Deutsche Lufthansa Gestione
Criteri Gestione verificati 2/4
Deutsche Lufthansa Il CEO è Carsten Spohr, nominato in Jan2011, e ha un mandato di 15.33 anni. la retribuzione annua totale è € 8.83M, composta da 21.4% di stipendio e 78.6% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.029% delle azioni della società, per un valore di € 2.85M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 5 anni e 6 anni.
Informazioni chiave
Carsten Spohr
Amministratore delegato
€8.8m
Compenso totale
| Percentuale dello stipendio del CEO | 21.42% |
| Mandato del CEO | 15.3yrs |
| Proprietà del CEO | 0.03% |
| Durata media del management | 5yrs |
| Durata media del Consiglio di amministrazione | 6yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Articolo di analisi • May 15
There May Be Underlying Issues With The Quality Of Deutsche Lufthansa's (ETR:LHA) Earnings
Deutsche Lufthansa AG ( ETR:LHA ) just reported some strong earnings, and the market reacted accordingly with a healthy...
Aggiornamento della narrazione • May 03
LHA: Cost Execution And Margin Discipline Will Support Future Rerating Potential
The analyst price target for Deutsche Lufthansa has been trimmed by roughly €0.33, reflecting a series of recent target cuts and downgrades across major banks as analysts factor in slightly higher discount rates, modestly adjusted profit margin expectations, and a somewhat higher assumed future P/E multiple. Analyst Commentary Recent research points to a mixed but still constructive view on Deutsche Lufthansa, with several firms refining their targets and ratings as new information comes through.Aggiornamento della narrazione • Apr 19
LHA: Execution On Costs And Margins Will Support Future Rerating Potential
The updated analyst price target for Deutsche Lufthansa has been trimmed by roughly €0.34. Analysts cite recent target cuts at several major banks and slightly lower fair value and profit margin assumptions, partly offset by revised revenue growth expectations and a lower future P/E multiple.
Aggiornamento della narrazione • Apr 03
LHA: Turnaround Execution And Fuel Cost Management Will Drive Future Upside Potential
The updated analyst price target for Deutsche Lufthansa moves modestly higher by about €0.42. This reflects analysts' mixed but generally constructive views that factor in revised growth assumptions, margin expectations and sector P/E comparisons following recent upgrades, downgrades and target tweaks across the Street.
Aggiornamento della narrazione • Mar 20
LHA: Turnaround Execution And Fuel Costs Will Shape Fairly Balanced Outlook
Analysts have revised Deutsche Lufthansa's fair value estimate from €6.00 to €7.00, reflecting a mix of reduced price targets from several banks and more constructive views from others who highlight operational improvement efforts and the potential impact of easing fuel costs over time. Analyst Commentary Recent Street research on Deutsche Lufthansa shows a split picture, with some firms raising targets or upgrading ratings while others trim expectations and highlight execution and growth risks.Aggiornamento della narrazione • Mar 06
LHA: Turnaround Execution And IT Overhaul Will Support Future Rerating Potential
Analyst fair value for Deutsche Lufthansa has nudged up only slightly to €11.75 from €11.74, as mixed Street price target moves, including cuts around €7.60 and upgrades toward €9.30, leave the overall outlook largely unchanged, but incrementally more constructive on profitability and near term growth assumptions. Analyst Commentary Recent Street research around Deutsche Lufthansa has been mixed, but there is a clear cluster of more positive calls that help explain why fair value estimates have edged higher even as some targets remain cautious.Aggiornamento della narrazione • Feb 20
LHA: Turnaround Plan And IT Overhaul Will Support Future Repricing Potential
Our updated analyst price target for Deutsche Lufthansa edges higher to €11.74 from €11.57, reflecting modestly adjusted assumptions on revenue growth, profit margins and discount rate. This sits alongside mixed but generally more constructive Street research, where several firms have raised price targets and at least one has upgraded the stock.Aggiornamento della narrazione • Feb 05
LHA: Turnaround Execution Risk Will Likely Cap Upside Despite Recent Upgrade
Analysts have raised their fair value estimate for Deutsche Lufthansa to €6.0 from €5.0, reflecting updated views on discount rates, revenue growth, profit margins and P/E assumptions, informed by recent mixed price target changes from Deutsche Bank, Barclays, Morgan Stanley and JPMorgan. Analyst Commentary Recent research on Deutsche Lufthansa shows a mixed set of opinions, with some firms turning more constructive and others taking a more cautious stance on the shares and the company’s ability to deliver on its plans.Aggiornamento della narrazione • Jan 22
