Brambles (BMBLF) Stock Price & Analysis
BMBLF Stock Chart & Stats
- Day’s Range
- $14.82 - $15.32
- 52-Week Range
- $10.83 - $18.27
- Previous Close
- $15.16
- Volume
- N/A
- Average Volume (3M)
- 6,418
- Market Cap
- $19.97B
- Enterprise Value
- $30.69B
- Total Cash (Recent Filing)
- $76.77M
- Total Debt (Recent Filing)
- $3.03B
- Price to Earnings (P/E)
- 21.2
- Beta
- 0.41
- Next Earnings
- Feb 18, 2027 (Est.)
- EPS Estimate
- 0.36
- Last Dividend Ex-Date
- Sep 10, 2026
- Dividend Yield
- 3.11%
Bulls Say, Bears Say
Bulls Say
Pooling Network And Switching Costs
Brambles’ reusable-asset pooling model combines network density, customer relationships and operational infrastructure, making substitution less attractive for manufacturers, growers and retailers. These features can support recurring usage revenue, asset utilization and durable competitive positioning across supply chains.
Profitability And Capital Efficiency
Improving underlying profit, ROCE and EPS indicate that Brambles is converting its operating scale into stronger returns despite the U.S. repair disruption. Sustained productivity, pricing and cost management can support earnings resilience and reinforce the company’s ability to fund growth.
Strong Cash Generation
Repeatedly strong free cash flow provides Brambles with internal funding for pooling assets, digital initiatives and operational improvements while also supporting shareholder distributions. This cash generation strengthens financial flexibility and helps sustain investment in the network over the medium term.
Bears Say
U.S. Repair Capacity Constraints
Repair-capacity constraints are a material operational drag because they reduce pallet availability, increase restoration costs and delay onboarding of new business. Although remediation is planned, the guided FY27 impact shows that the issue can continue to weigh on earnings and service economics.
Margin And Cost Volatility
The gross-margin decline and lower operating profit show that revenue growth is not translating consistently into incremental earnings. Cost and mix pressure may limit margin sustainability, making future profit expansion more dependent on productivity, pricing realization and successful operational execution.
Moderate Leverage Limits Flexibility
Debt near equity gives Brambles less financial flexibility than a lightly leveraged balance sheet, particularly when capital spending and repair requirements rise together. Leverage can constrain the company’s ability to absorb prolonged operating pressure or fund additional initiatives without competing demands.
Brambles News
BMBLF FAQ
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Brambles Stock Smart Score
Company Description
Brambles
Brambles Limited operates as a leading supply chain logistics enterprise. The company's operations are strategically divided into several geographic segments: CHEP North America and Latin America; CHEP Europe, Middle East, Africa, and India; and CHEP Australia, New Zealand, and Asia (excluding India). Its core business revolves around managing pooled unit-load equipment and associated offerings, primarily concentrating on the outsourced administration of pallets, crates, and other containers. Brambles provides its services to a wide array of industries, such as fast-moving consumer goods, fresh produce, beverages, retail, and general manufacturing. Founded in 1875, the organization is headquartered in Sydney, Australia.
- Sector
- Industrials
- Industry
- Specialty Business Services
- CEO
- Graham Andrew Chipchase
- Employees
- 12,000
- Website
- www.brambles.com
- Address
- 255 George Street, Sydney, NSW, 2000, AU
Brambles (BMBLF) Earnings & Revenues
BMBLF Company Deck
BMBLF Earnings Call
Earnings Call SentimentPositive
The call presented a predominantly constructive financial and operational picture—revenue growth, margin expansion, ROCE and EPS improvement, strong free cash flow (>USD 1bn) and meaningful shareholder returns—while also transparently disclosing a material operational issue in the U.S. (repair capacity constraints) that reduced FY '26 earnings by USD 90 million and will cause a near-term earnings drag into FY '27 (USD 35–55 million guidance). Management outlined clear remediation plans (additional pallets purchased, subcontractor transitions, automation, end-of-line inspections, specialist response teams) and reiterated medium-term targets (margin improvement toward FY '28 and total value creation >10%). Given the scale of the positive financial outcomes and the credible recovery and investment plans to address the U.S. disruption, the highlights meaningfully outweigh the lowlights.
View all BMBLF earnings summariesBMBLF Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 11 | 6 | 5 |
| Technical Analysis | 3 | 6 | 1 |
| Moving Averages | 8 | 0 | 4 |
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