Deutsche Lufthansa AG

Informe acción XTRA:LHA

Capitalización de mercado: €10.1b

Deutsche Lufthansa Dirección

Dirección controles de criterios 2/4

El CEO de Deutsche Lufthansa es Carsten Spohr , nombrado en Jan 2011, tiene una permanencia de 15.42 años. compensación anual total es €8.83M, compuesta por 21.4% salario y 78.6% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.029% de las acciones de la empresa, por valor de €2.96M. La antigüedad media del equipo directivo y de la junta directiva es de 5 años y 5.9 años, respectivamente.

Información clave

Carsten Spohr

Chief Executive Officer (CEO)

€8.8m

Compensación total

Porcentaje del salario del CEO21.42%
Permanencia del CEO15.4yrs
Participación del CEO0.03%
Permanencia media de la dirección5yrs
Promedio de permanencia en la Junta Directiva5.9yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa Jun 10

LHA: Flawless 2026 Execution And Summer Demand Risks Will Drive Downside

Analysts have reduced the implied fair value estimate for Deutsche Lufthansa from €7.00 to €6.20, citing lower revenue growth and profit margin assumptions, along with recent price target cuts that point to a need for very strong execution against what some view as a full valuation. Analyst Commentary Recent research commentary on Deutsche Lufthansa highlights a shift toward more cautious views, with several bearish analysts revisiting their ratings and price targets in light of what they see as demanding expectations on both valuation and execution.
Actualización de narrativa May 27

LHA: Execution Risks Strikes And Premium Service Investment Will Shape Future Upside

The analyst price target for Deutsche Lufthansa has been revised slightly lower to €8.44 from €8.71, as analysts factor in more modest revenue growth assumptions, a lower discount rate, a somewhat stronger profit margin outlook, and a reduced future P/E multiple following a mix of recent target cuts and downgrades, alongside a few smaller upward revisions. Analyst Commentary Recent research on Deutsche Lufthansa shows a split in opinion, with several firms cutting ratings or targets while a smaller group has made modest upward adjustments.
Artículo de análisis May 15

There May Be Underlying Issues With The Quality Of Deutsche Lufthansa's (ETR:LHA) Earnings

Deutsche Lufthansa AG ( ETR:LHA ) just reported some strong earnings, and the market reacted accordingly with a healthy...
Actualización de narrativa May 03

LHA: Cost Execution And Margin Discipline Will Support Future Rerating Potential

The analyst price target for Deutsche Lufthansa has been trimmed by roughly €0.33, reflecting a series of recent target cuts and downgrades across major banks as analysts factor in slightly higher discount rates, modestly adjusted profit margin expectations, and a somewhat higher assumed future P/E multiple. Analyst Commentary Recent research points to a mixed but still constructive view on Deutsche Lufthansa, with several firms refining their targets and ratings as new information comes through.
Actualización de narrativa Apr 19

LHA: Execution On Costs And Margins Will Support Future Rerating Potential

The updated analyst price target for Deutsche Lufthansa has been trimmed by roughly €0.34. Analysts cite recent target cuts at several major banks and slightly lower fair value and profit margin assumptions, partly offset by revised revenue growth expectations and a lower future P/E multiple.
Actualización de narrativa Apr 03

LHA: Turnaround Execution And Fuel Cost Management Will Drive Future Upside Potential

The updated analyst price target for Deutsche Lufthansa moves modestly higher by about €0.42. This reflects analysts' mixed but generally constructive views that factor in revised growth assumptions, margin expectations and sector P/E comparisons following recent upgrades, downgrades and target tweaks across the Street.
Actualización de narrativa Mar 20

LHA: Turnaround Execution And Fuel Costs Will Shape Fairly Balanced Outlook

Analysts have revised Deutsche Lufthansa's fair value estimate from €6.00 to €7.00, reflecting a mix of reduced price targets from several banks and more constructive views from others who highlight operational improvement efforts and the potential impact of easing fuel costs over time. Analyst Commentary Recent Street research on Deutsche Lufthansa shows a split picture, with some firms raising targets or upgrading ratings while others trim expectations and highlight execution and growth risks.
Actualización de narrativa Mar 06

LHA: Turnaround Execution And IT Overhaul Will Support Future Rerating Potential

Analyst fair value for Deutsche Lufthansa has nudged up only slightly to €11.75 from €11.74, as mixed Street price target moves, including cuts around €7.60 and upgrades toward €9.30, leave the overall outlook largely unchanged, but incrementally more constructive on profitability and near term growth assumptions. Analyst Commentary Recent Street research around Deutsche Lufthansa has been mixed, but there is a clear cluster of more positive calls that help explain why fair value estimates have edged higher even as some targets remain cautious.
Actualización de narrativa Feb 20

LHA: Turnaround Plan And IT Overhaul Will Support Future Repricing Potential

Our updated analyst price target for Deutsche Lufthansa edges higher to €11.74 from €11.57, reflecting modestly adjusted assumptions on revenue growth, profit margins and discount rate. This sits alongside mixed but generally more constructive Street research, where several firms have raised price targets and at least one has upgraded the stock.
Actualización de narrativa Feb 05

