Sabre マネジメント
マネジメント 基準チェック /34
Sabreの CEO はKurt Ekertで、 Jan2022年に任命され、 の在任期間は 4.67年です。 の年間総報酬は$ 7.41Mで、 12.1%給与と87.9%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0.39%を直接所有しており、その価値は$ 3.40M 。経営陣と取締役会の平均在任期間はそれぞれ3.5年と5.4年です。
主要情報
Kurt Ekert
最高経営責任者
US$7.4m
報酬総額
| CEO給与比率 | 12.15% |
| CEO在任期間 | 4.7yrs |
| CEOの所有権 | 0.4% |
| 経営陣の平均在職期間 | 3.5yrs |
| 取締役会の平均在任期間 | 5.4yrs |
経営陣の近況
Recent updates
Seeking Alpha • Sep 09
Sabre Corporation: Strong Corporate Travel Fuels Earnings
Summary Sabre Corporation (SABR) is rated BUY, trading at a 22% forward EV/EBITDA discount to travel peers, with strong YTD performance and raised 2026 EBITDA guidance. SABR's 2Q26 results showed 19% YoY EBITDA growth, expanding margins, and robust market share in corporate travel bookings, supporting operating leverage. Management expects continued positive momentum into 2027, with revenue diversification into payments and media offsetting risks from NDC margin dilution. Despite high leverage, SABR's strong EBITDA, large cash balance, and debt maturity profile mitigate balance sheet concerns. Read the full article on Seeking Alpha
ナラティブ更新 • Sep 03
SABR: AI Travel Platform Expansion Will Drive Future Upside Potential
Analysts have modestly lifted their price target on Sabre to $2.60 from $2.40, citing updated assumptions that reflect slightly higher discount rates, a revised fair value estimate, and adjusted expectations for revenue growth, profit margins, and future P/E multiples. What’s in the News for Sabre ZentrumHub entered a global distribution partnership with Sabre, making Sabre Mosaic lodging inventory available through the ZentrumHub hotel API to travel agencies and travel sellers in more than 160 countries.
ナラティブ更新 • Jun 16
SABR: Expanded Travel Payments Partnership Will Shape Future Stock Upside Potential
Sabre's analyst price target has been raised to about $2.00, with analysts citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E following recent Street research that included a $0.25 increase highlighted by Morgan Stanley. What’s in the News for Sabre SUNRATE announced at Phocuswright Europe an expanded collaboration with Sabre Corporation to offer more comprehensive global payment capabilities for travel businesses worldwide.
ナラティブ更新 • Jun 02
SABR: AI Distribution Risks And Mixed Research Will Shape Booking Economics
Narrative Update The Sabre analyst price target has been modestly raised to $1.75 from $1.50, as analysts factor in updated assumptions for fair value, discount rate, revenue growth, profit margins, and a higher future P/E multiple following mixed but generally supportive recent Street research. Analyst Commentary Recent Street research on Sabre has been mixed, with some bearish analysts trimming their expectations even as others lift price targets slightly.ナラティブ更新 • May 02
SABR: AI First Travel Platform And Bookings Outlook Will Shape Future Upside Potential
The analyst price target for Sabre is updated lower by $0.02, reflecting slightly softer long term growth and margin expectations as analysts factor in reduced outer year booking forecasts and free cash flow, as well as more cautious views on the potential profitability of AI driven distribution for global distribution systems. Analyst Commentary Bullish Takeaways Bullish analysts still see room for Sabre to outperform Global Distribution System peers on air bookings, highlighting expectations for Sabre bookings growth to run ahead of broader industry forecasts in future years.ナラティブ更新 • Apr 16
SABR: AI Distribution Skepticism Will Pressure Long Term Booking Economics
Sabre's updated analyst price target has moved from $2.00 to $1.50 as analysts factor in lower long term growth and free cash flow expectations, along with more cautious booking forecasts and P/E assumptions for the Global Distribution System space. Analyst Commentary Recent Street research reflects a more cautious stance on Sabre, with several price target cuts and at least one rating downgrade.ナラティブ更新 • Apr 02
SABR: AI First Travel Platform And Booking Share Gains Will Unlock Upside
Analyst price targets for Sabre have been revised lower by $0.50 to $2.40, reflecting updated views on outer year growth, free cash flow and booking assumptions, as well as more cautious expectations around potential returns from AI-driven distribution. Analyst Commentary Recent research shows a mixed set of views on Sabre, with lower price targets reflecting more cautious assumptions on growth, bookings and free cash flow, while some analysts still see room for the company to outperform parts of the Global Distribution System market on air bookings.ナラティブ更新 • Mar 19
SABR: AI Travel Platform And Air Booking Gains Will Drive Future Upside
Narrative Update on Sabre Analysts have trimmed the Sabre price target from $3.00 to $2.40, reflecting more cautious expectations for long term growth and free cash flow, even as they still see the company outpacing Global Distribution System peers on air bookings. Analyst Commentary Recent Street research on Sabre has shifted toward more cautious price targets and ratings, but there are still some constructive signals that matter for how you think about the stock's risk and reward trade off.ナラティブ更新 • Mar 04
