thyssenkrupp AG

XTRA:TKA 주식 리포트

시가총액: €6.7b

thyssenkrupp 경영진

경영진 기준 점검 3/4

thyssenkrupp CEO는 Miguel Lopez Borrego, Jun2023 에 임명되었습니다 의 임기는 2.92 년입니다. 는 €80.83K 가치에 해당하는 회사 주식의 0.001% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 각각 2.6 년과 6.3 년입니다.

핵심 정보

Miguel Lopez Borrego

최고경영자

n/a

총 보수

CEO 급여 비율n/a
CEO 재임 기간2.9yrs
CEO 지분 보유율0.001%
경영진 평균 재임 기간2.6yrs
이사회 평균 재임 기간6.3yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 01

TKA: Steel Policy Support And Execution Momentum Will Drive Future Re Rating

Analysts have nudged their blended price target for thyssenkrupp slightly higher to €9.50, reflecting updated views on steel earnings potential, policy support and execution momentum, even as opinions on the stock remain mixed across recent upgrades and target changes. Analyst Commentary Recent research shows a clear split in views, but there is a cluster of bullish analysts highlighting upside optionality in thyssenkrupp, especially around steel earnings, policy support and execution on the current plan.
내러티브 업데이트 Apr 16

TKA: Portfolio Reshaping And EU Steel Policy Support Will Shape Execution Outcomes

Analysts have set a new price target for thyssenkrupp at €9.50, citing updated views on policy support for EU steel, execution momentum and revised medium term earnings assumptions across recent research. Analyst Commentary Recent research on thyssenkrupp shows a split view, with some firms lifting ratings and targets while others adjust expectations more cautiously.
내러티브 업데이트 Apr 02

TKA: Portfolio Reshaping And Steel And Materials Deals Will Shape Execution Risk

The analyst price target for thyssenkrupp has been adjusted to €8.30 from €8.70, with analysts citing updated expectations for revenue growth, profit margins, and P/E assumptions following recent mixed target moves and rating changes across the Street. Analyst Commentary Recent research on thyssenkrupp shows a mix of optimism and restraint, with some firms lifting ratings and targets while others trim expectations or keep cautious stances.
내러티브 업데이트 Mar 19

TKA: Steel And Materials Divestments Will Support Future Share Re Rating

Analyst price targets for thyssenkrupp have edged higher, with recent changes to around €8.70, €9.50 and €13 reflecting updated views on EU steel earnings potential and execution, even as opinions on the stock remain mixed across firms. Analyst Commentary Recent research shows a clear split in views, but there are some distinctly bullish threads that focus on potential earnings support and execution at thyssenkrupp, particularly around its EU steel exposure.
내러티브 업데이트 Mar 04

TKA: Portfolio Reshaping And Steel Deal Prospects Will Define Execution Risk

Analysts have raised their average price target for thyssenkrupp from around €6.30 to about €8.70. This change reflects updated views that take into account revised fair value assumptions, changes in discount rates, and new Street research on steel earnings potential and capital execution.
분석 기사 Feb 19

thyssenkrupp (ETR:TKA) Is Posting Solid Earnings, But It Is Not All Good News

Investors appear disappointed with thyssenkrupp AG's ( ETR:TKA ) recent earnings, despite the decent statutory profit...
내러티브 업데이트 Feb 17

TKA: Steel Unit Sale Talks Will Support Future Share Re Rating

Analysts have raised their fair value estimate for thyssenkrupp from €14.00 to €15.00, citing updated assumptions on revenue growth, profit margins, and future P/E multiples, in line with recent Street price target increases to €8.70 per share. Analyst Commentary Bullish analysts have been nudging their views higher, with multiple price target adjustments clustering around €8.70 per share.
내러티브 업데이트 Feb 03

TKA: Raised Street Views And Asset Sales Will Shape Balanced Risk Profile

The analyst price target for thyssenkrupp has been raised from €10.30 to €11.41, reflecting recent Street research in which firms lifted their targets into the €7.70 to €8.70 range and cited updated views on discount rates, revenue growth, margins and future P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts are lifting price targets into a €7.70 to €8.70 range, which points to a reworked view of what they see as fair value for the equity based on their updated models.
내러티브 업데이트 Jan 20

