View ValuationBrenntag 향후 성장Future 기준 점검 3/6Brenntag (는) 각각 연간 23% 및 2.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 22.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 12.8% 로 예상됩니다.핵심 정보23.0%이익 성장률22.93%EPS 성장률Trade Distributors 이익 성장13.1%매출 성장률2.6%향후 자기자본이익률12.82%애널리스트 커버리지Good마지막 업데이트16 Jul 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesDeclared Dividend • May 20Dividend reduced to €1.90Dividend of €1.90 is 9.5% lower than last year. Ex-date: 21st May 2026 Payment date: 25th May 2026 Dividend yield will be 3.1%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is not covered by earnings (120% earnings payout ratio). However, it is well covered by cash flows (42% cash payout ratio). The dividend has increased by an average of 7.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 34% to bring the payout ratio under control. EPS is expected to grow by 107% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.공고 • Apr 09Brenntag SE, Annual General Meeting, May 20, 2026Brenntag SE, Annual General Meeting, May 20, 2026, at 10:00 W. Europe Standard Time.공고 • Mar 05Brenntag SE announces Annual dividend, payable on May 25, 2026Brenntag SE announced Annual dividend of EUR 1.9000 per share payable on May 25, 2026, ex-date on May 21, 2026 and record date on May 22, 2026.공고 • Nov 19+ 2 more updatesBrenntag SE to Report Q1, 2026 Results on May 13, 2026Brenntag SE announced that they will report Q1, 2026 results on May 13, 2026Reported Earnings • Aug 18Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: €0.30 (down from €1.03 in 2Q 2024). Revenue: €3.87b (down 7.3% from 2Q 2024). Net income: €42.9m (down 71% from 2Q 2024). Profit margin: 1.1% (down from 3.6% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 4.1%. Earnings per share (EPS) also missed analyst estimates by 64%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.공고 • Apr 11Brenntag SE, Annual General Meeting, May 22, 2025Brenntag SE, Annual General Meeting, May 22, 2025, at 10:00 W. Europe Standard Time.공고 • Mar 13Brenntag SE announces Annual dividend, payable on May 27, 2025Brenntag SE announced Annual dividend of EUR 2.1000 per share payable on May 27, 2025, ex-date on May 23, 2025 and record date on May 26, 2025.공고 • Dec 05+ 1 more updateBrenntag SE to Report Q3, 2025 Results on Nov 12, 2025Brenntag SE announced that they will report Q3, 2025 results on Nov 12, 2025New Risk • Nov 14New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 47% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.Reported Earnings • Nov 14Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: €0.82 (down from €1.18 in 3Q 2023). Revenue: €4.07b (flat on 3Q 2023). Net income: €118.2m (down 33% from 3Q 2023). Profit margin: 2.9% (down from 4.3% in 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.New Risk • Aug 14New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 52% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.공고 • Aug 13+ 1 more updateBrenntag SE to Report Fiscal Year 2024 Final Results on Mar 12, 2025Brenntag SE announced that they will report fiscal year 2024 final results on Mar 12, 2025공고 • Aug 02Brenntag SE (XTRA:BNR) acquired Monarch Chemicals Limited.Brenntag SE (XTRA:BNR) acquired Monarch Chemicals Limited on August 1, 2024. Monarch Chemicals has reported annual sales of £35.1 million in 2023. Brenntag SE (XTRA:BNR) completed the acquisition of Monarch Chemicals Limited on August 1, 2024.Upcoming Dividend • May 17Upcoming dividend of €2.10 per shareEligible shareholders must have bought the stock before 24 May 2024. Payment date: 28 May 2024. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.1%).공고 • May 09Brenntag SE (XTRA:BNR) agreed to acquire Quimica Delta, S.A. De C.V.Brenntag SE (XTRA:BNR) agreed to acquire Quimica Delta, S.A. De C.V. on May 7, 2024. In 2023, Quimica Delta reported annual sales of $368 million. Closing of the transaction is subject to customary conditions including regulatory approvals and is expected in Q3 of 2024.공고 • Apr 04Brenntag SE (XTRA:BNR) acquired Lawrence Industries Limited.Brenntag SE (XTRA:BNR) acquired Lawrence Industries Limited on April 3, 2024. Lawrence Industries to join the Brenntag family. Lawrence Industries generated sales of approximately £30 million in 2023. Brenntag SE (XTRA:BNR) completed the acquisition of Lawrence Industries Limited on April 3, 2024.Reported Earnings • Mar 08Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: €4.73 (down from €5.74 in FY 2022). Revenue: €16.8b (down 14% from FY 2022). Net income: €714.9m (down 19% from FY 2022). Profit margin: 4.3% (down from 4.6% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 6.0%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.