Rexel S.A.

ENXTPA:RXL Lagerbericht

Marktkapitalisierung: €10.7b

Rexel Management

Management Kriterienprüfungen 3/4

Rexel CEO ist Guillaume Jean Texier , ernannt in Sep 2021, hat eine Amtszeit von 4.75 Jahren. Die jährliche Gesamtvergütung beträgt €4.02M , bestehend aus 20.4% Gehalt und 79.6% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.038% der Aktien des Unternehmens, im Wert von €4.03M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 4.6 Jahre bzw. 4.5 Jahre.

Wichtige Informationen

Guillaume Jean Texier

Geschäftsführender

€4.0m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts20.43%
Amtszeit als Geschäftsführer4.8yrs
Eigentum des Geschäftsführers0.04%
Durchschnittliche Amtszeit des Managements4.6yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder4.5yrs

Jüngste Management Updates

Recent updates

Narrativ-Update Jun 09

RXL: Mixed Ratings Will Pressure Execution As Bolt On Acquisitions Continue

Analysts have slightly adjusted their fair value estimate for Rexel from €26.04 to €25.97, reflecting updated views on revenue growth, profit margins and the stock's future P/E multiple, following mixed recent research that included both an upgrade and a downgrade. Analyst Commentary Recent research on Rexel has been mixed, with one upgrade and one downgrade arriving in quick succession.
Narrativ-Update May 26

RXL: Higher Fair Value And Mixed Ratings Will Support Future Repricing

Analysts now estimate Rexel's fair value at €45.0, up from €43.1. They link this change to recent mixed rating actions and updated views on revenue growth, margins and the stock's future P/E. Analyst Commentary Recent research on Rexel has been mixed, with both upgrades and downgrades coming through, but the fair value revisions and rating changes still highlight a constructive angle from several bullish analysts.
Narrativ-Update May 10

RXL: Mixed Ratings And Higher Discount Rate Will Pressure 2026 Execution

Rexel's updated analyst price target moves slightly lower to about €26.04 from roughly €26.45, as analysts factor in a higher discount rate, adjust revenue growth and margin expectations, and reflect a modestly lower future P/E multiple, alongside mixed recent Street views including an upgrade, a downgrade, and a raised €40 target. Analyst Commentary Recent Street research on Rexel reflects a mix of views, with some analysts taking a more cautious stance even as others keep constructive ratings and higher long term targets such as the €40 level cited in one report.
Narrativ-Update Apr 20

RXL: Buybacks And Refined Earnings Profile Will Support Future Share Repricing

Rexel's analyst price target edges up to about €43.10, as analysts factor in slightly revised discount rate, revenue growth, profit margin and future P/E assumptions in light of recent mixed rating actions and target increases from the Street. Analyst Commentary Recent research paints a mixed picture for Rexel, but there is a clear cluster of bullish analysts pointing to upside potential as they refresh their models and targets.
Narrativ-Update Apr 06

RXL: Higher P/E Assumptions Will Tighten Cushion For 2026 Execution

Rexel's analyst price targets have moved higher, with recent adjustments including increases to €40 and €41.80, alongside a €35 target. These updates support a modest recalibration of fair value to about €26.45 as analysts consider updated revenue growth, profit margins and future P/E assumptions.
Narrativ-Update Mar 23

RXL: Elevated Expectations And Share Repurchases Will Tighten Cushion For 2026 Execution

Rexel's analyst price target has been raised, with recent moves such as Morgan Stanley lifting its target to €40 and JPMorgan to €41.80. This supports a modest increase in fair value to €26.70 as analysts factor in slightly higher revenue growth, profit margins and future P/E assumptions, even as one firm shifted to a Hold rating on valuation grounds with a €35 target.
Narrativ-Update Mar 08

RXL: Higher P/E Expectations And Buybacks Will Support Future Share Repricing

Rexel's analyst fair value estimate has moved from €33.0 to €43.0. This change reflects higher Street price targets around €40 to €41.80, as well as updated assumptions for revenue growth, discount rate and future P/E, even as some analysts flag valuation with a Hold stance. Analyst Commentary Recent Street research on Rexel centers on higher price targets, with several bullish analysts marking their expectations in a €40 to €41.80 range, even as one firm cites valuation in shifting to a Hold stance with a €35 target.
Narrativ-Update Feb 22

RXL: Rising Execution Demands Will Tighten Cushion As Share Repurchases Continue

Rexel's analyst price targets have edged higher, with our fair value estimate moving from €25.62 to €26.46 as analysts factor in updated Street research that includes higher targets from Citi and JPMorgan, alongside a valuation-driven downgrade to Hold from Kepler Cheuvreux. Analyst Commentary Recent Street research presents a mixed picture for Rexel, with some analysts lifting price targets while others are flagging valuation and execution risks.
Analyseartikel Feb 15

Rexel (EPA:RXL) Has Announced A Dividend Of €1.20

Rexel S.A. ( EPA:RXL ) will pay a dividend of €1.20 on the 13th of May. This means the annual payment will be 3.3% of...
Analyseartikel Feb 14

