Brambles Limited BXBLY

An entry written while the outcome is still unknown. It will be scored by what the market does next, and it will never be edited to look cleverer than it was.

In plain words · Brambles Limited operates as a supply-chain logistics company.

The label

Markup

read at $28.66

Brambles Limited holds its Markup at $28.66.

PHPhase · the trend structure carries the Markup label
INInsiders · no filings inside 60 days, left as found
POPositioning · no disclosures inside 60 days, left as found
OPOptions · no verdict drawn today, left as found
SCScreen · passes the values gate

edge confirmed
edge broken
edge forming

Each arm is one independent read. Conviction is not a single call, it is how many edges converge.

The investor read · the season, not the day

As held on the ledger · 2026-08-05
Phase	Markup
Quantitative state	Consolidating, no directional conviction, held for 29 days
Price	$28.66
Valuation	21.39 trailing · N/A forward price to earnings
Values screen	PASS · score 70.0
Beta	0.46

The business, in plain words · what the numbers mean

The fundamentals · plain-English read
Trailing P/E	21.4x a premium valuation
Revenue growth	5.0% slow but positive growth
Profit margin	13.7% thin but positive margins
Return on equity	28.1% an exceptional return on shareholder capital
Debt to equity	0.85 moderate, manageable leverage
Current ratio	0.67 below 1 — short-term bills exceed liquid assets
Beta	0.46 barely tracks the market's swings
Market cap	$19.1B
Employees	12,058

The risks · The things to watch: its business and earnings are exposed to Australia and to currency swings.

Plain-English interpretation of our own screen data. Analysis, not advice.

Related securities · others in BXBLY's space worth a look

ULS UL Solutions Inc RBA RB Global Inc GPN Global Payments ARMK Aramark CPRT Copart RTO Rentokil Initial plc

Screened names in the same industry · explore each on its own page.

Where & how to trade · wherever in the world you are

BXBLY trades on PNK (the company is based in Australia). As a US-listed security it is accessible through almost any international broker offering US markets. New to this, or investing from outside the US? Our guide to accessing global markets covers brokers, currencies and the practical steps.

The trader read · the latest dated commentary

The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved up 1.5% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is momentum reading oversold. Over the past year the shares are down 16%. Our forward projection puts the odds of a 10% gain over the next month near 21%. Entered 2026-07-24 · Distribution

The dated journal · newest first, never edited

2026-07-24 Distribution $27.28 +1.5% Entry 4

The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved up 1.5% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is momentum reading oversold. Over the past year the shares are down 16%. Our forward projection puts the odds of a 10% gain over the next month near 21%.

2026-07-18 Distribution $26.87 +0.0% Entry 3

The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is momentum reading oversold. Over the past year the shares are down 16%. Our forward projection puts the odds of a 10% gain over the next month near 21%.

2026-07-03 Distribution $26.87 +0.0% Entry 2

The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows good risk-adjusted returns.

2026-07-02 Distribution $26.87 Entry 1

The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows good risk-adjusted returns.

Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.

The political ledger · congressional disclosures

Disclosures naming BXBLY
Date	Politician	Party	Type	Amount
30 Mar2026	Alan Armstrong	Republican	buy	1K–15K

What holding actually paid · price plus dividends

If $1,000 had been placed · historical, not a promise
Period	Price then	Price return	Divs per share	$1,000 became	Total return
1 month	$32.17	-22.2%	·	$778	-22.2%
2 months	$33.05	-24.2%	·	$758	-24.2%
3 months	$31.84	-21.4%	$0.46	$801	-19.9%
6 months	$30.21	-17.1%	$0.46	$844	-15.6%
1 year	$29.73	-15.8%	$0.46	$858	-14.2%
2 years	$18.72	+33.8%	$1.23	$1,403	+40.3%
3 years	$16.94	+47.8%	$1.82	$1,585	+58.5%
5 years	$15.29	+63.8%	$2.72	$1,815	+81.5%

Historical returns from market close data. Past performance does not guarantee future results.

This entry now belongs to the ledger. Whatever BXBLY does next, these words stay.

Brambles Limited · BXBLY · Markup · $28.66
Recorded 2026-08-05 · before the outcome · scored mechanically

All of today's entries See the running score

Brambles Limited BXBLY

This entry now belongs to the ledger. Whatever BXBLY does next, these words stay.

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