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Highlights
- Brambles (BXB) shares up nearly 10% YTD in 2025
- Essential service model supports steady revenue growth
- Reliable dividend payer among ASX dividend stocks
Brambles Limited (ASX:BXB), a cornerstone of the industrials sector, has seen its share price rise by 9.9% since the beginning of 2025. The company is globally recognised for its CHEP-branded reusable pallets, crates, and containers, which form a vital link in supply chains worldwide.
Operating across the Asia-Pacific, Americas, and EMEA regions, Brambles' logistics model is built on efficiency and sustainability. Its revenue generation is driven by a hire-based system: businesses use Brambles' pallets for product transportation, paying daily fees throughout the supply chain journey. This scalable model has led to a 7.6% compound annual growth rate (CAGR) in revenue over the last three years.
The industrials sector, which includes companies focused on transportation, infrastructure, and logistics, is represented by the S&P/ASX 200 Industrials Index (ASX:XNJ). While this index has delivered a 5-year return of 8.8%, slightly below the broader market's 9.3%, companies like Brambles stand out for their consistency and operational importance.
What sets Brambles apart is its reliability. Like Transurban (ASX:TCL), which runs toll roads, and Qantas (ASX:QAN), which handles both business travel and freight, Brambles plays an essential role in keeping economies moving. Its services are integrated into the everyday operations of manufacturers and retailers—making it a business that is continuously in demand.
Among ASX dividend stocks, Brambles has shown stability and consistency. The company currently offers a dividend yield of approximately 2.39%, with a five-year average closer to 2.66%. For those seeking exposure to equity markets while earning consistent income, this places Brambles in a strong position among ASX dividend stocks.
Looking at valuation, BXB shares currently offer a dividend yield below the historical average—typically a sign that either share prices are rising or dividends are adjusting. In this case, the dividend payout has actually grown compared to the three-year average, highlighting underlying strength.
As a part of the broader ASX300 index, Brambles reflects the kind of industrial resilience and economic relevance that often benefits from broader macroeconomic trends such as infrastructure investment and population growth.
Brambles' share price performance and consistent dividends underscore its role as a key contributor within both the ASX300 and the industrials sector.
