Sodexo 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
Thierry Delaporte
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 | less than a year |
| CEOの所有権 | n/a |
| 経営陣の平均在職期間 | 7.4yrs |
| 取締役会の平均在任期間 | 5yrs |
経営陣の近況
Recent updates
ナラティブの更新 • Jun 04
SW: Reset Discount Rate And Mixed Execution Will Pressure Future Cash Flow Resilience
Analysts have adjusted the Sodexo fair value estimate from €51.15 to about €44.68. This reflects updated price targets in the €44 to €57 range and mixed views on revenue growth, margins and future P/E assumptions.
ナラティブの更新 • May 21
SW: Rebased Expectations Will Highlight Contract Wins And Margin Execution Potential
Analysts have made slight adjustments to the blended price target on Sodexo, with recent moves such as Citi lifting its target to €49. This comes alongside a cluster of reductions from other banks, generally reflecting updated views on revenue growth, margins and appropriate future P/E levels.ナラティブの更新 • May 01
SW: Rebased Market Expectations Will Highlight Execution And Cash Generation Potential
The analyst price target for Sodexo has shifted from €65.50 to €50.00. This change is broadly in line with recent cuts from several banks as analysts recalibrate their assumptions on growth, margins and future P/E multiples.分析記事 • Apr 18
There May Be Reason For Hope In Sodexo's (EPA:SW) Disappointing Earnings
The most recent earnings report from Sodexo S.A. ( EPA:SW ) was disappointing for shareholders. However, our analysis...
ナラティブの更新 • Apr 16
SW: Future Dividend Support Will Likely Reflect Mixed Execution And Repriced Earnings Risk
Analysts have trimmed the Sodexo fair value estimate by about €0.80 to €38.50, reflecting recent price target cuts across the Street and updated assumptions for the discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Street research has recently tilted more cautious on Sodexo, with several bearish analysts trimming price targets and revisiting their assumptions for growth and execution.ナラティブの更新 • Apr 02
SW: Future Dividend Support Will Likely Be Limited By Execution And Valuation Risks
The updated analyst price target for Sodexo moves slightly higher to about €39.29 from €39.00, reflecting analysts' adjusted views on growth, margins and P/E assumptions following a series of mixed price target revisions, including a recent upgrade at Jefferies alongside several target cuts from other banks. Analyst Commentary Recent research signals a split view on Sodexo, with one fresh upgrade set against a cluster of earlier, more cautious revisions that focus on valuation, execution and growth risks.ナラティブの更新 • Mar 18
SW: Discount Rate Reset And Dividend Will Support Future Cash Flow Resilience
The analyst price target for Sodexo has been trimmed slightly to €51.15 from €51.39 as analysts factor in a modestly higher discount rate, small adjustments to revenue growth and profit margin assumptions, and a cluster of recent price target cuts across the Street into the €45 to €57 range. Analyst Commentary Recent research has clustered Sodexo's price targets in a relatively tight band, with several trims over the past few months and ratings generally sitting in the middle of the range rather than at clear Buy or Sell extremes.ナラティブの更新 • Mar 04
SW: Future Dividend Support Will Likely Be Constrained By Execution Risks
We trim our Sodexo analyst price target by €1 to align with a series of recent reductions from €45 to €51 by major banks, as analysts factor in updated assumptions on discount rates, modest revenue growth expectations, and slightly softer margin forecasts. Analyst Commentary Recent Street research shows a clear tilt toward more cautious positioning on Sodexo, with several price targets adjusted lower and one downgrade in the mix.ナラティブの更新 • Feb 18
SW: Trimmed Outlook And Dividend Will Shape Future Cash Flow Resilience
