Origin Energy Limited

Report azionario ASX:ORG

Capitalizzazione di mercato: AU$18.7b

Origin Energy Gestione

Criteri Gestione verificati 3/4

Origin Energy Il CEO è Frank Calabria, nominato in Oct2016, e ha un mandato di 9.67 anni. la retribuzione annua totale è A$ 7.63M, composta da 27.4% di stipendio e 72.6% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.11% delle azioni della società, per un valore di A$ 20.20M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 9.5 anni e 5.4 anni.

Informazioni chiave

Frank Calabria

Amministratore delegato

AU$7.6m

Compenso totale

Percentuale dello stipendio del CEO27.35%
Mandato del CEO9.7yrs
Proprietà del CEO0.1%
Durata media del management9.5yrs
Durata media del Consiglio di amministrazione5.4yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento della narrazione Jun 05

ORG: Smart Gas Upgrade And Stable Margins Will Support Re Rating Potential

Analysts have nudged their fair value estimate for Origin Energy slightly higher to A$12.19, reflecting modest updates to revenue growth, profit margin and future P/E assumptions in their price target work. What's in the News Origin Energy is working with technology firm Landis+Gyr on a large-scale smart gas upgrade across its Australian gas network over the next 18 months.
Aggiornamento della narrazione May 16

ORG: Updated Guidance And Margin Outlook Will Support Balanced Future Expectations

Analysts have trimmed Origin Energy's price target slightly to A$12.19 from A$12.34, citing updated assumptions around revenue growth, profit margins and a modestly higher discount rate. These factors together feed into a higher future P/E multiple of 20.01x.
Aggiornamento della narrazione Apr 21

ORG: Updated Guidance And Margin Outlook Will Support Measured Fair Value View

Analysts have increased their Origin Energy price target slightly, from A$12.17 to A$12.34, reflecting updated views on fair value, margin outlook and future P/E assumptions. What's in the News Origin Energy held an Analyst/Investor Day, providing the market with a structured forum to hear directly from management about the business and outlook (company event).
Aggiornamento della narrazione Apr 07

ORG: Updated Guidance And Margin Outlook Will Support Measured Fair Value View

Analysts have nudged their fair value estimate for Origin Energy slightly higher to A$12.17 from A$12.15, reflecting updated assumptions around revenue growth, profit margins, and a modestly lower future P/E multiple. What's in the News Origin Energy held an Analyst/Investor Day, giving the market a closer look at its plans and assumptions across the business (Key Developments).
Aggiornamento della narrazione Mar 23

ORG: Updated Production Guidance And Margin Assumptions Will Support Fair Value Outlook

Analysts have nudged their Origin Energy price target up slightly, from A$12.05 to A$12.15, reflecting updated assumptions around revenue growth, profit margins and future P/E expectations. What's in the News Origin Energy updated production guidance for fiscal 2026 to a range of 645 PJ to 680 PJ, compared with the previous range of 635 PJ to 680 PJ, giving a clearer view of expected output for the period (Key Developments).
Aggiornamento della narrazione Mar 06

ORG: Updated Production Guidance And Stable Margins Will Support Fair Value Outlook

Analysts have nudged their Origin Energy price target slightly higher to A$12.05 from A$12.03, reflecting updated assumptions around revenue growth, profit margins, and a modestly lower future P/E multiple. What's in the News Origin Energy updated its production guidance for fiscal 2026 to 645 PJ to 680 PJ, compared with the previous range of 635 PJ to 680 PJ.
Aggiornamento della narrazione Jan 21

ORG: Slower Revenue Assumptions And Stable Margins Will Support Fair Value Outlook

Analysts have trimmed their price target for Origin Energy slightly from A$12.15 to A$12.03 as they now assume slower revenue growth, broadly similar profit margins, and a slightly lower future P/E multiple. Valuation Changes Fair value estimate reduced slightly from A$12.15 to A$12.03.
Aggiornamento della narrazione Jan 05

ORG: LNG Output Guidance And Margin Assumptions Will Steady Future Expectations

Analysts have kept their fair value estimate for Origin Energy steady at A$12.15 per share, with only small tweaks in profit margin assumptions and a slightly higher future P/E ratio cited as the main drivers of the updated price target view. What's in the News Origin Energy issued production guidance for fiscal 2026, with Australia Pacific LNG output expected in the range of 635 to 680 PJ.
Articolo di analisi Dec 23

