Infineon Technologies AG

XTRA:IFX 주식 리포트

시가총액: €74.0b

Infineon Technologies 경영진

경영진 기준 점검 4/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Jochen Hanebeck

최고경영자

€2.7m

총 보수

CEO 급여 비율52.25%
CEO 재임 기간9.8yrs
CEO 지분 보유율n/a
경영진 평균 재임 기간3.8yrs
이사회 평균 재임 기간6.3yrs

최근 경영진 업데이트

Recent updates

To increase Cashflow, IFX first reduced it ...

01.05.26 On 20.06.24 I wrote „there is more future than you see in the snowflake“. I explained that IFX is investing strongly in Dresden in a new Fab.

IFX: China Inventory Risk And 2027 Margins Will Anchor Fair Value

The analyst fair value estimate for Infineon Technologies has edged up by about €0.54 to roughly €50.35, supported by recent price target increases from several banks and analyst expectations for slightly higher revenue growth, profit margins, and a modestly lower future P/E multiple, despite some caution around China related inventory risk. Analyst Commentary Recent Street research on Infineon Technologies reflects a mix of optimism around execution and earnings power, balanced by caution on end market risks and valuation assumptions.

IFX: China Inventory Risk Will Set Up 2027 Margin Repricing

Narrative Update The analyst price target for Infineon has been adjusted by €0.80. Analysts point to mixed views on Chinese inventory risk and 2027 margins, alongside a series of recent target increases from several banks.

IFX: China Inventory Overhang Will Set Up Future Margin Repricing

Infineon Technologies' analyst fair value estimate has been adjusted slightly higher to €49.81, as analysts factor in updated assumptions on discount rates, revenue growth, profit margins and future P/E, following a mix of recent target hikes and a downgrade highlighting inventory and China demand risks. Analyst Commentary Recent Street research on Infineon points to a split view, with several price target increases clustered around the same period and a single downgrade that calls out specific risks on inventory and China demand.

IFX: China Inventory Risk Will Set Up Future Margin Reassessment

Infineon Technologies' blended analyst price target has edged higher to about €49.22 from €48.78 as analysts balance concerns about China-related inventory risk and margin headwinds with a series of recent price target increases from major firms. Analyst Commentary Recent Street research on Infineon shows a mix of optimism around its long term positioning and caution around nearer term execution risks, which helps explain the relatively modest change in the blended price target.

IFX: Patent Ruling And Radar Partnership Will Shape Balanced Future Prospects

Narrative Update on Infineon Technologies The analyst fair value estimate for Infineon Technologies has shifted slightly higher to €48.78, with modest tweaks to long term assumptions such as discount rate, revenue growth, profit margins and future P/E, reflecting a cluster of recent Street price target increases from around €0.80 to €9. Analyst Commentary Recent Street research on Infineon Technologies has centered on a series of price target adjustments in the €0.80 to €9 range, including changes from JPMorgan and several other large banks.

There May Be Some Bright Spots In Infineon Technologies' (ETR:IFX) Earnings

Feb 11
There May Be Some Bright Spots In Infineon Technologies' (ETR:IFX) Earnings

IFX: Gallium Supply Shift And Patent Ruling Will Support Future Upside

Analysts have nudged their price targets on Infineon higher, with our fair value estimate moving from €46.39 to about €48.48. This adjustment is supported by Street research that cites updated views on revenue growth, profit margins and future P/E assumptions.

Infineon Technologies (ETR:IFX) Is Due To Pay A Dividend Of €0.35

Feb 06
Infineon Technologies (ETR:IFX) Is Due To Pay A Dividend Of €0.35

IFX: Data Center Power Partnerships And Materials Supply Will Shape Balanced Outlook

Analysts have nudged their price expectations for Infineon higher, reflecting updated fair value estimates of €46.39, slightly adjusted assumptions for growth, margins and discount rate, and recent Street research in which firms lifted their price targets on the shares and highlighted Infineon's role in a planned DC-based datacenter infrastructure partnership. Analyst Commentary Recent Street research on Infineon points to a mix of optimism around the updated fair value and the DC-based datacenter opportunity, alongside some caution on execution and risk-reward at current levels.

