Halma plc

Informe acción LSE:HLMA

Capitalización de mercado: UK£16.8b

Halma Dirección

Dirección controles de criterios 3/4

El CEO de Halma es Marc Ronchetti , nombrado en Apr 2023, tiene una permanencia de 3.08 años. compensación anual total es £5.06M, compuesta por 18.5% salario y 81.5% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.043% de las acciones de la empresa, por valor de £7.19M. La antigüedad media del equipo directivo y de la junta directiva es de 5.1 años y 5.1 años, respectivamente.

Información clave

Marc Ronchetti

Chief Executive Officer (CEO)

UK£5.1m

Compensación total

Porcentaje del salario del CEO18.47%
Permanencia del CEO3.1yrs
Participación del CEO0.04%
Permanencia media de la dirección5.1yrs
Promedio de permanencia en la Junta Directiva5.1yrs

Actualizaciones recientes de la dirección

Recent updates

Nueva narrativa May 13

AI Data Center Reliance And Heavy Investment Will Heighten Future Earnings Risk

Catalysts About Halma Halma is a group of companies that supplies safety, environmental and healthcare technologies to customers worldwide. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Apr 25

HLMA: Higher Assumptions And Neutral Stance Will Support Premium Future P/E

Halma's analyst price target has been adjusted from £40.00 to £41.50. Analysts link this shift to updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E.
Actualización de narrativa Apr 09

HLMA: Slightly Higher Assumptions And Neutral Views Will Support Premium P/E

Narrative update on Halma The updated analyst price target for Halma now reflects the recent Street moves to £4,150 per share. Analysts point to slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E as the key drivers behind this change.
Artículo de análisis Apr 04

We Ran A Stock Scan For Earnings Growth And Halma (LON:HLMA) Passed With Ease

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Actualización de narrativa Mar 26

HLMA: Slightly Higher Revenue Assumptions Will Support Premium Future P/E

Halma's analyst price target has shifted higher to £4,150 from £4,000, as analysts point to updated assumptions for slightly stronger revenue growth and valuation multiples, along with modestly adjusted profit margin expectations. Analyst Commentary Recent research presents a mixed but generally balanced view on Halma, with price targets adjusted to reflect updated assumptions on revenue growth, valuation multiples, and profit margins.
Actualización de narrativa Mar 11

HLMA: Stable Assumptions And Lower Risk Will Support Premium Future P/E

Analysts have increased their price target on Halma by £4.50, citing updated assumptions on discount rates, profit margins and future P/E levels. Analyst Commentary Bullish Takeaways Bullish analysts link the £4.50 price target uplift to revised discount rate assumptions, suggesting they see Halma's cash flows as less risky than before, which supports a higher valuation multiple.
Actualización de narrativa Feb 24

HLMA: Steady Earnings Assumptions Will Likely Sustain Premium Future P/E

Analysts have nudged their price target for Halma higher to £38.69 from £38.38, citing modest adjustments to revenue growth, profit margin and future P/E assumptions following recent research updates, including the latest increase from Berenberg. Analyst Commentary Bullish Takeaways Bullish analysts supporting the higher £38.69 target point to incremental tweaks in revenue and margin assumptions as enough to justify a slightly richer valuation without changing the core thesis on Halma.
Artículo de análisis Feb 10

Halma (LON:HLMA) Has Some Way To Go To Become A Multi-Bagger

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
Actualización de narrativa Feb 07

HLMA: Modest Fair Value Shift Will Likely Support High P/E Expectations

Analysts have slightly increased their price targets on Halma, raising the revised fair value estimate to £38.38 per share from £38.05, reflecting modest adjustments to assumptions on revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent research updates on Halma point to a slightly higher fair value estimate per share at £38.38, alongside an increased price target of 450 GBp in one of the latest notes.
Actualización de narrativa Jan 22

HLMA: Higher Fair Value Assumptions Will Likely Support Premium P/E Multiple

Halma's analyst price target has been lifted by £0.72 to £38.05, with analysts pointing to updated assumptions around fair value, revenue growth, profit margins and future P/E levels as key drivers behind the change. Analyst Commentary Bullish Takeaways Bullish analysts see the higher £38.05 target as better reflecting their updated fair value work, which now builds in revised assumptions around revenue, margins and the P/E they are prepared to apply.
Artículo de análisis Jan 11

What Does Halma plc's (LON:HLMA) Share Price Indicate?

