Lineage Gestione
Criteri Gestione verificati 2/4
Lineage Il CEO è Greg Lehmkuhl, nominato in Jun2015, e ha un mandato di 11.08 anni. la retribuzione annua totale è $ 19.96M, composta da 6% di stipendio e 94% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.009% delle azioni della società, per un valore di $ 1.01M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4.2 anni e 2 anni.
Informazioni chiave
Greg Lehmkuhl
Amministratore delegato
US$20.0m
Compenso totale
| Percentuale dello stipendio del CEO | 6.01% |
| Mandato del CEO | 11.1yrs |
| Proprietà del CEO | 0.009% |
| Durata media del management | 4.2yrs |
| Durata media del Consiglio di amministrazione | 2yrs |
Aggiornamenti recenti sulla gestione
Recent updates
LINE: Fire Fallout And Margin Outlook Will Shape Future Risk Profile
Analysts have lifted their price target on Lineage to $43.00 from $40.44, citing updated assumptions that include a slightly lower discount rate, a modestly revised revenue growth outlook, a higher projected profit margin, and a reduced future P/E multiple. What’s in the News for Lineage A large fire at a 500,000 square foot Lineage Logistics cold storage warehouse in Boyle Heights near downtown Los Angeles has been burning for six days, affecting the surrounding area with thick smoke.Lineage: Another Serious Fire Could Spell Trouble
Summary Lineage Logistics faces significant operational and financial risks after two catastrophic fires at major cold storage facilities. Recent fires have led to lawsuits, public health concerns, and potential long-term brand damage, particularly in Los Angeles. Immediate costs include emergency relief and remediation, while longer-term impacts may include higher insurance premiums and increased operating expenses. I assign a sell rating to LINE due to heightened financial risk, anticipated earnings drag, and persistent operational uncertainties. Read the full article on Seeking AlphaLineage, Inc.'s Stock Might Be Cold But Fundamentals Have Potential
Summary Lineage, Inc. has significant growth potential through market share gains, margin expansion, and occupancy growth, despite current oversupply and inventory challenges. The cold storage industry benefits from rising global food demand and increased use of temperature-controlled logistics, although recent overbuilding has led to oversupply. LINE's growth prospects include occupancy recovery, margin improvement through automation and proprietary software, and accretive consolidation of smaller competitors. While LINE's long-term outlook is promising, I remain neutral until there is more clarity on operating initiatives and the impact of pre-IPO share lock-up expirations. Read the full article on Seeking AlphaLineage: Leaving Investors In The Cold
Summary Lineage, Inc. went public at a high valuation, but shares have since dropped significantly in a short period of time. Lineage's cold storage solutions should be in great demand in the long haul, but 2024 results have been soft. Despite a solid dividend yield and ongoing acquisitions, Lineage's growth is lackluster, and its valuation remains demanding. While LINE shares have become more appealing post-selloff, I remain cautious due to high valuations and limited near-term growth prospects. Read the full article on Seeking AlphaAn Ice Cold Hold: Lineage
Summary Lineage, Inc., a new REIT specializing in cold storage, has seen a 23% drop in share prices since its IPO this summer. Despite solid business fundamentals and a promising market position, the current valuation isn't compelling enough, leading to a Hold rating. The company's recent moves, including debt reduction and acquisition of ColdPoint Logistics, have strengthened its financial standing. While the long-term outlook is positive with expected steady growth, the current yield of 3.3% isn't attractive compared to short-term rates. Read the full article on Seeking AlphaHow Hot Is Cold Storage? A First Look At Lineage
Summary Lineage Inc., the world's largest cold storage REIT, has a mission-critical role in the supply chain with significant industry advantages and impressive growth. Despite its compelling business model, Lineage's current valuation is high, leaving limited room for upside, making it wise to wait for a better entry price. The company boasts a diversified customer base, automation investments, and potential future dividends, enhancing its attractiveness for long-term investors. Investing in new public companies like Lineage can be challenging due to limited data and often lofty valuations, so monitoring for a more attractive price is recommended. Read the full article on Seeking AlphaLineage: Interesting High-Tech REIT At A Nosebleed Valuation
Summary Lineage, Inc., a high-tech cold-storage REIT, had a successful IPO with strong investor demand, but its current valuation appears overly expensive. The company leverages advanced data science and AI to optimize operations, positioning itself as a leader in a resilient and growing industry. Despite its innovative approach and growth potential, Lineage's high valuation and significant debt burden raise concerns about its future performance. Read the full article on Seeking AlphaLineage: Industry Leader Starting At A Premium
Summary Lineage aims to transform the global food supply chain with 482 warehouses, focusing on quality and sustainability. Lineage's successful public offering saw shares sold above the midpoint of the range, having seen some 10% returns ever since in volatile market conditions. Valuation of Lineage post-IPO is demanding, with high multiples on sales and adjusted FFO, making near to medium term risk-reward unattractive. Read the full article on Seeking AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$141m |
| Dec 31 2025 | US$20m | US$1m | -US$98m |
| Sep 30 2025 | n/a | n/a | -US$179m |
| Jun 30 2025 | n/a | n/a | -US$591m |
| Mar 31 2025 | n/a | n/a | -US$659m |
| Dec 31 2024 | US$69m | US$1m | -US$706m |
| Sep 30 2024 | n/a | n/a | -US$700m |
| Jun 30 2024 | n/a | n/a | -US$230m |
| Mar 31 2024 | n/a | n/a | -US$169m |
| Dec 31 2023 | US$12m | US$1m | -US$118m |
Compensazione vs Mercato: La retribuzione totale di Greg ($USD 19.96M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.46M ).
