BELIMO Holding Gestione
Criteri Gestione verificati 3/4
Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.
Informazioni chiave
Lars van der Haegen
Amministratore delegato
CHF 1.7m
Compenso totale
| Percentuale dello stipendio del CEO | 32.59% |
| Mandato del CEO | 11.1yrs |
| Proprietà del CEO | n/a |
| Durata media del management | 6.6yrs |
| Durata media del Consiglio di amministrazione | 7.3yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento narrativa • Aug 05
BEAN: Data Center Cooling Momentum Will Sustain Rich P E Premium
The analyst price target for BELIMO Holding has been revised higher to CHF 1,014.30 from CHF 989.10. Analysts point to a more constructive view on data center related market share opportunities and recent upgrades across several firms as key support for the change.Articolo di analisi • Jul 28
We Think You Should Be Aware Of Some Concerning Factors In BELIMO Holding's (VTX:BEAN) Earnings
The recent earnings posted by BELIMO Holding AG ( VTX:BEAN ) were solid, but the stock didn't move as much as we...Articolo di analisi • Jul 23
The BELIMO Holding AG (VTX:BEAN) Half-Yearly Results Are Out And Analysts Have Published New Forecasts
Last week saw the newest half-yearly earnings release from BELIMO Holding AG ( VTX:BEAN ), an important milestone in...Aggiornamento narrativa • Jul 22
BEAN: Data Center Cooling Momentum Will Support Rich P E In Coming Years
The analyst price target for BELIMO Holding has been raised to CHF 989.10 from CHF 964.78, with analysts pointing to recent upgrades, higher price targets across several firms, and supportive commentary on demand drivers and margin risks. Analyst Commentary Recent research on BELIMO Holding clusters around a constructive view on the company, with several firms lifting price targets and turning more positive on the stock.
Aggiornamento narrativa • Jul 08
BEAN: Data Center Cooling Exposure Will Support Premium Future P E
The analyst fair value estimate for BELIMO Holding has been revised from CHF 1,060 to CHF 1,120, reflecting updated assumptions on growth, profitability and valuation after mixed Street views that include recent target increases and one downgrade on richer pricing. Analyst Commentary Recent Street research on BELIMO Holding points to a generally constructive tone, with several bullish analysts adjusting price targets higher and upgrading their views.Aggiornamento narrativa • Jun 24
BEAN: Data Center Cooling Upside Will Face Rich P E Risk
Analysts have lifted their fair value estimate for BELIMO Holding to CHF 964.78 from CHF 880.86 as updated P/E and growth assumptions align with a series of higher price targets from recent research, even as some now flag valuation as close to prior peaks. Analyst Commentary Recent research on BELIMO Holding reflects a mix of optimism about long term growth drivers and caution around how fully the current valuation may already capture those expectations.Articolo di analisi • Jun 19
BELIMO Holding (SWX:BEAN) Stock Could Be 10% Overvalued After Morgan Stanley Upgrade
Belimo Holding (SWX:BEAN) moved sharply higher after Morgan Stanley upgraded the stock, citing robust anticipated growth in the company’s data center cooling operations linked to expanding AI infrastructure demand. See our latest analysis for BELIMO Holding. At a share price of CHF965.5, BELIMO Holding has seen strong recent momentum, with a 30 day share price return of 27.54% and a 90 day return of 54.85%. The 1 year total shareholder return of 23.37% and 5 year total shareholder return of...
