BRAMBLES LIMITED (BXB)
Share Price Analysis and Chart

Enter the company code or Name for stock analysis:

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

$22.43

14 Apr
2026

-0.390

OPEN

$22.61

-1.71%

HIGH

$22.94

2,713,879

LOW

$22.43

TARGET
$26.567 18.4% 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 . VGN . WTC .
FNARENA'S MARKET CONSENSUS FORECASTS
BXB: 1
Title FY26
Forecast		 FY27
Forecast
EPS (cps) 107.3 xxx
DPS (cps) 68.0 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 20.7 xxx
Dividend Yield 3.1% xxx
Div Pay Ratio(%) 63.4% 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: 4.00%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 2.51

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

Macquarie

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

UBS

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Morgans

xx/xx/xxxx

2

xxxxxxx xx xxxxxxxxxx xxxx xxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Morgan Stanley

20/02/2026

1

Overweight

$28.00

24.83%

First half results from Brambles beat estimates and Morgan Stanley observes strong first half margins and an improved free cash flow outlook highlight its operating discipline.

Earnings rose to US$792m, led by strong growth in the Americas while EMEA lagged.

Forecast sales growth of 3-4% for FY26 implies a pick up in the second half, the broker notes, with management expecting to benefit from stabilising like-for-like sales amid easier comparables and some recovery in US demand.

Target rises to $28 from $26 and an Overweight rating is maintained. Industry view: In Line.

FORECAST
Morgan Stanley forecasts a full year FY26 dividend of 66.20 cents and EPS of 108.34 cents.
Morgan Stanley forecasts a full year FY27 dividend of 69.22 cents and EPS of 115.86 cents.

Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial
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

14.13%

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 107.28 cents.
Jarden forecasts a full year FY27 dividend of 71.32 cents and EPS of 119.02 cents.
Access Extra Coverage Research History >

BXB STOCK CHART

FNArena News on BXB

1
Rudi’s View: Make Today’s Crisis Your Opportunity

Mar 25 2026 - Rudi's View
2
Rudi’s View: Top Picks & Conviction Buys

Mar 19 2026 - Rudi's View
3
Rudi’s View: Oil, Inflation, Growth & Stagflation

Mar 18 2026 - Rudi's View
4
Weekly Ratings, Targets, Forecast Changes – 27-02-26

Mar 02 2026 - Weekly Reports
5
Weekly Ratings, Targets, Forecast Changes – 20-02-26

Feb 23 2026 - Weekly Reports

Latest Transportation & Logistics News

1
Eroad Promises Profitable Growth Ahead

Oct 02 2025 - Small Caps
2
Can Virgin Succeed This Time?

Jul 23 2025 - Small Caps
3
Contract Wins Support Kelsian Group Optimism

Jun 25 2025 - Small Caps
4
BHP Props Up Aurizon

Jun 18 2025 - Australia
5
Alliance Aviation Cleared For Dividend Takeoff

Dec 16 2024 - Small Caps
6
Brambles’ Slow Start Of Little Concern

Oct 29 2024 - Australia
7
Brambles Leverages Deep Data Analysis

Sep 18 2024 - Australia
8
Aurizon: A Dividend Downer For Investors

Aug 14 2024 - Australia
9
Treasure Chest: Qantas Airways

Jul 15 2024 - Treasure Chest
10
In Brief: Airlines, Pathology & Seek

Jul 12 2024 - Weekly Reports