View Financial HealthBrambles 배당 및 자사주 매입배당 기준 점검 4/6Brambles 수익으로 충분히 충당되는 현재 수익률 3.42% 보유한 배당금 지급 회사입니다.핵심 정보3.4%배당 수익률2.3%자사주 매입 수익률총 주주 수익률5.7%미래 배당 수익률3.9%배당 성장률6.7%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향65%최근 배당 및 자사주 매입 업데이트공시 • 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.Declared Dividend • Feb 21First half dividend of AU$0.33 announcedShareholders will receive a dividend of AU$0.33. Ex-date: 11th March 2026 Payment date: 9th April 2026 Dividend yield will be 2.7%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (67% cash payout ratio). The dividend has increased by an average of 9.0% 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.분석 기사 • Sep 08Brambles (ASX:BXB) Will Pay A Larger Dividend Than Last Year At $0.3196Brambles Limited ( ASX:BXB ) will increase its dividend from last year's comparable payment on the 8th of October to...분석 기사 • Aug 24Brambles (ASX:BXB) Will Pay A Larger Dividend Than Last Year At $0.3196The board of Brambles Limited ( ASX:BXB ) has announced that it will be paying its dividend of $0.3196 on the 8th of...Declared Dividend • Aug 23Final dividend of AU$0.32 announcedShareholders will receive a dividend of AU$0.32. Ex-date: 10th September 2025 Payment date: 8th October 2025 Dividend yield will be 2.4%, which is lower than the industry average of 2.8%. Sustainability & Growth Dividend is covered by both earnings (64% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • 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.모든 업데이트 보기Recent updates속보 • Jun 15Brambles Faces US$60 Million Challenge as Buyback Continues and Guidance CutBrambles continued its on-market share buyback, purchasing 44,130 shares on 11 June, with the program scheduled to run until 30 June 2027. The company flagged an earnings impact of about US$60 million tied to US pallet repair capacity constraints. Brambles has lowered its FY26 sales revenue and profit growth guidance and pointed to its 20 August full-year result as the next key update on operations and repair capacity issues. The key issue to watch is how quickly Brambles can address the US pallet repair bottlenecks, given the direct link the company has drawn between these constraints and an estimated US$60 million earnings impact. Investors may want to focus on the August result for detail on progress fixing the repair shortfall, the cost of any solutions, and whether the ongoing buyback remains a priority alongside these operational pressures.속보 • Jun 07Brambles Announces US$400 Million Buyback as US Pallet Operations Face BottlenecksBrambles has announced a new US$400m share buyback program following a recent guidance downgrade linked to issues in its US pallet repair network. The company is working to address operational bottlenecks by reallocating pallets, expanding repair capacity and using alternative providers. The share price fell about 25% on the downgrade, before rebounding 3.6% after touching a technical support level during broader market weakness. The key tension here is between short-term operational challenges in the US and management’s stated focus on pricing discipline and free cash flow, which it expects to improve by FY26. For you, the combination of a sizeable buyback and operational remediation efforts highlights both an intention to support shareholder returns and the execution risk that comes with fixing a large, complex pallet network.내러티브 업데이트 • Jun 03BXB: US Repair Reset And Buyback Will Shape A More Constructive OutlookAnalysts have reduced their fair value estimate for Brambles to A$21.40 from A$24.82, reflecting slightly lower assumptions for revenue growth, profit margins and future P/E multiples. At the same time, recent upgrades to Neutral and Buy highlight what they see as more reasonable and compelling valuation support after the stock's pullback.새로운 내러티브 • Jun 02Supply Chain Automation And Sustainability Will Support Stable Margins And Fairly Priced SharesCatalysts About Brambles Brambles operates a global pallet and reusable asset pooling business that supports fast moving consumer goods, retail and industrial supply chains. What are the underlying business or industry changes driving this perspective?공시 • 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.새로운 내러티브 • May 18Automation And Digital Supply Chain Solutions Will Drive Stronger Long Term Pallet DemandCatalysts About Brambles Brambles operates pooled pallet and reusable asset solutions that support supply chains across the Americas, Europe and Asia Pacific. What are the underlying business or industry changes driving this perspective?Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to AU$17.63, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 22x in the Commercial Services industry in Australia. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$32.73 per share.내러티브 업데이트 • May 10BXB: Legal Ruling And Dividend Outlook Will Shape A Measured Future ViewAnalysts have trimmed their average price target on Brambles to A$24.82 from A$26.06, reflecting slightly higher discount rate assumptions and very small tweaks to revenue growth, profit margin and future P/E inputs in their models. What's in the News The Federal Court issued a judgment in the shareholder class action relating to Brambles’ Fiscal Year 2017 guidance and medium term Fiscal Year 2019 targets, with some claims dismissed and others upheld for specific periods between August 18, 2016 and February 17, 2017 (Lawsuits & Legal Issues).