Transurban Group Gestione
Criteri Gestione verificati 3/4
Transurban Group Il CEO è Michelle Jablko, nominato in Oct2023, e ha un mandato di 2.58 anni. la retribuzione annua totale è A$ 5.11M, composta da 40.1% di stipendio e 59.9% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.006% delle azioni della società, per un valore di A$ 2.48M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.6 anni e 4.8 anni.
Informazioni chiave
Michelle Jablko
Amministratore delegato
AU$5.1m
Compenso totale
| Percentuale dello stipendio del CEO | 40.07% |
| Mandato del CEO | 2.6yrs |
| Proprietà del CEO | 0.006% |
| Durata media del management | 2.6yrs |
| Durata media del Consiglio di amministrazione | 4.8yrs |
Aggiornamenti recenti sulla gestione
Recent updates
TCL: Traffic Resilience And Higher Margins Will Support A Fairly Valued Outlook
Analysts have slightly reduced their price target for Transurban Group by A$0.05 to A$13.94 as they factor in updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What's in the News Transurban reported Average Daily Traffic (ADT) growth of 3.6% for March 2026, giving you a recent snapshot of usage across its toll road network (company announcement).TCL: Tunnel Opening And 2025 Distribution Will Support A Fairly Valued Outlook
Analysts have trimmed their price target on Transurban Group from A$14.36 to A$13.99, reflecting adjustments to fair value, discount rate, revenue growth assumptions, profit margin outlook and the future P/E multiple. Valuation Changes Fair Value: Trimmed slightly from A$14.36 to A$13.99.TCL: Tunnel Opening And 2025 Distribution Will Support A Fairly Valued Outlook
Analysts have maintained their A$14.36 price target for Transurban Group, citing a slightly higher discount rate and revenue growth outlook, along with a lower profit margin and a higher assumed future P/E multiple. What's in the News The West Gate Tunnel Project is scheduled to open to traffic on Sunday 14 December 2025, providing an alternative route to the West Gate Bridge and connecting the West Gate Freeway to the Port of Melbourne and CityLink (Key Developments).TCL: Tunnel Opening And Distribution Outlook Will Shape Fairly Valued Profile
Analysts have modestly adjusted their valuation framework for Transurban Group, keeping the fair value estimate steady at A$14.36 while refining assumptions around the discount rate, profit margin and future P/E to better reflect current expectations for earnings quality and risk. What's in the News West Gate Tunnel Project is scheduled to open to traffic on Sunday 14 December 2025, providing an alternative to the West Gate Bridge and a new connection between the West Gate Freeway, the Port of Melbourne and CityLink (Key Developments).Some Confidence Is Lacking In Transurban Group's (ASX:TCL) P/S
When you see that almost half of the companies in the Infrastructure industry in Australia have price-to-sales ratios...TCL: West Gate Tunnel Opening And Lower Discount Rate Will Shape Outlook
Analysts now see fair value for Transurban Group at A$14.36, up from A$14.21, with the shift linked to updated views on discount rates, revenue growth, profit margins and a higher assumed future P/E multiple. What's in the News The West Gate Tunnel Project in Melbourne is scheduled to open to traffic on Sunday 14 December 2025, providing an alternative to the West Gate Bridge and connecting the West Gate Freeway to the Port of Melbourne, CityLink and the CBD (Key Developments).Is Transurban Group (ASX:TCL) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Transurban Group (ASX:TCL) Has Announced That It Will Be Increasing Its Dividend To A$0.34
Transurban Group's ( ASX:TCL ) dividend will be increasing from last year's payment of the same period to A$0.34 on...Transurban Group's (ASX:TCL) Shares May Have Run Too Fast Too Soon
When you see that almost half of the companies in the Infrastructure industry in Australia have price-to-sales ratios...Transurban Group (ASX:TCL) Takes On Some Risk With Its Use 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...Urbanization And New Projects Will Revitalize Australian Toll Roads
Transurban Group’s consensus price target has been raised to A$14.18, reflecting analysts’ expectations for improved revenue from post-construction traffic growth and easing operational disruptions in key metropolitan markets. Analyst Commentary Upgrade driven by reported traffic growth of approximately 2% in FY25.Transurban Group's (ASX:TCL) Price Is Out Of Tune With Revenues
