DFDS Gestion
Gestion contrôle des critères 3/4
Le PDG DFDS est Karen Boesen, nommé en Jul2024, a un mandat de 1.83 ans. La rémunération annuelle totale est DKK 9.91M, composée du salaire de 51.5% et des bonus 48.5%, y compris les actions et options de la société. détient directement 0.01% des actions de la société, d'une valeur de DKK 800.14K. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.7 ans et 4.2 ans.
Informations clés
Karen Boesen
Directeur général
DKK 9.9m
Rémunération totale
| Pourcentage du salaire du PDG | 51.46% |
| Durée du mandat du directeur général | 1.8yrs |
| Propriété du PDG | 0.01% |
| Durée moyenne d'occupation des postes de direction | 2.7yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 4.2yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • May 21
DFDS: Execution Risks Around 2026 EBIT Outlook Will Pressure Future Returns
Analysts have lifted the DFDS fair value estimate from DKK 80.00 to DKK 91.00. This reflects updated assumptions around discount rates, expected revenue growth, profit margins, and future P/E levels.Article d’analyse • May 08
Analysts Are Updating Their DFDS A/S (CPH:DFDS) Estimates After Its First-Quarter Results
As you might know, DFDS A/S ( CPH:DFDS ) recently reported its first-quarter numbers. Revenues were kr.7.4b, with DFDS...
Mise à jour du récit • May 03
DFDS: Refined EBIT Outlook And Leadership Transition Will Support Future Upside
The analyst price target for DFDS has been adjusted from DKK 150 to DKK 160. Analysts attribute this change to updated assumptions on revenue growth, profit margins, discount rate and future P/E following recent revisions to their research views.
Mise à jour du récit • Apr 18
DFDS: Future Returns Will Depend On Execution Risk Under New Leadership
DFDS’s analyst price target rises from DKK 105 to about DKK 120. Analysts point to updated views on fair value, discount rate, revenue growth, profit margin and forward P/E as key drivers of the change.Mise à jour du récit • Apr 04
DFDS: Future Returns Will Reflect Reset Expectations And Leadership Transition Execution
Analysts have trimmed their price target on DFDS by DKK 3.33 to DKK 105, reflecting updated views on revenue growth, profit margins, and a lower assumed future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts view the revised DKK 105 price target as still offering upside potential if DFDS delivers on revenue and margin expectations embedded in their models.Mise à jour du récit • Mar 21
DFDS: Future Returns Will Balance Earnings Uncertainty And Cost Execution Under New Leadership
Analysts have lifted their DFDS price target from DKK 107 to about DKK 108, reflecting modest adjustments to fair value, discount rate, revenue growth, profit margin and a higher assumed future P/E in their models. What's in the News DFDS reported operating results for February 2026, with freight lane metres of 3,525,000 compared with 3,424,000 a year earlier, and passengers of 177,000 compared with 286,000 a year earlier (company announcement of operating results).Mise à jour du récit • Mar 07
DFDS: Modest Freight Progress And Leadership Transition Will Support Future Upside
Analysts are keeping their DKK 150.00 price target for DFDS unchanged, pointing to slightly higher projected revenue growth and profit margins, along with a modestly lower assumed future P/E multiple as the key drivers behind their updated view. What's in the News DFDS reported operating results for January 2026, with freight lane metres at 3,324,000 compared with 3,283,000 a year earlier, and passengers at 221,000 compared with 263,000 a year earlier (company announcement of operating results).Mise à jour du récit • Feb 21
DFDS: New Leadership And Earnings Reset Will Support Future Upside Potential
Analysts have kept their DKK 150.00 price target for DFDS unchanged, citing revised assumptions that now reflect lower revenue growth, a tighter profit margin profile, and a higher future P/E multiple in their models. What's in the News DFDS reported operating results for January 2026, with freight lane metres at 3,324,000 versus 3,283,000 a year earlier and passengers at 221,000 versus 263,000.Mise à jour du récit • Feb 07
DFDS: Cost Controls And New Leadership Will Support Future Earnings Quality