SABR: AI Travel Distribution Shift Will Eventually Unlock Upside Potential
Analysts have trimmed their fair value estimate for Sabre from about $2.46 to roughly $2.13. This reflects lower price targets on the stock and growing skepticism about the earnings potential of global distribution systems from AI driven distribution.ナラティブ更新 • Feb 17
SABR: AI Travel Assistant Partnerships Will Drive Future Upside Potential
Analysts nudged their price target for Sabre slightly higher to $2.46, reflecting small adjustments to assumptions around the discount rate, long term revenue growth, profit margins, and future P/E multiples. What's in the News Sabre, PayPal, and Mindtrip agreed to work together on an AI powered travel assistant that lets consumers move from trip inspiration to booking and post booking management in a single conversational flow.分析記事 • Feb 15
Benign Growth For Sabre Corporation (NASDAQ:SABR) Underpins Stock's 26% Plummet
To the annoyance of some shareholders, Sabre Corporation ( NASDAQ:SABR ) shares are down a considerable 26% in the last...分析記事 • Feb 09
There's Been No Shortage Of Growth Recently For Sabre's (NASDAQ:SABR) Returns On Capital
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...ナラティブ更新 • Feb 03
SABR: AI Travel Retailing And China Expansion Will Drive Strong Upside
Analysts have trimmed their price target on Sabre by about $0.10, reflecting updated assumptions around slightly softer revenue growth, a small adjustment to long term profit margin, and a lower future P/E multiple. What's in the News Sabre signed an agreement with Shanghai Fuxun Information Technology that is expected to add more than 100,000 domestic Chinese hotels, including over 70 local hotel chains and independent properties, into SabreMosaic Travel Marketplace.ナラティブ更新 • Jan 20
SABR: AI Travel Retailing And New Airline Deals Will Support Future Earnings
Narrative Update on Sabre The analyst price target for Sabre has been adjusted to reflect modest tweaks in revenue growth, profit margin and future P/E assumptions. Analysts point to slightly stronger operational expectations as the key driver of the revised valuation.ナラティブ更新 • Jan 06
SABR: AI Travel Retailing And Airline Partnerships Will Support Stronger Future Earnings
Analysts have raised their price target on Sabre to US$3.00 from US$3.00, reflecting updated assumptions for revenue growth, profit margins and future P/E that aim to better align the valuation with their latest expectations. What's in the News Sabre launched SabreMosaic Concierge IQ, a generative AI chat solution that lets airline customers plan, book, change trips, redeem loyalty points, and manage issues like refunds or bag tracking in a single conversation across web, apps, and messaging channels (Product Related Announcements).ナラティブ更新 • Dec 23
SABR: AI Travel Retailing Advances Will Drive Stronger Margins And Earnings
Analysts have reduced their price target on Sabre to reflect a lower fair value estimate of approximately 3.0 relative to the prior 3.9, as they factor in slower projected revenue growth despite expectations for stronger profit margins and a more reasonable future P/E multiple. What's in the News Launched SabreMosaic Concierge IQ, a generative AI chat solution that lets travelers plan, book, rebook, and manage end to end trips in a single conversation across web, apps, and messaging channels, aiming to drive personalized offers and incremental airline revenue (Key Developments).ナラティブ更新 • Dec 08
SABR: AI Travel Retailing And Dynamic Pricing Will Drive Strong Upside
Analysts have lowered their price target on Sabre by approximately 7 percent to reflect a more conservative view on revenue growth, profit margins, and valuation multiples amid a slightly higher perceived risk profile. What's in the News Sabre launches SabreMosaic Concierge IQ, a generative AI chat solution that lets travelers plan, book, rebook, and manage trips in a single conversation across multiple channels while enabling airlines to personalize offers and drive incremental revenue (Key Developments).分析記事 • Nov 25
Revenues Working Against Sabre Corporation's (NASDAQ:SABR) Share Price Following 26% Dive
Sabre Corporation ( NASDAQ:SABR ) shareholders won't be pleased to see that the share price has had a very rough month...分析記事 • Sep 26
Sabre (NASDAQ:SABR) Is Looking To Continue Growing Its Returns On Capital
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...ナラティブ更新 • Aug 23
Global Travel Trends And AI Adoption Will Transform Distribution
Sabre's consensus price target has been cut from $3.52 to $2.76 as recent disappointing earnings, reduced guidance, and concerns over management credibility outweigh otherwise stable industry fundamentals. Analyst Commentary Bullish analysts highlight resilient industry fundamentals, noting that fears of airline profit warnings and the impact of tariffs have not materialized into an industry downturn.分析記事 • Aug 13
