Westlake Corporation

NYSE:WLK 株式レポート

時価総額:US$11.4b

Westlake 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

Jean-Marc Gilson

最高経営責任者

US$6.4m

報酬総額

CEO給与比率20.06%
CEO在任期間1.8yrs
CEOの所有権n/a
経営陣の平均在職期間2yrs
取締役会の平均在任期間8.2yrs

経営陣の近況

Recent updates

ナラティブの更新 Apr 24

WLK: Buybacks Litigation Settlement And CFO Transition Will Shape Balanced Outlook

Analysts have adjusted their price target on Westlake to $121.29 from $117.07, citing updated assumptions around revenue growth, profit margins, and future P/E expectations. What's in the News Westlake appointed Jonathan H.
ナラティブの更新 Apr 10

WLK: Buybacks And CFO Transition Will Shape A Balanced Forward Outlook

Analysts have lifted their fair value estimate for Westlake from about $113 to roughly $117, pointing to slightly higher revenue growth assumptions, a modestly lower discount rate, and a small shift in expected profit margin and future P/E as the key drivers behind the updated price target. What's in the News From October 1, 2025 to December 31, 2025, Westlake repurchased 445,881 shares, about 0.35% of its outstanding shares, for a total of US$32.84 million under its ongoing buyback program (Key Developments).
ナラティブの更新 Mar 27

WLK: Buybacks And Leadership Transition Will Shape A Measured Forward Outlook

Analysts have adjusted their price target for Westlake from $110.43 to $113.00, citing updated assumptions related to discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News From October 1, 2025 to December 31, 2025, Westlake repurchased 445,881 shares, representing 0.35% of its shares, for a total of US$32.84 million under its ongoing buyback program (Key Developments).
新しいナラティブ Mar 13

Three Pillar Plan And Housing Tailwinds Will Transform Earnings Quality

Catalysts About Westlake Westlake is a global producer of performance and essential materials and housing and infrastructure products that serve construction, industrial and municipal end markets. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 Mar 11

WLK: Plant Closures And Charges Will Shape A Measured Forward Outlook

Analysts have raised their price target on Westlake from about $86 to about $110, reflecting updated views on fair value, discount rates, revenue growth, profit margins, and future P/E assumptions. What's in the News Chief Financial Officer M.
新しいナラティブ Feb 25

Footprint Optimization And Overcapacity Will Pressure Margins And Limit Earnings Recovery

Catalysts About Westlake Westlake Corporation produces performance and essential materials alongside housing and infrastructure products, serving global industrial, construction and municipal end markets. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 Feb 24

WLK: Planned Plant Closures And Charges Will Shape Balanced Outlook

Analysts have modestly adjusted their price target on Westlake to $85.79. This reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E that fine tune rather than overhaul their prior view.
ナラティブの更新 Feb 10

WLK: Planned US Plant Closures And Charges Will Pressure Forward Expectations

Analysts have nudged their price target on Westlake higher to about $85.79 from roughly $85.36, reflecting small tweaks to fair value inputs, discount rate assumptions, profit margin outlook, and future P/E expectations. What's in the News Westlake plans to cease operations at several North American chlorovinyl facilities, including its PVC plant in Aberdeen, Mississippi, its VCM plant at the Lake Charles, Louisiana North site, and one diaphragm chlor-alkali unit at the Lake Charles, Louisiana South site, with operations expected to end in December 2025 (Key Developments).
ナラティブの更新 Jan 26

WLK: Planned Facility Closures And Impairment Charges Will Shape Fair Valuation Outlook

Analysts have lifted their price target on Westlake from about US$82 to roughly US$85, pointing to updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E as the key drivers behind the change. What's in the News Westlake plans to cease operations at several North American chlorovinyl facilities, including a PVC plant in Aberdeen, Mississippi, a VCM plant at Lake Charles North in Louisiana, and a diaphragm chlor alkali unit at Lake Charles South, with cessation targeted for December 2025 (Key Developments).
ナラティブの更新 Jan 10

WLK: Capacity Closures And Impairment Charges Will Shape Fairly Balanced Prospects

Analysts have nudged their price target for Westlake slightly higher to about US$82 per share, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Westlake plans to shut certain North American chlorovinyl facilities, including a PVC plant in Aberdeen, Mississippi, a VCM plant and a diaphragm chlor alkali unit in Lake Charles, Louisiana, and its styrene plant in Lake Charles, with cessation of operations targeted for December 2025 and an expected workforce reduction of about 295 employees (company announcement).
ナラティブの更新 Dec 26

