Hapag-Lloyd Aktiengesellschaft

XTRA:HLAG 주식 리포트

시가총액: €20.5b

Hapag-Lloyd 경영진

경영진 기준 점검 3/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Rolf E. Jansen

최고경영자

€4.4m

총 보수

CEO 급여 비율22.95%
CEO 재임 기간12.2yrs
CEO 지분 보유율n/a
경영진 평균 재임 기간6.6yrs
이사회 평균 재임 기간9yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 • Jun 02

HLAG: ZIM Acquisition Is Expected To Support Earnings Resilience And Re Rating

Hapag-Lloyd's analyst price target has shifted lower from €145 to €131, as analysts factor in updated assumptions around profit margins, discount rates, and a substantially higher future P/E multiple, while also weighing recent mixed Street research that includes both a modest target cut and an upgrade to Hold. Analyst Commentary Recent Street research on Hapag-Lloyd presents a mixed picture, but there are clear pockets of optimism that investors are watching closely.
분석 기사 • May 21

Hapag-Lloyd's (ETR:HLAG) Anemic Earnings Might Be Worse Than You Think

The subdued market reaction suggests that Hapag-Lloyd Aktiengesellschaft's ( ETR:HLAG ) recent earnings didn't contain...
내러티브 업데이트 • Apr 30

HLAG: ZIM Deal And Slower Fleet Expansion Will Shape Future Returns

Analysts have trimmed their average Hapag-Lloyd price target slightly, with small cuts from banks such as Citi and Berenberg offset by a higher €149 target from an upgraded Hold rating. This reflects mixed views on the impact of slowing fleet growth and the proposed ZIM acquisition.
내러티브 업데이트 • Apr 15

HLAG: ZIM Acquisition Risk And Compressed Margins Will Limit Future Upside

Analysts have trimmed Hapag-Lloyd's fair value estimate to €100 from €104.18, linking the modest shift to updated assumptions on discount rate, revenue growth and margins. They also highlighted recent research that points to slower fleet growth and the ZIM acquisition as key factors shaping the refreshed price views.
내러티브 업데이트 • Apr 01

HLAG: ZIM Acquisition Progress Will Support Earnings Resilience And Re Rating

The analyst fair value estimate for Hapag-Lloyd has increased from €130 to €145, reflecting updated views on revenue growth, profitability and the P/E ratio, and citing factors such as slower fleet growth and the planned ZIM acquisition as key supports for the higher price target. Analyst Commentary Recent research points to a more constructive tone around Hapag-Lloyd, with several bullish analysts highlighting specific catalysts that they see as supportive for the updated fair value estimate of €145.
내러티브 업데이트 • Mar 18

HLAG: ZIM Deal Uncertainty And Slower Fleet Expansion Will Restrict Future Upside

Narrative Update: Hapag-Lloyd The analyst price target for Hapag-Lloyd moves from €100.14 to €104.18. Analysts point to slowing fleet growth and the proposed ZIM acquisition, along with its perceived execution profile, as key supports for the revised view.
내러티브 업데이트 • Mar 04

HLAG: ZIM Deal Uncertainty Will Outweigh Benefits From Methanol Fleet Renewal

Analysts have lowered their Hapag-Lloyd price target by €1, reflecting slightly revised assumptions for the discount rate, revenue growth and profit margin following recent deal-related commentary and sector research. Analyst Commentary Recent Street research around the proposed ZIM Integrated acquisition has given investors more detail on how some bullish analysts are thinking about Hapag-Lloyd's risk and reward profile.
내러티브 업데이트 • Feb 17

HLAG: Methanol-Focused Fleet Renewal Will Support Margins Despite Revenue Headwinds

Analysts have trimmed their price targets on Hapag-Lloyd, with recent cuts of €1 and a move from €132 to €120. This reflects more cautious expectations on revenue trends, even as updated assumptions point to a higher profit margin and a lower future P/E multiple.
내러티브 업데이트 • Feb 03

