Air Transport Services Group, Inc.

NasdaqGS:ATSG 株式レポート

時価総額:US$1.5b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Air Transport Services Group マネジメント

マネジメント 基準チェック /24

Air Transport Services Groupの CEO はMike Bergerで、 Jun2024年に任命され、 の在任期間は 1 年未満です。 の年間総報酬は$ 1.91Mで、 27.4%給与と72.6%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0.23%を直接所有しており、その価値は$ 3.43M 。経営陣と取締役会の平均在任期間はそれぞれ1年と7.5年です。

主要情報

Mike Berger

最高経営責任者

US$1.9m

報酬総額

CEO給与比率27.40%
CEO在任期間less than a year
CEOの所有権0.2%
経営陣の平均在職期間1yr
取締役会の平均在任期間7.5yrs

経営陣の近況

Recent updates

Seeking Alpha Jan 24

Air Transport Services Group Stock: It Is Really Time To Sell

Summary Stonepeak Capital's $3.1 billion acquisition offer for Air Transport Services Group, Inc. is fair, providing a 29.3% premium per share. The acquisition price of $22.50 per share is reasonable, but the 0.6% premium against 2024 earnings and 5% discount against 2025 earnings frustrated some shareholders. The go-shop period expired without another suitor, and the stock's performance lagged the S&P 500, validating my sell rating from November. With no better offers and minimal spread to close, selling ATSG stock now and redeploying funds elsewhere is the optimal strategy. Read the full article on Seeking Alpha
Seeking Alpha Nov 05

No Use Holding Air Transport Services Group Any Longer

Summary Air Transport Services Group shares surged 26.6% after announcing an all-cash buyout by Stonepeak at $22.50 per share, a 29.3% premium. Despite the premium, the buyout multiples seem underwhelming, but in the broader context, the deal seems appropriate. Given the fair valuation and limited upside potential, I recommend considering a soft 'sell' on ATSG stock, barring another buyout offer. Read the full article on Seeking Alpha
分析記事 Oct 07

Here's What's Concerning About Air Transport Services Group's (NASDAQ:ATSG) Returns On Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
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新しいナラティブ Sep 15

Amazon Partnership And Fleet Expansion Propel Revenue And Earnings Growth

Expansion with Amazon and new Airbus 330 leases signal growth and diversification into international markets, boosting revenue prospects.
分析記事 Sep 10

When Should You Buy Air Transport Services Group, Inc. (NASDAQ:ATSG)?

While Air Transport Services Group, Inc. ( NASDAQ:ATSG ) might not have the largest market cap around , it saw a...
Seeking Alpha Aug 28

Air Transport Services Group: A Buy On Market Stabilization And Amazon Opportunity

Summary Air Transport Services Group faces declining revenues and fixed costs, but the air freight market shows signs of stabilization, potentially benefiting the company. Second quarter revenues fell 7.7%, with operating income dropping 55%, highlighting the challenge of reducing costs amid soft demand. Positive developments include a new contract with Amazon and updated guidance for 2024, reflecting lower CapEx and incremental earnings improvements. Despite a complex environment, the stock is upgraded to "Buy" with a price target of $22.35, driven by long-term e-commerce growth trends. Read the full article on Seeking Alpha
分析記事 Aug 11

Is There An Opportunity With Air Transport Services Group, Inc.'s (NASDAQ:ATSG) 22% Undervaluation?

Key Insights Air Transport Services Group's estimated fair value is US$20.00 based on 2 Stage Free Cash Flow to Equity...
分析記事 Jul 17

Earnings Tell The Story For Air Transport Services Group, Inc. (NASDAQ:ATSG) As Its Stock Soars 29%

The Air Transport Services Group, Inc. ( NASDAQ:ATSG ) share price has done very well over the last month, posting an...
分析記事 Jun 09

Should You Investigate Air Transport Services Group, Inc. (NASDAQ:ATSG) At US$12.39?

While Air Transport Services Group, Inc. ( NASDAQ:ATSG ) might not have the largest market cap around , it received a...
分析記事 May 09

What You Can Learn From Air Transport Services Group, Inc.'s (NASDAQ:ATSG) P/E

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
Seeking Alpha May 08

Why Is Air Transport Services Group Stock Up? Amazon Is The Answer

Summary Air Transport Services Group's revenues declined by 3% in Q1 2024, with earnings per share of $0.16. The company's operating income fell from 30% to $33 million, resulting in a significant reduction in profits. ATSG has secured a new contract with Amazon to fly 10 additional freighters, leading to a surge in stock prices. Read the full article on Seeking Alpha
分析記事 Mar 22

Air Transport Services Group's (NASDAQ:ATSG) Returns Have Hit A Wall

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
分析記事 Feb 29

At US$12.19, Is Air Transport Services Group, Inc. (NASDAQ:ATSG) Worth Looking At Closely?

Air Transport Services Group, Inc. ( NASDAQ:ATSG ), is not the largest company out there, but it received a lot of...
分析記事 Jan 18

Air Transport Services Group (NASDAQ:ATSG) Has No Shortage Of Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 Dec 19

Air Transport Services Group, Inc.'s (NASDAQ:ATSG) Earnings Are Not Doing Enough For Some Investors

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 17x, you may...
分析記事 Oct 12

Does Air Transport Services Group (NASDAQ:ATSG) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Jul 20

Is There Now An Opportunity In Air Transport Services Group, Inc. (NASDAQ:ATSG)?