LHA: Turnaround Program And IT Overhaul Will Support Higher Future Earnings
Analysts have lifted their fair value estimate for Deutsche Lufthansa from €10.67 to €11.57, reflecting recent price target increases across several banks and updated assumptions on discount rate, revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent Street research on Deutsche Lufthansa has been mixed, but there is a clear cluster of bullish analysts who see upside potential relative to prior expectations.Aggiornamento della narrazione • Jan 08
LHA: Turnaround Uncertainty And Execution Risks Will Constrain Share Recovery Potential
Analysts have increased the fair value estimate for Deutsche Lufthansa to about €8.30 from €8.01, citing improved profit margin assumptions, a slightly lower discount rate and recent upward revisions to price targets, including a move to €9.30 at one major firm and €8 at another. Analyst Commentary Recent research opinions on Deutsche Lufthansa have shifted meaningfully over the past few months, with some firms turning more constructive and others taking a more cautious stance.Articolo di analisi • Jan 04
Here's Why Deutsche Lufthansa (ETR:LHA) Has A Meaningful Debt Burden
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Aggiornamento della narrazione • Dec 22
LHA: Mixed Ratings And Fleet Delays Will Shape Recovery Path Ahead
Analysts have nudged their fair value estimate for Deutsche Lufthansa slightly higher to roughly EUR 8.01 from about EUR 7.89, citing moderately stronger revenue growth expectations and a higher future earnings multiple, despite ongoing profitability and macro headwinds reflected in mixed recent price target revisions. Analyst Commentary Recent Street research on Deutsche Lufthansa presents a mixed outlook, with price targets clustering below the updated fair value estimate and ratings skewed toward caution.Aggiornamento della narrazione • Dec 08
LHA: Mixed Ratings Will Shape Recovery Outlook Amid Delayed Widebody Deliveries
The analyst price target for Deutsche Lufthansa has been modestly raised to EUR 7.89 from EUR 7.50 as analysts factor in slightly lower perceived risk and improving profit margins, even as they moderate long term growth and valuation assumptions in light of mixed recent research views. Analyst Commentary Recent Street research on Deutsche Lufthansa highlights a mixed backdrop, with modest upward adjustments to some price targets offset by more cautious ratings and valuation resets.Articolo di analisi • Nov 08
Deutsche Lufthansa's (ETR:LHA) Promising Earnings May Rest On Soft Foundations
Deutsche Lufthansa AG ( ETR:LHA ) just reported some strong earnings, and the market reacted accordingly with a healthy...Aggiornamento della narrazione • Oct 30
LHA: Market Headwinds And Aircraft Delays Will Shape Earnings Recovery Prospects
Deutsche Lufthansa's analyst price target has been revised lower. The latest consensus estimate decreased from €7.57 to €7.50, as analysts cite continued headwinds and reduced earnings expectations following industry downgrades and cautious outlooks.Aggiornamento della narrazione • Oct 15
Overoptimistic Projections Will Crumble Under Mounting Cost Pressures
Analysts have slightly lowered their price target for Deutsche Lufthansa, reducing it from €7.65 to €7.57. They cite continued industry headwinds and a cautious outlook on profitability and growth assumptions.Articolo di analisi • Sep 18
Is Deutsche Lufthansa (ETR:LHA) Using Too Much Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Aggiornamento della narrazione • Sep 04
Overoptimistic Projections Will Crumble Under Mounting Cost Pressures
Analysts remain cautious on Lufthansa due to valuation concerns despite stable demand and segmental strength in logistics and MRO, as reduced perceived upside and expectations of softer unit revenue leave the consensus analyst price target unchanged at €7.65. Analyst Commentary Analysts see demand for European airlines remaining stable, but regard Lufthansa's valuation as less attractive at current levels.Articolo di analisi • Aug 13
When Should You Buy Deutsche Lufthansa AG (ETR:LHA)?
XTRA:LHA 1 Year Share Price vs Fair Value Explore Deutsche Lufthansa's Fair Values from the Community and select yours...Articolo di analisi • Jul 08
Investors Will Want Deutsche Lufthansa's (ETR:LHA) Growth In ROCE To Persist
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Articolo di analisi • Jun 17
Is There An Opportunity With Deutsche Lufthansa AG's (ETR:LHA) 49% Undervaluation?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Deutsche Lufthansa fair value estimate is €13.65 Deutsche...
