Brambles Limited
Brambles Limited is an Australian supply-chain logistics company, listed on the Australian Securities Exchange, that operates primarily through the CHEP and IFCO brands. It specializes in the pooling and management of reusable pallets, crates, and containers that it rents to customers in the consumer goods, fresh produce, retail, automotive, and general manufacturing industries.www.brambles.com
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Search complete. 24 mentions across 14 episodes found for "Brambles Limited".
Sep 8, 2026
James GruberHOST
It's now time for The Watchlist.
James GruberHOST
In Australia, companies trading ex-dividend today include CSL, Brambles, Northern Star Resources, Evolution Mining, NetWealth and IGO.
James GruberHOST
In the US, the PPI, existing home sales and weekly jobless claims are out.
James GruberHOST
Now it's time for our One More Thing segment.
Laura BesaratiHOST
S&P futures pointing to a pretty flat start and NASDAQ pointing up just slightly by a quarter of 1%.
Steve DaghlianHOST
We've got plenty of ex-dividend stocks tomorrow as well, the likes of CSL, EVT, Brambles, Northern Star, Evolution, NetWealth.
Steve DaghlianHOST
So they could certainly weigh on markets a bit, but relatively light on the economic front locally at least.
Steve DaghlianHOST
We do get some inflation data out of China as well tomorrow, just around 11.30am Sydney time.
Jacqui NewmanHOST
Despite a return to profitability in FY26, a qualified audit opinion and lingering governance concerns triggered a significant wave of pent-up selling.
Jacqui NewmanHOST
Also, a number of ASX companies went ex-dividend last week, including CSL, Brambles, BlueScope, Super Retail Group and Pro Medicus.
Jacqui NewmanHOST
This added downward pressure to the local market.
Jacqui NewmanHOST
In the US, Broadcom and Dell reported earnings last week, giving a fresh read on enterprise hardware and AI chip demand.
Shane SollyGUEST
Closer to home, New Zealand share market down 0.2%.
Shane SollyGUEST
A little bit of weakness in Fisher & Barclay Healthcare and Brazil and Auckland Airport.
Shane SollyGUEST
Tonight, we had the U.S. share market close, so there'll be a bit of a delay on their reaction in the U.S. to the Iran-U.S. situation kickoff.
Heather du Plessis-AllanHOST
All right.
Andrew GeogheganHOST
There we are again.
Andrew GeogheganHOST
True North Copper and Brambles.
Andrew GeogheganHOST
All right.
Andrew GeogheganHOST
Let's begin then with Arena REITs.
18 MINS LATER
Andrew GeogheganHOST
So we are calling that a double sell for True North Copper.
Andrew GeogheganHOST
Finally, if you like pallets, you probably like this stock.
Andrew GeogheganHOST
It is Brambles.
Andrew GeogheganHOST
Now, a couple of brokers calling results underwhelming.
Sean AylmerHOST
The group share price jumped 15% yesterday.
Michael ThompsonHOST
Another company impacted by the World Cup [laughs] was pallet maker Brambles.
Sean AylmerHOST
[laughs] Okay.
Sean AylmerHOST
Bring this one home.
Michael ThompsonHOST
All right.
Michael ThompsonHOST
During the tournament [laughs] consumer demand in the US spiked.
Michael ThompsonHOST
Why? Because households were stocking up on food and drink, and as a result, Brambles had to buy an extra 1.3 million pallets to use to actually deliver the goods.
Sean AylmerHOST
It is a great company, Brambles, because you know what's going on in the economy on the back of how many pallets they're using.
Juliet SalhiHOST
Its operating profit was up by about 16%.
Juliet SalhiHOST
Brambles too was sold off.
Juliet SalhiHOST
Underlying earnings rose around 9%.
Juliet SalhiHOST
Sonic Healthcare was really hit hard.
PhilHOST
Northern Star was a gold price.
PhilHOST
There's Brambles here, Medibank.
PhilHOST
Interesting one was Code and one for the treasure hunters out there.
PhilHOST
Yeah,
Jack EganHOST
On top of that, it is a monster reporting day globally.
Jack EganHOST
We have heavyweight numbers dropping from Walmart, Alibaba and John Deere in the US alongside PopMart in Hong Kong and a packed local earnings docket featuring Goodman Group, Northern Star, Brambles and APA Group.
Jack EganHOST
Now, let's move into our thematic deep dive here, the real story behind the US and Australian energy gap.
Jack EganHOST
If you've been watching the oil rally this year with Brent crude up about 50%, you might have noticed an intriguing narrative making the rounds.
Henry JenningsHOST
And we do have Super Thursday.
Henry JenningsHOST
We've got AFG, we've got APA, we've got Brambles, we've got Kodan, we've got Charterhall, we've got Cleanaway under takeover, IDP, Medibank Public, and we've got Northern Star, Super Retail, Universal Stores, Fortescue, Pebble Money.
Henry JenningsHOST
So it is a big day.
Henry JenningsHOST
We've also got consumer inflation expectations at 11 o'clock and half an hour later.
Henry JenningsHOST
It said it shipped a record 201.3 million tonnes of iron ore, So they declared a fully franked dividend of 46 cents, bringing the total dividends declared for FY26 to $1.08, which is around 6% yield.
Henry JenningsHOST
So not bad.
Henry JenningsHOST
Brambles has lifted its dividend as well.
Henry JenningsHOST
Warns of inflationary pressures lifted its final dividends after generating a 6% rise in net profits.
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