Brenntag SE

XTRA:BNR Stok Raporu

Piyasa değeri: €9.1b

Brenntag Gelecekteki Büyüme

Future kriter kontrolleri 3/6

Brenntag kazanç ve gelirin sırasıyla yıllık 23% ve 2.6% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 22.9% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 12.8% olacağı tahmin edilmektedir.

Anahtar bilgiler

23.0%

Kazanç büyüme oranı

22.93%

EPS büyüme oranı

Trade Distributors kazanç büyümesi13.6%
Gelir büyüme oranı2.6%
Gelecekteki özkaynak getirisi12.82%
Analist kapsamı

Good

Son güncelleme25 Jul 2026

Gelecekteki son büyüme güncellemeleri

Analiz Makalesi • Aug 15

Earnings Miss: Brenntag SE Missed EPS By 64% And Analysts Are Revising Their Forecasts

XTRA:BNR 1 Year Share Price vs Fair Value Explore Brenntag's Fair Values from the Community and select yours Brenntag...

Recent updates

Anlatı Güncellemesi • Jun 22

BNR: Easing Pricing Tailwinds Will Pressure Margins And Limit Upside Potential

The analyst price target for Brenntag has been reduced by €10 to €57. Analysts are factoring in Brenntag's exposure to easing pricing tailwinds in certain regions, while also noting relatively resilient demand and a steadier pricing backdrop compared with some peers.
Anlatı Güncellemesi • Jun 06

BNR: Resilient Demand Expectations Will Still Leave Execution Risks In Focus

The analyst fair value estimate for Brenntag has increased from €42.00 to €44.00, reflecting higher price targets from analysts, including recent upgrades that cite more resilient second half demand and a smaller expected price roll off compared with peers. Analyst Commentary Recent research on Brenntag shows a mix of optimism and caution.
Anlatı Güncellemesi • May 23

BNR: Resilient Demand And Higher Discount Rate Will Shape Fairly Balanced Outlook

The analyst price target for Brenntag has shifted from roughly €53.86 to about €56.43. Analysts cite more resilient second half demand, a smaller price roll off versus peers, and recent rating and target increases from several firms as key drivers of the change.
Anlatı Güncellemesi • May 01

BNR: Higher Discount Rate And Lower P E May Cap Share Price

Analysts have trimmed their Brenntag price target slightly from about €54.50 to roughly €53.86. This reflects updates to assumptions on discount rate, revenue growth, profit margin and future P/E following recent UBS and Deutsche Bank research.
Anlatı Güncellemesi • Apr 15

BNR: Dividend And Epoxy Expansion Are Expected To Support Re Rating

Analysts have nudged their price target for Brenntag slightly higher to about €68, citing updated assumptions for revenue growth, profit margins and a lower future P/E multiple following recent research, including an upgrade at a major bank. Analyst Commentary Recent research points to a more constructive tone around Brenntag, with bullish analysts aligning their models to the updated assumptions on revenue growth, profit margins and future P/E multiples that underpin the new price target around €68.
Anlatı Güncellemesi • Apr 01

BNR: Sector Headwinds And Execution Risks Will Sustain Earnings Pressure

Narrative Update The analyst price target for Brenntag has been adjusted to €50. Analysts cite updated 2026 sector views, a more cautious stance on chemical distribution and staffing peers, and revised assumptions for discount rate, revenue growth, profit margin, and future P/E.
Anlatı Güncellemesi • Mar 18

BNR: Distribution Execution And Staffing Risks Will Sustain Earnings Pressure

Analysts have reduced their Brenntag price target to €50 from €63, citing a more cautious stance on chemical distribution and staffing within the broader European business services group. Analyst Commentary Bearish analysts have shifted to a more cautious stance on Brenntag, pointing to risks around execution in chemical distribution and staffing within the broader European business services group.
Anlatı Güncellemesi • Mar 04

BNR: Expanded Epoxy Partnership Will Support A More Constructive Long Term View

Our Brenntag narrative has been updated to reflect a lower analyst price target of €50, down from €63, as analysts factor in more cautious assumptions on revenue growth, profit margins and sector conditions, even while using a slightly higher discount rate and a higher future P/E multiple. Analyst Commentary The latest rating and price target move to €50 comes as part of a broader 2026 reassessment of European business services and chemical distribution names.
Anlatı Güncellemesi • Feb 18