HLAG: Lowered Price Outlook Will Limit Upside Despite Planned Greener Fleet Expansion

Analysts have trimmed their price target for Hapag-Lloyd to €120 from €132, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E that together point to a more cautious outlook for the shares. Analyst Commentary Recent research points to a more measured stance on Hapag-Lloyd, with the revised €120 price target and a Hold rating signalling that analysts see a balance of upside and downside risks at current levels.
분석 기사 • Jan 26

Does Hapag-Lloyd (ETR:HLAG) 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...
내러티브 업데이트 • Jan 20

HLAG: Higher Required Returns Will Restrain Overvalued Shares Despite New Green Fleet Plans

Analysts have reduced their fair value estimate for Hapag-Lloyd by about €3 per share, bringing it in line with a lowered Street price target of €120 and reflecting updated views on discount rates, revenue trends and expected P/E levels. Analyst Commentary Bullish Takeaways Bullish analysts view the updated €120 target as broadly consistent with current assumptions on discount rates and P/E levels, suggesting the stock is closer to what they see as fair value after recent model adjustments.
분석 기사 • Jan 11

Hapag-Lloyd Aktiengesellschaft's (ETR:HLAG) Price Is Right But Growth Is Lacking

With a price-to-earnings (or "P/E") ratio of 14.3x Hapag-Lloyd Aktiengesellschaft ( ETR:HLAG ) may be sending bullish...
내러티브 업데이트 • Jan 05

HLAG: Lowered Fair Value Will Limit Upside Despite Efficiency Investments

Analysts have trimmed their price target on Hapag-Lloyd, with one recent Street target moving to €120 from €132. This reflects updated assumptions around a fair value of €65, a revised discount rate of 5.52%, adjusted revenue expectations, and a lower future P/E of 8.77x supported by higher projected profit margins of 8.43%.
내러티브 업데이트 • Dec 14

HLAG: Revenue Headwinds Will Be Balanced By Margin And Brazil Terminal Upside

Analysts have reduced their price target on Hapag-Lloyd from EUR 140 to EUR 130, reflecting a more cautious outlook on revenue growth, partially offset by expectations for improved profit margins and a lower future P/E multiple. Analyst Commentary Bullish analysts note that the recent reduction in price targets largely reflects a recalibration of medium term expectations rather than a fundamental shift in the company’s long term earnings power.
내러티브 업데이트 • Nov 30

HLAG: Rising Discount Rate Will Limit Shares As Sector Pressures Mount

Analysts have lowered their price target for Hapag-Lloyd from €132 to €120, citing slightly weaker growth forecasts and an uptick in the discount rate as key factors in the revision. Analyst Commentary Recent updates from street research reflect mixed perspectives on Hapag-Lloyd's outlook following the updated price target.
내러티브 업데이트 • Nov 16

HLAG: Weaker Earnings Momentum Will Weigh On Shares Amid Ongoing Market Softness

Analysts have reduced their price target for Hapag-Lloyd, with levels now ranging from EUR 92 to EUR 132. They cite recent earnings results and updated company forecasts as key factors for the adjustment.
분석 기사 • Nov 04

Is Hapag-Lloyd Aktiengesellschaft (ETR:HLAG) Expensive For A Reason? A Look At Its Intrinsic Value

Key Insights Hapag-Lloyd's estimated fair value is €97.77 based on 2 Stage Free Cash Flow to Equity Hapag-Lloyd is...
내러티브 업데이트 • Nov 01

HLAG: Shipping Rates And Demand Uncertainty Will Drive Shares Lower

Analysts have slightly revised their price targets downward for Hapag-Lloyd, with fair value estimates trimming from approximately €107.09 to €104.91. This adjustment is due to model updates and cautious outlooks following recent earnings.
내러티브 업데이트 • Oct 18