Analysts have maintained their fair value estimate for DFDS at €150.00. They have applied a slightly higher discount rate and updated assumptions for revenue growth, profit margin and future P/E, reflecting revised views on the company’s risk profile and earnings potential.Article d’analyse • Feb 04
Does DFDS (CPH:DFDS) Have A Healthy Balance Sheet?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Mise à jour du récit • Jan 24
DFDS: Weaker Passenger Trends And Lower Guidance Will Pressure Future Returns
Analysts have revised their price target for DFDS from €98 to €80, reflecting updated assumptions for slightly higher discount rates, more measured revenue growth, a lower profit margin, and a modestly higher future P/E multiple. What's in the News DFDS reported operating results for December 2025, with freight lane metres of 2,961,000 versus 2,925,000 a year earlier, and passengers at 340,000 versus 387,000 a year earlier.Mise à jour du récit • Jan 08
DFDS: Cost Controls Will Support Earnings Quality Despite Recent Guidance Cut
Narrative Update on DFDS Analysts have cut their DFDS price target to DKK 87, citing updated expectations for more moderate revenue growth, slightly higher profit margins, and a marginally lower future P/E multiple. Analyst Commentary Recent research points to a more cautious stance on DFDS, with the latest published target sitting at DKK 87 and accompanied by a downgrade to Sell.Mise à jour du récit • Dec 24
DFDS: Cost Controls And Route Optimization Will Drive Medium-Term Upside Potential
Analysts have reduced their fair value estimate for DFDS from DKK 170 to DKK 150, citing more cautious assumptions on growth and valuation following recent bearish Street research and a lower DKK 87 target from the sell-side. Analyst Commentary Recent Street commentary has introduced a more cautious tone around DFDS, particularly following a downgrade and a materially lower target price of DKK 87, which now serves as a reference point for downside scenarios in valuation work.Mise à jour du récit • Dec 10
DFDS: Future Returns Will Reflect Balanced Earnings Risks And Cost Execution Opportunities
Analysts have lowered their price target on DFDS to DKK 87 from DKK 107, reflecting a more cautious outlook on the company’s risk reward profile, despite largely unchanged long term fundamental assumptions. Analyst Commentary Bearish analysts highlight that the reduced price target reflects concerns about the balance between potential upside and downside, even though long term assumptions on volumes, margins and strategic positioning remain broadly intact.Mise à jour du récit • Nov 26
DFDS: Improved Margins And Cost Cuts Will Drive Stronger Earnings Ahead
The analyst price target for DFDS has been revised downward from DKK 113.33 to DKK 107.00. Analysts cite lower earnings expectations, even though there are slightly improved revenue growth and profit margin projections.Mise à jour du récit • Nov 07
DFDS: Expanded Ferry Routes And Logistics Deals Will Drive Long-Term Upside
Analysts have revised DFDS's fair value estimate downward from DKK 126.33 to DKK 113.33. They cite lower profit margins, slower revenue growth, and a higher discount rate as primary drivers of this change.Article d’analyse • Oct 11
Take Care Before Diving Into The Deep End On DFDS A/S (CPH:DFDS)
DFDS A/S' ( CPH:DFDS ) price-to-sales (or "P/S") ratio of 0.2x may look like a pretty appealing investment opportunity...Article d’analyse • Aug 23
DFDS A/S Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
The second-quarter results for DFDS A/S ( CPH:DFDS ) were released last week, making it a good time to revisit its...Mise à jour du récit • Aug 22
Advancing Mediterranean And Logistics Projects Will Unlock Future Value
DFDS’s consensus price target has been notably revised upward, driven by a significant improvement in net profit margin alongside a reduced future P/E, indicating enhanced profitability and more attractive valuation; the fair value is now DKK141.33. What's in the News DFDS reported year-to-date freight lane metres growth, reaching 41,591,000 vs 40,309,000 prior year, with passengers at 5,846,000 vs 5,757,000.Article d’analyse • Aug 03
Here's Why DFDS (CPH:DFDS) Is Weighed Down By Its Debt Load
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Article d’analyse • Jul 08
Is It Time To Consider Buying DFDS A/S (CPH:DFDS)?