내러티브 업데이트 • Apr 05BXB: Dividend Increase And Updated Guidance Will Support A Positive OutlookAnalysts have nudged their Brambles price target slightly higher to A$26.06 from A$25.84, reflecting updated assumptions around discount rate, modest revenue growth adjustments, stable profit margins and a slightly higher future P/E multiple. What's in the News Brambles declared an ordinary dividend of US$0.23 per share for the six months ended 31 December 2025, with an ex date of 11 March 2026, a record date of 12 March 2026 and a payment date of 9 April 2026 (company announcement).내러티브 업데이트 • Mar 22BXB: Dividend Commitment And Stable Guidance Will Support A Positive OutlookAnalysts have made a small upward adjustment to Brambles' implied value, with the price target moving from A$25.82 to A$25.84. This change reflects only minor tweaks to assumptions around discount rate, revenue growth, profit margin and future P/E.내러티브 업데이트 • Mar 07BXB: Refined Assumptions And Dividend Outlook Will Support A Steady FutureAnalysts have updated their view on Brambles, increasing the price target from A$24.43 to A$25.82. This change reflects adjusted assumptions around the discount rate, profit margin, revenue growth and future P/E multiples.Buy Or Sell Opportunity • Feb 26Now 20% undervaluedOver the last 90 days, the stock has risen 3.6% to AU$24.92. The fair value is estimated to be AU$31.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 4.1% per annum. Earnings are also forecast to grow by 8.2% per annum over the same time period.Declared Dividend • Feb 21First half dividend of AU$0.33 announcedShareholders will receive a dividend of AU$0.33. Ex-date: 11th March 2026 Payment date: 9th April 2026 Dividend yield will be 2.7%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (67% cash payout ratio). The dividend has increased by an average of 9.0% 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.공시 • 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%).Reported Earnings • Feb 19First half 2026 earnings released: EPS: US$0.37 (vs US$0.32 in 1H 2025)First half 2026 results: EPS: US$0.37 (up from US$0.32 in 1H 2025). Revenue: US$3.66b (up 5.2% from 1H 2025). Net income: US$507.4m (up 14% from 1H 2025). Profit margin: 14% (up from 13% in 1H 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Commercial Services industry in Australia. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.내러티브 업데이트 • Feb 19BXB: Refined Assumptions Will Support A Steady Fairly Valued OutlookAnalysts now set their Brambles price target at about A$24.43, up from roughly A$24.14, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E multiples. Valuation Changes Fair Value: A$24.14 to A$24.43, a small upward adjustment in the modelled estimate.내러티브 업데이트 • Feb 05BXB: Refined Assumptions Will Support A Steady Fairly Valued Medium-Term OutlookAnalysts have trimmed their price target for Brambles to A$24.14 from A$24.78, reflecting small adjustments to assumptions around the discount rate, revenue growth, profit margin and future P/E multiples. Valuation Changes Fair value estimate reduced slightly from A$24.78 to A$24.14 per share.분석 기사 • Jan 28Brambles Limited's (ASX:BXB) Popularity With Investors Is Under Threat From OverpricingWith a price-to-earnings (or "P/E") ratio of 25.2x Brambles Limited ( ASX:BXB ) may be sending bearish signals at the...내러티브 업데이트 • Jan 21BXB: Slight Model Refinements Will Support A Steady Medium-Term OutlookAnalysts have nudged their price target for Brambles slightly higher to A$24.78 from A$24.67, reflecting small adjustments to assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. Valuation Changes Fair Value: Adjusted slightly from A$24.67 to A$24.78 per share.분석 기사 • Jan 13With EPS Growth And More, Brambles (ASX:BXB) Makes An Interesting CaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...내러티브 업데이트 • Jan 07BXB: Small Model Adjustments Will Support A Steady Medium-Term OutlookThe analyst price target for Brambles has edged from A$24.80 to A$24.67, with analysts pointing to fine tuning of discount rate, revenue growth, profit margin, and forward P/E assumptions rather than any major shift in their view. Valuation Changes Fair value was trimmed slightly from A$24.80 to A$24.67 per share, reflecting minor model adjustments rather than a change in the core view.분석 기사 • Dec 28Is Brambles (ASX:BXB) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...내러티브 업데이트 • Dec 24BXB: Slightly Higher Expected Multiple Will Support A Balanced Medium-Term OutlookAnalysts have slightly raised their price target on Brambles to reflect a modest improvement in fair value to $24.80. This change is driven by marginally lower discount rates, steady revenue growth assumptions, and a slightly higher forecast future P/E multiple.내러티브 업데이트 • Dec 08BXB: Slightly Lower Fair Value Will Support A Balanced Medium-Term OutlookAnalysts have nudged their price target for Brambles slightly lower, trimming it by approximately $0.65. They are factoring in a marginally higher future valuation multiple, offset by a modestly reduced fair value estimate, under largely unchanged growth and margin assumptions.