BRAMBLES LIMITED (BXB)
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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

$24.90

17 Sep
2025

-0.160

OPEN

$24.88

-0.64%

HIGH

$24.99

3,589,809

LOW

$24.72

TARGET
$26.825 7.7% upside
Franking for last dividend paid out: 30%
OTHER COMPANIES IN THE SAME SECTOR
ACE . AIZ . AQZ . AVD . AZJ . CLX . ERD . KLS . KSC . LAU . NTD . QAN . QUB . SPZ . SST . THL . WTC .
FNARENA'S MARKET CONSENSUS FORECASTS
BXB: 1
Title FY26
Forecast		 FY27
Forecast
EPS (cps) 111.4 xxx
DPS (cps) 67.4 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 22.1 xxx
Dividend Yield 2.7% xxx
Div Pay Ratio(%) 60.5% 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: N/A

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 N/A

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: 11/09 - ex-div 28.90c (franking 35%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 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

0.3

No. Of Recommendations

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

UBS

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

3

xxxxxxx xx xxxx xxxx xxxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

22/08/2025

1

Buy

$29.40

18.07%

Brambles' FY25 constant-currency FY25 EBIT met Ord Minnett and market's expectation which the broker reckons is a strong result given revenue was dragged down by decline in like-for-like volumes.

Positives included 3% growth in new business in 4Q25 and guidance for 8-11% EBIT growth in FY26, well ahead of the broker's 7% estimate.

The broker notes strong operating leverage raises potential for double-digit EBIT growth even with sales only rebounding to 3-5% growth.

Another key takeaway was gearing of 1.1x vs the company's 1.5-2.0x target, leaving headroom of around US$2.5bn for capital management beyond share buyback.

EPS forecasts for FY26-27 lifted by 2%. Buy. Target rises to $29.40 from $24.90.

Macquarie

xx/xx/xxxx

3

xxxxxxxxx xx xxxxxxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

3

xxxxxxx

$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

26/08/2025

5

Downgrade to Sell from Neutral

$22.10

-11.24%

While Brambles delivered well in FY25, Jarden points out fundamentals softened through 2H25, particularly with US Pallets showing negative pricing and weaker like-for-like volumes in 4Q25.

CHEP EMEA held up better on price, though volumes also deteriorated, observe the analysts.

FY26 constant FX revenue guidance of 3-5% and EBIT growth of 8-11% implies to the broker a heavy 2H skew, with reliance on cost-out to deliver operating leverage as volume and pricing headwinds emerge.

The broker's concerns also include reduced buybacks, the sustainability of cost reductions, and signs that earnings leverage is shifting to lower-quality drivers.

Jarden raises its target to $22.10 from $21.65 and downgrades to Sell from Neutral given the source of operating leverage is now largely cost reduction, as the stock reaches all-time highs.

FORECAST
Jarden forecasts a full year FY26 dividend of 40.50 cents and EPS of 104.84 cents.
Jarden forecasts a full year FY27 dividend of 67.77 cents and EPS of 113.06 cents.
Access Extra Coverage Research History >

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