Rexel S.A. (EPA:RXL) Just Released Its Full-Year Earnings: Here's What Analysts Think

Shareholders might have noticed that Rexel S.A. ( EPA:RXL ) filed its full-year result this time last week. The early...
Narrativ-Update Feb 07

RXL: Elevated Expectations Will Pressure Shares As Valuation Cushion Narrows

Analysts have nudged their Rexel price targets higher, with recent Street research lifting fair value to about €25.62 as they factor in slightly stronger revenue growth, a modestly improved profit margin, and a small adjustment to future P/E assumptions. Analyst Commentary Recent Street research on Rexel sends a mixed signal, with headline price targets moving higher but some caution creeping into the tone.
Narrativ-Update Jan 24

RXL: Future Returns Likely Balanced Between Limited Upside And Execution Risks

Narrative Update The analyst fair value estimate for Rexel has been raised from €30.96 to €34.68. This change reflects updated price targets from analysts, including recent increases to €41.80 and €35 that are linked to their latest views on valuation and future P/E assumptions.
Narrativ-Update Jan 09

RXL: Share Momentum Will Weaken As Residential Recovery Expectations Prove Overstated

Our price target for Rexel is unchanged even as recent Street research has nudged individual targets higher, with analysts citing valuation constraints, softer assumptions for growth and margins, and a higher implied P/E multiple in their updated views. Analyst Commentary Recent Street research on Rexel shows a split view, with JPMorgan lifting its price target to €41.80 and keeping an Overweight stance, while several Bearish analysts are turning more cautious even as they edge price targets higher.
Narrativ-Update Dec 26

RXL: Share Momentum Will Fade As Residential Recovery Upside Diminishes

The analyst price target for Rexel has edged down slightly to EUR 28 from EUR 30, as analysts point to limited incremental pricing traction in recent quarters and a view that a European residential market recovery is already largely reflected in the current share price. Analyst Commentary Bearish analysts have recently tempered their expectations for Rexel, arguing that much of the anticipated recovery in key end markets is already reflected in the valuation.
Narrativ-Update Dec 12

RXL: Share Momentum Will Fade As Pricing Traction Weakens

We raise our Rexel price target by EUR 5 to EUR 25. This reflects analysts' view that modestly stronger long term revenue growth and a higher justified earnings multiple offset near term caution following recent Hold and Equal Weight ratings and largely unchanged Street price objectives around EUR 28 to EUR 30.
Analyseartikel Dec 01

Here's Why Rexel (EPA:RXL) Has A Meaningful Debt Burden

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Narrativ-Update Nov 28

RXL: Share Price Will Face Headwinds From Limited Pricing Momentum

Rexel's analyst price target has increased modestly from €29.96 to €30.96, as analysts cite slightly improved growth and profitability outlooks. This comes despite muted pricing traction and a recovery for the residential market that is already reflected in the price.
Analyseartikel Nov 16

Rexel (EPA:RXL) Is Doing The Right Things To Multiply Its Share Price

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Narrativ-Update Nov 14

RXL: Share Price Will Reflect Stable Outlook Amid Limited Pricing Gains

Analysts have adjusted Rexel's price target modestly downward from EUR 31 to EUR 30, citing limited pricing gains in recent quarters and the recovery in the share price already being reflected. Analyst Commentary Recent coverage of Rexel reflects a more cautious stance from analysts, with updates highlighting ongoing challenges and recalibrated expectations for the business.
Narrativ-Update Oct 30

RXL: Recent Price Moves And Market Caution Will Shape Future Momentum

Analysts have raised their price target for Rexel from approximately EUR 28.79 to EUR 29.96. They cite modest improvements in fair value and projected financial metrics, despite ongoing concerns about limited pricing momentum and market recovery already reflected in the share price.
Narrativ-Update Oct 16

North American Data Centers And Broadband Will Advance Smart Infrastructure

Analysts have slightly increased their fair value estimate for Rexel from €28.32 to €28.79. This change reflects updated perspectives on modest profit margins and tempered revenue growth as market expectations evolve.
Narrativ-Update Sep 09

North American Data Centers And Broadband Will Advance Smart Infrastructure

Analysts maintained a positive outlook on Rexel, citing improved margins, ongoing digital transformation, and strong capital returns, resulting in an unchanged consensus price target at €28.32. Analyst Commentary Bullish analysts raised targets in response to improved margin expansion and sustained profitability in core markets.
Analyseartikel Aug 27

We Think Rexel (EPA:RXL) Is Taking Some Risk With Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analyseartikel Aug 13

Investors Still Waiting For A Pull Back In Rexel S.A. (EPA:RXL)

Rexel S.A.'s ( EPA:RXL ) price-to-earnings (or "P/E") ratio of 31.6x might make it look like a strong sell right now...
Analyseartikel Jul 31

Rexel S.A. (EPA:RXL) Just Released Its Interim Earnings: Here's What Analysts Think

It's been a good week for Rexel S.A. ( EPA:RXL ) shareholders, because the company has just released its latest interim...
Analyseartikel Jul 20

Rexel (EPA:RXL) Is Experiencing Growth In Returns On Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Analyseartikel Jul 04

At €25.89, Is It Time To Put Rexel S.A. (EPA:RXL) On Your Watch List?

