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Brenntag AG (DE:BNRA)
FRANKFURT:BNRA

Brenntag AG (BNRA) Price & Analysis

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BNRA Stock Chart & Stats

€11.50
€0.10(0.88%)
At close: 4:00 PM EDT
€11.50
€0.10(0.88%)

Bulls Say, Bears Say

Bulls Say
Scale & Value‑Added DistributionBrenntag's core business of sourcing, blending, repackaging and logistics creates durable customer stickiness across fragmented end markets. Its scale and technical sales teams enable just‑in‑time service and access for producers to many small customers, supporting recurring revenue and long‑term competitive advantage.
Manageable Leverage / Stable Balance SheetDebt roughly at 75% of equity in TTM and the latest annual period signals a balanced capital structure. This manageable leverage supports resilience in cyclical periods, capacity to fund working capital and selective investments, and reduces refinancing risk versus peers with higher leverage.
Consistent Free Cash Flow GenerationOperating and free cash flow materially exceed reported net income, indicating cash quality and the ability to fund dividends, capex and inventory. Even with modest recent softening, persistent positive FCF provides financial flexibility to support operations, M&A or shareholder returns over time.
Bears Say
Low Profitability / Narrow MarginsVery low net and modest operating margins leave limited cushion against input cost inflation or pricing pressure. Narrow margins constrain reinvestment and sensitivity to small revenue shocks, reducing earnings durability and the firm's ability to expand returns absent structural mix improvement toward higher‑value specialty products.
Revenue And EPS WeaknessDeclining top line and sharply negative EPS growth signal demand softness or margin/mix headwinds. Falling revenue reduces economies of scale in distribution and makes fixed logistics and warehouse costs harder to leverage, pressuring medium‑term earnings power unless growth or mix reverses.
Cooling Returns On EquityA notable fall in ROE indicates reduced efficiency in converting capital into shareholder returns despite stable leverage. Persistently lower returns can constrain investor appeal and limit internal funding for growth, suggesting management must improve margins or capital allocation to restore long‑term profitability.

Brenntag AG News

BNRA FAQ

What was Brenntag AG’s price range in the past 12 months?
Brenntag AG lowest stock price was €8.60 and its highest was €12.70 in the past 12 months.
    What is Brenntag AG’s market cap?
    Brenntag AG’s market cap is €8.83B.
      When is Brenntag AG’s upcoming earnings report date?
      Brenntag AG’s upcoming earnings report date is Aug 12, 2026 which is in 9 days.
        How were Brenntag AG’s earnings last quarter?
        Brenntag AG released its earnings results on May 13, 2026. The company reported €0.138 earnings per share for the quarter, missing the consensus estimate of €0.154 by -€0.016.
          Is Brenntag AG overvalued?
          According to Wall Street analysts Brenntag AG’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Brenntag AG pay dividends?
            Brenntag AG does not currently pay dividends.
            What is Brenntag AG’s EPS estimate?
            Brenntag AG’s EPS estimate is 0.34.
              How many shares outstanding does Brenntag AG have?
              Brenntag AG has 721,926,800 shares outstanding.
                What happened to Brenntag AG’s price movement after its last earnings report?
                Brenntag AG reported an EPS of €0.138 in its last earnings report, missing expectations of €0.154. Following the earnings report the stock price went down -1.639%.
                  Which hedge fund is a major shareholder of Brenntag AG?
                  Currently, no hedge funds are holding shares in DE:BNRA
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Brenntag AG Stock Smart Score

                    4
                    Neutral
                    1
                    2
                    3
                    4
                    5
                    6
                    7
                    8
                    9
                    10

                    Technicals

                    SMA
                    Negative
                    20 days / 200 days
                    Momentum
                    -1.57%
                    12-Months-Change

                    Fundamentals

                    Return on Equity
                    3.10%
                    Trailing 12-Months
                    Asset Growth
                    2.64%
                    Trailing 12-Months

                    Company Description

                    Brenntag AG

                    Brenntag SE functions as a major global distributor, procuring and supplying a comprehensive range of industrial and specialty chemicals, as well as essential ingredients. Its extensive operations span across Europe, the Middle East, Africa, the Americas (North and Latin), and the Asia Pacific region. The company organizes its business through two primary divisions: Brenntag Essentials and Brenntag Specialties. Beyond simply distributing products, Brenntag delivers a suite of value-added services to its clients. These services encompass efficient logistics like just-in-time delivery and managing drum returns, as well as product customization through mixing, blending, and repackaging. Additionally, they provide crucial support with inventory management and offer specialized technical and laboratory services tailored for their specialty chemical offerings. Brenntag serves a diverse array of end-market industries, including vital sectors such as nutrition, pharmaceuticals, personal care, water treatment, and lubricants. Its clientele also extends to the home, industrial, and institutional markets, alongside industries like coatings, construction, polymers, and rubber. Founded in 1874, Brenntag SE is headquartered in Essen, Germany.

                    Brenntag AG (BNRA) Earnings & Revenues

                    BNRA Company Deck

                    BNRA Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Neutral
                    The earnings call highlighted Brenntag's successful cost containment efforts and resilient free cash flow, but also pointed to ongoing challenges such as declining EBITDA, economic uncertainty, and competitive pressures from Chinese imports. While strategic initiatives and executive restructuring aim to address these challenges, the guidance towards the lower end indicates caution.View all DE:BNRA earnings summaries
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