TKA: Steel Unit Sale And Workforce Cuts Will Support Future Re Rating

Analysts have lifted their price targets for thyssenkrupp to as high as €8.70, up from prior levels around €6.30 to €8.30, reflecting updated views on the group’s risk profile, revenue trajectory, profitability and future P/E assumptions. Analyst Commentary Recent research points to a more constructive tone around thyssenkrupp, even where ratings remain cautious.
내러티브 업데이트 Jan 06

TKA: Workforce Cuts And Neutral Rating Will Shape Balanced Risk Profile

Analysts have raised their price target for thyssenkrupp to €7.70 from €6.30, citing updated assumptions on fair value, discount rate, revenue growth, profit margins and future P/E as the key factors behind the revision. Analyst Commentary Recent commentary around the revised €7.70 price target suggests a more balanced view of thyssenkrupp, with analysts updating their models but keeping expectations in check through a Neutral rating.
내러티브 업데이트 Dec 20

TKA: Revenue Resilience And Workforce Cuts Will Support Share Re-Rating

Analysts have raised their fair value estimate for thyssenkrupp from EUR 13.00 to EUR 14.00, reflecting a higher Street price target of EUR 7.70 versus EUR 6.30 previously as they factor in stronger top line growth despite lower margin expectations. Analyst Commentary Bullish analysts highlight that the recent increase in the Street price target signals growing confidence in thyssenkrupp's ability to execute on its strategic initiatives, even in a more challenging margin environment.
내러티브 업데이트 Dec 06

TKA: Future Workforce Cuts And Mixed Rating Shifts Will Shape Risk Profile

Analysts have nudged their price target on thyssenkrupp slightly lower, from about EUR 10.20 to roughly EUR 10.09. This reflects modestly higher perceived risk and only incremental adjustments to growth and margin expectations, despite recent target increases and rating upgrades from the Street.
내러티브 업데이트 Oct 17

Marine Systems, Green Hydrogen And Steel Europe Will Unlock Value

Thyssenkrupp’s analyst price target has increased modestly, rising from €7.10 to €7.60, as analysts cited improvements in company outlook and supportive recent upgrades to justify the change. Analyst Commentary Recent analyst activity on Thyssenkrupp reflects a mixture of cautious optimism and ongoing concerns about the company's valuation and longer-term prospects.
내러티브 업데이트 Oct 03

Marine Systems, Green Hydrogen And Steel Europe Will Unlock Value

Thyssenkrupp's analyst price target has been raised from €9.73 to €10.20, as analysts cite recent upgrades and revised industry outlooks, which support a moderately improved valuation. Analyst Commentary Recent analyst research presents a mixed picture for Thyssenkrupp, reflecting both cautious optimism and lingering concerns regarding the company's valuation, growth prospects, and execution risks.
내러티브 업데이트 Sep 18

Marine Systems, Green Hydrogen And Steel Europe Will Unlock Value

Analysts have modestly raised thyssenkrupp’s price target to €9.72, citing incremental progress in restructuring and cost controls amid mixed operational signals and continued caution given persistent steel business headwinds. Analyst Commentary Mixed signals on operational turnaround, with some stabilization but limited confidence in strong near-term recovery.
분석 기사 Sep 17

Market Might Still Lack Some Conviction On thyssenkrupp AG (ETR:TKA) Even After 38% Share Price Boost

thyssenkrupp AG ( ETR:TKA ) shareholders have had their patience rewarded with a 38% share price jump in the last...
분석 기사 Aug 05

thyssenkrupp (ETR:TKA) Is Doing The Right Things To Multiply Its Share Price

XTRA:TKA 1 Year Share Price vs Fair Value Explore thyssenkrupp's Fair Values from the Community and select yours There...
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새로운 내러티브 Jul 16

Green Decarbonization Will Face Setbacks While Marine Systems Rebound

Market optimism around green steel and digitalization may be overstated, given execution risks, high costs, and potential delays impacting profit growth and cash flow.
분석 기사 Jul 10

thyssenkrupp AG (ETR:TKA) Looks Just Right With A 29% Price Jump

thyssenkrupp AG ( ETR:TKA ) shares have had a really impressive month, gaining 29% after a shaky period beforehand. The...

