Hapag-Lloyd Aktiengesellschaft

XTRA:HLAG 株式レポート

時価総額：€23.7b

Hapag-Lloyd マネジメント

マネジメント 基準チェック /44

現在、CEO に関する十分な情報がありません。

主要情報

Rolf E. Jansen

最高経営責任者

€3.9m

報酬総額

CEO給与比率25.86%
CEO在任期間12.4yrs
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9.3yrs

経営陣の近況

Recent updates

ナラティブ更新 • Sep 03

HLAG: Terminal Investment And Earnings Range Are Expected To Support Re Rating

The analyst price target for Hapag-Lloyd has moved from €131 to €135. Recent Street research has raised individual targets into a €70 to €115 range as analysts update their views on valuation and earnings power.
ナラティブ更新 • Aug 15

HLAG: Rising Profit Hopes Will Clash With Mounting Regulatory Setbacks

The analyst price target for Hapag-Lloyd has been revised higher in this update, with the fair value estimate moving from €99.60 to €102.30, supported by recent Street research that has lifted price targets into the €70 to €101 range while maintaining cautious ratings on the stock. Analyst Commentary Recent Street research on Hapag-Lloyd shows price targets moving within a relatively tight range, while ratings remain cautious.
ナラティブ更新 • Jul 21

HLAG: Elevated Profit Hopes And Geopolitical Tensions Will Pressure Future Returns

Hapag-Lloyd's analyst price target has been revised higher to €99.60 from €97.40, reflecting analysts' updated views on fair value, profitability assumptions, and long term P/E expectations after recent Street research lifts to €70 and €101 respectively from two major banks that both continue to express cautious ratings on the stock. Analyst Commentary Recent research on Hapag-Lloyd points to a mixed view, with higher price targets sitting alongside cautious stock ratings.
ナラティブ更新 • Jun 16

HLAG: Weaker Margins And Legal Risks Will Pressure Future Stock Returns

Analysts have trimmed their price target for Hapag-Lloyd stock by €2.60. This reflects updated views on fair value, revenue growth, profit margins and forward P/E multiples following recent research that included a €5 price target cut at Citi.
ナラティブ更新 • Jun 02

HLAG: ZIM Acquisition Is Expected To Support Earnings Resilience And Re Rating

Hapag-Lloyd's analyst price target has shifted lower from €145 to €131, as analysts factor in updated assumptions around profit margins, discount rates, and a substantially higher future P/E multiple, while also weighing recent mixed Street research that includes both a modest target cut and an upgrade to Hold. Analyst Commentary Recent Street research on Hapag-Lloyd presents a mixed picture, but there are clear pockets of optimism that investors are watching closely.
分析記事 • May 21

Hapag-Lloyd's (ETR:HLAG) Anemic Earnings Might Be Worse Than You Think

The subdued market reaction suggests that Hapag-Lloyd Aktiengesellschaft's ( ETR:HLAG ) recent earnings didn't contain...
ナラティブ更新 • Apr 30

HLAG: ZIM Deal And Slower Fleet Expansion Will Shape Future Returns

Analysts have trimmed their average Hapag-Lloyd price target slightly, with small cuts from banks such as Citi and Berenberg offset by a higher €149 target from an upgraded Hold rating. This reflects mixed views on the impact of slowing fleet growth and the proposed ZIM acquisition.
ナラティブ更新 • Apr 15

HLAG: ZIM Acquisition Risk And Compressed Margins Will Limit Future Upside

Analysts have trimmed Hapag-Lloyd's fair value estimate to €100 from €104.18, linking the modest shift to updated assumptions on discount rate, revenue growth and margins. They also highlighted recent research that points to slower fleet growth and the ZIM acquisition as key factors shaping the refreshed price views.
ナラティブ更新 • Apr 01

