thyssenkrupp AG

Informe acción XTRA:TKA

Capitalización de mercado: €6.7b

thyssenkrupp Dirección

Dirección controles de criterios 3/4

El CEO de thyssenkrupp es Miguel Lopez Borrego, nombrado en Jun 2023, tiene una permanencia de 2.92 años. posee directamente un 0.001% de las acciones de la empresa, con un valor de €80.64K. La antigüedad media del equipo directivo y de la junta directiva es de 2.6 años y 6.3 años, respectivamente.

Información clave

Miguel Lopez Borrego

Chief Executive Officer (CEO)

n/a

Compensación total

Porcentaje del salario del CEOn/a
Permanencia del CEO2.9yrs
Participación del CEO0.001%
Permanencia media de la dirección2.6yrs
Promedio de permanencia en la Junta Directiva6.3yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización del análisis May 01

TKA: Steel Policy Support And Execution Momentum Will Drive Future Re Rating

Analysts have nudged their blended price target for thyssenkrupp slightly higher to €9.50, reflecting updated views on steel earnings potential, policy support and execution momentum, even as opinions on the stock remain mixed across recent upgrades and target changes. Analyst Commentary Recent research shows a clear split in views, but there is a cluster of bullish analysts highlighting upside optionality in thyssenkrupp, especially around steel earnings, policy support and execution on the current plan.
Actualización del análisis Apr 16

TKA: Portfolio Reshaping And EU Steel Policy Support Will Shape Execution Outcomes

Analysts have set a new price target for thyssenkrupp at €9.50, citing updated views on policy support for EU steel, execution momentum and revised medium term earnings assumptions across recent research. Analyst Commentary Recent research on thyssenkrupp shows a split view, with some firms lifting ratings and targets while others adjust expectations more cautiously.
Actualización del análisis Apr 02

TKA: Portfolio Reshaping And Steel And Materials Deals Will Shape Execution Risk

The analyst price target for thyssenkrupp has been adjusted to €8.30 from €8.70, with analysts citing updated expectations for revenue growth, profit margins, and P/E assumptions following recent mixed target moves and rating changes across the Street. Analyst Commentary Recent research on thyssenkrupp shows a mix of optimism and restraint, with some firms lifting ratings and targets while others trim expectations or keep cautious stances.
Actualización del análisis Mar 19

TKA: Steel And Materials Divestments Will Support Future Share Re Rating

Analyst price targets for thyssenkrupp have edged higher, with recent changes to around €8.70, €9.50 and €13 reflecting updated views on EU steel earnings potential and execution, even as opinions on the stock remain mixed across firms. Analyst Commentary Recent research shows a clear split in views, but there are some distinctly bullish threads that focus on potential earnings support and execution at thyssenkrupp, particularly around its EU steel exposure.
Actualización del análisis Mar 04

TKA: Portfolio Reshaping And Steel Deal Prospects Will Define Execution Risk

Analysts have raised their average price target for thyssenkrupp from around €6.30 to about €8.70. This change reflects updated views that take into account revised fair value assumptions, changes in discount rates, and new Street research on steel earnings potential and capital execution.
Artículo de análisis Feb 19

thyssenkrupp (ETR:TKA) Is Posting Solid Earnings, But It Is Not All Good News

Investors appear disappointed with thyssenkrupp AG's ( ETR:TKA ) recent earnings, despite the decent statutory profit...
Actualización del análisis Feb 17

TKA: Steel Unit Sale Talks Will Support Future Share Re Rating

Analysts have raised their fair value estimate for thyssenkrupp from €14.00 to €15.00, citing updated assumptions on revenue growth, profit margins, and future P/E multiples, in line with recent Street price target increases to €8.70 per share. Analyst Commentary Bullish analysts have been nudging their views higher, with multiple price target adjustments clustering around €8.70 per share.
Actualización del análisis Feb 03

TKA: Raised Street Views And Asset Sales Will Shape Balanced Risk Profile

The analyst price target for thyssenkrupp has been raised from €10.30 to €11.41, reflecting recent Street research in which firms lifted their targets into the €7.70 to €8.70 range and cited updated views on discount rates, revenue growth, margins and future P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts are lifting price targets into a €7.70 to €8.70 range, which points to a reworked view of what they see as fair value for the equity based on their updated models.
Actualización del análisis Jan 20