Aggiornamento narrativa • Jun 09
BEAN: Elevated Data Center Hopes Will Likely Restrain Future Share Returns
Analysts have raised their fair value estimate for BELIMO Holding from CHF 510.26 to CHF 579.80, citing higher assumed revenue growth, slightly stronger profit margins, and a higher future P/E multiple that is in line with recent upgrades and positive views on the company’s role in data center liquid cooling. Analyst Commentary Recent research coverage has been broadly constructive on BELIMO Holding, with price targets such as CHF 1,070 and CHF 1,000 reflecting confidence in the company’s positioning and its exposure to data center liquid cooling.Aggiornamento narrativa • May 25
BEAN: Data Center Cooling Upside Will Support Premium Future P E
Analysts kept the fair value for BELIMO Holding steady at CHF 1,060, with only modest tweaks to growth and margin assumptions. Recent Street research highlights both the perceived quality of its data center liquid cooling opportunity and some caution around tariff driven earnings pressure.Articolo di analisi • May 14
Does BELIMO Holding (VTX:BEAN) 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...Aggiornamento narrativa • Apr 21
BEAN: Higher Tariffs Look Set To Constrain Margins And Future Returns
The Analyst Price Target for BELIMO Holding has been adjusted by analysts to CHF 510.26 from CHF 531.51. This reflects updated assumptions around discount rates, revenue growth, margins and P/E multiples, alongside mixed Street research where some firms lowered targets on tariff and margin considerations while others raised them based on continued demand expectations.Aggiornamento narrativa • Apr 07
BEAN: Unique DC Opportunity Will Drive Future Upside Despite Higher Tariffs
Analysts have trimmed the blended fair value estimate for BELIMO Holding from CHF 909.25 to about CHF 880.86, reflecting modestly softer growth and margin assumptions, alongside adjusted price targets that balance a still constructive demand view with higher expected tariff burdens. Analyst Commentary Recent Street research points to a mixed but generally constructive view on BELIMO Holding, with price targets clustered around but not fully aligned with the trimmed blended fair value estimate.Aggiornamento narrativa • Mar 24
BEAN: Tariff Headwinds And Margin Reset Will Support Premium Future P E
Analysts now set the fair value estimate for BELIMO Holding at CHF 1,060, around CHF 10 lower than before, as they balance a slightly reduced profit margin outlook and tariff related caution with firmer assumptions on revenue growth and future P/E multiples. Analyst Commentary Recent Street research shows a split but generally constructive stance on BELIMO Holding, with several bullish analysts still framing the current share price as attractive relative to their revised fair value views.Aggiornamento narrativa • Mar 08
BEAN: Higher Tariffs And Softer Margins Will Likely Pressure Future Returns
Narrative Update The analyst price target on BELIMO Holding has been reduced by CHF 35 to reflect slightly lower fair value estimates and modestly softer assumptions for revenue growth, profit margins and future P/E. Analysts are balancing cautious updates to earnings forecasts with mixed recent target moves across the Street.Aggiornamento narrativa • Feb 22
BEAN: Updated Margins And Discount Rate Will Support Premium Future P E
Analysts have raised their price targets on BELIMO Holding by CHF 20 and CHF 29 respectively, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E as the basis for their revised views. Analyst Commentary Recent research points to a more constructive stance on BELIMO Holding, with bullish analysts adjusting their models to reflect revised assumptions for discount rates, revenue, margins, and future P/E levels.Aggiornamento narrativa • Feb 07
BEAN: Higher Price Expectations And Profitability Assumptions Will Shape Future Performance
Analysts have lifted their price targets on BELIMO Holding by about CHF 56 overall, reflecting updated assumptions for a fair value of CHF 909.25, a discount rate of 5.23%, revenue growth of 13.46%, a profit margin of 19.57% and a future P/E of 43.10x. Analyst Commentary Bullish Takeaways Bullish analysts lifting their price targets suggest they see the updated fair value of CHF 909.25 as supported by the current valuation framework, including the 5.23% discount rate and 43.10x future P/E.Aggiornamento narrativa • Jan 24
BEAN: Rising Confidence In Premium P E Will Support Long Term Thesis