Compensazione vs guadagni: La retribuzione di Greg è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Greg Lehmkuhl (53 yo)
Mr. W. Gregory Lehmkuhl, also known as Greg, is the President & CEO of Lineage Inc., since June 2015 and serves as Director from July 2024. He serves as CEO & President of Preferred Freezer Holdings Inc. H...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Director | 11.1yrs | US$19.96m | 0.0091% $ 1.0m | |
| Chief Financial Officer | less than a year | US$1.85m | 0.039% $ 4.4m | |
| Global Chief Operations Officer | 9.9yrs | US$4.15m | 0.0038% $ 424.1k | |
| President of North America East | less than a year | US$3.78m | 0.0060% $ 672.3k | |
| Chief Transformation Officer | no data | US$3.90m | 0.0046% $ 516.4k | |
| Chief Commercial Officer | 4.4yrs | US$2.82m | 0.0011% $ 121.3k | |
| Co-Founder & Co-Executive Chairman | 18.5yrs | Nessun dato | 0.13% $ 14.6m | |
| Co-Founder & Co-Executive Chairman | 18.5yrs | Nessun dato | 0.13% $ 14.1m | |
| Senior VP & Chief Accounting Officer | 2.5yrs | Nessun dato | 0.0015% $ 171.4k | |
| Vice President of Technology Projects | no data | Nessun dato | Nessun dato | |
| Vice President of Investor Relations | no data | Nessun dato | Nessun dato | |
| Chief Legal Officer & Corporate Secretary | 4.2yrs | Nessun dato | 0.00099% $ 110.2k |
Gestione esperta: Il team dirigenziale di LINE è considerato esperto (durata media dell'incarico 4.2 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Director | 2yrs | US$19.96m | 0.0091% $ 1.0m | |
| Co-Founder & Co-Executive Chairman | 18.5yrs | Nessun dato | 0.13% $ 14.6m | |
| Co-Founder & Co-Executive Chairman | 18.5yrs | Nessun dato | 0.13% $ 14.1m | |
| Independent Director | 2yrs | US$330.03k | 0.0034% $ 372.9k | |
| Lead Independent Director | 2yrs | US$400.03k | 0.0056% $ 622.2k | |
| Independent Director | 2yrs | Nessun dato | Nessun dato | |
| Independent Director | 2yrs | Nessun dato | Nessun dato | |
| Independent Director | 2yrs | Nessun dato | Nessun dato | |
| Independent Director | 2yrs | US$350.03k | 0.0062% $ 685.6k | |
| Independent Director | 2yrs | US$350.03k | 0.0031% $ 348.4k |
Consiglio di amministrazione esperto: Il consiglio di amministrazione di LINE non è considerato esperto (durata media del mandato 2 anni), il che suggerisce un nuovo consiglio.
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/05 15:03 |
| Prezzo dell'azione a fine giornata | 2026/07/02 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 |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* 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; disponiamo inoltre di guide su come utilizzare i nostri report e di 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
Lineage, Inc. è coperta da 24 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.
| Analista | Istituzione |
|---|---|
| Brendan Lynch | Barclays |
| Nathan Crossett | BNP Paribas |
| Samir Khanal | BofA Global Research |