Rexel S.A.

ENXTPA:RXL 株式レポート

時価総額:€10.5b

Rexel マネジメント

マネジメント 基準チェック /34

Rexelの CEO はGuillaume Jean Texierで、 Sep2021年に任命され、 の在任期間は 4.83年です。 の年間総報酬は€ 4.02Mで、 20.4%給与と79.6%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.038%を直接所有しており、その価値は€ 3.97M 。経営陣と取締役会の平均在任期間はそれぞれ4.7年と4.6年です。

主要情報

Guillaume Jean Texier

最高経営責任者

€4.0m

報酬総額

CEO給与比率20.43%
CEO在任期間4.8yrs
CEOの所有権0.04%
経営陣の平均在職期間4.7yrs
取締役会の平均在任期間4.6yrs

経営陣の近況

Recent updates

分析記事 Jul 30

Rexel S.A. (EPA:RXL) Interim Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Shareholders might have noticed that Rexel S.A. ( EPA:RXL ) filed its half-year result this time last week. The early...
ナラティブ更新 Jul 21

RXL: Higher Earnings Expectations Will Increase Execution Risk On Bolt On Deals

Rexel's updated analyst price target moves higher to about €30.14 from roughly €25.97. This reflects analysts' refreshed assumptions on slightly stronger revenue growth, modestly higher profit margins and a higher future P/E multiple supported by recent target increases to €42.50 to €44.50 in Street research.
ナラティブ更新 Jul 07

RXL: Future Upside Will Hinge On Execution Against Higher Expectations

The analyst price target for Rexel has been raised from €34.68 to €38.48. The change is mainly linked to updated assumptions for revenue growth and profit margin, and is supported by recent Overweight views and higher price targets from several banks.
ナラティブ更新 Jun 23

RXL: Mixed Ratings And Bolt On Deals Will Support Future Repricing

The analyst price target for Rexel is now set at €45.0, unchanged overall but supported by slightly adjusted model inputs and mixed recent analyst views following both an upgrade and a downgrade on the stock. Analyst Commentary Recent commentary on Rexel has been mixed, with one fresh downgrade and a recent upgrade.
ナラティブ更新 Jun 09

RXL: Mixed Ratings Will Pressure Execution As Bolt On Acquisitions Continue

Analysts have slightly adjusted their fair value estimate for Rexel from €26.04 to €25.97, reflecting updated views on revenue growth, profit margins and the stock's future P/E multiple, following mixed recent research that included both an upgrade and a downgrade. Analyst Commentary Recent research on Rexel has been mixed, with one upgrade and one downgrade arriving in quick succession.
ナラティブ更新 May 26

RXL: Higher Fair Value And Mixed Ratings Will Support Future Repricing

Analysts now estimate Rexel's fair value at €45.0, up from €43.1. They link this change to recent mixed rating actions and updated views on revenue growth, margins and the stock's future P/E. Analyst Commentary Recent research on Rexel has been mixed, with both upgrades and downgrades coming through, but the fair value revisions and rating changes still highlight a constructive angle from several bullish analysts.
ナラティブ更新 May 10

RXL: Mixed Ratings And Higher Discount Rate Will Pressure 2026 Execution

Rexel's updated analyst price target moves slightly lower to about €26.04 from roughly €26.45, as analysts factor in a higher discount rate, adjust revenue growth and margin expectations, and reflect a modestly lower future P/E multiple, alongside mixed recent Street views including an upgrade, a downgrade, and a raised €40 target. Analyst Commentary Recent Street research on Rexel reflects a mix of views, with some analysts taking a more cautious stance even as others keep constructive ratings and higher long term targets such as the €40 level cited in one report.
ナラティブ更新 Apr 20

