Bechtle AG

XTRA:BC8 주식 리포트

시가총액: €4.5b

Bechtle 경영진

경영진 기준 점검 3/4

Bechtle CEO는 Thomas Olemotz, Mar2006 에 임명되었습니다 의 임기는 20.42 년입니다. 는 €684.73K 가치에 해당하는 회사 주식의 0.015% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 각각 6.7 년과 8.2 년입니다.

핵심 정보

Thomas Olemotz

최고경영자

n/a

총 보수

CEO 급여 비율n/a
CEO 재임 기간20.4yrs
CEO 지분 보유율0.02%
경영진 평균 재임 기간6.7yrs
이사회 평균 재임 기간8.2yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 • Aug 20

BC8: Raised Street Price View And 2026 Outlook Will Support Future Upside Potential

Analysts have increased their fair value estimate for Bechtle from €40.56 to €42.75, citing the recent Street research move that raised the stock's price target to €40 as support for the updated view. What’s in the News for Bechtle Bechtle AG updated its outlook for 2026 and now guides for revenue growth in a range of 5% to 10% for the year.
분석 기사 • Aug 15

Bechtle AG Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Bechtle AG ( ETR:BC8 ) just released its interim report and things are looking bullish. Results were good overall, with...
내러티브 업데이트 • Aug 06

BC8: Updated Revenue Outlook And Assumptions Will Support A Measured Future Profile

Analysts have nudged their fair value estimate for Bechtle higher, with the price target moving from €39.00 to about €40.56, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E multiples. What’s in the News for Bechtle Bechtle raised its revenue guidance for 2026 to a range of 5% to 10% growth, compared with the previous range of 0% to 5%.
내러티브 업데이트 • Jul 23

BC8: Higher Forward Multiple Will Support 2026 IT Revival Hopes

Analysts have raised their price target for Bechtle to €34.50, citing revised assumptions on fair value, discount rate, revenue growth, profit margin, and future P/E after recent research that included a €3 increase in the target price. What’s in the News for Bechtle No recent company specific news for Bechtle was provided in the available sources.
내러티브 업데이트 • Jul 08

BC8: 2026 IT Revival Hopes Will Balance Execution And Secure Access Rollout

Analysts have modestly lowered their fair value estimate for Bechtle to approximately €29.65 from €31. Slightly softer assumptions for revenue growth and future P/E are only partly offset by a marginally improved profit margin outlook and a reduced discount rate.
내러티브 업데이트 • Jun 24

BC8: Industrial Remote Access Partnership Will Support Earnings Repricing

Analysts have reduced their fair value estimate for Bechtle from €56 to €45, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E multiples, even though some recent research includes a €3 increase in the price target. What’s in the News for Bechtle TeamViewer Germany GmbH and Bechtle introduced new secure access gateway hardware that supports plug-and-play deployment of secure remote access for industrial systems.
내러티브 업데이트 • Jun 09

BC8: Upgraded Research And Industrial Remote Access Partnership Will Support Undervalued Outlook

Analysts have adjusted Bechtle’s price target to €39.0, reflecting recent changes in their discount rate and valuation assumptions following mixed target revisions and an upgrade in recent research. Analyst Commentary Bullish Takeaways Bullish analysts see the recent price target increase of €3 as support for a higher valuation ceiling, even after prior adjustments.
내러티브 업데이트 • May 25

BC8: Updated P E Framework Will Support Undervalued Outlook On Mixed Street Repricing

Analysts have nudged their price target on Bechtle slightly higher to €39.00, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E that align with recent price target changes and upgrades in Street research. Analyst Commentary Recent Street research on Bechtle has been mixed, with some analysts lifting price targets while others have trimmed theirs.
내러티브 업데이트 • May 04

BC8: Refined P E Framework Will Support Undervalued Outlook After Guidance

Bechtle's analyst price target has shifted to €39.18 from €44.88, reflecting updated views on slightly softer growth and margin assumptions, as well as refreshed P/E expectations discussed in recent research updates by analysts. Analyst Commentary Recent research updates show both optimism and caution around Bechtle, with multiple revisions to price targets over time and at least one upgrade in rating.
내러티브 업데이트 • Apr 19