HLAG: ZIM Acquisition Progress Will Support Earnings Resilience And Re Rating

The analyst fair value estimate for Hapag-Lloyd has increased from €130 to €145, reflecting updated views on revenue growth, profitability and the P/E ratio, and citing factors such as slower fleet growth and the planned ZIM acquisition as key supports for the higher price target. Analyst Commentary Recent research points to a more constructive tone around Hapag-Lloyd, with several bullish analysts highlighting specific catalysts that they see as supportive for the updated fair value estimate of €145.
ナラティブ更新 • Mar 18

HLAG: ZIM Deal Uncertainty And Slower Fleet Expansion Will Restrict Future Upside

Narrative Update: Hapag-Lloyd The analyst price target for Hapag-Lloyd moves from €100.14 to €104.18. Analysts point to slowing fleet growth and the proposed ZIM acquisition, along with its perceived execution profile, as key supports for the revised view.
ナラティブ更新 • Mar 04

HLAG: ZIM Deal Uncertainty Will Outweigh Benefits From Methanol Fleet Renewal

Analysts have lowered their Hapag-Lloyd price target by €1, reflecting slightly revised assumptions for the discount rate, revenue growth and profit margin following recent deal-related commentary and sector research. Analyst Commentary Recent Street research around the proposed ZIM Integrated acquisition has given investors more detail on how some bullish analysts are thinking about Hapag-Lloyd's risk and reward profile.
ナラティブ更新 • Feb 17

HLAG: Methanol-Focused Fleet Renewal Will Support Margins Despite Revenue Headwinds

Analysts have trimmed their price targets on Hapag-Lloyd, with recent cuts of €1 and a move from €132 to €120. This reflects more cautious expectations on revenue trends, even as updated assumptions point to a higher profit margin and a lower future P/E multiple.
ナラティブ更新 • Feb 03

HLAG: Lowered Price Outlook Will Limit Upside Despite Planned Greener Fleet Expansion

Analysts have trimmed their price target for Hapag-Lloyd to €120 from €132, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E that together point to a more cautious outlook for the shares. Analyst Commentary Recent research points to a more measured stance on Hapag-Lloyd, with the revised €120 price target and a Hold rating signalling that analysts see a balance of upside and downside risks at current levels.
分析記事 • Jan 26

Does Hapag-Lloyd (ETR:HLAG) 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...
ナラティブ更新 • Jan 20

HLAG: Higher Required Returns Will Restrain Overvalued Shares Despite New Green Fleet Plans

Analysts have reduced their fair value estimate for Hapag-Lloyd by about €3 per share, bringing it in line with a lowered Street price target of €120 and reflecting updated views on discount rates, revenue trends and expected P/E levels. Analyst Commentary Bullish Takeaways Bullish analysts view the updated €120 target as broadly consistent with current assumptions on discount rates and P/E levels, suggesting the stock is closer to what they see as fair value after recent model adjustments.
分析記事 • Jan 11

Hapag-Lloyd Aktiengesellschaft's (ETR:HLAG) Price Is Right But Growth Is Lacking

With a price-to-earnings (or "P/E") ratio of 14.3x Hapag-Lloyd Aktiengesellschaft ( ETR:HLAG ) may be sending bullish...
ナラティブ更新 • Jan 05

HLAG: Lowered Fair Value Will Limit Upside Despite Efficiency Investments

Analysts have trimmed their price target on Hapag-Lloyd, with one recent Street target moving to €120 from €132. This reflects updated assumptions around a fair value of €65, a revised discount rate of 5.52%, adjusted revenue expectations, and a lower future P/E of 8.77x supported by higher projected profit margins of 8.43%.
ナラティブ更新 • Dec 14

HLAG: Revenue Headwinds Will Be Balanced By Margin And Brazil Terminal Upside

Analysts have reduced their price target on Hapag-Lloyd from EUR 140 to EUR 130, reflecting a more cautious outlook on revenue growth, partially offset by expectations for improved profit margins and a lower future P/E multiple. Analyst Commentary Bullish analysts note that the recent reduction in price targets largely reflects a recalibration of medium term expectations rather than a fundamental shift in the company’s long term earnings power.
ナラティブ更新 • Nov 30

