limited 競合他社BilfingerSymbol: XTRA:GBFMarket cap: €3.3bCEWE Stiftung KGaASymbol: XTRA:CWCMarket cap: €692.5mBefesaSymbol: XTRA:BFSAMarket cap: €1.4bCopartSymbol: NasdaqGS:CPRTMarket cap: US$33.1b価格と性能株価の高値、安値、推移の概要Brambles過去の株価現在の株価AU$10.3852週高値AU$15.3552週安値AU$10.13ベータ0.511ヶ月の変化-23.45%3ヶ月変化-29.05%1年変化-16.09%3年間の変化23.90%5年間の変化53.78%IPOからの変化34.98%最新ニュースValuation Update With 7 Day Price Move • May 20Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €10.57, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 0x in the Commercial Services industry in Germany. Total returns to shareholders of 34% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €18.91 per share.お知らせ • May 18Brambles Limited (ASX:BXB) announces an Equity Buyback for 134,664,225 shares, representing 10% for AUD 400 million.Brambles Limited (ASX:BXB) announces a share repurchase program. Under the program, the company will repurchase up to 134,664,225 shares, representing 10% for $400 million. The purpose of the program is to maximize shareholder value through efficient capital management. The plan will be valid till June 30, 2027. As of May 18, 2026, the company had 1,346,642,250 shares issued.お知らせ • Feb 20+ 1 more updateBrambles Limited Revises Earnings Guidance for the Fiscal Year 2026Brambles Limited revised earnings guidance for the fiscal year 2026. For the year, the company expected sales revenue growth at constant FX rates of 3%-4% (previously 3%-5%).お知らせ • Nov 24+ 1 more updateBrambles Limited to Report First Half, 2027 Results on Feb 18, 2027Brambles Limited announced that they will report first half, 2027 results on Feb 18, 2027お知らせ • Sep 08+ 1 more updateBrambles Limited to Report Fiscal Year 2026 Results on Aug 20, 2026Brambles Limited announced that they will report fiscal year 2026 results on Aug 20, 2026お知らせ • Aug 21+ 1 more updateBrambles Limited Announces Cash Dividend for the Six Months Ended June 30, 2025 , Payable on October 8, 2025Brambles Limited announced cash dividend of USD 0.20830000, payable on October 8, 2025 for the six months ended June 30, 2025. Ex Date: October 10, 2025. Record Date: September 11, 2025.最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • May 20Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €10.57, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 0x in the Commercial Services industry in Germany. Total returns to shareholders of 34% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €18.91 per share.お知らせ • May 18Brambles Limited (ASX:BXB) announces an Equity Buyback for 134,664,225 shares, representing 10% for AUD 400 million.Brambles Limited (ASX:BXB) announces a share repurchase program. Under the program, the company will repurchase up to 134,664,225 shares, representing 10% for $400 million. The purpose of the program is to maximize shareholder value through efficient capital management. The plan will be valid till June 30, 2027. As of May 18, 2026, the company had 1,346,642,250 shares issued.お知らせ • Feb 20+ 1 more updateBrambles Limited Revises Earnings Guidance for the Fiscal Year 2026Brambles Limited revised earnings guidance for the fiscal year 2026. For the year, the company expected sales revenue growth at constant FX rates of 3%-4% (previously 3%-5%).お知らせ • Nov 24+ 1 more updateBrambles Limited to Report First Half, 2027 Results on Feb 18, 2027Brambles Limited announced that they will report first half, 2027 results on Feb 18, 2027お知らせ • Sep 08+ 1 more updateBrambles Limited to Report Fiscal Year 2026 Results on Aug 20, 2026Brambles Limited announced that they will report fiscal year 2026 results on Aug 20, 2026お知らせ • Aug 21+ 1 more updateBrambles Limited Announces Cash Dividend for the Six Months Ended June 30, 2025 , Payable on October 8, 2025Brambles Limited announced cash dividend of USD 0.20830000, payable on October 8, 2025 for the six months ended June 30, 2025. Ex Date: October 10, 2025. Record Date: September 11, 2025.お知らせ • Aug 05Brambles Limited, Annual General Meeting, Oct 23, 2025Brambles Limited, Annual General Meeting, Oct 23, 2025.お知らせ • Feb 28Brambles Limited Announces the Appointment of Vik Bansal as Non- Executive Director, Effective from 1 March 2025Brambles Limited announced the appointment of Vik Bansal as a Non- Executive Director with effect from 1 March 2025. Vik has extensive experience in leading complex global public-listed businesses in the industrials sector. During a career spanning more than 30 years, Vik has led businesses through significant strategic growth, transformation programmes and sustainability initiatives across multiple continents. He is currently Chief Executive and Managing Director of Boral. Prior to joining Boral, he was Chief Executive of InfraBuild from 2021-2022 and Cleanaway from 2015 to 2021. Prior to this, Vik held a number of global leadership roles at NYSE-listed Valmont Industries including Chief Operating Officer from 2010 to 2015. Vik is also an experienced Executive and Non-Executive Director. He is currently a Non-Executive Director and Chair of the ASX-listed clean energy company LGI Limited, a position he has held since its IPO in 2021. He is also on the Board of Cement, Concrete and Aggregates Australia (CCAA) and a Director of Sunstate Cement, of which Boral Cement (a division of Boral) is a shareholder. Previously, Vik was a Director of the National Waste & Recycling Industry Council, the Waste Management and Resource Recovery Association of Australia, and not-for-profit Disability Services Australia. Vik is a Fellow of the Institute of Engineers Australia and the Australian Institute of Company Directors. He is an Electrical Engineer, has an MBA, AMP from INSEAD and has completed a Master of Laws in Enterprise Governance.お知らせ • Jan 14Brambles Limited to Report Q1, 2026 Results on Oct 23, 2025Brambles Limited announced that they will report Q1, 2026 results on Oct 23, 2025お知らせ • Jan 08LEAP India Private Limited acquired Chep India Pvt Limited from Brambles Limited (ASX:BXB) for an enterprise value of INR 7.2 billion.LEAP India Private Limited entered into a binding agreement to acquire Chep India Pvt Limited from Brambles Limited (ASX:BXB) for an enterprise value of INR 7.2 billion on November 11, 2024. Cash proceeds from the transaction of INR 6.3 billion will be used by Brambles to reduce outstanding debt. The transaction is expected to be completed by the end of the first quarter of 2025. Vijay Cugati, Grace Stals, Tom Alchin, Jessica Mottau, and Miriam Stiel of Allens acted as legal advisors for Brambles Limited. J. Sagar Associates acted as the legal advisor for Brambles Limited. LEAP India Private Limited completed the acquisition of Chep India Pvt Limited from Brambles Limited (ASX:BXB) on January 8, 2025. Anagram Partners acted as legal advisor to LEAP India Private Limited and Ernst & Young Private Limited acted as accountant to Brambles Limited (ASX:BXB) for the transaction.