BC8: 2026 IT Revival Hopes Will Face Cautious Execution And Budget Timing

Analysts have reduced their fair value estimate for Bechtle from €34.50 to €31.00, reflecting recent cuts and an upgrade in price targets that highlight more cautious assumptions regarding growth, profitability, and required returns. Analyst Commentary Recent research shows a more cautious tone around Bechtle, with multiple price target cuts clustering over a short period.
내러티브 업데이트 • Apr 05

BC8: Mixed Research Updates And Investor Day Will Support Earnings Repricing

Analysts have trimmed their average price target on Bechtle by €6. This reflects recent downward revisions from some firms alongside a fresh upgrade from others that highlight mixed views on the stock.
분석 기사 • Mar 25

Bechtle AG (ETR:BC8) Just Reported Yearly Earnings: Have Analysts Changed Their Mind On The Stock?

It's been a mediocre week for Bechtle AG ( ETR:BC8 ) shareholders, with the stock dropping 13% to €26.44 in the week...
내러티브 업데이트 • Mar 22

BC8: Higher Future P/E And Investor Day Update Will Support Earnings Power

Analysts have trimmed their price target on Bechtle by €1, citing slightly higher discount rate assumptions, modest adjustments to expected revenue growth and profit margins, and a marginally higher future P/E multiple in their refreshed models. Analyst Commentary Even with the €1 price target trim, bullish analysts still frame Bechtle as a name where their long term thesis remains intact.
내러티브 업데이트 • Mar 07

BC8: Refined Discount Rate Framework Will Support Undervalued Outlook After Guidance Confirmation

Analysts have trimmed their price target on Bechtle by €1, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E that align with recent Street research. Analyst Commentary Bullish Takeaways Bullish analysts view the modest €1 reduction in the price target as a fine tuning of their models rather than a shift in their broader view on Bechtle, with fair value assumptions still supported by current Street research.
내러티브 업데이트 • Feb 21

BC8: Higher Future P/E Expectations Will Support Stronger 2026 Earnings Power

Analysts have raised their fair value estimate for Bechtle from €52.00 to €56.00, reflecting updated assumptions on discount rate, revenue growth, profit margin and future P/E expectations, even as some recent research, including a €1 trim to the price target at Deutsche Bank, points to a more cautious stance on near term performance drivers. Analyst Commentary Bullish analysts point to the higher fair value estimate of €56.00 as a signal that their core assumptions on discount rate, revenue growth, profit margins and future P/E have shifted in a more constructive direction, even if some individual price targets, such as the recent €1 trim, look slightly more cautious on the surface.
분석 기사 • Feb 13

Bechtle AG's (ETR:BC8) 26% Share Price Plunge Could Signal Some Risk

Bechtle AG ( ETR:BC8 ) shares have had a horrible month, losing 26% after a relatively good period beforehand. To make...
내러티브 업데이트 • Feb 07

BC8: 2026 IT Spending Revival Will Support Undervalued Outlook After Guidance Confirmation

Analysts now place Bechtle's fair value closer to €46.19 per share, up from €44.08. This reflects slightly adjusted assumptions around discount rate, revenue growth, profit margin and future P/E expectations.
분석 기사 • Feb 02

Is It Too Late To Consider Buying Bechtle AG (ETR:BC8)?

