View Future GrowthBreedon Group 過去の業績過去 基準チェック /26Breedon Groupは、平均年間6.6%の収益成長を遂げていますが、 Basic Materials業界の収益は、年間 成長しています。収益は、平均年間1% 9%収益成長率で 成長しています。 Breedon Groupの自己資本利益率は7%であり、純利益率は4.9%です。主要情報6.56%収益成長率6.12%EPS成長率Basic Materials 業界の成長8.23%収益成長率9.03%株主資本利益率7.01%ネット・マージン4.89%次回の業績アップデート29 Jul 2026最近の業績更新お知らせ • Apr 29Breedon Group plc to Report First Half, 2026 Results on Jul 29, 2026Breedon Group plc announced that they will report first half, 2026 results on Jul 29, 2026お知らせ • Jan 30Breedon Group plc to Report Fiscal Year 2025 Results on Mar 11, 2026Breedon Group plc announced that they will report fiscal year 2025 results at 7:00 AM, Coordinated Universal Time on Mar 11, 2026お知らせ • Feb 26Breedon Group plc to Report First Half, 2025 Results on Jul 23, 2025Breedon Group plc announced that they will report first half, 2025 results on Jul 23, 2025お知らせ • Feb 04Breedon Group plc to Report Fiscal Year 2024 Results on Mar 05, 2025Breedon Group plc announced that they will report fiscal year 2024 results at 7:00 AM, Coordinated Universal Time on Mar 05, 2025Reported Earnings • Jul 25First half 2024 earnings released: EPS: UK£0.10 (vs UK£0.13 in 1H 2023)First half 2024 results: EPS: UK£0.10 (down from UK£0.13 in 1H 2023). Revenue: UK£764.6m (up 2.9% from 1H 2023). Net income: UK£34.1m (down 22% from 1H 2023). Profit margin: 4.5% (down from 5.9% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Apr 24Breedon Group plc to Report First Half, 2024 Results on Jul 24, 2024Breedon Group plc announced that they will report first half, 2024 results on Jul 24, 2024すべての更新を表示Recent updatesUpcoming Dividend • May 21Upcoming dividend of UK£0.10 per shareEligible shareholders must have bought the stock before 28 May 2026. Payment date: 10 July 2026. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 5.2%. Within top quartile of German dividend payers (4.5%). Higher than average of industry peers (2.1%).Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Pauline Lafferty was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 29Breedon Group plc to Report First Half, 2026 Results on Jul 29, 2026Breedon Group plc announced that they will report first half, 2026 results on Jul 29, 2026お知らせ • Mar 24Breedon Group plc, Annual General Meeting, Apr 29, 2026Breedon Group plc, Annual General Meeting, Apr 29, 2026. Location: pinnacle house, breedon quarry, breedon on the hill, derby, de73 8ap, United Kingdomお知らせ • Mar 11Breedon Group plc Recommends Final Dividend for the Year 2025, Payable on 10 July 2026Breedon Group plc announced that reflecting the Group's strong cash generation, the Board intends to recommend a total dividend of 15.00 pence (2024: 14.50 pence), subject to shareholder approval at the AGM. This represents a payout ratio of 47%, slightly ahead of through the cycle guidance of 40%. Since starting to pay a dividend in 2021, the company declared around £210 million of cash dividends to shareholders. An interim dividend of 4.75 pence (2024: 4.50 pence) was paid on 7 November 2025 and a final dividend of 10.25 pence per ordinary share for the year 2025 will be paid on 10 July 2026 to shareholders who are on the Register of Members at the close of business on 29 May 2026. The ex-dividend date is 28 May 2026. The latest date for registering for the Company's DRIP is 19 June 2026; further details of how to join the DRIP are available on the Company's website.お知らせ • Jan 30Breedon Group plc to Report Fiscal Year 2025 Results on Mar 11, 2026Breedon Group plc announced that they will report fiscal year 2025 results at 7:00 AM, Coordinated Universal Time on Mar 11, 2026お知らせ • Dec 26Breedon Group plc (LSE:BREE) agreed to acquire Booth Precast Products Limited.Breedon Group plc (LSE:BREE) agreed to acquire Booth Precast Products Limited on December 24, 2025. The transaction is subject to Irish competition approval and is expected to close during the first half of 2026.