Breedon Group plc

LSE:BREE 株式レポート

時価総額：UK£995.5m

Breedon Group 将来の成長

Future 基準チェック /26

Breedon Group利益と収益がそれぞれ年間13.1%と3.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に9.6% 12.6%なると予測されています。

主要情報

13.1%

収益成長率

12.60%

EPS成長率

Basic Materials 収益成長20.9%
収益成長率3.9%
将来の株主資本利益率9.63%
アナリストカバレッジ

Good

最終更新日01 May 2026

今後の成長に関する最新情報

分析記事 • Jul 29

Here's What Analysts Are Forecasting For Breedon Group plc (LON:BREE) After Its Half-Year Results

As you might know, Breedon Group plc ( LON:BREE ) recently reported its half-year numbers. Results overall were...

Recent updates

ナラティブの更新 • May 15

BREE: Future Upside Will Rely On Dividend Discipline As Cautious Sentiment Evolves

Narrative Update on Breedon Group Analysts have trimmed their average price target for Breedon Group to around £4.20, down from about £4.33. This reflects slightly more cautious assumptions on discount rate, revenue growth and future P/E, partly offset by a modestly firmer profit margin outlook and a series of recent target cuts from Deutsche Bank, RBC Capital and Barclays, alongside a neutral initiation at BNP Paribas.
ナラティブの更新 • Apr 20

BREE: Future Upside Will Rely On Dividend Discipline And Payout Commitment

Analysts have trimmed their price targets for Breedon Group to a range of about £4.50 to £5.00 from £5.00 to £5.25, reflecting updated assumptions on discount rate, revenue growth and future P/E, while maintaining a broadly constructive view on the shares. Analyst Commentary Recent research has focused on recalibrating valuation assumptions for Breedon Group, with price targets now grouped in the £4.50 to £5.00 range.
新しいナラティブ • Apr 11

US Midwest Expansion And Infrastructure Funding Will Underpin Long Term Earnings Resilience

Catalysts About Breedon Group Breedon Group is a vertically integrated construction materials company supplying aggregates, asphalt, cement, concrete and surfacing services across Great Britain, Ireland and the U.S. Midwest. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 • Apr 04

BREE: Future Upside Will Depend On Margin Discipline And Dividend Payout Policy

The analyst price target for Breedon Group has been trimmed from £5.25 to £5.00. Analysts cited updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E, consistent with recent target reductions to £5.00 and £4.50 from the Street.
新しいナラティブ • Mar 27

Infrastructure Tailwinds And Decarbonization Efforts Will Support Stable But Uneven Earnings

Catalysts About Breedon Group Breedon Group is a construction materials company supplying aggregates, asphalt, cement, ready-mix concrete and surfacing services across GB, Ireland and the U.S. Midwest. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 • Mar 20

BREE: Future Upside Will Rely On Higher Margins And Dividend Discipline

Analysts have trimmed their average price target on Breedon Group by £0.07 to reflect slightly lower assumed revenue growth and a modestly reduced future P/E, even though projected profit margins have been revised higher and discount rate assumptions have eased. Analyst Commentary Recent research updates show price targets on Breedon Group being reset lower, while ratings such as Outperform and Overweight are maintained.
ナラティブの更新 • Mar 06

BREE: Future Upside Will Rely On Stable Margins And One P/E Reset

Analysts have trimmed their price target for Breedon Group to around £4.50 per share from about £5.00, reflecting updated assumptions for fair value and discount rates while maintaining a constructive stance on the shares. Analyst Commentary Bullish analysts see the revised £4.50 price target as still implying room for upside, even after updating their assumptions on fair value and discount rates.
ナラティブの更新 • Feb 20

BREE: Future Upside Will Rely On Stable Margins And One P/E Reset

Analysts have nudged their price target for Breedon Group higher to £4.52, reflecting small adjustments in their assumptions for the discount rate, revenue growth, profit margin and future P/E expectations. Valuation Changes Fair Value: £4.52 per share is unchanged, with the updated fair value remaining aligned to the previous estimate.
ナラティブの更新 • Feb 06

BREE: Future Upside Will Rely On Stable Margins And Higher P E Multiple

Analysts have nudged their price target on Breedon Group slightly higher to reflect updated assumptions around discount rates, revenue growth, profit margins and future P/E, while keeping fair value broadly in line with previous estimates. Valuation Changes Fair Value: Fair value per share is unchanged at £4.52, indicating only minimal impact from the updated inputs.
ナラティブの更新 • Jan 23