Origin Energy Limited's (ASX:ORG) Business And Shares Still Trailing The Market

When close to half the companies in Australia have price-to-earnings ratios (or "P/E's") above 22x, you may consider...
Aggiornamento della narrazione Dec 15

ORG: LNG Volumes And Stable Margins Will Shape Future Market Expectations

Narrative Update on Origin Energy Analysts have maintained their price target for Origin Energy at A$12.15, reflecting unchanged views on the company’s discount rate, revenue growth outlook, profit margin expectations, and future P E multiple. What's in the News Issued fiscal 2026 production guidance, expecting Australia Pacific LNG output of 635 to 680 petajoules, which underscores stable long term volume expectations (Key Developments).
Aggiornamento della narrazione Nov 27

ORG: Forward LNG Output And Profit Margins Will Guide Market Expectations

Analysts have slightly lowered their price target for Origin Energy, adjusting it from $12.24 to $12.15 because of modest shifts in profit margin estimates and forward earnings projections. What's in the News Origin Energy released new corporate guidance for fiscal year 2026 (Key Developments) The company expects Australia Pacific LNG production to be between 635 and 680 petajoules for the period (Key Developments) Valuation Changes Consensus Analyst Price Target has decreased slightly from A$12.24 to A$12.15.
Articolo di analisi Nov 20

Does Origin Energy (ASX:ORG) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Aggiornamento della narrazione Nov 13

ORG: Future LNG Production Guidance And Evolving Margins Will Shape Outlook

Analysts have raised their fair value estimate for Origin Energy from $12.13 to $12.24. They cite improvements in projected revenue growth, despite a slightly lower profit margin outlook and a modestly higher discount rate.
Aggiornamento della narrazione Oct 30

ORG: Rising Dividend And Modest Margin Improvement Will Support Future Stability

Analysts have slightly increased their price target for Origin Energy to $12.13 per share, citing modest improvements in expected profit margins and revenue growth forecasts. What's in the News Origin Energy Limited has issued production guidance for fiscal year 2026, expecting Australia Pacific LNG production in the range of 635 to 680 petajoules (Key Developments).
Aggiornamento della narrazione Oct 16

Flat Residential Electricity Demand And Rising Costs Will Erode Profits

Origin Energy's analyst price target has been raised modestly from $11.91 to $12.11, as analysts highlight slightly improved revenue outlooks even though softer profit margins are expected ahead. What's in the News The Board of Origin Energy Limited has declared a fully franked final dividend of 30 cents per share.
Articolo di analisi Oct 09

Is Now The Time To Put Origin Energy (ASX:ORG) On Your Watchlist?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Articolo di analisi Sep 08

The Market Doesn't Like What It Sees From Origin Energy Limited's (ASX:ORG) Earnings Yet

With a price-to-earnings (or "P/E") ratio of 14.3x Origin Energy Limited ( ASX:ORG ) may be sending bullish signals at...
Articolo di analisi Aug 16

Origin Energy (ASX:ORG) Has Announced A Dividend Of A$0.30

Origin Energy Limited's ( ASX:ORG ) investors are due to receive a payment of A$0.30 per share on 3rd of October. The...
Aggiornamento della narrazione Aug 16

Shifting To Renewables Will Increase Costs And Compress Future Margins

Despite a decline in consensus revenue growth forecasts and a higher future P/E ratio, analysts have raised Origin Energy’s fair value estimate from A$11.12 to A$11.91 per share. Valuation Changes Summary of Valuation Changes for Origin Energy The Consensus Analyst Price Target has risen from A$11.12 to A$11.91.
User avatar
Nuova narrazione Feb 23

Shifting To Renewables Will Increase Costs And Compress Future Margins

Transitioning to renewables and investing in infrastructure increases capital expenditure, impacting cash flows and net margins due to delayed ROI.