분석 기사 • Nov 25Brambles (ASX:BXB) Shareholders Will Want The ROCE Trajectory To ContinueDid you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...공시 • 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, 2027내러티브 업데이트 • Nov 24BXB: Recent Modest Fair Value Shift Will Support A Balanced Medium-Term OutlookAnalysts have slightly increased their price target for Brambles from $25.33 to $25.40, citing modest improvements in future valuation metrics as well as a marginally higher discount rate. Valuation Changes Fair Value: Increased marginally from A$25.33 to A$25.40.분석 기사 • Nov 11Are Investors Undervaluing Brambles Limited (ASX:BXB) By 28%?Key Insights The projected fair value for Brambles is AU$33.08 based on 2 Stage Free Cash Flow to Equity Current share...내러티브 업데이트 • Nov 05BXB: Share Price Rally Will Limit Upside Despite Buyback ProgramAnalysts have marginally raised their price target for Brambles from A$25.07 to A$25.33. They cite continued strong performance and note that the recent share price rally has reduced the stock’s potential return.분석 기사 • Oct 29Brambles Limited's (ASX:BXB) Shares May Have Run Too Fast Too SoonWhen close to half the companies in Australia have price-to-earnings ratios (or "P/E's") below 22x, you may consider...분석 기사 • Oct 05With EPS Growth And More, Brambles (ASX:BXB) Makes An Interesting CaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...내러티브 업데이트 • Sep 26Digital Tracking And Circular Supply Chains Will Improve EfficiencyAnalysts have lifted Brambles’ price target slightly to A$25.07, citing the share price’s strong rally amid limited fundamental change and scarcity of quality offshore-exposed peers, but now see limited further upside, prompting a Neutral rating. Analyst Commentary The share price rally was considered "quite remarkable" despite results that did not meaningfully change forecasts.분석 기사 • Sep 22Is Brambles (ASX:BXB) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Buy Or Sell Opportunity • Sep 10Now 21% undervaluedOver the last 90 days, the stock has risen 12% to AU$25.72. The fair value is estimated to be AU$32.35, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 7.7% per annum over the same time period.내러티브 업데이트 • Sep 09Digital Tracking And Circular Supply Chains Will Improve EfficiencyAnalysts have trimmed Brambles' price target to A$24.80 amid concerns that the recent share price rally has outpaced fundamentals, with limited improvement in the financial outlook and valuation now exceeding intrinsic value. Analyst Commentary Share price rally seen as excessive relative to underlying fundamentals and forecasts.분석 기사 • Sep 08Brambles (ASX:BXB) Will Pay A Larger Dividend Than Last Year At $0.3196Brambles Limited ( ASX:BXB ) will increase its dividend from last year's comparable payment on the 8th of October to...공시 • 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, 2026분석 기사 • Aug 24Brambles (ASX:BXB) Will Pay A Larger Dividend Than Last Year At $0.3196The board of Brambles Limited ( ASX:BXB ) has announced that it will be paying its dividend of $0.3196 on the 8th of...Declared Dividend • Aug 23Final dividend of AU$0.32 announcedShareholders will receive a dividend of AU$0.32. Ex-date: 10th September 2025 Payment date: 8th October 2025 Dividend yield will be 2.4%, which is lower than the industry average of 2.8%. Sustainability & Growth Dividend is covered by both earnings (64% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.내러티브 업데이트 • Aug 22Investments In AI And Digital Solutions Will Improve Customer Experience And EfficiencyBrambles' price target has been upgraded primarily due to its scarcity value as a high-quality offshore-exposed operator and a reassessment of valuation, though analysts are now more cautious given the elevated share price and limited further upside, resulting in the consensus price target rising from A$22.06 to A$24.85. Analyst Commentary Strong share price rally despite results not significantly exceeding forecasts.Reported Earnings • Aug 22Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: US$0.63 (up from US$0.56 in FY 2024). Revenue: US$6.84b (up 1.8% from FY 2024). Net income: US$864.2m (up 12% from FY 2024). Profit margin: 13% (up from 12% in FY 2024). Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) exceeded analyst estimates by 5.6%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Commercial Services industry in Australia. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Aug 22Now 21% undervaluedOver the last 90 days, the stock has risen 18% to AU$25.97. The fair value is estimated to be AU$32.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 7.9% per annum over the same time period.공시 • 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.분석 기사 • Aug 09Under The Bonnet, Brambles' (ASX:BXB) Returns Look ImpressiveASX:BXB 1 Year Share Price vs Fair Value Explore Brambles's Fair Values from the Community and select yours If you're...공시 • Aug 05Brambles Limited, Annual General Meeting, Oct 23, 2025Brambles Limited, Annual General Meeting, Oct 23, 2025.