HLAG: Rising Discount Rate Will Limit Shares As Sector Pressures Mount

Analysts have lowered their price target for Hapag-Lloyd from €132 to €120, citing slightly weaker growth forecasts and an uptick in the discount rate as key factors in the revision. Analyst Commentary Recent updates from street research reflect mixed perspectives on Hapag-Lloyd's outlook following the updated price target.
ナラティブ更新 • Nov 16

HLAG: Weaker Earnings Momentum Will Weigh On Shares Amid Ongoing Market Softness

Analysts have reduced their price target for Hapag-Lloyd, with levels now ranging from EUR 92 to EUR 132. They cite recent earnings results and updated company forecasts as key factors for the adjustment.
分析記事 • Nov 04

Is Hapag-Lloyd Aktiengesellschaft (ETR:HLAG) Expensive For A Reason? A Look At Its Intrinsic Value

Key Insights Hapag-Lloyd's estimated fair value is €97.77 based on 2 Stage Free Cash Flow to Equity Hapag-Lloyd is...
ナラティブ更新 • Nov 01

HLAG: Shipping Rates And Demand Uncertainty Will Drive Shares Lower

Analysts have slightly revised their price targets downward for Hapag-Lloyd, with fair value estimates trimming from approximately €107.09 to €104.91. This adjustment is due to model updates and cautious outlooks following recent earnings.
ナラティブ更新 • Oct 18

Container Shipping Demands Will Exacerbate Margin Compression

Analysts have lowered their price targets for Hapag-Lloyd, with notable reductions including EUR 132 from EUR 170 and EUR 92 from EUR 93. These changes are due to adjustments to models following the company's second-quarter results and updated earnings expectations.
ナラティブ更新 • Oct 04

Container Shipping Demands Will Exacerbate Margin Compression

Hapag-Lloyd's analyst price target has been adjusted downward, with recent updates reflecting a modest decrease. This change is driven by analysts responding to updated financial models and ongoing sector headwinds.
分析記事 • Oct 02

Hapag-Lloyd Aktiengesellschaft's (ETR:HLAG) Earnings Are Not Doing Enough For Some Investors

Hapag-Lloyd Aktiengesellschaft's ( ETR:HLAG ) price-to-earnings (or "P/E") ratio of 8.6x might make it look like a...
分析記事 • Sep 16

Does Hapag-Lloyd (ETR:HLAG) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
ナラティブ更新 • Aug 27

Container Shipping Demands Will Exacerbate Margin Compression

Despite a slight improvement in revenue growth forecasts, a modest reduction in Hapag-Lloyd’s future P/E ratio has contributed to the consensus analyst price target decreasing from €112.00 to €108.55. What's in the News Hapag-Lloyd raised its 2025 earnings guidance, now expecting Group EBIT of USD 0.25 to 1.25 billion (EUR 0.2 to 1.1 billion).
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新しいナラティブ • Nov 24

New Fleet And Gemini Network Challenge Margins But High Asia Demand Holds Promise

Elevated capital and operating expenses from ship purchases and regulatory compliance could strain cash flow and compress net margins, affecting near-term earnings.

CEO報酬分析

Hapag-Lloyd の収益と比較して、Rolf E. Jansen 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
Jun 30 2026n/an/a

