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: 1.42
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

$22.20

06 Nov
2026

0.220

OPEN

$22.19

1.00%

HIGH

$22.25

4,830,974

LOW

$21.81

TARGET
$21.742 -2.1% downside
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 . SPZ . SST . THL . VGN . WTC .
FNARENA'S MARKET CONSENSUS FORECASTS
BXB: 1
Title FY27
Forecast		 FY28
Forecast
EPS (cps) 115.9 xxx
DPS (cps) 85.6 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 18.8 xxx
Dividend Yield 3.9% xxx
Div Pay Ratio(%) 73.9% 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: 4.90%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 3.06

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: 09/09 - ex-div 32.82c (franking 20%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202120222023202420252026
EPS Basic 48.057.875.385.596.5103.7
DPS All 41.632.339.552.062.265.6
Sales/Revenue 6,986.4 M7,664.4 M9,033.4 M9,987.3 M10,298.6 M10,393.5 M
Book Value Per Share 248.5257.1310.3347.0374.0349.3
Net Operating Cash Flow 2,091.2 M2,186.4 M2,959.8 M2,753.2 M2,830.3 M2,926.8 M
Net Profit Margin 10.27 %10.28 %10.65 %11.92 %12.96 %13.47 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202120222023202420252026
Return on Capital Employed 18.92 %22.06 %24.43 %26.03 %26.84 %28.63 %
Return on Invested Capital 10.20 %11.19 %12.74 %14.70 %15.22 %15.78 %
Return on Assets 6.63 %6.87 %7.33 %8.57 %9.15 %9.50 %
Return on Equity 18.92 %22.06 %24.43 %26.03 %26.84 %28.63 %
Return on Total Capital 12.78 %12.14 %13.99 %17.55 %18.66 %18.52 %
Free Cash Flow ex dividends 297.8 M-511.9 M6.2 M400.4 M570.4 M413.9 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 202120222023202420252026
Short-Term Debt 240 M282 M1,010 M234 M1,052 M281 M
Long Term Debt 3,041 M3,900 M3,323 M3,720 M3,867 M4,091 M
Total Debt 3,281 M4,182 M4,333 M3,954 M4,920 M4,372 M
Goodwill - Gross 277 M268 M282 M278 M301 M280 M
Cash & Equivalents - Generic 544 M230 M241 M169 M929 M111 M
Price To Book Value 4.604.164.644.196.265.58

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202120222023202420252026
Capex 1,452.6 M2,305.4 M2,504.1 M1,753.3 M1,478.0 M1,679.1 M
Capex % of Sales 20.79 %30.08 %27.72 %17.56 %14.35 %16.16 %
Cost of Goods Sold 5,620 M6,294 M7,270 M7,968 M8,190 M8,241 M
Selling, General & Admin. Exp & Other 439 M484 M617 M490 M354 M387 M
Research & Development ------
Investments - Total 81 M65 M236 M227 M296 M254 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

Macquarie

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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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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Citi

22/10/2026

1

Buy

$22.75

2.48%

Initial View: At today's AGM, management at Brambles has reaffirmed FY27 guidance and its FY28 margin targets, with pallet repair constraints expected to ease by the end of the first half of FY27, Citi notes.

The company bought an additional 1.4m pallets in the September quarter and plans to open six service centres during FY27.

The broker sees limited near-term execution risk, although softer consumer demand and efforts to win back around $10m of smaller customer business pose greater risks in the second half.

Citi expects Brambles to resume its share buyback shortly.

Buy rating retained. Target of $22.75.

Morgan Stanley

xx/xx/xxxx

3

xxxxx-xxxxxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

3

xxxx

$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

28/09/2026

2

Overweight

$23.70

6.76%

Jarden maintains an Overweight rating for Brambles with an unchanged $23.70 target price following the release of the US Pallets Cost Tracker for August 2026.

Softwood lumber costs eased from a 15.0% peak in July to an 11.8% increase, outpacing the 5.8% rise in wood pallet pricing.

The monthly spread between input costs and pricing remained negative for four consecutive months, registering at -7.7 percentage points for 1H27 year-to-date.

The analyst suggests the industry is temporarily absorbing this cost spike at the expense of margins, while a 45.7% acceleration in diesel and an 11.3% rise in freight rates indicate emerging pass-through risks.

Jarden views the August data as less supportive of the 1H27 cost outlook for the business, alongside food and beverage retailer inventories sitting above long-run averages as a supportive volume signal ahead of October results.
Access Extra Coverage Research History >

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