Brambles 경영진
경영진 기준 점검 2/4
Brambles CEO는 Graham Chipchase, Feb2017 에 임명되었습니다 의 임기는 9.5 년입니다. 총 연간 보상은 $8.41M, 22.5% 급여 및 77.5% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 A$634.48K 가치에 해당하는 회사 주식의 0.002% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.9 년과 6.5 년입니다.
핵심 정보
Graham Chipchase
최고경영자
US$8.4m
총 보수
| CEO 급여 비율 | 22.52% |
| CEO 재임 기간 | 9.5yrs |
| CEO 지분 보유율 | 0.002% |
| 경영진 평균 재임 기간 | 2.9yrs |
| 이사회 평균 재임 기간 | 6.5yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • Jul 07
BXB: Share Pullback And Buyback Activity Will Support Future Upside Potential
Analysts have trimmed their Brambles fair value estimate from about A$27.62 to A$26.85. This reflects slightly softer assumptions on revenue growth and profit margins, even as recent upgrades to Neutral and Buy highlight improved valuation support after the share pullback.
내러티브 업데이트 • Jun 23
BXB: Buyback And US Repair Reset Will Support A Stronger Outlook
The analyst fair value estimate for Brambles has increased from A$21.40 to A$21.74 as analysts factor in recent upgrades that highlight what they regard as more reasonable valuation levels and compelling support following the stock's pullback. Analyst Commentary Recent research on Brambles highlights a mix of optimism around the current share price reset and some lingering caution, particularly on upside potential versus revised targets.내러티브 업데이트 • Jun 03
BXB: US Repair Reset And Buyback Will Shape A More Constructive Outlook
Analysts 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 02
Supply Chain Automation And Sustainability Will Support Stable Margins And Fairly Priced Shares
Catalysts 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?새로운 내러티브 • May 18
Automation And Digital Supply Chain Solutions Will Drive Stronger Long Term Pallet Demand
Catalysts 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?내러티브 업데이트 • May 10
BXB: Legal Ruling And Dividend Outlook Will Shape A Measured Future View
Analysts 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 05
BXB: Dividend Increase And Updated Guidance Will Support A Positive Outlook
Analysts 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 22
BXB: Dividend Commitment And Stable Guidance Will Support A Positive Outlook
Analysts 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 07
BXB: Refined Assumptions And Dividend Outlook Will Support A Steady Future
Analysts 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.내러티브 업데이트 • Feb 19
BXB: Refined Assumptions Will Support A Steady Fairly Valued Outlook
Analysts 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 05
BXB: Refined Assumptions Will Support A Steady Fairly Valued Medium-Term Outlook
Analysts 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 28
Brambles Limited's (ASX:BXB) Popularity With Investors Is Under Threat From Overpricing
With 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 21
BXB: Slight Model Refinements Will Support A Steady Medium-Term Outlook
Analysts 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 13
With EPS Growth And More, Brambles (ASX:BXB) Makes An Interesting Case
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...내러티브 업데이트 • Jan 07
BXB: Small Model Adjustments Will Support A Steady Medium-Term Outlook
The 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 28
Is 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 24
BXB: Slightly Higher Expected Multiple Will Support A Balanced Medium-Term Outlook
Analysts 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 08
BXB: Slightly Lower Fair Value Will Support A Balanced Medium-Term Outlook
Analysts 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 25
Brambles (ASX:BXB) Shareholders Will Want The ROCE Trajectory To Continue
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...내러티브 업데이트 • Nov 24
BXB: Recent Modest Fair Value Shift Will Support A Balanced Medium-Term Outlook
Analysts 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 11
Are 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 05
BXB: Share Price Rally Will Limit Upside Despite Buyback Program
Analysts 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 29
Brambles Limited's (ASX:BXB) Shares May Have Run Too Fast Too Soon
When close to half the companies in Australia have price-to-earnings ratios (or "P/E's") below 22x, you may consider...분석 기사 • Oct 05
With EPS Growth And More, Brambles (ASX:BXB) Makes An Interesting Case
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...내러티브 업데이트 • Sep 26
Digital Tracking And Circular Supply Chains Will Improve Efficiency
Analysts 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 22
Is 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 • Sep 09
Digital Tracking And Circular Supply Chains Will Improve Efficiency
Analysts 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 08
Brambles (ASX:BXB) Will Pay A Larger Dividend Than Last Year At $0.3196
Brambles Limited ( ASX:BXB ) will increase its dividend from last year's comparable payment on the 8th of October to...분석 기사 • Aug 24
Brambles (ASX:BXB) Will Pay A Larger Dividend Than Last Year At $0.3196
The board of Brambles Limited ( ASX:BXB ) has announced that it will be paying its dividend of $0.3196 on the 8th of...내러티브 업데이트 • Aug 22
Investments In AI And Digital Solutions Will Improve Customer Experience And Efficiency
Brambles' 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.분석 기사 • Aug 09
Under The Bonnet, Brambles' (ASX:BXB) Returns Look Impressive
ASX:BXB 1 Year Share Price vs Fair Value Explore Brambles's Fair Values from the Community and select yours If you're...
