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Brenntag AG (DE:BNRA)
FRANKFURT:BNRA
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Brenntag AG (BNRA) Price & Analysis

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BNRA Stock Chart & Stats

€9.20
€0.20(1.79%)
At close: 4:00 PM EST
€9.20
€0.20(1.79%)

Bulls Say, Bears Say

Bulls Say
Diversified Business ModelBrenntag's two-segment model (Essentials and Specialties) spreads revenue across high-volume industrial chemicals and higher-value specialty ingredients. This diversification reduces exposure to any single end market, supporting steadier revenue and recovery potential over a 2–6 month horizon.
Value-added Services & LogisticsEmbedded services—blending, repackaging, regulatory support and logistics—create customer stickiness and higher switching costs versus commodity traders. These capabilities support sustainable margins in specialties and durable customer relationships that underpin revenue resilience over months.
Positive Cash Generation And Equity CushionDespite 2025 earnings pressure, Brenntag produced positive operating cash flow and free cash flow and maintained a substantial equity base. Consistent FCF and an equity cushion support dividends, debt servicing and selective reinvestment, preserving financial flexibility over the medium term.
Bears Say
Sharp Margin ErosionMargins compressed materially in 2025, reducing the company's profit buffer. Sustained lower gross and net margins limit operating leverage and reduce cash available for reinvestment or discretionary payouts. Recovering spreads or cost efficiencies may take several months and are not guaranteed.
Revenue ContractionTop-line weakness signals demand or pricing pressure across end markets. Reduced volumes and sales mix shifts can erode scale advantages in Essentials and slow specialty growth momentum, making margin recovery and FCF normalization dependent on a rebound that could be protracted over 2–6 months.
Rising Leverage And Lower ReturnsLeverage increased while ROE fell, reflecting weaker profitability and modestly higher balance-sheet risk. Higher indebtedness reduces strategic flexibility for M&A or capex and increases sensitivity to funding costs, constraining maneuverability over the medium term.

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 €12.10 in the past 12 months.
    What is Brenntag AG’s market cap?
    Brenntag AG’s market cap is €8.37B.
      When is Brenntag AG’s upcoming earnings report date?
      Brenntag AG’s upcoming earnings report date is May 13, 2026 which is in 24 days.
        How were Brenntag AG’s earnings last quarter?
        Brenntag AG released its earnings results on Mar 12, 2026. The company reported -€0.035 earnings per share for the quarter, missing the consensus estimate of €0.201 by -€0.236.
          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 0.15.
              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 -€0.035 in its last earnings report, missing expectations of €0.201. Following the earnings report the stock price went up 6.286%.
                  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
                    6.03%
                    Trailing 12-Months
                    Asset Growth
                    3.10%
                    Trailing 12-Months

                    Company Description

                    Brenntag AG

                    Brenntag SE purchases and supplies various industrial and specialty chemicals, and ingredients in Europe, the Middle East, Africa, North America, Latin America, the Asia Pacific, and internationally. The company operates through the divisions Brenntag Essentials and Brenntag Specialties. It provides value-added services, such as just-in-time delivery, product mixing, blending, repackaging, inventory management, and drum return handling, as well as technical and laboratory services for specialty chemicals. The company serves customers in various end-market industries, including nutrition, pharma, personal care, water treatment, and lubricants; and home, industrial, and institutional markets, as well as coatings and constructions, polymers, and rubber industries. Brenntag SE was founded in 1874 and is based in Essen, Germany.

                    Brenntag AG (BNRA) Earnings & Revenues

                    BNRA Company Deck

                    BNRA Earnings Call

                    Q4 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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