WLK: Future Returns Will Reflect Capacity Closures And Fairly Balanced Prospects

Analysts have nudged their price target on Westlake higher by approximately 1 percent to about $82 per share. This reflects updated assumptions for a slightly higher discount rate and richer future valuation multiples that more than offset trimmed revenue growth and profit margin expectations.
分析記事 Dec 14

Westlake (NYSE:WLK) Has A Somewhat Strained Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
ナラティブの更新 Dec 12

WLK: Future Returns Will Reflect Buyback Completion And Recent Index Removal

Narrative Update on Westlake Analysts have increased their price target on Westlake to approximately 81.29 dollars per share from 81.29 dollars previously, a marginal upward revision reflecting slightly lower discount rate assumptions and modestly improved long term valuation metrics. What's in the News Recorded a significant unaudited goodwill impairment of approximately 727 million dollars for the third quarter ended September 30, 2025, signaling a downward reassessment of certain acquired assets (Key Developments) Completed its long running share repurchase program announced in 2014, having bought back a total of 9,482,402 shares, or about 7.31 percent of shares outstanding, for 662.35 million dollars, with no additional shares repurchased in the latest quarter (Key Developments) Was removed from the FTSE All World Index, potentially affecting index linked ownership and passive fund flows (Key Developments) Expanded its Magnolia Collection window line with a new black frame option across multiple series, targeting growing demand for darker, energy efficient window styles in residential construction (Key Developments) Valuation Changes Fair Value: unchanged at approximately 81.29 dollars per share, indicating a stable intrinsic value estimate.
Seeking Alpha Dec 09

Westlake: My Year-End 2025 Update Implies Difficult Macro

Summary Westlake (WLK) remains a HOLD, with excessive housing exposure and no clear catalysts for near-term recovery. WLK's fundamentals are solid, but negative earnings revisions and weak housing market limit upside; fair value cut to $52/share, PT to $44/share. Dividend is covered, but AEPS likely won't exceed payout until at least 2027E, and profitability lags sector averages. Alternatives like Cabot (CBT) offer better value and upside; WLK's risk/reward remains unattractive at current levels. Read the full article on Seeking Alpha
ナラティブの更新 Nov 27

WLK: Share Buyback Completion Will Support Future Upside After Index Exit

Westlake's analyst price target has been revised slightly downward to $81.29 from $82.21 as analysts factor in modestly higher discount rates and updated profitability assumptions. What's in the News Westlake Corporation reported an unaudited goodwill impairment of $727 million for the third quarter ended September 30, 2025.
分析記事 Nov 21

Westlake (NYSE:WLK) Has Affirmed Its Dividend Of $0.53

The board of Westlake Corporation ( NYSE:WLK ) has announced that it will pay a dividend on the 11th of December, with...
ナラティブの更新 Nov 13

WLK: Share Buyback Completion Will Drive Upward Momentum Despite Index Removal

Analysts have lowered their price target for Westlake from $88.43 to $82.21, citing recent adjustments in key financial assumptions as well as expectations for increased revenue growth but slightly lower profitability. What's in the News Westlake reported a $727 million impairment of goodwill for the third quarter ended September 30, 2025 (Key Developments).
ナラティブの更新 Oct 30

WLK: Share Buyback And Dividend Distribution Will Support Upward Momentum

Analysts have slightly lowered their price target for Westlake from $88.86 to $88.43. They cite expectations of marginally slower revenue growth and a modestly higher discount rate, despite a small improvement in projected profit margins.
ナラティブの更新 Oct 16

US Municipal Spending And Urbanization Will Drive Demand

Westlake's analyst price target has been modestly reduced from $90.07 to $88.86. Analysts are adjusting their expectations in light of lower projected revenue growth and profit margins, along with a slight increase in discount rates.
分析記事 Sep 25

A Look At The Fair Value Of Westlake Corporation (NYSE:WLK)

Key Insights Westlake's estimated fair value is US$86.97 based on 2 Stage Free Cash Flow to Equity With US$78.88 share...
分析記事 Aug 14

Westlake (NYSE:WLK) Will Pay A Larger Dividend Than Last Year At $0.53

Westlake Corporation ( NYSE:WLK ) will increase its dividend on the 4th of September to $0.53, which is 1.0% higher...
分析記事 Jul 27

Should You Think About Buying Westlake Corporation (NYSE:WLK) Now?

