Rexel S.A.

Informe acción ENXTPA:RXL

Capitalización de mercado: €10.7b

Rexel Dirección

Dirección controles de criterios 3/4

El CEO de Rexel es Guillaume Jean Texier , nombrado en Sep 2021, tiene una permanencia de 4.92 años. compensación anual total es €4.02M, compuesta por 20.4% salario y 79.6% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.038% de las acciones de la empresa, por valor de €4.03M. La antigüedad media del equipo directivo y de la junta directiva es de 4.8 años y 4.7 años, respectivamente.

Información clave

Guillaume Jean Texier

Chief Executive Officer (CEO)

€4.0m

Compensación total

Porcentaje del salario del CEO20.43%
Permanencia del CEO4.9yrs
Participación del CEO0.04%
Permanencia media de la dirección4.8yrs
Promedio de permanencia en la Junta Directiva4.7yrs

Actualizaciones recientes de la dirección

Recent updates

Artículo de análisis Jul 30

Rexel S.A. (EPA:RXL) Interim Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Shareholders might have noticed that Rexel S.A. ( EPA:RXL ) filed its half-year result this time last week. The early...
Actualización de narrativa Jul 21

RXL: Higher Earnings Expectations Will Increase Execution Risk On Bolt On Deals

Rexel's updated analyst price target moves higher to about €30.14 from roughly €25.97. This reflects analysts' refreshed assumptions on slightly stronger revenue growth, modestly higher profit margins and a higher future P/E multiple supported by recent target increases to €42.50 to €44.50 in Street research.
Actualización de narrativa Jul 07

RXL: Future Upside Will Hinge On Execution Against Higher Expectations

The analyst price target for Rexel has been raised from €34.68 to €38.48. The change is mainly linked to updated assumptions for revenue growth and profit margin, and is supported by recent Overweight views and higher price targets from several banks.
Actualización de narrativa Jun 23

RXL: Mixed Ratings And Bolt On Deals Will Support Future Repricing

The analyst price target for Rexel is now set at €45.0, unchanged overall but supported by slightly adjusted model inputs and mixed recent analyst views following both an upgrade and a downgrade on the stock. Analyst Commentary Recent commentary on Rexel has been mixed, with one fresh downgrade and a recent upgrade.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Artículo de análisis 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...
Artículo de análisis 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...
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Artículo de análisis 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...
Actualización de narrativa 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.
Artículo de análisis 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...
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Artículo de análisis 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...
Artículo de análisis 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...
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Nueva narrativa 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.

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Guillaume Jean Texier en comparación con los beneficios de Rexel?
FechaCompensación totalSalarioIngresos de la empresa
Jun 30 2026n/an/a

€669m

Mar 31 2026n/an/a

€629m

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

Compensación vs. Mercado: La compensación total ($USD4.62M) de Guillaume Jean está en línea con el promedio de empresas de tamaño similar en el mercado French ($USD5.64M).

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


CEO

Guillaume Jean Texier (52 yo)

4.9yrs
Permanencia
€4,015,062
Compensación

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...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Guillaume Jean Texier
CEO & Director4.9yrs€4.02m0.038%
€ 4.0m
Laurent Delabarre
Group Chief Financial Officer - Leading the China & India Cluster9.3yrssin datossin datos
Ludovic Debailleux
Investors Relations Directorno datasin datossin datos
Julien Neuschwander
Group Chief Digital & Marketing Officer1.1yrssin datossin datos
Martin Maurer
Group Human Resources Officerless than a yearsin datossin datos
Roger Little
Chief Executive Officer of USA12.4yrssin datossin datos
Thomas Moreau
Chief Executive Officer of France6.8yrssin datossin datos
Nour Mejri
Chief Strategy Officerno datasin datossin datos
Antoine Audureau
Group Chief Procurement Officerno datasin datossin datos
Thomas Stadlhofer
CEO Austriano datasin datossin datos
Odile Molle
Group Chief Strategy & Transformation Officerless than a yearsin datossin datos
Isabelle Hoepfner-Leger
Group General Secretary4.6yrssin datossin datos
4.8yrs
Permanencia media
52yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de RXL se considera experimentado (4.8 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Guillaume Jean Texier
CEO & Director4.9yrs€4.02m0.038%
€ 4.0m
Agnes Touraine
Independent Chairwoman9.5yrs€400.00k0.0030%
€ 317.1k
Steven Borges
Independent Director3.3yrs€87.50k0.00034%
€ 36.4k
Barbara Dalibard
Independent Director4.7yrs€95.00k0.00082%
€ 87.8k
Francois Auque
Independent Director7.3yrs€105.00k0.0010%
€ 109.3k
Catherine Vandenborre
Independent Director2.3yrs€80.00k0.00034%
€ 36.4k
Brigitte Cantaloube
Independent Director6.5yrs€95.00k0.00061%
€ 65.3k
Robert Schuchna
Non-Independent Member of the Boardless than a year€32.40k0.0051%
€ 546.3k
Toni Killebrew
Employee Representative Director5.8yrs€90.00k0.000020%
€ 2.1k
Antoine Hermelin
Employee Representative Director3.3yrs€80.00k0.0019%
€ 204.6k
Eric Labaye
Independent Director2.3yrs€80.00k0.00034%
€ 36.4k
4.7yrs
Permanencia media
58yo
Promedio de edad

Junta con experiencia: La junta directiva de RXL se considera experimentada (4.7 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/08/04 22:29
Precio de las acciones al final del día2026/08/04 00:00
Beneficios2026/06/30
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

Rexel S.A. está cubierta por 24 analistas. 12 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
George FeatherstoneBarclays
Philip BullerBerenberg
Alasdair LeslieBernstein