BMBLFBrambles Limited
This year, Brambles Limited has to prove it can turn its logistics and supply chain expertise into sustained value — and the next catalyst is its Annual General Meeting & Q1 2027 on 2026-10-22, where the stock is anchored at $12.00 with a bull target of $14.22 and a bear fallback of $12.44 (lean 47%, next step bear). Just a few weeks later, on 2026-11-20, the Peak Holiday Freight & Trade event kicks in, with the stock anchored at $12.44, pointing to a bull target of $13.82 and a bear fallback of $12.90 (lean 50%, next step bull). The company’s ability to deliver on strategic updates and capitalize on seasonal demand will be the litmus test for its next phase.
The schedule
- Thu22Oct
Annual General Meeting and Q1 2027 results, with potential updates on strategic initiatives.
- Fri20Nov
Seasonal peak in freight and trade activity, with potential for increased revenue.
- Tue16Mar
- Tue15Jun
- Tue14Sep
Past
- Tue15Sep
Earnings release for Q3 2026, with guidance on revenue and operational performance.
- Thu20Aug
Actual outcome: Mixed · $14.19 at outcome
Brambles reported FY26 EPS of $0.38, perfectly matching analyst estimates. The stock traded flat following the release, indicating that the results and forward guidance contained no major surprises and that the previously flagged US repair capacity constraints were already fully priced into the stock.
Brambles reports FY26 full-year results following the May guidance downgrade driven by US repair capacity constraints.