RXL: Buybacks And Refined Earnings Profile Will Support Future Share Repricing

Rexel's analyst price target edges up to about €43.10, as analysts factor in slightly revised discount rate, revenue growth, profit margin and future P/E assumptions in light of recent mixed rating actions and target increases from the Street. Analyst Commentary Recent research paints a mixed picture for Rexel, but there is a clear cluster of bullish analysts pointing to upside potential as they refresh their models and targets.
ナラティブ更新 Apr 06

RXL: Higher P/E Assumptions Will Tighten Cushion For 2026 Execution

Rexel's analyst price targets have moved higher, with recent adjustments including increases to €40 and €41.80, alongside a €35 target. These updates support a modest recalibration of fair value to about €26.45 as analysts consider updated revenue growth, profit margins and future P/E assumptions.
ナラティブ更新 Mar 23

RXL: Elevated Expectations And Share Repurchases Will Tighten Cushion For 2026 Execution

Rexel's analyst price target has been raised, with recent moves such as Morgan Stanley lifting its target to €40 and JPMorgan to €41.80. This supports a modest increase in fair value to €26.70 as analysts factor in slightly higher revenue growth, profit margins and future P/E assumptions, even as one firm shifted to a Hold rating on valuation grounds with a €35 target.
ナラティブ更新 Mar 08

RXL: Higher P/E Expectations And Buybacks Will Support Future Share Repricing

Rexel's analyst fair value estimate has moved from €33.0 to €43.0. This change reflects higher Street price targets around €40 to €41.80, as well as updated assumptions for revenue growth, discount rate and future P/E, even as some analysts flag valuation with a Hold stance. Analyst Commentary Recent Street research on Rexel centers on higher price targets, with several bullish analysts marking their expectations in a €40 to €41.80 range, even as one firm cites valuation in shifting to a Hold stance with a €35 target.
ナラティブ更新 Feb 22

RXL: Rising Execution Demands Will Tighten Cushion As Share Repurchases Continue

Rexel's analyst price targets have edged higher, with our fair value estimate moving from €25.62 to €26.46 as analysts factor in updated Street research that includes higher targets from Citi and JPMorgan, alongside a valuation-driven downgrade to Hold from Kepler Cheuvreux. Analyst Commentary Recent Street research presents a mixed picture for Rexel, with some analysts lifting price targets while others are flagging valuation and execution risks.
分析記事 Feb 15

Rexel (EPA:RXL) Has Announced A Dividend Of €1.20

Rexel S.A. ( EPA:RXL ) will pay a dividend of €1.20 on the 13th of May. This means the annual payment will be 3.3% of...
分析記事 Feb 14

Rexel S.A. (EPA:RXL) Just Released Its Full-Year Earnings: Here's What Analysts Think

Shareholders might have noticed that Rexel S.A. ( EPA:RXL ) filed its full-year result this time last week. The early...
ナラティブ更新 Feb 07

RXL: Elevated Expectations Will Pressure Shares As Valuation Cushion Narrows

Analysts have nudged their Rexel price targets higher, with recent Street research lifting fair value to about €25.62 as they factor in slightly stronger revenue growth, a modestly improved profit margin, and a small adjustment to future P/E assumptions. Analyst Commentary Recent Street research on Rexel sends a mixed signal, with headline price targets moving higher but some caution creeping into the tone.
ナラティブ更新 Jan 24

RXL: Future Returns Likely Balanced Between Limited Upside And Execution Risks

Narrative Update The analyst fair value estimate for Rexel has been raised from €30.96 to €34.68. This change reflects updated price targets from analysts, including recent increases to €41.80 and €35 that are linked to their latest views on valuation and future P/E assumptions.
ナラティブ更新 Jan 09

RXL: Share Momentum Will Weaken As Residential Recovery Expectations Prove Overstated

Our price target for Rexel is unchanged even as recent Street research has nudged individual targets higher, with analysts citing valuation constraints, softer assumptions for growth and margins, and a higher implied P/E multiple in their updated views. Analyst Commentary Recent Street research on Rexel shows a split view, with JPMorgan lifting its price target to €41.80 and keeping an Overweight stance, while several Bearish analysts are turning more cautious even as they edge price targets higher.
ナラティブ更新 Dec 26

