Halma plc

LSE:HLMA Rapport sur les actions

Capitalisation boursière : UK£17.5b

Halma Gestion

Gestion contrôle des critères 3/4

Le PDG Halma est Marc Ronchetti, nommé en Apr2023, a un mandat de 3.08 ans. La rémunération annuelle totale est £ 5.06M, composée du salaire de 18.5% et des bonus 81.5%, y compris les actions et options de la société. détient directement 0.043% des actions de la société, d'une valeur de £ 7.48M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 5.1 ans et 5.1 ans.

Informations clés

Marc Ronchetti

Directeur général

UK£5.1m

Rémunération totale

Pourcentage du salaire du PDG18.47%
Durée du mandat du directeur général3.1yrs
Propriété du PDG0.04%
Durée moyenne d'occupation des postes de direction5.1yrs
Durée moyenne du mandat des membres du conseil d'administration5.1yrs

Mises à jour récentes de la gestion

Recent updates

Article d’analyse May 27

Should You Investigate Halma plc (LON:HLMA) At UK£46.06?

Halma plc ( LON:HLMA ) saw a significant share price rise of 27% in the past couple of months on the LSE. The company's...
Nouveau récit 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?
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Article d’analyse 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...
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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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Nouveau récit 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.

Analyse de la rémunération des PDG

Comment la rémunération de Marc Ronchetti a-t-elle évolué par rapport aux bénéfices de Halma?
DateRémunération totaleSalaireBénéfices de l'entreprise
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

Rémunération vs marché: La rémunération totale de Marc ($USD 6.77M ) est dans la moyenne des entreprises de taille similaire sur le marché UK ($USD 7.35M ).

Rémunération et revenus: La rémunération de Marc a augmenté de plus de 20 % au cours de l'année écoulée.


PDG

Marc Ronchetti (49 yo)

3.1yrs
Titularisation
UK£5,056,000
Compensation

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...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Marc Ronchetti
Group CEO3.1yrsUK£5.06m0.043%
£ 7.5m
Carole Cran
CFO, Member of Executive Board & Executive Director1.1yrsUK£513.00k0.0027%
£ 469.2k
Jennifer Ward
Group Talent12.2yrsUK£2.55m0.010%
£ 1.8m
Catherine Michel
CTO & Member of Executive Board6.7yrspas de données0.0020%
£ 350.1k
Funmi Adegoke
CEO of Safety Sector & Member of Executive Board5.7yrspas de donnéespas de données
Constance Baroudel
Chief Sustainability Officer5.1yrspas de données0.012%
£ 2.1m
Steve Brown
Sector Chief Executive of Healthcare & Member of Executive Board4.5yrspas de donnéespas de données
Charlene Lim
Group General Counsel & Member of Executive Board1.7yrspas de donnéespas de données
Charles King
Head of Investor Relationsno datapas de donnéespas de données
Bill Stoval
CEO of Divisionalno datapas de donnéespas de données
Rob Lewis
Divisional Chief Executive of Environmental & Analysis Sectorno datapas de donnéespas de données
Mark Jenkins
Company Secretary6yrspas de donnéespas de données
5.1yrs
Durée moyenne de l'emploi
52yo
Âge moyen

Gestion expérimentée: L'équipe dirigeante de HLMA est chevronnée et expérimentée (5.1 années d'ancienneté moyenne).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Marc Ronchetti
Group CEO7.8yrsUK£5.06m0.043%
£ 7.5m
Carole Cran
CFO, Member of Executive Board & Executive Director10.3yrsUK£513.00k0.0027%
£ 469.2k
Jennifer Ward
Group Talent9.7yrsUK£2.55m0.010%
£ 1.8m
Giles Francis Kerr
Independent Non-Executive Director2.3yrsUK£77.00k0.00053%
£ 92.8k
Dharmash Mistry
Independent Non-Executive Director5.1yrsUK£77.00k0.00068%
£ 119.0k
Barbara Milian Thoralfsson
Independent Non-Executive Directorless than a yearpas de données0.000090%
£ 15.8k
Pamela Makin
Independent Non-Executive Chair5.3yrsUK£437.00k0.0027%
£ 463.9k
Andrew La Force
Independent Non-Executive Directorless than a yearpas de données0.0021%
£ 371.1k
Jo Harlow
Senior Independent Non-Executive Director9.6yrsUK£119.00k0.00053%
£ 92.8k
Sharmila Nebhrajani
Independent Non-Executive Director4.4yrsUK£82.00k0.000050%
£ 8.8k
Liam Condon
Independent Non-Executive Director2.7yrsUK£77.00k0.00026%
£ 45.5k
5.1yrs
Durée moyenne de l'emploi
59yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de HLMA sont considérés comme expérimentés (ancienneté moyenne 5.1 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/28 19:22
Cours de l'action en fin de journée2026/05/28 00:00
Les revenus2025/09/30
Revenus annuels2025/03/31

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.

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

Halma plc est couverte par 31 analystes. 14 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
Richard PaigeBarclays
Jonathan HurnBarclays
Andrew SimmsBerenberg