TKA: Steel Unit Sale And Workforce Cuts Will Support Future Re Rating

Analysts have lifted their price targets for thyssenkrupp to as high as €8.70, up from prior levels around €6.30 to €8.30, reflecting updated views on the group’s risk profile, revenue trajectory, profitability and future P/E assumptions. Analyst Commentary Recent research points to a more constructive tone around thyssenkrupp, even where ratings remain cautious.
Actualización del análisis Jan 06

TKA: Workforce Cuts And Neutral Rating Will Shape Balanced Risk Profile

Analysts have raised their price target for thyssenkrupp to €7.70 from €6.30, citing updated assumptions on fair value, discount rate, revenue growth, profit margins and future P/E as the key factors behind the revision. Analyst Commentary Recent commentary around the revised €7.70 price target suggests a more balanced view of thyssenkrupp, with analysts updating their models but keeping expectations in check through a Neutral rating.
Actualización del análisis Dec 20

TKA: Revenue Resilience And Workforce Cuts Will Support Share Re-Rating

Analysts have raised their fair value estimate for thyssenkrupp from EUR 13.00 to EUR 14.00, reflecting a higher Street price target of EUR 7.70 versus EUR 6.30 previously as they factor in stronger top line growth despite lower margin expectations. Analyst Commentary Bullish analysts highlight that the recent increase in the Street price target signals growing confidence in thyssenkrupp's ability to execute on its strategic initiatives, even in a more challenging margin environment.
Actualización del análisis Dec 06

TKA: Future Workforce Cuts And Mixed Rating Shifts Will Shape Risk Profile

Analysts have nudged their price target on thyssenkrupp slightly lower, from about EUR 10.20 to roughly EUR 10.09. This reflects modestly higher perceived risk and only incremental adjustments to growth and margin expectations, despite recent target increases and rating upgrades from the Street.
Actualización del análisis Oct 17

Marine Systems, Green Hydrogen And Steel Europe Will Unlock Value

Thyssenkrupp’s analyst price target has increased modestly, rising from €7.10 to €7.60, as analysts cited improvements in company outlook and supportive recent upgrades to justify the change. Analyst Commentary Recent analyst activity on Thyssenkrupp reflects a mixture of cautious optimism and ongoing concerns about the company's valuation and longer-term prospects.
Actualización del análisis Oct 03

Marine Systems, Green Hydrogen And Steel Europe Will Unlock Value

Thyssenkrupp's analyst price target has been raised from €9.73 to €10.20, as analysts cite recent upgrades and revised industry outlooks, which support a moderately improved valuation. Analyst Commentary Recent analyst research presents a mixed picture for Thyssenkrupp, reflecting both cautious optimism and lingering concerns regarding the company's valuation, growth prospects, and execution risks.
Actualización del análisis Sep 18

Marine Systems, Green Hydrogen And Steel Europe Will Unlock Value

Analysts have modestly raised thyssenkrupp’s price target to €9.72, citing incremental progress in restructuring and cost controls amid mixed operational signals and continued caution given persistent steel business headwinds. Analyst Commentary Mixed signals on operational turnaround, with some stabilization but limited confidence in strong near-term recovery.
Artículo de análisis Sep 17

Market Might Still Lack Some Conviction On thyssenkrupp AG (ETR:TKA) Even After 38% Share Price Boost

thyssenkrupp AG ( ETR:TKA ) shareholders have had their patience rewarded with a 38% share price jump in the last...
Artículo de análisis Aug 05

thyssenkrupp (ETR:TKA) Is Doing The Right Things To Multiply Its Share Price

XTRA:TKA 1 Year Share Price vs Fair Value Explore thyssenkrupp's Fair Values from the Community and select yours There...
User avatar
Nuevo análisis Jul 16

Green Decarbonization Will Face Setbacks While Marine Systems Rebound

Market optimism around green steel and digitalization may be overstated, given execution risks, high costs, and potential delays impacting profit growth and cash flow.
Artículo de análisis Jul 10

thyssenkrupp AG (ETR:TKA) Looks Just Right With A 29% Price Jump

thyssenkrupp AG ( ETR:TKA ) shares have had a really impressive month, gaining 29% after a shaky period beforehand. The...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Miguel Lopez Borrego en comparación con los beneficios de thyssenkrupp?
FechaCompensación totalSalarioIngresos de la empresa
Dec 31 2025n/an/a

