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Brambles

Full company profile

uuid0002uow

Namestring
Brambles
Legal namestring
Brambles Limited
Websiteurl
brambles.com
Company typeenum
Public
Founded yearint
1958
Descriptiontext

Brambles Limited (ASX: BXB) is a publicly-traded Australian supply-chain logistics company that operates the world's largest pool of reusable pallets, containers, and reusable plastic crates (RPCs) under its CHEP and IFCO brands. Founded in 1875 (with CHEP operations beginning in 1958), the company serves more than 17,000 employees across 54 countries on six continents, providing circular equipment-pooling services to global consumer goods manufacturers, retailers, food producers, automotive manufacturers, chemical companies, airlines, and pharmaceutical logistics providers. Its technology stack combines physical asset pooling with digital asset management platforms featuring RFID-tracked pallets, continuous field diagnostics for network mapping, and targeted field diagnostics for sample-based track-and-trace, enabling equipment sharing and recovery at global scale.

Brambles operates a subscription-style circular business model in which customers pay recurring fees for access to the shared pool of equipment rather than purchasing assets outright, with multi-year enterprise contracts negotiated through direct regional sales teams organized as CHEP Americas, CHEP EMEA, and CHEP Asia-Pacific. Subsidiaries include IFCO Systems (reusable plastic crates for fresh produce, acquired 2011), CAPS (intermediate bulk containers, acquired 2011), and Unitpool (aviation unit-load devices, acquired 2010), all retained as distinct brands. The company also maintains a digital platform (BXBDigital.com) and has recently launched a Brambles.ai initiative through partnership with Shopnomix for conversational commerce tools. Revenue is generated primarily through equipment-pooling service fees, with reported 1H FY2026 revenue of US$3.53 billion and underlying net profit of US$792.0 million (up 11%), implying an annual run-rate well above US$7 billion.

Short descriptiontext

Brambles is a global supply-chain logistics company operating circular equipment pooling services through its CHEP and IFCO brands, serving consumer goods manufacturers, retailers, and food producers across 54 countries via subscription-based pallet, container, and RPC rental.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
5,001–10,000
akta.pro rankint
HeadquartersSydney, Australia
HQ citystring
Sydney
HQ countrystring
Australia
HQ regionstring
Oceania
Markets served

Serves global market

Offices3 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
pallet pooling services, supply chain logistics, reusable plastic crates, container pooling solutions, asset pooling network
Industry3 codes
1Reusable Packaging & Container Return Programs (On-site)
CodeBPABALAJPrimaryYes
2IBC Accessories & Components (Valves, Caps, Pallets, Liners)
CodeIMALAGAFPrimaryNo
3Material Handling Protective Accessories (Slip Sheets, Corner Boards, Pallet Collars)
CodeIMALAFANPrimaryNo
NAICS code2 codes
  • Professional and Commercial Equipment and Supplies Merchant Wholesalers4234
  • Other Miscellaneous Durable Goods Merchant Wholesalers42399
SIC code2 codes
  • Services-Miscellaneous Equipment Rental & Leasing7350
  • Wholesale-Durable Goods, Nec5099
Product category
Supply Chain Logistics Services
Social media profiles2 records
GTM motion2 records

Each record includes

Type, Description, Source

Revenue model1 record
1Equipment Pooling Services
TypeSubscription Recurring
Description

Brambles operates a circular business model through its CHEP and IFCO brands, providing reusable pallets and containers to manufacturers and retailers. Customers pay for access to the pooled equipment network rather than purchasing assets outright. The company maintains, repairs, and manages the equipment pool globally.

marketscreener.com
Marketing channels4 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components6 values
Operations, Supply Chain, Infrastructure, Personnel, Technology or R&D, Marketing or Sales
Pricing details1 tier
1Contract-based equipment pooling
ModelSubscriptionBilling cadenceMulti-year contract
Notes

Pricing negotiated through enterprise contracts; not publicly disclosed

marketscreener.com
GTM typeB2B
B2B
Offering typeServices
Services
Brand1 of 2 records shown
1CHEP
Description