BREE: Future Upside Will Rely On Stable Margins And Lower Required Returns

Analysts have modestly adjusted their price target for Breedon Group, reflecting slightly updated assumptions around the discount rate, revenue growth, profit margins and future P/E, while keeping their fair value estimate steady at £4.52 per share. Valuation Changes Fair Value: The fair value estimate is unchanged at £4.52 per share.
ナラティブの更新 • Jan 08

BREE: Future Upside Will Rely On Steady Execution After Price Cut

Analysts have trimmed their price target on Breedon Group to £3.60 from £4.10. This reflects updated views on the shares while retaining broadly cautious commentary.
ナラティブの更新 • Dec 18

BREE: Future Upside Will Depend On Margin Recovery From Near Term Pressures

Analysts have trimmed their price target for Breedon Group from £4.10 to £3.60. This reflects modestly softer profit margin expectations and a slightly lower discount rate, while growth and valuation assumptions remain broadly steady.
ナラティブの更新 • Dec 04

BREE: Future Upside May Emerge As Margins Gradually Stabilise

Analysts have modestly reduced their price target on Breedon Group, trimming fair value by roughly 6 percent to about £4.52 per share as they factor in slightly slower expected revenue growth and softer profit margins, even as they acknowledge a higher future P E multiple. Analyst Commentary Bullish Takeaways Bullish analysts note that, despite the lower price target, the revised fair value still implies upside from current levels, reflecting confidence in Breedon Group's long term earnings power.
ナラティブの更新 • Nov 20

BREE: Share Price Could Rebound As Resilient Operations Offset Market Risks

Narrative Update: Breedon Group Price Target Adjustment Analysts have reduced their price target for Breedon Group from £4.10 to £3.60. This change reflects slightly lower forecasts for revenue growth and profit margins, as well as a higher projected discount rate.
分析記事 • Oct 29

Breedon Group (LON:BREE) Takes On Some Risk With Its Use Of Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Sep 23

Breedon Group's (LON:BREE) Dividend Will Be £0.0475

The board of Breedon Group plc ( LON:BREE ) has announced that it will pay a dividend on the 7th of November, with...
分析記事 • Aug 14

Breedon Group (LON:BREE) Has Announced A Dividend Of £0.0475

The board of Breedon Group plc ( LON:BREE ) has announced that it will pay a dividend of £0.0475 per share on the 7th...
分析記事 • Apr 22

We Think The Compensation For Breedon Group plc's (LON:BREE) CEO Looks About Right

Key Insights Breedon Group will host its Annual General Meeting on 29th of April CEO Rob Wood's total compensation...
分析記事 • Apr 02

These 4 Measures Indicate That Breedon Group (LON:BREE) Is Using Debt Reasonably Well

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Mar 18

Breedon Group (LON:BREE) Has Announced That It Will Be Increasing Its Dividend To £0.10

The board of Breedon Group plc ( LON:BREE ) has announced that it will be increasing its dividend by 5.3% on the 16th...
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新しいナラティブ • Mar 09

Investments In Lionmark And Peak Cluster Will Improve Future Market Position

U.S. market expansion and strategic acquisitions enhance Breedon's revenue prospects and stabilize earnings across varying economic conditions.
分析記事 • Feb 26

Breedon Group plc (LON:BREE) Shares Could Be 42% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Breedon Group fair value estimate is UK£7.45 Breedon Group's...
分析記事 • Jan 20

What Does Breedon Group plc's (LON:BREE) Share Price Indicate?

While Breedon Group plc ( LON:BREE ) might not have the largest market cap around , it saw significant share price...
分析記事 • Dec 10

Is Breedon Group (LON:BREE) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Sep 20

Is Breedon Group plc (LON:BREE) Trading At A 48% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Breedon Group fair value estimate is UK£8.23 Current share...
分析記事 • Aug 24

When Should You Buy Breedon Group plc (LON:BREE)?

Breedon Group plc ( LON:BREE ), might not be a large cap stock, but it saw a double-digit share price rise of over 10...
分析記事 • Aug 03

Some May Be Optimistic About Breedon Group's (LON:BREE) Earnings

Shareholders appeared unconcerned with Breedon Group plc's ( LON:BREE ) lackluster earnings report last week. Our...
分析記事 • May 21

Is Breedon Group (LON:BREE) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • May 01

Breedon Group plc's (LON:BREE) Business And Shares Still Trailing The Market

Breedon Group plc's ( LON:BREE ) price-to-earnings (or "P/E") ratio of 11.8x might make it look like a buy right now...
分析記事 • Apr 10

