Infineon Technologies AG

XTRA:IFX Rapport sur les actions

Capitalisation boursière : €95.0b

Infineon Technologies Gestion

Gestion contrôle des critères 4/4

Nous ne disposons actuellement pas d’informations suffisantes sur le PDG.

Informations clés

Jochen Hanebeck

Directeur général

€2.7m

Rémunération totale

Pourcentage du salaire du PDG52.25%
Durée du mandat du directeur général9.8yrs
Propriété du PDGn/a
Durée moyenne d'occupation des postes de direction3.8yrs
Durée moyenne du mandat des membres du conseil d'administration6.3yrs

Mises à jour récentes de la gestion

Recent updates

Nouveau récit May 07

AI Data Center Power Concentration Will Expose Revenue And Margins To Future Downside Risk

Catalysts About Infineon Technologies Infineon Technologies is a semiconductor company that supplies products for automotive, industrial power, data centers and connected devices. What are the underlying business or industry changes driving this perspective?
Mise à jour du récit May 01

To increase Cashflow, IFX first reduced it ...

01.05.26 On 20.06.24 I wrote „there is more future than you see in the snowflake“. I explained that IFX is investing strongly in Dresden in a new Fab.
Mise à jour du récit Apr 21

IFX: China Inventory Risk And 2027 Margins Will Anchor Fair Value

The analyst fair value estimate for Infineon Technologies has edged up by about €0.54 to roughly €50.35, supported by recent price target increases from several banks and analyst expectations for slightly higher revenue growth, profit margins, and a modestly lower future P/E multiple, despite some caution around China related inventory risk. Analyst Commentary Recent Street research on Infineon Technologies reflects a mix of optimism around execution and earnings power, balanced by caution on end market risks and valuation assumptions.
Mise à jour du récit Apr 07

IFX: China Inventory Risk Will Set Up 2027 Margin Repricing

Narrative Update The analyst price target for Infineon has been adjusted by €0.80. Analysts point to mixed views on Chinese inventory risk and 2027 margins, alongside a series of recent target increases from several banks.
Mise à jour du récit Mar 23

IFX: China Inventory Overhang Will Set Up Future Margin Repricing

Infineon Technologies' analyst fair value estimate has been adjusted slightly higher to €49.81, as analysts factor in updated assumptions on discount rates, revenue growth, profit margins and future P/E, following a mix of recent target hikes and a downgrade highlighting inventory and China demand risks. Analyst Commentary Recent Street research on Infineon points to a split view, with several price target increases clustered around the same period and a single downgrade that calls out specific risks on inventory and China demand.
Mise à jour du récit Mar 09

IFX: China Inventory Risk Will Set Up Future Margin Reassessment

Infineon Technologies' blended analyst price target has edged higher to about €49.22 from €48.78 as analysts balance concerns about China-related inventory risk and margin headwinds with a series of recent price target increases from major firms. Analyst Commentary Recent Street research on Infineon shows a mix of optimism around its long term positioning and caution around nearer term execution risks, which helps explain the relatively modest change in the blended price target.
Mise à jour du récit Feb 23

IFX: Patent Ruling And Radar Partnership Will Shape Balanced Future Prospects

Narrative Update on Infineon Technologies The analyst fair value estimate for Infineon Technologies has shifted slightly higher to €48.78, with modest tweaks to long term assumptions such as discount rate, revenue growth, profit margins and future P/E, reflecting a cluster of recent Street price target increases from around €0.80 to €9. Analyst Commentary Recent Street research on Infineon Technologies has centered on a series of price target adjustments in the €0.80 to €9 range, including changes from JPMorgan and several other large banks.
Article d’analyse Feb 11

There May Be Some Bright Spots In Infineon Technologies' (ETR:IFX) Earnings

Soft earnings didn't appear to concern Infineon Technologies AG's ( ETR:IFX ) shareholders over the last week. We did...
Mise à jour du récit Feb 07

IFX: Gallium Supply Shift And Patent Ruling Will Support Future Upside

Analysts have nudged their price targets on Infineon higher, with our fair value estimate moving from €46.39 to about €48.48. This adjustment is supported by Street research that cites updated views on revenue growth, profit margins and future P/E assumptions.
Article d’analyse Feb 06

Infineon Technologies (ETR:IFX) Is Due To Pay A Dividend Of €0.35

Infineon Technologies AG ( ETR:IFX ) has announced that it will pay a dividend of €0.35 per share on the 24th of...
Mise à jour du récit Jan 24

IFX: Data Center Power Partnerships And Materials Supply Will Shape Balanced Outlook