Primary brand for pallet pooling and container solutions, operating in 54 countries across six continents.

brambles.com
+1 more record
Core offering1 text field

Brambles operates a circular equipment pooling business through its CHEP and IFCO brands, providing the world's largest pool of reusable pallets, containers, intermediate bulk containers (IBCs), and reusable plastic crates (RPCs) to manufacturers and retailers across more than 50 countries. Customers pay recurring subscription fees for access to the pooled equipment network rather than purchasing assets outright, while Brambles maintains, repairs, tracks, and recovers the equipment globally.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 5 values shown
  • 23% cost saving with IFCO RPCs compared to cardboard boxes (per Fraunhofer study)
+4 more records
Product overview1 text field

Brambles operates a circular business model through two primary brands: CHEP (pallet pooling) and IFCO (reusable plastic crates). CHEP provides the world's largest pool of reusable pallets and containers across ~54 countries, while IFCO specializes in RPCs for fresh produce. Together with BXBDigital.com, these offerings enable customers to reduce costs, improve supply chain efficiency, and advance sustainability through asset sharing and reuse.

Product and service5 records
1CHEP Pallet and Container Pooling
CategoryPallet and container pooling services
Description

Shared-use wooden and plastic pallets, containers, and intermediate bulk containers (IBCs) provided on a subscription pooling basis to manufacturers, retailers, and logistics providers across approximately 54 countries, enabling circular economy benefits through asset pooling.

2IFCO Reusable Plastic Crates (RPCs)
CategoryReusable plastic crate pooling services
Description

Reusable plastic crate pooling service primarily for the fresh produce supply chain in Europe and the Americas, replacing disposable one-way packaging for fruits, vegetables, and other perishables, with operations in 24 countries.

3CAPS Intermediate Bulk Containers (IBCs)
CategoryIntermediate bulk container pooling services
Description

Intermediate bulk container pooling for food, industrial, automotive, and chemical sectors, including collapsible pooled IBCs that replace rigid-wall containers for transporting liquid and dry goods.

4Unitpool Aviation Container Pooling
CategoryAviation container pooling services
Description

Unit-load device (ULD) pooling service for airlines, providing managed aviation containers for cargo, baggage, and mail transport across more than 300 airports globally.

5BXBDigital.com
CategoryDigital supply chain services
Description

Digital platform offering technology-enabled solutions for supply chain optimization, asset tracking, and customer service automation supporting Brambles' pooling operations.

Scale indicator11 records

Each record includes

Type, Value, Description, Source

Partnership1 partner
Strategic tierMinorTypeGTM or Marketing PartnerAnnounced on2026-04-07
Description

Brambles.ai partnered with Shopnomix (performance commerce division of Nomix Group) to embed conversational AI shopping tools into publisher websites, enabling real-time product discovery from more than 50,000 brands. Publishers can monetize through affiliate commissions, sponsored product placements, and programmatic retail media inventory.

Recent move1 record

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Peers10 records
TypeDirect peer
Description

US-based reusable packaging pooling company providing RPCs, pallets, and containers to grocers and producers. Direct competitor to IFCO/CHEP in North American pooling, particularly in fresh produce and grocery.

TypeDirect peer
Description

Reusable plastic containers, pallets, and dunnage manufacturer/pooler serving automotive, retail, and industrial supply chains. Directly comparable to Brambles' reusable-container pooling model.

TypeDirect peer
Description

Europe's leading returnable packaging pooler, with major share in fresh produce RPCs and retailer poolings. Direct competitor to IFCO across European grocery supply chains.

TypeDirect peer
Description

European manufacturer and pooler of returnable plastic packaging (crates, containers, pallets) for automotive, food, and industrial logistics. Comparable business model to CHEP/IFCO with overlapping customer verticals.

5IPP Group (International Pallet Pooling)
TypeDirect peer
Description

European pallet pooling specialist offering managed pallet pools to industrial and retail customers. Closest direct competitor to CHEP's European pallet business.

