LANXESS Aktiengesellschaft

XTRA:LXS 株式レポート

時価総額：€1.6b

LANXESS マネジメント

マネジメント 基準チェック /24

現在、CEO に関する十分な情報がありません。

主要情報

Matthias Zachert

最高経営責任者

€4.6m

報酬総額

CEO給与比率30.40%
CEO在任期間12.1yrs
CEOの所有権n/a
経営陣の平均在職期間6.7yrs
取締役会の平均在任期間5.2yrs

経営陣の近況

Recent updates

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

Jan 02
A Look At The Fair Value Of LANXESS Aktiengesellschaft (ETR:LXS)

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.

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

Dec 15
Does LANXESS (ETR:LXS) Have A Healthy Balance Sheet?

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.

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.

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.

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.

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.

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.

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

Jul 03
Is LANXESS Aktiengesellschaft (ETR:LXS) Trading At A 46% Discount?
User avatar

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.

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

Mar 07
Why Investors Shouldn't Be Surprised By LANXESS Aktiengesellschaft's (ETR:LXS) 25% Share Price Surge

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

Jan 31
LANXESS (ETR:LXS) Use Of Debt Could Be Considered Risky

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

Jan 07
Why We're Not Concerned About LANXESS Aktiengesellschaft's (ETR:LXS) Share Price

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

Oct 30
Does LANXESS (ETR:LXS) Have A Healthy Balance Sheet?

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

Sep 07
Why We're Not Concerned About LANXESS Aktiengesellschaft's (ETR:LXS) Share Price

Is LANXESS (ETR:LXS) Using Debt Sensibly?

Jul 23
Is LANXESS (ETR:LXS) Using Debt Sensibly?

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

May 27
Is It Too Late To Consider Buying LANXESS Aktiengesellschaft (ETR:LXS)?

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

May 08
Why Investors Shouldn't Be Surprised By LANXESS Aktiengesellschaft's (ETR:LXS) P/S

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

Apr 20
Is There An Opportunity With LANXESS Aktiengesellschaft's (ETR:LXS) 42% Undervaluation?

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

Mar 22
Is LANXESS (ETR:LXS) Weighed On By Its Debt Load?

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

Jan 27
What You Can Learn From LANXESS Aktiengesellschaft's (ETR:LXS) P/S

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

Dec 05
Is LANXESS (ETR:LXS) Using Too Much Debt?

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

Nov 01
A Look At The Fair Value Of LANXESS Aktiengesellschaft (ETR:LXS)

CEO報酬分析

LANXESS の収益と比較して、Matthias Zachert の報酬はどのように変化したか？
日付総報酬給与会社業績
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

報酬と市場: Matthiasの 総報酬 ($USD 5.40M ) は、 German市場 ($USD 1.96M ) の同規模の企業の平均を上回っています。

報酬と収益: Matthiasの報酬は増加しましたが、会社は利益を上げていません。

CEO

Matthias Zachert (58 yo)

12.1yrs
在職期間
€4,605,000
報酬

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...

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Matthias Zachert
Chairman of the Board of Management12.1yrs€4.61mデータなし
Oliver Stratmann
CFO & Member of the Management Board2.7yrs€1.02mデータなし
Hubert Fink
Member of the Board of Management10.6yrs€2.01mデータなし
Frederique van Baarle
Member of the Board of Management & Labor Director3.1yrs€1.28mデータなし
Katja Borghaus
Head of Human Resources4.8yrsデータなしデータなし
Marcel Beermann
Head of Procurement & Logistics Group Function5.9yrsデータなしデータなし
Jorge Nogueira
Head of Tire & Speciality Rubbers Business Unit11.3yrsデータなしデータなし
Wolfgang Schmitz
Managing Director of Saltigo Gmbhno dataデータなしデータなし
Stephan Spiegelhauer
Head of the Global Competence Center Paints & Coatings - Inorganic Pigments Business Unitno dataデータなしデータなし
Thomas Duletzki
Head of the Mergers & Acquisitions Group7.4yrsデータなしデータなし
Ingo Drechsler
Head of External Relationsno dataデータなしデータなし
Neelanjan Banerjee
Head of Lubricants Additives Businessno dataデータなしデータなし
6.7yrs
平均在職期間
54yo
平均年齢

経験豊富な経営陣: LXSの経営陣は経験豊富で経験豊富です（平均在職期間は6.7年）。

取締役

名称ポジション在職期間報酬所有権
Lawrence Rosen
Independent Member of Supervisory Board11yrs€151.50kデータなし
Hans Van Bylen
Independent Member of Supervisory Board5.8yrs€189.00kデータなし
Hans Müller
Member of Supervisory Board2yrs€87.82kデータなし
Rainier van Roessel
Chairman of Supervisory Board4yrs€258.47kデータなし
Pamela Knapp
Independent Member of Supervisory Board8yrs€181.50kデータなし
Heike Hanagarth
Independent Member of Supervisory Board9.8yrs€105.50kデータなし
Manuela Strauch
Independent Member of Supervisory Board10.8yrs€143.00kデータなし
Birgit Biermann
Vice Chairwomen of the Supervisory Board1yrデータなしデータなし
Armando Dente
Independent Member of the Supervisory Board5.8yrs€141.50kデータなし
Iris Schmitz
Member of Supervisory Board4.6yrs€141.50kデータなし
Cem Güner
Member of the Supervisory Board1yrデータなしデータなし
Carsten Hesse
Member of the Supervisory Board1yrデータなしデータなし
5.2yrs
平均在職期間
63yo
平均年齢

経験豊富なボード: LXSの 取締役会 は 経験豊富 であると考えられます ( 5.2年の平均在任期間)。

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/04 13:19
終値2026/04/30 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

LANXESS Aktiengesellschaft 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。35

アナリスト機関
James KnightBarclays
Anil ShenoyBarclays
Andres Castanos-MollorBerenberg