LHA: Turnaround Execution Risk Will Likely Cap Upside Despite Recent Upgrade

Analysts have raised their fair value estimate for Deutsche Lufthansa to €6.0 from €5.0, reflecting updated views on discount rates, revenue growth, profit margins and P/E assumptions, informed by recent mixed price target changes from Deutsche Bank, Barclays, Morgan Stanley and JPMorgan. Analyst Commentary Recent research on Deutsche Lufthansa shows a mixed set of opinions, with some firms turning more constructive and others taking a more cautious stance on the shares and the company’s ability to deliver on its plans.
Actualización de narrativa Jan 22

LHA: Turnaround Program And IT Overhaul Will Support Higher Future Earnings

Analysts have lifted their fair value estimate for Deutsche Lufthansa from €10.67 to €11.57, reflecting recent price target increases across several banks and updated assumptions on discount rate, revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent Street research on Deutsche Lufthansa has been mixed, but there is a clear cluster of bullish analysts who see upside potential relative to prior expectations.
Actualización de narrativa Jan 08

LHA: Turnaround Uncertainty And Execution Risks Will Constrain Share Recovery Potential

Analysts have increased the fair value estimate for Deutsche Lufthansa to about €8.30 from €8.01, citing improved profit margin assumptions, a slightly lower discount rate and recent upward revisions to price targets, including a move to €9.30 at one major firm and €8 at another. Analyst Commentary Recent research opinions on Deutsche Lufthansa have shifted meaningfully over the past few months, with some firms turning more constructive and others taking a more cautious stance.
Artículo de análisis Jan 04

Here's Why Deutsche Lufthansa (ETR:LHA) Has A Meaningful Debt Burden

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Actualización de narrativa Dec 22

LHA: Mixed Ratings And Fleet Delays Will Shape Recovery Path Ahead

Analysts have nudged their fair value estimate for Deutsche Lufthansa slightly higher to roughly EUR 8.01 from about EUR 7.89, citing moderately stronger revenue growth expectations and a higher future earnings multiple, despite ongoing profitability and macro headwinds reflected in mixed recent price target revisions. Analyst Commentary Recent Street research on Deutsche Lufthansa presents a mixed outlook, with price targets clustering below the updated fair value estimate and ratings skewed toward caution.
Actualización de narrativa Dec 08

LHA: Mixed Ratings Will Shape Recovery Outlook Amid Delayed Widebody Deliveries

The analyst price target for Deutsche Lufthansa has been modestly raised to EUR 7.89 from EUR 7.50 as analysts factor in slightly lower perceived risk and improving profit margins, even as they moderate long term growth and valuation assumptions in light of mixed recent research views. Analyst Commentary Recent Street research on Deutsche Lufthansa highlights a mixed backdrop, with modest upward adjustments to some price targets offset by more cautious ratings and valuation resets.
Artículo de análisis Nov 08

Deutsche Lufthansa's (ETR:LHA) Promising Earnings May Rest On Soft Foundations

Deutsche Lufthansa AG ( ETR:LHA ) just reported some strong earnings, and the market reacted accordingly with a healthy...
Actualización de narrativa Oct 30

LHA: Market Headwinds And Aircraft Delays Will Shape Earnings Recovery Prospects

Deutsche Lufthansa's analyst price target has been revised lower. The latest consensus estimate decreased from €7.57 to €7.50, as analysts cite continued headwinds and reduced earnings expectations following industry downgrades and cautious outlooks.
Actualización de narrativa Oct 15

Overoptimistic Projections Will Crumble Under Mounting Cost Pressures

Analysts have slightly lowered their price target for Deutsche Lufthansa, reducing it from €7.65 to €7.57. They cite continued industry headwinds and a cautious outlook on profitability and growth assumptions.
Artículo de análisis Sep 18

Is Deutsche Lufthansa (ETR:LHA) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Actualización de narrativa Sep 04

Overoptimistic Projections Will Crumble Under Mounting Cost Pressures

Analysts remain cautious on Lufthansa due to valuation concerns despite stable demand and segmental strength in logistics and MRO, as reduced perceived upside and expectations of softer unit revenue leave the consensus analyst price target unchanged at €7.65. Analyst Commentary Analysts see demand for European airlines remaining stable, but regard Lufthansa's valuation as less attractive at current levels.
Artículo de análisis Aug 13

When Should You Buy Deutsche Lufthansa AG (ETR:LHA)?

XTRA:LHA 1 Year Share Price vs Fair Value Explore Deutsche Lufthansa's Fair Values from the Community and select yours...
Artículo de análisis Jul 08

Investors Will Want Deutsche Lufthansa's (ETR:LHA) Growth In ROCE To Persist

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Artículo de análisis Jun 17

Is There An Opportunity With Deutsche Lufthansa AG's (ETR:LHA) 49% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Deutsche Lufthansa fair value estimate is €13.65 Deutsche...
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Nueva narrativa Nov 28

Lufthansa Set To Soar With Digital Advancements And Fleet Modernization Despite Industry Challenges

Lufthansa's operational improvements and fleet modernization are set to enhance net margins by reducing costs and boosting efficiency.