공고 • Jan 30Brenntag SE, Annual General Meeting, May 23, 2024Brenntag SE, Annual General Meeting, May 23, 2024.공고 • Dec 22Brenntag SE (XTRA:BNR) agreed to acquire Solventis Ltd.Brenntag SE (XTRA:BNR) agreed to acquire Solventis Ltd. on December 21, 2023. Closing of the transaction is subject to customary conditions including regulatory approvals and is expected in Q2 of 2024. In 2022, the Solventis group reported annual sales of over €300 million.공고 • Dec 20+ 3 more updatesBrenntag SE to Report Q2, 2024 Results on Aug 13, 2024Brenntag SE announced that they will report Q2, 2024 results on Aug 13, 2024공고 • Sep 08Brenntag SE (XTRA:BNR) signed an agreement to acquire the operating business from Chemgrit SA (Pty) Ltd.Brenntag SE (XTRA:BNR) signed an agreement to acquire the operating business from Chemgrit SA (Pty) Ltd on September 7, 2023. Brenntag Specialties will integrate Chemgrit’s Personal Care operations into its business unit Personal Care & HI&I. The closing is subject to customary conditions and is expected in the 4th quarter of 2023.공고 • Sep 06Kuehne Holding AG acquired a 4.82% stake in Brenntag SE.Kuehne Holding AG acquired a 4.82% stake in Brenntag SE on September 4, 2023. Kuehne Holding AG completed the acquisition of a 4.82% stake in Brenntag SE on September 4, 2023.Reported Earnings • Aug 13Second quarter 2023 earnings: EPS in line with expectations, revenues disappointSecond quarter 2023 results: EPS: €1.23 (down from €1.86 in 2Q 2022). Revenue: €4.26b (down 16% from 2Q 2022). Net income: €186.9m (down 35% from 2Q 2022). Profit margin: 4.4% (down from 5.7% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.공고 • Jun 21Brenntag SE agreed to acquire Shanghai Saifu Chemical Development Co., Ltd.Brenntag SE agreed to acquire Shanghai Saifu Chemical Development Co., Ltd. on June 20, 2023. As of December 2022, Shanghai Saifu Chemical Development Co., Ltd. reported annual revenue of €71 million. Closing of the transaction is expected in later this year, after the fulfilment of customary closing conditions.Upcoming Dividend • Jun 09Upcoming dividend of €2.00 per share at 2.8% yieldEligible shareholders must have bought the stock before 16 June 2023. Payment date: 20 June 2023. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (2.7%).Reported Earnings • May 10First quarter 2023 earnings released: EPS: €1.40 (vs €1.61 in 1Q 2022)First quarter 2023 results: EPS: €1.40 (down from €1.61 in 1Q 2022). Revenue: €4.53b (flat on 1Q 2022). Net income: €215.9m (down 13% from 1Q 2022). Profit margin: 4.8% (down from 5.5% in 1Q 2022). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 10Full year 2022 earnings released: EPS: €5.74 (vs €2.90 in FY 2021)Full year 2022 results: EPS: €5.74 (up from €2.90 in FY 2021). Revenue: €19.4b (up 35% from FY 2021). Net income: €886.8m (up 98% from FY 2021). Profit margin: 4.6% (up from 3.1% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 26% per year.공고 • Feb 16Engine Capital Management LP Sends Letter to Brenntag SEOn February 14, 2023, Engine Capital Management LP announced that, it has taken a 1% stake in Brenntag SE and urged the chemicals distributor to spin off its specialties unit as they would be more valuable as separate entities. Further, Engine Capital stated that it made demands in a letter to Brenntag's management a month after the Company ended talks with smaller U.S. rival Univar Solutions on a possible takeover. In addition, Arnaud Ajdler and Brad Favreau stated that Brenntag's management acknowledged underperformance and took steps to fix it by separation of certain aspects of Brenntag Specialties from Brenntag Essential. As well as, it stated that if Brenntag Specialties takes recommendation of spin-off, it can maximize its potential trade at about 140 euros per share by the end of 2024 and close the gap with its competitors or else it will lose market share. Further, Engine Capital sought a share buyback program and to add a shareholder representative to Brenntag’s supervisory board.