Breedon Group plc

LSE:BREE 주식 리포트

시가총액: UK£999.6m

Breedon Group 과거 순이익 실적

과거 기준 점검 2/6

Breedon Group은 연평균 6.6%의 비율로 수입이 증가해 온 반면, Basic Materials 산업은 수입이 8.2% 감소했습니다. 매출은 연평균 9%의 비율로 증가했습니다. Breedon Group의 자기자본이익률은 7%이고 순이익률은 4.9%입니다.

핵심 정보

6.56%

순이익 성장률

6.12%

주당순이익(EPS) 성장률

Basic Materials 산업 성장률11.41%
매출 성장률9.03%
자기자본이익률7.01%
순이익률4.89%
다음 순이익 업데이트29 Jul 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 May 15

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

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

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

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

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

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

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

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

Infrastructure Tailwinds And Decarbonization Efforts Will Support Stable But Uneven Earnings

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

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

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

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

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

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

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

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

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

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

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

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

Analysts have trimmed their price target on Breedon Group to £3.60 from £4.10. This reflects updated views on the shares while retaining broadly cautious commentary.
내러티브 업데이트 Dec 18

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

Analysts have trimmed their price target for Breedon Group from £4.10 to £3.60. This reflects modestly softer profit margin expectations and a slightly lower discount rate, while growth and valuation assumptions remain broadly steady.
내러티브 업데이트 Dec 04

BREE: Future Upside May Emerge As Margins Gradually Stabilise

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

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

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

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

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

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

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

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

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

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

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

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

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

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

The board of Breedon Group plc ( LON:BREE ) has announced that it will be increasing its dividend by 5.3% on the 16th...
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새로운 내러티브 Mar 09

Investments In Lionmark And Peak Cluster Will Improve Future Market Position

U.S. market expansion and strategic acquisitions enhance Breedon's revenue prospects and stabilize earnings across varying economic conditions.
분석 기사 Feb 26

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

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

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

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

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

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

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

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

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

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

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

Shareholders appeared unconcerned with Breedon Group plc's ( LON:BREE ) lackluster earnings report last week. Our...
분석 기사 May 21

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

매출 및 비용 세부 내역

Breedon Group가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

LSE:BREE 매출, 비용 및 순이익 (GBP Millions)
날짜매출순이익일반관리비연구개발비
31 Dec 251,714842970
30 Sep 251,671872830
30 Jun 251,628902680
31 Mar 251,602932580
31 Dec 241,576962470
30 Sep 241,543962360
30 Jun 241,509962260
31 Mar 241,4981012170
31 Dec 231,4881062080
30 Sep 231,478106760
30 Jun 231,468107-560
31 Mar 231,432110-280
31 Dec 221,39611300
30 Sep 221,3501081570
30 Jun 221,3031043150
31 Mar 221,268913080
31 Dec 211,233793020
30 Sep 211,213752920
30 Jun 211,194712810
31 Mar 211,062522550
31 Dec 20929342300
30 Sep 20873332240
30 Jun 20818322190
31 Mar 20874552250
31 Dec 19930782310
30 Sep 19931762270
30 Jun 19932732240
31 Mar 19897692160
31 Dec 18863652080
30 Sep 18784601910
30 Jun 18705551730
31 Mar 18678561700
31 Dec 17652571660
30 Sep 17635511650
30 Jun 17618451640
31 Mar 17536411410
31 Dec 16455371180
30 Sep 1638832960
30 Jun 1632128740
31 Mar 1632026720
31 Dec 1531825700
30 Sep 1531224670
30 Jun 1530524640

양질의 수익: BREE는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: BREE의 현재 순 이익률 (4.9%)은 지난해 (6.1%)보다 낮습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: BREE의 수익은 지난 5년 동안 연평균 6.6% 증가했습니다.

성장 가속화: BREE은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.

수익 대 산업: BREE은 지난 1년 동안 수익이 감소(-12.9%)하여 Basic Materials 업계 평균(-26.2%)과 비교하기 어렵습니다.


자기자본이익률

높은 ROE: BREE의 자본 수익률(7%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/26 22:25
종가2026/05/26 00:00
수익2025/12/31
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
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시장 가격30년
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  • 배당, 분할 및 기타 조치
지분 구조10년
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경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
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* 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.

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분석가 소스

Breedon Group plc는 22명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Rajesh PatkiBarclays
Emily BiddulphBarclays
Robert ChantryBerenberg