Bechtle AG ( ETR:BC8 ), might not be a large cap stock, but it led the XTRA gainers with a relatively large price hike...
내러티브 업데이트 • Jan 24

BC8: 2026 IT Spending Revival Will Support Stronger Earnings Power

Analysts have lifted their fair value estimate for Bechtle from €51.00 to €52.00, citing expectations for a 2026 IT spending revival that they view as supportive of slightly stronger revenue growth, profit margins and a lower future P/E. Analyst Commentary Bullish Takeaways Bullish analysts highlight the upgrade case as tied to expectations for an IT spending revival in 2026, which they see as supportive for Bechtle's revenue trajectory and operational execution.
내러티브 업데이트 • Jan 09

BC8: 2026 IT Revival Hopes Will Likely Overestimate Budget Recovery Timing

Analysts have nudged their price target on Bechtle to €43, reflecting slightly adjusted assumptions on discount rate, growth and profitability, and a view that the company could benefit if IT spending picks up into 2026. Analyst Commentary The latest move to a €43 price target reflects a view that Bechtle could see a pick up in demand if IT budgets improve into 2026.
분석 기사 • Dec 31

Bechtle (ETR:BC8) Might Be Having Difficulty Using Its Capital Effectively

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
내러티브 업데이트 • Dec 22

BC8: 2026 IT Spending Revival Expectations Will Likely Prove Overly Optimistic

Analysts have raised their price target on Bechtle to approximately EUR 34.50 from about EUR 33.90, citing improving expectations for a 2026 IT spending revival and stronger organic growth prospects in the German IT reseller market. Analyst Commentary While recent research notes highlight an improving outlook for Bechtle into 2026, not all commentary is uniformly positive.
내러티브 업데이트 • Dec 08

BC8: 2026 IT Spending Revival Will Likely Shape Fairly Priced Outlook

Analysts have raised their price target on Bechtle by approximately EUR 1, reflecting expectations for improving organic growth in German IT resellers and a potential revival in IT spending from 2026. This supports slightly higher fair value and profit margin assumptions despite modestly lower revenue growth forecasts.
분석 기사 • Dec 02

Bechtle AG's (ETR:BC8) Shares May Have Run Too Fast Too Soon

When close to half the companies in Germany have price-to-earnings ratios (or "P/E's") below 17x, you may consider...
분석 기사 • Nov 11

Does This Valuation Of Bechtle AG (ETR:BC8) Imply Investors Are Overpaying?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Bechtle fair value estimate is €26.33 Bechtle is estimated to...
분석 기사 • Oct 29

At €36.72, Is It Time To Put Bechtle AG (ETR:BC8) On Your Watch List?

Bechtle AG ( ETR:BC8 ), might not be a large cap stock, but it saw significant share price movement during recent...
내러티브 업데이트 • Sep 25

Investments In Cloud And AI Technologies May Improve Operational Efficiency Amid Market Uncertainties

Bechtle’s higher price target reflects modest improvements in both revenue growth and net profit margin forecasts, resulting in the consensus analyst price target increasing from €42.17 to €43.17. Valuation Changes Summary of Valuation Changes for Bechtle The Consensus Analyst Price Target has risen slightly from €42.17 to €43.17.
분석 기사 • Sep 20

These 4 Measures Indicate That Bechtle (ETR:BC8) Is Using Debt Reasonably Well

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 • Sep 05

Some Investors May Be Worried About Bechtle's (ETR:BC8) Returns On Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
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새로운 내러티브 • Dec 16

AI Integration And NIS2-Driven Cybersecurity Demand Will Accelerate Revenue Growth

Digital transformation and increased AI use could drive significant revenue growth through new technology adoption and market demands.

CEO 보수 분석

Thomas Olemotz의 보수는 Bechtle의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Jun 30 2026n/an/a

€246m

Mar 31 2026n/an/a

€235m

Dec 31 2025n/an/a

€229m

Sep 30 2025n/an/a

€215m

Jun 30 2025n/an/a

€214m

Mar 31 2025n/an/a

€226m

Dec 31 2024n/an/a

€245m

Sep 30 2024n/an/a

€250m

Jun 30 2024n/an/a

€261m

Mar 31 2024n/an/a

€267m

Dec 31 2023n/an/a

€266m

Sep 30 2023n/an/a

€261m

Jun 30 2023n/an/a

€257m

Mar 31 2023n/an/a

€255m

Dec 31 2022n/an/a

€251m

Sep 30 2022n/an/a

€248m

Jun 30 2022n/an/a

€247m

Mar 31 2022n/an/a

€241m

Dec 31 2021€4m€2m

€231m

Sep 30 2021n/an/a

€228m

Jun 30 2021n/an/a

€216m

Mar 31 2021n/an/a

€200m

Dec 31 2020€4m€2m

€193m

Sep 30 2020n/an/a

€187m

Jun 30 2020n/an/a

€177m

Mar 31 2020n/an/a

€175m

Dec 31 2019€4m€2m

€170m

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

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

CEO

Thomas Olemotz (64 yo)

