Air Transport Services Group, Inc.

Report azionario NasdaqGS:ATSG

Capitalizzazione di mercato: US$1.5b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Air Transport Services Group Gestione

Criteri Gestione verificati 2/4

Air Transport Services Group Il CEO è Mike Berger, nominato in Jun2024, e ha un mandato di meno di un anno. la retribuzione annua totale è $ 1.91M, composta da 27.4% di stipendio e 72.6% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.23% delle azioni della società, per un valore di $ 3.43M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1 anni e 7.5 anni.

Informazioni chiave

Mike Berger

Amministratore delegato

US$1.9m

Compenso totale

Percentuale dello stipendio del CEO27.40%
Mandato del CEOless than a year
Proprietà del CEO0.2%
Durata media del management1yr
Durata media del Consiglio di amministrazione7.5yrs

Aggiornamenti recenti sulla gestione

Recent updates

Seeking Alpha Jan 24

Air Transport Services Group Stock: It Is Really Time To Sell

Summary Stonepeak Capital's $3.1 billion acquisition offer for Air Transport Services Group, Inc. is fair, providing a 29.3% premium per share. The acquisition price of $22.50 per share is reasonable, but the 0.6% premium against 2024 earnings and 5% discount against 2025 earnings frustrated some shareholders. The go-shop period expired without another suitor, and the stock's performance lagged the S&P 500, validating my sell rating from November. With no better offers and minimal spread to close, selling ATSG stock now and redeploying funds elsewhere is the optimal strategy. Read the full article on Seeking Alpha
Seeking Alpha Nov 05

No Use Holding Air Transport Services Group Any Longer

Summary Air Transport Services Group shares surged 26.6% after announcing an all-cash buyout by Stonepeak at $22.50 per share, a 29.3% premium. Despite the premium, the buyout multiples seem underwhelming, but in the broader context, the deal seems appropriate. Given the fair valuation and limited upside potential, I recommend considering a soft 'sell' on ATSG stock, barring another buyout offer. Read the full article on Seeking Alpha
Articolo di analisi Oct 07

Here's What's Concerning About Air Transport Services Group's (NASDAQ:ATSG) Returns On Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
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Nuova narrazione Sep 15

Amazon Partnership And Fleet Expansion Propel Revenue And Earnings Growth

Expansion with Amazon and new Airbus 330 leases signal growth and diversification into international markets, boosting revenue prospects.
Articolo di analisi Sep 10

When Should You Buy Air Transport Services Group, Inc. (NASDAQ:ATSG)?

While Air Transport Services Group, Inc. ( NASDAQ:ATSG ) might not have the largest market cap around , it saw a...
Seeking Alpha Aug 28

Air Transport Services Group: A Buy On Market Stabilization And Amazon Opportunity

Summary Air Transport Services Group faces declining revenues and fixed costs, but the air freight market shows signs of stabilization, potentially benefiting the company. Second quarter revenues fell 7.7%, with operating income dropping 55%, highlighting the challenge of reducing costs amid soft demand. Positive developments include a new contract with Amazon and updated guidance for 2024, reflecting lower CapEx and incremental earnings improvements. Despite a complex environment, the stock is upgraded to "Buy" with a price target of $22.35, driven by long-term e-commerce growth trends. Read the full article on Seeking Alpha
Articolo di analisi Aug 11

Is There An Opportunity With Air Transport Services Group, Inc.'s (NASDAQ:ATSG) 22% Undervaluation?

Key Insights Air Transport Services Group's estimated fair value is US$20.00 based on 2 Stage Free Cash Flow to Equity...
Articolo di analisi Jul 17

Earnings Tell The Story For Air Transport Services Group, Inc. (NASDAQ:ATSG) As Its Stock Soars 29%

The Air Transport Services Group, Inc. ( NASDAQ:ATSG ) share price has done very well over the last month, posting an...
Articolo di analisi Jun 09

Should You Investigate Air Transport Services Group, Inc. (NASDAQ:ATSG) At US$12.39?

While Air Transport Services Group, Inc. ( NASDAQ:ATSG ) might not have the largest market cap around , it received a...
Articolo di analisi May 09

What You Can Learn From Air Transport Services Group, Inc.'s (NASDAQ:ATSG) P/E

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
Seeking Alpha May 08

Why Is Air Transport Services Group Stock Up? Amazon Is The Answer

Summary Air Transport Services Group's revenues declined by 3% in Q1 2024, with earnings per share of $0.16. The company's operating income fell from 30% to $33 million, resulting in a significant reduction in profits. ATSG has secured a new contract with Amazon to fly 10 additional freighters, leading to a surge in stock prices. Read the full article on Seeking Alpha
Articolo di analisi Mar 22

Air Transport Services Group's (NASDAQ:ATSG) Returns Have Hit A Wall

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
Articolo di analisi Feb 29

At US$12.19, Is Air Transport Services Group, Inc. (NASDAQ:ATSG) Worth Looking At Closely?

Air Transport Services Group, Inc. ( NASDAQ:ATSG ), is not the largest company out there, but it received a lot of...
Articolo di analisi Jan 18

Air Transport Services Group (NASDAQ:ATSG) Has No Shortage Of 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 Dec 19

Air Transport Services Group, Inc.'s (NASDAQ:ATSG) Earnings Are Not Doing Enough For Some Investors

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 17x, you may...
Articolo di analisi Oct 12

Does Air Transport Services Group (NASDAQ:ATSG) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Articolo di analisi Jul 20

Is There Now An Opportunity In Air Transport Services Group, Inc. (NASDAQ:ATSG)?

