Brambles Limited (ASX:BXB)

In the 2026 financial year, Brambles Limited reported robust performance with a total sales revenue of US$7,042.9 million, reflecting a 2% increase. The company achieved an underlying profit of US$1,494.4 million, up 4%, with a significant contribution from price realisation and productivity improvements. Despite challenges like US repair capacity constraints that reduced Underlying Profit by approximately US$90 million, Brambles maintained its financial health through strategic initiatives. The company declared a final dividend of 23.15 US cents per share, contributing to a total dividend for the year of 46.15 US cents per share, an increase of 16% from the previous year. Free Cash Flow before dividends was US$1,048.2 million but saw a decrease due to higher tax and financing costs. Brambles also completed substantial on-market share buy-backs worth US$509 million. The company is focusing on improving repair capacity, especially in the US, with plans to enhance its network resilience. Looking ahead to FY27, Brambles anticipates sales revenue growth of 2-4% and Underlying Profit growth of 2-6%, with continued emphasis on innovation and operational efficiency.