Breedon Group 過去の業績
過去 基準チェック /26
Breedon 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 減少しています。収益は、平均年間8.2% 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 | 11.41% |
| 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
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...
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...収支内訳
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
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Dec 25 | 1,714 | 84 | 297 | 0 |
| 30 Sep 25 | 1,671 | 87 | 283 | 0 |
| 30 Jun 25 | 1,628 | 90 | 268 | 0 |
| 31 Mar 25 | 1,602 | 93 | 258 | 0 |
| 31 Dec 24 | 1,576 | 96 | 247 | 0 |
| 30 Sep 24 | 1,543 | 96 | 236 | 0 |
| 30 Jun 24 | 1,509 | 96 | 226 | 0 |
| 31 Mar 24 | 1,498 | 101 | 217 | 0 |
| 31 Dec 23 | 1,488 | 106 | 208 | 0 |
| 30 Sep 23 | 1,478 | 106 | 76 | 0 |
| 30 Jun 23 | 1,468 | 107 | -56 | 0 |
| 31 Mar 23 | 1,432 | 110 | -28 | 0 |
| 31 Dec 22 | 1,396 | 113 | 0 | 0 |
| 30 Sep 22 | 1,350 | 108 | 157 | 0 |
| 30 Jun 22 | 1,303 | 104 | 315 | 0 |
| 31 Mar 22 | 1,268 | 91 | 308 | 0 |
| 31 Dec 21 | 1,233 | 79 | 302 | 0 |
| 30 Sep 21 | 1,213 | 75 | 292 | 0 |
| 30 Jun 21 | 1,194 | 71 | 281 | 0 |
| 31 Mar 21 | 1,062 | 52 | 255 | 0 |
| 31 Dec 20 | 929 | 34 | 230 | 0 |
| 30 Sep 20 | 873 | 33 | 224 | 0 |
| 30 Jun 20 | 818 | 32 | 219 | 0 |
| 31 Mar 20 | 874 | 55 | 225 | 0 |
| 31 Dec 19 | 930 | 78 | 231 | 0 |
| 30 Sep 19 | 931 | 76 | 227 | 0 |
| 30 Jun 19 | 932 | 73 | 224 | 0 |
| 31 Mar 19 | 897 | 69 | 216 | 0 |
| 31 Dec 18 | 863 | 65 | 208 | 0 |
| 30 Sep 18 | 784 | 60 | 191 | 0 |
| 30 Jun 18 | 705 | 55 | 173 | 0 |
| 31 Mar 18 | 678 | 56 | 170 | 0 |
| 31 Dec 17 | 652 | 57 | 166 | 0 |
| 30 Sep 17 | 635 | 51 | 165 | 0 |
| 30 Jun 17 | 618 | 45 | 164 | 0 |
| 31 Mar 17 | 536 | 41 | 141 | 0 |
| 31 Dec 16 | 455 | 37 | 118 | 0 |
| 30 Sep 16 | 388 | 32 | 96 | 0 |
| 30 Jun 16 | 321 | 28 | 74 | 0 |
| 31 Mar 16 | 320 | 26 | 72 | 0 |
| 31 Dec 15 | 318 | 25 | 70 | 0 |
| 30 Sep 15 | 312 | 24 | 67 | 0 |
| 30 Jun 15 | 305 | 24 | 64 | 0 |
質の高い収益: BREEは 高品質の収益 を持っています。
利益率の向上: BREE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: BREE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: BREE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: BREE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 ( -26.2% ) と比較することが困難です。
株主資本利益率
高いROE: BREE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
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 14:47 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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 Patki | Barclays |
| Emily Biddulph | Barclays |
| Robert Chantry | Berenberg |