お知らせ • Dec 19Brambles Limited Appoints Maxine Brenner as Non-Executive Director and Chair of the Remuneration CommitteeBrambles Limited announced the appointment of Maxine Brenner as a Non-Executive Director and Chair of the Remuneration Committee with immediate effect. Maxine draws from a diverse background that includes an extensive career in corporate advisory and over 20 years' experience as a company director. Maxine is currently a Non-Executive Director of Origin Energy, Telstra and Woolworths. She is also a member of the University of NSW Council. Maxine previously served as a Non-Executive Director at numerous companies including Qantas, Orica, Growthpoint Properties Australia, Treasury Corporation of NSW, Bulmer Australia, Neverfail Spring Water and Federal Airports Corporation, at which she was Deputy Chair. She is also a former member of the Takeovers Panel. During her executive career, Maxine was a Managing Director of Investment Banking at Investec Bank (Australia) Ltd. Prior to that, she practiced as a corporate lawyer with Freehill Hollingdale & Page (now Herbert Smith Freehills). Maxine holds a Bachelor of Arts and a Bachelor of Laws from the University of New South Wales.お知らせ • Dec 05+ 1 more updateBrambles Limited to Report Fiscal Year 2025 Results on Aug 21, 2025Brambles Limited announced that they will report fiscal year 2025 results on Aug 21, 2025お知らせ • Oct 25Brambles Limited Announces Cessation of Scott Redvers Perkins as DirectorBrambles Limited announced that cessation of Scott Redvers Perkins as Director, October 24, 2024.お知らせ • Oct 11Brambles Limited Appoints Cameron Mcintyre and Tony Palmer as Non-Executive Directors, Effective 1 November 2024Brambles Limited announced the appointment of Cameron McIntyre and Tony Palmer as Non-Executive Directors, effective 1 November 2024. Cameron McIntyre has 30 years of financial and operational experience in digital technology, advertising and manufacturing organisations. Cameron is currently the Managing Director and Chief Executive Officer of CAR Group Limited, owner of carsales. He joined the company in 2007 as Chief Financial Officer, became Chief Operating Officer in 2014 and Chief Executive Officer in 2017. Prior to joining CAR Group he was the Finance Director of Sensis from 2003 to 2007 and also held finance and operational roles at Assa Abloy, L'Oréal and British American Tobacco. Cameron is a Fellow Certified Practising Accountant (FCPA), a graduate of the General Management Program at Harvard Business School and holds a degree in Economics from La Trobe University in Melbourne. Tony Palmer has extensive global leadership experience in consumer goods businesses, building high performance teams with a focus on governance, strategy, M&A, marketing, sales, innovation and global supply chain. Tony is currently a Non-Executive Director of the Hershey Company where he previously served as Lead Independent Director and Chair of the Compensation and Executive Organisation Committees. Tony joined One Rock Capital Partners, LLC, a private equity firm, in 2022 as an Operating Partner focused on investments in the food and beverage industry. Tony founded TropicSport, an environmentally friendly e-commerce suncare and skincare products company, holding the role of Chief Executive Officer from 2019 to 2022. Prior to founding TropicSport, Tony held leadership positions at Kimberly-Clark Corporation, including President, Global Brands and Innovation from 2012 to 2019. Tony previously held leadership positions at the Kellogg Company and The Coca-Cola Company. Over his career Tony has worked and studied in Australia, Asia, the US, UK and Europe and holds a Bachelor of Business Marketing from Monash University, Australia and an MBA from IMD, Switzerland.お知らせ • Sep 30Brambles Limited Announces Management Changes, Effective 11 November 2024Brambles Limited announced that Helen Lane, currently Brambles' Chief Digital Officer, has been appointed CEO of CHEP Europe, effective 11 November 2024. Helen will be succeeded by Louise Herring, currently a partner at McKinsey in London, who will join Brambles as Chief Digital and Strategy Officer and become a member of Brambles' Executive Leadership Team on 11 November 2024. Helen joined Brambles in 2003, holding leadership roles across finance, commercial, logistics and asset productivity before becoming Vice President, CHEP Northern Europe in 2016. As part of this role, she led Brambles' UK and Ireland businesses until 2021 when she was appointed Chief Data and Digital Officer, adding Group Strategy to her portfolio in financia year 2024. Louise Herring currently leads QuantumBlack, AI by McKinsey in the UK, Ireland and Israel. In her time at McKinsey, Louise was an adviser to Brambles between 2021 and 2023 and has worked with other leading consumer and client-facing organizations to capture new avenues of growth, enhance customer engagement models and improve organisational performance through digital transformation. Prior to joining McKinsey in 2008, Louise was a consultant at PwC. She holds a BA Hons in Natural Sciences from the University of Cambridge and an MBA from London Business School.Upcoming Dividend • Sep 06Upcoming dividend of AU$0.29 per shareEligible shareholders must have bought the stock before 11 September 2024. Payment date: 10 October 2024. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.4%).Declared Dividend • Aug 23Final dividend of AU$0.29 announcedShareholders will receive a dividend of AU$0.29. Ex-date: 11th September 2024 Payment date: 10th October 2024 Dividend yield will be 3.9%, which is lower than the industry average of 4.3%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (81% cash payout ratio). The dividend has increased by an average of 4.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Aug 23+ 1 more updateBrambles Limited Declares Dividend for the Six Months Ended June 30, 2024, Payable on October 10, 2024Brambles Limited declared dividend of USD 0.19 per share for the six months ended June 30, 2024. Record date is September 12, 2024, Ex date is September 11, 2024 and Payment Date is October 10, 2024.Reported Earnings • Aug 21Full year 2024 earnings released: EPS: US$0.56 (vs US$0.47 in FY 2023)Full year 2024 results: EPS: US$0.56 (up from US$0.47 in FY 2023). Revenue: US$6.81b (up 7.4% from FY 2023). Net income: US$779.9m (up 21% from FY 2023). Profit margin: 12% (up from 10% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 10Brambles Limited Announces Executive ChangesBrambles Limited announced that Derek O'Donnell, currently the Senior Vice President of Strategy and Transformation in CHEP Europe, has been appointed interim CEO of CHEP Europe, effective immediately. Derek takes over from David Cuenca who was appointed to the role of CEO of CHEP North America as outlined in Brambles' ASX announcement dated 1 July 2024. Derek's appointment provides support and continuity to the business while the process to make a permanent appointment for the role is underway. Brambles will update the market when an appointment has been made. Derek joined Brambles in 2018 to establish and lead Brambles' Shaping Future transformation programme. In 2021, he joined the CHEP Europe business where he has been responsible for strategy, transformation, customer experience, marketing and innovation. Prior to joining Brambles, he held senior roles in finance, supply chain and general management, including 15 years with Coca-Cola Amatil (now Coca-Cola Europacific Partners).Buy Or Sell Opportunity • Mar 11Now 20% undervaluedOver the last 90 days, the stock has risen 15% to €9.06. The fair value is estimated to be €11.35, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 7.9% per annum over the same time period.Upcoming Dividend • Mar 07Upcoming dividend of AU$0.23 per shareEligible shareholders must have bought the stock before 13 March 2024. Payment date: 11 April 2024. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.7%).Declared Dividend • Feb 26First half dividend of AU$0.23 announcedShareholders will receive a dividend of AU$0.23. Ex-date: 13th March 2024 Payment date: 11th April 2024 Dividend yield will be 4.0%, which is lower than the industry average of 4.3%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (72% cash payout ratio). The dividend has increased by an average of 2.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 23First half 2024 earnings released: EPS: US$0.28 (vs US$0.24 in 1H 2023)First half 2024 results: EPS: US$0.28 (up from US$0.24 in 1H 2023). Revenue: US$3.42b (up 10% from 1H 2023). Net income: US$392.1m (up 17% from 1H 2023). Profit margin: 12% (in line with 1H 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year and the company’s share price has also increased by 13% per year.Buying Opportunity • Dec 12Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be €9.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings is also forecast to grow by 8.8% per annum over the same time period.お知らせ • Nov 20Brambles Limited Announces Management ChangesBrambles Limited announced the appointment of Xavier Garijo to the newly- created role of CEO, CHEP Americas from 1 January 2024, combining the leadership of the CHEP businesses in the North America and Latin America regions. This change in leadership structure in the Americas region reflects the increasing collaboration and interconnectivity between CHEP's North American and Latin American operations and follows the decision by Laura Nador, the President of CHEP North America, to leave Brambles after an outstanding 20-year career with the business. Ms. Nador will step out of the role on 31 December 2023 but will continue to work with Brambles until 30 June 2024 to ensure an orderly transition. Mr. Garijo will join Brambles' Executive Leadership Team on 1 January 2024 and all of Ms. Nador's current direct reports, as well as Paola Floris, President of CHEP Latin America, will report to him from this date. Mr. Garijo was most recently responsible for DB Schenker's global contract logistics business which had a workforce of 40,000 people in 60 countries. In this role he developed and implemented a successful transformation strategy, introducing value-added services which accelerated profitable growth through customer centricity, operational excellence, automation and digitisation. Prior to that he worked in the US for 20 years, including managing end-to-end supply chains and operations for Revlon, Reckitt Benckiser and Unilever. Mr. Garijo was educated in France and holds an Engineering degree from École Supérieure de Physique et de Chimie Industrielles de la Ville de Paris and a Masters of Science from the Université de Paris. He will be based in Atlanta, Georgia, USA.お知らせ • Nov 01Brambles Limited Appoints Carina Thuaux as Group Company SecretaryBrambles Limited announced that on 12 October 2023 on the appointment of Ms Carina Thuaux as Group Company Secretary of Brambles effective 1 November 2023. Also effective from that date, Ms Thuaux will be the person responsible for communications between the company and the ASX in relation to ASX Listing Rule matters for the purposes of ASX Listing Rule 12.6. The release of this announcement was authorised by Robert Gerrard, Company Secretary.Buying Opportunity • Oct 28Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 6.2%. The fair value is estimated to be €9.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings is also forecast to grow by 8.9% per annum over the same time period.お知らせ • Oct 12Brambles Limited Announces Executive ChangesBrambles Limited announced the retirement of Mr. Robert Gerrard as Chief Legal Officer and Group Company Secretary after 20 years of service to Brambles. Mr. Gerrard joined Brambles in 2003 and was appointed Group Company Secretary in 2008. Ms Alice Black will assume the role of Chief Legal Officer and join the Executive Leadership Team on 13 October 2023. Ms Black joined Brambles in August 2023 and prior to this held the role of Group General Counsel and Company Secretary at Taylor Wimpey PLC for three years and held the same role at Thomas Cook where she worked for almost six years. Prior to that she was a commercial lawyer with Latham & Watkins. Ms Carina Thuaux, currently Deputy Group Company Secretary, will assume the role of Group Company Secretary & Corporate Counsel on 1 November 2023. Carina has been at Brambles for nearly 10 years and has worked closely with the Board and its Committees during this time. She has held the roles of Assistant Company Secretary and Deputy Company Secretary & Legal Counsel. Prior to joining Brambles, she practiced corporate law at King & Wood Mallesons. Mr. Gerrard will remain as Group Company Secretary until 31 October 2023.お知らせ • Oct 10Brambles Limited Announces the Retirement of George El Zoghbi as a Non-Executive Director, Effective 31 December 2023Brambles Limited announced that George El Zoghbi will retire from the Company's Board with effect from 31 December 2023. George has been a member of Board since January 2016.お知らせ • Sep 11+ 2 more updatesBrambles Limited to Report First Half, 2024 Results on Feb 23, 2024Brambles Limited announced that they will report first half, 2024 results on Feb 23, 2024Upcoming Dividend • Sep 06Upcoming dividend of AU$0.22 per share at 1.9% yieldEligible shareholders must have bought the stock before 13 September 2023. Payment date: 12 October 2023. Payout ratio is a comfortable 57% but the company is paying out more than the cash it is generating. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.4%).Reported Earnings • Aug 31Full year 2023 earnings released: EPS: US$0.47 (vs US$0.41 in FY 2022)Full year 2023 results: EPS: US$0.47 (up from US$0.41 in FY 2022). Revenue: US$6.35b (up 9.6% from FY 2022). Net income: US$647.1m (up 13% from FY 2022). Profit margin: 10% (in line with FY 2022). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 9% per year.お知らせ • Jul 06Brambles Limited to Report Fiscal Year 2023 Results on Aug 30, 2023Brambles Limited announced that they will report fiscal year 2023 results at 10:00 AM, Eastern Standard Time on Aug 30, 2023Upcoming Dividend • Mar 01Upcoming dividend of AU$0.18 per share at 2.8% yieldEligible shareholders must have bought the stock before 08 March 2023. Payment date: 13 April 2023. Payout ratio is a comfortable 56% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.7%).Reported Earnings • Feb 24First half 2023 earnings released: EPS: US$0.24 (vs US$0.21 in 1H 2022)First half 2023 results: EPS: US$0.24 (up from US$0.21 in 1H 2022). Revenue: US$3.11b (up 8.3% from 1H 2022). Net income: US$334.5m (up 9.7% from 1H 2022). Profit margin: 11% (in line with 1H 2022). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 06Brambles Limited to Report First Half, 2023 Results on Feb 24, 2023Brambles Limited announced that they will report first half, 2023 results on Feb 24, 2023お知らせ • Jan 17Brambles Limited, Annual General Meeting, Oct 12, 2023Brambles Limited, Annual General Meeting, Oct 12, 2023.Recent Insider Transactions • Oct 29Independent Non-Executive Chairman recently bought €143k worth of stockOn the 26th of October, John Mullen bought around 20k shares on-market at roughly €7.14 per share. This transaction amounted to 64% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was John's only on-market trade for the last 12 months.Upcoming Dividend • Aug 31Upcoming dividend of AU$0.17 per shareEligible shareholders must have bought the stock before 07 September 2022. Payment date: 13 October 2022. Payout ratio is a comfortable 56% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.9%).Reported Earnings • Aug 18Full year 2022 earnings released: EPS: US$0.40 (vs US$0.36 in FY 2021)Full year 2022 results: EPS: US$0.40 (up from US$0.36 in FY 2021). Revenue: US$5.85b (up 8.3% from FY 2021). Net income: US$571.7m (up 6.9% from FY 2021). Profit margin: 9.8% (in line with FY 2021). Over the next year, revenue is forecast to grow 1.1%, compared to a 4.7% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 7% per year.Upcoming Dividend • Mar 02Upcoming dividend of AU$0.15 per shareEligible shareholders must have bought the stock before 09 March 2022. Payment date: 14 April 2022. Payout ratio is a comfortable 56% but the company is paying out more than the cash it is generating. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (3.4%). In line with average of industry peers (2.7%).Reported Earnings • Feb 27First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: US$0.21 (up from US$0.20 in 1H 2021). Revenue: US$2.88b (up 8.9% from 1H 2021). Net income: US$304.8m (up 3.1% from 1H 2021). Profit margin: 11% (in line with 1H 2021). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to stay flat compared to a 21% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Recent Insider Transactions • Sep 22Independent Non-Executive Chairman recently bought €215k worth of stockOn the 17th of September, John Mullen bought around 31k shares on-market at roughly €6.86 per share. This was the largest purchase by an insider in the last 3 months. This was John's only on-market trade for the last 12 months.Reported Earnings • Aug 18Full year 2021 earnings released: EPS US$0.36 (vs US$0.31 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: US$5.40b (up 11% from FY 2020). Net income: US$535.0m (up 12% from FY 2020). Profit margin: 9.9% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 6% per year and the company’s share price has also increased by 6% per year.Recent Insider Transactions • Mar 06Insider recently bought €59k worth of stockOn the 2nd of March, Kenneth McCall bought around 9k shares on-market at roughly €6.63 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €263k more in shares than they have sold in the last 12 months.Upcoming Dividend • Mar 04Upcoming Dividend of AU$0.13 Per ShareWill be paid on the 8th of April to those who are registered shareholders by the 10th of March. The trailing yield of 2.4% is below the top quartile of German dividend payers (3.4%), and is lower than industry peers (3.1%).Is New 90 Day High Low • Feb 19New 90-day low: €6.45The company is down 2.0% from its price of €6.60 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Commercial Services industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.08 per share.Reported Earnings • Feb 18First half 2021 earnings released: EPS US$0.20 (vs US$0.18 in 1H 2020)The company reported a solid first half result with improved earnings and revenues, although profit margins were flat. First half 2021 results: Revenue: US$2.63b (up 6.7% from 1H 2020). Net income: US$295.2m (up 5.8% from 1H 2020). Profit margin: 11% (in line with 1H 2020). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Feb 18Revenue beats expectationsRevenue exceeded analyst estimates by 3.6%. Over the next year, revenue is forecast to grow 3.8%, compared to a 10% growth forecast for the Commercial Services industry in Germany.Is New 90 Day High Low • Nov 28New 90-day high: €6.95The company is up 2.0% from its price of €6.80 on 28 August 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Commercial Services industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.42 per share.Recent Insider Transactions • Nov 17Independent Non-Executive Director recently bought €73k worth of stockOn the 12th of November, Nora Scheinkestel bought around 11k shares on-market at roughly €6.72 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €175k more in shares than they have sold in the last 12 months.Is New 90 Day High Low • Oct 24New 90-day low: €6.10The company is down 5.0% from its price of €6.40 on 24 July 2020. The German market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Commercial Services industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.52 per share.Is New 90 Day High Low • Oct 02New 90-day low: €6.15The company is down 7.0% from its price of €6.60 on 03 July 2020. The German market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Commercial Services industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.45 per share.株主還元R1HDE Commercial ServicesDE 市場7D-22.3%-1.7%0.6%1Y-16.1%6.1%0.2%株主還元を見る業界別リターン: R1H過去 1 年間で6.1 % の収益を上げたGerman Commercial Services業界を下回りました。リターン対市場: R1Hは、過去 1 年間で0.2 % のリターンを上げたGerman市場を下回りました。価格変動Is R1H's price volatile compared to industry and market?R1H volatilityR1H Average Weekly Movement6.8%Commercial Services Industry Average Movement6.6%Market Average Movement6.1%10% most volatile stocks in DE Market13.2%10% least volatile stocks in DE Market2.7%安定した株価: R1H 、 German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: R1Hの 週次ボラティリティ ( 7% ) 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187512,058Graham Chipchasewww.brambles.comブランブルズ・リミテッドは、サプライチェーン・ロジスティクス企業として事業を展開している。CHEP北米・中南米、CHEP欧州・中東・アフリカ・インド、CHEPオーストラリア・ニュージーランド・アジア（インドを除く）の各セグメントを通じて事業を展開している。同社は、パレット、木枠、コンテナのアウトソーシング管理を中心に、ユニットロード機器のプーリングと関連サービスに従事している。ファストムービング消費財、生鮮食品、飲料、小売、一般製造業の顧客にサービスを提供している。ブランブルズ社は1875年に設立され、オーストラリアのシドニーに本社を置く。もっと見るBrambles Limited 基礎のまとめBrambles の収益と売上を時価総額と比較するとどうか。R1H 基礎統計学時価総額€14.15b収益（TTM）€797.76m売上高(TTM)€6.04b17.7xPER（株価収益率2.3xP/SレシオR1H 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R1H 損益計算書（TTM）収益US$7.01b売上原価US$4.55b売上総利益US$2.47bその他の費用US$1.54b収益US$925.90m直近の収益報告Dec 31, 2025次回決算日Aug 20, 2026一株当たり利益（EPS）0.69グロス・マージン35.17%純利益率13.21%有利子負債／自己資本比率57.8%R1H 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3.8%現在の配当利回り65%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2026/05/22 02:39終値2026/05/22 00:00収益2025/12/31年間収益2025/06/30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Brambles Limited 13 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。26 アナリスト機関Matthew RyanBarrenjoey Markets Pty LimitedNicholas McGarrigleBarrenjoey Markets Pty LimitedShaurya VisenBofA Global Research23 その他のアナリストを表示
Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €10.57, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 0x in the Commercial Services industry in Germany. Total returns to shareholders of 34% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €18.91 per share.
