BRAMBLES LIMITED (BXB)
Share Price Analysis and Chart

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BXB

BXB - BRAMBLES LIMITED

FNArena Sector : Transportation & Logistics
Year End: June
GICS Industry Group : Commercial & Professional Services
Debt/EBITDA: 1.42
Index: ASX20 | ASX50 | ASX100 | ASX200 | ASX300 | ALL-ORDS

Brambles is an Australian supply-chain logistics company operating in more than 50 countries. It provides unit-load equipment, pallets, crates and containers to the global transport sector. It first listed on the Australian Securities Exchange in 1954.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$19.59

31 Aug
2026

-0.160

OPEN

$19.80

-0.81%

HIGH

$19.95

7,029,428

LOW

$19.46

TARGET
$21.375 9.1% upside
Franking for last dividend paid out: 20%
OTHER COMPANIES IN THE SAME SECTOR
ACE . AIZ . AQZ . AVD . AZJ . BWN . CLX . ERD . FRW . KLS . KSC . LAU . NTD . QAN . SPZ . SST . THL . VGN . WTC .
FNARENA'S MARKET CONSENSUS FORECASTS
BXB: 1
Title FY27
Forecast		 FY28
Forecast
EPS (cps) 117.8 xxx
DPS (cps) 88.7 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 16.5 xxx
Dividend Yield 4.6% xxx
Div Pay Ratio(%) 75.3% xxx
This company reports in USD.
All estimates have been converted into AUD by FNArena at present FX values.

Dividend yield today if purchased 3 years ago: 4.32%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 3.32

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 11/03 - ex-div 32.74c (franking 20%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202120222023202420252026
EPS Basic xxxxxxxxxxxxxxx103.7
DPS All xxxxxxxxxxxxxxx76.8
Sales/Revenue xxxxxxxxxxxxxxx10,393.5 M
Book Value Per Share xxxxxxxxxxxxxxx349.3
Net Operating Cash Flow xxxxxxxxxxxxxxx2,926.8 M
Net Profit Margin xxxxxxxxxxxxxxx13.47 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202120222023202420252026
Return on Capital Employed xxxxxxxxxxxxxxx28.63 %
Return on Invested Capital xxxxxxxxxxxxxxx15.78 %
Return on Assets xxxxxxxxxxxxxxx9.50 %
Return on Equity xxxxxxxxxxxxxxx28.63 %
Return on Total Capital xxxxxxxxxxxxxxx18.52 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx413.9 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 202120222023202420252026
Short-Term Debt xxxxxxxxxxxxxxx281 M
Long Term Debt xxxxxxxxxxxxxxx4,091 M
Total Debt xxxxxxxxxxxxxxx4,372 M
Goodwill - Gross xxxxxxxxxxxxxxx280 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx111 M
Price To Book Value xxxxxxxxxxxxxxx5.58

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202120222023202420252026
Capex xxxxxxxxxxxxxxx1,679.1 M
Capex % of Sales xxxxxxxxxxxxxxx16.16 %
Cost of Goods Sold xxxxxxxxxxxxxxx8,241 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx387 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx254 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.5

No. Of Recommendations

6
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgan Stanley

xx/xx/xxxx

3

xxxxx-xxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Macquarie

21/08/2026

3

Neutral

$19.00

-3.01%

Brambles reported FY26 sales of US$7,043m, up 6%, and underlying earnings of US$1,494m, up 9%, despite a -US$90m impact from US repair constraints, Macquarie reports.

Europe/Middle East/Africa and Asia-Pacific delivered solid growth, while Americas earnings were constrained by repair centre disruption, with risks lingering. 

Timely resolution of US repair constraints remains key, Macquarie suggests, including restoring customer relationships and new business momentum.

The macro context is also not supportive. The stock trades at a -3% discount to its 10-year average enterprise multiple, which the broker does not think is sufficiently attractive to mitigate the risks. Neutral retained, target rises to $19.00 from $18.60.

FORECAST
Macquarie forecasts a full year FY27 dividend of 67.00 cents and EPS of 101.58 cents.
Macquarie forecasts a full year FY28 dividend of 61.04 cents and EPS of 101.44 cents.

Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

1

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Jarden

24/08/2026

2

Overweight

$23.70

20.98%

Brambles delivered FY26 underlying NPAT of $949m, landing largely in line with market expectations.

However, FY27 guidance underwhelmed investors as constant currency EBIT growth was guided to 2%-6%, alongside escalating US supply-chain costs resulting from third-party repair and reissue providers ceasing coverage.

The projected second-half weighting in FY27 introduces execution risks driven by volatile recent demand, broadening cost inflation, and the necessity for higher pricing to match the cost to serve.

Jarden maintains an Overweight rating, noting that these operational risks are already reflected in the current share price, while lifting the target price to $23.70 from $23.25.

FORECAST
Jarden forecasts a full year FY27 dividend of 95.48 cents and EPS of 149.11 cents.
Jarden forecasts a full year FY28 dividend of 105.22 cents and EPS of 164.37 cents.
Access Extra Coverage Research History >

BXB STOCK CHART

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