Air Transport Services Group, Inc.

NasdaqGS:ATSG Rapport sur les actions

Capitalisation boursière : US$1.5b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Air Transport Services Group Gestion

Gestion contrôle des critères 2/4

Le PDG Air Transport Services Group est Mike Berger, nommé en Jun2024, a un mandat de moins d'un an. La rémunération annuelle totale est $ 1.91M, composée du salaire de 27.4% et des bonus 72.6%, y compris les actions et options de la société. détient directement 0.23% des actions de la société, d'une valeur de $ 3.43M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 1 ans et 7.5 ans.

Informations clés

Mike Berger

Directeur général

US$1.9m

Rémunération totale

Pourcentage du salaire du PDG27.40%
Durée du mandat du directeur généralless than a year
Propriété du PDG0.2%
Durée moyenne d'occupation des postes de direction1yr
Durée moyenne du mandat des membres du conseil d'administration7.5yrs

Mises à jour récentes de la gestion

Recent updates

Seeking Alpha Jan 24

Air Transport Services Group Stock: It Is Really Time To Sell

Summary Stonepeak Capital's $3.1 billion acquisition offer for Air Transport Services Group, Inc. is fair, providing a 29.3% premium per share. The acquisition price of $22.50 per share is reasonable, but the 0.6% premium against 2024 earnings and 5% discount against 2025 earnings frustrated some shareholders. The go-shop period expired without another suitor, and the stock's performance lagged the S&P 500, validating my sell rating from November. With no better offers and minimal spread to close, selling ATSG stock now and redeploying funds elsewhere is the optimal strategy. Read the full article on Seeking Alpha
Seeking Alpha Nov 05

No Use Holding Air Transport Services Group Any Longer

Summary Air Transport Services Group shares surged 26.6% after announcing an all-cash buyout by Stonepeak at $22.50 per share, a 29.3% premium. Despite the premium, the buyout multiples seem underwhelming, but in the broader context, the deal seems appropriate. Given the fair valuation and limited upside potential, I recommend considering a soft 'sell' on ATSG stock, barring another buyout offer. Read the full article on Seeking Alpha
Article d’analyse Oct 07

Here's What's Concerning About Air Transport Services Group's (NASDAQ:ATSG) Returns On Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
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Nouveau récit Sep 15

Amazon Partnership And Fleet Expansion Propel Revenue And Earnings Growth

Expansion with Amazon and new Airbus 330 leases signal growth and diversification into international markets, boosting revenue prospects.
Article d’analyse Sep 10

When Should You Buy Air Transport Services Group, Inc. (NASDAQ:ATSG)?

While Air Transport Services Group, Inc. ( NASDAQ:ATSG ) might not have the largest market cap around , it saw a...
Seeking Alpha Aug 28

Air Transport Services Group: A Buy On Market Stabilization And Amazon Opportunity

Summary Air Transport Services Group faces declining revenues and fixed costs, but the air freight market shows signs of stabilization, potentially benefiting the company. Second quarter revenues fell 7.7%, with operating income dropping 55%, highlighting the challenge of reducing costs amid soft demand. Positive developments include a new contract with Amazon and updated guidance for 2024, reflecting lower CapEx and incremental earnings improvements. Despite a complex environment, the stock is upgraded to "Buy" with a price target of $22.35, driven by long-term e-commerce growth trends. Read the full article on Seeking Alpha
Article d’analyse Aug 11

Is There An Opportunity With Air Transport Services Group, Inc.'s (NASDAQ:ATSG) 22% Undervaluation?

Key Insights Air Transport Services Group's estimated fair value is US$20.00 based on 2 Stage Free Cash Flow to Equity...
Article d’analyse Jul 17

Earnings Tell The Story For Air Transport Services Group, Inc. (NASDAQ:ATSG) As Its Stock Soars 29%

The Air Transport Services Group, Inc. ( NASDAQ:ATSG ) share price has done very well over the last month, posting an...
Article d’analyse Jun 09

Should You Investigate Air Transport Services Group, Inc. (NASDAQ:ATSG) At US$12.39?

While Air Transport Services Group, Inc. ( NASDAQ:ATSG ) might not have the largest market cap around , it received a...
Article d’analyse May 09

What You Can Learn From Air Transport Services Group, Inc.'s (NASDAQ:ATSG) P/E

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
Seeking Alpha May 08

Why Is Air Transport Services Group Stock Up? Amazon Is The Answer

Summary Air Transport Services Group's revenues declined by 3% in Q1 2024, with earnings per share of $0.16. The company's operating income fell from 30% to $33 million, resulting in a significant reduction in profits. ATSG has secured a new contract with Amazon to fly 10 additional freighters, leading to a surge in stock prices. Read the full article on Seeking Alpha
Article d’analyse Mar 22

Air Transport Services Group's (NASDAQ:ATSG) Returns Have Hit A Wall

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
Article d’analyse Feb 29

At US$12.19, Is Air Transport Services Group, Inc. (NASDAQ:ATSG) Worth Looking At Closely?

Air Transport Services Group, Inc. ( NASDAQ:ATSG ), is not the largest company out there, but it received a lot of...
Article d’analyse Jan 18

Air Transport Services Group (NASDAQ:ATSG) Has No Shortage Of Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Article d’analyse Dec 19

Air Transport Services Group, Inc.'s (NASDAQ:ATSG) Earnings Are Not Doing Enough For Some Investors

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 17x, you may...
Article d’analyse Oct 12

Does Air Transport Services Group (NASDAQ:ATSG) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Article d’analyse Jul 20

Is There Now An Opportunity In Air Transport Services Group, Inc. (NASDAQ:ATSG)?

