Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
BOL.AX
Strong BuyFull HouseAPPROVEBoom Logistics Limited · Industrials · Australia · $61M · Avg Vol: $81K/d
Boom Logistics is uniquely positioned as a beneficiary of massive domestic infrastructure spend, including critical energy and data center capacity expansion. With an active buyback program and 38.4% EPS consensus revision, the company exhibits both strong internal management conviction and favorable momentum in a capacity-constrained environment.
COMPANY DESCRIPTION
Boom Logistics Limited provides industrial lifting, heavy transport, and crane services to the mining, wind energy, infrastructure, and industrial sectors in Australia. The company operates one of Australia's largest fleets of mobile cranes and specialized travel towers, supported by a highly skilled, certified workforce. It is a leading industrial services provider with deep customer relationships and exposure to the growing renewable energy construction sector.
FINANCIAL SUMMARY (AUD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 215.8M | 205.9M | 259.2M | 264.6M | 7.0% | 270.5M | 272.3M | 281.6M | 2.1% |
| EPS (AUD) | 1.04 | -1.39 | 1.81 | 0.56 | -18.9% | 0.28 | 0.69 | 0.80 | 12.8% |
| Shares | 37.0M | 37.0M | 37.0M | 41.3M | +11.6% | 37.0M | — | — | — |
| Debt | 47.4M | 63.6M | 81.7M | 107.5M | 31.4% | 109.6M | — | — | — |
| Equity | 110.2M | 105.5M | 111.0M | 132.4M | 6.3% | — | — | — | — |
| Op CF | 35.4M | 31.1M | 36.3M | 37.1M | 1.6% | 52.7M | — | — | — |
| Inv CF | -2.2M | 0.7M | -2.7M | 3.1M | — | — | — | — | — |
| Fin CF | -33.1M | -31.8M | -29.7M | -32.3M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of BOL.AX are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| BOL.AX | Boom Logistics Limited(you) | $61M | 99 | Strong Buy |
| CUP.AX | Count Limited | $236M | 89 | Strong Buy |
| IPH.AX | IPH Limited | $606M | 97 | Strong Buy |
| KPG.AX | Kelly Partners Group Holdings Limited | $151M | 54 | Hold |
| SIQ.AX | Smartgroup Corporation Ltd | $983M | 91 | Strong Buy |
| MAD.AX | Mader Group Limited | $896M | 78 | Buy |
| EVZ.AX | EVZ Limited | $55M | 94 | Strong Buy |
| AHL.AX | Adrad Holdings Limited | $70M | 94 | Strong Buy |
| CLX.AX | CTI Logistics Limited | $166M | 99 | Strong Buy |
| LAU.AX | Lindsay Australia Limited | $203M | 99 | Strong Buy |
Peer medians: ROE 10.3% · P/E 19.8x · Gross margin 34.5%