Container Shipping Demands Will Exacerbate Margin Compression

Analysts have lowered their price targets for Hapag-Lloyd, with notable reductions including EUR 132 from EUR 170 and EUR 92 from EUR 93. These changes are due to adjustments to models following the company's second-quarter results and updated earnings expectations.
내러티브 업데이트 • Oct 04

Container Shipping Demands Will Exacerbate Margin Compression

Hapag-Lloyd's analyst price target has been adjusted downward, with recent updates reflecting a modest decrease. This change is driven by analysts responding to updated financial models and ongoing sector headwinds.
분석 기사 • Oct 02

Hapag-Lloyd Aktiengesellschaft's (ETR:HLAG) Earnings Are Not Doing Enough For Some Investors

Hapag-Lloyd Aktiengesellschaft's ( ETR:HLAG ) price-to-earnings (or "P/E") ratio of 8.6x might make it look like a...
분석 기사 • Sep 16

Does Hapag-Lloyd (ETR:HLAG) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 • Sep 01

What Is Hapag-Lloyd Aktiengesellschaft's (ETR:HLAG) Share Price Doing?

Hapag-Lloyd Aktiengesellschaft ( ETR:HLAG ) saw significant share price movement during recent months on the XTRA...
내러티브 업데이트 • Aug 27

Container Shipping Demands Will Exacerbate Margin Compression

Despite a slight improvement in revenue growth forecasts, a modest reduction in Hapag-Lloyd’s future P/E ratio has contributed to the consensus analyst price target decreasing from €112.00 to €108.55. What's in the News Hapag-Lloyd raised its 2025 earnings guidance, now expecting Group EBIT of USD 0.25 to 1.25 billion (EUR 0.2 to 1.1 billion).
분석 기사 • Aug 17

Hapag-Lloyd Aktiengesellschaft Just Beat Revenue By 9.6%: Here's What Analysts Think Will Happen Next

XTRA:HLAG 1 Year Share Price vs Fair Value Explore Hapag-Lloyd's Fair Values from the Community and select yours Last...
분석 기사 • Aug 12

We Like These Underlying Return On Capital Trends At Hapag-Lloyd (ETR:HLAG)

XTRA:HLAG 1 Year Share Price vs Fair Value Explore Hapag-Lloyd's Fair Values from the Community and select yours...
분석 기사 • Jul 20

A Look At The Intrinsic Value Of Hapag-Lloyd Aktiengesellschaft (ETR:HLAG)

Key Insights The projected fair value for Hapag-Lloyd is €106 based on 2 Stage Free Cash Flow to Equity Current share...
User avatar
새로운 내러티브 • Nov 24

New Fleet And Gemini Network Challenge Margins But High Asia Demand Holds Promise

Elevated capital and operating expenses from ship purchases and regulatory compliance could strain cash flow and compress net margins, affecting near-term earnings.

CEO 보수 분석

Rolf E. Jansen의 보수는 Hapag-Lloyd의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

€248m

Dec 31 2025n/an/a

€910m

Sep 30 2025n/an/a

€2b

Jun 30 2025n/an/a

€2b

Mar 31 2025n/an/a

€3b

Dec 31 2024€4m€1m

€2b

Sep 30 2024n/an/a

€1b

Jun 30 2024n/an/a

€764m

Mar 31 2024n/an/a

€1b

Dec 31 2023€3m€1m

€3b

Sep 30 2023n/an/a

€6b

Jun 30 2023n/an/a

€11b

Mar 31 2023n/an/a

€15b

Dec 31 2022€3m€850k

€17b

Sep 30 2022n/an/a

€17b

Jun 30 2022n/an/a

€15b

Mar 31 2022n/an/a

€12b

Dec 31 2021€3m€800k

€9b

Sep 30 2021n/an/a

€6b

Jun 30 2021n/an/a

€3b

Mar 31 2021n/an/a

€2b

Dec 31 2020€3m€750k

€927m

Sep 30 2020n/an/a

€605m

Jun 30 2020n/an/a

€503m

Mar 31 2020n/an/a

€292m

Dec 31 2019€2m€750k

€362m

보상 대 시장: Rolf E.의 총 보수(USD5.06M)는 German 시장에서 비슷한 규모 기업의 평균(USD5.57M) 수준입니다.