TypeBroad incumbent
Description

Largest US pallet manufacturer producing new wood pallets at scale. Indirectly competes with CHEP pooling by offering customers a buy-and-own alternative, particularly for one-way pallet use cases.

TypeBroad incumbent
Description

Diversified packaging holding company; parent of ORBIS. Comparable in pooling/reusable packaging but operates more broadly across consumer and industrial packaging adjacencies.

TypeEmerging player
Description

Specialist in load carriers and reusable plastic pallets built from recycled material; overlaps with CHEP on sustainable pallet offerings. Smaller scale but emerging in circular-economy pallet niches.

TypeEmerging player
Description

Pallet management and pooling services provider in European markets. Comparable CHEP-competitor for managed pallet programs, with focus on regional logistics efficiency.

TypeRegional player
Description

German pooler of standardized pallets and reusable containers serving European industrial customers. Comparable pooling model to CHEP, primarily in DACH-region distribution and intralogistics.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat7 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers11 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment7 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile4 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
Yes
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Feature4 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles10 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

Subsidiaries3 records

Each record includes

Name, Acquired on, Relationship type, Type, Business focus

No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds1 record

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A9 records

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Brambles

Supply Chain Logistics Servicesbrambles.com

Brambles is a global supply-chain logistics company operating circular equipment pooling services through its CHEP and IFCO brands, serving consumer goods manufacturers, retailers, and food producers across 54 countries via subscription-based pallet, container, and RPC rental.

What Brambles does

Brambles Limited (ASX: BXB) is a publicly-traded Australian supply-chain logistics company that operates the world's largest pool of reusable pallets, containers, and reusable plastic crates (RPCs) under its CHEP and IFCO brands. Founded in 1875 (with CHEP operations beginning in 1958), the company serves more than 17,000 employees across 54 countries on six continents, providing circular equipment-pooling services to global consumer goods manufacturers, retailers, food producers, automotive manufacturers, chemical companies, airlines, and pharmaceutical logistics providers. Its technology stack combines physical asset pooling with digital asset management platforms featuring RFID-tracked pallets, continuous field diagnostics for network mapping, and targeted field diagnostics for sample-based track-and-trace, enabling equipment sharing and recovery at global scale.

Brambles operates a subscription-style circular business model in which customers pay recurring fees for access to the shared pool of equipment rather than purchasing assets outright, with multi-year enterprise contracts negotiated through direct regional sales teams organized as CHEP Americas, CHEP EMEA, and CHEP Asia-Pacific. Subsidiaries include IFCO Systems (reusable plastic crates for fresh produce, acquired 2011), CAPS (intermediate bulk containers, acquired 2011), and Unitpool (aviation unit-load devices, acquired 2010), all retained as distinct brands. The company also maintains a digital platform (BXBDigital.com) and has recently launched a Brambles.ai initiative through partnership with Shopnomix for conversational commerce tools. Revenue is generated primarily through equipment-pooling service fees, with reported 1H FY2026 revenue of US$3.53 billion and underlying net profit of US$792.0 million (up 11%), implying an annual run-rate well above US$7 billion.

Brambles firmographics

Firmographics
Name
Brambles
Legal name
Brambles Limited
Website
https://brambles.com
Company type
Public
Founded year
1958
Operating status
Operating
Headcount range
5,001–10,000 employees
Short description
Brambles is a global supply-chain logistics company operating circular equipment pooling services through its CHEP and IFCO brands, serving consumer goods manufacturers, retailers, and food producers across 54 countries via subscription-based pallet, container, and RPC rental.
Ownership category
akta.pro rank

Brambles industry classification

Industry
Product category
Supply Chain Logistics Services
NAICS
Professional and Commercial Equipment and Supplies Merchant Wholesalers (4234), Other Miscellaneous Durable Goods Merchant Wholesalers (42399)
SIC
Services-Miscellaneous Equipment Rental & Leasing (7350), Wholesale-Durable Goods, Nec (5099)
akta.pro primary industry
Reusable Packaging & Container Return Programs (On-site) (BPABALAJ)
akta.pro secondary industries
IBC Accessories & Components (Valves, Caps, Pallets, Liners) (IMALAGAF), Material Handling Protective Accessories (Slip Sheets, Corner Boards, Pallet Collars) (IMALAFAN)