お知らせ • May 18Brambles Limited (ASX:BXB) announces an Equity Buyback for 134,664,225 shares, representing 10% for AUD 400 million.Brambles Limited (ASX:BXB) announces a share repurchase program. Under the program, the company will repurchase up to 134,664,225 shares, representing 10% for $400 million. The purpose of the program is to maximize shareholder value through efficient capital management. The plan will be valid till June 30, 2027. As of May 18, 2026, the company had 1,346,642,250 shares issued.
お知らせ • Feb 20+ 1 more updateBrambles Limited Revises Earnings Guidance for the Fiscal Year 2026Brambles Limited revised earnings guidance for the fiscal year 2026. For the year, the company expected sales revenue growth at constant FX rates of 3%-4% (previously 3%-5%).
お知らせ • Nov 24+ 1 more updateBrambles Limited to Report First Half, 2027 Results on Feb 18, 2027Brambles Limited announced that they will report first half, 2027 results on Feb 18, 2027
お知らせ • Sep 08+ 1 more updateBrambles Limited to Report Fiscal Year 2026 Results on Aug 20, 2026Brambles Limited announced that they will report fiscal year 2026 results on Aug 20, 2026
お知らせ • Aug 21+ 1 more updateBrambles Limited Announces Cash Dividend for the Six Months Ended June 30, 2025 , Payable on October 8, 2025Brambles Limited announced cash dividend of USD 0.20830000, payable on October 8, 2025 for the six months ended June 30, 2025. Ex Date: October 10, 2025. Record Date: September 11, 2025.
Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €10.57, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 0x in the Commercial Services industry in Germany. Total returns to shareholders of 34% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €18.91 per share.
お知らせ • May 18Brambles Limited (ASX:BXB) announces an Equity Buyback for 134,664,225 shares, representing 10% for AUD 400 million.Brambles Limited (ASX:BXB) announces a share repurchase program. Under the program, the company will repurchase up to 134,664,225 shares, representing 10% for $400 million. The purpose of the program is to maximize shareholder value through efficient capital management. The plan will be valid till June 30, 2027. As of May 18, 2026, the company had 1,346,642,250 shares issued.
お知らせ • Feb 20+ 1 more updateBrambles Limited Revises Earnings Guidance for the Fiscal Year 2026Brambles Limited revised earnings guidance for the fiscal year 2026. For the year, the company expected sales revenue growth at constant FX rates of 3%-4% (previously 3%-5%).
お知らせ • Nov 24+ 1 more updateBrambles Limited to Report First Half, 2027 Results on Feb 18, 2027Brambles Limited announced that they will report first half, 2027 results on Feb 18, 2027
お知らせ • Sep 08+ 1 more updateBrambles Limited to Report Fiscal Year 2026 Results on Aug 20, 2026Brambles Limited announced that they will report fiscal year 2026 results on Aug 20, 2026
お知らせ • Aug 21+ 1 more updateBrambles Limited Announces Cash Dividend for the Six Months Ended June 30, 2025 , Payable on October 8, 2025Brambles Limited announced cash dividend of USD 0.20830000, payable on October 8, 2025 for the six months ended June 30, 2025. Ex Date: October 10, 2025. Record Date: September 11, 2025.
お知らせ • Aug 05Brambles Limited, Annual General Meeting, Oct 23, 2025Brambles Limited, Annual General Meeting, Oct 23, 2025.
お知らせ • Feb 28Brambles Limited Announces the Appointment of Vik Bansal as Non- Executive Director, Effective from 1 March 2025Brambles Limited announced the appointment of Vik Bansal as a Non- Executive Director with effect from 1 March 2025. Vik has extensive experience in leading complex global public-listed businesses in the industrials sector. During a career spanning more than 30 years, Vik has led businesses through significant strategic growth, transformation programmes and sustainability initiatives across multiple continents. He is currently Chief Executive and Managing Director of Boral. Prior to joining Boral, he was Chief Executive of InfraBuild from 2021-2022 and Cleanaway from 2015 to 2021. Prior to this, Vik held a number of global leadership roles at NYSE-listed Valmont Industries including Chief Operating Officer from 2010 to 2015. Vik is also an experienced Executive and Non-Executive Director. He is currently a Non-Executive Director and Chair of the ASX-listed clean energy company LGI Limited, a position he has held since its IPO in 2021. He is also on the Board of Cement, Concrete and Aggregates Australia (CCAA) and a Director of Sunstate Cement, of which Boral Cement (a division of Boral) is a shareholder. Previously, Vik was a Director of the National Waste & Recycling Industry Council, the Waste Management and Resource Recovery Association of Australia, and not-for-profit Disability Services Australia. Vik is a Fellow of the Institute of Engineers Australia and the Australian Institute of Company Directors. He is an Electrical Engineer, has an MBA, AMP from INSEAD and has completed a Master of Laws in Enterprise Governance.
