Earnings Alerts

Brenntag AG (BNR) Earnings Hit as FY Ebita Forecast Cut and Estimates Missed

  • Brenntag has adjusted its full-year operating EBITDA forecast downwards to a range of EUR 950 million to EUR 1.05 billion.
  • The previous forecast was set between EUR 1.10 billion to EUR 1.30 billion, but estimates showed EUR 1.08 billion.
  • For the preliminary second quarter, Brenntag reported an operating gross profit of EUR 974.3 million.
  • The preliminary operating EBITDA for the second quarter stood at EUR 246.4 million.
  • A significant reason for the forecast revision is the unfavorable EUR/USD exchange rates, which have negatively impacted earnings since the beginning of the second quarter.
  • Current exchange rate levels are expected to continue affecting the company’s earnings adversely.
  • The company is experiencing a high degree of economic uncertainty due to ongoing geopolitical tensions and tariff discussions.
  • This climate has led to a noticeable slowdown in demand and increased pricing pressure across various end markets.
  • The described economic challenges are anticipated to persist into the second half of 2025.
  • Market analysts’ recommendations presently include 9 buys, 9 holds, and 3 sells on Brenntag’s stock.

Brenntag AG on Smartkarma



Analysts on Smartkarma, like Baptista Research, have started covering Brenntag AG. In a recent report titled “Brenntag SE: Initiation of Coverage- Defying Inflation with Game-Changing Cost Discipline!“, Baptista Research highlighted Brenntag SE’s position in the chemical distribution industry. They discussed the company’s first-quarter 2025 earnings amidst economic uncertainty, volatile geopolitical conditions, and potential tariff impacts. Despite stable sales at EUR 4.1 billion and a 2% year-over-year increase in operating gross profit to EUR 1.0 billion, Brenntag’s overall performance slightly missed expectations due to negative economic sentiments and a challenging pricing environment.



A look at Brenntag AG Smart Scores

FactorScoreMagnitude
Value3
Dividend4
Growth4
Resilience3
Momentum3
OVERALL SMART SCORE3.4

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 Smartkarma Smart Scores, Brenntag AG‘s long-term outlook seems positive. The company scores well in Dividend and Growth, indicating a strong potential for future returns and income stability. This suggests that Brenntag AG may provide steady dividends to its investors while also showing signs of robust growth in the coming years.

While the Value and Resilience scores are slightly lower, the overall scores across different factors suggest a balanced outlook for Brenntag AG. With a diverse customer base in industries such as oil and gas, paint, cosmetics, pharmaceuticals, and water treatment, the company’s market position appears stable, supported by its moderate Momentum score. Overall, Brenntag AG shows solid potential for long-term growth and sustainability in the chemical distribution industry.


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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