The analyst fair value estimate for Sodexo has been trimmed by about €0.18 per share, following a series of price target cuts from around €52 to a range of roughly €45 to €51 as analysts factor in slightly lower long term growth and profitability expectations and modestly adjust discount rates. Analyst Commentary Recent research updates on Sodexo point to a more cautious stance, with several firms trimming price targets and, in one case, lowering the rating.ナラティブの更新 • Feb 04
SW: Higher Discount Rate And Dividend Support Ongoing Cash Flow Resilience
Analysts have trimmed their price expectations for Sodexo. Our updated fair value estimate has moved from €54.44 to €51.56, reflecting recent target cuts and more cautious assumptions on the discount rate, revenue growth, profit margins and future P/E multiples.ナラティブの更新 • Jan 21
SW: Reset Expectations Will Balance Dividend Support And Execution Risks
We are trimming our Sodexo fair value estimate from €51.35 to €39.00 as analysts broadly reset price targets, with several recent updates citing more cautious assumptions on growth, profitability and valuation multiples. Analyst Commentary Recent Street research on Sodexo has turned more cautious, with several bearish analysts trimming price targets and, in one case, cutting the rating.ナラティブの更新 • Jan 06
SW: Higher Discount Rate Will Still Support Cash Flow Resilience
Analysts have trimmed their price target on Sodexo to €58 from €63, citing updated views that are reflected in a slightly higher discount rate and marginally adjusted long term P/E assumptions in their models. Analyst Commentary Analysts are taking a more cautious stance on Sodexo after the latest price target move to €58 from €63, with the update mainly driven by a higher discount rate and adjusted long term P/E assumptions rather than any single new datapoint on the business.ナラティブの更新 • Dec 23
SW: Reset Expectations May Allow Upside From Efficiency Gains And Cash Flow Resilience
Analysts have lowered their price target on Sodexo from EUR 87.17 to EUR 65.50, citing a higher discount rate, slightly softer revenue growth and margin assumptions, and a reduced future P/E multiple that aligns with recent downward revisions in Street targets. Analyst Commentary Recent Street commentary reflects a more cautious stance on Sodexo's valuation, but bullish analysts still highlight several supportive factors for the medium term.分析記事 • Dec 17
Sodexo (EPA:SW) Has Announced That It Will Be Increasing Its Dividend To €2.70
Sodexo S.A. ( EPA:SW ) has announced that it will be increasing its dividend from last year's comparable payment on the...ナラティブの更新 • Dec 09
SW: Future CEO And Recurring Contracts Will Support Cash Flow Resilience
Analysts have modestly reduced their price target on Sodexo, trimming fair value expectations from approximately EUR 58 to EUR 54. This adjustment reflects slightly lower assumptions for revenue growth, profit margins, and future valuation multiples, as also evidenced by recent Street research.ナラティブの更新 • Nov 25
SW: Future CEO Appointment And Revenue Stability Will Support Improved Market Sentiment
Sodexo's analyst price target has been revised downward by approximately €1.25. Analysts cite slightly softer profit margins and a higher discount rate, even though revenue growth projections remain steady.分析記事 • Nov 20
Sodexo's (EPA:SW) Upcoming Dividend Will Be Larger Than Last Year's
Sodexo S.A.'s ( EPA:SW ) dividend will be increasing from last year's payment of the same period to €2.70 on 23rd of...ナラティブの更新 • Nov 05
SW: Future Leadership Transition and Expanding Contracts Will Drive Improved Sentiment
Analysts have revised Sodexo's average price target downward, decreasing it by approximately EUR 5 to EUR 59. This reflects a more cautious outlook based on updated profitability and growth expectations.分析記事 • Nov 03
Sodexo's (EPA:SW) Dividend Will Be Increased To €2.70
The board of Sodexo S.A. ( EPA:SW ) has announced that it will be paying its dividend of €2.70 on the 23rd of December...ナラティブの更新 • Oct 22
Analyst Commentary Highlights Adjusted Outlook for Sodexo Amid Leadership Change and Renewed Contracts