공고 • Jan 14Brenntag SE Announces Board Changes, Effective April 1, 2023Brenntag SE announced the appointment of Michael Friede to the company's Management Board, effective April 1, 2023. He will succeed Henri Nejade as Chief Operating Officer Brenntag Specialties, who has chosen not to extend his contract by the end of June 30, 2023. Michael Friede joins from Akzo Nobel N.V., where he serves as Chief Commercial Officer - Performance Coatings and Member of the Executive Committee.공고 • Dec 21+ 1 more updateBrenntag SE to Report Q3, 2023 Results on Nov 09, 2023Brenntag SE announced that they will report Q3, 2023 results on Nov 09, 2023Reported Earnings • Nov 19Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: €1.60 (up from €1.02 in 3Q 2021). Revenue: €5.10b (up 36% from 3Q 2021). Net income: €246.9m (up 57% from 3Q 2021). Profit margin: 4.8% (up from 4.2% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.6%. Earnings per share (EPS) also surpassed analyst estimates by 6.5%. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.공고 • Nov 09+ 2 more updatesBrenntag SE, Annual General Meeting, Jun 15, 2023Brenntag SE, Annual General Meeting, Jun 15, 2023.Upcoming Dividend • Jun 03Upcoming dividend of €1.45 per shareEligible shareholders must have bought the stock before 10 June 2022. Payment date: 14 June 2022. Payout ratio is a comfortable 37% but the company is paying out more than the cash it is generating. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.2%). Lower than average of industry peers (2.5%).Reported Earnings • May 13First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: €1.61 (up from €0.63 in 1Q 2021). Revenue: €4.53b (up 45% from 1Q 2021). Net income: €249.3m (up 156% from 1Q 2021). Profit margin: 5.5% (up from 3.1% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.7%. Earnings per share (EPS) missed analyst estimates by 18%. Over the next year, revenue is forecast to grow 5.1%, compared to a 9.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Mar 11Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: €2.90 (down from €3.02 in FY 2020). Revenue: €14.4b (up 22% from FY 2020). Net income: €448.3m (down 3.9% from FY 2020). Profit margin: 3.1% (down from 4.0% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.7%. Earnings per share (EPS) missed analyst estimates by 18%. Over the next year, revenue is forecast to grow 5.9%, compared to a 9.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.Reported Earnings • Nov 08Third quarter 2021 earnings released: EPS €1.02 (vs €0.76 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €3.74b (up 30% from 3Q 2020). Net income: €157.4m (up 34% from 3Q 2020). Profit margin: 4.2% (up from 4.1% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 11Second quarter 2021 earnings released: EPS €0.87 (vs €0.80 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: €3.47b (up 23% from 2Q 2020). Net income: €134.1m (up 8.7% from 2Q 2020). Profit margin: 3.9% (down from 4.4% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jun 04Upcoming dividend of €1.35 per shareEligible shareholders must have bought the stock before 11 June 2021. Payment date: 15 June 2021. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.3%).Reported Earnings • May 14First quarter 2021 earnings released: EPS €0.63 (vs €0.74 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: €3.13b (down 2.3% from 1Q 2020). Net income: €97.5m (down 14% from 1Q 2020). Profit margin: 3.1% (down from 3.5% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Mar 12Full year 2020 earnings released: EPS €3.02 (vs €3.02 in FY 2019)The company reported a mediocre full year result with weaker revenues, although earnings were flat and profit margins improved. Full year 2020 results: Revenue: €11.8b (down 8.2% from FY 2019). Net income: €466.5m (flat on FY 2019). Profit margin: 4.0% (up from 3.6% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 12% per year.Analyst Estimate Surprise Post Earnings • Mar 12Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 0.1%. Earnings per share (EPS) exceeded analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 3.4%, compared to a 4.8% growth forecast for the Trade Distributors industry in Germany.Is New 90 Day High Low • Mar 11New 90-day high: €70.02The company is up 12% from its price of €62.56 on 10 December 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €67.96 per share.Is New 90 Day High Low • Jan 07New 90-day high: €68.18The company is up 23% from its price of €55.56 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €68.22 per share.Is New 90 Day High Low • Dec 22New 90-day high: €65.50The company is up 20% from its price of €54.50 on 23 September 2020. The German market is up 6.