Today we're going to take a look at the well-established Westlake Corporation ( NYSE:WLK ). The company's stock led the...
分析記事 Jul 09

Westlake Corporation (NYSE:WLK) Not Flying Under The Radar

With a price-to-earnings (or "P/E") ratio of 27.6x Westlake Corporation ( NYSE:WLK ) may be sending bearish signals at...
分析記事 Jun 21

Westlake (NYSE:WLK) Seems To Use Debt Quite Sensibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha Nov 28

Westlake Corp.: Overvaluation Confirmed, What's Next?

Summary Westlake Corporation is a fundamentally strong chemical company with excellent vertical integration and management, but its current valuation is too high for a "Buy" rating. Despite its robust financials and market position, macroeconomic uncertainties and a low dividend yield make Westlake less attractive compared to peers like BASF. The company's performance metrics are impressive, but its forecasted earnings decline and limited upside potential justify a "Hold" rating with a target price of $100/share. Westlake's exposure to housing and infrastructure markets is promising, but the current market conditions and valuation risks outweigh the potential benefits for new investments. Read the full article on Seeking Alpha

CEO報酬分析

Westlake の収益と比較して、Jean-Marc Gilson 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
Mar 31 2026n/an/a

-US$2b

Dec 31 2025US$6mUS$1m

-US$2b

Sep 30 2025n/an/a

-US$952m

Jun 30 2025n/an/a

-US$67m

Mar 31 2025n/an/a

US$386m

Dec 31 2024US$4mUS$529k

US$599m

報酬と市場: Jean-Marcの 総報酬 ($USD 6.42M ) は、 US市場 ($USD 14.79M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Jean-Marcの報酬は増加しましたが、会社は利益を上げていません。


CEO

Jean-Marc Gilson (62 yo)

1.8yrs
在職期間
US$6,423,651
報酬

Mr. Jean-Marc Gilson is Independent Director of Corteva, Inc. from April 28, 2026. Mr. Gilson He is President, CEO & Director of Westlake Chemical Partners LP from July 15, 2024. Mr. Jean-Marc is President...


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
Albert Chao
Executive Chairman22.9yrsUS$6.66m0.50%
$ 57.0m
James Chao
Senior Chairman22.9yrsUS$5.59m0.039%
$ 4.4m
Jean-Marc Gilson
President1.8yrsUS$6.42mデータなし
Mark Bender
Executive VP & CFO19.3yrsUS$3.91m0.028%
$ 3.2m
Jeffrey Holy
VP & Chief Accounting Officer2.1yrsデータなし0.0040%
$ 454.1k
L. Ederington
Executive Vice President of Legal & External Affairs12.6yrsUS$3.77m0.063%
$ 7.1m
Scott Szwejbka
Senior VP of Housing & Infrastructure Products Segment Head1.1yrsデータなしデータなし
Brian Powers
Senior VP of Performance & Essential Materials Segment Headless than a yearデータなしデータなし
2.0yrs
平均在職期間
62yo
平均年齢

経験豊富な経営陣: WLKの経営陣は 経験豊富 とはみなされません ( 2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
Albert Chao
Executive Chairman22.9yrsUS$6.66m0.50%
$ 57.0m
James Chao
Senior Chairman22.9yrsUS$5.59m0.039%
$ 4.4m
Jean-Marc Gilson
Presidentless than a yearUS$6.42mデータなし
Mark McCollum
Independent Director8yrsUS$327.23k0.0075%
$ 855.9k
Kimberly Lubel
Independent Director6yrsUS$300.98k0.0091%
$ 1.0m
R. Northcutt
Independent Director13yrsUS$320.98k0.017%
$ 1.9m
Michael Graff
Independent Director13yrsUS$320.98k0.017%
$ 1.9m
Jeffrey Sheets
Independent Director8.3yrsUS$320.98k0.010%
$ 1.1m
Tsung-Hung Chao
Director8.3yrsUS$300.98k0.022%
$ 2.5m
Tsung-Chen Chao
Director7.8yrsデータなし0.0062%
$ 699.3k
Catherine Chao
Director3yrsUS$300.98k0.020%
$ 2.2m
Carolyn Sabat
Director3yrsUS$300.98k0.0028%
$ 316.7k
8.2yrs
平均在職期間
63.5yo
平均年齢

経験豊富なボード: WLKの 取締役会経験豊富 であると考えられます ( 8.2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2026/05/25 07:00
終値2026/05/22 00:00
収益2026/03/31
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

Westlake Corporation 13 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。28

アナリスト機関
null nullAlembic Global Advisors
Michael LeitheadBarclays
Jonas OxgaardBernstein