€163m

Sep 30 2025n/an/a

€465m

Jun 30 2025n/an/a

-€1b

Mar 31 2025n/an/a

-€1b

Dec 31 2024n/an/a

-€1b

Sep 30 2024€2m€1m

-€2b

Jun 30 2024n/an/a

-€2b

Mar 31 2024n/an/a

-€2b

Dec 31 2023n/an/a

-€2b

Sep 30 2023€932k€447k

-€2b

Compensación vs. Mercado: Datos insuficientes para determinar si la compensación total de Miguel es razonable en comparación con empresas de tamaño similar en el mercado German.

Compensación vs. Ingresos: La compensación de Miguel ha sido consistente con los resultados de la empresa en el último año.


CEO

Miguel Lopez Borrego (60 yo)

2.9yrs
Permanencia
€2,344,000
Compensación

Mr. Miguel Angel Lopez Borrego is Deputy Chairman of Supervisory Board at TKMS AG & Co KGaA. Mr. Lopez Borrego is Member of the Supervisory Board of thyssenkrupp nucera AG & Co. KGaA from June 09, 2023. wa...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Miguel Lopez Borrego
CEO & Chairman of the Executive Board2.9yrs€2.34m0.0012%
€ 80.6k
Volkmar Dinstuhl
CEO of Multi Tracks and Automotive Technology segment & Member of Executive Board2.3yrs€1.12msin datos
Ilse Henne
Member of Executive Board2.3yrs€1.10msin datos
Axel Hamann
CFO & Member of Executive Board1yrsin datossin datos
Wilfried von Rath
Chief Human Resources Officer & Member of Executive Board1.1yrssin datossin datos
Thomas Empelmann
Head of Corporate Financeno datasin datossin datos
Andreas Trösch
Head of Investor Relationsno datasin datossin datos
Stefan Schmitt
Head of Corp. Function HR Strategy and Head of Corp. Function People Dev & Executives Management9.6yrssin datossin datos
Peter Walker
Chief Executive Officer of Elevator Technology Business Area8.3yrssin datossin datos
Volker Hellberg
Chief Executive Officer of Industrial Solutions Unit - Saudi Arabia7yrssin datossin datos
Christian Schulte
Head of Investor Relations - thyssenkrupp Elevatorno datasin datossin datos
Patrick Buchmann
Chief Executive Officer of Forged Technologiesno datasin datossin datos
2.6yrs
Permanencia media
55.5yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de TKA se considera experimentado (2.6 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Verena Volpert
Independent Member of Supervisory Board5.6yrs€141.00ksin datos
Stefan Buchner
Independent Member of Supervisory Board5.3yrs€96.50ksin datos
Jurgen Kerner
Vice Chairman of Supervisory Board6.3yrs€186.50ksin datos
Wolfgang Colberg
Independent Member of the Supervisory Board7.4yrs€111.00ksin datos
Siegfried Russwurm
Independent Chairman of Supervisory Board7.1yrs€292.00ksin datos
Bernhard Gunther
Independent Member of Supervisory Board6.3yrs€174.50ksin datos
Ingo Luge
Independent Member of the Supervisory Board6.3yrs€114.00ksin datos
Angelika Gifford
Independent Member of Supervisory Board6.5yrs€75.00ksin datos
Ursula Gather
Independent Member of the Supervisory Board8.3yrs€115.00ksin datos
Tanja Jacquemin
Employee Representative Member of Supervisory Board10.2yrs€110.00ksin datos
Tekin Nasikkol
Employee Representative Member of Supervisory Board5.8yrs€193.93ksin datos
Daniela Jansen
Employee Representative Member of Supervisory Board5.3yrs€114.23ksin datos
6.3yrs
Permanencia media
61yo
Promedio de edad

Junta con experiencia: La junta directiva de TKA se considera experimentada (6.3 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/07 04:01
Precio de las acciones al final del día2026/05/07 00:00
Beneficios2025/12/31
Ingresos anuales2025/09/30

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

thyssenkrupp AG está cubierta por 26 analistas. 8 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Volker BosseBaader Helvea Equity Research
Christian ObstBaader Helvea Equity Research
David Simon ButlerBarclays