DFDS A/S ( CPH:DFDS ), is not the largest company out there, but it saw a significant share price rise of 51% in the...Article d’analyse • May 21
A Piece Of The Puzzle Missing From DFDS A/S' (CPH:DFDS) 26% Share Price Climb
DFDS A/S ( CPH:DFDS ) shareholders would be excited to see that the share price has had a great month, posting a 26...Article d’analyse • May 19
DFDS' (CPH:DFDS) Problems Go Beyond Weak Profit
Despite DFDS A/S' ( CPH:DFDS ) recent earnings report having lackluster headline numbers, the market responded...
Nouveau récit • Feb 14
Launching Italy-Egypt Route Will Improve Future Logistics Efficiency
DFDS’s investments in strategic logistics and fleet management focus on improving operational efficiency and driving revenue growth through new routes and capacity adjustments.Article d’analyse • Feb 04
DFDS A/S (CPH:DFDS) Not Doing Enough For Some Investors As Its Shares Slump 27%
DFDS A/S ( CPH:DFDS ) shareholders that were waiting for something to happen have been dealt a blow with a 27% share...Article d’analyse • Jan 27
Is There Now An Opportunity In DFDS A/S (CPH:DFDS)?
DFDS A/S ( CPH:DFDS ), might not be a large cap stock, but it saw significant share price movement during recent months...Article d’analyse • Nov 10
DFDS A/S (CPH:DFDS) Third-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For Next Year
DFDS A/S ( CPH:DFDS ) came out with its quarterly results last week, and we wanted to see how the business is...Article d’analyse • Nov 02
Not Many Are Piling Into DFDS A/S (CPH:DFDS) Just Yet
When close to half the companies in Denmark have price-to-earnings ratios (or "P/E's") above 15x, you may consider DFDS...Article d’analyse • Oct 04
Is Now An Opportune Moment To Examine DFDS A/S (CPH:DFDS)?
DFDS A/S ( CPH:DFDS ), might not be a large cap stock, but it saw significant share price movement during recent months...Article d’analyse • Aug 21
We Think That There Are More Issues For DFDS (CPH:DFDS) Than Just Sluggish Earnings
A lackluster earnings announcement from DFDS A/S ( CPH:DFDS ) last week didn't sink the stock price. We think that...Article d’analyse • Aug 17
DFDS A/S Just Missed EPS By 18%: Here's What Analysts Think Will Happen Next
DFDS A/S ( CPH:DFDS ) last week reported its latest quarterly results, which makes it a good time for investors to dive...Article d’analyse • Jul 04
Investors Aren't Entirely Convinced By DFDS A/S' (CPH:DFDS) Earnings
When close to half the companies in Denmark have price-to-earnings ratios (or "P/E's") above 16x, you may consider DFDS...Article d’analyse • May 12
DFDS A/S Just Missed Earnings; Here's What Analysts Are Forecasting Now
DFDS A/S ( CPH:DFDS ) came out with its quarterly results last week, and we wanted to see how the business is...Article d’analyse • Apr 05
Is Now An Opportune Moment To Examine DFDS A/S (CPH:DFDS)?
