Breedon Group plc

LSE:BREE Stok Raporu

Piyasa değeri: UK£1.1b

Breedon Group Yönetim

Yönetim kriter kontrolleri 4/4

Breedon Group CEO'su Rob Wood, Apr2021 tarihinde atandı, in görev süresi 12.08 yıldır. in toplam yıllık tazminatı £ 1.29M olup, şirket hissesi ve opsiyonları dahil olmak üzere 53.7% maaş ve 46.3% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.15% ine doğrudan sahiptir ve bu hisseler £ 1.60M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 5 yıl ve 5.9 yıldır.

Anahtar bilgiler

Rob Wood

İcra Kurulu Başkanı

UK£1.3m

Toplam tazminat

CEO maaş yüzdesi53.69%
CEO görev süresi5yrs
CEO sahipliği0.2%
Yönetim ortalama görev süresi5yrs
Yönetim Kurulu ortalama görev süresi5.9yrs

Son yönetim güncellemeleri

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

Apr 22
We Think The Compensation For Breedon Group plc's (LON:BREE) CEO Looks About Right

Recent updates

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.

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?

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.

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?

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

Oct 29
Breedon Group (LON:BREE) Takes On Some Risk With Its Use Of Debt

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

Sep 23
Breedon Group's (LON:BREE) Dividend Will Be £0.0475

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

Aug 14
Breedon Group (LON:BREE) Has Announced A Dividend Of £0.0475

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

Apr 22
We Think The Compensation For Breedon Group plc's (LON:BREE) CEO Looks About Right

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

Apr 02
These 4 Measures Indicate That Breedon Group (LON:BREE) Is Using Debt Reasonably Well

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

Mar 18
Breedon Group (LON:BREE) Has Announced That It Will Be Increasing Its Dividend To £0.10
User avatar

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.

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

Feb 26
Breedon Group plc (LON:BREE) Shares Could Be 42% Below Their Intrinsic Value Estimate

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

Jan 20
What Does Breedon Group plc's (LON:BREE) Share Price Indicate?

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

Dec 10
Is Breedon Group (LON:BREE) A Risky Investment?

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

Sep 20
Is Breedon Group plc (LON:BREE) Trading At A 48% Discount?

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

Aug 24
When Should You Buy Breedon Group plc (LON:BREE)?

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

Aug 03
Some May Be Optimistic About Breedon Group's (LON:BREE) Earnings

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

May 21
Is Breedon Group (LON:BREE) A Risky Investment?

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

May 01
Breedon Group plc's (LON:BREE) Business And Shares Still Trailing The Market

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

Apr 10
Are Investors Undervaluing Breedon Group plc (LON:BREE) By 46%?

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

Mar 21
Breedon Group's (LON:BREE) Dividend Will Be Increased To £0.095

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

Mar 06
Why Breedon Group plc (LON:BREE) Could Be Worth Watching

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

Jan 06
Calculating The Intrinsic Value Of Breedon Group plc (LON:BREE)

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

Nov 28
Returns Are Gaining Momentum At Breedon Group (LON:BREE)

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

Oct 11
At UK£3.46, Is It Time To Put Breedon Group plc (LON:BREE) On Your Watch List?

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

Sep 28
Are Investors Undervaluing Breedon Group plc (LON:BREE) By 40%?

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

Jul 29
Here's What Analysts Are Forecasting For Breedon Group plc (LON:BREE) After Its Half-Year Results

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

Jul 06
Here's Why Breedon Group (LON:BREE) Has Caught The Eye Of Investors

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

Jun 20
Are Investors Undervaluing Breedon Group plc (LON:BREE) By 38%?