The analyst consensus price target for Sodexo has been lowered by EUR 2 to EUR 59. This change reflects slightly reduced expectations for revenue growth and profit margins, according to recent analyst updates.ナラティブの更新 • Oct 08
North American Education And Healthcare Deals Will Drive Future Success
Analysts have slightly reduced their price target for Sodexo from €61 to €59, citing minor adjustments in fair value and outlook metrics. Analyst Commentary Recent analysis reflects a nuanced view of Sodexo’s prospects, with opinions split between optimism regarding the company’s fundamentals and caution linked to valuation and execution risks.ナラティブの更新 • Sep 02
North American Education And Healthcare Deals Will Drive Future Success
Analysts have modestly reduced Sodexo’s price target to €66.78, citing concerns over slower margin improvement, uncertainty around client retention and new business wins, and persistent macroeconomic headwinds. Analyst Commentary Bearish analysts are reducing price targets, citing concerns around Sodexo’s near-term growth outlook.分析記事 • Aug 14
Sodexo S.A.'s (EPA:SW) Business And Shares Still Trailing The Market
ENXTPA:SW 1 Year Share Price vs Fair Value Explore Sodexo's Fair Values from the Community and select yours When close...分析記事 • Jun 17
Does Sodexo (EPA:SW) Have A Healthy Balance Sheet?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
新しいナラティブ • Nov 12
Critical Growth In Food And FM Services Boosts Potential Amid Expansion Challenges
Strategic acquisitions and a focused operational pivot are set to boost Sodexo's revenue growth and improve margins.CEO
Thierry Delaporte (59 yo)
less than a year
在職期間
Mr. Thierry Delaporte has been Group Chief Executive Officer of Sodexo S.A. since November 10, 2025. He is Chief Executive Officer of Sodexo North America since January 1, 2026. He was Independent Director...
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 |
|---|---|---|---|---|
| CEO Sodexo Live! & Worldwide and Director | 10.8yrs | €1.75m | 0.0083% € 608.6k | |
| Group CEO & Chief Executive Officer of Sodexo North America | less than a year | データなし | データなし | |
| Group Chief Financial Officer | 2.1yrs | データなし | データなし | |
| Group Chief Tech | no data | データなし | データなし | |
| Head of Investor Relations | no data | データなし | データなし | |
| Group General Counsel | 7.8yrs | データなし | データなし | |
| Group Chief Communications & Public Affairs Officer | no data | データなし | データなし | |
| Group Chief Human Resources Officer | 5.4yrs | データなし | データなし | |
| Chief Executive Officer of Pluxee | no data | データなし | データなし | |
| Chief Growth & Commercial Officer | 9.1yrs | データなし | データなし | |
| President of APMEA | 7.4yrs | データなし | データなし | |
| President of Europe | 7.4yrs | データなし | データなし |
7.4yrs
平均在職期間
51yo
平均年齢
経験豊富な経営陣: SWの経営陣は経験豊富で経験豊富です（平均在職期間は7.4年）。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO Sodexo Live! & Worldwide and Director | 36.9yrs | €1.75m | 0.0083% € 608.6k | |
| Director | 36.9yrs | €638.69k | 0.025% € 1.8m | |
| Non-Independent Director | 3.5yrs | €815.62k | データなし | |
| Lead Independent Director | 2.5yrs | €107.00k | 0.00051% € 37.5k | |
| Independent Director | 6.4yrs | €152.00k | 0.00027% € 19.8k | |
| Independent Director | less than a year | データなし | データなし | |
| Independent Director | less than a year | データなし | データなし | |
| Independent Director | 4.5yrs | €121.50k | 0.00027% € 19.8k | |
| Independent Director | 5.4yrs | €72.50k | 0.00027% € 19.8k | |
| Chairwoman | 36.9yrs | €2.94m | 0.0055% € 401.3k | |
| Employee Representative Director | 10.8yrs | €92.00k | データなし | |
| Employee Representative Director | 1.5yrs | €40.60k | データなし |
5.0yrs
平均在職期間
61.5yo
平均年齢
経験豊富なボード: SWの 取締役会 は 経験豊富 であると考えられます ( 5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 | 2026/06/14 23:52 |
| 終値 | 2026/06/12 00:00 |
| 収益 | 2026/02/28 |
| 年間収益 | 2025/08/31 |
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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
Sodexo S.A. 16 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 |
|---|---|
| Pravin Gondhale | Barclays |
| Jack Cummings | Berenberg |
| Stuart Gordon | Berenberg |