thyssenkrupp AG

XTRA:TKA 株式レポート

時価総額：€6.7b

thyssenkrupp マネジメント

マネジメント 基準チェック /34

thyssenkruppの CEO はMiguel Lopez Borregoで、 Jun2023年に任命され、 の在任期間は 2.92年です。 は、会社の株式の0.001%を直接所有しており、その価値は€ 80.64K 。経営陣と取締役会の平均在任期間はそれぞれ2.6年と6.3年です。

主要情報

Miguel Lopez Borrego

最高経営責任者

n/a

報酬総額

CEO給与比率n/a
CEO在任期間2.9yrs
CEOの所有権0.001%
経営陣の平均在職期間2.6yrs
取締役会の平均在任期間6.3yrs

経営陣の近況

Recent updates

ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
分析記事 • 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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新しいナラティブ • 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.
分析記事 • 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...

CEO報酬分析

thyssenkrupp の収益と比較して、Miguel Lopez Borrego 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

€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

報酬と市場: Miguelの 総報酬 がGerman市場の同規模の企業と比較して妥当かどうかを判断するにはデータが不十分です。

報酬と収益: Miguelの報酬は、過去 1 年間の会社の業績と一致しています。

CEO

Miguel Lopez Borrego (60 yo)

2.9yrs
在職期間
€2,344,000
報酬

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...

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
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€1.12mデータなし
Ilse Henne
Member of Executive Board2.3yrs€1.10mデータなし
Axel Hamann
CFO & Member of Executive Board1yrデータなしデータなし
Wilfried von Rath
Chief Human Resources Officer & Member of Executive Board1.1yrsデータなしデータなし
Thomas Empelmann
Head of Corporate Financeno dataデータなしデータなし
Andreas Trösch
Head of Investor Relationsno dataデータなしデータなし
Stefan Schmitt
Head of Corp. Function HR Strategy and Head of Corp. Function People Dev & Executives Management9.6yrsデータなしデータなし
Peter Walker
Chief Executive Officer of Elevator Technology Business Area8.3yrsデータなしデータなし
Volker Hellberg
Chief Executive Officer of Industrial Solutions Unit - Saudi Arabia7yrsデータなしデータなし
Christian Schulte
Head of Investor Relations - thyssenkrupp Elevatorno dataデータなしデータなし
Patrick Buchmann
Chief Executive Officer of Forged Technologiesno dataデータなしデータなし
2.6yrs
平均在職期間
55.5yo
平均年齢

経験豊富な経営陣: TKAの経営陣は 経験豊富 であると考えられます ( 2.6年の平均在職年数)。

取締役

名称ポジション在職期間報酬所有権
Verena Volpert
Independent Member of Supervisory Board5.6yrs€141.00kデータなし
Stefan Buchner
Independent Member of Supervisory Board5.3yrs€96.50kデータなし
Jurgen Kerner
Vice Chairman of Supervisory Board6.3yrs€186.50kデータなし
Wolfgang Colberg
Independent Member of the Supervisory Board7.4yrs€111.00kデータなし
Siegfried Russwurm
Independent Chairman of Supervisory Board7.1yrs€292.00kデータなし
Bernhard Gunther
Independent Member of Supervisory Board6.3yrs€174.50kデータなし
Ingo Luge
Independent Member of the Supervisory Board6.3yrs€114.00kデータなし
Angelika Gifford
Independent Member of Supervisory Board6.5yrs€75.00kデータなし
Ursula Gather
Independent Member of the Supervisory Board8.3yrs€115.00kデータなし
Tanja Jacquemin
Employee Representative Member of Supervisory Board10.2yrs€110.00kデータなし
Tekin Nasikkol
Employee Representative Member of Supervisory Board5.8yrs€193.93kデータなし
Daniela Jansen
Employee Representative Member of Supervisory Board5.3yrs€114.23kデータなし
6.3yrs
平均在職期間
61yo
平均年齢

経験豊富なボード: TKAの 取締役会 は 経験豊富 であると考えられます ( 6.3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2026/05/07 10:38
終値2026/05/07 00:00
収益2025/12/31
年間収益2025/09/30

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

thyssenkrupp AG 8 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。26

アナリスト機関
Volker BosseBaader Helvea Equity Research
Christian ObstBaader Helvea Equity Research
David Simon ButlerBarclays