お知らせ • Jan 14Brambles Limited to Report Q1, 2026 Results on Oct 23, 2025Brambles Limited announced that they will report Q1, 2026 results on Oct 23, 2025
お知らせ • Jan 08LEAP India Private Limited acquired Chep India Pvt Limited from Brambles Limited (ASX:BXB) for an enterprise value of INR 7.2 billion.LEAP India Private Limited entered into a binding agreement to acquire Chep India Pvt Limited from Brambles Limited (ASX:BXB) for an enterprise value of INR 7.2 billion on November 11, 2024. Cash proceeds from the transaction of INR 6.3 billion will be used by Brambles to reduce outstanding debt. The transaction is expected to be completed by the end of the first quarter of 2025. Vijay Cugati, Grace Stals, Tom Alchin, Jessica Mottau, and Miriam Stiel of Allens acted as legal advisors for Brambles Limited. J. Sagar Associates acted as the legal advisor for Brambles Limited. LEAP India Private Limited completed the acquisition of Chep India Pvt Limited from Brambles Limited (ASX:BXB) on January 8, 2025. Anagram Partners acted as legal advisor to LEAP India Private Limited and Ernst & Young Private Limited acted as accountant to Brambles Limited (ASX:BXB) for the transaction.
お知らせ • Dec 19Brambles Limited Appoints Maxine Brenner as Non-Executive Director and Chair of the Remuneration CommitteeBrambles Limited announced the appointment of Maxine Brenner as a Non-Executive Director and Chair of the Remuneration Committee with immediate effect. Maxine draws from a diverse background that includes an extensive career in corporate advisory and over 20 years' experience as a company director. Maxine is currently a Non-Executive Director of Origin Energy, Telstra and Woolworths. She is also a member of the University of NSW Council. Maxine previously served as a Non-Executive Director at numerous companies including Qantas, Orica, Growthpoint Properties Australia, Treasury Corporation of NSW, Bulmer Australia, Neverfail Spring Water and Federal Airports Corporation, at which she was Deputy Chair. She is also a former member of the Takeovers Panel. During her executive career, Maxine was a Managing Director of Investment Banking at Investec Bank (Australia) Ltd. Prior to that, she practiced as a corporate lawyer with Freehill Hollingdale & Page (now Herbert Smith Freehills). Maxine holds a Bachelor of Arts and a Bachelor of Laws from the University of New South Wales.
お知らせ • Dec 05+ 1 more updateBrambles Limited to Report Fiscal Year 2025 Results on Aug 21, 2025Brambles Limited announced that they will report fiscal year 2025 results on Aug 21, 2025
お知らせ • Oct 25Brambles Limited Announces Cessation of Scott Redvers Perkins as DirectorBrambles Limited announced that cessation of Scott Redvers Perkins as Director, October 24, 2024.
お知らせ • Oct 11Brambles Limited Appoints Cameron Mcintyre and Tony Palmer as Non-Executive Directors, Effective 1 November 2024Brambles Limited announced the appointment of Cameron McIntyre and Tony Palmer as Non-Executive Directors, effective 1 November 2024. Cameron McIntyre has 30 years of financial and operational experience in digital technology, advertising and manufacturing organisations. Cameron is currently the Managing Director and Chief Executive Officer of CAR Group Limited, owner of carsales. He joined the company in 2007 as Chief Financial Officer, became Chief Operating Officer in 2014 and Chief Executive Officer in 2017. Prior to joining CAR Group he was the Finance Director of Sensis from 2003 to 2007 and also held finance and operational roles at Assa Abloy, L'Oréal and British American Tobacco. Cameron is a Fellow Certified Practising Accountant (FCPA), a graduate of the General Management Program at Harvard Business School and holds a degree in Economics from La Trobe University in Melbourne. Tony Palmer has extensive global leadership experience in consumer goods businesses, building high performance teams with a focus on governance, strategy, M&A, marketing, sales, innovation and global supply chain. Tony is currently a Non-Executive Director of the Hershey Company where he previously served as Lead Independent Director and Chair of the Compensation and Executive Organisation Committees. Tony joined One Rock Capital Partners, LLC, a private equity firm, in 2022 as an Operating Partner focused on investments in the food and beverage industry. Tony founded TropicSport, an environmentally friendly e-commerce suncare and skincare products company, holding the role of Chief Executive Officer from 2019 to 2022. Prior to founding TropicSport, Tony held leadership positions at Kimberly-Clark Corporation, including President, Global Brands and Innovation from 2012 to 2019. Tony previously held leadership positions at the Kellogg Company and The Coca-Cola Company. Over his career Tony has worked and studied in Australia, Asia, the US, UK and Europe and holds a Bachelor of Business Marketing from Monash University, Australia and an MBA from IMD, Switzerland.
お知らせ • Sep 30Brambles Limited Announces Management Changes, Effective 11 November 2024Brambles Limited announced that Helen Lane, currently Brambles' Chief Digital Officer, has been appointed CEO of CHEP Europe, effective 11 November 2024. Helen will be succeeded by Louise Herring, currently a partner at McKinsey in London, who will join Brambles as Chief Digital and Strategy Officer and become a member of Brambles' Executive Leadership Team on 11 November 2024. Helen joined Brambles in 2003, holding leadership roles across finance, commercial, logistics and asset productivity before becoming Vice President, CHEP Northern Europe in 2016. As part of this role, she led Brambles' UK and Ireland businesses until 2021 when she was appointed Chief Data and Digital Officer, adding Group Strategy to her portfolio in financia year 2024. Louise Herring currently leads QuantumBlack, AI by McKinsey in the UK, Ireland and Israel. In her time at McKinsey, Louise was an adviser to Brambles between 2021 and 2023 and has worked with other leading consumer and client-facing organizations to capture new avenues of growth, enhance customer engagement models and improve organisational performance through digital transformation. Prior to joining McKinsey in 2008, Louise was a consultant at PwC. She holds a BA Hons in Natural Sciences from the University of Cambridge and an MBA from London Business School.
Upcoming Dividend • Sep 06Upcoming dividend of AU$0.29 per shareEligible shareholders must have bought the stock before 11 September 2024. Payment date: 10 October 2024. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.4%).
