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Brambles
Brambles (BXB) investor relations material
Brambles H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary18 Feb, 2026
Executive summary
Achieved 2% sales revenue growth in H1 FY2026, with net new business offsetting weak consumer demand and pricing actions recovering cost increases.
Underlying profit rose 7% to $792 million, driven by supply chain and overhead productivity, with robust free cash flow before dividends of $482 million.
Interim dividend of $0.23 per share declared, up 21% year-over-year, with a payout ratio of 60.5%, and $191 million of shares repurchased as part of a $400 million buyback.
Strategic reinvestments focused on customer experience, platform quality, and digital solutions, supporting new business momentum and margin expansion.
Digital and sustainability initiatives advanced, including Serialisation+ rollout and progress toward 2030 sustainability targets.
Financial highlights
Sales revenue rose 2% year-over-year to $3,534 million; underlying profit up 7% to $792 million.
EPS from continuing operations increased 13%, including a 2-point benefit from share buybacks; basic EPS at 37.2 US cents.
Free cash flow before dividends increased by $53 million to $482 million, driven by higher earnings and lower working capital outflows.
Underlying profit margin expanded by 1.1 points, supported by supply chain and overhead productivity.
Net debt increased to $2,712 million, with net debt/EBITDA at 1.13x and strong liquidity of $1.7 billion.
Outlook and guidance
FY2026 revenue growth guidance narrowed to 3%-4% (from 3%-5%) due to subdued consumer demand.
Underlying profit growth guidance unchanged at 8%-11%, with margin expansion expected across all segments.
Free cash flow before dividends guidance upgraded by $100 million to $950 million–$1.1 billion, reflecting lower CapEx and rephased investments.
Dividend payout policy remains at 50%-70% of underlying profit, fully funded by free cash flow.
$400 million share buyback on track for completion by end of FY2026.
What drives 2H26 like-for-like volume moderation?
How will FY26 IPEP to sales ratio reach 1.6%?
Impact of Serialisation+ program in Chile?
S+ rollout decision timeline and 15% ROCE confidence
US excess pallet resolution impact on future costs
Drivers of margin expansion beyond asset efficiency
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Next Brambles earnings date
H2 202620 Aug, 2026
Brambles
Next Brambles earnings date
H2 202620 Aug, 2026
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Frequently asked questions
Brambles Ltd. engages in the provision of supply-chain logistics. It operates through the following segments: CHEP, IFCO and Recall. The CHEP segment provides pallets and containers on rental basis to manufacturing, retailing, mining and fresh produce businesses. The IFCO segment offers pooling solution of reusable plastic crates for fresh food packing primarily to growers, supermarkets and other fresh food producers by leveraging existing infrastructure of Brambles companies globally. The Recall segment involves in the digital infrastructure required to manage large scale product recalls in the healthcare market.
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