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Trade Distributors industry, which is also up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €75.45 per share.Analyst Estimate Surprise Post Earnings • Nov 07Revenue and earnings miss expectationsRevenue missed analyst estimates by 0.8%. Earnings per share (EPS) also missed analyst estimates by 4.0%. Over the next year, revenue is forecast to grow 2.5% while the growth in Trade Distributors industry in Germany is expected to stay flat.Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS €0.76The company reported a soft third quarter result with weaker earnings and revenues, although profit margins were improved. Third quarter 2020 results: Revenue: €2.88b (down 12% from 3Q 2019). Net income: €120.6m (down 5.6% from 3Q 2019). Profit margin: 4.2% (up from 3.9% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 4% per year.Is New 90 Day High Low • Nov 05New 90-day high: €58.16The company is up 12% from its price of €52.00 on 06 August 2020. The German market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €61.72 per share.이익 및 매출 성장 예측DB:BNR - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202816,0736346149571212/31/202715,5685645989281312/31/202615,331517485794143/31/202614,762228657948N/A12/31/202515,172265674967N/A9/30/202515,649419670989N/A6/30/202516,000424585908N/A3/31/202516,307530569901N/A12/31/202416,237536564907N/A9/30/202416,1915456721,054N/A6/30/202416,2106038211,188N/A3/31/202416,2916401,0781,421N/A12/31/202316,8157151,3431,664N/A9/30/202317,6076821,2861,565N/A6/30/202318,6197531,2791,551N/A3/31/202319,4238531,0551,322N/A12/31/202219,429887690957N/A9/30/202218,737843421659N/A6/30/202217,374754221442N/A3/31/202215,783600135346N/A12/31/202114,383448189389N/A9/30/202113,221501435613N/A6/30/202112,364461684864N/A3/31/202111,7164509041,092N/A12/31/202011,7954671,0201,219N/A9/30/202012,0454659651,174N/A6/30/202012,4194757861,009N/A3/31/202012,851476704922N/A12/31/201912,822467N/A879N/A9/30/201912,829483N/A787N/A6/30/201912,796467N/A621N/A3/31/201912,757460N/A549N/A12/31/201812,550461N/A375N/A9/30/201812,288394N/A340N/A6/30/201811,959383N/A341N/A3/31/201811,745372N/A317N/A12/31/201711,743361N/A405N/A9/30/201711,502401N/A394N/A6/30/201711,229394N/A450N/A3/31/201710,892389N/A517N/A12/31/201610,498360N/A540N/A9/30/201610,337334N/A654N/A6/30/201610,325335N/A641N/A3/31/201610,352340N/A633N/A12/31/201510,346365N/A594N/A9/30/201510,384393N/A501N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: BNR 의 연간 예상 수익 증가율(23%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: BNR 의 연간 수익(23%)이 German 시장(15.9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: BNR 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: BNR 의 수익(연간 2.6%)이 German 시장(연간 6.6%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: BNR 의 수익(연간 2.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: BNR의 자본 수익률은 3년 후 12.8%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/21 10:21종가2026/07/21 00:00수익2026/03/31연간 수익2025/12/31데이터 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 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 소스Brenntag SE는 29명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Volker BosseBaader Helvea Equity ResearchGaurav JainBarclaysJames StewartBarclays26명의 분석가 더 보기
Declared Dividend • May 20Dividend reduced to €1.90Dividend of €1.90 is 9.5% lower than last year. Ex-date: 21st May 2026 Payment date: 25th May 2026 Dividend yield will be 3.1%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is not covered by earnings (120% earnings payout ratio). However, it is well covered by cash flows (42% cash payout ratio). The dividend has increased by an average of 7.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 34% to bring the payout ratio under control. EPS is expected to grow by 107% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
공고 • Apr 09Brenntag SE, Annual General Meeting, May 20, 2026Brenntag SE, Annual General Meeting, May 20, 2026, at 10:00 W. Europe Standard Time.
공고 • Mar 05Brenntag SE announces Annual dividend, payable on May 25, 2026Brenntag SE announced Annual dividend of EUR 1.9000 per share payable on May 25, 2026, ex-date on May 21, 2026 and record date on May 22, 2026.