Little Excitement Around Sabre Corporation's (NASDAQ:SABR) Revenues As Shares Take 38% Pounding
The Sabre Corporation ( NASDAQ:SABR ) share price has fared very poorly over the last month, falling by a substantial...ナラティブ更新 • Aug 08
Global Travel Trends And AI Adoption Will Transform Distribution
Despite airline traffic growth and resilient travel demand supporting industry recovery, Sabre’s consensus price target has been revised down from $4.66 to $4.03, reflecting cautious sentiment despite some improving fundamentals. Analyst Commentary Earlier industry fears regarding profit warnings and tariff impacts have not materialized.分析記事 • Jun 29
Sabre Corporation (NASDAQ:SABR) Shares Fly 26% But Investors Aren't Buying For Growth
Sabre Corporation ( NASDAQ:SABR ) shareholders would be excited to see that the share price has had a great month...分析記事 • Jun 12
There's Been No Shortage Of Growth Recently For Sabre's (NASDAQ:SABR) Returns On Capital
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
新しいナラティブ • May 03
Google Cloud Migration And Emirates Partnership Will Improve Operations
Migration to cloud infrastructure and advanced technology focus are expected to improve operational efficiency and drive sustainable revenue growth.分析記事 • Apr 10
Why Investors Shouldn't Be Surprised By Sabre Corporation's (NASDAQ:SABR) 30% Share Price Plunge
The Sabre Corporation ( NASDAQ:SABR ) share price has fared very poorly over the last month, falling by a substantial...Seeking Alpha • Mar 09
Sabre: Almost No Room For Errors
Summary Sabre's stock performance has been disappointing, with a -59% loss over five years and currently trading at $4 per share, fully valued. SABR's financials show mixed results, with revenue growth slowing and significant interest expenses impacting profitability despite improved net loss margins. Management's FY 2025 targets include high-single digit revenue growth and adjusted EBITDA expansion, driven by double-digit transaction growth and cost efficiencies from cloud transformation. Risks include potential gross margin contraction and lower booking fees, but SABR's liquidity remains stable, and the market has priced in high expectations. Read the full article on Seeking Alpha分析記事 • Feb 23
Sabre Corporation (NASDAQ:SABR) Surges 32% Yet Its Low P/S Is No Reason For Excitement
Sabre Corporation ( NASDAQ:SABR ) shares have had a really impressive month, gaining 32% after a shaky period...Seeking Alpha • Dec 23
Sabre: Attempting Turnaround Takeoff With Commercial Wins
Summary Sabre Corporation's operational performance faltered post-COVID as the company lost share of airline bookings, leading to a weak revenue recovery. Extremely high debt has caused massive further issues. Recent commercial wins and tight R&D cost control could pave the way for a turnaround, already showing in stronger Q3 bookings and earnings growth. I estimate Sabre's stock to have a neutral risk-to-reward, likely split into high-upside or high-downside scenarios given the leveraged balance sheet. Read the full article on Seeking Alpha分析記事 • Sep 28
There's No Escaping Sabre Corporation's (NASDAQ:SABR) Muted Revenues Despite A 26% Share Price Rise
Sabre Corporation ( NASDAQ:SABR ) shares have continued their recent momentum with a 26% gain in the last month alone...分析記事 • Aug 30
Returns On Capital At Sabre (NASDAQ:SABR) Have Hit The Brakes
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Aug 05
Earnings Update: Here's Why Analysts Just Lifted Their Sabre Corporation (NASDAQ:SABR) Price Target To US$4.43
It's been a mediocre week for Sabre Corporation ( NASDAQ:SABR ) shareholders, with the stock dropping 11% to US$3.14 in...分析記事 • Aug 02
Sabre Corporation's (NASDAQ:SABR) Intrinsic Value Is Potentially 19% Below Its Share Price
Key Insights The projected fair value for Sabre is US$2.67 based on 2 Stage Free Cash Flow to Equity Sabre is estimated...Seeking Alpha • Jul 22
Sabre Is Being Disrupted By New Distribution Capability
Summary Sabre's Global Distribution System business, which accounts for 70% of its revenue, is threatened by the implementation of New Distribution Capability. The airline industry has long disliked GDSs, and some airlines are trying to push Sabre out of the value chain. Although Sabre is adapting by offering NDC-enabled GDS bookings, they are likely less lucrative than typical GDS bookings. Sabre faces new competition from NDC aggregators. Sabre's intrinsic value is $1.63/share in my base case, but the range of possible outcomes is wide because Sabre is overleveraged. Read the full article on Seeking Alpha分析記事 • Jul 12
Improved Revenues Required Before Sabre Corporation (NASDAQ:SABR) Shares Find Their Feet
Sabre Corporation's ( NASDAQ:SABR ) price-to-sales (or "P/S") ratio of 0.4x may look like a pretty appealing investment...分析記事 • Jun 23
Is There Now An Opportunity In Sabre Corporation (NASDAQ:SABR)?