분석 기사 • Jul 24Brambles Limited's (ASX:BXB) Popularity With Investors Is Under Threat From OverpricingWith a price-to-earnings (or "P/E") ratio of 25.4x Brambles Limited ( ASX:BXB ) may be sending bearish signals at the...분석 기사 • Jul 09A Look At The Fair Value Of Brambles Limited (ASX:BXB)Key Insights Brambles' estimated fair value is AU$24.15 based on 2 Stage Free Cash Flow to Equity With AU$23.14 share...분석 기사 • Jun 24Should You Be Adding Brambles (ASX:BXB) To Your Watchlist Today?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...새로운 내러티브 • May 19Brambles' Revenue Set to Climb 14% with Profit Margins FollowingMarket Leadership: Brambles is a dominant global player in its niche, with scale advantages that are hard to replicate.Upcoming Dividend • Mar 08Upcoming dividend of AU$0.30 per shareEligible shareholders must have bought the stock before 12 March 2025. Payment date: 10 April 2025. Payout ratio is a comfortable 65% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Australian dividend payers (6.4%). In line with average of industry peers (2.9%).공시 • 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.Declared Dividend • Feb 22First half dividend of AU$0.30 announcedShareholders will receive a dividend of AU$0.30. Ex-date: 12th March 2025 Payment date: 10th April 2025 Dividend yield will be 3.0%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 6.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.새로운 내러티브 • Feb 22Investments In AI And Digital Solutions Will Improve Customer Experience And Efficiency Asset efficiency and strategic capital allocation drive better cash flow, net margins, and potential future earnings growth.Reported Earnings • Feb 21First half 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst half 2025 results: EPS: US$0.32 (up from US$0.29 in 1H 2024). Revenue: US$3.48b (up 2.0% from 1H 2024). Net income: US$445.7m (up 9.8% from 1H 2024). Profit margin: 13% (in line with 1H 2024). Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) exceeded analyst estimates by 2.2%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Commercial Services industry in Australia. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.공시 • Jan 14Brambles Limited to Report Q1, 2026 Results on Oct 23, 2025Brambles Limited announced that they will report Q1, 2026 results on Oct 23, 2025공시 • 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.공시 • 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.공시 • 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, 2025공시 • Oct 25Brambles Limited Announces Cessation of Scott Redvers Perkins as DirectorBrambles Limited announced that cessation of Scott Redvers Perkins as Director, October 24, 2024.공시 • 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.공시 • 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 Australian dividend payers (6.2%). In line with average of industry peers (2.9%).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 2.9%, which is about the same as the industry average. 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.공시 • 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: EPS exceeds analyst expectations while revenues lag behindFull 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 missed analyst estimates by 1.3%. Earnings per share (EPS) exceeded analyst estimates by 3.6%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Commercial Services industry in Australia. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 13% per year.공시 • 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).Upcoming Dividend • Mar 06Upcoming 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 Australian dividend payers (6.3%). In line with average of industry peers (2.9%).Declared Dividend • Feb 25First 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 2.9%, which is higher than the industry average of 2.8%. 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: EPS exceeds analyst expectationsFirst 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 was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.3%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Commercial Services industry in Australia. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 16% per year.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: BXB 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.배당금 증가: BXB 의 배당금 지급은 지난 10 년 동안 증가했습니다.배당 수익률 vs 시장Brambles 배당 수익률 vs 시장BXB의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (BXB)3.4%시장 하위 25% (AU)2.7%시장 상위 25% (AU)6.7%업계 평균 (Commercial Services)3.2%분석가 예측 (BXB) (최대 3년)3.9%주목할만한 배당금: BXB 의 배당금( 3.42% )은 Australian 시장에서 배당금 지급자의 하위 25%( 2.73% )보다 높습니다.고배당: BXB 의 배당금( 3.42% )은 Australian 시장에서 배당금 지급자의 상위 25%( 6.67% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 합리적인 지급 비율 ( 64.9% )을 통해 BXB 의 배당금 지급은 수익으로 충당됩니다.주주 현금 배당현금 흐름 범위: 합리적인 현금 지급 비율 ( 66% )로 BXB 의 배당금 지급은 현금 흐름으로 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YAU 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/19 18:31종가2026/06/19 00:00수익2025/12/31연간 수익2025/06/30데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Brambles Limited는 25명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Matthew RyanBarrenjoey Markets Pty LimitedNicholas McGarrigleBarrenjoey Markets Pty LimitedRichard LeeBofA Global Research22명의 분석가 더 보기
공시 • 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.
