LANXESS Aktiengesellschaft

Report azionario XTRA:LXS

Capitalizzazione di mercato: €1.5b

LANXESS Gestione

Criteri Gestione verificati 2/4

Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.

Informazioni chiave

Matthias Zachert

Amministratore delegato

€4.6m

Compenso totale

Percentuale dello stipendio del CEO30.40%
Mandato del CEO12.1yrs
Proprietà del CEOn/a
Durata media del management6.7yrs
Durata media del Consiglio di amministrazione5.2yrs

Aggiornamenti recenti sulla gestione

Recent updates

Articolo di analisi May 09

Here's What Analysts Are Forecasting For LANXESS Aktiengesellschaft (ETR:LXS) After Its First-Quarter Results

LANXESS Aktiengesellschaft ( ETR:LXS ) shareholders are probably feeling a little disappointed, since its shares fell...
Aggiornamento della narrazione May 01

LXS: Mixed Bank Ratings Will Drive Bullish Repricing On Higher Future P/E

Analysts have adjusted the price target on LANXESS from about €28.86 to about €26.29. This reflects updated views on faster revenue growth, much thinner profit margins, and a much higher assumed future P/E multiple after recent mixed rating changes from major banks.
Aggiornamento della narrazione Apr 16

LXS: Future Earnings Multiples Will Balance Mixed Ratings And Margin Execution Risk

LANXESS' updated analyst price target edges up to about €17.91 from roughly €17.81, as analysts factor in slightly higher assumed revenue growth and a marginally richer future P/E, partly offset by a more cautious profit margin view following mixed recent rating changes. Analyst Commentary Recent research views on LANXESS are mixed, with both upgrades and a downgrade pointing to different expectations around execution, earnings power and valuation risk.
Aggiornamento della narrazione Apr 02

LXS: Future Earnings Multiples Will Reflect Mixed Rating Shifts And Execution Risk

Analysts have trimmed the LANXESS price target from about €18.66 to around €17.81, reflecting mixed recent research that balances reduced fair value and profit margin assumptions with updated views on growth and valuation following both target cuts and rating changes across the Street. Analyst Commentary Recent research on LANXESS shows a split tape, with some firms turning more positive on the shares while others are taking a more cautious line on execution and fair value assumptions.
Aggiornamento della narrazione Mar 19

LXS: Fair Outlook Balances Higher Risk Assumptions With Recent Upgrade

Analysts have trimmed their fair value estimate for LANXESS from €17.0 to €14.0, reflecting recent price target cuts such as Deutsche Bank's move to €17 and updated assumptions for growth, margins and risk, even as some research, including a recent Goldman Sachs upgrade, highlights potential longer term upside drivers. Analyst Commentary Recent research shows a split view on LANXESS, with some highlighting possible longer term drivers while others are reining in expectations.
Aggiornamento della narrazione Mar 05

LXS: Upgrade And Reset Expectations Will Drive Bullish Repricing Potential

Analysts have adjusted their price targets on LANXESS, with the latest change lowering one view from €18.50 to €17. This reflects updated assumptions around discount rates, modest revenue growth and expected P/E levels.
Aggiornamento della narrazione Feb 18

LXS: Upgrade And Margin Execution Are Expected To Drive Bullish Repricing

LANXESS's consensus analyst price target has moved modestly lower, with recent cuts to €17 and €15 cited by analysts who point to updated assumptions around discount rates, profit margins, and forward P/E expectations. Analyst Commentary Recent research on LANXESS highlights a mix of caution and optimism, with some bullish analysts focusing on potential upside if the company can execute against current expectations on margins and earnings quality.
Aggiornamento della narrazione Feb 04

LXS: Sector Headwinds And Execution Discipline Will Drive Future Bullish Repricing

Analysts have trimmed their price expectations for LANXESS, reflected in a slightly lower fair value estimate of about €28.87 from €29.24. They cite a series of reduced Street price targets and more cautious sector views, even as underlying model assumptions such as revenue growth, profit margin and future P/E remain broadly consistent.
Aggiornamento della narrazione Jan 21

