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

$16.53

02 Jun
2026

-0.270

OPEN

$16.29

-1.61%

HIGH

$16.73

5,097,943

LOW

$16.29

TARGET
$21.358 29.2% 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) 99.4 xxx
DPS (cps) 62.0 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 16.4 xxx
Dividend Yield 3.8% xxx
Div Pay Ratio(%) 62.4% 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: 4.16%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 3.41

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

UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

3

xxxxxxxxx xx xxxxx-xxxxxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

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Citi

20/05/2026

1

Buy

$23.55

42.47%

Citi flags downside pressures on the Brambles' share price from the unexpected subcontractor problem and subsequent guidance downgrade.

A resolution within the timeframe as articulated by management could result in updates for the FY26 results and AGM into year end.

The analyst believes the anticipated Supply-plus (S+) announcement in early 2027 should offer some positive news and potentially a roadmap to the stock price's recovery.

Brambles digitalisation strategy is viewed as a core item in the investment case for the stock. Citi remains cautiously optimistic.

Buy rated with a lower target of $23.55 from $27.55.

Morgans

xx/xx/xxxx

3

xxxxxxxxx xx xxxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

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Macquarie

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

21/05/2026

2

Overweight

$23.50

42.17%

Jarden maintains an Overweight rating for Brambles with its 12-month target price lowered to $23.50 from $25.15 following an operational trading update.

Third-party repair centre friction points across the network have required an additional investment of -US$60m to fund handling, relocation, and customer service shortfalls.

Ongoing margin headwinds from bringing previously outsourced repair functions in-house within the CHEP Americas division prompt a more conservative medium-term outlook.

Inability to pass these elevated costs to serve directly through to customers presents structural challenges, according to the report.

Core earnings per share revisions reflect a -5% decline for FY26 and -8% downgrades for FY27 and FY28, which are expected to temporarily weigh on forward price-to-earnings multiples.
Access Extra Coverage Research History >

BXB STOCK CHART

FNArena News on BXB

1
May In Review: AI Momentum, Healthcare Pain

10:30 AM - Australia
2
Brambles’ Cost Recovery Challenge

May 25 2026 - Australia
3
Weekly Ratings, Targets, Forecast Changes – 22-05-26

May 25 2026 - Weekly Reports
4
Next Week At A Glance – 25-29 May 2026

May 22 2026 - Weekly Reports
5
Australian Broker Call *Extra* Edition – May 21, 2026

May 21 2026 - Daily Market Reports

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