While Air Transport Services Group, Inc. ( NASDAQ:ATSG ) might not be the most widely known stock at the moment, it...
分析記事 Jun 13

Air Transport Services Group (NASDAQ:ATSG) Has A Somewhat Strained Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Feb 26

An Intrinsic Calculation For Air Transport Services Group, Inc. (NASDAQ:ATSG) Suggests It's 35% Undervalued

Key Insights The projected fair value for Air Transport Services Group is US$31.19 based on 2 Stage Free Cash Flow to...
分析記事 Feb 03

Is Air Transport Services Group (NASDAQ:ATSG) A Risky Investment?

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 Oct 26

Does Air Transport Services Group (NASDAQ:ATSG) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 Sep 20

With EPS Growth And More, Air Transport Services Group (NASDAQ:ATSG) Makes An Interesting Case

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...

CEO報酬分析

Air Transport Services Group の収益と比較して、Mike Berger 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
Dec 31 2024n/an/a

US$27m

Sep 30 2024n/an/a

-US$3m

Jun 30 2024n/an/a

US$18m

Mar 31 2024n/an/a

US$48m

Dec 31 2023US$2mUS$522k

US$60m

Sep 30 2023n/an/a

US$118m

Jun 30 2023n/an/a

US$151m

Mar 31 2023n/an/a

US$167m

Dec 31 2022US$2mUS$460k

US$196m

Sep 30 2022n/an/a

US$199m

Jun 30 2022n/an/a

US$211m

Mar 31 2022n/an/a

US$236m

Dec 31 2021US$1mUS$405k

US$229m

Sep 30 2021n/an/a

US$187m

Jun 30 2021n/an/a

US$119m

Mar 31 2021n/an/a

-US$66m

Dec 31 2020US$1mUS$386k

US$25m

Sep 30 2020n/an/a

-US$18m

Jun 30 2020n/an/a

US$93m

Mar 31 2020n/an/a

US$171m

Dec 31 2019US$1mUS$339k

US$60m

Sep 30 2019n/an/a

US$96m

Jun 30 2019n/an/a

US$24m

Mar 31 2019n/an/a

US$75m

Dec 31 2018US$796kUS$259k

US$68m

報酬と市場: Mikeの 総報酬 ($USD 1.91M ) は、 US市場 ($USD 5.30M ) 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: Mikeの報酬は 20% 以上増加しましたが、会社の収益は過去 1 年間で 20% 以上減少しました。


CEO

Mike Berger (62 yo)

less than a year
在職期間
US$1,906,098
報酬

Mr. Michael L. Berger, also known as Mike, is Chief Executive Officer and Director of Air Transport Services Group, Inc. from June 4, 2024. Mr. Berger served as President at Air Transport Services Group, I...


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
Joseph Hete
Executive Chairman21.7yrsUS$1.66m1.09%
$ 16.0m
Michael Berger
CEO & Directorless than a yearUS$1.91m0.23%
$ 3.4m
Jeffrey Dominick
Presidentless than a yearUS$199.99k0.13%
$ 2.0m
Quint Turner
Chief Financial Officer17.2yrsUS$1.75m0.50%
$ 7.3m
Edward Koharik
Chief Operating Officer5.6yrsUS$1.57m0.16%
$ 2.3m
W. Payne
Chief Legal Officer & Secretary26.3yrsUS$1.56m0.37%
$ 5.4m
Ernie Hayes
Vice President of Human Capital1yrデータなしデータなし
Cagney France
Chief Commercial Officerless than a yearデータなし0.11%
$ 1.6m
Matthew Fedders
VP & Corporate Controller16.8yrsデータなし0.086%
$ 1.3m
1.0yrs
平均在職期間
60yo
平均年齢

経験豊富な経営陣: ATSGの経営陣は 経験豊富 とはみなされません ( 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
Joseph Hete
Executive Chairman21.7yrsUS$1.66m1.09%
$ 16.0m
Michael Berger
CEO & Directorless than a yearUS$1.91m0.23%
$ 3.4m
Phyllis Campbell
Independent Director4.3yrsUS$199.99k0.027%
$ 399.1k
Jeffrey Vorholt
Independent Director21.3yrsUS$219.99k0.082%
$ 1.2m
Paul Williams
Independent Director4.3yrsUS$212.49k0%
$ 0
Randy Rademacher
Lead Independent Director18.3yrsUS$234.99k0.11%
$ 1.7m
John Teets
Independent Director16.2yrsUS$212.49k0.012%
$ 179.4k
Laura Peterson
Independent Director6.8yrsUS$199.99k0.033%
$ 492.8k
Raymond Johns
Independent Director7.5yrsUS$199.99k0.059%
$ 862.4k
7.5yrs
平均在職期間
67yo
平均年齢

経験豊富なボード: ATSGの 取締役会経験豊富 であると考えられます ( 7.5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2025/04/10 18:10
終値2025/04/10 00:00
収益2024/12/31
年間収益2024/12/31

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

Air Transport Services Group, Inc. 5 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。8

アナリスト機関
Kevin SterlingBenchmark Company
Kenneth HoexterBofA Global Research
Ian ZaffinoOppenheimer & Co. Inc.