Keywords

  • Pallet pooling services
  • Supply chain logistics
  • Reusable plastic crates
  • Container pooling solutions
  • Asset pooling network

Where Brambles is headquartered

Location

Headquarters

HQ city
Sydney
HQ country
Australia
HQ region
Oceania

Offices3 records

Markets served

Brambles business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Operations, Supply Chain, Infrastructure, Personnel, Technology or R&D, Marketing or Sales

Revenue model

  1. Equipment Pooling Services: Brambles operates a circular business model through its CHEP and IFCO brands, providing reusable pallets and containers to manufacturers and retailers. Customers pay for access to the pooled equipment network rather than purchasing assets outright. The company maintains, repairs, and manages the equipment pool globally.

Pricing tiers

ModelBillingPrice
SubscriptionMulti-year contractContract-based equipment pooling

Go-to-market motion2 records

Distribution channels1 record

Marketing channels4 records

Brambles product offering

Product offering

Core offering

Brambles operates a circular equipment pooling business through its CHEP and IFCO brands, providing the world's largest pool of reusable pallets, containers, intermediate bulk containers (IBCs), and reusable plastic crates (RPCs) to manufacturers and retailers across more than 50 countries. Customers pay recurring subscription fees for access to the pooled equipment network rather than purchasing assets outright, while Brambles maintains, repairs, tracks, and recovers the equipment globally.

Product overview

Brambles operates a circular business model through two primary brands: CHEP (pallet pooling) and IFCO (reusable plastic crates). CHEP provides the world's largest pool of reusable pallets and containers across ~54 countries, while IFCO specializes in RPCs for fresh produce. Together with BXBDigital.com, these offerings enable customers to reduce costs, improve supply chain efficiency, and advance sustainability through asset sharing and reuse.

Differentiator

Problem solved

Functional benefit

Brands

  • CHEP: Primary brand for pallet pooling and container solutions, operating in 54 countries across six continents.
  • IFCO

Products and services

  • CHEP Pallet and Container Pooling Shared-use wooden and plastic pallets, containers, and intermediate bulk containers (IBCs) provided on a subscription pooling basis to manufacturers, retailers, and logistics providers across approximately 54 countries, enabling circular economy benefits through asset pooling.
  • IFCO Reusable Plastic Crates (RPCs) Reusable plastic crate pooling service primarily for the fresh produce supply chain in Europe and the Americas, replacing disposable one-way packaging for fruits, vegetables, and other perishables, with operations in 24 countries.
  • CAPS Intermediate Bulk Containers (IBCs) Intermediate bulk container pooling for food, industrial, automotive, and chemical sectors, including collapsible pooled IBCs that replace rigid-wall containers for transporting liquid and dry goods.
  • Unitpool Aviation Container Pooling Unit-load device (ULD) pooling service for airlines, providing managed aviation containers for cargo, baggage, and mail transport across more than 300 airports globally.
  • BXBDigital.com Digital platform offering technology-enabled solutions for supply chain optimization, asset tracking, and customer service automation supporting Brambles' pooling operations.

Quantifiable outcome

  • 23% cost saving with IFCO RPCs compared to cardboard boxes (per Fraunhofer study)
  • +4 more outcomes

Companies that use Brambles

Customer profile

Named customers11 records

Segments7 records

Ideal customer profiles4 records

Brambles technology and API

Technology

Technology focussed Yes

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Feature4 records

Brambles partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

  • ShopnomixminorGTM or Marketing Partner · 7 April 2026Brambles.ai partnered with Shopnomix (performance commerce division of Nomix Group) to embed conversational AI shopping tools into publisher websites, enabling real-time product discovery from more than 50,000 brands. Publishers can monetize through affiliate commissions, sponsored product placements, and programmatic retail media inventory.