While Air Transport Services Group, Inc. ( NASDAQ:ATSG ) might not be the most widely known stock at the moment, it...
Articolo di analisi Jun 13

Air Transport Services Group (NASDAQ:ATSG) Has A Somewhat Strained Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Articolo di analisi Feb 26

An Intrinsic Calculation For Air Transport Services Group, Inc. (NASDAQ:ATSG) Suggests It's 35% Undervalued

Key Insights The projected fair value for Air Transport Services Group is US$31.19 based on 2 Stage Free Cash Flow to...
Articolo di analisi Feb 03

Is Air Transport Services Group (NASDAQ:ATSG) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Articolo di analisi Oct 26

Does Air Transport Services Group (NASDAQ:ATSG) Have A Healthy Balance Sheet?

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 Sep 20

With EPS Growth And More, Air Transport Services Group (NASDAQ:ATSG) Makes An Interesting Case

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Mike Berger rispetto agli utili di Air Transport Services Group?
DataCompenso totaleStipendioUtili della società
Dec 31 2024n/an/a

US$27m

Sep 30 2024n/an/a

-US$3m

Jun 30 2024n/an/a

US$18m

Mar 31 2024n/an/a

US$48m

Dec 31 2023US$2mUS$522k

US$60m

Sep 30 2023n/an/a

US$118m

Jun 30 2023n/an/a

US$151m

Mar 31 2023n/an/a

US$167m

Dec 31 2022US$2mUS$460k

US$196m

Sep 30 2022n/an/a

US$199m

Jun 30 2022n/an/a

US$211m

Mar 31 2022n/an/a

US$236m

Dec 31 2021US$1mUS$405k

US$229m

Sep 30 2021n/an/a

US$187m

Jun 30 2021n/an/a

US$119m

Mar 31 2021n/an/a

-US$66m

Dec 31 2020US$1mUS$386k

US$25m

Sep 30 2020n/an/a

-US$18m

Jun 30 2020n/an/a

US$93m

Mar 31 2020n/an/a

US$171m

Dec 31 2019US$1mUS$339k

US$60m

Sep 30 2019n/an/a

US$96m

Jun 30 2019n/an/a

US$24m

Mar 31 2019n/an/a

US$75m

Dec 31 2018US$796kUS$259k

US$68m

Compensazione vs Mercato: La retribuzione totale di Mike ($USD 1.91M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 5.45M ).

Compensazione vs guadagni: La retribuzione di Mike è aumentata di oltre il 20%, mentre gli utili aziendali sono diminuiti di oltre il 20% nell'ultimo anno.


AMMINISTRATORE DELEGATO

Mike Berger (62 yo)

less than a year
Mandato
US$1,906,098
Compensazione

Mr. Michael L. Berger, also known as Mike, is Chief Executive Officer and Director of Air Transport Services Group, Inc. from June 4, 2024. Mr. Berger served as President at Air Transport Services Group, I...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Joseph Hete
Executive Chairman21.7yrsUS$1.66m1.09%
$ 16.0m
Michael Berger
CEO & Directorless than a yearUS$1.91m0.23%
$ 3.4m
Jeffrey Dominick
Presidentless than a yearUS$199.99k0.13%
$ 2.0m
Quint Turner
Chief Financial Officer17.2yrsUS$1.75m0.50%
$ 7.3m
Edward Koharik
Chief Operating Officer5.6yrsUS$1.57m0.16%
$ 2.3m
W. Payne
Chief Legal Officer & Secretary26.3yrsUS$1.56m0.37%
$ 5.4m
Ernie Hayes
Vice President of Human Capital1yrNessun datoNessun dato
Cagney France
Chief Commercial Officerless than a yearNessun dato0.11%
$ 1.6m
Matthew Fedders
VP & Corporate Controller16.8yrsNessun dato0.086%
$ 1.3m
1.0yrs
Durata media
60yo
Età media

Gestione esperta: Il team dirigenziale di ATSG non è considerato esperto (durata media 1 anni), il che suggerisce un nuovo team.


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Joseph Hete
Executive Chairman21.7yrsUS$1.66m1.09%
$ 16.0m
Michael Berger
CEO & Directorless than a yearUS$1.91m0.23%
$ 3.4m
Phyllis Campbell
Independent Director4.3yrsUS$199.99k0.027%
$ 399.1k
Jeffrey Vorholt
Independent Director21.3yrsUS$219.99k0.082%
$ 1.2m
Paul Williams
Independent Director4.3yrsUS$212.49k0%
$ 0
Randy Rademacher
Lead Independent Director18.3yrsUS$234.99k0.11%
$ 1.7m
John Teets
Independent Director16.2yrsUS$212.49k0.012%
$ 179.4k
Laura Peterson
Independent Director6.8yrsUS$199.99k0.033%
$ 492.8k
Raymond Johns
Independent Director7.5yrsUS$199.99k0.059%
$ 862.4k
7.5yrs
Durata media
67yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di ATSG sono considerati esperti (durata media dell'incarico 7.5 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2025/04/10 07:41
Prezzo dell'azione a fine giornata2025/04/10 00:00
Utili2024/12/31
Utili annuali2024/12/31

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

Air Transport Services Group, Inc. è coperta da 8 analisti. 5 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
Kevin SterlingBenchmark Company
Kenneth HoexterBofA Global Research
Ian ZaffinoOppenheimer & Co. Inc.