Rexel S.A. ( EPA:RXL ), is not the largest company out there, but it received a lot of attention from a substantial...
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Neues Narrativ Feb 23

Focus On Electrification And AI Will Boost Future Operational Efficiency

Market share gains and strategic expansion in North America position Rexel for potential revenue growth despite economic challenges.

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Guillaume Jean Texier im Vergleich zu den Einnahmen von Rexel verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Dec 31 2025€4m€820k

€589m

Sep 30 2025n/an/a

€418m

Jun 30 2025n/an/a

€248m

Mar 31 2025n/an/a

€293m

Dec 31 2024€3m€800k

€339m

Sep 30 2024n/an/a

€519m

Jun 30 2024n/an/a

€698m

Mar 31 2024n/an/a

€736m

Dec 31 2023€4m€800k

€775m

Sep 30 2023n/an/a

€833m

Jun 30 2023n/an/a

€891m

Mar 31 2023n/an/a

€907m

Dec 31 2022€4m€800k

€922m

Sep 30 2022n/an/a

€854m

Jun 30 2022n/an/a

€786m

Mar 31 2022n/an/a

€692m

Dec 31 2021€2m€267k

€597m

Vergütung im Vergleich zum Markt: Guillaume JeanDie Gesamtvergütung ($USD4.65M) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt French ($USD5.52M).

Entschädigung vs. Einkommen: Guillaume JeanDie Bezüge der Mitarbeiter sind im vergangenen Jahr um mehr als 20 % gestiegen.


Geschäftsführer

Guillaume Jean Texier (52 yo)

4.8yrs
Amtszeit
€4,015,062
Vergütung

Mr. Guillaume Jean Philippe Texier serves as CEO & Director for Rexel S.A. since September 1, 2021. He has been an Independent Director of Veolia Environnement SA since April 21, 2016. He was Senior Vice-P...


Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
Guillaume Jean Texier
CEO & Director4.8yrs€4.02m0.038%
€ 4.0m
Laurent Delabarre
Group Chief Financial Officer - Leading the China & India Cluster9.1yrskeine Datenkeine Daten
Ludovic Debailleux
Investors Relations Directorno datakeine Datenkeine Daten
Julien Neuschwander
Group Chief Digital & Marketing Officerless than a yearkeine Datenkeine Daten
Martin Maurer
Group Human Resources Officerless than a yearkeine Datenkeine Daten
Roger Little
Chief Executive Officer of USA12.3yrskeine Datenkeine Daten
Thomas Moreau
Chief Executive Officer of France6.7yrskeine Datenkeine Daten
Nour Mejri
Chief Strategy Officerno datakeine Datenkeine Daten
Antoine Audureau
Group Chief Procurement Officerno datakeine Datenkeine Daten
Thomas Stadlhofer
CEO Austriano datakeine Datenkeine Daten
Odile Molle
Group Chief Strategy & Transformation Officerless than a yearkeine Datenkeine Daten
Isabelle Hoepfner-Leger
Group General Secretary4.4yrskeine Datenkeine Daten
4.6yrs
Durchschnittliche Betriebszugehörigkeit
52yo
Durchschnittliches Alter

Erfahrenes Management: RXLDas Führungsteam des Unternehmens gilt als erfahren (4.6 Jahre durchschnittliche Betriebszugehörigkeit).


Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
Guillaume Jean Texier
CEO & Director4.8yrs€4.02m0.038%
€ 4.0m
Agnes Touraine
Independent Chairwoman9.3yrs€400.00k0.0030%
€ 317.6k
Steven Borges
Independent Director3.2yrs€87.50k0.00034%
€ 36.2k
Barbara Dalibard
Independent Director4.5yrs€95.00k0.00082%
€ 87.4k
Francois Auque
Independent Director7.1yrs€105.00k0.0010%
€ 109.8k
Catherine Vandenborre
Independent Director2.2yrs€80.00k0.00034%
€ 36.2k
Brigitte Cantaloube
Independent Director6.3yrs€95.00k0.00062%
€ 66.1k
Robert Schuchna
Non-Independent Member of the Boardless than a year€32.40k0.0051%
€ 546.7k
Toni Killebrew
Employee Representative Director5.6yrs€90.00k0.000020%
€ 2.1k
Antoine Hermelin
Employee Representative Director3.2yrs€80.00k0.0019%
€ 204.6k
Eric Labaye
Independent Director2.2yrs€80.00k0.00034%
€ 36.2k
4.5yrs
Durchschnittliche Betriebszugehörigkeit
58yo
Durchschnittliches Alter

Erfahrener Vorstand: RXLDie Vorstandsmitglieder gelten als erfahren (4.5 Jahre durchschnittliche Amtszeit).


Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/06/14 01:52
Aktienkurs zum Tagesende2026/06/12 00:00
Gewinne2025/12/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Rexel S.A. wird von 23 Analysten beobachtet. 12 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
George FeatherstoneBarclays
Philip BullerBerenberg
Alasdair LeslieBernstein