Brambles (BXB) Aktievy
Brambles Limited tillhandahåller logistiklösningar för leveranskedjan. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 3/6 |
| Framtida tillväxt | 2/6 |
| Tidigare resultat | 4/6 |
| Finansiell hälsa | 3/6 |
| Utdelningar | 4/6 |
BXB Community Fair Values
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Analyst Price Targets
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Brambles
14.5% undervärderad intrinsisk rabatt
Brambles' Revenue Set to Climb 14% with Profit Margins Following
View narrativeRO
Published 19 May 2025
Brambles Limited Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | AU$18.73 |
| 52 veckors högsta | AU$25.56 |
| 52 veckors lägsta | AU$16.18 |
| Beta | 0.45 |
| 1 månads förändring | -4.24% |
| 3 månaders förändring | 0.11% |
| 1 års förändring | -25.26% |
| 3 års förändring | 28.02% |
| 5 års förändring | 68.28% |
| Förändring sedan börsintroduktionen | 308.65% |
Senaste nyheter och uppdateringar
Uppdatering av berättelse • Sep 03
BXB: Dividend Policy And Stable Margins Will Support Future Upside Potential
Analysts have trimmed their A$ price target for Brambles from A$26.85 to A$25.91, reflecting updated assumptions for a slightly higher discount rate, more moderate revenue growth, a marginally lower profit margin, and a modestly reduced future P/E multiple. What’s in the News for Brambles Brambles has declared a 2026 final dividend of 23.15 US cents per share for the year ended 30 June 2026, with a payout ratio of 64% that aligns with its stated policy to return 50% to 70% of underlying profit after finance costs and tax to shareholders.
Uppdatering av berättelse • Aug 17
BXB: Buyback And US Repair Reset Will Shape A More Balanced Outlook
Analysts have trimmed their fair value estimate for Brambles only slightly, from about A$21.74 to A$21.27, as they factor in a somewhat higher discount rate and P/E assumption while acknowledging that recent research views the current valuation as more reasonable. What’s in the News for Brambles No recent Brambles specific news items or key developments are available from the provided sources as at 14 Aug 2026.Recent updates
Uppdatering av berättelse • Sep 03
BXB: Dividend Policy And Stable Margins Will Support Future Upside Potential
Analysts have trimmed their A$ price target for Brambles from A$26.85 to A$25.91, reflecting updated assumptions for a slightly higher discount rate, more moderate revenue growth, a marginally lower profit margin, and a modestly reduced future P/E multiple. What’s in the News for Brambles Brambles has declared a 2026 final dividend of 23.15 US cents per share for the year ended 30 June 2026, with a payout ratio of 64% that aligns with its stated policy to return 50% to 70% of underlying profit after finance costs and tax to shareholders.Uppdatering av berättelse • Aug 17
BXB: Buyback And US Repair Reset Will Shape A More Balanced Outlook
Analysts have trimmed their fair value estimate for Brambles only slightly, from about A$21.74 to A$21.27, as they factor in a somewhat higher discount rate and P/E assumption while acknowledging that recent research views the current valuation as more reasonable. What’s in the News for Brambles No recent Brambles specific news items or key developments are available from the provided sources as at 14 Aug 2026.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Ny berättelse • 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?Ny berättelse • 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?Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Ny berättelse • 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.
Ny berättelse • 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.Aktieägarnas avkastning
| BXB | AU Commercial Services | AU Marknad | |
|---|---|---|---|
| 7D | -2.1% | -1.8% | -3.0% |
| 1Y | -25.3% | -21.8% | -2.6% |
Avkastning vs industri: BXB presterade sämre än Australian Commercial Services branschen som gav -21.8 % under det senaste året.
Avkastning vs Marknaden: BXB presterade sämre än Australian marknaden som gav -2.6 % under det senaste året.
Prisvolatilitet
| BXB volatility | |
|---|---|
| BXB Average Weekly Movement | 3.1% |
| Commercial Services Industry Average Movement | 7.8% |
| Market Average Movement | 9.6% |
| 10% most volatile stocks in AU Market | 16.6% |
| 10% least volatile stocks in AU Market | 3.9% |
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
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1875 | 12,000 | Graham Chipchase | www.brambles.com |
Brambles Limited tillhandahåller logistiklösningar för leveranskedjor. Företaget bedriver sin verksamhet genom segmenten CHEP Americas, CHEP EMEA och CHEP Asia-Pacific. Genom sitt nätverk för delning och återanvändning erbjuder företaget pallar, lådor och containrar för transport av varor i leveranskedjor.
Brambles Limited Sammanfattning av grunderna
| BXB grundläggande statistik | |
|---|---|
| Börsvärde | AU$24.87b |
| Vinst(TTM) | AU$1.33b |
| Intäkter(TTM) | AU$10.19b |
18.8x
P/E-förhållande2.5x
P/S-förhållandeÄr BXB övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| BXB resultaträkning (TTM) | |
|---|---|
| Intäkter | US$7.26b |
| Kostnad för intäkter | US$4.69b |
| Bruttovinst | US$2.57b |
| Övriga kostnader | US$1.62b |
| Intäkter | US$948.50m |
Senast redovisade vinst
Jun 30, 2026
Nästa vinstdatum
Feb 18, 2027
| Vinst per aktie (EPS) | 0.71 |
| Bruttomarginal | 35.36% |
| Nettovinstmarginal | 13.07% |
| Skuld/egenkapitalförhållande | 61.3% |
Hur har BXB utvecklats på lång sikt?
Se historisk utveckling och jämförelseUtdelningar
3.5%
Aktuell utdelningsavkastning66%
UtbetalningskvotGer BXB en tillförlitlig utdelning?
Se BXB utdelningshistorik och jämförelsetal| Brambles datum för utdelning | |
|---|---|
| Ex utdelningsdag | Sep 09 2026 |
| Utbetalningsdag för utdelning | Oct 08 2026 |
| Dagar till Ex-utdelning | 6 days |
| Dagar till utdelningsdag | 23 days |
Ger BXB en tillförlitlig utdelning?
Se BXB utdelningshistorik och jämförelsetalFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/09/15 10:25 |
| Aktiekurs vid dagens slut | 2026/09/15 00:00 |
| Intäkter | 2026/06/30 |
| Årlig intjäning | 2026/06/30 |
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.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* 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 används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det 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 23 analytiker. 12 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Matthew Ryan | Barrenjoey Markets Pty Limited |
| Richard Lee | BofA Global Research |
| Shaurya Visen | BofA Global Research |