보상과 수익: Rolf E.의 보상은 20% 이상 증가했지만 지난 1년 동안 회사 수익은 20% 이상 감소했습니다.

CEO

Rolf E. Jansen (60 yo)

12.2yrs
재임 기간
€4,357,300
보수

Mr. Rolf E. Habben Jansen has been the Chief Executive Officer and Chairman of the Executive Board at Hapag-Lloyd Aktiengesellschaft since July 1, 2014 and its Member of Executive Board since joining in Ap...

리더십 팀

이름직위재임 기간보수지분
Rolf E. Jansen
Chairman of the Executive Board & CEO12.2yrs€4.36m데이터 없음
Mark Frese
CFO, Chief Procurement Officer & Member of Executive Board6.6yrs€3.04m데이터 없음
Maximilian Rothkopf
COO & Member of Executive Board7.1yrs€2.79m데이터 없음
Donya-Florence Amer
CHRO, Chief Information Officer4.3yrs€2.04m데이터 없음
Dheeraj Bhatia
Chief Terminal & Infrastructure Officer and Member of Executive Board2.4yrs€840.20k데이터 없음
Felix Albrecht
Employee Representative Member of Supervisory Board & Second Engineer Officer9.4yrs€123.50k데이터 없음
Silke Lehmkoster
Head of Fleet Management & Employee Representative Member of Supervisory Boardno data€166.20k데이터 없음
Michael Kastl
MD of Treasuryno data데이터 없음데이터 없음
Thomas Mansfeld
General Counsel & Chief Compliance Officerno data데이터 없음데이터 없음
Lars Sorensen
Senior Managing Director of Region Middle East2.4yrs데이터 없음데이터 없음
6.6yrs
평균 재임 기간
53yo
평균 나이

경험이 풍부한 관리: HLAG의 경영진은 노련하고 경험이 풍부합니다(평균 재임 6.6 년).

이사회 구성원

이름직위재임 기간보수지분
Felix Albrecht
Employee Representative Member of Supervisory Board & Second Engineer Officer7.3yrs€123.50k데이터 없음
Silke Lehmkoster
Head of Fleet Management & Employee Representative Member of Supervisory Board3.8yrs€166.20k데이터 없음
Michael Behrendt
Independent Member of Supervisory Board11.5yrs€336.00k데이터 없음
Andreas Rittstieg
Member of Supervisory Board4.1yrs€96.00k데이터 없음
Karl Gernandt
Chairman of Supervisory Board17.3yrs€214.00k데이터 없음
Peter Graeser
Employee Representative Member of Supervisory Board2.6yrs€15.00k데이터 없음
Oscar Hasbun Martinez
Second Vice Chairman of Supervisory Board11.5yrs€222.00k데이터 없음
Sabine Nieswand
Employee Representative Member of Supervisory Board9.8yrs€123.50k데이터 없음
Klaus Schroeter
Employee Representative First Deputy Chairman of Supervisory Board9.8yrs€211.20k데이터 없음
Annabell Kroger
Employee Representative Member of Supervisory Board9yrs€138.70k데이터 없음
Turqi Alnowaiser
Independent Member of Supervisory Board8.3yrs€126.00k데이터 없음
Ali bin Jassim Bin Mohamed Jassim Al Thani
Independent Member of Supervisory Board9.1yrs€142.00k데이터 없음
9.0yrs
평균 재임 기간
64yo
평균 나이

경험이 풍부한 이사회: HLAG의 이사회는 경험이 있음으로 간주됩니다(평균 재임 9 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/04 23:32
종가2026/06/04 00:00
수익2026/03/31
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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

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

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Hapag-Lloyd Aktiengesellschaft는 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
Marco LimiteBarclays
Benjamin ThielmannBerenberg
Robert JoynsonBNP Paribas