RXL: Share Momentum Will Fade As Residential Recovery Upside Diminishes

The analyst price target for Rexel has edged down slightly to EUR 28 from EUR 30, as analysts point to limited incremental pricing traction in recent quarters and a view that a European residential market recovery is already largely reflected in the current share price. Analyst Commentary Bearish analysts have recently tempered their expectations for Rexel, arguing that much of the anticipated recovery in key end markets is already reflected in the valuation.
ナラティブ更新 Dec 12

RXL: Share Momentum Will Fade As Pricing Traction Weakens

We raise our Rexel price target by EUR 5 to EUR 25. This reflects analysts' view that modestly stronger long term revenue growth and a higher justified earnings multiple offset near term caution following recent Hold and Equal Weight ratings and largely unchanged Street price objectives around EUR 28 to EUR 30.
分析記事 Dec 01

Here's Why Rexel (EPA:RXL) Has A Meaningful Debt Burden

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
ナラティブ更新 Nov 28

RXL: Share Price Will Face Headwinds From Limited Pricing Momentum

Rexel's analyst price target has increased modestly from €29.96 to €30.96, as analysts cite slightly improved growth and profitability outlooks. This comes despite muted pricing traction and a recovery for the residential market that is already reflected in the price.
分析記事 Nov 16

Rexel (EPA:RXL) Is Doing The Right Things To Multiply Its Share Price

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
ナラティブ更新 Nov 14

RXL: Share Price Will Reflect Stable Outlook Amid Limited Pricing Gains

Analysts have adjusted Rexel's price target modestly downward from EUR 31 to EUR 30, citing limited pricing gains in recent quarters and the recovery in the share price already being reflected. Analyst Commentary Recent coverage of Rexel reflects a more cautious stance from analysts, with updates highlighting ongoing challenges and recalibrated expectations for the business.
ナラティブ更新 Oct 30

RXL: Recent Price Moves And Market Caution Will Shape Future Momentum

Analysts have raised their price target for Rexel from approximately EUR 28.79 to EUR 29.96. They cite modest improvements in fair value and projected financial metrics, despite ongoing concerns about limited pricing momentum and market recovery already reflected in the share price.
ナラティブ更新 Oct 16

North American Data Centers And Broadband Will Advance Smart Infrastructure

Analysts have slightly increased their fair value estimate for Rexel from €28.32 to €28.79. This change reflects updated perspectives on modest profit margins and tempered revenue growth as market expectations evolve.
ナラティブ更新 Sep 09

North American Data Centers And Broadband Will Advance Smart Infrastructure

Analysts maintained a positive outlook on Rexel, citing improved margins, ongoing digital transformation, and strong capital returns, resulting in an unchanged consensus price target at €28.32. Analyst Commentary Bullish analysts raised targets in response to improved margin expansion and sustained profitability in core markets.
分析記事 Aug 27

We Think Rexel (EPA:RXL) Is Taking Some Risk With Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 Aug 13

Investors Still Waiting For A Pull Back In Rexel S.A. (EPA:RXL)

Rexel S.A.'s ( EPA:RXL ) price-to-earnings (or "P/E") ratio of 31.6x might make it look like a strong sell right now...
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新しいナラティブ Feb 23

Focus On Electrification And AI Will Boost Future Operational Efficiency

Market share gains and strategic expansion in North America position Rexel for potential revenue growth despite economic challenges.

