Breedon Group (BREE · LSE)

FinancialsLSE

Cementing Cash Returns

A quarry‑to‑construction materials supplier in GB, Ireland, and the US, with local scale, pricing discipline, and a growing US footprint to balance cycles.

Breedon Group PLC

BREE: LSE

314.40 GBp

-3.62%

year to date

Market Cap£1.09B

Avg Volume592.54K

PriceGBp314.40+0.00%

P/E Ratio13.27ttm

Pricing delayed 20 minutes Sep 22, 2026, 12:00 AM

Bull case for Breedon Group

Quarry‑to‑Concrete
Local scale keeps transport short, helps hold prices, and supports margins.
Stateside Tailwind
US projects add steadier work, lifting second‑half volumes and profits.
Cash, Carbon, and Consistency
Long‑dated credit, rising dividends, and carbon projects boost resilience.

Bear case for Breedon Group

UK Volume Potholes
Weak housing/planning keeps volumes low and squeezes the UK margins.
Leverage Creep
More debt and interest slow debt paydown and limit flexibility.
Weather and Workflows
Bad weather or delays push too much work into the second half.