공고 • Nov 19+ 2 more updatesBrenntag SE to Report Q1, 2026 Results on May 13, 2026Brenntag SE announced that they will report Q1, 2026 results on May 13, 2026
Reported Earnings • Aug 18Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: €0.30 (down from €1.03 in 2Q 2024). Revenue: €3.87b (down 7.3% from 2Q 2024). Net income: €42.9m (down 71% from 2Q 2024). Profit margin: 1.1% (down from 3.6% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 4.1%. Earnings per share (EPS) also missed analyst estimates by 64%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
공고 • Apr 11Brenntag SE, Annual General Meeting, May 22, 2025Brenntag SE, Annual General Meeting, May 22, 2025, at 10:00 W. Europe Standard Time.
공고 • Mar 13Brenntag SE announces Annual dividend, payable on May 27, 2025Brenntag SE announced Annual dividend of EUR 2.1000 per share payable on May 27, 2025, ex-date on May 23, 2025 and record date on May 26, 2025.
공고 • Dec 05+ 1 more updateBrenntag SE to Report Q3, 2025 Results on Nov 12, 2025Brenntag SE announced that they will report Q3, 2025 results on Nov 12, 2025
New Risk • Nov 14New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 47% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.
Reported Earnings • Nov 14Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: €0.82 (down from €1.18 in 3Q 2023). Revenue: €4.07b (flat on 3Q 2023). Net income: €118.2m (down 33% from 3Q 2023). Profit margin: 2.9% (down from 4.3% in 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
New Risk • Aug 14New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 52% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.
공고 • Aug 13+ 1 more updateBrenntag SE to Report Fiscal Year 2024 Final Results on Mar 12, 2025Brenntag SE announced that they will report fiscal year 2024 final results on Mar 12, 2025
공고 • Aug 02Brenntag SE (XTRA:BNR) acquired Monarch Chemicals Limited.Brenntag SE (XTRA:BNR) acquired Monarch Chemicals Limited on August 1, 2024. Monarch Chemicals has reported annual sales of £35.1 million in 2023. Brenntag SE (XTRA:BNR) completed the acquisition of Monarch Chemicals Limited on August 1, 2024.
Upcoming Dividend • May 17Upcoming dividend of €2.10 per shareEligible shareholders must have bought the stock before 24 May 2024. Payment date: 28 May 2024. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.1%).
공고 • May 09Brenntag SE (XTRA:BNR) agreed to acquire Quimica Delta, S.A. De C.V.Brenntag SE (XTRA:BNR) agreed to acquire Quimica Delta, S.A. De C.V. on May 7, 2024. In 2023, Quimica Delta reported annual sales of $368 million. Closing of the transaction is subject to customary conditions including regulatory approvals and is expected in Q3 of 2024.
공고 • Apr 04Brenntag SE (XTRA:BNR) acquired Lawrence Industries Limited.Brenntag SE (XTRA:BNR) acquired Lawrence Industries Limited on April 3, 2024. Lawrence Industries to join the Brenntag family. Lawrence Industries generated sales of approximately £30 million in 2023. Brenntag SE (XTRA:BNR) completed the acquisition of Lawrence Industries Limited on April 3, 2024.
Reported Earnings • Mar 08Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: €4.73 (down from €5.74 in FY 2022). Revenue: €16.8b (down 14% from FY 2022). Net income: €714.9m (down 19% from FY 2022). Profit margin: 4.3% (down from 4.6% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 6.0%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
공고 • Jan 30Brenntag SE, Annual General Meeting, May 23, 2024Brenntag SE, Annual General Meeting, May 23, 2024.
공고 • Dec 22Brenntag SE (XTRA:BNR) agreed to acquire Solventis Ltd.Brenntag SE (XTRA:BNR) agreed to acquire Solventis Ltd. on December 21, 2023. Closing of the transaction is subject to customary conditions including regulatory approvals and is expected in Q2 of 2024. In 2022, the Solventis group reported annual sales of over €300 million.