€58m

Mar 31 2026n/an/a

€248m

Dec 31 2025€4m€1m

€910m

Sep 30 2025n/an/a

€2b

Jun 30 2025n/an/a

€2b

Mar 31 2025n/an/a

€3b

Dec 31 2024€4m€1m

€2b

Sep 30 2024n/an/a

€1b

Jun 30 2024n/an/a

€764m

Mar 31 2024n/an/a

€1b

Dec 31 2023€3m€1m

€3b

Sep 30 2023n/an/a

€6b

Jun 30 2023n/an/a

€11b

Mar 31 2023n/an/a

€15b

Dec 31 2022€3m€850k

€17b

Sep 30 2022n/an/a

€17b

Jun 30 2022n/an/a

€15b

Mar 31 2022n/an/a

€12b

Dec 31 2021€3m€800k

€9b

Sep 30 2021n/an/a

€6b

Jun 30 2021n/an/a

€3b

Mar 31 2021n/an/a

€2b

Dec 31 2020€3m€750k

€927m

Sep 30 2020n/an/a

€605m

Jun 30 2020n/an/a

€503m

Mar 31 2020n/an/a

€292m

Dec 31 2019€2m€750k

€362m

報酬と市場: Rolf E.の 総報酬 ($USD 4.46M ) は、 German市場 ($USD 5.94M ) の同様の規模の企業の平均とほぼ同じです。

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

CEO

Rolf E. Jansen (60 yo)

12.4yrs
在職期間
€3,867,600
報酬

Mr. Rolf E. Habben Jansen has been the Chief Executive Officer and Chairman of the Executive Board at Hapag-Lloyd Aktiengesellschaft since July 1, 2014 and its Member of Executive Board since joining in Ap...

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
Rolf E. Jansen
Chairman of the Executive Board & CEO12.4yrs€3.87mデータなし
Mark Frese
CFO, Chief Procurement Officer & Member of Executive Board6.8yrs€2.80mデータなし
Donya-Florence Amer
CHRO, Chief Information Officer4.6yrs€2.39mデータなし
Dheeraj Bhatia
Chief Terminal & Infrastructure Officer and Member of Executive Board2.7yrs€1.57mデータなし
Felix Albrecht
Employee Representative Member of Supervisory Board & Second Engineer Officer9.7yrs€123.50kデータなし
Silke Lehmkoster
Head of Fleet Management & Employee Representative Member of Supervisory Boardno data€141.70kデータなし
Michael Kastl
MD of Treasuryno dataデータなしデータなし
Thomas Mansfeld
General Counsel & Chief Compliance Officerno dataデータなしデータなし
Lars Sorensen
Senior Managing Director of Region Middle East2.7yrsデータなしデータなし
Anders Boenaes
Senior Managing Director of Network6.7yrsデータなしデータなし
6.7yrs
平均在職期間
53yo
平均年齢

経験豊富な経営陣: HLAG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
Felix Albrecht
Employee Representative Member of Supervisory Board & Second Engineer Officer7.5yrs€123.50kデータなし
Silke Lehmkoster
Head of Fleet Management & Employee Representative Member of Supervisory Board4yrs€141.70kデータなし
Michael Behrendt
Independent Member of Supervisory Board11.8yrs€336.00kデータなし
Andreas Rittstieg
Member of Supervisory Board4.3yrs€96.00kデータなし
Karl Gernandt
Chairman of Supervisory Board17.5yrs€241.80kデータなし
Peter Graeser
Employee Representative Member of Supervisory Board2.8yrs€123.50kデータなし
Oscar Hasbun Martinez
Second Vice Chairman of Supervisory Board11.8yrs€201.70kデータなし
Sabine Nieswand
Employee Representative Member of Supervisory Board10.1yrs€123.50kデータなし
Klaus Schroeter
Employee Representative First Deputy Chairman of Supervisory Board10.1yrs€210.50kデータなし
Annabell Kroger
Employee Representative Member of Supervisory Board9.3yrs€141.70kデータなし
Turqi Alnowaiser
Independent Member of Supervisory Board8.6yrs€126.00kデータなし
Ali bin Jassim Bin Mohamed Jassim Al Thani
Independent Member of Supervisory Board9.3yrs€145.00kデータなし
9.3yrs
平均在職期間
64yo
平均年齢

経験豊富なボード: HLAGの 取締役会 は 経験豊富 であると考えられます ( 9.3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2026/09/14 18:09
終値2026/09/14 00:00
収益2026/06/30
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

この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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 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

Hapag-Lloyd Aktiengesellschaft 9 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。22

アナリスト機関
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