CEO 보수 분석

Miguel Lopez Borrego의 보수는 thyssenkrupp의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

€9m

Dec 31 2025n/an/a

€163m

Sep 30 2025n/an/a

€465m

Jun 30 2025n/an/a

-€1b

Mar 31 2025n/an/a

-€1b

Dec 31 2024n/an/a

-€1b

Sep 30 2024€2m€1m

-€2b

Jun 30 2024n/an/a

-€2b

Mar 31 2024n/an/a

-€2b

Dec 31 2023n/an/a

-€2b

Sep 30 2023€932k€447k

-€2b

보상 대 시장: German 시장에서 비슷한 규모 기업과 비교해 Miguel의 총 보수가 적절한지 판단하기에 데이터가 부족합니다.

보상과 수익: Miguel의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Miguel Lopez Borrego (60 yo)

2.9yrs
재임 기간
€2,344,000
보수

Mr. Miguel Angel Lopez Borrego is Deputy Chairman of Supervisory Board at TKMS AG & Co KGaA. Mr. Lopez Borrego is Member of the Supervisory Board of thyssenkrupp nucera AG & Co. KGaA from June 09, 2023. wa...


리더십 팀

이름직위재임 기간보수지분
Miguel Lopez Borrego
CEO & Chairman of the Executive Board2.9yrs€2.34m0.0012%
€ 80.8k
Volkmar Dinstuhl
CEO of Multi Tracks and Automotive Technology segment & Member of Executive Board2.3yrs€1.12m데이터 없음
Ilse Henne
Member of Executive Board2.3yrs€1.10m데이터 없음
Axel Hamann
CFO & Member of Executive Board1yr데이터 없음데이터 없음
Wilfried von Rath
Chief Human Resources Officer & Member of Executive Board1.1yrs데이터 없음데이터 없음
Thomas Empelmann
Head of Corporate Financeno data데이터 없음데이터 없음
Andreas Trösch
Head of Investor Relationsno data데이터 없음데이터 없음
Stefan Schmitt
Head of Corp. Function HR Strategy and Head of Corp. Function People Dev & Executives Management9.6yrs데이터 없음데이터 없음
Peter Walker
Chief Executive Officer of Elevator Technology Business Area8.3yrs데이터 없음데이터 없음
Volker Hellberg
Chief Executive Officer of Industrial Solutions Unit - Saudi Arabia7yrs데이터 없음데이터 없음
Christian Schulte
Head of Investor Relations - thyssenkrupp Elevatorno data데이터 없음데이터 없음
Patrick Buchmann
Chief Executive Officer of Forged Technologiesno data데이터 없음데이터 없음
2.6yrs
평균 재임 기간
55.5yo
평균 나이

경험이 풍부한 관리: TKA의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.6 년).


이사회 구성원

이름직위재임 기간보수지분
Verena Volpert
Independent Member of Supervisory Board5.6yrs€141.00k데이터 없음
Stefan Buchner
Independent Member of Supervisory Board5.3yrs€96.50k데이터 없음
Jurgen Kerner
Vice Chairman of Supervisory Board6.3yrs€186.50k데이터 없음
Wolfgang Colberg
Independent Member of the Supervisory Board7.4yrs€111.00k데이터 없음
Siegfried Russwurm
Independent Chairman of Supervisory Board7.1yrs€292.00k데이터 없음
Bernhard Gunther
Independent Member of Supervisory Board6.3yrs€174.50k데이터 없음
Ingo Luge
Independent Member of the Supervisory Board6.3yrs€114.00k데이터 없음
Angelika Gifford
Independent Member of Supervisory Board6.5yrs€75.00k데이터 없음
Ursula Gather
Independent Member of the Supervisory Board8.3yrs€115.00k데이터 없음
Tanja Jacquemin
Employee Representative Member of Supervisory Board10.2yrs€110.00k데이터 없음
Tekin Nasikkol
Employee Representative Member of Supervisory Board5.8yrs€193.93k데이터 없음
Daniela Jansen
Employee Representative Member of Supervisory Board5.3yrs€114.23k데이터 없음
6.3yrs
평균 재임 기간
61yo
평균 나이

경험이 풍부한 이사회: TKA의 이사회경험이 있음으로 간주됩니다(평균 재임 6.3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/14 01:20
종가2026/05/14 00:00
수익2026/03/31
연간 수익2025/09/30

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

thyssenkrupp AG는 26명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Volker BosseBaader Helvea Equity Research
Christian ObstBaader Helvea Equity Research
David Simon ButlerBarclays