Why is everyone talking about Elders, Brambles and New Hope shares on Monday?

Brambles, Elders, and New Hope shares are making waves today. But why?

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Elders Ltd (ASX: ELD), Brambles Ltd (ASX: BXB), and New Hope Corp Ltd (ASX: NHC) shares are turning heads today.

One of the stocks is shaking off the 1.4% drop in the S&P/ASX 200 Index (ASX: XJO) and marching higher, while the other two are crashing hard.

Here's what's catching investor interest on Monday.

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Image source: Getty Images

New Hope shares lift on earnings boost

New Hope shares are flashing a welcome green in today's sea of red following the release of the company's third-quarter results (Q3 FY 2026).

Shares in the ASX 200 coal stock are up 0.6% as we eye the Monday lunch hour, trading for $5.26 apiece.

Highlights include a 5% quarter-on-quarter increase in run of mine (ROM) coal production to 4.26 million tonnes.

New Hope's coal sales of 3.20 million tonnes were up 10.4% from Q2. And the miner achieved a 1.2% increase in its average realised sales price to $140.7 per tonne.

Earnings were up too, with underlying earnings before interest, taxes, depreciation and amortisation (EBITDA) of $130.1 million, up 21.7% from the prior quarter.

Turning to the balance sheet, the ASX 200 coal stock held $571 million in available cash at the end of the quarter.

New Hope shares are up more than 45% in 12 months.

Brambles shares hammered on profit guidance cut

Brambles shares are getting smashed today.

Shares in the ASX 200 supply pallets and crates supplier are down a painful 18% at the time of writing, changing hands for $18.13 each following a trading update.

On the positive side of the ledger, management announced a new US$400 million on-market share buyback will start once the current buyback is complete.

But investors are overheating their sell buttons after the company scaled back its full-year FY 2026 sales revenue growth forecast to 2% to 3%, down from prior guidance of 3% to 4% revenue growth (at constant exchange rates).

Profit guidance was also cut, with Brambles now expecting FY 2026 profit growth of 3% to 5%, down from prior guidance of 8% to 11% full-year profit growth.

Brambles shares are down about 17% in 12 months.

Which brings us to…

Elders shares tumble on Iran war cost concerns

Joining Brambles and New Hope shares in turning heads today, Elders shares are crashing 25.3% at the time of writing, trading for $5.38 each.

This carnage follows the release of the ASX 200 agribusiness' half-year results.

And it comes despite Elders reporting some strong growth metrics for the six months to 31 March.

That includes a 32% year-on-year increase in underlying sales revenue to $1.77 billion.

And on the bottom line, Elders reported a 17% year-on-year increase in statutory profit after tax to $39.5 million.

But investors appear to have the jitters over potential building headwinds from the ongoing Middle East conflict.

The company noted that while it's "well-placed" to manage the issues, the industry is facing disruptions in fertiliser supplies. And Elders added that elevated diesel prices remain a risk to its cost base in the second half of the year.

Elders CEO Mark Allison noted:

International events have caused price volatility in fuel and fertiliser, creating challenges for our supply chain in the first half. Elders' strong supply relationships, combined with an adept agronomy network for timely advice to growers, has allowed us to manage demand and ensure growers are equipped for the season ahead.

Elders shares are down around 17% in 12 months.

Motley Fool contributor Bernd Struben has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended Elders. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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