thyssenkrupp AG

Report azionario XTRA:TKA

Capitalizzazione di mercato: €6.7b

thyssenkrupp Gestione

Criteri Gestione verificati 3/4

thyssenkrupp Il CEO è Miguel Lopez Borrego, nominato in Jun2023, ha un mandato di 2.92 anni. possiede direttamente 0.001% delle azioni della società, per un valore di € 80.64K. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.6 anni e 6.3 anni.

Informazioni chiave

Miguel Lopez Borrego

Amministratore delegato

n/a

Compenso totale

Percentuale dello stipendio del CEOn/a
Mandato del CEO2.9yrs
Proprietà del CEO0.001%
Durata media del management2.6yrs
Durata media del Consiglio di amministrazione6.3yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento dell'analisi • May 01

TKA: Steel Policy Support And Execution Momentum Will Drive Future Re Rating

Analysts have nudged their blended price target for thyssenkrupp slightly higher to €9.50, reflecting updated views on steel earnings potential, policy support and execution momentum, even as opinions on the stock remain mixed across recent upgrades and target changes. Analyst Commentary Recent research shows a clear split in views, but there is a cluster of bullish analysts highlighting upside optionality in thyssenkrupp, especially around steel earnings, policy support and execution on the current plan.
Aggiornamento dell'analisi • Apr 16

TKA: Portfolio Reshaping And EU Steel Policy Support Will Shape Execution Outcomes

Analysts have set a new price target for thyssenkrupp at €9.50, citing updated views on policy support for EU steel, execution momentum and revised medium term earnings assumptions across recent research. Analyst Commentary Recent research on thyssenkrupp shows a split view, with some firms lifting ratings and targets while others adjust expectations more cautiously.
Aggiornamento dell'analisi • Apr 02

TKA: Portfolio Reshaping And Steel And Materials Deals Will Shape Execution Risk

The analyst price target for thyssenkrupp has been adjusted to €8.30 from €8.70, with analysts citing updated expectations for revenue growth, profit margins, and P/E assumptions following recent mixed target moves and rating changes across the Street. Analyst Commentary Recent research on thyssenkrupp shows a mix of optimism and restraint, with some firms lifting ratings and targets while others trim expectations or keep cautious stances.
Aggiornamento dell'analisi • Mar 19

TKA: Steel And Materials Divestments Will Support Future Share Re Rating

Analyst price targets for thyssenkrupp have edged higher, with recent changes to around €8.70, €9.50 and €13 reflecting updated views on EU steel earnings potential and execution, even as opinions on the stock remain mixed across firms. Analyst Commentary Recent research shows a clear split in views, but there are some distinctly bullish threads that focus on potential earnings support and execution at thyssenkrupp, particularly around its EU steel exposure.
Aggiornamento dell'analisi • Mar 04

TKA: Portfolio Reshaping And Steel Deal Prospects Will Define Execution Risk

Analysts have raised their average price target for thyssenkrupp from around €6.30 to about €8.70. This change reflects updated views that take into account revised fair value assumptions, changes in discount rates, and new Street research on steel earnings potential and capital execution.
Articolo di analisi • Feb 19

thyssenkrupp (ETR:TKA) Is Posting Solid Earnings, But It Is Not All Good News

Investors appear disappointed with thyssenkrupp AG's ( ETR:TKA ) recent earnings, despite the decent statutory profit...
Aggiornamento dell'analisi • Feb 17

TKA: Steel Unit Sale Talks Will Support Future Share Re Rating

Analysts have raised their fair value estimate for thyssenkrupp from €14.00 to €15.00, citing updated assumptions on revenue growth, profit margins, and future P/E multiples, in line with recent Street price target increases to €8.70 per share. Analyst Commentary Bullish analysts have been nudging their views higher, with multiple price target adjustments clustering around €8.70 per share.
Aggiornamento dell'analisi • Feb 03

TKA: Raised Street Views And Asset Sales Will Shape Balanced Risk Profile

The analyst price target for thyssenkrupp has been raised from €10.30 to €11.41, reflecting recent Street research in which firms lifted their targets into the €7.70 to €8.70 range and cited updated views on discount rates, revenue growth, margins and future P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts are lifting price targets into a €7.70 to €8.70 range, which points to a reworked view of what they see as fair value for the equity based on their updated models.
Aggiornamento dell'analisi • Jan 20