공고 • Dec 20+ 3 more updatesBrenntag SE to Report Q2, 2024 Results on Aug 13, 2024Brenntag SE announced that they will report Q2, 2024 results on Aug 13, 2024
공고 • Sep 08Brenntag SE (XTRA:BNR) signed an agreement to acquire the operating business from Chemgrit SA (Pty) Ltd.Brenntag SE (XTRA:BNR) signed an agreement to acquire the operating business from Chemgrit SA (Pty) Ltd on September 7, 2023. Brenntag Specialties will integrate Chemgrit’s Personal Care operations into its business unit Personal Care & HI&I. The closing is subject to customary conditions and is expected in the 4th quarter of 2023.
공고 • Sep 06Kuehne Holding AG acquired a 4.82% stake in Brenntag SE.Kuehne Holding AG acquired a 4.82% stake in Brenntag SE on September 4, 2023. Kuehne Holding AG completed the acquisition of a 4.82% stake in Brenntag SE on September 4, 2023.
Reported Earnings • Aug 13Second quarter 2023 earnings: EPS in line with expectations, revenues disappointSecond quarter 2023 results: EPS: €1.23 (down from €1.86 in 2Q 2022). Revenue: €4.26b (down 16% from 2Q 2022). Net income: €186.9m (down 35% from 2Q 2022). Profit margin: 4.4% (down from 5.7% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
공고 • Jun 21Brenntag SE agreed to acquire Shanghai Saifu Chemical Development Co., Ltd.Brenntag SE agreed to acquire Shanghai Saifu Chemical Development Co., Ltd. on June 20, 2023. As of December 2022, Shanghai Saifu Chemical Development Co., Ltd. reported annual revenue of €71 million. Closing of the transaction is expected in later this year, after the fulfilment of customary closing conditions.
Upcoming Dividend • Jun 09Upcoming dividend of €2.00 per share at 2.8% yieldEligible shareholders must have bought the stock before 16 June 2023. Payment date: 20 June 2023. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (2.7%).
Reported Earnings • May 10First quarter 2023 earnings released: EPS: €1.40 (vs €1.61 in 1Q 2022)First quarter 2023 results: EPS: €1.40 (down from €1.61 in 1Q 2022). Revenue: €4.53b (flat on 1Q 2022). Net income: €215.9m (down 13% from 1Q 2022). Profit margin: 4.8% (down from 5.5% in 1Q 2022). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 10Full year 2022 earnings released: EPS: €5.74 (vs €2.90 in FY 2021)Full year 2022 results: EPS: €5.74 (up from €2.90 in FY 2021). Revenue: €19.4b (up 35% from FY 2021). Net income: €886.8m (up 98% from FY 2021). Profit margin: 4.6% (up from 3.1% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 26% per year.
공고 • Feb 16Engine Capital Management LP Sends Letter to Brenntag SEOn February 14, 2023, Engine Capital Management LP announced that, it has taken a 1% stake in Brenntag SE and urged the chemicals distributor to spin off its specialties unit as they would be more valuable as separate entities. Further, Engine Capital stated that it made demands in a letter to Brenntag's management a month after the Company ended talks with smaller U.S. rival Univar Solutions on a possible takeover. In addition, Arnaud Ajdler and Brad Favreau stated that Brenntag's management acknowledged underperformance and took steps to fix it by separation of certain aspects of Brenntag Specialties from Brenntag Essential. As well as, it stated that if Brenntag Specialties takes recommendation of spin-off, it can maximize its potential trade at about 140 euros per share by the end of 2024 and close the gap with its competitors or else it will lose market share. Further, Engine Capital sought a share buyback program and to add a shareholder representative to Brenntag’s supervisory board.
공고 • Jan 14Brenntag SE Announces Board Changes, Effective April 1, 2023Brenntag SE announced the appointment of Michael Friede to the company's Management Board, effective April 1, 2023. He will succeed Henri Nejade as Chief Operating Officer Brenntag Specialties, who has chosen not to extend his contract by the end of June 30, 2023. Michael Friede joins from Akzo Nobel N.V., where he serves as Chief Commercial Officer - Performance Coatings and Member of the Executive Committee.
공고 • Dec 21+ 1 more updateBrenntag SE to Report Q3, 2023 Results on Nov 09, 2023Brenntag SE announced that they will report Q3, 2023 results on Nov 09, 2023
Reported Earnings • Nov 19Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: €1.60 (up from €1.02 in 3Q 2021). Revenue: €5.10b (up 36% from 3Q 2021). Net income: €246.9m (up 57% from 3Q 2021). Profit margin: 4.8% (up from 4.2% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.6%. Earnings per share (EPS) also surpassed analyst estimates by 6.5%. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
공고 • Nov 09+ 2 more updatesBrenntag SE, Annual General Meeting, Jun 15, 2023Brenntag SE, Annual General Meeting, Jun 15, 2023.