お知らせ • Jul 25Breedon Group plc Announces Interim Dividend, Payable on 7 November 2025Breedon Group plc announced an increased interim dividend of 4.75 pence per share (H1 2024: 4.50 pence per share). This represents a 6% increase compared with H1 2024 and equates to a dividend payout ratio of 42%, in line with the full year and slightly ahead of financial framework target of 40%. The cash cost of the interim dividend will be c. £17 million (H1 2024: £16 million). The dividend will be paid on 7 November 2025 to shareholders who are on the Register of Members at the close of business on 3 October 2025. The ex-dividend date is 2 October 2025.お知らせ • Mar 17Breedon Group plc, Annual General Meeting, Apr 29, 2025Breedon Group plc, Annual General Meeting, Apr 29, 2025. Location: pinnacle house, breedon quarry, breedon on the hill, derby, de73 8ap, United Kingdomお知らせ • Mar 07+ 1 more updateBreedon Group plc (LSE:BREE) completed the acquisition of Lionmark Construction Companies Llc from its senior operational management team.Breedon Group plc (LSE:BREE) acquired Lionmark Construction Companies Llc from its senior operational management team for approximately $240 million on March 5, 2025. A cash consideration of $226 million will be paid by Breedon Group plc, subject to customary adjustments and retentions. Additionally, Breedon will issue 2.1 million of its common equity to the vendors. The cash consideration is being funded by way of a draw down under Breedon's existing multicurrency Revolving Credit Facility. Following the transaction, the majority of the senior operational management team will remain with the business. For the period ending November 30, 2024, Lionmark Construction Companies Llc reported total revenue of $246 million and EBITDA of $31 million. The expected completion of the transaction is March 7, 2025, subject to customary closing conditions. Lewis Rice LLC acted as legal advisor for Breedon Group plc. Breedon Group plc (LSE:BREE) completed the acquisition of Lionmark Construction Companies Llc from its senior operational management team on March 6, 2025.お知らせ • Feb 26Breedon Group plc to Report First Half, 2025 Results on Jul 23, 2025Breedon Group plc announced that they will report first half, 2025 results on Jul 23, 2025お知らせ • Feb 04Breedon Group plc to Report Fiscal Year 2024 Results on Mar 05, 2025Breedon Group plc announced that they will report fiscal year 2024 results at 7:00 AM, Coordinated Universal Time on Mar 05, 2025Upcoming Dividend • Sep 19Upcoming dividend of UK£0.045 per shareEligible shareholders must have bought the stock before 26 September 2024. Payment date: 01 November 2024. Payout ratio is a comfortable 50% and the cash payout ratio is 94%. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (3.3%).Reported Earnings • Jul 25First half 2024 earnings released: EPS: UK£0.10 (vs UK£0.13 in 1H 2023)First half 2024 results: EPS: UK£0.10 (down from UK£0.13 in 1H 2023). Revenue: UK£764.6m (up 2.9% from 1H 2023). Net income: UK£34.1m (down 22% from 1H 2023). Profit margin: 4.5% (down from 5.9% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.New Risk • Jul 25New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 42% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (42% net debt to equity). Dividend is not well covered by cash flows (94% cash payout ratio).Board Change • May 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. 5 experienced directors. 1 highly experienced director. Independent Non-Executive Director Pauline Lafferty was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 24Breedon Group plc to Report First Half, 2024 Results on Jul 24, 2024Breedon Group plc announced that they will report first half, 2024 results on Jul 24, 2024Declared Dividend • Mar 20Final dividend of UK£0.095 announcedShareholders will receive a dividend of UK£0.095. Ex-date: 4th April 2024 Payment date: 17th May 2024 Dividend yield will be 3.3%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (43% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 39% per year over the past 3 years. However, payments have been volatile during that time. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 20Breedon Group plc, Annual General Meeting, Apr 24, 2024Breedon Group plc, Annual General Meeting, Apr 24, 2024, at 14:00 Coordinated Universal Time. Location: Pinnacle House, Breedon Quarry, Breedon on the Hill, Derby DE73 8AP Derby United Kingdomお知らせ • Mar 08Breedon Group plc Approves Full-Year Dividend the Year 2023Subject to shareholder approval, Breedon Group plc intend to pay a dividend in respect of the 2023 financial results of 13.5 pence, an increase of 29% from 2022 (10.5 pence).お知らせ • Mar 07+ 1 more updateBreedon Group plc (LSE:BREE) agreed to acquire BMC Enterprises, Inc. for $300 million.Breedon Group plc (LSE:BREE) agreed to acquire BMC Enterprises, Inc. for $300 million on March 6, 2024. The consideration consists of $285 million in cash and $15 million in common equity. $285m payable in cash on completion, subject to customary adjustments and retentions, funded through a draw down on Breedon's existing Revolving Credit Facility. In the twelve months ended October 31, 2023, BMC recorded unaudited Revenue of $178.9 million, unaudited gross assets of $168.2 million and unaudited adjusted EBITDA of $35.5 million. Completion is expected to occur by March 7, 2024, subject to customary closing conditions. Mike Krigbaum and Brandon Parris of Morrison & Foerster acted as legal adviser, and Mark Aedy, Chris Raff, Andrew Welby of Moelis and Company UK LLP is acted as a exclusive financial advisor to Breedon Group plc. Reg Hoare, Rachel Farrington, Charles Hirst of MHP acted as Public relations adviser in the transaction.お知らせ • Feb 06Breedon Group plc to Report Fiscal Year 2023 Results on Mar 06, 2024Breedon Group plc announced that they will report fiscal year 2023 results at 7:00 AM, Coordinated Universal Time on Mar 06, 2024Reported Earnings • Jul 27First half 2023 earnings released: EPS: UK£0.13 (vs UK£0.14 in 1H 2022)First half 2023 results: EPS: UK£0.13 (down from UK£0.14 in 1H 2022). Revenue: UK£742.7m (up 11% from 1H 2022). Net income: UK£43.9m (down 11% from 1H 2022). Profit margin: 5.9% (down from 7.3% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Jul 27Breedon Group plc Announces an Interim DividendThe board of Breedon Group plc intend to pay an interim dividend of 4.0 pence (first half 2022 restated: 3.5 pence), an increase of 14% and significantly ahead of earnings.お知らせ • May 19+ 2 more updatesBreedon Group plc (LSE:BREE) acquired Robinson Quarry Masters Limited.Breedon Group plc (LSE:BREE) acquired Robinson Quarry Masters Limited on May 18, 2023. Breedon Group plc (LSE:BREE) completed the acquisition of Robinson Quarry Masters Limited on May 18, 2023.収支内訳Breedon Group の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史DB:CQB0 収益、費用、利益 ( )GBP Millions日付収益収益G+A経費研究開発費31 Dec 251,71484297030 Sep 251,67187283030 Jun 251,62890268031 Mar 251,60293258031 Dec 241,57696247030 Sep 241,54396236030 Jun 241,50996226031 Mar 241,498101217031 Dec 231,488106208030 Sep 231,47810676030 Jun 231,468107-56031 Mar 231,432110-28031 Dec 221,3961130030 Sep 221,350108157030 Jun 221,303104315031 Mar 221,26891308031 Dec 211,23379302030 Sep 211,21375292030 Jun 211,19471281031 Mar 211,06252255031 Dec 2092934230030 Sep 2087333224030 Jun 2081832219031 Mar 2087455225031 Dec 1993078231030 Sep 1993176227030 Jun 1993273224031 Mar 1989769216031 Dec 1886365208030 Sep 1878460191030 Jun 1870555173031 Mar 1867856170031 Dec 1765257166030 Sep 1763551165030 Jun 1761845164031 Mar 1753641141031 Dec 1645537118030 Sep 163883296030 Jun 163212874031 Mar 163202672031 Dec 153182570030 Sep 153122467030 Jun 1530524640質の高い収益: CQB0は 高品質の収益 を持っています。