Today we're going to take a look at the well-established Halma plc ( LON:HLMA ). The company's stock saw a decent share...
Actualización de narrativa Jan 07

HLMA: Slightly Higher Fair Value Will Likely Support Premium Multiple

Analysts have nudged their price target for Halma slightly higher to £37.33 from £37.11, citing updated assumptions around modestly stronger revenue growth, slightly higher profit margins and a marginally lower future P/E multiple. Valuation Changes Fair Value: Revised slightly higher from £37.11 to £37.33 per share.
Actualización de narrativa Dec 15

HLMA: Raised Price Views Will Likely Sustain Premium Multiple Amid Mixed Sentiment

The analyst price target for Halma has been nudged higher, with our updated fair value estimate rising from about £36.67 to £37.11 per share. Analysts highlight a richer future earnings multiple supported by a series of upward target revisions across the Street, despite slightly softer long term growth and margin assumptions.
Artículo de análisis Dec 15

Is Halma (LON:HLMA) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Artículo de análisis Dec 01

Does Halma (LON:HLMA) Deserve A Spot On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Actualización de narrativa Dec 01

HLMA: Upgraded Profit Margins Will Likely Sustain Fair Value Amid Cautious Optimism

Halma’s analyst price target has increased by nearly £2.38 to reflect upgraded forecasts for revenue growth and profit margins. Analysts cite recent positive research updates supporting the company’s outlook.
Artículo de análisis Nov 18

Halma plc's (LON:HLMA) Business Is Yet to Catch Up With Its Share Price

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") below 16x, you may...
Actualización de narrativa Nov 17

HLMA: Margins and Execution Will Support Steady Performance Amid Valuation Caution

Halma's analyst price target has risen modestly, up by approximately £0.09 to £34.30. Analysts highlight improved profit margins and moderate adjustments to growth forecasts.
Artículo de análisis Nov 05

Returns At Halma (LON:HLMA) Appear To Be Weighed Down

What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
Actualización de narrativa Nov 01

HLMA: Upward Pricing Revisions Will Underpin Confidence Despite Valuation Concerns

Halma's analyst price target has increased significantly. Analysts cite improved confidence in the company's high-growth prospects and sustainable margins, as reflected by recent upward revisions to targets such as £3,690 and £3,770 per share.
Actualización de narrativa Oct 18

Strong Cash Generation Will Enable Future Investments In Niche Safety And Environmental Technologies

Halma’s analyst price target has increased by approximately £0.24 to £34.20. Analysts cite ongoing revenue growth and recently raised price targets from multiple firms to support the positive outlook.
Actualización de narrativa Oct 04

Strong Cash Generation Will Enable Future Investments In Niche Safety And Environmental Technologies

Halma's analyst price target has increased from £32.74 to £33.97 per share, as analysts cite improved revenue growth expectations and confidence in the company's high-return business model. Analyst Commentary Recent street research reflects a mix of optimism and caution among analysts.
Actualización de narrativa Sep 19

Strong Cash Generation Will Enable Future Investments In Niche Safety And Environmental Technologies

Analysts have modestly raised Halma’s price target to £32.74, reflecting confidence in its resilient, high-growth business model and acquisition strategy, though some remain cautious on valuation. Analyst Commentary Bullish analysts cite Halma's high-growth, high-returns business model as sustainable, supporting higher valuation multiples.
Actualización de narrativa Sep 04

Strong Cash Generation Will Enable Future Investments In Niche Safety And Environmental Technologies

Analysts reaffirm their positive outlook on Halma, citing its strong market position, resilient profitability, and improving growth prospects, with the consensus price target unchanged at £32.39. Analyst Commentary Recognition of Halma’s sustainable high-growth, high-returns business model.
Artículo de análisis Aug 24

These 4 Measures Indicate That Halma (LON:HLMA) Is Using Debt Safely

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Artículo de análisis Aug 10

Here's Why Halma (LON:HLMA) Has Caught The Eye Of Investors

LSE:HLMA 1 Year Share Price vs Fair Value Explore Halma's Fair Values from the Community and select yours For...
Artículo de análisis Jul 27

Halma (LON:HLMA) Hasn't Managed To Accelerate Its Returns

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
Artículo de análisis Jul 13

Halma plc's (LON:HLMA) Business Is Trailing The Market But Its Shares Aren't

Halma plc's ( LON:HLMA ) price-to-earnings (or "P/E") ratio of 41x might make it look like a strong sell right now...
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Nueva narrativa Nov 24

Calculated Acquisitions And Robust R&D Drive Long-Term Growth Amid Market Challenges

Strong cash generation and balance sheet support significant R&D and acquisition investments, ensuring sustainable growth and increased future revenues and earnings.