While Air Transport Services Group, Inc. ( NASDAQ:ATSG ) might not be the most widely known stock at the moment, it...
Article d’analyse Jun 13

Air Transport Services Group (NASDAQ:ATSG) Has A Somewhat Strained Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Article d’analyse Feb 26

An Intrinsic Calculation For Air Transport Services Group, Inc. (NASDAQ:ATSG) Suggests It's 35% Undervalued

Key Insights The projected fair value for Air Transport Services Group is US$31.19 based on 2 Stage Free Cash Flow to...
Article d’analyse Feb 03

Is Air Transport Services Group (NASDAQ:ATSG) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Article d’analyse Oct 26

Does Air Transport Services Group (NASDAQ:ATSG) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Article d’analyse Sep 20

With EPS Growth And More, Air Transport Services Group (NASDAQ:ATSG) Makes An Interesting Case

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

Analyse de la rémunération des PDG

Comment la rémunération de Mike Berger a-t-elle évolué par rapport aux bénéfices de Air Transport Services Group?
DateRémunération totaleSalaireBénéfices de l'entreprise
Dec 31 2024n/an/a

US$27m

Sep 30 2024n/an/a

-US$3m

Jun 30 2024n/an/a

US$18m

Mar 31 2024n/an/a

US$48m

Dec 31 2023US$2mUS$522k

US$60m

Sep 30 2023n/an/a

US$118m

Jun 30 2023n/an/a

US$151m

Mar 31 2023n/an/a

US$167m

Dec 31 2022US$2mUS$460k

US$196m

Sep 30 2022n/an/a

US$199m

Jun 30 2022n/an/a

US$211m

Mar 31 2022n/an/a

US$236m

Dec 31 2021US$1mUS$405k

US$229m

Sep 30 2021n/an/a

US$187m

Jun 30 2021n/an/a

US$119m

Mar 31 2021n/an/a

-US$66m

Dec 31 2020US$1mUS$386k

US$25m

Sep 30 2020n/an/a

-US$18m

Jun 30 2020n/an/a

US$93m

Mar 31 2020n/an/a

US$171m

Dec 31 2019US$1mUS$339k

US$60m

Sep 30 2019n/an/a

US$96m

Jun 30 2019n/an/a

US$24m

Mar 31 2019n/an/a

US$75m

Dec 31 2018US$796kUS$259k

US$68m

Rémunération vs marché: La rémunération totale de Mike ($USD 1.91M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 5.45M ).

Rémunération et revenus: La rémunération de Mike a augmenté de plus de 20 % tandis que les bénéfices de l'entreprise ont chuté de plus de 20 % au cours de l'année écoulée.


PDG

Mike Berger (62 yo)

less than a year
Titularisation
US$1,906,098
Compensation

Mr. Michael L. Berger, also known as Mike, is Chief Executive Officer and Director of Air Transport Services Group, Inc. from June 4, 2024. Mr. Berger served as President at Air Transport Services Group, I...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Joseph Hete
Executive Chairman21.7yrsUS$1.66m1.09%
$ 16.0m
Michael Berger
CEO & Directorless than a yearUS$1.91m0.23%
$ 3.4m
Jeffrey Dominick
Presidentless than a yearUS$199.99k0.13%
$ 2.0m
Quint Turner
Chief Financial Officer17.2yrsUS$1.75m0.50%
$ 7.3m
Edward Koharik
Chief Operating Officer5.6yrsUS$1.57m0.16%
$ 2.3m
W. Payne
Chief Legal Officer & Secretary26.3yrsUS$1.56m0.37%
$ 5.4m
Ernie Hayes
Vice President of Human Capital1yrpas de donnéespas de données
Cagney France
Chief Commercial Officerless than a yearpas de données0.11%
$ 1.6m
Matthew Fedders
VP & Corporate Controller16.8yrspas de données0.086%
$ 1.3m
1.0yrs
Durée moyenne de l'emploi
60yo
Âge moyen

Gestion expérimentée: L'équipe de direction de ATSG n'est pas considérée comme expérimentée (ancienneté moyenne 1 ans), ce qui suggère une nouvelle équipe.


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Joseph Hete
Executive Chairman21.7yrsUS$1.66m1.09%
$ 16.0m
Michael Berger
CEO & Directorless than a yearUS$1.91m0.23%
$ 3.4m
Phyllis Campbell
Independent Director4.3yrsUS$199.99k0.027%
$ 399.1k
Jeffrey Vorholt
Independent Director21.3yrsUS$219.99k0.082%
$ 1.2m
Paul Williams
Independent Director4.3yrsUS$212.49k0%
$ 0
Randy Rademacher
Lead Independent Director18.3yrsUS$234.99k0.11%
$ 1.7m
John Teets
Independent Director16.2yrsUS$212.49k0.012%
$ 179.4k
Laura Peterson
Independent Director6.8yrsUS$199.99k0.033%
$ 492.8k
Raymond Johns
Independent Director7.5yrsUS$199.99k0.059%
$ 862.4k
7.5yrs
Durée moyenne de l'emploi
67yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de ATSG sont considérés comme expérimentés (ancienneté moyenne 7.5 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2025/04/10 17:30
Cours de l'action en fin de journée2025/04/10 00:00
Les revenus2024/12/31
Revenus annuels2024/12/31

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.

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

Air Transport Services Group, Inc. est couverte par 8 analystes. 5 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
Kevin SterlingBenchmark Company
Kenneth HoexterBofA Global Research
Ian ZaffinoOppenheimer & Co. Inc.