Shimmick Corporation

NasdaqCM:SHIM 株式レポート

時価総額:US$155.0m

Shimmick マネジメント

マネジメント 基準チェック /14

Shimmickの CEO はUral Yalで、 Dec2024年に任命され、 の在任期間は 1.42年です。 の年間総報酬は$ 1.55Mで、 51.7%給与と48.3%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0.48%を直接所有しており、その価値は$ 739.59K 。経営陣と取締役会の平均在任期間はそれぞれ1.1年と2.4年です。

主要情報

Ural Yal

最高経営責任者

US$1.5m

報酬総額

CEO給与比率51.70%
CEO在任期間1.4yrs
CEOの所有権0.5%
経営陣の平均在職期間1.1yrs
取締役会の平均在任期間2.4yrs

経営陣の近況

Recent updates

ナラティブの更新 May 12

SHIM: Buy Rating And New Projects Will Support Improved Risk Profile

Analysts have raised their price target on Shimmick to $5 from $3, reflecting updated views on the stock's risk profile, profitability outlook, and expected P/E range. Analyst Commentary Recent research highlights a shift in how some analysts view Shimmick's risk and reward tradeoff, reflected in the move to a $5 price target from $3 and an upgraded rating.
ナラティブの更新 Apr 27

SHIM: New Projects And Buy Rating Will Shape Measured Future Returns

Analysts have raised their price target on Shimmick to $5 from $3, citing updated views on the company’s risk profile and earnings potential as key reasons for the change. Analyst Commentary Recent research indicates that bullish analysts see the higher US$5 price target as better aligned with their current view of Shimmick’s risk and earnings profile, while still leaving room for execution questions.
ナラティブの更新 Apr 13

SHIM: New Infrastructure Backlog And Buy Rating Will Support Future Returns

Analysts have raised their price target on Shimmick to $5 from $3, citing revised assessments of its fair value, discount rate, margin outlook, and future P/E assumptions. Analyst Commentary Analysts raising the target price to $5 from $3 reflects updated views on what they see as a more appropriate fair value, along with refreshed assumptions around discount rate, margins, and future P/E levels.
ナラティブの更新 Mar 28

SHIM: New Infrastructure Wins And Upgraded Rating Will Support Future Returns

Analysts have lifted their price target on Shimmick to $5 from $3. This change reflects updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions.
Seeking Alpha Mar 18

Shimmick GAAP Numbers Improve, But Cost Overrun Risks Remain

Summary Shimmick posted improved 4Q25 results, nearing operating breakeven, but remains unprofitable on a GAAP basis and continues to burn cash. SHIM's backlog momentum is positive, with $793 million at year-end and additional awards pending, supporting management's FY26 guidance for 10–20% revenue growth. Despite better gross margins and positive adjusted EBITDA, the company's core EPC business faces persistent cost overrun risks and rising interest expenses. I maintain a Hold rating, as valuation does not sufficiently discount ongoing overrun and financing risks, despite improved operational trends. Read the full article on Seeking Alpha
ナラティブの更新 Mar 13

SHIM: LA Infrastructure Projects And Upgrade Will Support Constructive Future Returns

Analysts have raised their price target on Shimmick to $5 from $3, citing updated views that keep fair value, growth, margin and P/E assumptions broadly in line with prior estimates while slightly adjusting the discount rate. Analyst Commentary Recent research reflects a shift toward a more constructive stance on Shimmick, with the price target lifted to $5 from $3.
ナラティブの更新 Feb 26

SHIM: LA Infrastructure Wins Will Support Constructive Long Term Return Potential

Analysts have slightly adjusted their price target on Shimmick to reflect updated assumptions around discount rates and future P/E expectations, while keeping their fair value view broadly in line with prior estimates. What's in the News Shimmick has been named the preferred bidder on two Los Angeles area projects totaling approximately $81.5 million in new work, covering both water and electrical infrastructure (Key Developments).
ナラティブの更新 Feb 10

SHIM: LA Infrastructure Awards Will Support Higher Yet Balanced 2025 Outlook

Analysts have slightly trimmed their price target on Shimmick, citing modestly lower discount rate and future P/E assumptions while keeping fair value estimates essentially unchanged. What's in the News Shimmick has been named the preferred bidder on two Los Angeles area infrastructure projects totaling about US$81.5 million in new work, covering both water and electrical systems (Key Developments).
ナラティブの更新 Jan 26

SHIM: New LA Awards Will Support Higher 2025 Earnings Potential

Analysts have set a revised price target for Shimmick that is broadly in line with prior views, citing only modest adjustments to discount rate assumptions and future P/E expectations rather than any major change in the company’s outlook. What's in the News Shimmick has been named the preferred bidder on two Los Angeles market projects totaling about US$81.5 million in water and electrical infrastructure work, highlighting demand for its combined civil and electrical delivery capabilities (Client Announcements).
新しいナラティブ Jan 21