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Carsten Spohr en comparación con los beneficios de Deutsche Lufthansa?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

€2b

Dec 31 2025€9m€2m

€1b

Sep 30 2025n/an/a

€2b

Jun 30 2025n/an/a

€2b

Mar 31 2025n/an/a

€1b

Dec 31 2024€6m€2m

€1b

Sep 30 2024n/an/a

€1b

Jun 30 2024n/an/a

€1b

Mar 31 2024n/an/a

€2b

Dec 31 2023€6m€2m

€2b

Sep 30 2023n/an/a

€2b

Jun 30 2023n/an/a

€2b

Mar 31 2023n/an/a

€1b

Dec 31 2022€5m€2m

€997m

Sep 30 2022n/an/a

€183m

Jun 30 2022n/an/a

-€695m

Mar 31 2022n/an/a

-€2b

Dec 31 2021€3m€2m

-€2b

Sep 30 2021n/an/a

-€3b

Jun 30 2021n/an/a

-€5b

Mar 31 2021n/an/a

-€6b

Dec 31 2020€6m€1m

-€7b

Sep 30 2020n/an/a

-€5b

Jun 30 2020n/an/a

-€2b

Mar 31 2020n/an/a

-€569m

Dec 31 2019€6m€2m

€1b

Compensación vs. Mercado: La compensación total de Carsten($USD10.22M) está por encima de la media de empresas de tamaño similar en el mercado German ($USD5.55M).

Compensación vs. Ingresos: La compensación de Carsten ha aumentado más de un 20% en el último año.


CEO

Carsten Spohr (60 yo)

15.4yrs
Permanencia
€8,832,000
Compensación

Mr. Carsten Spohr has been an Independent Member of Supervisory Board at Münchener Rückversicherungs-Gesellschaft Aktiengesellschaft in München since April 29, 2020. He served as Interim Chief Financial Of...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Carsten Spohr
Chairman of the Executive Board & CEO15.4yrs€8.83m0.029%
€ 3.0m
Till Streichert
CFO & Member of Executive Board1.8yrs€3.75msin datos
Michael Niggemann
Chief HR & Legal Officer and Member of the Executive Board6.4yrs€4.29m0.0083%
€ 844.8k
Dieter Vranckx
Chief Commercial Officer & Member of Management Board1.9yrs€2.62msin datos
Grazia Vittadini
CTO & Member of the Executive Board1.9yrs€2.58msin datos
Marc-Dominic Nettesheim
Head of Investor Relationsno datasin datossin datos
Jorg Eberhart
Head of Strategy & Organizational Development4.7yrssin datossin datos
Steffan Harbarth
Chief Commercial Officer for Munich Hub10.3yrssin datossin datos
Markus Binkert
Chief Commercial Officer of Swiss International Airlinesno datasin datossin datos
Stefan Kreuzpaintner
Chief Commercial Officer5.4yrssin datossin datos
Kay Lindemann
Head of Corporate International Relations & Government Affairs of Lufthansa Groupno datasin datossin datos
Peter Kunz
Head of Industrial & Logistics for EMEA and Germanyno datasin datossin datos
5.0yrs
Permanencia media
53yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de LHA es experimentado (5 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Johannes Teyssen
Chairman of Supervisory Boardless than a yearsin datossin datos
Erich Clementi
Independent Member of Supervisory Board6.1yrs€150.00ksin datos
Karl Gernandt
Independent Member of Supervisory Board3.1yrs€166.00ksin datos
Harald Kruger
Independent Member of Supervisory Board6.1yrs€225.00ksin datos
Angela Titzrath
Independent Member of Supervisory Board5.8yrs€125.00ksin datos
Britta Seeger
Member of Supervisory Board5.1yrs€100.00ksin datos
Christine Behle
Vice Chairwoman of the Supervisory Board13.1yrs€175.00ksin datos
Astrid Stange
Independent Member of Supervisory Board6.1yrs€100.00ksin datos
Christian Hirsch
Employee Representative Member of Supervisory Board2.9yrs€150.00ksin datos
Holger Koch
Employee Representative Member of Supervisory Board8.1yrs€150.00ksin datos
Klaus Winkler
Employee Representative Member of Supervisory Board8.1yrs€150.00ksin datos
Tim Busse
Employee Representative Member of Supervisory Board2.9yrs€100.00ksin datos
5.9yrs
Permanencia media
60.5yo
Promedio de edad

Junta con experiencia: La junta directiva de LHA se considera experimentada (5.9 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/12 13:07
Precio de las acciones al final del día2026/06/12 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

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

Deutsche Lufthansa AG está cubierta por 30 analistas. 15 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
David FintzenBarclays
Andrew LobbenbergBarclays
Conor DwyerBerenberg