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: 1.63
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

$24.22

20 Feb
2026

-0.160

OPEN

$24.13

-0.66%

HIGH

$24.49

3,127,792

LOW

$23.97

TARGET
$26.792

+0.19 change from previous day

 10.6% 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 . QUB . SPZ . SST . THL . WTC .
FNARENA'S MARKET CONSENSUS FORECASTS
BXB: 1
Title FY26
Forecast		 FY27
Forecast
EPS (cps) 109.5 xxx
DPS (cps) 69.1 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 22.4 xxx
Dividend Yield 2.8% xxx
Div Pay Ratio(%) 63.1% 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: 4.66%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 2.30

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: 10/09 - ex-div 32.00c (franking 30%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx96.5
DPS All xxxxxxxxxxxxxxx62.2
Sales/Revenue xxxxxxxxxxxxxxx10,298.6 M
Book Value Per Share xxxxxxxxxxxxxxx374.0
Net Operating Cash Flow xxxxxxxxxxxxxxx2,830.3 M
Net Profit Margin xxxxxxxxxxxxxxx12.96 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx26.84 %
Return on Invested Capital xxxxxxxxxxxxxxx15.22 %
Return on Assets xxxxxxxxxxxxxxx9.15 %
Return on Equity xxxxxxxxxxxxxxx26.84 %
Return on Total Capital xxxxxxxxxxxxxxx18.66 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx570.4 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 202020212022202320242025
Short-Term Debt xxxxxxxxxxxxxxx1,052 M
Long Term Debt xxxxxxxxxxxxxxx3,867 M
Total Debt xxxxxxxxxxxxxxx4,920 M
Goodwill - Gross xxxxxxxxxxxxxxx301 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx929 M
Price To Book Value xxxxxxxxxxxxxxx6.26

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx1,478.0 M
Capex % of Sales xxxxxxxxxxxxxxx14.35 %
Cost of Goods Sold xxxxxxxxxxxxxxx8,190 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx354 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx296 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

0.6

No. Of Recommendations

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

Morgans

xx/xx/xxxx

2

xxxxxxx xx xxxxxxxxxx xxxx xxxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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UBS

20/02/2026

3

Neutral

$25.40

4.87%

Brambles delivered a first half sales outcome that was below expectations while margin benefits occurred and underlying earnings were ahead of UBS estimates.

Sales guidance has been narrowed to growth of 3-4% in FY26 with EBIT guidance held at 8-11% following 6.8% growth in the first half. UBS believes the lower end of EBIT guidance is more likely and the results do not materially change its view on the stock.

While the market position of CHEP is acknowledged, the broker does not envisage enough valuation upside to be more positive on the stock and retains a Neutral rating. Target edges down to $25.40 from $25.65.

FORECAST
UBS forecasts a full year FY26 dividend of 71.00 cents and EPS of 109.00 cents.
UBS forecasts a full year FY27 dividend of 75.00 cents and EPS of 115.00 cents.

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

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

23/02/2026

3

Neutral

$25.60

5.70%

Jarden lifts its target price to $25.60 from $23.10 and maintains a Neutral rating on Brambles following a solid 1H26 result.

The broker highlights revenue growth of 2% and EBIT growth of 7%, with core EPS 4.5% ahead of consensus, as strong operating leverage in CHEP Americas offset a -4% EBIT decline in CHEP EMEA.

Management's FY26 tevenue guidance has been trimmed to 3% to 4% from 3% to 5%, while FY26 EBIT growth guidance of 8% to 11% was maintained, implying a stronger 2H26 skew supported by restructuring benefits and cost control.

Jarden increases its FY26, FY27 and FY28  EPS forecasts and includes a further US$400m on-market buyback in FY27, post higher expected free cash flow guidance of US$950m to US$1,100m and balance sheet capacity.

FORECAST
Jarden forecasts a full year FY26 dividend of 45.30 cents and EPS of 109.06 cents.
Jarden forecasts a full year FY27 dividend of 72.50 cents and EPS of 120.98 cents.
Access Extra Coverage Research History >

BXB STOCK CHART

FNArena News on BXB

1
Weekly Ratings, Targets, Forecast Changes – 20-02-26

10:30 AM - Weekly Reports
2
Australian Broker Call *Extra* Edition – Feb 23, 2026

10:00 AM - Daily Market Reports
3
FNArena Corporate Results Monitor – 20-02-2026

Feb 20 2026 - Australia
4
Rudi’s View: More Surprises, Led By CBA & BHP

Feb 19 2026 - Rudi's View
5
Rudi’s View: Many February Uncertainties

Feb 04 2026 - Rudi's View

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