Declared Dividend • Feb 21First half dividend of AU$0.33 announcedShareholders will receive a dividend of AU$0.33. Ex-date: 11th March 2026 Payment date: 9th April 2026 Dividend yield will be 2.7%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (67% cash payout ratio). The dividend has increased by an average of 9.0% 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.
분석 기사 • Sep 08Brambles (ASX:BXB) Will Pay A Larger Dividend Than Last Year At $0.3196Brambles Limited ( ASX:BXB ) will increase its dividend from last year's comparable payment on the 8th of October to...
분석 기사 • Aug 24Brambles (ASX:BXB) Will Pay A Larger Dividend Than Last Year At $0.3196The board of Brambles Limited ( ASX:BXB ) has announced that it will be paying its dividend of $0.3196 on the 8th of...
Declared Dividend • Aug 23Final dividend of AU$0.32 announcedShareholders will receive a dividend of AU$0.32. Ex-date: 10th September 2025 Payment date: 8th October 2025 Dividend yield will be 2.4%, which is lower than the industry average of 2.8%. Sustainability & Growth Dividend is covered by both earnings (64% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • 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.
속보 • Jun 15Brambles Faces US$60 Million Challenge as Buyback Continues and Guidance CutBrambles continued its on-market share buyback, purchasing 44,130 shares on 11 June, with the program scheduled to run until 30 June 2027. The company flagged an earnings impact of about US$60 million tied to US pallet repair capacity constraints. Brambles has lowered its FY26 sales revenue and profit growth guidance and pointed to its 20 August full-year result as the next key update on operations and repair capacity issues. The key issue to watch is how quickly Brambles can address the US pallet repair bottlenecks, given the direct link the company has drawn between these constraints and an estimated US$60 million earnings impact. Investors may want to focus on the August result for detail on progress fixing the repair shortfall, the cost of any solutions, and whether the ongoing buyback remains a priority alongside these operational pressures.
속보 • Jun 07Brambles Announces US$400 Million Buyback as US Pallet Operations Face BottlenecksBrambles has announced a new US$400m share buyback program following a recent guidance downgrade linked to issues in its US pallet repair network. The company is working to address operational bottlenecks by reallocating pallets, expanding repair capacity and using alternative providers. The share price fell about 25% on the downgrade, before rebounding 3.6% after touching a technical support level during broader market weakness. The key tension here is between short-term operational challenges in the US and management’s stated focus on pricing discipline and free cash flow, which it expects to improve by FY26. For you, the combination of a sizeable buyback and operational remediation efforts highlights both an intention to support shareholder returns and the execution risk that comes with fixing a large, complex pallet network.
내러티브 업데이트 • Jun 03BXB: US Repair Reset And Buyback Will Shape A More Constructive OutlookAnalysts have reduced their fair value estimate for Brambles to A$21.40 from A$24.82, reflecting slightly lower assumptions for revenue growth, profit margins and future P/E multiples. At the same time, recent upgrades to Neutral and Buy highlight what they see as more reasonable and compelling valuation support after the stock's pullback.
새로운 내러티브 • Jun 02Supply Chain Automation And Sustainability Will Support Stable Margins And Fairly Priced SharesCatalysts About Brambles Brambles operates a global pallet and reusable asset pooling business that supports fast moving consumer goods, retail and industrial supply chains. What are the underlying business or industry changes driving this perspective?
공시 • 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.