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

May 18
Slowing Rates Of Return At Breedon Group (LON:BREE) Leave Little Room For Excitement

CEO Tazminat Analizi

Rob Wood'un ücretlendirmesi Breedon Group'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Dec 31 2025UK£1mUK£692k

UK£84m

Sep 30 2025n/an/a

UK£87m

Jun 30 2025n/an/a

UK£90m

Mar 31 2025n/an/a

UK£93m

Dec 31 2024UK£2mUK£662k

UK£96m

Sep 30 2024n/an/a

UK£96m

Jun 30 2024n/an/a

UK£96m

Mar 31 2024n/an/a

UK£101m

Dec 31 2023UK£2mUK£636k

UK£106m

Sep 30 2023n/an/a

UK£106m

Jun 30 2023n/an/a

UK£107m

Mar 31 2023n/an/a

UK£110m

Dec 31 2022UK£2mUK£605k

UK£113m

Sep 30 2022n/an/a

UK£108m

Jun 30 2022n/an/a

UK£104m

Mar 31 2022n/an/a

UK£91m

Dec 31 2021UK£2mUK£534k

UK£79m

Sep 30 2021n/an/a

UK£75m

Jun 30 2021n/an/a

UK£71m

Mar 31 2021n/an/a

UK£52m

Dec 31 2020UK£750kUK£410k

UK£34m

Sep 30 2020n/an/a

UK£33m

Jun 30 2020n/an/a

UK£32m

Mar 31 2020n/an/a

UK£55m

Dec 31 2019UK£1mUK£408k

UK£78m

Tazminat ve Piyasa: Rob 'ın toplam tazminatı ($USD 1.75M ) UK pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 2.55M ).

Tazminat ve Kazançlar: Rob 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.

CEO

Rob Wood (59 yo)

5yrs
Görev süresi
UK£1,289,000
Tazminat

Mr. Robert Wood, also known as Rob, has been Chief Executive Officer at Breedon Group plc since April 1, 2021 and served as Group Finance Director since February 27, 2014 until April 1, 2021. Mr. Wood serv...

Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Robert Wood
CEO & Executive Director5yrsUK£1.29m0.15%
£ 1.6m
James Brotherton
CFO & Executive Director5yrsUK£893.00k0.035%
£ 373.3k
Louise Turner-Smith
Head of Investor Relationsno dataVeri yokVeri yok
James Atherton-Ham
Group General Counsel & Company Secretary4.3yrsVeri yokVeri yok
Caroline Roberts
Group People Director4.5yrsVeri yokVeri yok
Mike Pearce
Managing Director of Breedon GB Materials8.1yrsVeri yokVeri yok
Jude Lagan
Managing Director of Breedon Cement7.9yrsVeri yokVeri yok
Donna Hunt
Group Head of Sustainability5.8yrsVeri yokVeri yok
James Haluch
Managing Director of Breedon Surfacing Solutions5.1yrsVeri yokVeri yok
Pat Gilroy
Managing Director of Breedon Ireland3.8yrsVeri yokVeri yok
Brian Downes
Ireland Head of Land Minerals and Environmentno dataVeri yokVeri yok
Andy Arnold
Chief Executive of BMC Enterprises2.3yrsVeri yokVeri yok
5.0yrs
Ortalama Görev Süresi
59yo
Ortalama Yaş

Deneyimli Yönetim: BREE 'un yönetim ekibi deneyimli ve deneyimlidir ( 5 yıldır).

Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Robert Wood
CEO & Executive Director12.1yrsUK£1.29m0.15%
£ 1.6m
James Brotherton
CFO & Executive Director5yrsUK£893.00k0.035%
£ 373.3k
Carol Hui
Independent Non-Executive Director5.9yrsUK£74.00k0.0011%
£ 12.2k
Clive Watson
Senior Independent Director6.6yrsUK£85.00k0.019%
£ 204.8k
Amit Bhatia
Non-Executive Chairman9.7yrsUK£236.00k19.37%
£ 205.8m
Helen Miles
Independent Non-Executive Director5yrsUK£62.00kVeri yok
Pauline Lafferty
Independent Non-Executive Director4.7yrsUK£82.00kVeri yok
5.9yrs
Ortalama Görev Süresi
59.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: BREE 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 5.9 yıldır).

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/04/30 15:04
Gün Sonu Hisse Fiyatı2026/04/30 00:00
Kazançlar2025/12/31
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 kullanacağınızı anlatan 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

Breedon Group plc 21 Bu analistlerden 13, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Emily BiddulphBarclays
Rajesh PatkiBarclays
Robert ChantryBerenberg