利益率の向上: CQB0の現在の純利益率 (4.9%)は、昨年(6.1%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: CQB0の収益は過去 5 年間で年間6.6%増加しました。成長の加速: CQB0は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: CQB0は過去 1 年間で収益成長率がマイナス ( -12.9% ) となったため、 Basic Materials業界平均 ( -2.5% ) と比較することが困難です。株主資本利益率高いROE: CQB0の 自己資本利益率 ( 7% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health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 05:12終値2026/05/22 00:00収益2025/12/31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Breedon Group plc 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。22 アナリスト機関Emily BiddulphBarclaysRajesh PatkiBarclaysRobert ChantryBerenberg19 その他のアナリストを表示
お知らせ • Apr 29Breedon Group plc to Report First Half, 2026 Results on Jul 29, 2026Breedon Group plc announced that they will report first half, 2026 results on Jul 29, 2026
お知らせ • Jan 30Breedon Group plc to Report Fiscal Year 2025 Results on Mar 11, 2026Breedon Group plc announced that they will report fiscal year 2025 results at 7:00 AM, Coordinated Universal Time on Mar 11, 2026
お知らせ • Feb 26Breedon Group plc to Report First Half, 2025 Results on Jul 23, 2025Breedon Group plc announced that they will report first half, 2025 results on Jul 23, 2025
お知らせ • Feb 04Breedon Group plc to Report Fiscal Year 2024 Results on Mar 05, 2025Breedon Group plc announced that they will report fiscal year 2024 results at 7:00 AM, Coordinated Universal Time on Mar 05, 2025
Reported Earnings • Jul 25First half 2024 earnings released: EPS: UK£0.10 (vs UK£0.13 in 1H 2023)First half 2024 results: EPS: UK£0.10 (down from UK£0.13 in 1H 2023). Revenue: UK£764.6m (up 2.9% from 1H 2023). Net income: UK£34.1m (down 22% from 1H 2023). Profit margin: 4.5% (down from 5.9% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Apr 24Breedon Group plc to Report First Half, 2024 Results on Jul 24, 2024Breedon Group plc announced that they will report first half, 2024 results on Jul 24, 2024
Upcoming Dividend • May 21Upcoming dividend of UK£0.10 per shareEligible shareholders must have bought the stock before 28 May 2026. Payment date: 10 July 2026. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 5.2%. Within top quartile of German dividend payers (4.5%). Higher than average of industry peers (2.1%).
Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Pauline Lafferty was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 29Breedon Group plc to Report First Half, 2026 Results on Jul 29, 2026Breedon Group plc announced that they will report first half, 2026 results on Jul 29, 2026
お知らせ • Mar 24Breedon Group plc, Annual General Meeting, Apr 29, 2026Breedon Group plc, Annual General Meeting, Apr 29, 2026. Location: pinnacle house, breedon quarry, breedon on the hill, derby, de73 8ap, United Kingdom
お知らせ • Mar 11Breedon Group plc Recommends Final Dividend for the Year 2025, Payable on 10 July 2026Breedon Group plc announced that reflecting the Group's strong cash generation, the Board intends to recommend a total dividend of 15.00 pence (2024: 14.50 pence), subject to shareholder approval at the AGM. This represents a payout ratio of 47%, slightly ahead of through the cycle guidance of 40%. Since starting to pay a dividend in 2021, the company declared around £210 million of cash dividends to shareholders. An interim dividend of 4.75 pence (2024: 4.50 pence) was paid on 7 November 2025 and a final dividend of 10.25 pence per ordinary share for the year 2025 will be paid on 10 July 2026 to shareholders who are on the Register of Members at the close of business on 29 May 2026. The ex-dividend date is 28 May 2026. The latest date for registering for the Company's DRIP is 19 June 2026; further details of how to join the DRIP are available on the Company's website.