새로운 내러티브 • May 18Automation And Digital Supply Chain Solutions Will Drive Stronger Long Term Pallet DemandCatalysts About Brambles Brambles operates pooled pallet and reusable asset solutions that support supply chains across the Americas, Europe and Asia Pacific. What are the underlying business or industry changes driving this perspective?
Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to AU$17.63, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 22x in the Commercial Services industry in Australia. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$32.73 per share.
내러티브 업데이트 • May 10BXB: Legal Ruling And Dividend Outlook Will Shape A Measured Future ViewAnalysts have trimmed their average price target on Brambles to A$24.82 from A$26.06, reflecting slightly higher discount rate assumptions and very small tweaks to revenue growth, profit margin and future P/E inputs in their models. What's in the News The Federal Court issued a judgment in the shareholder class action relating to Brambles’ Fiscal Year 2017 guidance and medium term Fiscal Year 2019 targets, with some claims dismissed and others upheld for specific periods between August 18, 2016 and February 17, 2017 (Lawsuits & Legal Issues).
내러티브 업데이트 • Apr 05BXB: Dividend Increase And Updated Guidance Will Support A Positive OutlookAnalysts have nudged their Brambles price target slightly higher to A$26.06 from A$25.84, reflecting updated assumptions around discount rate, modest revenue growth adjustments, stable profit margins and a slightly higher future P/E multiple. What's in the News Brambles declared an ordinary dividend of US$0.23 per share for the six months ended 31 December 2025, with an ex date of 11 March 2026, a record date of 12 March 2026 and a payment date of 9 April 2026 (company announcement).
내러티브 업데이트 • Mar 22BXB: Dividend Commitment And Stable Guidance Will Support A Positive OutlookAnalysts have made a small upward adjustment to Brambles' implied value, with the price target moving from A$25.82 to A$25.84. This change reflects only minor tweaks to assumptions around discount rate, revenue growth, profit margin and future P/E.
내러티브 업데이트 • Mar 07BXB: Refined Assumptions And Dividend Outlook Will Support A Steady FutureAnalysts have updated their view on Brambles, increasing the price target from A$24.43 to A$25.82. This change reflects adjusted assumptions around the discount rate, profit margin, revenue growth and future P/E multiples.
Buy Or Sell Opportunity • Feb 26Now 20% undervaluedOver the last 90 days, the stock has risen 3.6% to AU$24.92. The fair value is estimated to be AU$31.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 4.1% per annum. Earnings are also forecast to grow by 8.2% per annum over the same time period.
Declared Dividend • Feb 21First half dividend of AU$0.33 announcedShareholders will receive a dividend of AU$0.33. Ex-date: 11th March 2026 Payment date: 9th April 2026 Dividend yield will be 2.7%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (67% cash payout ratio). The dividend has increased by an average of 9.0% 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.
공시 • 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%).
Reported Earnings • Feb 19First half 2026 earnings released: EPS: US$0.37 (vs US$0.32 in 1H 2025)First half 2026 results: EPS: US$0.37 (up from US$0.32 in 1H 2025). Revenue: US$3.66b (up 5.2% from 1H 2025). Net income: US$507.4m (up 14% from 1H 2025). Profit margin: 14% (up from 13% in 1H 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Commercial Services industry in Australia. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
내러티브 업데이트 • Feb 19BXB: Refined Assumptions Will Support A Steady Fairly Valued OutlookAnalysts now set their Brambles price target at about A$24.43, up from roughly A$24.14, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E multiples. Valuation Changes Fair Value: A$24.14 to A$24.43, a small upward adjustment in the modelled estimate.
내러티브 업데이트 • Feb 05BXB: Refined Assumptions Will Support A Steady Fairly Valued Medium-Term OutlookAnalysts have trimmed their price target for Brambles to A$24.14 from A$24.78, reflecting small adjustments to assumptions around the discount rate, revenue growth, profit margin and future P/E multiples. Valuation Changes Fair value estimate reduced slightly from A$24.78 to A$24.14 per share.
분석 기사 • Jan 28Brambles Limited's (ASX:BXB) Popularity With Investors Is Under Threat From OverpricingWith a price-to-earnings (or "P/E") ratio of 25.2x Brambles Limited ( ASX:BXB ) may be sending bearish signals at the...
내러티브 업데이트 • Jan 21BXB: Slight Model Refinements Will Support A Steady Medium-Term OutlookAnalysts have nudged their price target for Brambles slightly higher to A$24.78 from A$24.67, reflecting small adjustments to assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. Valuation Changes Fair Value: Adjusted slightly from A$24.67 to A$24.78 per share.
