Brambles Limited (AU:BXB)
ASX:BXB
Earnings Data
Report Date
Aug 25, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.51Last Year’s EPS
0.44Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong financial and operational resilience despite soft end-market demand. Positive highlights include revenue growth, underlying profit expansion, robust free cash flow (upgraded FY26 guidance), higher EPS, a meaningful dividend increase, buyback progress, productivity-driven margin gains, safety improvements, and promising digital/Serialization Plus pilot results (Chile). Principal challenges are weaker like‑for‑like volumes due to subdued consumer demand, a 4 million excess pallet overhang in the U.S. (stored and incurring costs), higher damage/repair and input inflation costs, and some region-specific one‑off charges (Europe IPEP and restructuring). Management expects margin and cash benefits to accelerate in H2 and continues to prioritize capital discipline and measured rollout of Serialization Plus, with a >15% ROI hurdle for full rollout. On balance, the positives (profit, cash flow, shareholder returns, productivity, safety, and pilot digital traction) outweigh the operational and demand headwinds, though risks from demand and some regional cost pressures remain.Company Guidance
Revenue Growth
Group sales revenue increased 2% in H1 FY26, driven by net new business momentum and price realization (~2%) that recovered cost-to-serve increases.
Underlying Profit and Margin Expansion
Underlying profit rose 7% (9% excluding ~USD 15m one-off restructuring costs). Group margin improved by 1.1 percentage points half-on-half and management remains on track for the FY28 margin expansion target of 3+ percentage points.
Strong Free Cash Flow and Capital Allocation
Free cash flow before dividends of USD 482 million (H1), up USD 53 million year-on-year. FY26 free cash flow guidance upgraded by USD 100 million to USD 950m–1.1bn. On-market buyback of USD 400m on track with USD 191m executed in H1.
Shareholder Returns and EPS
Interim dividend USD 0.23 per share, up 21% year-on-year. EPS from continuing operations grew 13% and total value created for shareholders was ~16% with a dividend yield of 3%.
Operating Leverage and Productivity
Supply chain and overhead productivity delivered operating leverage: procurement/transport/plant optimization produced USD 73m cost savings, contributing ~0.8 percentage points to margin; overhead/other productivity contributed ~0.3 points.
Safety and Operational Improvements
Lost time injury frequency rate improved 38% year-on-year. Plant of the Future and automation initiatives progressing to improve safety, efficiency and resilience.
Asset Efficiency and Capital Intensity Stabilized
Pooling CapEx to sales ratio at 11.8% in H1 FY26; IPEP to sales ratio remained ~2% in H1 and is expected to be ~1.6% for the full year as audit timing and asset control normalize.
Serialization Plus Pilot Momentum (Chile) and Digital Progress
Chile pilot: 95% of customers converted to the effortless service offer (near 99% by late commentary), transactional customer queries reduced by ~1/3, 5 new customer conversions and 2 lane expansions in H1. Tag costs reduced >20% after trials; additional read infrastructure instrumented (10 service centers) and on track to cover ~2/3 of planned flows in North America by end FY26.
Sustainability and Recognition
Scope 1 & 2 emissions reduced by 5% and Scope 3 by 1% in the period. Retained CDP A-List ratings for climate change and forest and achieved global top employer certification for the fourth consecutive year.
Regional Commercial Wins
Net new business growth continued (group +2% in H1) with Americas and Europe contributing (Americas net new business +4%, Europe +2%). CHEP Americas revenue +2% with margins up 2.1 points and ROCE improvement of 2.3 points.
AU:BXB Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AU:BXB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 18, 2026 | AU$23.17 | AU$24.04 | +3.74% |
Aug 20, 2025 | AU$22.62 | AU$25.61 | +13.21% |
Feb 19, 2025 | AU$18.82 | AU$19.12 | +1.58% |
Aug 20, 2024 | AU$14.79 | AU$16.16 | +9.25% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Brambles Limited (AU:BXB) report earnings?
Brambles Limited (AU:BXB) is schdueled to report earning on Aug 25, 2026, TBA (Confirmed).
What is Brambles Limited (AU:BXB) earnings time?
Brambles Limited (AU:BXB) earnings time is at Aug 25, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is the P/E ratio of Brambles Limited stock?
The P/E ratio of Brambles is N/A.
What is AU:BXB EPS forecast?
AU:BXB EPS forecast for the fiscal quarter 2026 (Q4) is 0.51.