TKA: Steel Unit Sale And Workforce Cuts Will Support Future Re Rating

Analysts have lifted their price targets for thyssenkrupp to as high as €8.70, up from prior levels around €6.30 to €8.30, reflecting updated views on the group’s risk profile, revenue trajectory, profitability and future P/E assumptions. Analyst Commentary Recent research points to a more constructive tone around thyssenkrupp, even where ratings remain cautious.
Aggiornamento dell'analisi • Jan 06

TKA: Workforce Cuts And Neutral Rating Will Shape Balanced Risk Profile

Analysts have raised their price target for thyssenkrupp to €7.70 from €6.30, citing updated assumptions on fair value, discount rate, revenue growth, profit margins and future P/E as the key factors behind the revision. Analyst Commentary Recent commentary around the revised €7.70 price target suggests a more balanced view of thyssenkrupp, with analysts updating their models but keeping expectations in check through a Neutral rating.
Aggiornamento dell'analisi • Dec 20

TKA: Revenue Resilience And Workforce Cuts Will Support Share Re-Rating

Analysts have raised their fair value estimate for thyssenkrupp from EUR 13.00 to EUR 14.00, reflecting a higher Street price target of EUR 7.70 versus EUR 6.30 previously as they factor in stronger top line growth despite lower margin expectations. Analyst Commentary Bullish analysts highlight that the recent increase in the Street price target signals growing confidence in thyssenkrupp's ability to execute on its strategic initiatives, even in a more challenging margin environment.
Aggiornamento dell'analisi • Dec 06

TKA: Future Workforce Cuts And Mixed Rating Shifts Will Shape Risk Profile

Analysts have nudged their price target on thyssenkrupp slightly lower, from about EUR 10.20 to roughly EUR 10.09. This reflects modestly higher perceived risk and only incremental adjustments to growth and margin expectations, despite recent target increases and rating upgrades from the Street.
Aggiornamento dell'analisi • Oct 17

Marine Systems, Green Hydrogen And Steel Europe Will Unlock Value

Thyssenkrupp’s analyst price target has increased modestly, rising from €7.10 to €7.60, as analysts cited improvements in company outlook and supportive recent upgrades to justify the change. Analyst Commentary Recent analyst activity on Thyssenkrupp reflects a mixture of cautious optimism and ongoing concerns about the company's valuation and longer-term prospects.
Aggiornamento dell'analisi • Oct 03

Marine Systems, Green Hydrogen And Steel Europe Will Unlock Value

Thyssenkrupp's analyst price target has been raised from €9.73 to €10.20, as analysts cite recent upgrades and revised industry outlooks, which support a moderately improved valuation. Analyst Commentary Recent analyst research presents a mixed picture for Thyssenkrupp, reflecting both cautious optimism and lingering concerns regarding the company's valuation, growth prospects, and execution risks.
Aggiornamento dell'analisi • Sep 18

Marine Systems, Green Hydrogen And Steel Europe Will Unlock Value

Analysts have modestly raised thyssenkrupp’s price target to €9.72, citing incremental progress in restructuring and cost controls amid mixed operational signals and continued caution given persistent steel business headwinds. Analyst Commentary Mixed signals on operational turnaround, with some stabilization but limited confidence in strong near-term recovery.
Articolo di analisi • Sep 17

Market Might Still Lack Some Conviction On thyssenkrupp AG (ETR:TKA) Even After 38% Share Price Boost

thyssenkrupp AG ( ETR:TKA ) shareholders have had their patience rewarded with a 38% share price jump in the last...
Articolo di analisi • Aug 05

thyssenkrupp (ETR:TKA) Is Doing The Right Things To Multiply Its Share Price

XTRA:TKA 1 Year Share Price vs Fair Value Explore thyssenkrupp's Fair Values from the Community and select yours There...
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Nuova analisi • Jul 16

Green Decarbonization Will Face Setbacks While Marine Systems Rebound

Market optimism around green steel and digitalization may be overstated, given execution risks, high costs, and potential delays impacting profit growth and cash flow.
Articolo di analisi • Jul 10

thyssenkrupp AG (ETR:TKA) Looks Just Right With A 29% Price Jump

thyssenkrupp AG ( ETR:TKA ) shares have had a really impressive month, gaining 29% after a shaky period beforehand. The...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Miguel Lopez Borrego rispetto agli utili di thyssenkrupp?
DataCompenso totaleStipendioUtili della società
Dec 31 2025n/an/a