Upcoming Dividend • Jun 03Upcoming dividend of €1.45 per shareEligible shareholders must have bought the stock before 10 June 2022. Payment date: 14 June 2022. Payout ratio is a comfortable 37% but the company is paying out more than the cash it is generating. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.2%). Lower than average of industry peers (2.5%).
Reported Earnings • May 13First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: €1.61 (up from €0.63 in 1Q 2021). Revenue: €4.53b (up 45% from 1Q 2021). Net income: €249.3m (up 156% from 1Q 2021). Profit margin: 5.5% (up from 3.1% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.7%. Earnings per share (EPS) missed analyst estimates by 18%. Over the next year, revenue is forecast to grow 5.1%, compared to a 9.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Mar 11Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: €2.90 (down from €3.02 in FY 2020). Revenue: €14.4b (up 22% from FY 2020). Net income: €448.3m (down 3.9% from FY 2020). Profit margin: 3.1% (down from 4.0% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.7%. Earnings per share (EPS) missed analyst estimates by 18%. Over the next year, revenue is forecast to grow 5.9%, compared to a 9.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
Reported Earnings • Nov 08Third quarter 2021 earnings released: EPS €1.02 (vs €0.76 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €3.74b (up 30% from 3Q 2020). Net income: €157.4m (up 34% from 3Q 2020). Profit margin: 4.2% (up from 4.1% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 11Second quarter 2021 earnings released: EPS €0.87 (vs €0.80 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: €3.47b (up 23% from 2Q 2020). Net income: €134.1m (up 8.7% from 2Q 2020). Profit margin: 3.9% (down from 4.4% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jun 04Upcoming dividend of €1.35 per shareEligible shareholders must have bought the stock before 11 June 2021. Payment date: 15 June 2021. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.3%).
Reported Earnings • May 14First quarter 2021 earnings released: EPS €0.63 (vs €0.74 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: €3.13b (down 2.3% from 1Q 2020). Net income: €97.5m (down 14% from 1Q 2020). Profit margin: 3.1% (down from 3.5% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Mar 12Full year 2020 earnings released: EPS €3.02 (vs €3.02 in FY 2019)The company reported a mediocre full year result with weaker revenues, although earnings were flat and profit margins improved. Full year 2020 results: Revenue: €11.8b (down 8.2% from FY 2019). Net income: €466.5m (flat on FY 2019). Profit margin: 4.0% (up from 3.6% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 12% per year.
Analyst Estimate Surprise Post Earnings • Mar 12Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 0.1%. Earnings per share (EPS) exceeded analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 3.4%, compared to a 4.8% growth forecast for the Trade Distributors industry in Germany.
Is New 90 Day High Low • Mar 11New 90-day high: €70.02The company is up 12% from its price of €62.56 on 10 December 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €67.96 per share.
Is New 90 Day High Low • Jan 07New 90-day high: €68.18The company is up 23% from its price of €55.56 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €68.22 per share.
Is New 90 Day High Low • Dec 22New 90-day high: €65.50The company is up 20% from its price of €54.50 on 23 September 2020. The German market is up 6.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Trade Distributors industry, which is also up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €75.45 per share.
Analyst Estimate Surprise Post Earnings • Nov 07Revenue and earnings miss expectationsRevenue missed analyst estimates by 0.8%. Earnings per share (EPS) also missed analyst estimates by 4.0%. Over the next year, revenue is forecast to grow 2.5% while the growth in Trade Distributors industry in Germany is expected to stay flat.
Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS €0.76The company reported a soft third quarter result with weaker earnings and revenues, although profit margins were improved. Third quarter 2020 results: Revenue: €2.88b (down 12% from 3Q 2019). Net income: €120.6m (down 5.6% from 3Q 2019). Profit margin: 4.2% (up from 3.9% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 4% per year.
Is New 90 Day High Low • Nov 05New 90-day high: €58.16The company is up 12% from its price of €52.00 on 06 August 2020. The German market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €61.72 per share.