Are Investors Undervaluing Breedon Group plc (LON:BREE) By 46%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Breedon Group fair value estimate is UK£6.86 Breedon Group's...
分析記事 • Mar 21

Breedon Group's (LON:BREE) Dividend Will Be Increased To £0.095

The board of Breedon Group plc ( LON:BREE ) has announced that it will be paying its dividend of £0.095 on the 17th of...
分析記事 • Mar 06

Why Breedon Group plc (LON:BREE) Could Be Worth Watching

Breedon Group plc ( LON:BREE ), might not be a large cap stock, but it saw a double-digit share price rise of over 10...
分析記事 • Jan 06

Calculating The Intrinsic Value Of Breedon Group plc (LON:BREE)

Key Insights The projected fair value for Breedon Group is UK£4.08 based on 2 Stage Free Cash Flow to Equity Breedon...
分析記事 • Nov 28

Returns Are Gaining Momentum At Breedon Group (LON:BREE)

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
分析記事 • Oct 11

At UK£3.46, Is It Time To Put Breedon Group plc (LON:BREE) On Your Watch List?

Breedon Group plc ( LON:BREE ), might not be a large cap stock, but it received a lot of attention from a substantial...
分析記事 • Sep 28

Are Investors Undervaluing Breedon Group plc (LON:BREE) By 40%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Breedon Group fair value estimate is UK£5.50 Breedon Group is...
分析記事 • Jul 29

Here's What Analysts Are Forecasting For Breedon Group plc (LON:BREE) After Its Half-Year Results

As you might know, Breedon Group plc ( LON:BREE ) recently reported its half-year numbers. Results overall were...
分析記事 • Jul 06

Here's Why Breedon Group (LON:BREE) Has Caught The Eye Of Investors

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 • Jun 20

Are Investors Undervaluing Breedon Group plc (LON:BREE) By 38%?

Key Insights Breedon Group's estimated fair value is UK£5.53 based on 2 Stage Free Cash Flow to Equity Breedon Group is...
分析記事 • May 18

Slowing Rates Of Return At Breedon Group (LON:BREE) Leave Little Room For Excitement

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...

業績と収益の成長予測

LSE:BREE - アナリストの将来予測と過去の財務データ ( )GBP Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20281,91712711523810
12/31/20271,8291019522112
12/31/20261,765876719012
12/31/20251,71484106226N/A
9/30/20251,6718781208N/A
6/30/20251,6289056191N/A
3/31/20251,6029363196N/A
12/31/20241,5769670202N/A
9/30/20241,5439660184N/A
6/30/20241,5099649167N/A
3/31/20241,49810167179N/A
12/31/20231,48810685192N/A
9/30/20231,47810693199N/A
6/30/20231,468107101207N/A
3/31/20231,43211081187N/A
12/31/20221,39611361168N/A
9/30/20221,35010863164N/A
6/30/20221,30310464161N/A
3/31/20221,2689191177N/A
12/31/20211,23379117194N/A
9/30/20211,21375118175N/A
6/30/20211,19471118155N/A
3/31/20211,06252124162N/A
12/31/202092934130168N/A
9/30/202087333118164N/A
6/30/202081832107160N/A
3/31/20208745593148N/A
12/31/20199307880137N/A
9/30/201993176N/A142N/A
6/30/201993273N/A148N/A
3/31/201989769N/A141N/A
12/31/201886365N/A135N/A
9/30/201878460N/A116N/A
6/30/201870555N/A97N/A
3/31/201867856N/A99N/A
12/31/201765257N/A101N/A
9/30/201763551N/A87N/A
6/30/201761845N/A73N/A
3/31/201753641N/A70N/A
12/31/201645537N/A68N/A
9/30/201638832N/A63N/A
6/30/201632128N/A58N/A
3/31/201632026N/A56N/A
12/31/201531825N/A54N/A
9/30/201531224N/A47N/A
6/30/201530524N/A39N/A

アナリストによる今後の成長予測

収入対貯蓄率: BREEの予測収益成長率 (年間13.1% ) は 貯蓄率 ( 3.4% ) を上回っています。

収益対市場: BREEの収益 ( 13.1% ) はUK市場 ( 11.5% ) よりも速いペースで成長すると予測されています。

高成長収益: BREEの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: BREEの収益 ( 3.9% ) UK市場 ( 4.5% ) よりも低い成長が予測されています。

高い収益成長: BREEの収益 ( 3.9% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: BREEの 自己資本利益率 は、3年後には低くなると予測されています ( 9.6 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/21 17:36
終値2026/05/21 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
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

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
Rajesh PatkiBarclays
Emily BiddulphBarclays
Robert ChantryBerenberg