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

$19.38

25 Jun
2026

0.310

OPEN

$19.35

1.63%

HIGH

$19.63

3,062,735

LOW

$19.09

TARGET
$21.233 9.6% 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 . VGN . WTC .
FNARENA'S MARKET CONSENSUS FORECASTS
BXB: 1
Title FY26
Forecast		 FY27
Forecast
EPS (cps) 99.7 xxx
DPS (cps) 61.6 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 19.7 xxx
Dividend Yield 3.1% xxx
Div Pay Ratio(%) 61.8% 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: 4.10%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 2.94

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

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xx.xx%

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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

21/05/2026

3

Downgrade to Equal-weight from Overweight

$19.00

-1.96%

Morgan Stanley continues to like the long-term structural growth story and market position of Brambles. The company has cut FY26 guidance after repair "bottlenecks" emerged across parts of its US network which drove higher supply chain costs and limited pallet availability.

Profit growth guidance has been reduced to 3-5%, reflecting an estimated -US$60m earnings hit. Morgan Stanley reduces FY26 and FY27 EPS estimates by -8% and -5%, respectively.

As the risk/reward now appears more balanced and the stock is unlikely to re-rate until there is greater clarity on the issues, the broker downgrades to Equal-weight from Overweight. Target is lowered to $19 from $28. Industry view is In-Line.

FORECAST
Morgan Stanley forecasts a full year FY26 dividend of 58.95 cents and EPS of 103.30 cents.
Morgan Stanley forecasts a full year FY27 dividend of 64.84 cents and EPS of 114.35 cents.

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

25/06/2026

2

Overweight

$23.50

21.26%

Jarden maintains an Overweight rating for Brambles with a $23.50 target price following the release of the latest monthly industrial pallets tracker metrics.

Domestic softwood lumber input costs reaccelerated by 4.8% in May, running ahead of firm wood pallet pricing growth of 3.4% to turn the monthly operating spread negative for the first time since August 2025.

Macroeconomic headwinds continue to build across the broader freight distribution chain as on-road diesel outlays surged by 59.7% over the month.

The analyst highlights food and beverage retailer inventory growth decelerating to 2.5% in April, slipping back below its long-run 10-year average baseline of 3.0%.

Management revised its full-year revenue growth guidance to a range of 2% to 3% following a strategic -US$60m supply chain operational efficiency investment across North American networks.

FORECAST
Jarden forecasts a full year FY26 dividend of 42.60 cents and EPS of 99.03 cents.
Jarden forecasts a full year FY27 dividend of 63.95 cents and EPS of 107.13 cents.
Access Extra Coverage Research History >

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