While Sabre Corporation ( NASDAQ:SABR ) might not have the largest market cap around , it led the NASDAQGS gainers with...分析記事 • May 23
Sabre (NASDAQ:SABR) Has Some Difficulty Using Its Capital Effectively
When it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | -US$77m |
| Mar 31 2026 | n/a | n/a | -US$242m |
| Dec 31 2025 | US$7m | US$900k | -US$255m |
| Sep 30 2025 | n/a | n/a | -US$228m |
| Jun 30 2025 | n/a | n/a | -US$339m |
| Mar 31 2025 | n/a | n/a | -US$208m |
| Dec 31 2024 | US$9m | US$900k | -US$272m |
| Sep 30 2024 | n/a | n/a | -US$297m |
| Jun 30 2024 | n/a | n/a | -US$446m |
| Mar 31 2024 | n/a | n/a | -US$506m |
| Dec 31 2023 | US$8m | US$852k | -US$491m |
| Sep 30 2023 | n/a | n/a | -US$610m |
| Jun 30 2023 | n/a | n/a | -US$539m |
| Mar 31 2023 | n/a | n/a | -US$602m |
| Dec 31 2022 | US$6m | US$750k | -US$456m |
報酬と市場: Kurtの 総報酬 ($USD 7.41M ) は、 US市場 ($USD 3.52M ) の同規模の企業の平均を上回っています。
報酬と収益: Kurtの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
Kurt Ekert (55 yo)
4.7yrs
在職期間
US$7,409,848
報酬
Mr. Kurt J. Ekert serves as President at Sabre GLBL Inc. since January 2021 and also serves as its Chief Executive Officer & Director since 2023. He has been President of Sabre Corporation since January 03...
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, President & Director | 4.7yrs | US$7.41m | 0.39% $ 3.4m | |
| Executive VP & CFO | 4.1yrs | US$3.84m | 0.19% $ 1.7m | |
| Executive VP & Chief Marketing Officer | 1.3yrs | US$5.50m | 0.044% $ 387.0k | |
| Executive VP & Chief Commercial Officer - Travel Solutions | 11.2yrs | US$3.80m | 0.12% $ 1.0m | |
| Executive VP and Chief Product & Technology Officer - Travel Solutions | no data | US$3.35m | 0.12% $ 1.1m | |
| VP of Global Accounting | less than a year | データなし | データなし | |
| Executive VP & Chief Information Officer | 9.2yrs | US$3.23m | 0.13% $ 1.1m | |
| Executive VP & Chief Administrative Officer | 2.7yrs | US$3.11m | 0.18% $ 1.6m | |
| Vice President of Investor Relations | no data | データなし | データなし | |
| Executive VP & Chief Legal Officer | 1.9yrs | データなし | 0.029% $ 257.9k | |
| Managing Director of UK | 7.8yrs | データなし | データなし | |
| Global Head - Lodging | 2.8yrs | データなし | データなし |
3.5yrs
平均在職期間
52.5yo
平均年齢
経験豊富な経営陣: SABRの経営陣は 経験豊富 であると考えられます ( 3.5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 |
|---|---|---|---|---|
| CEO, President & Director | 3.4yrs | US$7.41m | 0.39% $ 3.4m | |
| Independent Director | 8.8yrs | US$247.37k | 0.057% $ 498.1k | |
| Independent Director | 1.7yrs | US$275.00k | 0.011% $ 95.1k | |
| Independent Director | 11.8yrs | US$249.75k | 0.019% $ 169.1k | |
| Independent Director | 5.4yrs | US$232.86k | 0.024% $ 213.6k | |
| Independent Director | 6.2yrs | US$242.86k | 0.042% $ 364.2k | |
| Independent Director | 1.4yrs | US$198.71k | 0.014% $ 124.0k | |
| Independent Director | less than a year | データなし | データなし | |
| Independent Director | 2.6yrs | US$237.88k | 0.022% $ 188.6k | |
| Independent Non-Executive Chairman | 6.4yrs | US$397.86k | 0.027% $ 236.9k | |
| Independent Director | 5.4yrs | US$237.86k | 0.049% $ 432.2k |
5.4yrs
平均在職期間
59yo
平均年齢
経験豊富なボード: SABRの 取締役会 は 経験豊富 であると考えられます ( 5.4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 | 2026/09/13 19:47 |
| 終値 | 2026/09/11 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 |
| |
| 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
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
Sabre Corporation 6 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。15
| アナリスト | 機関 |
|---|---|
| Georgios Kertsos | Berenberg |
| Alexander Irving | Bernstein |
| Richard Clarke | Bernstein |