Declared Dividend • Aug 23Final dividend of AU$0.29 announcedShareholders will receive a dividend of AU$0.29. Ex-date: 11th September 2024 Payment date: 10th October 2024 Dividend yield will be 3.9%, which is lower than the industry average of 4.3%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (81% cash payout ratio). The dividend has increased by an average of 4.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 23+ 1 more updateBrambles Limited Declares Dividend for the Six Months Ended June 30, 2024, Payable on October 10, 2024Brambles Limited declared dividend of USD 0.19 per share for the six months ended June 30, 2024. Record date is September 12, 2024, Ex date is September 11, 2024 and Payment Date is October 10, 2024.
Reported Earnings • Aug 21Full year 2024 earnings released: EPS: US$0.56 (vs US$0.47 in FY 2023)Full year 2024 results: EPS: US$0.56 (up from US$0.47 in FY 2023). Revenue: US$6.81b (up 7.4% from FY 2023). Net income: US$779.9m (up 21% from FY 2023). Profit margin: 12% (up from 10% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 10Brambles Limited Announces Executive ChangesBrambles Limited announced that Derek O'Donnell, currently the Senior Vice President of Strategy and Transformation in CHEP Europe, has been appointed interim CEO of CHEP Europe, effective immediately. Derek takes over from David Cuenca who was appointed to the role of CEO of CHEP North America as outlined in Brambles' ASX announcement dated 1 July 2024. Derek's appointment provides support and continuity to the business while the process to make a permanent appointment for the role is underway. Brambles will update the market when an appointment has been made. Derek joined Brambles in 2018 to establish and lead Brambles' Shaping Future transformation programme. In 2021, he joined the CHEP Europe business where he has been responsible for strategy, transformation, customer experience, marketing and innovation. Prior to joining Brambles, he held senior roles in finance, supply chain and general management, including 15 years with Coca-Cola Amatil (now Coca-Cola Europacific Partners).
Buy Or Sell Opportunity • Mar 11Now 20% undervaluedOver the last 90 days, the stock has risen 15% to €9.06. The fair value is estimated to be €11.35, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 7.9% per annum over the same time period.
Upcoming Dividend • Mar 07Upcoming dividend of AU$0.23 per shareEligible shareholders must have bought the stock before 13 March 2024. Payment date: 11 April 2024. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.7%).
Declared Dividend • Feb 26First half dividend of AU$0.23 announcedShareholders will receive a dividend of AU$0.23. Ex-date: 13th March 2024 Payment date: 11th April 2024 Dividend yield will be 4.0%, which is lower than the industry average of 4.3%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (72% cash payout ratio). The dividend has increased by an average of 2.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 23First half 2024 earnings released: EPS: US$0.28 (vs US$0.24 in 1H 2023)First half 2024 results: EPS: US$0.28 (up from US$0.24 in 1H 2023). Revenue: US$3.42b (up 10% from 1H 2023). Net income: US$392.1m (up 17% from 1H 2023). Profit margin: 12% (in line with 1H 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year and the company’s share price has also increased by 13% per year.
Buying Opportunity • Dec 12Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be €9.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings is also forecast to grow by 8.8% per annum over the same time period.
お知らせ • Nov 20Brambles Limited Announces Management ChangesBrambles Limited announced the appointment of Xavier Garijo to the newly- created role of CEO, CHEP Americas from 1 January 2024, combining the leadership of the CHEP businesses in the North America and Latin America regions. This change in leadership structure in the Americas region reflects the increasing collaboration and interconnectivity between CHEP's North American and Latin American operations and follows the decision by Laura Nador, the President of CHEP North America, to leave Brambles after an outstanding 20-year career with the business. Ms. Nador will step out of the role on 31 December 2023 but will continue to work with Brambles until 30 June 2024 to ensure an orderly transition. Mr. Garijo will join Brambles' Executive Leadership Team on 1 January 2024 and all of Ms. Nador's current direct reports, as well as Paola Floris, President of CHEP Latin America, will report to him from this date. Mr. Garijo was most recently responsible for DB Schenker's global contract logistics business which had a workforce of 40,000 people in 60 countries. In this role he developed and implemented a successful transformation strategy, introducing value-added services which accelerated profitable growth through customer centricity, operational excellence, automation and digitisation. Prior to that he worked in the US for 20 years, including managing end-to-end supply chains and operations for Revlon, Reckitt Benckiser and Unilever. Mr. Garijo was educated in France and holds an Engineering degree from École Supérieure de Physique et de Chimie Industrielles de la Ville de Paris and a Masters of Science from the Université de Paris. He will be based in Atlanta, Georgia, USA.
お知らせ • Nov 01Brambles Limited Appoints Carina Thuaux as Group Company SecretaryBrambles Limited announced that on 12 October 2023 on the appointment of Ms Carina Thuaux as Group Company Secretary of Brambles effective 1 November 2023. Also effective from that date, Ms Thuaux will be the person responsible for communications between the company and the ASX in relation to ASX Listing Rule matters for the purposes of ASX Listing Rule 12.6. The release of this announcement was authorised by Robert Gerrard, Company Secretary.
Buying Opportunity • Oct 28Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 6.2%. The fair value is estimated to be €9.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings is also forecast to grow by 8.9% per annum over the same time period.
お知らせ • Oct 12Brambles Limited Announces Executive ChangesBrambles Limited announced the retirement of Mr. Robert Gerrard as Chief Legal Officer and Group Company Secretary after 20 years of service to Brambles. Mr. Gerrard joined Brambles in 2003 and was appointed Group Company Secretary in 2008. Ms Alice Black will assume the role of Chief Legal Officer and join the Executive Leadership Team on 13 October 2023. Ms Black joined Brambles in August 2023 and prior to this held the role of Group General Counsel and Company Secretary at Taylor Wimpey PLC for three years and held the same role at Thomas Cook where she worked for almost six years. Prior to that she was a commercial lawyer with Latham & Watkins. Ms Carina Thuaux, currently Deputy Group Company Secretary, will assume the role of Group Company Secretary & Corporate Counsel on 1 November 2023. Carina has been at Brambles for nearly 10 years and has worked closely with the Board and its Committees during this time. She has held the roles of Assistant Company Secretary and Deputy Company Secretary & Legal Counsel. Prior to joining Brambles, she practiced corporate law at King & Wood Mallesons. Mr. Gerrard will remain as Group Company Secretary until 31 October 2023.
お知らせ • Oct 10Brambles Limited Announces the Retirement of George El Zoghbi as a Non-Executive Director, Effective 31 December 2023Brambles Limited announced that George El Zoghbi will retire from the Company's Board with effect from 31 December 2023. George has been a member of Board since January 2016.