BNR: Chemical Distribution Concerns Will Sustain Earnings Pressure And Extended Multiple Compression

Analysts have cut their price target on Brenntag to €50 from €63, reflecting a more cautious view on chemical distribution as they update their 2026 outlook and favor other business services names instead. Analyst Commentary Bearish analysts have moved Brenntag to a less favorable rating and cut the price target to €50 from €63, signaling a stricter view on what they are willing to pay for the shares in the medium term.
Anlatı Güncellemesi • Feb 03

BNR: Chemical Distribution Execution Risk Will Pressure Earnings And Sustain Multiple Compression

Narrative update on Brenntag Analysts have trimmed their average price target for Brenntag to €50 from €63. This reflects a more cautious view on chemical distribution and related business services, while still keeping fair value assumptions broadly unchanged.
Anlatı Güncellemesi • Jan 20

BNR: Staffing And Chemical Distribution Risks Will Pressure Earnings And Sustain Multiple Compression

Narrative Update on Brenntag Brenntag's analyst price target has been cut to €50 from €63, with analysts citing a more cautious view on chemical distribution and staffing exposure within their 2026 outlook. Analyst Commentary Bearish analysts have shifted their stance on Brenntag, cutting the price target to €50 from €63 and moving the rating to Underweight.
Anlatı Güncellemesi • Jan 06

BNR: Weaker Chemical Demand Will Pressure Earnings And Sustain Multiple Compression

Analysts have trimmed their average price targets on Brenntag to a range around €45 to €50, reflecting more cautious views on chemical distribution volumes and the company's growth profile. Analyst Commentary Recent research updates on Brenntag point to a more cautious stance on the stock, with several bearish analysts rethinking both ratings and price targets in light of concerns around chemical distribution and the company's growth profile.
Analiz Makalesi • Dec 31

Is There An Opportunity With Brenntag SE's (ETR:BNR) 49% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Brenntag fair value estimate is €96.93 Current share price of...
Anlatı Güncellemesi • Dec 18

BNR: Weaker Chemical Demand Will Pressure Earnings And Drive Multiple Compression

Analysts have reduced their price target on Brenntag from about EUR 47 to EUR 42. This reflects expectations for a weaker growth profile and a deteriorating chemical market backdrop, even as margins hold up and valuation multiples compress slightly.
Anlatı Güncellemesi • Dec 04

BNR: Share Price Will Rebound As Cost Efficiencies Support Earnings Resilience

The analyst price target for Brenntag has been trimmed slightly from EUR 54.67 to about EUR 54.50, as analysts factor in a weaker chemical market backdrop, lower expected growth, and modestly softer profitability assumptions. Analyst Commentary Recent Street research reflects a more cautious stance on Brenntag, with several firms lowering price targets and reassessing the companys risk reward profile in light of a softer chemical demand outlook.
Analiz Makalesi • Nov 29

Here's Why Brenntag (ETR:BNR) Can Manage Its Debt Responsibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Anlatı Güncellemesi • Nov 20

BNR: Share Price Will Rebound As Chemical Market Challenges Ease

Brenntag's analyst fair value estimate has declined from €57.24 to €54.67, as analysts cite a weaker growth outlook and challenging chemical market conditions as reasons for the reduced price target. Analyst Commentary Recent analyst updates on Brenntag reflect a shift in sentiment as experts weigh the company’s outlook in the context of ongoing market challenges and valuation considerations.
Analiz Makalesi • Nov 09

Brenntag SE's (ETR:BNR) Shares May Have Run Too Fast Too Soon

It's not a stretch to say that Brenntag SE's ( ETR:BNR ) price-to-earnings (or "P/E") ratio of 15.8x right now seems...
Anlatı Güncellemesi • Nov 05

BNR: Share Price Will Reflect Sector Headwinds as Market Conditions Stabilize

Brenntag's consensus analyst price target has been lowered noticeably in recent updates. Analysts cite a challenging chemical market environment and expectations for slower growth as key factors behind the revised outlook.
Anlatı Güncellemesi • Oct 22

Analyst Commentary Signals Lower Growth Expectations as Brenntag Faces Reduced Price Targets

Brenntag's analyst price target has been revised downward by approximately EUR 3 to EUR 57, as analysts point to ongoing reductions in expected growth and profitability in light of a challenging market backdrop. Analyst Commentary Recent analyst coverage of Brenntag reflects a cautious sentiment across the market, with lowered price targets and revised outlooks highlighting ongoing concerns about the company's growth prospects and market challenges.
Anlatı Güncellemesi • Oct 08

