Breedon Group (LON:BREE) Posts Earnings Results

Breedon Group (LON:BREE) released its quarterly earnings results on Wednesday. The company reported GBX 9.40 EPS for the quarter, Digital Look Earnings reports. Breedon Group had a return on equity of 6.73% and a net margin of 4.66%.

Here are the key takeaways from Breedon Group’s conference call:

• Solid first-half performance: Reported revenue rose 5% and like-for-like revenue increased about 3%, while underlying EBITDA was broadly flat; the company also raised its interim dividend.
• Regional performance diverged: Ireland and the U.S. delivered strong growth, including mid-teens like-for-like revenue and EBITDA growth in the U.S., while continued residential weakness caused G.B. ready-mix concrete volumes to fall 8%.
• Cash generation and leverage remain manageable: First-half free cash outflow improved to approximately £15 million from £25 million, with full-year net debt expected near £650 million and leverage close to two times.
• Breedon continued to pursue strategic acquisitions and investment, including Falling Springs in the U.S. and Booth in Ireland, while highlighting a healthy pipeline of primarily bolt-on opportunities and major Scottish renewables-related infrastructure demand.
• G.B. market conditions remain difficult: Management expects market demand to decline for a fifth consecutive year, sees little underlying pricing growth beyond surcharges in 2026, and reported post-tax returns on invested capital remain below target.

Breedon Group Trading Up 1.4%

LON BREE opened at GBX 332 on Friday. The stock has a market capitalization of £1.15 billion, a P/E ratio of 13.72, a P/E/G ratio of 1.56 and a beta of 1.06. The business has a 50 day simple moving average of GBX 299.40 and a 200 day simple moving average of GBX 316.64. The company has a debt-to-equity ratio of 62.39, a current ratio of 1.40 and a quick ratio of 1.12. Breedon Group has a one year low of GBX 271.40 and a one year high of GBX 383.80.

More Breedon Group News

Here are the key news stories impacting Breedon Group this week:

• Positive Sentiment: Deutsche Bank reaffirmed its “buy” rating and set a GBX 475 price target, indicating substantial potential upside from recent trading levels. Digital Look broker views
• Positive Sentiment: First-half revenue increased, with growth in the United States and Ireland offsetting weaker demand in Great Britain. Management described trading as solid and maintained its full-year outlook, suggesting the international businesses are providing important earnings support. Breedon Group interim results
• Positive Sentiment: Breedon raised its dividend despite a decline in profit, signaling confidence in cash generation and shareholder returns. The company also reported quarterly EPS of GBX 9.40. Breedon reports higher revenue and raises dividend
• Neutral Sentiment: The earnings call emphasized that Breedon remains on track against its guidance, but performance will continue to depend on whether construction activity improves in its core markets. Breedon Q2 2026 earnings call transcript
• Negative Sentiment: Great Britain remained the weak spot, with softer market conditions contributing to lower profit and prompting a cautious UK outlook. Continued weakness in the domestic market could weigh on near-term margins and offset some international growth. Revenue up at Breedon, but Britain declines

Insider Transactions at Breedon Group

In other Breedon Group news, insider Clive Watson purchased 11,271 shares of the company’s stock in a transaction on Monday, May 11th. The shares were purchased at an average cost of GBX 301 per share, with a total value of £33,925.71. Insiders purchased 16,411 shares of company stock valued at $4,937,100 over the last quarter. 23.27% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

A number of equities analysts recently commented on BREE shares. Berenberg Bank reaffirmed a “buy” rating and issued a GBX 465 price objective on shares of Breedon Group in a research note on Friday. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a GBX 475 price target on shares of Breedon Group in a report on Thursday. Finally, Citigroup dropped their price target on shares of Breedon Group from GBX 340 to GBX 310 and set a “neutral” rating on the stock in a research report on Wednesday, June 24th. Five equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to MarketBeat.com, Breedon Group currently has an average rating of “Moderate Buy” and an average target price of GBX 448.33.

About Breedon Group

Breedon Group plc, a leading vertically-integrated construction materials group in Great Britain, Ireland and the USA, delivers essential products to the construction sector. Breedon holds 1.5bn tonnes of mineral reserves and resources with long reserve life, supplying value-added products and services, including specialty materials, surfacing and highway maintenance operations, to a broad range of customers through its extensive local network of quarries, ready-mixed concrete and asphalt plants.