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Frank Calabria rispetto agli utili di Origin Energy?
DataCompenso totaleStipendioUtili della società
Dec 31 2025n/an/a

AU$1b

Sep 30 2025n/an/a

AU$1b

Jun 30 2025AU$8mAU$2m

AU$1b

Mar 31 2025n/an/a

AU$1b

Dec 31 2024n/an/a

AU$1b

Sep 30 2024n/an/a

AU$1b

Jun 30 2024AU$7mAU$2m

AU$1b

Mar 31 2024n/an/a

AU$2b

Dec 31 2023n/an/a

AU$2b

Sep 30 2023n/an/a

AU$1b

Jun 30 2023AU$6mAU$2m

AU$1b

Mar 31 2023n/an/a

AU$78m

Dec 31 2022n/an/a

-AU$899m

Sep 30 2022n/an/a

-AU$1b

Jun 30 2022AU$5mAU$2m

-AU$1b

Mar 31 2022n/an/a

-AU$2b

Dec 31 2021n/an/a

-AU$2b

Sep 30 2021n/an/a

-AU$2b

Jun 30 2021AU$5mAU$2m

-AU$2b

Mar 31 2021n/an/a

-AU$2b

Dec 31 2020n/an/a

-AU$699m

Sep 30 2020n/an/a

-AU$308m

Jun 30 2020AU$5mAU$2m

AU$83m

Mar 31 2020n/an/a

AU$549m

Dec 31 2019n/an/a

AU$1b

Sep 30 2019n/an/a

AU$1b

Jun 30 2019AU$5mAU$2m

AU$1b

Compensazione vs Mercato: La retribuzione totale di Frank ($USD 5.38M ) è superiore alla media delle aziende di dimensioni simili nel mercato Australian ($USD 3.99M ).

Compensazione vs guadagni: La retribuzione di Frank è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Frank Calabria (58 yo)

9.7yrs
Mandato
AU$7,634,000
Compensazione

Mr. Frank G. Calabria, BEc, GradDip AppFin, MBA, FCA, FFin, has been the Chief Executive Officer, Managing Director and Executive Director of Origin Energy Limited since October 19, 2016. Mr. Calabria has...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Frank Calabria
MD, CEO & Executive Director9.7yrsAU$7.63m0.11%
A$ 20.2m
Anthony Lucas
Chief Financial Officer9.5yrsAU$3.28m0.016%
A$ 2.9m
Greg Jarvis
Executive General Manager of Energy Supply & Operations9.5yrsAU$3.52m0.019%
A$ 3.7m
Jon Briskin
Executive General Manager of Retail9.5yrsAU$3.56m0.033%
A$ 6.1m
Andrew Thornton
Executive General Manager of Integrated Gas4.6yrsAU$3.30m0.016%
A$ 3.1m
Lindsay Donnelly
Group Manager of Investor Relationsno dataNessun datoNessun dato
Kate Jordan
General Counsel and Executive General Manager6.3yrsNessun datoNessun dato
Alicia Purtell
Executive General Manager of People and Cultureless than a yearNessun datoNessun dato
Helen Hardy
Company Secretary16yrsNessun datoNessun dato
James Magill
Executive General Manager of Origin Zerono dataNessun datoNessun dato
9.5yrs
Durata media

Gestione esperta: Il team dirigenziale di ORG è esperto e expertise (durata media dell'incarico 9.5 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Frank Calabria
MD, CEO & Executive Director9.7yrsAU$7.63m0.11%
A$ 20.2m
Ilana Atlas
Independent Non-Executive Director5.3yrsAU$249.00k0.0029%
A$ 543.6k
Joan Withers
Independent Non-Executive Director5.7yrsAU$263.00k0.0017%
A$ 326.2k
Nora Scheinkestel
Independent Non-Executive Director4.3yrsAU$264.00k0.0025%
A$ 466.8k
Scott Perkins
Independent Non-Executive Chairman10.8yrsAU$710.00k0.0046%
A$ 871.7k
Stephen Mikkelsen
Independent Non-Executive Directorless than a yearNessun dato0.00058%
A$ 108.7k
Michael McCormack
Independent Non Executive Director5.5yrsAU$251.00k0.0058%
A$ 1.1m
Greg Lalicker
Independent Non-Executive Director7.3yrsAU$238.00k0.0058%
A$ 1.1m
Deion Campbell
Independent Non-Executive Director1.8yrsAU$216.00k0.00043%
A$ 80.6k
Fiona Hick
Independent Non-Executive Directorless than a yearNessun datoNessun dato
5.4yrs
Durata media
65yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di ORG sono considerati esperti (durata media dell'incarico 5.4 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/08 10:43
Prezzo dell'azione a fine giornata2026/06/05 00:00
Utili2025/12/31
Utili annuali2025/06/30

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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

Origin Energy Limited è coperta da 22 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.

AnalistaIstituzione
Dale KoendersBarrenjoey Markets Pty Limited
Cameron NeedhamBofA Global Research
Suppata SrisukBualuang Securities PCL