Infineon Technologies (ETR:IFX) Is Due To Pay A Dividend Of €0.35

Jan 11
Infineon Technologies (ETR:IFX) Is Due To Pay A Dividend Of €0.35

IFX: Data Center Power And Materials Optionality Will Shape Balanced Outlook

Analysts have lifted their fair value estimate for Infineon Technologies by about €0.59 to €44.26, citing slightly higher long term profit margin and P/E assumptions following recent research updates that include a higher €41 Street price target and interest in the company as a partner for DC based datacenter infrastructure. Analyst Commentary Street research around Infineon has focused on refreshed valuation targets and the potential impact of new partnership activity linked to DC based datacenter infrastructure.

With Infineon Technologies AG (ETR:IFX) It Looks Like You'll Get What You Pay For

Jan 05
With Infineon Technologies AG (ETR:IFX) It Looks Like You'll Get What You Pay For

IFX: Data Center Power Partnerships Will Drive Future Margin And Share Momentum

Analysts have nudged their price target on Infineon Technologies higher to approximately EUR 41, citing a slightly richer long term valuation multiple supported by resilient margin expectations and incremental growth opportunities from new partnerships in data center power infrastructure. Analyst Commentary Bullish analysts emphasize that the modest lift in the price target reflects increased confidence in Infineon Technologies margin durability and its ability to capture incremental value from secular trends in power electronics for data centers.

IFX: Data Center Power Partnerships Will Drive Long-Term Share Momentum

Analysts have nudged their fair value estimate for Infineon Technologies slightly higher, lifting the price target by about EUR 1 to reflect modestly improved growth and margin assumptions, supported by recent target increases from the Street and growing optimism around long term demand drivers. Analyst Commentary Bullish analysts highlight that recent target increases to the low 40s in euro terms signal confidence that Infineon can defend and gradually expand margins, even as the broader European hardware space faces mixed sentiment.

IFX: Partnerships And Mineral Supply News Will Drive Long-Term Share Momentum

Infineon Technologies' analyst fair value target has increased slightly from €43.02 to €43.61. Analysts cited steady price target raises supported by optimism for future growth and strategic partnerships.

Infineon Technologies AG Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Nov 15
Infineon Technologies AG Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

IFX: New Partnerships And AI Demand Will Drive Share Gains Ahead

Infineon Technologies' analyst price target has increased modestly from EUR 37 to EUR 39. Analysts highlight supportive 2027 valuation estimates and optimism around new partnerships, despite a slightly lower revenue growth outlook.

Estimating The Intrinsic Value Of Infineon Technologies AG (ETR:IFX)

Sep 17
Estimating The Intrinsic Value Of Infineon Technologies AG (ETR:IFX)

Returns At Infineon Technologies (ETR:IFX) Are On The Way Up

Aug 25
Returns At Infineon Technologies (ETR:IFX) Are On The Way Up

Investors Can Find Comfort In Infineon Technologies' (ETR:IFX) Earnings Quality

Aug 12
Investors Can Find Comfort In Infineon Technologies' (ETR:IFX) Earnings Quality

Is There Now An Opportunity In Infineon Technologies AG (ETR:IFX)?

Jul 24
Is There Now An Opportunity In Infineon Technologies AG (ETR:IFX)?

Does Infineon Technologies (ETR:IFX) Have A Healthy Balance Sheet?

Jun 26
Does Infineon Technologies (ETR:IFX) Have A Healthy Balance Sheet?

Infineon Technologies AG (ETR:IFX) Stocks Shoot Up 26% But Its P/E Still Looks Reasonable

May 20
Infineon Technologies AG (ETR:IFX) Stocks Shoot Up 26% But Its P/E Still Looks Reasonable

Infineon Technologies (ETR:IFX) Has Some Way To Go To Become A Multi-Bagger

May 12
Infineon Technologies (ETR:IFX) Has Some Way To Go To Become A Multi-Bagger
User avatar

Innovation In AI And EV Solutions Sparks Promising Growth In Semiconductor Markets

Infineon's innovations in power semiconductor technology and focus on growth areas like EVs and AI are poised to enhance market share and profitability.