LXS: Future Earnings Multiples Will Reward Execution Despite Sector Downgrades

Our fair value estimate for LANXESS has been reduced from about €20.30 to roughly €18.66, reflecting a cluster of lower price targets and more cautious views from analysts who now generally expect lower growth and apply a slightly higher required return. Analyst Commentary Recent Street research around LANXESS has tilted more cautious, with several firms trimming price targets and highlighting sector headwinds in European chemicals and ingredients.
Aggiornamento della narrazione Jan 06

LXS: Earnings Resilience And Portfolio Actions Will Drive Bullish Repricing

Narrative Update The updated analyst price target framework for LANXESS points to a fair value adjustment from €31.85 to €29.24. This reflects recent target cuts from €21 to €15 at JPMorgan, a downgrade to Underweight with a €15 target at Barclays, and a reduction from €26 to €23 at Citi that collectively signal increased caution among analysts.
Articolo di analisi Jan 02

A Look At The Fair Value Of LANXESS Aktiengesellschaft (ETR:LXS)

Key Insights The projected fair value for LANXESS is €14.85 based on 2 Stage Free Cash Flow to Equity LANXESS' €17.62...
Aggiornamento della narrazione Dec 17

LXS: Demand Recovery And Margin Actions Will Drive Bullish Repricing

Analysts have trimmed their price target on LANXESS to EUR 15 from EUR 21, citing weaker expected revenue growth, lower profit margins, a higher discount rate, and a richer future P E multiple. Together, these factors reduce estimated fair value from about EUR 37.49 to EUR 31.85 per share.
Articolo di analisi Dec 15

Does LANXESS (ETR:LXS) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Aggiornamento della narrazione Dec 03

LXS: Future Earnings Multiples Will Reward Improving Execution Amid Sector Caution

The analyst fair value estimate for LANXESS has been reduced slightly to EUR 20.30 from EUR 20.92, as analysts factor in lower sector sentiment, a modestly softer revenue growth outlook, and recent cuts to Street price targets across the European chemicals space. Analyst Commentary Street research on LANXESS has turned more cautious, with recent revisions reflecting concerns around sector headwinds, execution risk, and a less supportive valuation backdrop.
Aggiornamento della narrazione Nov 19

LXS: Future Earnings Multiples Will Reflect Sector Caution And Resilient Performance

LANXESS’s analyst price target has been revised downward from €24.55 to €20.92 as analysts cite sector-wide caution and a reassessment of fair value within the European chemicals industry. Analyst Commentary The recent series of updates from street research highlights both supportive and cautious sentiment regarding LANXESS’s outlook, reflecting the evolving landscape in the European chemicals sector.
Aggiornamento della narrazione Nov 05

LXS: Future Resilience Will Support Stability Amid Sector Pressures

Analysts have modestly reduced their price target for LANXESS by approximately EUR 0.30. This adjustment reflects more cautious growth and valuation assumptions in light of recent sector performance and peer comparisons.
Aggiornamento della narrazione Oct 22

Analysts Lower LANXESS Price Target and Ratings Amid Mixed Outlook and Valuation Shifts

The analyst price target for LANXESS has been reduced by approximately EUR 0.67 to EUR 24.85. This change reflects revised expectations on revenue growth and profitability as analysts adjust their outlook in light of recent performance and updated industry assessments.
Aggiornamento della narrazione Oct 08

Portfolio Optimization And Sustainable Initiatives Will Unlock Market Opportunities

The analyst consensus price target for LANXESS has been reduced from €26.79 to €25.52. Analysts cite increased caution due to reduced expected growth and valuation concerns following the company's recent outperformance among peers.
Aggiornamento della narrazione Aug 29

Accelerated FORWARD! Program Set To Improve Future Performance

Analysts have lowered LANXESS's price target to €26.79, citing ongoing operational headwinds, margin pressure, and delayed recovery in key markets, while acknowledging that cost measures will take time to improve earnings. Analyst Commentary Bearish analysts cite persistent near-term operational headwinds and sluggish demand as reasons for lowering price targets.
Articolo di analisi Jul 03