お知らせ • Jan 30Breedon Group plc to Report Fiscal Year 2025 Results on Mar 11, 2026Breedon Group plc announced that they will report fiscal year 2025 results at 7:00 AM, Coordinated Universal Time on Mar 11, 2026
お知らせ • Dec 26Breedon Group plc (LSE:BREE) agreed to acquire Booth Precast Products Limited.Breedon Group plc (LSE:BREE) agreed to acquire Booth Precast Products Limited on December 24, 2025. The transaction is subject to Irish competition approval and is expected to close during the first half of 2026.
お知らせ • Jul 25Breedon Group plc Announces Interim Dividend, Payable on 7 November 2025Breedon Group plc announced an increased interim dividend of 4.75 pence per share (H1 2024: 4.50 pence per share). This represents a 6% increase compared with H1 2024 and equates to a dividend payout ratio of 42%, in line with the full year and slightly ahead of financial framework target of 40%. The cash cost of the interim dividend will be c. £17 million (H1 2024: £16 million). The dividend will be paid on 7 November 2025 to shareholders who are on the Register of Members at the close of business on 3 October 2025. The ex-dividend date is 2 October 2025.
お知らせ • Mar 17Breedon Group plc, Annual General Meeting, Apr 29, 2025Breedon Group plc, Annual General Meeting, Apr 29, 2025. Location: pinnacle house, breedon quarry, breedon on the hill, derby, de73 8ap, United Kingdom
お知らせ • Mar 07+ 1 more updateBreedon Group plc (LSE:BREE) completed the acquisition of Lionmark Construction Companies Llc from its senior operational management team.Breedon Group plc (LSE:BREE) acquired Lionmark Construction Companies Llc from its senior operational management team for approximately $240 million on March 5, 2025. A cash consideration of $226 million will be paid by Breedon Group plc, subject to customary adjustments and retentions. Additionally, Breedon will issue 2.1 million of its common equity to the vendors. The cash consideration is being funded by way of a draw down under Breedon's existing multicurrency Revolving Credit Facility. Following the transaction, the majority of the senior operational management team will remain with the business. For the period ending November 30, 2024, Lionmark Construction Companies Llc reported total revenue of $246 million and EBITDA of $31 million. The expected completion of the transaction is March 7, 2025, subject to customary closing conditions. Lewis Rice LLC acted as legal advisor for Breedon Group plc. Breedon Group plc (LSE:BREE) completed the acquisition of Lionmark Construction Companies Llc from its senior operational management team on March 6, 2025.
お知らせ • Feb 26Breedon Group plc to Report First Half, 2025 Results on Jul 23, 2025Breedon Group plc announced that they will report first half, 2025 results on Jul 23, 2025
お知らせ • Feb 04Breedon Group plc to Report Fiscal Year 2024 Results on Mar 05, 2025Breedon Group plc announced that they will report fiscal year 2024 results at 7:00 AM, Coordinated Universal Time on Mar 05, 2025
Upcoming Dividend • Sep 19Upcoming dividend of UK£0.045 per shareEligible shareholders must have bought the stock before 26 September 2024. Payment date: 01 November 2024. Payout ratio is a comfortable 50% and the cash payout ratio is 94%. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (3.3%).
