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

$22.99

22 Jan
2026

0.480

OPEN

$22.71

2.13%

HIGH

$23.03

1,759,854

LOW

$22.64

TARGET
$26.783 16.5% upside
Franking for last dividend paid out: 30%
OTHER COMPANIES IN THE SAME SECTOR
ACE . AIZ . AQZ . AVD . AZJ . BWN . 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) 110.9 xxx
DPS (cps) 67.1 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 20.7 xxx
Dividend Yield 2.9% 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: 4.91%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 2.50

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

0.5

No. Of Recommendations

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

Citi

xx/xx/xxxx

1

xxxxxxx xx xxx xxxx xxxxxxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Morgans

25/08/2025

3

Upgrade to Hold from Trim

$25.70

11.79%

Morgans described Brambles' FY25 result as solid, delivered amid a challenging macroeconomic backdrop especially in the US. Sales missed the broker's forecast by -1% but EBIT was 2% ahead.

Like-for-like volumes fell -1% y/y but the momentum improved in 4Q25, with net new business growth of 3%. The broker expects this to bode well for FY26 outlook.

For FY26, the company expects 3-5% sales growth in constant forex terms, and the broker is forecasting 4%. The broker reckons margin expansion remains key with FY28 margin improvement upgraded to 300bps vs FY24 from 200bps before.

The broker lifted FY26-28 EBIT forecast by 5-7% on higher confidence in the company's execution. Rating rises to Hold from Trim.

Target increases to $25.70 from $19.75.

FORECAST
Morgans forecasts a full year FY26 dividend of 69.45 cents and EPS of 108.04 cents.
Morgans forecasts a full year FY27 dividend of 77.17 cents and EPS of 121.93 cents.

Macquarie

xx/xx/xxxx

3

xxxxxxxxx xx xxxxxxx xxxx 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

21/01/2026

3

Upgrade to Neutral from Sell

$23.10

0.48%

Brambles goes into the 1H26 result (Feb 19) with Jarden expecting resilient earnings delivery, supported by ongoing pricing discipline and pallet availability initiatives, despite softer volumes in some end markets.

The broker believes margin momentum should remain intact, underpinned by cost control, network optimisation and carry-over pricing benefits, with US demand trends seen as stable relative to other industrial exposures.

Jarden expects Brambles to reaffirm FY26 guidance, with free cash flow generation and capital discipline remaining key focus areas for investors at the result and lifts EPS forecasts by 1.3% for FY26 and 1.2% for FY27.

The stock is upgraded to Neutral from Sell due to the share price underperformance. Target price lifted to $23.10 frm $22.10.

FORECAST
Jarden forecasts a full year FY26 dividend of 42.80 cents and EPS of 105.73 cents.
Jarden forecasts a full year FY27 dividend of 68.22 cents and EPS of 113.91 cents.
Access Extra Coverage Research History >

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