Is LANXESS Aktiengesellschaft (ETR:LXS) Trading At A 46% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, LANXESS fair value estimate is €47.92 LANXESS is estimated to...
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Nuova narrazione Mar 22

Accelerated FORWARD! Program Set To Improve Future Performance

Successful cost savings and portfolio transformation initiatives are boosting profitability, improving margins, and enhancing future earnings potential through strategic divestitures.
Articolo di analisi Mar 07

Why Investors Shouldn't Be Surprised By LANXESS Aktiengesellschaft's (ETR:LXS) 25% Share Price Surge

LANXESS Aktiengesellschaft ( ETR:LXS ) shareholders have had their patience rewarded with a 25% share price jump in the...
Articolo di analisi Jan 31

LANXESS (ETR:LXS) Use Of Debt Could Be Considered Risky

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Articolo di analisi Jan 07

Why We're Not Concerned About LANXESS Aktiengesellschaft's (ETR:LXS) Share Price

There wouldn't be many who think LANXESS Aktiengesellschaft's ( ETR:LXS ) price-to-sales (or "P/S") ratio of 0.3x is...
Articolo di analisi Oct 30

Does LANXESS (ETR:LXS) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Articolo di analisi Sep 07

Why We're Not Concerned About LANXESS Aktiengesellschaft's (ETR:LXS) Share Price

There wouldn't be many who think LANXESS Aktiengesellschaft's ( ETR:LXS ) price-to-sales (or "P/S") ratio of 0.3x is...
Articolo di analisi Jul 23

Is LANXESS (ETR:LXS) Using Debt Sensibly?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Articolo di analisi May 27

Is It Too Late To Consider Buying LANXESS Aktiengesellschaft (ETR:LXS)?

While LANXESS Aktiengesellschaft ( ETR:LXS ) might not have the largest market cap around , it saw a double-digit share...
Articolo di analisi May 08

Why Investors Shouldn't Be Surprised By LANXESS Aktiengesellschaft's (ETR:LXS) P/S

There wouldn't be many who think LANXESS Aktiengesellschaft's ( ETR:LXS ) price-to-sales (or "P/S") ratio of 0.4x is...
Articolo di analisi Apr 20

Is There An Opportunity With LANXESS Aktiengesellschaft's (ETR:LXS) 42% Undervaluation?

Key Insights The projected fair value for LANXESS is €44.32 based on 2 Stage Free Cash Flow to Equity LANXESS is...
Articolo di analisi Mar 22

Is LANXESS (ETR:LXS) Weighed On By Its Debt Load?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Articolo di analisi Jan 27

What You Can Learn From LANXESS Aktiengesellschaft's (ETR:LXS) P/S

There wouldn't be many who think LANXESS Aktiengesellschaft's ( ETR:LXS ) price-to-sales (or "P/S") ratio of 0.3x is...
Articolo di analisi Dec 05

Is LANXESS (ETR:LXS) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Articolo di analisi Nov 01

A Look At The Fair Value Of LANXESS Aktiengesellschaft (ETR:LXS)

Key Insights The projected fair value for LANXESS is €20.51 based on Dividend Discount Model Current share price of...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Matthias Zachert rispetto agli utili di LANXESS?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

-€661m

Dec 31 2025n/an/a

-€577m

Sep 30 2025n/an/a

-€243m

Jun 30 2025n/an/a

-€165m

Mar 31 2025n/an/a

-€136m

Dec 31 2024€5m€1m

-€177m

Sep 30 2024n/an/a

-€690m

Jun 30 2024n/an/a

-€822m

Mar 31 2024n/an/a

-€951m

Dec 31 2023€3m€1m

-€843m

Sep 30 2023n/an/a

-€280m

Jun 30 2023n/an/a

-€65m

Mar 31 2023n/an/a

€128m

Dec 31 2022€5m€1m

€184m

Sep 30 2022n/an/a

€191m

Jun 30 2022n/an/a

€147m

Mar 31 2022n/an/a

€146m

Dec 31 2021€7m€1m

€116m

Sep 30 2021n/an/a

€119m

Jun 30 2021n/an/a

€105m

Mar 31 2021n/an/a

€863m

Dec 31 2020€6m€1m

€892m

Sep 30 2020n/an/a

€883m

Jun 30 2020n/an/a

€938m

Mar 31 2020n/an/a

€231m

Dec 31 2019€6m€1m

€255m

Compensazione vs Mercato: La retribuzione totale di Matthias ($USD 5.35M ) è superiore alla media delle aziende di dimensioni simili nel mercato German ($USD 1.93M ).

