BUNZL PLC
BUNZL PLC is a Consumer Defensive company operating in Food Distribution with a $8.86B market cap.
Behavioral analysis
Disclosures
Extracted from Unknown source, 2026-06-21.
Transcripts
History
Reported quarters with consensus, surprise, and 1-day reaction context.
Spoken Alpha tracks BZLFF's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters with 50% positive reaction rate
SamplePeers
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for BZLFF.
$ curl https://api.spokenalpha.com/v1/companies/BZLFFFAQ
Spoken Alpha indexes BZLFF's earnings call transcripts at https://spokenalpha.com/companies/BZLFF. Each call links to attributed speakers and parsed analyst Q&A. BUNZL PLC's own investor relations page is at https://www.bunzl.com/investors.
BUNZL PLC (BZLFF) operates in the Consumer Defensive sector (Food Distribution industry).
Consistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $2.83 | $2.47 | +14.7% | +0.5% | +3.3% |
| Q4 FY2026 | $3.14 | $2.50 | +25.6% | +1.4% | -0.6% |
| Q3 FY2026 | $2.94 | $2.60 | +13.0% | +4.0% | +3.0% |
| Q2 FY2026 | $2.79 | $2.47 | +12.8% | +0.9% | -0.5% |
| Q1 FY2025 | $3.21 | $2.59 | +23.9% | -1.3% | +1.2% |
| Q4 FY2025 |
| $3.27 |
| $2.73 |
| +19.7% |
| -2.3% |
| -2.6% |
| Q3 FY2025 | $2.94 | $2.60 | +13.0% | -5.1% | -5.1% |
| Q2 FY2025 | $3.22 | $2.67 | +20.5% | +2.8% | +2.4% |
| Q1 FY2024 | $3.36 | $2.71 | +24.0% | -1.9% | -4.6% |
| Q4 FY2024 | $3.16 | $2.59 | +22.2% | -0.8% | -2.5% |