Electrification And Water Infrastructure Tailwinds Will Support A Stronger Long Term Outlook

Catalysts About Shimmick Shimmick is a construction and engineering company focused on complex water, electrical, and broader infrastructure projects across key U.S. regions. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 Jan 12

SHIM: New LA Infrastructure Awards Will Support Stronger Future Earnings Potential

Analysts have raised their fair value estimate for Shimmick from about $3.00 to roughly $4.50, citing revised assumptions around the discount rate, revenue growth, profit margin and future P/E expectations. What's in the News Shimmick Corporation was named preferred bidder on two Los Angeles area projects with a combined value of about $81.5 million, focused on water and electrical infrastructure work.
ナラティブの更新 Aug 16

Axia Electric Expansion And Infrastructure Will Shape Future Success

Shimmick’s consensus price target has risen to $3.00 despite lower revenue growth forecasts and a higher forward P/E, reflecting a notable uplift in perceived fair value. What's in the News Shimmick raised its 2025 projects revenue guidance to $405–$415 million (up from $392–$410 million), with gross margins expected between 9% and 12%.
User avatar
新しいナラティブ Apr 07

Sustainable Infrastructure Expansion Will Improve Operational Efficiency

Expansion into sustainable infrastructure solutions positions Shimmick to capitalize on funding and drive revenue growth amidst rising project demand.

CEO報酬分析

Shimmick の収益と比較して、Ural Yal 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
Apr 03 2026n/an/a

-US$20m

Jan 02 2026US$2mUS$800k

-US$26m

Oct 03 2025n/an/a

-US$61m

Jul 04 2025n/an/a

-US$58m

Apr 04 2025n/an/a

-US$101m

Jan 03 2025US$1mUS$46k

-US$125m

報酬と市場: Uralの 総報酬 ($USD 1.55M ) は、 US市場 ($USD 1.72M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Uralの報酬と会社の業績を比較するにはデータが不十分です。


CEO

Ural Yal (47 yo)

1.4yrs
在職期間
US$1,547,445
報酬

Mr. Ural Yal is CEO & Director of Shimmick Corporation from December 2, 2024. Mr. Yal was Senior Vice President of Corporate Preconstruction Group of Flatiron Construction Corp. from June 2024. Ural joined...


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
Mitchell Goldsteen
Executive Chairman5.3yrsUS$411.52k57.78%
$ 89.6m
Ural Yal
CEO & Director1.4yrsUS$1.55m0.48%
$ 739.6k
Todd Yoder
Executive VP & CFO1.1yrsUS$1.12m0.26%
$ 407.9k
Sarah Tacker
Executive VP & COOno dataデータなしデータなし
Amanda Mobley
Executive VP & Chief Accounting Officerno dataUS$549.77kデータなし
John Carpenter
Executive VP & Chief Legal Officerno dataデータなしデータなし
Michael Elfering
Director of Human Resources1.3yrsデータなしデータなし
Bob Parkin
Senior Vice President of Strategy & Preconstructionno dataデータなしデータなし
John Hartman
Corporate Head of Project Controlsno dataデータなしデータなし
Anthony Rasmus
Investor Relations Officerno dataデータなしデータなし
1.1yrs
平均在職期間
47yo
平均年齢

経験豊富な経営陣: SHIMの経営陣は 経験豊富 とはみなされません ( 1.1年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Mitchell Goldsteen
Executive Chairman5.3yrsUS$411.52k57.78%
$ 89.6m
Ural Yal
CEO & Director1.4yrsUS$1.55m0.48%
$ 739.6k
Joseph Del Guercio
Director2.4yrsUS$263.87k0.34%
$ 529.1k
Peter Kravitz
Independent Director2yrsUS$420.63k0.23%
$ 359.8k
Steven Richards
Directorno dataUS$53.67k2.66%
$ 4.1m
Geoffrey Heekin
Independent Director2.5yrsUS$418.75k0.30%
$ 464.5k
2.4yrs
平均在職期間
54yo
平均年齢

経験豊富なボード: SHIMの 取締役会経験豊富 ではない ( 2.4年の平均在任期間) ため、新しい取締役会が必要であると考えられます。


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2026/05/21 09:28
終値2026/05/21 00:00
収益2026/04/03
年間収益2026/01/02

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

Shimmick Corporation 2 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。2

アナリスト機関
Aaron SpychallaCraig-Hallum Capital Group LLC
Gerard SweeneyRoth Capital Partners