€163m

Sep 30 2025n/an/a

€465m

Jun 30 2025n/an/a

-€1b

Mar 31 2025n/an/a

-€1b

Dec 31 2024n/an/a

-€1b

Sep 30 2024€2m€1m

-€2b

Jun 30 2024n/an/a

-€2b

Mar 31 2024n/an/a

-€2b

Dec 31 2023n/an/a

-€2b

Sep 30 2023€932k€447k

-€2b

Compensazione vs Mercato: Dati insufficienti per stabilire se la retribuzione totale di Miguel sia ragionevole rispetto ad aziende di dimensioni simili nel mercato German.

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

AMMINISTRATORE DELEGATO

Miguel Lopez Borrego (60 yo)

2.9yrs
Mandato
€2,344,000
Compensazione

Mr. Miguel Angel Lopez Borrego is Deputy Chairman of Supervisory Board at TKMS AG & Co KGaA. Mr. Lopez Borrego is Member of the Supervisory Board of thyssenkrupp nucera AG & Co. KGaA from June 09, 2023. wa...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Miguel Lopez Borrego
CEO & Chairman of the Executive Board2.9yrs€2.34m0.0012%
€ 80.6k
Volkmar Dinstuhl
CEO of Multi Tracks and Automotive Technology segment & Member of Executive Board2.3yrs€1.12mNessun dato
Ilse Henne
Member of Executive Board2.3yrs€1.10mNessun dato
Axel Hamann
CFO & Member of Executive Board1yrNessun datoNessun dato
Wilfried von Rath
Chief Human Resources Officer & Member of Executive Board1.1yrsNessun datoNessun dato
Thomas Empelmann
Head of Corporate Financeno dataNessun datoNessun dato
Andreas Trösch
Head of Investor Relationsno dataNessun datoNessun dato
Stefan Schmitt
Head of Corp. Function HR Strategy and Head of Corp. Function People Dev & Executives Management9.6yrsNessun datoNessun dato
Peter Walker
Chief Executive Officer of Elevator Technology Business Area8.3yrsNessun datoNessun dato
Volker Hellberg
Chief Executive Officer of Industrial Solutions Unit - Saudi Arabia7yrsNessun datoNessun dato
Christian Schulte
Head of Investor Relations - thyssenkrupp Elevatorno dataNessun datoNessun dato
Patrick Buchmann
Chief Executive Officer of Forged Technologiesno dataNessun datoNessun dato
2.6yrs
Durata media
55.5yo
Età media

Gestione esperta: Il team dirigenziale di TKA è considerato esperto (durata media dell'incarico 2.6 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Verena Volpert
Independent Member of Supervisory Board5.6yrs€141.00kNessun dato
Stefan Buchner
Independent Member of Supervisory Board5.3yrs€96.50kNessun dato
Jurgen Kerner
Vice Chairman of Supervisory Board6.3yrs€186.50kNessun dato
Wolfgang Colberg
Independent Member of the Supervisory Board7.4yrs€111.00kNessun dato
Siegfried Russwurm
Independent Chairman of Supervisory Board7.1yrs€292.00kNessun dato
Bernhard Gunther
Independent Member of Supervisory Board6.3yrs€174.50kNessun dato
Ingo Luge
Independent Member of the Supervisory Board6.3yrs€114.00kNessun dato
Angelika Gifford
Independent Member of Supervisory Board6.5yrs€75.00kNessun dato
Ursula Gather
Independent Member of the Supervisory Board8.3yrs€115.00kNessun dato
Tanja Jacquemin
Employee Representative Member of Supervisory Board10.2yrs€110.00kNessun dato
Tekin Nasikkol
Employee Representative Member of Supervisory Board5.8yrs€193.93kNessun dato
Daniela Jansen
Employee Representative Member of Supervisory Board5.3yrs€114.23kNessun dato
6.3yrs
Durata media
61yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di TKA sono considerati esperti (durata media dell'incarico 6.3 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/07 07:04
Prezzo dell'azione a fine giornata2026/05/07 00:00
Utili2025/12/31
Utili annuali2025/09/30

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

thyssenkrupp AG è coperta da 26 analisti. 8 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
Volker BosseBaader Helvea Equity Research
Christian ObstBaader Helvea Equity Research
David Simon ButlerBarclays