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Marc Ronchetti en comparación con los beneficios de Halma?
FechaCompensación totalSalarioIngresos de la empresa
Sep 30 2025n/an/a

UK£347m

Jun 30 2025n/an/a

UK£322m

Mar 31 2025UK£5mUK£934k

UK£296m

Dec 31 2024n/an/a

UK£291m

Sep 30 2024n/an/a

UK£287m

Jun 30 2024n/an/a

UK£278m

Mar 31 2024UK£4mUK£900k

UK£269m

Dec 31 2023n/an/a

UK£253m

Sep 30 2023n/an/a

UK£238m

Jun 30 2023n/an/a

UK£236m

Mar 31 2023UK£2mUK£666k

UK£235m

Dec 31 2022n/an/a

UK£229m

Sep 30 2022n/an/a

UK£224m

Jun 30 2022n/an/a

UK£234m

Mar 31 2022UK£2mUK£482k

UK£244m

Dec 31 2021n/an/a

UK£253m

Sep 30 2021n/an/a

UK£262m

Jun 30 2021n/an/a

UK£233m

Mar 31 2021UK£2mUK£404k

UK£203m

Dec 31 2020n/an/a

UK£190m

Sep 30 2020n/an/a

UK£177m

Jun 30 2020n/an/a

UK£181m

Mar 31 2020UK£2mUK£425k

UK£184m

Compensación vs. Mercado: La compensación total ($USD6.79M) de Marc está en línea con el promedio de empresas de tamaño similar en el mercado UK ($USD7.35M).

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


CEO

Marc Ronchetti (49 yo)

3.1yrs
Permanencia
UK£5,056,000
Compensación

Mr. Marc Arthur Ronchetti served as Group Chief Financial Officer of Halma plc since June 30, 2018 until January 16, 2023 and serves as its Executive Director since July 01, 2018 and serves as its Group Ch...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Marc Ronchetti
Group CEO3.1yrsUK£5.06m0.043%
£ 7.2m
Carole Cran
CFO, Member of Executive Board & Executive Director1.1yrsUK£513.00k0.0027%
£ 450.9k
Jennifer Ward
Group Talent12.2yrsUK£2.55m0.010%
£ 1.7m
Catherine Michel
CTO & Member of Executive Board6.7yrssin datos0.0020%
£ 336.5k
Funmi Adegoke
CEO of Safety Sector & Member of Executive Board5.7yrssin datossin datos
Constance Baroudel
Chief Sustainability Officer5.1yrssin datos0.012%
£ 2.0m
Steve Brown
Sector Chief Executive of Healthcare & Member of Executive Board4.5yrssin datossin datos
Charlene Lim
Group General Counsel & Member of Executive Board1.7yrssin datossin datos
Charles King
Head of Investor Relationsno datasin datossin datos
Bill Stoval
CEO of Divisionalno datasin datossin datos
Rob Lewis
Divisional Chief Executive of Environmental & Analysis Sectorno datasin datossin datos
Mark Jenkins
Company Secretary6yrssin datossin datos
5.1yrs
Permanencia media
52yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de HLMA es experimentado (5.1 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Marc Ronchetti
Group CEO7.8yrsUK£5.06m0.043%
£ 7.2m
Carole Cran
CFO, Member of Executive Board & Executive Director10.3yrsUK£513.00k0.0027%
£ 450.9k
Jennifer Ward
Group Talent9.7yrsUK£2.55m0.010%
£ 1.7m
Giles Francis Kerr
Independent Non-Executive Director2.3yrsUK£77.00k0.00053%
£ 89.2k
Dharmash Mistry
Independent Non-Executive Director5.1yrsUK£77.00k0.00068%
£ 114.4k
Barbara Milian Thoralfsson
Independent Non-Executive Directorless than a yearsin datos0.000090%
£ 15.1k
Pamela Makin
Independent Non-Executive Chair5.3yrsUK£437.00k0.0027%
£ 445.9k
Andrew La Force
Independent Non-Executive Directorless than a yearsin datos0.0021%
£ 356.7k
Jo Harlow
Senior Independent Non-Executive Director9.6yrsUK£119.00k0.00053%
£ 89.2k
Sharmila Nebhrajani
Independent Non-Executive Director4.4yrsUK£82.00k0.000050%
£ 8.4k
Liam Condon
Independent Non-Executive Director2.7yrsUK£77.00k0.00026%
£ 43.7k
5.1yrs
Permanencia media
59yo
Promedio de edad

Junta con experiencia: La junta directiva de HLMA se considera experimentada (5.1 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/20 00:46
Precio de las acciones al final del día2026/05/20 00:00
Beneficios2025/09/30
Ingresos anuales2025/03/31

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

Halma plc está cubierta por 31 analistas. 14 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
Richard PaigeBarclays
Jonathan HurnBarclays
Andrew SimmsBerenberg