Specialty Chemicals And Biopharma Expansion Will Unlock Long-Term Value

Brenntag's analyst price target has been reduced by several euros, as analysts cite lower expectations for revenue growth, profit margins, and sector cyclicality. Analyst Commentary Recent street research updates reflect a mixed outlook on Brenntag, with several analysts adjusting their ratings and lowering price targets in light of the company’s ongoing performance and sector trends.
Analiz Makalesi • Sep 20

Return Trends At Brenntag (ETR:BNR) Aren't Appealing

There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Anlatı Güncellemesi • Sep 05

Specialty Chemicals And Biopharma Expansion Will Unlock Long-Term Value

Analysts have maintained a cautious outlook on Brenntag due to its increased earnings cyclicality, macroeconomic uncertainties, and negative FX impacts, resulting in an unchanged consensus price target at €62.83. Analyst Commentary Bearish analysts cite increased cyclicality in Brenntag’s business versus specialty distributors, leading to greater earnings volatility.
Analiz Makalesi • Aug 15

Earnings Miss: Brenntag SE Missed EPS By 64% And Analysts Are Revising Their Forecasts

XTRA:BNR 1 Year Share Price vs Fair Value Explore Brenntag's Fair Values from the Community and select yours Brenntag...
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Yeni Anlatı • Nov 25

Decisive Acquisitions And Digital Innovations Propel Transformation Amid Challenges

Strategic focus on divisional optimization and cost containment is set to enhance revenue and improve net margins by reducing expenses.

Kazanç ve Gelir Büyüme Tahminleri

XTRA:BNR - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (EUR Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/202816,07363461495712
12/31/202715,56856459892813
12/31/202615,33151748579414
3/31/202614,762228657948N/A
12/31/202515,172265674967N/A
9/30/202515,649419670989N/A
6/30/202516,000424585908N/A
3/31/202516,307530569901N/A
12/31/202416,237536564907N/A
9/30/202416,1915456721,054N/A
6/30/202416,2106038211,188N/A
3/31/202416,2916401,0781,421N/A
12/31/202316,8157151,3431,664N/A
9/30/202317,6076821,2861,565N/A
6/30/202318,6197531,2791,551N/A
3/31/202319,4238531,0551,322N/A
12/31/202219,429887690957N/A
9/30/202218,737843421659N/A
6/30/202217,374754221442N/A
3/31/202215,783600135346N/A
12/31/202114,383448189389N/A
9/30/202113,221501435613N/A
6/30/202112,364461684864N/A
3/31/202111,7164509041,092N/A
12/31/202011,7954671,0201,219N/A
9/30/202012,0454659651,174N/A
6/30/202012,4194757861,009N/A
3/31/202012,851476704922N/A
12/31/201912,822467N/A879N/A
9/30/201912,829483N/A787N/A
6/30/201912,796467N/A621N/A
3/31/201912,757460N/A549N/A
12/31/201812,550461N/A375N/A
9/30/201812,288394N/A340N/A
6/30/201811,959383N/A341N/A
3/31/201811,745372N/A317N/A
12/31/201711,743361N/A405N/A
9/30/201711,502401N/A394N/A
6/30/201711,229394N/A450N/A
3/31/201710,892389N/A517N/A
12/31/201610,498360N/A540N/A
9/30/201610,337334N/A654N/A
6/30/201610,325335N/A641N/A
3/31/201610,352340N/A633N/A
12/31/201510,346365N/A594N/A
9/30/201510,384393N/A501N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: BNR 'nin tahmini kazanç büyümesi (yıllık 23% ) tasarruf oranının ( 2.1% ) üzerindedir.

Kazançlar ve Piyasa: BNR şirketinin kazançlarının (yıllık 23% ) German pazarından (yıllık 15.5% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: BNR şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.

Gelir ve Pazar: BNR şirketinin gelirinin (yıllık 2.6% ) German pazarından (yıllık 6.7% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: BNR şirketinin gelirinin (yıllık 2.6% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: BNR 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 12.8 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/08/06 19:46
Gün Sonu Hisse Fiyatı2026/08/06 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Brenntag SE 29 Bu analistlerden 14, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Volker BosseBaader Helvea Equity Research
Gaurav JainBarclays
James StewartBarclays