Analysts have lifted their fair value estimate for BELIMO Holding from CHF 1,000 to CHF 1,070, citing updated assumptions on revenue growth, profit margins and future P/E that align with recent price target increases from major research houses. Analyst Commentary Recent research updates signal a more constructive stance on BELIMO Holding, with higher fair value and price targets reflecting revised assumptions on revenue, margins and future P/E.Aggiornamento narrativa • Jan 09
BEAN: Tariff Cost Pressures Will Test But Not Break Long Term Thesis
Analysts have trimmed their fair value estimate for BELIMO Holding from CHF 1,100 to CHF 1,000 as they factor in a slightly higher discount rate, more moderate revenue growth assumptions, and tariff related pressure on material costs and gross profits, even while assuming a higher profit margin and a lower future P/E multiple. Analyst Commentary Some bullish analysts remain constructive on BELIMO Holding even as they trim their fair value assumptions.Aggiornamento narrativa • Dec 14
BEAN: Tariff-Driven Cost Pressures Will Likely Erode Future Profit Margins
The analyst price target for BELIMO Holding has been reduced from approximately CHF 1,052 to about CHF 989, as analysts factor in steady demand but increased pressure on material costs and gross margins from tariffs. Analyst Commentary Bearish analysts have trimmed their expectations for BELIMO Holding, reflecting mounting concerns that rising input costs and tariff related headwinds could weigh more heavily on profitability than previously anticipated.Articolo di analisi • Dec 07
We Think BELIMO Holding (VTX:BEAN) Can Manage Its Debt With Ease
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Aggiornamento narrativa • Nov 28
BEAN: Cost Pressures And Gross Margins Will Influence Performance Amid Steady Demand
Analysts have revised BELIMO Holding's target price downward; the Street consensus has shifted from CHF 1,052 to CHF 989, citing continued pressure on material costs and industry profit margins, even with stable demand trends. Analyst Commentary Recent analyst reports on BELIMO Holding offer a range of perspectives regarding the company's prospects amid shifting industry conditions.Aggiornamento narrativa • Nov 14
BEAN: Cost Pressures And Margins Will Shape Performance Despite Stable Demand
The analyst consensus price target for BELIMO Holding has been revised downward, decreasing by CHF 21 to CHF 852.86. Analysts cite ongoing cost pressures and a slightly lower profit margin outlook, despite stable underlying demand.Articolo di analisi • Nov 10
BELIMO Holding AG's (VTX:BEAN) Earnings Haven't Escaped The Attention Of Investors
BELIMO Holding AG's ( VTX:BEAN ) price-to-earnings (or "P/E") ratio of 56.6x might make it look like a strong sell...Aggiornamento narrativa • Oct 31
BEAN: Material Cost Pressures And Market Stabilization Will Influence Near-Term Performance
The consensus analyst price target for BELIMO Holding was revised downward by CHF 9. This adjustment reflects concerns about continued material cost pressures and stabilized demand, according to recent analyst commentary.Articolo di analisi • Oct 28
We Like BELIMO Holding's (VTX:BEAN) Returns And Here's How They're Trending
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...Aggiornamento narrativa • Oct 17
Expanding Data Centers And EMEA Renovations Will Shape Future Markets
Analysts recently raised their price target for BELIMO Holding from CHF 788 to CHF 1,052, citing stronger operating leverage and resilience in key segments as primary drivers for their improved outlook. Analyst Commentary Recent research reports present a mix of optimism and caution regarding BELIMO Holding’s prospects.Articolo di analisi • Oct 09
Does BELIMO Holding (VTX:BEAN) Deserve A Spot On Your Watchlist?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Aggiornamento narrativa • Oct 03
Expanding Data Centers And EMEA Renovations Will Shape Future Markets
Analysts have raised their price target for BELIMO Holding from CHF 863.14 to CHF 883.29. This reflects expectations of stronger revenue growth and improved market conditions, despite some ongoing challenges.Articolo di analisi • Sep 27
Should You Think About Buying BELIMO Holding AG (VTX:BEAN) Now?
Today we're going to take a look at the well-established BELIMO Holding AG ( VTX:BEAN ). The company's stock received a...Aggiornamento narrativa • Sep 09
Expanding Data Centers And EMEA Renovations Will Shape Future Markets
Analysts have slightly lowered BELIMO Holding’s price target to CHF863.14, balancing optimism around data center performance, OEM channel recovery, and operating leverage against ongoing U.S. market risks and valuation concerns. Analyst Commentary Bullish analysts highlight Belimo's strong performance in data centers and confidence stemming from the accelerating Blackwell rollout.Articolo di analisi • Sep 01
