Breedon Group plc

LSE:BREE Aktierapport

Börsvärde: UK£1.0b

Breedon Group Tidigare resultatutveckling

Tidigare kriterier kontrolleras 2/6

Breedon Group har ökat intäkterna med en genomsnittlig årlig takt på 6.6%, medan Basic Materials -branschen såg intäkterna minskar på 8.2% årligen. Intäkterna har varit växande med en genomsnittlig takt på 9% per år. Breedon Group s avkastning på eget kapital är 7% och den har en nettomarginal på 4.9%.

Viktig information

6.56%

Tillväxttakt i vinsten

6.12%

Tillväxttakt för EPS

Basic Materials Tillväxt i branschen11.41%
Intäkternas tillväxttakt9.03%
Avkastning på eget kapital7.01%
Nettomarginal4.89%
Nästa resultatuppdatering29 Jul 2026

Senaste uppdateringar av tidigare prestationer

Recent updates

Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Ny berättelse 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?
Uppdatering av berättelse 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.
Ny berättelse 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?
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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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Ny berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...

Fördelning av intäkter och kostnader

Hur Breedon Group tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.


Resultat- och intäktshistorik

LSE:BREE Intäkter, kostnader och resultat (GBP Millions )
DatumIntäkterIntäkterG+A KostnaderFoU-kostnader
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

Kvalitetsintäkter: BREE har inkomster av hög kvalitet.

Växande vinstmarginal: BREE s nuvarande netto vinstmarginaler (4.9%) är lägre än förra året (6.1%).


Fritt kassaflöde vs resultatanalys


Analys av tidigare vinsttillväxt

Resultatutveckling: BREE s intäkter har ökat med 6.6% per år under de senaste 5 åren.

Accelererande tillväxt: BREE s har haft negativ intäktstillväxt under det senaste året, så det kan inte jämföras med dess 5-åriga genomsnitt.

Resultat vs industri: BREE hade negativ intäktstillväxt ( -12.9% ) under det senaste året, vilket gör det svårt att jämföra med branschens genomsnitt Basic Materials ( -26.2% ).


Avkastning på eget kapital

Hög ROE: BREE s avkastning på eget kapital ( 7% ) anses vara låg.


Avkastning på tillgångar


Avkastning på sysselsatt kapital


Upptäck starka bolag som tidigare presterat bra

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/26 14:03
Aktiekurs vid dagens slut2026/05/26 00:00
Intäkter2025/12/31
Årlig intjäning2025/12/31

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

Breedon Group plc bevakas av 22 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.

AnalytikerInstitution
Rajesh PatkiBarclays
Emily BiddulphBarclays
Robert ChantryBerenberg