Compensazione vs guadagni: La retribuzione di Matthias è aumentata nonostante l'azienda non sia redditizia.


AMMINISTRATORE DELEGATO

Matthias Zachert (58 yo)

12.1yrs
Mandato
€4,605,000
Compensazione

Mr. Matthias Zachert serves as Member of Supervisory Board at Siemens Fonds Invest GmbH. He also serves as Chairman of the Board of Management at LANXESS Aktiengesellschaft since April 1, 2014. He also ser...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Matthias Zachert
Chairman of the Board of Management12.1yrs€4.61mNessun dato
Oliver Stratmann
CFO & Member of the Management Board2.7yrs€1.02mNessun dato
Hubert Fink
Member of the Board of Management10.6yrs€2.01mNessun dato
Frederique van Baarle
Member of the Board of Management & Labor Director3.1yrs€1.28mNessun dato
Katja Borghaus
Head of Human Resources4.8yrsNessun datoNessun dato
Marcel Beermann
Head of Procurement & Logistics Group Function5.9yrsNessun datoNessun dato
Jorge Nogueira
Head of Tire & Speciality Rubbers Business Unit11.3yrsNessun datoNessun dato
Wolfgang Schmitz
Managing Director of Saltigo Gmbhno dataNessun datoNessun dato
Stephan Spiegelhauer
Head of the Global Competence Center Paints & Coatings - Inorganic Pigments Business Unitno dataNessun datoNessun dato
Thomas Duletzki
Head of the Mergers & Acquisitions Group7.4yrsNessun datoNessun dato
Ingo Drechsler
Head of External Relationsno dataNessun datoNessun dato
Neelanjan Banerjee
Head of Lubricants Additives Businessno dataNessun datoNessun dato
6.7yrs
Durata media
54yo
Età media

Gestione esperta: Il team dirigenziale di LXS è esperto e expertise (durata media dell'incarico 6.7 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Lawrence Rosen
Independent Member of Supervisory Board11yrs€151.50kNessun dato
Hans Van Bylen
Independent Member of Supervisory Board5.8yrs€189.00kNessun dato
Hans Müller
Member of Supervisory Board2yrs€87.82kNessun dato
Rainier van Roessel
Chairman of Supervisory Board4yrs€258.47kNessun dato
Pamela Knapp
Independent Member of Supervisory Board8yrs€181.50kNessun dato
Heike Hanagarth
Independent Member of Supervisory Board9.8yrs€105.50kNessun dato
Manuela Strauch
Independent Member of Supervisory Board10.8yrs€143.00kNessun dato
Birgit Biermann
Vice Chairwomen of the Supervisory Board1yrNessun datoNessun dato
Armando Dente
Independent Member of the Supervisory Board5.8yrs€141.50kNessun dato
Iris Schmitz
Member of Supervisory Board4.6yrs€141.50kNessun dato
Cem Güner
Member of the Supervisory Board1yrNessun datoNessun dato
Carsten Hesse
Member of the Supervisory Board1yrNessun datoNessun dato
5.2yrs
Durata media
63yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di LXS sono considerati esperti (durata media dell'incarico 5.2 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/21 17:53
Prezzo dell'azione a fine giornata2026/05/21 00:00
Utili2026/03/31
Utili annuali2025/12/31

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.

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

LANXESS Aktiengesellschaft è coperta da 35 analisti. 15 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
James KnightBarclays
Anil ShenoyBarclays
Andres Castanos-MollorBerenberg