CEO 보수 분석

Jochen Hanebeck의 보수는 Infineon Technologies의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Dec 31 2025n/an/a

€1b

Sep 30 2025€3m€1m

€987m

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

€3b

Dec 31 2023n/an/a

€3b

Sep 30 2023€3m€1m

€3b

Jun 30 2023n/an/a

€3b

Mar 31 2023n/an/a

€3b

Dec 31 2022n/an/a

€2b

Sep 30 2022€3m€1m

€2b

Jun 30 2022n/an/a

€2b

Mar 31 2022n/an/a

€2b

Dec 31 2021n/an/a

€1b

Sep 30 2021€2m€750k

€1b

Jun 30 2021n/an/a

€792m

Mar 31 2021n/an/a

€417m

Dec 31 2020n/an/a

€383m

Sep 30 2020€2m€750k

€337m

Jun 30 2020n/an/a

€395m

Mar 31 2020n/an/a

€756m

Dec 31 2019n/an/a

€837m

Sep 30 2019€2m€750k

€889m

보상 대 시장: Jochen의 총 보수(USD3.16M)는 German 시장에서 비슷한 규모 기업의 평균(USD5.68M)보다 낮습니다.

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

CEO

Jochen Hanebeck (57 yo)

9.8yrs
재임 기간
€2,698,579
보수

Mr. Jochen Hanebeck is Chief Executive Officer & Labor Director at Infineon Technologies AG since April 1, 2022 and serves as its Chairman of Management Board since 2022. He has been a Member of Management...

리더십 팀

이름직위재임 기간보수지분
Jochen Hanebeck
CEO, Labor Director & Chairman of Management Board9.8yrs€2.70m데이터 없음
Sven Schneider
CFO & Member of Management Board7yrs€2.24m데이터 없음
Andreas Urschitz
Chief Marketing Officer & Member of Management Board3.9yrs€1.32m데이터 없음
Elke Reichart
Chief Digital & Sustainability Officer and Member of the Management Board2.5yrs€1.40m데이터 없음
Peter Gruber
CFO of Operations & Employee Representative Member of Supervisory Boardno data€145.00k데이터 없음
Alexander Gorski
COO & Member of Management Boardless than a year데이터 없음데이터 없음
Alexander Foltin
Head of Financeno data데이터 없음데이터 없음
Florian Martens
Global Head of Communications & Public Policy2.2yrs데이터 없음데이터 없음
Peter Friedrichs
Senior Director of Silicon Carbide Technologyno data데이터 없음데이터 없음
Matthew Epstein
Senior Analystno data데이터 없음데이터 없음
3.8yrs
평균 재임 기간
56yo
평균 나이

경험이 풍부한 관리: IFX의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.8 년).

이사회 구성원

이름직위재임 기간보수지분
Peter Gruber
CFO of Operations & Employee Representative Member of Supervisory Board17.3yrs€145.00k데이터 없음
Johann Dechant
Employee Representative Deputy Chairman of Supervisory Board11.3yrs€229.00k데이터 없음
Hermann Eul
Member of Supervisory Board2.3yrs€143.00k데이터 없음
Ulrich Spiesshofer
Member of Supervisory Board6.3yrs€118.00k데이터 없음
Margret Suckale
Member of the Supervisory Board6.3yrs€147.00k데이터 없음
Herbert Diess
Chairman of the Supervisory Board3.3yrs€305.00k데이터 없음
Friedrich Eichiner
Member of Supervisory Board6.3yrs€239.00k데이터 없음
Susanne Lachenmann
Employee Representative Member of Supervisory Board11.3yrs€145.00k데이터 없음
Annette Engelfried
Employee Representative Member of Supervisory Board11.3yrs€199.00k데이터 없음
Diana Vitale
Employee Representative Member of Supervisory Board11.3yrs€147.00k데이터 없음
Xiaoqun Clever-Steg
Member of Supervisory Board6.3yrs€145.00k데이터 없음
Melanie Riedl
Employee Representative Member of Supervisory Board6.3yrs€145.00k데이터 없음
6.3yrs
평균 재임 기간
61yo
평균 나이

경험이 풍부한 이사회: IFX의 이사회는 경험이 있음으로 간주됩니다(평균 재임 6.3 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/04 06:15
종가2026/05/04 00:00
수익2025/12/31
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 가이드와 YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

Infineon Technologies AG는 43명의 분석가가 다루고 있습니다. 이 중 23명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
George ChangAletheia Analyst Network Limited
Alexi UngerArete Research Services LLP
James FontanelliArete Research Services LLP