Transurban Group's ( ASX:TCL ) price-to-sales (or "P/S") ratio of 11.4x may look like a poor investment opportunity...Calculating The Fair Value Of Transurban Group (ASX:TCL)
Key Insights The projected fair value for Transurban Group is AU$12.21 based on 2 Stage Free Cash Flow to Equity...Here's Why Transurban Group (ASX:TCL) Has A Meaningful Debt Burden
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
AI Technology And North American Expansion Will Shape Future Prospects
Strategic positioning in growth areas and infrastructure innovation could drive long-term revenue increases and operational efficiencies for Transurban.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Dec 31 2025 | n/a | n/a | AU$478m |
| Sep 30 2025 | n/a | n/a | AU$306m |
| Jun 30 2025 | AU$5m | AU$2m | AU$133m |
| Mar 31 2025 | n/a | n/a | AU$104m |
| Dec 31 2024 | n/a | n/a | AU$75m |
| Sep 30 2024 | n/a | n/a | AU$201m |
| Jun 30 2024 | AU$4m | AU$2m | AU$326m |
| Mar 31 2024 | n/a | n/a | AU$277m |
| Dec 31 2023 | n/a | n/a | AU$227m |
| Sep 30 2023 | n/a | n/a | AU$146m |
| Jun 30 2023 | AU$3m | AU$1m | AU$64m |
| Mar 31 2023 | n/a | n/a | AU$114m |
| Dec 31 2022 | n/a | n/a | AU$163m |
| Sep 30 2022 | n/a | n/a | AU$91m |
| Jun 30 2022 | AU$3m | AU$1m | AU$19m |
| Mar 31 2022 | n/a | n/a | -AU$29m |
| Dec 31 2021 | n/a | n/a | -AU$77m |
| Sep 30 2021 | n/a | n/a | -AU$166m |
| Jun 30 2021 | AU$891k | AU$373k | -AU$256m |
Compensazione vs Mercato: La retribuzione totale di Michelle ($USD 3.70M ) è circa la media per le aziende di dimensioni simili nel mercato Australian ($USD 3.87M ).
Compensazione vs guadagni: La retribuzione di Michelle è aumentata di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Michelle Jablko (52 yo)
Ms. Michelle Nicole Jablko, BEcon, LLB, BEc (Hons) serves as Chief Financial Officer at Transurban Group, Transurban Holdings Limited and Transurban International Limited since March 29, 2021. She serves a...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, MD & Director | 2.6yrs | AU$5.11m | 0.0055% A$ 2.5m | |
| Chief Financial Officer | 2.6yrs | AU$2.48m | 0.0025% A$ 1.1m | |
| Group Executive of Operations | 1.6yrs | AU$1.41m | 0.0013% A$ 589.4k | |
| Group Executive of Customer & Technology | 5.6yrs | AU$2.19m | 0.0014% A$ 607.4k | |
| General Manager Strategy & Investor Relations | no data | Nessun dato | Nessun dato | |
| Corporate Media Manager | no data | Nessun dato | Nessun dato | |
| Group Executive of People and Culture | 1.3yrs | Nessun dato | Nessun dato | |
| President of North America | 2.5yrs | Nessun dato | Nessun dato | |
| Company Secretary | 6.3yrs | Nessun dato | Nessun dato | |
| Group Executive of Delivery and Risk & Acting Group Executive of Australian Markets | no data | Nessun dato | Nessun dato | |
| Group Executive of Corporate Affairs | no data | Nessun dato | Nessun dato |
Gestione esperta: Il team dirigenziale di TCL è considerato esperto (durata media dell'incarico 2.6 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, MD & Director | 2.6yrs | AU$5.11m | 0.0055% A$ 2.5m | |
| Independent Non-Executive Director | 4.8yrs | AU$283.00k | 0.0011% A$ 494.9k | |
| Independent Non-Executive Director | 5.5yrs | AU$317.99k | 0.00084% A$ 377.9k | |
| Independent Non-Executive Director | 8yrs | AU$259.50k | 0.00053% A$ 238.5k | |
| Independent Chairman | 4.8yrs | AU$679.00k | 0.0019% A$ 859.4k | |
| Independent Non-Executive Director | 5.5yrs | AU$256.50k | 0.00072% A$ 324.0k | |
| Independent Non-Executive Director | 10.2yrs | AU$259.50k | 0.0013% A$ 598.4k | |
| Independent Non-Executive Director | 4.4yrs | AU$256.50k | 0.00056% A$ 252.0k | |
| Independent Non-executive Director | 2.7yrs | AU$256.50k | 0.00019% A$ 85.5k | |
| Non-Executive Director | less than a year | Nessun dato | Nessun dato | |
| Independent Non-Executive Director | 2.2yrs | AU$259.76k | 0.00029% A$ 130.5k |
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di TCL sono considerati esperti (durata media dell'incarico 4.8 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/11 08:53 |
| Prezzo dell'azione a fine giornata | 2026/05/11 00:00 |
| Utili | 2025/12/31 |
| Utili annuali | 2025/06/30 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Transurban Group è coperta da 27 analisti. 10 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Matthew Ryan | Barrenjoey Markets Pty Limited |
| Benjamin Brayshaw | Barrenjoey Markets Pty Limited |
| Shaurya Visen | BofA Global Research |