Analysts have nudged their price expectations for Infineon higher, reflecting updated fair value estimates of €46.39, slightly adjusted assumptions for growth, margins and discount rate, and recent Street research in which firms lifted their price targets on the shares and highlighted Infineon's role in a planned DC-based datacenter infrastructure partnership. Analyst Commentary Recent Street research on Infineon points to a mix of optimism around the updated fair value and the DC-based datacenter opportunity, alongside some caution on execution and risk-reward at current levels.
Article d’analyse Jan 11

Infineon Technologies (ETR:IFX) Is Due To Pay A Dividend Of €0.35

The board of Infineon Technologies AG ( ETR:IFX ) has announced that it will pay a dividend of €0.35 per share on the...
Mise à jour du récit Jan 09

IFX: Data Center Power And Materials Optionality Will Shape Balanced Outlook

Analysts have lifted their fair value estimate for Infineon Technologies by about €0.59 to €44.26, citing slightly higher long term profit margin and P/E assumptions following recent research updates that include a higher €41 Street price target and interest in the company as a partner for DC based datacenter infrastructure. Analyst Commentary Street research around Infineon has focused on refreshed valuation targets and the potential impact of new partnership activity linked to DC based datacenter infrastructure.
Article d’analyse Jan 05

With Infineon Technologies AG (ETR:IFX) It Looks Like You'll Get What You Pay For

Infineon Technologies AG's ( ETR:IFX ) price-to-earnings (or "P/E") ratio of 50.5x might make it look like a strong...
Mise à jour du récit Dec 25

IFX: Data Center Power Partnerships Will Drive Future Margin And Share Momentum

Analysts have nudged their price target on Infineon Technologies higher to approximately EUR 41, citing a slightly richer long term valuation multiple supported by resilient margin expectations and incremental growth opportunities from new partnerships in data center power infrastructure. Analyst Commentary Bullish analysts emphasize that the modest lift in the price target reflects increased confidence in Infineon Technologies margin durability and its ability to capture incremental value from secular trends in power electronics for data centers.
Mise à jour du récit Dec 11

IFX: Data Center Power Partnerships Will Drive Long-Term Share Momentum

Analysts have nudged their fair value estimate for Infineon Technologies slightly higher, lifting the price target by about EUR 1 to reflect modestly improved growth and margin assumptions, supported by recent target increases from the Street and growing optimism around long term demand drivers. Analyst Commentary Bullish analysts highlight that recent target increases to the low 40s in euro terms signal confidence that Infineon can defend and gradually expand margins, even as the broader European hardware space faces mixed sentiment.
Mise à jour du récit Nov 26

IFX: Partnerships And Mineral Supply News Will Drive Long-Term Share Momentum

Infineon Technologies' analyst fair value target has increased slightly from €43.02 to €43.61. Analysts cited steady price target raises supported by optimism for future growth and strategic partnerships.
Article d’analyse Nov 15

Infineon Technologies AG Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Investors in Infineon Technologies AG ( ETR:IFX ) had a good week, as its shares rose 7.9% to close at €35.30 following...
Mise à jour du récit Nov 12

IFX: New Partnerships And AI Demand Will Drive Share Gains Ahead

Infineon Technologies' analyst price target has increased modestly from EUR 37 to EUR 39. Analysts highlight supportive 2027 valuation estimates and optimism around new partnerships, despite a slightly lower revenue growth outlook.
Article d’analyse Sep 17

Estimating The Intrinsic Value Of Infineon Technologies AG (ETR:IFX)

Key Insights The projected fair value for Infineon Technologies is €35.14 based on 2 Stage Free Cash Flow to Equity...
Article d’analyse Aug 25

Returns At Infineon Technologies (ETR:IFX) Are On The Way Up

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
Article d’analyse Aug 12

Investors Can Find Comfort In Infineon Technologies' (ETR:IFX) Earnings Quality

XTRA:IFX 1 Year Share Price vs Fair Value Explore Infineon Technologies's Fair Values from the Community and select...
Article d’analyse Jul 24

Is There Now An Opportunity In Infineon Technologies AG (ETR:IFX)?

Today we're going to take a look at the well-established Infineon Technologies AG ( ETR:IFX ). The company's stock...
Article d’analyse Jun 26

Does Infineon Technologies (ETR:IFX) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
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Nouveau récit Nov 24

Innovation In AI And EV Solutions Sparks Promising Growth In Semiconductor Markets

Infineon's innovations in power semiconductor technology and focus on growth areas like EVs and AI are poised to enhance market share and profitability.

