Hapag-Lloyd Aktiengesellschaft

XTRA:HLAG 株式レポート

時価総額：€19.4b

Hapag-Lloyd マネジメント

マネジメント 基準チェック /34

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

€4.4m

報酬総額

CEO給与比率22.95%
CEO在任期間12.1yrs
CEOの所有権n/a
経営陣の平均在職期間6.5yrs
取締役会の平均在任期間9yrs

経営陣の近況

Recent updates

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.

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.

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.

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.

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.

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.

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.

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

Jan 26
Does Hapag-Lloyd (ETR:HLAG) Have A Healthy Balance Sheet?

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.

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

Jan 11
Hapag-Lloyd Aktiengesellschaft's (ETR:HLAG) Price Is Right But Growth Is Lacking

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%.

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.

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.

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.

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

Nov 04
Is Hapag-Lloyd Aktiengesellschaft (ETR:HLAG) Expensive For A Reason? A Look At Its Intrinsic Value

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.

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.

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.

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

Oct 02
Hapag-Lloyd Aktiengesellschaft's (ETR:HLAG) Earnings Are Not Doing Enough For Some Investors

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

Sep 16
Does Hapag-Lloyd (ETR:HLAG) Have A Healthy Balance Sheet?

What Is Hapag-Lloyd Aktiengesellschaft's (ETR:HLAG) Share Price Doing?

Sep 01
What Is Hapag-Lloyd Aktiengesellschaft's (ETR:HLAG) Share Price Doing?

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).

Hapag-Lloyd Aktiengesellschaft Just Beat Revenue By 9.6%: Here's What Analysts Think Will Happen Next

Aug 17
Hapag-Lloyd Aktiengesellschaft Just Beat Revenue By 9.6%: Here's What Analysts Think Will Happen Next

We Like These Underlying Return On Capital Trends At Hapag-Lloyd (ETR:HLAG)

Aug 12
We Like These Underlying Return On Capital Trends At Hapag-Lloyd (ETR:HLAG)

A Look At The Intrinsic Value Of Hapag-Lloyd Aktiengesellschaft (ETR:HLAG)

Jul 20
A Look At The Intrinsic Value Of Hapag-Lloyd Aktiengesellschaft (ETR:HLAG)

Hapag-Lloyd (ETR:HLAG) Seems To Use Debt Rather Sparingly

Jun 02
Hapag-Lloyd (ETR:HLAG) Seems To Use Debt Rather Sparingly

Earnings Miss: Hapag-Lloyd Aktiengesellschaft Missed EPS By 16% And Analysts Are Revising Their Forecasts

May 18
Earnings Miss: Hapag-Lloyd Aktiengesellschaft Missed EPS By 16% And Analysts Are Revising Their Forecasts
User avatar

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
Dec 31 2025n/an/a

€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 ($USD 5.11M ) は、 German市場 ($USD 5.70M ) 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 20% 以上増加しましたが、会社の収益は過去 1 年間で 20% 以上減少しました。

CEO

Rolf E. Jansen (59 yo)

12.1yrs
在職期間
€4,357,300
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 & CEO12.1yrs€4.36mデータなし
Mark Frese
CFO, Chief Procurement Officer & Member of Executive Board6.5yrs€3.04mデータなし
Maximilian Rothkopf
COO & Member of Executive Board7yrs€2.79mデータなし
Donya-Florence Amer
CHRO, Chief Information Officer4.3yrs€2.04mデータなし
Dheeraj Bhatia
Chief Terminal & Infrastructure Officer and Member of Executive Board2.3yrs€840.20kデータなし
Felix Albrecht
Employee Representative Member of Supervisory Board & Second Engineer Officer9.3yrs€123.50kデータなし
Silke Lehmkoster
Head of Fleet Management & Employee Representative Member of Supervisory Boardno data€166.20k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 East2.3yrsデータなしデータなし
6.5yrs
平均在職期間
52yo
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6.5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 Officer7.2yrs€123.50kデータなし
Silke Lehmkoster
Head of Fleet Management & Employee Representative Member of Supervisory Board3.7yrs€166.20kデータなし
Michael Behrendt
Independent Member of Supervisory Board11.4yrs€336.00kデータなし
Andreas Rittstieg
Member of Supervisory Board4yrs€96.00kデータなし
Karl Gernandt
Chairman of Supervisory Board17.2yrs€214.00kデータなし
Peter Graeser
Employee Representative Member of Supervisory Board2.5yrs€15.00kデータなし
Oscar Hasbun Martinez
Second Vice Chairman of Supervisory Board11.4yrs€222.00kデータなし
Sabine Nieswand
Employee Representative Member of Supervisory Board9.8yrs€123.50kデータなし
Klaus Schroeter
Employee Representative First Deputy Chairman of Supervisory Board9.8yrs€211.20kデータなし
Annabell Kroger
Employee Representative Member of Supervisory Board8.9yrs€138.70kデータなし
Turqi Alnowaiser
Independent Member of Supervisory Board8.3yrs€126.00kデータなし
Ali bin Jassim Bin Mohamed Jassim Al Thani
Independent Member of Supervisory Board9yrs€142.00kデータなし
9.0yrs
平均在職期間
63yo
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2026/05/02 07:17
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

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。20

アナリスト機関
Marco LimiteBarclays
Benjamin ThielmannBerenberg
Robert JoynsonBNP Paribas