Is BELIMO Holding (VTX:BEAN) Using Too Much Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Nuova narrativa • Jul 27
Expanding Data Centers And EMEA Renovations Will Shape Future Markets
Rapid data center growth and focus on high-value retrofits position BELIMO for strong revenue upside and resilience to construction market swings.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | CHF 205m |
| Mar 31 2026 | n/a | n/a | CHF 193m |
| Dec 31 2025 | CHF 2m | CHF 570k | CHF 182m |
| Sep 30 2025 | n/a | n/a | CHF 176m |
| Jun 30 2025 | n/a | n/a | CHF 171m |
| Mar 31 2025 | n/a | n/a | CHF 159m |
| Dec 31 2024 | CHF 1m | CHF 550k | CHF 147m |
| Sep 30 2024 | n/a | n/a | CHF 148m |
| Jun 30 2024 | n/a | n/a | CHF 149m |
| Mar 31 2024 | n/a | n/a | CHF 143m |
| Dec 31 2023 | CHF 1m | CHF 550k | CHF 137m |
| Sep 30 2023 | n/a | n/a | CHF 132m |
| Jun 30 2023 | n/a | n/a | CHF 127m |
| Mar 31 2023 | n/a | n/a | CHF 125m |
| Dec 31 2022 | CHF 1m | CHF 520k | CHF 123m |
| Sep 30 2022 | n/a | n/a | CHF 118m |
| Jun 30 2022 | n/a | n/a | CHF 113m |
| Mar 31 2022 | n/a | n/a | CHF 114m |
| Dec 31 2021 | CHF 1m | CHF 500k | CHF 116m |
| Sep 30 2021 | n/a | n/a | CHF 112m |
| Jun 30 2021 | n/a | n/a | CHF 109m |
| Mar 31 2021 | n/a | n/a | CHF 98m |
| Dec 31 2020 | CHF 999k | CHF 500k | CHF 87m |
| Sep 30 2020 | n/a | n/a | CHF 98m |
| Jun 30 2020 | n/a | n/a | CHF 109m |
| Mar 31 2020 | n/a | n/a | CHF 115m |
| Dec 31 2019 | CHF 1m | CHF 490k | CHF 121m |
Compensazione vs Mercato: La retribuzione totale di Lars ($USD 2.16M ) è inferiore alla media delle aziende di dimensioni simili nel mercato Swiss ($USD 5.96M ).
Compensazione vs guadagni: La retribuzione di Lars è aumentata di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Lars van der Haegen (58 yo)
11.1yrs
Mandato
CHF 1,749,000
Compensazione
Mr. Lars van der Haegen, MBA, serves as the President of Belimo Aircontrols (USA), Inc. Mr. van der Haegen has been the Chief Executive Officer and Head of the Group Executive Committee of Belimo Holding A...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Head of the Group Executive Committee | 11.1yrs | CHF 1.75m | Nessun dato | |
| CFO, Head of Group Division Finance and Business & Member of the Group Executive Committee | 7.9yrs | Nessun dato | Nessun dato | |
| Head of Group Division Asia Pacific & Member of the Group Executive Committee | 13.8yrs | Nessun dato | Nessun dato | |
| Head of Group Division Production & Member of the Group Executive Committee | 7.4yrs | Nessun dato | Nessun dato | |
| CTO, Head of Group Division Innovation & Member of the Executive Committee | 5.8yrs | Nessun dato | Nessun dato | |
| Head of Group Division EMEA & Member of Executive Committee | 5.1yrs | Nessun dato | Nessun dato | |
| Chief Human Resources Officer & Member of the Executive Committee | 1.6yrs | Nessun dato | Nessun dato | |
| Head of Americas & Member of the Executive Committee | less than a year | Nessun dato | Nessun dato | |
| Head of Investor Relations | no data | Nessun dato | Nessun dato |
6.6yrs
Durata media
56yo
Età media
Gestione esperta: Il team dirigenziale di BEAN è esperto e expertise (durata media dell'incarico 6.6 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Independent Chairman of the Board | 12.3yrs | CHF 336.00k | 0.58% CHF 60.2m | |
| Director | less than a year | Nessun dato | Nessun dato | |
| Independent Director | 11.3yrs | CHF 154.00k | 0.0088% CHF 913.4k | |
| Independent Deputy Chair | 3.6yrs | CHF 139.00k | 0.0031% CHF 324.2k | |
| Director | 1.4yrs | CHF 108.00k | Nessun dato | |
| Independent Director | 8.3yrs | CHF 154.00k | 0.0039% CHF 408.0k | |
| Director | 7.3yrs | CHF 139.00k | 1.31% CHF 135.5m |
7.3yrs
Durata media
58yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di BEAN sono considerati esperti (durata media dell'incarico 7.3 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/10 07:39 |
| Prezzo dell'azione a fine giornata | 2026/08/10 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
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 |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* 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 delle guide su come utilizzare i nostri report e dei 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
BELIMO Holding AG è coperta da 21 analisti. 9 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 |
|---|---|
| Zana Mamelli | Baader Helvea Equity Research |
| Volker Bosse | Baader Helvea Equity Research |
| Marta Bruska | Baader Helvea Equity Research |