Scale indicators11 records

Recent moves1 record

Expansion highlights5 records

Brambles competitors and assessment

Company assessment

Direct peers

  • Tosca Services: US-based reusable packaging pooling company providing RPCs, pallets, and containers to grocers and producers. Direct competitor to IFCO/CHEP in North American pooling, particularly in fresh produce and grocery.
  • ORBIS Corporation (Menasha): Reusable plastic containers, pallets, and dunnage manufacturer/pooler serving automotive, retail, and industrial supply chains. Directly comparable to Brambles' reusable-container pooling model.
  • Euro Pool Group: Europe's leading returnable packaging pooler, with major share in fresh produce RPCs and retailer poolings. Direct competitor to IFCO across European grocery supply chains.
  • Schoeller Allibert: European manufacturer and pooler of returnable plastic packaging (crates, containers, pallets) for automotive, food, and industrial logistics. Comparable business model to CHEP/IFCO with overlapping customer verticals.
  • IPP Group (International Pallet Pooling): European pallet pooling specialist offering managed pallet pools to industrial and retail customers. Closest direct competitor to CHEP's European pallet business.

Broad incumbents

  • PalletOne: Largest US pallet manufacturer producing new wood pallets at scale. Indirectly competes with CHEP pooling by offering customers a buy-and-own alternative, particularly for one-way pallet use cases.
  • Menasha Corporation: Diversified packaging holding company; parent of ORBIS. Comparable in pooling/reusable packaging but operates more broadly across consumer and industrial packaging adjacencies.

Emerging players

  • CABKA Group: Specialist in load carriers and reusable plastic pallets built from recycled material; overlaps with CHEP on sustainable pallet offerings. Smaller scale but emerging in circular-economy pallet niches.
  • ZMT Asset Management (Zeebrugge): Pallet management and pooling services provider in European markets. Comparable CHEP-competitor for managed pallet programs, with focus on regional logistics efficiency.

Regional players

  • Falkenhahn AG: German pooler of standardized pallets and reusable containers serving European industrial customers. Comparable pooling model to CHEP, primarily in DACH-region distribution and intralogistics.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat7 records

Key risks5 records

Key highlights7 records

Customer concentration

Brambles social profiles

Digital presence

Brambles financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Brambles leadership team

Management profile

Number of profiles

Profiles10 records

Brambles subsidiaries and ownership

Company hierarchy

Subsidiaries3 records

Brambles funding detail

Funding detail

Funding overview

Funding rounds1 record

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Brambles M&A and investment

M&A and investment

M&A9 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Brambles

What does Brambles do?

Brambles operates a circular equipment pooling business through its CHEP and IFCO brands, providing the world's largest pool of reusable pallets, containers, intermediate bulk containers (IBCs), and reusable plastic crates (RPCs) to manufacturers and retailers across more than 50 countries. Customers pay recurring subscription fees for access to the pooled equipment network rather than purchasing assets outright, while Brambles maintains, repairs, tracks, and recovers the equipment globally.

Is Brambles a public or private company?

Brambles is a public company. It is classified as public and is currently operating.

When was Brambles founded?

Brambles was founded in 1958. It employs 5,001 to 10,000 people.

Where is Brambles based?

Brambles is headquartered in Sydney, Australia, in the Oceania region.

How does Brambles make money?

One revenue line is on record: equipment Pooling Services.

Who are Brambles's main competitors?

Direct peers on record are Tosca Services, ORBIS Corporation (Menasha), Euro Pool Group, Schoeller Allibert and IPP Group (International Pallet Pooling). Broad incumbents are PalletOne and Menasha Corporation. Emerging players are CABKA Group and ZMT Asset Management (Zeebrugge). Falkenhahn AG is listed as a regional player.

Does Brambles have an API?

No public API is recorded for Brambles.

What industry is Brambles in?

Brambles's product category is Supply Chain Logistics Services. Its primary akta.pro industry code is BPABALAJ, Reusable Packaging & Container Return Programs (On-site), with a secondary code of IMALAGAF, IBC Accessories & Components (Valves, Caps, Pallets, Liners). Its NAICS code is 4234 and its SIC code is 7350.