お知らせ • Sep 11+ 2 more updatesBrambles Limited to Report First Half, 2024 Results on Feb 23, 2024Brambles Limited announced that they will report first half, 2024 results on Feb 23, 2024
Upcoming Dividend • Sep 06Upcoming dividend of AU$0.22 per share at 1.9% yieldEligible shareholders must have bought the stock before 13 September 2023. Payment date: 12 October 2023. Payout ratio is a comfortable 57% but the company is paying out more than the cash it is generating. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.4%).
Reported Earnings • Aug 31Full year 2023 earnings released: EPS: US$0.47 (vs US$0.41 in FY 2022)Full year 2023 results: EPS: US$0.47 (up from US$0.41 in FY 2022). Revenue: US$6.35b (up 9.6% from FY 2022). Net income: US$647.1m (up 13% from FY 2022). Profit margin: 10% (in line with FY 2022). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 9% per year.
お知らせ • Jul 06Brambles Limited to Report Fiscal Year 2023 Results on Aug 30, 2023Brambles Limited announced that they will report fiscal year 2023 results at 10:00 AM, Eastern Standard Time on Aug 30, 2023
Upcoming Dividend • Mar 01Upcoming dividend of AU$0.18 per share at 2.8% yieldEligible shareholders must have bought the stock before 08 March 2023. Payment date: 13 April 2023. Payout ratio is a comfortable 56% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.7%).
Reported Earnings • Feb 24First half 2023 earnings released: EPS: US$0.24 (vs US$0.21 in 1H 2022)First half 2023 results: EPS: US$0.24 (up from US$0.21 in 1H 2022). Revenue: US$3.11b (up 8.3% from 1H 2022). Net income: US$334.5m (up 9.7% from 1H 2022). Profit margin: 11% (in line with 1H 2022). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 06Brambles Limited to Report First Half, 2023 Results on Feb 24, 2023Brambles Limited announced that they will report first half, 2023 results on Feb 24, 2023
お知らせ • Jan 17Brambles Limited, Annual General Meeting, Oct 12, 2023Brambles Limited, Annual General Meeting, Oct 12, 2023.
Recent Insider Transactions • Oct 29Independent Non-Executive Chairman recently bought €143k worth of stockOn the 26th of October, John Mullen bought around 20k shares on-market at roughly €7.14 per share. This transaction amounted to 64% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was John's only on-market trade for the last 12 months.
Upcoming Dividend • Aug 31Upcoming dividend of AU$0.17 per shareEligible shareholders must have bought the stock before 07 September 2022. Payment date: 13 October 2022. Payout ratio is a comfortable 56% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.9%).
Reported Earnings • Aug 18Full year 2022 earnings released: EPS: US$0.40 (vs US$0.36 in FY 2021)Full year 2022 results: EPS: US$0.40 (up from US$0.36 in FY 2021). Revenue: US$5.85b (up 8.3% from FY 2021). Net income: US$571.7m (up 6.9% from FY 2021). Profit margin: 9.8% (in line with FY 2021). Over the next year, revenue is forecast to grow 1.1%, compared to a 4.7% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 7% per year.
Upcoming Dividend • Mar 02Upcoming dividend of AU$0.15 per shareEligible shareholders must have bought the stock before 09 March 2022. Payment date: 14 April 2022. Payout ratio is a comfortable 56% but the company is paying out more than the cash it is generating. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (3.4%). In line with average of industry peers (2.7%).
Reported Earnings • Feb 27First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: US$0.21 (up from US$0.20 in 1H 2021). Revenue: US$2.88b (up 8.9% from 1H 2021). Net income: US$304.8m (up 3.1% from 1H 2021). Profit margin: 11% (in line with 1H 2021). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to stay flat compared to a 21% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Recent Insider Transactions • Sep 22Independent Non-Executive Chairman recently bought €215k worth of stockOn the 17th of September, John Mullen bought around 31k shares on-market at roughly €6.86 per share. This was the largest purchase by an insider in the last 3 months. This was John's only on-market trade for the last 12 months.
Reported Earnings • Aug 18Full year 2021 earnings released: EPS US$0.36 (vs US$0.31 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: US$5.40b (up 11% from FY 2020). Net income: US$535.0m (up 12% from FY 2020). Profit margin: 9.9% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 6% per year and the company’s share price has also increased by 6% per year.
Recent Insider Transactions • Mar 06Insider recently bought €59k worth of stockOn the 2nd of March, Kenneth McCall bought around 9k shares on-market at roughly €6.63 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €263k more in shares than they have sold in the last 12 months.
Upcoming Dividend • Mar 04Upcoming Dividend of AU$0.13 Per ShareWill be paid on the 8th of April to those who are registered shareholders by the 10th of March. The trailing yield of 2.4% is below the top quartile of German dividend payers (3.4%), and is lower than industry peers (3.1%).
Is New 90 Day High Low • Feb 19New 90-day low: €6.45The company is down 2.0% from its price of €6.60 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Commercial Services industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.08 per share.
Reported Earnings • Feb 18First half 2021 earnings released: EPS US$0.20 (vs US$0.18 in 1H 2020)The company reported a solid first half result with improved earnings and revenues, although profit margins were flat. First half 2021 results: Revenue: US$2.63b (up 6.7% from 1H 2020). Net income: US$295.2m (up 5.8% from 1H 2020). Profit margin: 11% (in line with 1H 2020). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Feb 18Revenue beats expectationsRevenue exceeded analyst estimates by 3.6%. Over the next year, revenue is forecast to grow 3.8%, compared to a 10% growth forecast for the Commercial Services industry in Germany.
Is New 90 Day High Low • Nov 28New 90-day high: €6.95The company is up 2.0% from its price of €6.80 on 28 August 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Commercial Services industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.42 per share.
Recent Insider Transactions • Nov 17Independent Non-Executive Director recently bought €73k worth of stockOn the 12th of November, Nora Scheinkestel bought around 11k shares on-market at roughly €6.72 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €175k more in shares than they have sold in the last 12 months.
Is New 90 Day High Low • Oct 24New 90-day low: €6.10The company is down 5.0% from its price of €6.40 on 24 July 2020. The German market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Commercial Services industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.52 per share.
Is New 90 Day High Low • Oct 02New 90-day low: €6.15The company is down 7.0% from its price of €6.60 on 03 July 2020. The German market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Commercial Services industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.45 per share.
