Although weak demand and tariffs cloud the Zacks Containers - Paper and Packaging industry's near-term outlook, BXBLY and KRT are navigating the challenges well.
Brambles (BXBLY) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Brambles Ltd. (OTCMKTS:BXBLY - Get Free Report) gapped down prior to trading on Friday. The stock had previously closed at $34.50, but opened at $32.86. Brambles shares last traded at $34.4750, with a volume of 10,385 shares trading hands. Wall Street Analysts Forecast Growth Separately, Zacks Research raised Brambles to a "hold" rating in
Brambles Limited (BXBLY) Q2 2026 Earnings Call Transcript
Brambles Limited (OTCPK:BXBLY) Shareholder/Analyst Call October 22, 2025 11:00 PM EDT Company Participants John Mullen Maxine Brenner Robert Gerrard Graham Chipchase - CEO & Executive Director Carina Thuaux - Group Company Secretary & Corporate Counsel Vikas Bansal Anthony Palmer Kendra Banks James Miller Conversation John Mullen Well, good afternoon, ladies and gentlemen. So my name is John, John Mullen, and it's a great privilege as Chair of Brambles to welcome you to the 2025 AGM and to declare the meeting open.
Brambles Limited (OTCPK:BMBLF) Q4 2025 Earnings Conference Call August 20, 2025 8:00 PM ET Company Participants Graham Andrew Chipchase - CEO & Executive Director Joaquin Gil - Chief Financial Officer Conference Call Participants Andre Peter Fromyhr - UBS Investment Bank, Research Division Anthony Moulder - Jefferies LLC, Research Division Jakob Cakarnis - Jarden Limited, Research Division Justin Barratt - CLSA Limited, Research Division Matthew H. Ryan - Barrenjoey Markets Pty Limited, Research Division Owen Birrell - RBC Capital Markets, Research Division Peter Steyn - Macquarie Research Samuel Seow - Citigroup Inc., Research Division Scott Ryall - Rimor Equity Research Pty Ltd Graham Andrew Chipchase Good morning, everyone, and welcome to Brambles Full Year Results Presentation for FY '25.
Here is how Brambles Ltd. (BXBLY) and Ferguson plc (FERG) have performed compared to their sector so far this year.
I maintain a Buy rating on Brambles, anticipating better-than-expected revenue and robust free cash flow expansion. The company's FY25 sales growth is likely to surpass management guidance, considering the FMCG end-market's defensiveness. The stock should offer an improved shareholder yield on the back of lower capital investments.
Brambles Limited (OTCPK:BMBLF) 2025 First Half-Year Results Earnings Conference Call February 19, 2025 6:30 PM ET Company Participants Graham Chipchase – Chief Executive Officer Joaquin Gil – Chief Financial Officer Conference Call Participants Owen Birrell – RBC Matt Ryan – Barrenjoey Peter Stein – Macquarie Jakob Cakarnis – Jarden Australia Justin Barratt – CLSA Anthony Moulder – Jefferies Andre Fromyhr – UBS Sam Seow – Citi Scott Ryall – Rimor Equity Research Cameron McDonald – E&P Graham Chipchase I'll start today by sharing some of our performance highlights for the First Half of 2025, an overview of the operating environment and an update on our transformation progress before commenting on our outlook for the full year. I will then pass over to Joaquin to provide a more detailed update on our financials.
Brambles' network effects and scale in logistics create a competitive moat, driving efficiency, profitability, and market share growth. The company benefits from resilient end-markets, with 85% of revenue from consumer staples, ensuring stability even during economic downturns. Financials show strong revenue growth, improved profit margins, and high returns on capital, justifying a "Buy" rating despite potential risks.
Brambles' favorable shareholder capital return and financial prospects support a Buy rating in my opinion. I expect Brambles to achieve a faster rate of top-line expansion and meaningful operating margin improvement in the future. BMBLF is returning more capital to shareholders in FY 2025 with an increase in its dividend payout ratio and a new share repurchase program.
Here is how Brambles Ltd. (BXBLY) and Flowserve (FLS) have performed compared to their sector so far this year.