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Live signals
AInvestBrambles' 86,973-Share-Rights Filing Is Paperwork, Not a Dilution SignalBrambles issued 86,973 unquoted share rights under an employee incentive scheme, representing 0.006% of its 1.36 billion shares. Cumulative unquoted rights total about 0.6% of the share base, indicating minimal dilution. The filing is routine administrative paperwork, not a dilution signal.YahooBrambles (ASX:BXB) Just Gave Investors Something To Think AboutBrambles retired over 15.36 million shares and repurchased 25,585 more, with the share price down 16.59% year-to-date. A fair value of A$21.90 suggests the stock is undervalued, though risks include weaker pallet volumes and cost inflation.AInvestBrambles' Buy-Back Is Doing the Earnings WorkBrambles has repurchased 13.676 million shares in its US$400 million buy-back, with US$109 million spent in fiscal 2026. The program is funded by operating cash flow, and the company expects the U.S. repair drag to clear by mid-2027. Management targets at least three percentage points of margin expansion by fiscal 2028.YahooBrambles Ltd's Dividend AnalysisBrambles Ltd announced a total dividend of $0.47 per share, payable on 2026-10-15, with an ex-dividend date of 2026-09-10. The company, the world's largest supplier of reusable wooden pallets, has paid dividends bi-annually since 2010. The analysis examines whether this payout reflects a durable commitment to shareholder returns.Business Wire BlogBrambles Delivers First Year Progress Against its 2030 Sustainability ProgramBrambles released its 2026 Sustainability Review, reporting first-year progress on its 2030 Sustainability Program. The review highlights a 36% reduction in absolute Scope 1 and 2 emissions, 50% substitution of virgin plastic, and record 7,440 sustainability certificates issued. The company also ranked No. 2 globally in the Dow Jones Best-in-Class World Index.AInvestBXB Survived Its Worst Day in Two Decades—Now One US Repair Fix Decides the RecoveryBrambles reported FY26 sales up 2% and underlying profit up 4% on 20 August, but its stock fell 20% on 18 May after a US$60 million repair cost hit. The company now faces a repair-capacity deadline in H1 FY27 and a pending appeal on a $100 million shareholder class action.Ticker ReportCritical Analysis: GFL Environmental (NYSE:GFL) and Brambles (OTCMKTS:BXBLY)GFL Environmental and Brambles are compared on 15 factors, with GFL winning 12. GFL has higher earnings, a stronger analyst consensus, and 64.7% institutional ownership, while Brambles has a lower dividend yield and no institutional ownership. Analysts see GFL with a 31.71% upside versus Brambles' 29.83% downside.AInvestBrambles: A US$90 Million Fixable Glitch Is Not a Broken BusinessBrambles reported fiscal 2026 results that met revised guidance with $7.04 billion in revenue and 6% EPS growth, despite a significant U.S. operational disruption that reduced underlying profit by approximately $90 million. The company has outlined a concrete recovery plan involving the acquisition of 2 million new pallets and an expansion of repair capacity by 20% to stabilize service levels by early fiscal 2028. Management issued conservative fiscal 2027 guidance embedding expected recovery costs, while S&P upgraded the firm's credit rating to A- with a stable outlook.TradingViewNews by Dow Jones Newswires on TradingView, 2026-08-21UBS analysts maintain a buy on Brambles, saying investors need proof of improvement on U.S. repair constraints before sentiment shifts. They forecast 5.4% underlying earnings growth for fiscal 2028 and raised the target price to A$24.50. Shares rose 2.1% to A$19.195.Seeking AlphaBrambles Limited (BXBLY) Q4 2026 Earnings Call TranscriptBrambles Limited reported a 2% increase in full-year revenue for 2026, driven by strong new business growth and price realization that offset lower volumes. Underlying profit rose 4%, though this included a $90 million adverse impact from U.S. repair capacity constraints; excluding this factor, underlying profit increased by 11%.