CEO報酬分析

Rexel の収益と比較して、Guillaume Jean Texier 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

€669m

Mar 31 2026n/an/a

€629m

Dec 31 2025€4m€820k

€589m

Sep 30 2025n/an/a

€418m

Jun 30 2025n/an/a

€248m

Mar 31 2025n/an/a

€293m

Dec 31 2024€3m€800k

€339m

Sep 30 2024n/an/a

€519m

Jun 30 2024n/an/a

€698m

Mar 31 2024n/an/a

€736m

Dec 31 2023€4m€800k

€775m

Sep 30 2023n/an/a

€833m

Jun 30 2023n/an/a

€891m

Mar 31 2023n/an/a

€907m

Dec 31 2022€4m€800k

€922m

Sep 30 2022n/an/a

€854m

Jun 30 2022n/an/a

€786m

Mar 31 2022n/an/a

€692m

Dec 31 2021€2m€267k

€597m

報酬と市場: Guillaume Jeanの 総報酬 ($USD 4.62M ) は、 French市場 ($USD 5.64M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Guillaume Jeanの報酬は過去 1 年間で 20% 以上増加しました。


CEO

Guillaume Jean Texier (52 yo)

4.8yrs
在職期間
€4,015,062
報酬

Mr. Guillaume Jean Philippe Texier serves as CEO & Director for Rexel S.A. since September 1, 2021. He has been an Independent Director of Veolia Environnement SA since April 21, 2016. He was Senior Vice-P...


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
Guillaume Jean Texier
CEO & Director4.8yrs€4.02m0.038%
€ 4.0m
Laurent Delabarre
Group Chief Financial Officer - Leading the China & India Cluster9.2yrsデータなしデータなし
Ludovic Debailleux
Investors Relations Directorno dataデータなしデータなし
Julien Neuschwander
Group Chief Digital & Marketing Officer1yrデータなしデータなし
Martin Maurer
Group Human Resources Officerless than a yearデータなしデータなし
Roger Little
Chief Executive Officer of USA12.3yrsデータなしデータなし
Thomas Moreau
Chief Executive Officer of France6.8yrsデータなしデータなし
Nour Mejri
Chief Strategy Officerno dataデータなしデータなし
Antoine Audureau
Group Chief Procurement Officerno dataデータなしデータなし
Thomas Stadlhofer
CEO Austriano dataデータなしデータなし
Odile Molle
Group Chief Strategy & Transformation Officerless than a yearデータなしデータなし
Isabelle Hoepfner-Leger
Group General Secretary4.5yrsデータなしデータなし
4.7yrs
平均在職期間
52yo
平均年齢

経験豊富な経営陣: RXLの経営陣は 経験豊富 であると考えられます ( 4.7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
Guillaume Jean Texier
CEO & Director4.8yrs€4.02m0.038%
€ 4.0m
Agnes Touraine
Independent Chairwoman9.4yrs€400.00k0.0030%
€ 312.1k
Steven Borges
Independent Director3.3yrs€87.50k0.00034%
€ 35.9k
Barbara Dalibard
Independent Director4.6yrs€95.00k0.00082%
€ 86.5k
Francois Auque
Independent Director7.2yrs€105.00k0.0010%
€ 107.6k
Catherine Vandenborre
Independent Director2.3yrs€80.00k0.00034%
€ 35.9k
Brigitte Cantaloube
Independent Director6.4yrs€95.00k0.00061%
€ 64.3k
Robert Schuchna
Non-Independent Member of the Boardless than a year€32.40k0.0051%
€ 537.8k
Toni Killebrew
Employee Representative Director5.7yrs€90.00k0.000020%
€ 2.1k
Antoine Hermelin
Employee Representative Director3.3yrs€80.00k0.0019%
€ 201.4k
Eric Labaye
Independent Director2.3yrs€80.00k0.00034%
€ 35.9k
4.6yrs
平均在職期間
58yo
平均年齢

経験豊富なボード: RXLの 取締役会経験豊富 であると考えられます ( 4.6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2026/07/31 18:24
終値2026/07/31 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

Rexel S.A. 11 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。24

アナリスト機関
George FeatherstoneBarclays
Philip BullerBerenberg
Alasdair LeslieBernstein