Analyse de la rémunération des PDG

Comment la rémunération de Jochen Hanebeck a-t-elle évolué par rapport aux bénéfices de Infineon Technologies?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026n/an/a

€1b

Dec 31 2025n/an/a

€1b

Sep 30 2025€3m€1m

€987m

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

€3b

Dec 31 2023n/an/a

€3b

Sep 30 2023€3m€1m

€3b

Jun 30 2023n/an/a

€3b

Mar 31 2023n/an/a

€3b

Dec 31 2022n/an/a

€2b

Sep 30 2022€3m€1m

€2b

Jun 30 2022n/an/a

€2b

Mar 31 2022n/an/a

€2b

Dec 31 2021n/an/a

€1b

Sep 30 2021€2m€750k

€1b

Jun 30 2021n/an/a

€792m

Mar 31 2021n/an/a

€417m

Dec 31 2020n/an/a

€383m

Sep 30 2020€2m€750k

€337m

Jun 30 2020n/an/a

€395m

Mar 31 2020n/an/a

€756m

Dec 31 2019n/an/a

€837m

Sep 30 2019€2m€750k

€889m

Rémunération vs marché: La rémunération totale de Jochen ($USD 3.13M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché German ($USD 5.56M ).

Rémunération et revenus: La rémunération de Jochen a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.


PDG

Jochen Hanebeck (57 yo)

9.8yrs
Titularisation
€2,698,579
Compensation

Mr. Jochen Hanebeck is Chief Executive Officer & Labor Director at Infineon Technologies AG since April 1, 2022 and serves as its Chairman of Management Board since 2022. He has been a Member of Management...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Jochen Hanebeck
CEO, Labor Director & Chairman of Management Board9.8yrs€2.70mpas de données
Sven Schneider
CFO & Member of Management Board7yrs€2.24mpas de données
Andreas Urschitz
Chief Marketing Officer & Member of Management Board3.9yrs€1.32mpas de données
Elke Reichart
Chief Digital & Sustainability Officer and Member of the Management Board2.5yrs€1.40mpas de données
Peter Gruber
CFO of Operations & Employee Representative Member of Supervisory Boardno data€145.00kpas de données
Alexander Gorski
COO & Member of Management Boardless than a yearpas de donnéespas de données
Alexander Foltin
Head of Financeno datapas de donnéespas de données
Florian Martens
Global Head of Communications & Public Policy2.2yrspas de donnéespas de données
Peter Friedrichs
Senior Director of Silicon Carbide Technologyno datapas de donnéespas de données
Matthew Epstein
Senior Analystno datapas de donnéespas de données
3.8yrs
Durée moyenne de l'emploi
56yo
Âge moyen

Gestion expérimentée: L'équipe de direction de IFX est considérée comme expérimentée (ancienneté moyenne 3.8 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Peter Gruber
CFO of Operations & Employee Representative Member of Supervisory Board17.3yrs€145.00kpas de données
Johann Dechant
Employee Representative Deputy Chairman of Supervisory Board11.3yrs€229.00kpas de données
Hermann Eul
Member of Supervisory Board2.3yrs€143.00kpas de données
Ulrich Spiesshofer
Member of Supervisory Board6.3yrs€118.00kpas de données
Margret Suckale
Member of the Supervisory Board6.3yrs€147.00kpas de données
Herbert Diess
Chairman of the Supervisory Board3.3yrs€305.00kpas de données
Friedrich Eichiner
Member of Supervisory Board6.3yrs€239.00kpas de données
Susanne Lachenmann
Employee Representative Member of Supervisory Board11.3yrs€145.00kpas de données
Annette Engelfried
Employee Representative Member of Supervisory Board11.3yrs€199.00kpas de données
Diana Vitale
Employee Representative Member of Supervisory Board11.3yrs€147.00kpas de données
Xiaoqun Clever-Steg
Member of Supervisory Board6.3yrs€145.00kpas de données
Melanie Riedl
Employee Representative Member of Supervisory Board6.3yrs€145.00kpas de données
6.3yrs
Durée moyenne de l'emploi
61yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de IFX sont considérés comme expérimentés (ancienneté moyenne 6.3 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/22 10:53
Cours de l'action en fin de journée2026/05/22 00:00
Les revenus2026/03/31
Revenus annuels2025/09/30

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Infineon Technologies AG est couverte par 43 analystes. 23 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
George ChangAletheia Analyst Network Limited
Alexi UngerArete Research Services LLP
James FontanelliArete Research Services LLP