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

$22.63

30 Apr
2026

0.560

OPEN

$22.37

2.54%

HIGH

$22.63

4,967,035

LOW

$22.11

TARGET
$26.317 16.3% 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) 106.8 xxx
DPS (cps) 67.6 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 21.5 xxx
Dividend Yield 3.0% 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: 3.92%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 2.42

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

Morgans

xx/xx/xxxx

2

xxxxxxxxxx

$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

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

12/03/2026

3

Neutral

$25.40

12.24%

UBS expects Brambles’ sales growth to track toward the lower end of FY26 guidance as soft FMCG volumes and weak like for like pallet demand offset modest restocking and new business wins.

Nielsen data indicates US food and household product volumes remain negative y/y, while CHEP volumes were flat in 1H26 as contract gains offset weaker underlying demand.

The analyst forecasts FY26 constant currency revenue growth of around 3%, assuming like for like volumes recover in 2H26 supported by easier comparables and US World Cup related activity.

Neutral rating and $25.40 target unchanged.

FORECAST
UBS forecasts a full year FY26 dividend of 71.00 cents and EPS of 109.00 cents.
UBS forecasts a full year FY27 dividend of 75.00 cents and EPS of 115.00 cents.

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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

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
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

22/04/2026

3

Neutral

$25.60

13.12%

Jarden maintains a Neutral rating and $25.60 price target for Brambles following an updated analysis of US pallet input costs.

The broker observes industry pallet pricing remains firm with softwood lumber costs down -7.0% compared to the prior year.

This re-emerging spread between pricing and input costs points to improving momentum in industry operating margins and more rational competition between whitewood and pooling pallet providers.

Transport costs are lifting alongside a 39% acceleration in diesel prices, though evidence shows these higher operating costs are not yet impacting retailer volumes.

The analysts expect observed competitive rationality will support the pass-through of these higher costs, keeping the near-term earnings outlook stable.

FORECAST
Jarden forecasts a full year FY26 dividend of 45.30 cents and EPS of 106.70 cents.
Jarden forecasts a full year FY27 dividend of 70.94 cents and EPS of 118.38 cents.
Access Extra Coverage Research History >

BXB STOCK CHART

FNArena News on BXB

Latest Transportation & Logistics News

1
Brambles: Worth Holding

May 17 2022 - Technicals
2
Brambles In The Weeds Over Plastic Indecision

Apr 26 2022 - Australia
3
Treasure Chest: Brambles Sour On The Palate

Dec 21 2021 - Treasure Chest
4
Treasure Chest: Aurizon, ESG Victim

Dec 14 2021 - Treasure Chest
5
Treasure Chest: Alliance Aviation Ready For Take Off

Nov 12 2021 - Treasure Chest
6
Qantas: Just Watch For Now

Oct 05 2021 - Technicals
7
Brambles Has Great Expectations For Plastic

Sep 16 2021 - Australia
8
Tough Ask As Aurizon Speeds Up Bulk Haulage

Aug 11 2021 - Australia
9
Charting A New Course In The Shipping Industry

Jun 09 2021 - International
10
Qantas On Recovery Route, Profits A Bit Longer

Mar 15 2021 - Australia