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Brambles LimitedASX:BXB Aktierapport

Marknadsvärde AU$30.9b
Aktiekurs
AU$22.93
AU$26.06
12.0% undervärderad intrinsisk rabatt
1Y10.2%
7D4.1%
Portföljens värde
Utsikt

Brambles Limited

ASX:BXB Aktierapport

Börsvärde: AU$30.9b

BXB Community Fair Values

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Brambles Limited Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för Brambles
Historiska aktiekurser
Aktuell aktiekursAU$22.93
52 veckors högstaAU$26.93
52 veckors lägstaAU$20.45
Beta0.53
1 månads förändring0.087%
3 månaders förändring2.37%
1 års förändring10.24%
3 års förändring61.71%
5 års förändring116.93%
Förändring sedan börsintroduktionen400.29%

Senaste nyheter och uppdateringar

Recent updates

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).

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.

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.

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.

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.

Brambles Limited's (ASX:BXB) Popularity With Investors Is Under Threat From Overpricing

Jan 28
Brambles Limited's (ASX:BXB) Popularity With Investors Is Under Threat From Overpricing

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.

With EPS Growth And More, Brambles (ASX:BXB) Makes An Interesting Case

Jan 13
With EPS Growth And More, Brambles (ASX:BXB) Makes An Interesting Case

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.

Is Brambles (ASX:BXB) A Risky Investment?

Dec 28
Is Brambles (ASX:BXB) A Risky Investment?

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.

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.

Brambles (ASX:BXB) Shareholders Will Want The ROCE Trajectory To Continue

Nov 25
Brambles (ASX:BXB) Shareholders Will Want The ROCE Trajectory To Continue

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.

Are Investors Undervaluing Brambles Limited (ASX:BXB) By 28%?

Nov 11
Are Investors Undervaluing Brambles Limited (ASX:BXB) By 28%?

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.

Brambles Limited's (ASX:BXB) Shares May Have Run Too Fast Too Soon

Oct 29
Brambles Limited's (ASX:BXB) Shares May Have Run Too Fast Too Soon

With EPS Growth And More, Brambles (ASX:BXB) Makes An Interesting Case

Oct 05
With EPS Growth And More, Brambles (ASX:BXB) Makes An Interesting Case

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.

Is Brambles (ASX:BXB) A Risky Investment?

Sep 22
Is Brambles (ASX:BXB) A Risky Investment?

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.

Brambles (ASX:BXB) Will Pay A Larger Dividend Than Last Year At $0.3196

Sep 08
Brambles (ASX:BXB) Will Pay A Larger Dividend Than Last Year At $0.3196

Brambles (ASX:BXB) Will Pay A Larger Dividend Than Last Year At $0.3196

Aug 24
Brambles (ASX:BXB) Will Pay A Larger Dividend Than Last Year At $0.3196

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.

Under The Bonnet, Brambles' (ASX:BXB) Returns Look Impressive

Aug 09
Under The Bonnet, Brambles' (ASX:BXB) Returns Look Impressive

Brambles Limited's (ASX:BXB) Popularity With Investors Is Under Threat From Overpricing

Jul 24
Brambles Limited's (ASX:BXB) Popularity With Investors Is Under Threat From Overpricing

A Look At The Fair Value Of Brambles Limited (ASX:BXB)

Jul 09
A Look At The Fair Value Of Brambles Limited (ASX:BXB)

Should You Be Adding Brambles (ASX:BXB) To Your Watchlist Today?

Jun 24
Should You Be Adding Brambles (ASX:BXB) To Your Watchlist Today?

Weekly Picks: 📈 PINS' Multiple Tailwinds, BXB Compounds, and STG's Challenging Future

May 28
Weekly Picks: 📈 PINS' Multiple Tailwinds, BXB Compounds, and STG's Challenging Future
User avatar

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.
User avatar

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.

Aktieägarnas avkastning

BXBAU Commercial ServicesAU Marknad
7D4.1%2.3%-0.5%
1Y10.2%8.0%5.8%

Avkastning vs industri: BXB översteg Australian Commercial Services branschen som gav 8 % under det senaste året.

Avkastning vs Marknaden: BXB översteg Australian marknaden som gav 5.8 % under det senaste året.

Prisvolatilitet

Is BXB's price volatile compared to industry and market?
BXB volatility
BXB Average Weekly Movement3.0%
Commercial Services Industry Average Movement7.8%
Market Average Movement10.7%
10% most volatile stocks in AU Market17.7%
10% least volatile stocks in AU Market4.5%

Stabil aktiekurs: BXB har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för Australian.

Volatilitet över tid: BXB s veckovolatilitet ( 3% ) har varit stabil under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
187512,058Graham Chipchasewww.brambles.com

Brambles Limited är verksamt som ett logistikföretag inom försörjningskedjan. Företaget är verksamt genom segmenten CHEP Americas, CHEP EMEA och CHEP Asia-Pacific. Företaget erbjuder plattformar för att transportera varor genom sina leveranskedjor.

Brambles Limited Sammanfattning av grunderna

Hur förhåller sig Brambles:s resultat och omsättning till dess börsvärde?
BXB grundläggande statistik
BörsvärdeAU$30.89b
Vinst(TTM)AU$1.28b
Intäkter(TTM)AU$9.71b
24.1x
P/E-förhållande
3.2x
P/S-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
BXB resultaträkning (TTM)
IntäkterUS$7.01b
Kostnad för intäkterUS$4.55b
BruttovinstUS$2.47b
Övriga kostnaderUS$1.54b
IntäkterUS$925.90m

Senast redovisade vinst

Dec 31, 2025

Nästa vinstdatum

Aug 20, 2026

Vinst per aktie (EPS)0.69
Bruttomarginal35.17%
Nettovinstmarginal13.21%
Skuld/egenkapitalförhållande57.8%

Hur har BXB utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Utdelningar

2.8%
Aktuell utdelningsavkastning
65%
Utbetalningskvot

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/01 04:13
Aktiekurs vid dagens slut2026/05/01 00:00
Intäkter2025/12/31
Årlig intjäning2025/06/30

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Brambles Limited bevakas av 26 analytiker. 13 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Matthew RyanBarrenjoey Markets Pty Limited
Nicholas McGarrigleBarrenjoey Markets Pty Limited
Shaurya VisenBofA Global Research