20.4yrs
재임 기간
€3,743,000
보수

Dr. Thomas Olemotz, Dipl.-Kfm, has been the Chairman of the Executive Board at Bechtle AG since October 2010 and Member of its Executive Board since March 2006 and serves as its Chief Executive Officer. Dr...

리더십 팀

이름직위재임 기간보수지분
Thomas Olemotz
CEO & Chairman of The Executive Board20.4yrs€3.74m0.015%
€ 684.7k
Michael Guschlbauer
COO & Member of Executive Board17.6yrs€1.80m0.0054%
€ 239.4k
Marcus Jehle
CFO & Member of the Executive Boardless than a year데이터 없음데이터 없음
Konstantin Ebert
Member of the Executive Board & COO2.6yrs데이터 없음0.0033%
€ 148.4k
Gabi Schepperle
Head of Group Accounting & Treasuryno data데이터 없음데이터 없음
Dirk Muller-Niessner
Executive VP of Southern Region - Bechtle Systemhaus Holding AG & CTO3.6yrs데이터 없음데이터 없음
Martin Link
Head of Investor Relationsno data데이터 없음데이터 없음
Katja Jager
Head of Sales Controllingno data데이터 없음데이터 없음
Gozard Polak
Managing Director of Bechtle Brusselsno data데이터 없음데이터 없음
Oliver Schmidt
Executive Vice President of Managed Services9.8yrs데이터 없음데이터 없음
Thomas Erfort
Head of Staff Development & Academyno data데이터 없음데이터 없음
Jana Hedrich
Head of Payroll Accountingno data데이터 없음데이터 없음
6.7yrs
평균 재임 기간
57yo
평균 나이

경험이 풍부한 관리: BC8의 경영진은 노련하고 경험이 풍부합니다(평균 재임 6.7 년).

이사회 구성원

이름직위재임 기간보수지분
Kurt Dobitsch
Member of Supervisory Board27.3yrs€76.00k데이터 없음
Klaus Winkler
Chairman of the Supervisory Board8.2yrs€227.00k데이터 없음
Daniela Eberle
Employee Representative Member of Supervisory Board22.8yrs€76.00k데이터 없음
Uli Drautz
Vice Chairman of the Supervisory Board22.8yrs€122.00k데이터 없음
Thomas Hess
Member of Supervisory Board14.2yrs€75.00k데이터 없음
Lars Grünert
Member of Supervisory Board8.2yrs€54.00k데이터 없음
Elmar Konig
Member of Supervisory Board3.3yrs데이터 없음데이터 없음
Sandra Stegmann
Member of Supervisory Board10.2yrs€76.00k데이터 없음
Anton Samija
Employee Representative Member of the Supervisory Board8.2yrs€54.00k데이터 없음
Klaus Straub
Member of Supervisory Board3.3yrs데이터 없음데이터 없음
Julia Bottcher
Employee Representative Member of Supervisory Board3.3yrs데이터 없음데이터 없음
Christian Dongi
Employee Representative Member of Supervisory Board3.3yrs데이터 없음데이터 없음
8.2yrs
평균 재임 기간
69yo
평균 나이

경험이 풍부한 이사회: BC8의 이사회는 경험이 있음으로 간주됩니다(평균 재임 8.2 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/08/21 05:00
종가2026/08/21 00:00
수익2026/06/30
연간 수익2025/12/31

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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

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분석가 소스

Bechtle AG는 20명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Knut WollerBaader Helvea Equity Research
Volker BosseBaader Helvea Equity Research
Gustav FrobergBerenberg