Reported Earnings • Jul 25First half 2024 earnings released: EPS: UK£0.10 (vs UK£0.13 in 1H 2023)First half 2024 results: EPS: UK£0.10 (down from UK£0.13 in 1H 2023). Revenue: UK£764.6m (up 2.9% from 1H 2023). Net income: UK£34.1m (down 22% from 1H 2023). Profit margin: 4.5% (down from 5.9% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
New Risk • Jul 25New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 42% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (42% net debt to equity). Dividend is not well covered by cash flows (94% cash payout ratio).
Board Change • May 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. 5 experienced directors. 1 highly experienced director. Independent Non-Executive Director Pauline Lafferty was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 24Breedon Group plc to Report First Half, 2024 Results on Jul 24, 2024Breedon Group plc announced that they will report first half, 2024 results on Jul 24, 2024
Declared Dividend • Mar 20Final dividend of UK£0.095 announcedShareholders will receive a dividend of UK£0.095. Ex-date: 4th April 2024 Payment date: 17th May 2024 Dividend yield will be 3.3%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (43% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 39% per year over the past 3 years. However, payments have been volatile during that time. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 20Breedon Group plc, Annual General Meeting, Apr 24, 2024Breedon Group plc, Annual General Meeting, Apr 24, 2024, at 14:00 Coordinated Universal Time. Location: Pinnacle House, Breedon Quarry, Breedon on the Hill, Derby DE73 8AP Derby United Kingdom
お知らせ • Mar 08Breedon Group plc Approves Full-Year Dividend the Year 2023Subject to shareholder approval, Breedon Group plc intend to pay a dividend in respect of the 2023 financial results of 13.5 pence, an increase of 29% from 2022 (10.5 pence).
お知らせ • Mar 07+ 1 more updateBreedon Group plc (LSE:BREE) agreed to acquire BMC Enterprises, Inc. for $300 million.Breedon Group plc (LSE:BREE) agreed to acquire BMC Enterprises, Inc. for $300 million on March 6, 2024. The consideration consists of $285 million in cash and $15 million in common equity. $285m payable in cash on completion, subject to customary adjustments and retentions, funded through a draw down on Breedon's existing Revolving Credit Facility. In the twelve months ended October 31, 2023, BMC recorded unaudited Revenue of $178.9 million, unaudited gross assets of $168.2 million and unaudited adjusted EBITDA of $35.5 million. Completion is expected to occur by March 7, 2024, subject to customary closing conditions. Mike Krigbaum and Brandon Parris of Morrison & Foerster acted as legal adviser, and Mark Aedy, Chris Raff, Andrew Welby of Moelis and Company UK LLP is acted as a exclusive financial advisor to Breedon Group plc. Reg Hoare, Rachel Farrington, Charles Hirst of MHP acted as Public relations adviser in the transaction.
お知らせ • Feb 06Breedon Group plc to Report Fiscal Year 2023 Results on Mar 06, 2024Breedon Group plc announced that they will report fiscal year 2023 results at 7:00 AM, Coordinated Universal Time on Mar 06, 2024
Reported Earnings • Jul 27First half 2023 earnings released: EPS: UK£0.13 (vs UK£0.14 in 1H 2022)First half 2023 results: EPS: UK£0.13 (down from UK£0.14 in 1H 2022). Revenue: UK£742.7m (up 11% from 1H 2022). Net income: UK£43.9m (down 11% from 1H 2022). Profit margin: 5.9% (down from 7.3% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Jul 27Breedon Group plc Announces an Interim DividendThe board of Breedon Group plc intend to pay an interim dividend of 4.0 pence (first half 2022 restated: 3.5 pence), an increase of 14% and significantly ahead of earnings.
お知らせ • May 19+ 2 more updatesBreedon Group plc (LSE:BREE) acquired Robinson Quarry Masters Limited.Breedon Group plc (LSE:BREE) acquired Robinson Quarry Masters Limited on May 18, 2023. Breedon Group plc (LSE:BREE) completed the acquisition of Robinson Quarry Masters Limited on May 18, 2023.