DFDS A/S ( CPH:DFDS ), might not be a large cap stock, but it received a lot of attention from a substantial price...Article d’analyse • Mar 09
It's Probably Less Likely That DFDS A/S' (CPH:DFDS) CEO Will See A Huge Pay Rise This Year
Key Insights DFDS will host its Annual General Meeting on 15th of March Salary of kr.9.00m is part of CEO Torben...Article d’analyse • Mar 08
DFDS' (CPH:DFDS) Shareholders Will Receive A Smaller Dividend Than Last Year
DFDS A/S ( CPH:DFDS ) has announced that on 20th of March, it will be paying a dividend ofDKK3.00, which a reduction...Article d’analyse • Feb 23
DFDS' (CPH:DFDS) Dividend Is Being Reduced To DKK3.00
DFDS A/S' ( CPH:DFDS ) dividend is being reduced from last year's payment covering the same period to DKK3.00 on the...Article d’analyse • Feb 14
DFDS A/S Just Missed EPS By 8.9%: Here's What Analysts Think Will Happen Next
DFDS A/S ( CPH:DFDS ) shareholders are probably feeling a little disappointed, since its shares fell 7.4% to kr.215 in...Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -DKK 276m |
| Dec 31 2025 | DKK 10m | DKK 5m | -DKK 427m |
| Sep 30 2025 | n/a | n/a | -DKK 413m |
| Jun 30 2025 | n/a | n/a | -DKK 121m |
| Mar 31 2025 | n/a | n/a | DKK 255m |
| Dec 31 2024 | DKK 6m | DKK 2m | DKK 534m |
Rémunération vs marché: La rémunération totale de Karen ($USD 1.55M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché Danish ($USD 2.58M ).
Rémunération et revenus: La rémunération de Karen a augmenté alors que l'entreprise n'est pas rentable.
PDG
Karen Boesen (54 yo)
1.8yrs
Titularisation
DKK 9,910,000
Compensation
Ms. Karen Dyrskjot Boesen is Independent Director of Ørsted A/S from April 9, 2026. She serves as Director at Green Hydrogen Systems A/S since July 18, 2022. She serves as Chief Financial Officer of DFDS A...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Interim CEO | 1.8yrs | DKK 9.91m | 0.010% DKK 800.1k | |
| Executive VP of Technology & Innovation Division and CTO | 6.3yrs | pas de données | pas de données | |
| Vice President of IR & Corporate Board | no data | pas de données | pas de données | |
| Executive VP of People Division & Chief People Officer | 1.3yrs | pas de données | pas de données | |
| Executive VP & Head of Logistics Division | no data | pas de données | pas de données | |
| Executive Vice President & Head of Ferry Division | 3.6yrs | pas de données | pas de données | |
| Head of Sustainable Fleet Projects | no data | pas de données | pas de données | |
| Head of Decarbonization | no data | pas de données | pas de données | |
| Secretary | no data | pas de données | pas de données |
2.7yrs
Durée moyenne de l'emploi
52yo
Âge moyen
Gestion expérimentée: L'équipe de direction de DFDS est considérée comme expérimentée (ancienneté moyenne 2.7 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Independent Director | 6.8yrs | DKK 575.00k | 0.019% DKK 1.5m | |
| Independent Director | 8.2yrs | DKK 625.00k | 0.0065% DKK 514.9k | |
| Director | 25.1yrs | DKK 500.00k | 0.0088% DKK 696.8k | |
| Independent Chairman | 14.2yrs | DKK 1.23m | 0.019% DKK 1.5m | |
| Vice Chair of the Board | 1.2yrs | DKK 562.50k | 0.015% DKK 1.2m | |
| Independent Director | 4.2yrs | DKK 475.00k | 0.00031% DKK 24.6k | |
| Deputy Director | 4.2yrs | pas de données | pas de données | |
| Staff Representative Director | 13.2yrs | DKK 375.00k | 0.0019% DKK 151.8k | |
| Deputy Director | 4.2yrs | DKK 94.00k | pas de données | |
| Deputy Director | 4.2yrs | pas de données | pas de données | |
| Staff Representative Director | 4.2yrs | DKK 375.00k | 0.00032% DKK 25.4k | |
| Staff Representative Director | less than a year | pas de données | pas de données |
4.2yrs
Durée moyenne de l'emploi
60.5yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de DFDS sont considérés comme expérimentés (ancienneté moyenne 4.2 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/29 19:31 |
| Cours de l'action en fin de journée | 2026/05/29 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
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.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* 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
DFDS A/S est couverte par 6 analystes. 4 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.
| Analyste | Institution |
|---|---|
| Marcus Bellander | Carnegie Investment Bank AB |
| Ulrik Bak | Danske Bank |
| Dan Jensen | DNB Carnegie |