분석 기사 • Jan 13With EPS Growth And More, Brambles (ASX:BXB) Makes An Interesting CaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
내러티브 업데이트 • Jan 07BXB: Small Model Adjustments Will Support A Steady Medium-Term OutlookThe analyst price target for Brambles has edged from A$24.80 to A$24.67, with analysts pointing to fine tuning of discount rate, revenue growth, profit margin, and forward P/E assumptions rather than any major shift in their view. Valuation Changes Fair value was trimmed slightly from A$24.80 to A$24.67 per share, reflecting minor model adjustments rather than a change in the core view.
분석 기사 • Dec 28Is Brambles (ASX:BXB) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
내러티브 업데이트 • Dec 24BXB: Slightly Higher Expected Multiple Will Support A Balanced Medium-Term OutlookAnalysts have slightly raised their price target on Brambles to reflect a modest improvement in fair value to $24.80. This change is driven by marginally lower discount rates, steady revenue growth assumptions, and a slightly higher forecast future P/E multiple.
내러티브 업데이트 • Dec 08BXB: Slightly Lower Fair Value Will Support A Balanced Medium-Term OutlookAnalysts have nudged their price target for Brambles slightly lower, trimming it by approximately $0.65. They are factoring in a marginally higher future valuation multiple, offset by a modestly reduced fair value estimate, under largely unchanged growth and margin assumptions.
분석 기사 • Nov 25Brambles (ASX:BXB) Shareholders Will Want The ROCE Trajectory To ContinueDid you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
공시 • 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
내러티브 업데이트 • Nov 24BXB: Recent Modest Fair Value Shift Will Support A Balanced Medium-Term OutlookAnalysts have slightly increased their price target for Brambles from $25.33 to $25.40, citing modest improvements in future valuation metrics as well as a marginally higher discount rate. Valuation Changes Fair Value: Increased marginally from A$25.33 to A$25.40.
분석 기사 • Nov 11Are Investors Undervaluing Brambles Limited (ASX:BXB) By 28%?Key Insights The projected fair value for Brambles is AU$33.08 based on 2 Stage Free Cash Flow to Equity Current share...
내러티브 업데이트 • Nov 05BXB: Share Price Rally Will Limit Upside Despite Buyback ProgramAnalysts have marginally raised their price target for Brambles from A$25.07 to A$25.33. They cite continued strong performance and note that the recent share price rally has reduced the stock’s potential return.
분석 기사 • Oct 29Brambles Limited's (ASX:BXB) Shares May Have Run Too Fast Too SoonWhen close to half the companies in Australia have price-to-earnings ratios (or "P/E's") below 22x, you may consider...
분석 기사 • Oct 05With EPS Growth And More, Brambles (ASX:BXB) Makes An Interesting CaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
내러티브 업데이트 • Sep 26Digital Tracking And Circular Supply Chains Will Improve EfficiencyAnalysts have lifted Brambles’ price target slightly to A$25.07, citing the share price’s strong rally amid limited fundamental change and scarcity of quality offshore-exposed peers, but now see limited further upside, prompting a Neutral rating. Analyst Commentary The share price rally was considered "quite remarkable" despite results that did not meaningfully change forecasts.
분석 기사 • Sep 22Is Brambles (ASX:BXB) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Buy Or Sell Opportunity • Sep 10Now 21% undervaluedOver the last 90 days, the stock has risen 12% to AU$25.72. The fair value is estimated to be AU$32.35, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 7.7% per annum over the same time period.
내러티브 업데이트 • Sep 09Digital Tracking And Circular Supply Chains Will Improve EfficiencyAnalysts have trimmed Brambles' price target to A$24.80 amid concerns that the recent share price rally has outpaced fundamentals, with limited improvement in the financial outlook and valuation now exceeding intrinsic value. Analyst Commentary Share price rally seen as excessive relative to underlying fundamentals and forecasts.
분석 기사 • Sep 08Brambles (ASX:BXB) Will Pay A Larger Dividend Than Last Year At $0.3196Brambles Limited ( ASX:BXB ) will increase its dividend from last year's comparable payment on the 8th of October to...
공시 • 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
분석 기사 • Aug 24Brambles (ASX:BXB) Will Pay A Larger Dividend Than Last Year At $0.3196The board of Brambles Limited ( ASX:BXB ) has announced that it will be paying its dividend of $0.3196 on the 8th of...