Nuova narrazione • Nov 28
Lufthansa Set To Soar With Digital Advancements And Fleet Modernization Despite Industry Challenges
Lufthansa's operational improvements and fleet modernization are set to enhance net margins by reducing costs and boosting efficiency.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | €2b |
| Dec 31 2025 | €9m | €2m | €1b |
| Sep 30 2025 | n/a | n/a | €2b |
| Jun 30 2025 | n/a | n/a | €2b |
| Mar 31 2025 | n/a | n/a | €1b |
| Dec 31 2024 | €6m | €2m | €1b |
| Sep 30 2024 | n/a | n/a | €1b |
| Jun 30 2024 | n/a | n/a | €1b |
| Mar 31 2024 | n/a | n/a | €2b |
| Dec 31 2023 | €6m | €2m | €2b |
| Sep 30 2023 | n/a | n/a | €2b |
| Jun 30 2023 | n/a | n/a | €2b |
| Mar 31 2023 | n/a | n/a | €1b |
| Dec 31 2022 | €5m | €2m | €997m |
| Sep 30 2022 | n/a | n/a | €183m |
| Jun 30 2022 | n/a | n/a | -€695m |
| Mar 31 2022 | n/a | n/a | -€2b |
| Dec 31 2021 | €3m | €2m | -€2b |
| Sep 30 2021 | n/a | n/a | -€3b |
| Jun 30 2021 | n/a | n/a | -€5b |
| Mar 31 2021 | n/a | n/a | -€6b |
| Dec 31 2020 | €6m | €1m | -€7b |
| Sep 30 2020 | n/a | n/a | -€5b |
| Jun 30 2020 | n/a | n/a | -€2b |
| Mar 31 2020 | n/a | n/a | -€569m |
| Dec 31 2019 | €6m | €2m | €1b |
Compensazione vs Mercato: La retribuzione totale di Carsten ($USD 10.27M ) è superiore alla media delle aziende di dimensioni simili nel mercato German ($USD 5.58M ).
Compensazione vs guadagni: La retribuzione di Carsten è aumentata di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Carsten Spohr (59 yo)
15.3yrs
Mandato
€8,832,000
Compensazione
Mr. Carsten Spohr has been an Independent Member of Supervisory Board at Münchener Rückversicherungs-Gesellschaft Aktiengesellschaft in München since April 29, 2020. He served as Interim Chief Financial Of...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Chairman of the Executive Board & CEO | 15.3yrs | €8.83m | 0.029% € 2.9m | |
| CFO & Member of Executive Board | 1.7yrs | €3.75m | Nessun dato | |
| Chief HR & Legal Officer and Member of the Executive Board | 6.3yrs | €4.29m | 0.0083% € 815.8k | |
| Chief Commercial Officer & Member of Management Board | 1.8yrs | €2.62m | Nessun dato | |
| CTO & Member of the Executive Board | 1.8yrs | €2.58m | Nessun dato | |
| Head of Investor Relations | no data | Nessun dato | Nessun dato | |
| Head of Strategy & Organizational Development | 4.6yrs | Nessun dato | Nessun dato | |
| Chief Commercial Officer for Munich Hub | 10.3yrs | Nessun dato | Nessun dato | |
| Chief Commercial Officer of Swiss International Airlines | no data | Nessun dato | Nessun dato | |
| Chief Commercial Officer | 5.3yrs | Nessun dato | Nessun dato | |
| Head of Corporate International Relations & Government Affairs of Lufthansa Group | no data | Nessun dato | Nessun dato | |
| Head of Industrial & Logistics for EMEA and Germany | no data | Nessun dato | Nessun dato |
5.0yrs
Durata media
52yo
Età media
Gestione esperta: Il team dirigenziale di LHA è considerato esperto (durata media dell'incarico 5 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Chairman of Supervisory Board | no data | Nessun dato | Nessun dato | |
| Independent Member of Supervisory Board | 6yrs | €150.00k | Nessun dato | |
| Independent Member of Supervisory Board | 6yrs | €225.00k | Nessun dato | |
| Independent Member of Supervisory Board | 5.7yrs | €125.00k | Nessun dato | |
| Member of Supervisory Board | 5yrs | €100.00k | Nessun dato | |
| Vice Chairwoman of the Supervisory Board | 13yrs | €175.00k | Nessun dato | |
| Independent Member of Supervisory Board | 6yrs | €100.00k | Nessun dato | |
| Employee Representative Member of Supervisory Board | 2.8yrs | €150.00k | Nessun dato | |
| Employee Representative Member of Supervisory Board | 8yrs | €150.00k | Nessun dato | |
| Employee Representative Member of Supervisory Board | 8yrs | €100.00k | Nessun dato | |
| Employee Representative Member of Supervisory Board | 8yrs | €150.00k | Nessun dato | |
| Employee Representative Member of Supervisory Board | 2.8yrs | €100.00k | Nessun dato |
6.0yrs
Durata media
59.5yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di LHA sono considerati esperti (durata media dell'incarico 6 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/26 16:13 |
| Prezzo dell'azione a fine giornata | 2026/05/26 00:00 |
| Utili | 2026/03/31 |
| 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 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
Deutsche Lufthansa AG è coperta da 30 analisti. 14 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 |
|---|---|
| David Fintzen | Barclays |
| Andrew Lobbenberg | Barclays |
| Conor Dwyer | Berenberg |