새로운 내러티브 • May 19
Brambles' Revenue Set to Climb 14% with Profit Margins Following
Market Leadership: Brambles is a dominant global player in its niche, with scale advantages that are hard to replicate.
새로운 내러티브 • Feb 22
Investments 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.CEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Dec 31 2025 | n/a | n/a | US$926m |
| Sep 30 2025 | n/a | n/a | US$895m |
| Jun 30 2025 | US$8m | US$2m | US$864m |
| Dec 31 2024 | n/a | n/a | US$814m |
| Sep 30 2024 | n/a | n/a | US$794m |
| Jun 30 2024 | US$6m | US$2m | US$774m |
| Dec 31 2023 | n/a | n/a | US$729m |
| Sep 30 2023 | n/a | n/a | US$693m |
| Jun 30 2023 | US$5m | US$2m | US$657m |
| Dec 31 2022 | n/a | n/a | US$603m |
| Sep 30 2022 | n/a | n/a | US$588m |
| Jun 30 2022 | US$5m | US$2m | US$574m |
| Dec 31 2021 | n/a | n/a | US$542m |
| Sep 30 2021 | n/a | n/a | US$537m |
| Jun 30 2021 | US$5m | US$2m | US$532m |
| Dec 31 2020 | n/a | n/a | US$525m |
| Sep 30 2020 | n/a | n/a | US$516m |
| Jun 30 2020 | US$3m | US$2m | US$508m |
보상 대 시장: Graham의 총 보수(USD8.41M)는 Australian 시장에서 비슷한 규모 기업의 평균(USD3.71M)보다 높습니다.
보상과 수익: Graham의 보상은 지난 1년 동안 20% 이상 증가했습니다.
CEO
Graham Chipchase (62 yo)
9.5yrs
재임 기간
US$8,413,000
보수
Mr. Graham Andrew Chipchase, CBE, serves as Independent Non-Executive Director of Amcor plc since November 06, 2024. He has been the Chief Executive Officer and Executive Director at Brambles Limited since...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Executive Director | 9.5yrs | US$8.41m | 0.0023% A$ 634.5k | |
| Chief Financial Officer | 2.8yrs | US$2.05m | 0.0029% A$ 775.5k | |
| Chief Executive Officer of CHEP North America | 2.6yrs | US$2.28m | 0.0089% A$ 2.4m | |
| CEO of CHEP Europe | 1.8yrs | US$710.00k | 0.0028% A$ 759.2k | |
| Chief Information Officer | 3.7yrs | 데이터 없음 | 데이터 없음 | |
| Chief Legal Officer | 3yrs | 데이터 없음 | 데이터 없음 | |
| Chief Communications Officer | 4.8yrs | 데이터 없음 | 데이터 없음 | |
| Chief People Officer | 1.8yrs | 데이터 없음 | 데이터 없음 | |
| CEO, CHEP of Asia-Pacific & CHEP of Africa | 11.8yrs | 데이터 없음 | 데이터 없음 | |
| Chief Transformation & Customer Experience Officer | 2.3yrs | 데이터 없음 | 데이터 없음 | |
| Chief Sustainability & Product Innovation Officer | 11.6yrs | 데이터 없음 | 데이터 없음 | |
| Chief Digital & Strategy Officer | 1.8yrs | 데이터 없음 | 데이터 없음 |
2.9yrs
평균 재임 기간
경험이 풍부한 관리: BXB의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.9 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Executive Director | 9.5yrs | US$8.41m | 0.0023% A$ 634.5k | |
| Member of the USA Advisory Board | 15.9yrs | 데이터 없음 | 데이터 없음 | |
| Non-Executive Independent Director | 1.8yrs | US$104.00k | 0.00075% A$ 203.4k | |
| Independent Non-Executive Director | 8.2yrs | US$182.00k | 0.0015% A$ 406.7k | |
| Independent Non-Executive Director | 6.2yrs | US$179.00k | 0.0020% A$ 545.0k | |
| Independent Non-Executive Chairman | 6.8yrs | US$430.00k | 0.0072% A$ 1.9m | |
| Independent Non-Executive Director | 7.4yrs | US$174.00k | 0.0012% A$ 320.0k | |
| Independent Non-Executive Director | 6.1yrs | US$171.00k | 0.0014% A$ 374.2k | |
| Member of the USA Advisory Board | 15.9yrs | 데이터 없음 | 데이터 없음 | |
| Independent Non-Executive Director | 1.7yrs | US$92.00k | 0.00097% A$ 263.0k | |
| Independent Non-Executive Director | 3.8yrs | US$174.00k | 0.0021% A$ 566.7k | |
| Independent Non-Executive Director | 4.3yrs | US$166.00k | 0.00086% A$ 233.2k |
6.5yrs
평균 재임 기간
66yo
평균 나이
경험이 풍부한 이사회: BXB의 이사회는 경험이 있음으로 간주됩니다(평균 재임 6.5 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/07 11:44 |
| 종가 | 2026/08/07 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/06/30 |
데이터 소스
당사의 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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
Brambles Limited는 25명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Matthew Ryan | Barrenjoey Markets Pty Limited |
| Nicholas McGarrigle | Barrenjoey Markets Pty Limited |
| Richard Lee | BofA Global Research |