Declared Dividend • Aug 23Final dividend of AU$0.32 announcedShareholders will receive a dividend of AU$0.32. Ex-date: 10th September 2025 Payment date: 8th October 2025 Dividend yield will be 2.4%, which is lower than the industry average of 2.8%. Sustainability & Growth Dividend is covered by both earnings (64% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
내러티브 업데이트 • Aug 22Investments In AI And Digital Solutions Will Improve Customer Experience And EfficiencyBrambles' price target has been upgraded primarily due to its scarcity value as a high-quality offshore-exposed operator and a reassessment of valuation, though analysts are now more cautious given the elevated share price and limited further upside, resulting in the consensus price target rising from A$22.06 to A$24.85. Analyst Commentary Strong share price rally despite results not significantly exceeding forecasts.
Reported Earnings • Aug 22Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: US$0.63 (up from US$0.56 in FY 2024). Revenue: US$6.84b (up 1.8% from FY 2024). Net income: US$864.2m (up 12% from FY 2024). Profit margin: 13% (up from 12% in FY 2024). Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) exceeded analyst estimates by 5.6%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Commercial Services industry in Australia. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Aug 22Now 21% undervaluedOver the last 90 days, the stock has risen 18% to AU$25.97. The fair value is estimated to be AU$32.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 7.9% per annum over the same time period.
공시 • 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.
분석 기사 • Aug 09Under The Bonnet, Brambles' (ASX:BXB) Returns Look ImpressiveASX:BXB 1 Year Share Price vs Fair Value Explore Brambles's Fair Values from the Community and select yours If you're...
공시 • Aug 05Brambles Limited, Annual General Meeting, Oct 23, 2025Brambles Limited, Annual General Meeting, Oct 23, 2025.
분석 기사 • Jul 24Brambles Limited's (ASX:BXB) Popularity With Investors Is Under Threat From OverpricingWith a price-to-earnings (or "P/E") ratio of 25.4x Brambles Limited ( ASX:BXB ) may be sending bearish signals at the...
분석 기사 • Jul 09A Look At The Fair Value Of Brambles Limited (ASX:BXB)Key Insights Brambles' estimated fair value is AU$24.15 based on 2 Stage Free Cash Flow to Equity With AU$23.14 share...
분석 기사 • Jun 24Should You Be Adding Brambles (ASX:BXB) To Your Watchlist Today?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
새로운 내러티브 • May 19Brambles' Revenue Set to Climb 14% with Profit Margins FollowingMarket Leadership: Brambles is a dominant global player in its niche, with scale advantages that are hard to replicate.
Upcoming Dividend • Mar 08Upcoming dividend of AU$0.30 per shareEligible shareholders must have bought the stock before 12 March 2025. Payment date: 10 April 2025. Payout ratio is a comfortable 65% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Australian dividend payers (6.4%). In line with average of industry peers (2.9%).
공시 • 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.
Declared Dividend • Feb 22First half dividend of AU$0.30 announcedShareholders will receive a dividend of AU$0.30. Ex-date: 12th March 2025 Payment date: 10th April 2025 Dividend yield will be 3.0%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 6.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
새로운 내러티브 • Feb 22Investments In AI And Digital Solutions Will Improve Customer Experience And Efficiency Asset efficiency and strategic capital allocation drive better cash flow, net margins, and potential future earnings growth.
Reported Earnings • Feb 21First half 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst half 2025 results: EPS: US$0.32 (up from US$0.29 in 1H 2024). Revenue: US$3.48b (up 2.0% from 1H 2024). Net income: US$445.7m (up 9.8% from 1H 2024). Profit margin: 13% (in line with 1H 2024). Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) exceeded analyst estimates by 2.2%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Commercial Services industry in Australia. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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
공시 • Oct 25Brambles Limited Announces Cessation of Scott Redvers Perkins as DirectorBrambles Limited announced that cessation of Scott Redvers Perkins as Director, October 24, 2024.
공시 • 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.
공시 • 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 Australian dividend payers (6.2%). In line with average of industry peers (2.9%).
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 2.9%, which is about the same as the industry average. 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.
공시 • 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: EPS exceeds analyst expectations while revenues lag behindFull 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 missed analyst estimates by 1.3%. Earnings per share (EPS) exceeded analyst estimates by 3.6%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Commercial Services industry in Australia. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 13% per year.
공시 • 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).
Upcoming Dividend • Mar 06Upcoming 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 Australian dividend payers (6.3%). In line with average of industry peers (2.9%).
Declared Dividend • Feb 25First 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 2.9%, which is higher than the industry average of 2.8%. 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: EPS exceeds analyst expectationsFirst 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 was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.3%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Commercial Services industry in Australia. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 16% per year.