- Brambles projects underlying profit growth of 8% to 11% at constant foreign exchange rates.
- Sales revenue from continuing operations is expected to rise by 3% to 5% when measured at constant foreign exchange rates.
- The company is navigating ongoing macroeconomic uncertainty in key markets.
- Brambles remains committed to commercial discipline by converting new business and enhancing efficiencies.
- Free Cash Flow (FCF) before paying dividends is projected to be between $850 million and $950 million for FY26.
- Forecasts are influenced by factors such as customer demand, lumber prices, global supply chains, foreign exchange rates, and broader macroeconomic conditions.
- Current investment opinions on Brambles include 4 buys, 9 holds, and 2 sells.
- Comparative results are based on the original disclosures reported by the company.
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Brambles Ltd on Smartkarma
Analyst coverage of Brambles Ltd on Smartkarma by Baptista Research reveals a nuanced outlook. In their research report titled “Brambles Limited: Initiation of Coverage – Will Its Latest Investments in Technology & Data Analytics Help Disrupt the $10 Trillion Logistics Industry?”, Baptista Research delves into Brambles Limited’s performance for the first half of 2025. The analysis showcases a mixed picture, highlighting robust growth alongside specific challenges. Brambles demonstrated a 4% increase in sales, driven by both price realization and volume growth, coupled with a notable 10% uplift in underlying profit. This growth, especially in the U.S. pallets business, is attributed to successful net new business wins.
A look at Brambles Ltd Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 3 | |
| Growth | 3 | |
| Resilience | 3 | |
| Momentum | 3 | |
| OVERALL SMART SCORE | 2.8 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Based on the Smartkarma Smart Scores, Brambles Ltd has an overall positive outlook for the long term. The company scores moderately across different factors, with a Value score of 2 indicating fair valuation, while scoring slightly better in Dividend, Growth, Resilience, and Momentum with scores of 3. This suggests that Brambles Ltd is well-positioned for steady growth and is expected to maintain stable performance in the future.
Brambles Limited, a global support services group known for providing pallet and plastic container pooling services along with information management services, seems to have a balanced outlook according to the Smartkarma Smart Scores. With consistent ratings across various key factors, the company’s future prospects appear to be promising and indicate a positive trajectory for investors seeking long-term stability and potential growth.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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