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Deutsche Lufthansa AGXTRA:LHA 주식 보고서

시가총액 €9.5b
주가
€7.92
€11.07
28.5% 저평가 내재 할인율
1Y18.6%
7D-2.6%
포트폴리오 가치
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Deutsche Lufthansa AG

XTRA:LHA 주식 리포트

시가총액: €9.5b

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Deutsche Lufthansa AG 경쟁사

가격 이력 및 성과

Deutsche Lufthansa 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가€7.92
52주 최고가€9.59
52주 최저가€6.41
베타1.28
1개월 변동1.64%
3개월 변동-12.96%
1년 변동18.56%
3년 변동-14.05%
5년 변동-22.85%
IPO 이후 변동-58.22%

최근 뉴스 및 업데이트

분석 기사 May 15

There May Be Underlying Issues With The Quality Of Deutsche Lufthansa's (ETR:LHA) Earnings

Deutsche Lufthansa AG ( ETR:LHA ) just reported some strong earnings, and the market reacted accordingly with a healthy...
내러티브 업데이트 May 03

LHA: Cost Execution And Margin Discipline Will Support Future Rerating Potential

The analyst price target for Deutsche Lufthansa has been trimmed by roughly €0.33, reflecting a series of recent target cuts and downgrades across major banks as analysts factor in slightly higher discount rates, modestly adjusted profit margin expectations, and a somewhat higher assumed future P/E multiple. Analyst Commentary Recent research points to a mixed but still constructive view on Deutsche Lufthansa, with several firms refining their targets and ratings as new information comes through.

Recent updates

분석 기사 May 15

There May Be Underlying Issues With The Quality Of Deutsche Lufthansa's (ETR:LHA) Earnings

Deutsche Lufthansa AG ( ETR:LHA ) just reported some strong earnings, and the market reacted accordingly with a healthy...
내러티브 업데이트 May 03

LHA: Cost Execution And Margin Discipline Will Support Future Rerating Potential

The analyst price target for Deutsche Lufthansa has been trimmed by roughly €0.33, reflecting a series of recent target cuts and downgrades across major banks as analysts factor in slightly higher discount rates, modestly adjusted profit margin expectations, and a somewhat higher assumed future P/E multiple. Analyst Commentary Recent research points to a mixed but still constructive view on Deutsche Lufthansa, with several firms refining their targets and ratings as new information comes through.
내러티브 업데이트 Apr 19

LHA: Execution On Costs And Margins Will Support Future Rerating Potential

The updated analyst price target for Deutsche Lufthansa has been trimmed by roughly €0.34. Analysts cite recent target cuts at several major banks and slightly lower fair value and profit margin assumptions, partly offset by revised revenue growth expectations and a lower future P/E multiple.
내러티브 업데이트 Apr 03

LHA: Turnaround Execution And Fuel Cost Management Will Drive Future Upside Potential

The updated analyst price target for Deutsche Lufthansa moves modestly higher by about €0.42. This reflects analysts' mixed but generally constructive views that factor in revised growth assumptions, margin expectations and sector P/E comparisons following recent upgrades, downgrades and target tweaks across the Street.
내러티브 업데이트 Mar 20

LHA: Turnaround Execution And Fuel Costs Will Shape Fairly Balanced Outlook

Analysts have revised Deutsche Lufthansa's fair value estimate from €6.00 to €7.00, reflecting a mix of reduced price targets from several banks and more constructive views from others who highlight operational improvement efforts and the potential impact of easing fuel costs over time. Analyst Commentary Recent Street research on Deutsche Lufthansa shows a split picture, with some firms raising targets or upgrading ratings while others trim expectations and highlight execution and growth risks.
내러티브 업데이트 Mar 06

LHA: Turnaround Execution And IT Overhaul Will Support Future Rerating Potential

Analyst fair value for Deutsche Lufthansa has nudged up only slightly to €11.75 from €11.74, as mixed Street price target moves, including cuts around €7.60 and upgrades toward €9.30, leave the overall outlook largely unchanged, but incrementally more constructive on profitability and near term growth assumptions. Analyst Commentary Recent Street research around Deutsche Lufthansa has been mixed, but there is a clear cluster of more positive calls that help explain why fair value estimates have edged higher even as some targets remain cautious.
내러티브 업데이트 Feb 20

LHA: Turnaround Plan And IT Overhaul Will Support Future Repricing Potential

Our updated analyst price target for Deutsche Lufthansa edges higher to €11.74 from €11.57, reflecting modestly adjusted assumptions on revenue growth, profit margins and discount rate. This sits alongside mixed but generally more constructive Street research, where several firms have raised price targets and at least one has upgraded the stock.
내러티브 업데이트 Feb 05

LHA: Turnaround Execution Risk Will Likely Cap Upside Despite Recent Upgrade

Analysts have raised their fair value estimate for Deutsche Lufthansa to €6.0 from €5.0, reflecting updated views on discount rates, revenue growth, profit margins and P/E assumptions, informed by recent mixed price target changes from Deutsche Bank, Barclays, Morgan Stanley and JPMorgan. Analyst Commentary Recent research on Deutsche Lufthansa shows a mixed set of opinions, with some firms turning more constructive and others taking a more cautious stance on the shares and the company’s ability to deliver on its plans.
내러티브 업데이트 Jan 22

LHA: Turnaround Program And IT Overhaul Will Support Higher Future Earnings

Analysts have lifted their fair value estimate for Deutsche Lufthansa from €10.67 to €11.57, reflecting recent price target increases across several banks and updated assumptions on discount rate, revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent Street research on Deutsche Lufthansa has been mixed, but there is a clear cluster of bullish analysts who see upside potential relative to prior expectations.
내러티브 업데이트 Jan 08

LHA: Turnaround Uncertainty And Execution Risks Will Constrain Share Recovery Potential

Analysts have increased the fair value estimate for Deutsche Lufthansa to about €8.30 from €8.01, citing improved profit margin assumptions, a slightly lower discount rate and recent upward revisions to price targets, including a move to €9.30 at one major firm and €8 at another. Analyst Commentary Recent research opinions on Deutsche Lufthansa have shifted meaningfully over the past few months, with some firms turning more constructive and others taking a more cautious stance.
분석 기사 Jan 04

Here's Why Deutsche Lufthansa (ETR:LHA) Has A Meaningful Debt Burden

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
내러티브 업데이트 Dec 22

LHA: Mixed Ratings And Fleet Delays Will Shape Recovery Path Ahead

Analysts have nudged their fair value estimate for Deutsche Lufthansa slightly higher to roughly EUR 8.01 from about EUR 7.89, citing moderately stronger revenue growth expectations and a higher future earnings multiple, despite ongoing profitability and macro headwinds reflected in mixed recent price target revisions. Analyst Commentary Recent Street research on Deutsche Lufthansa presents a mixed outlook, with price targets clustering below the updated fair value estimate and ratings skewed toward caution.
내러티브 업데이트 Dec 08

LHA: Mixed Ratings Will Shape Recovery Outlook Amid Delayed Widebody Deliveries

The analyst price target for Deutsche Lufthansa has been modestly raised to EUR 7.89 from EUR 7.50 as analysts factor in slightly lower perceived risk and improving profit margins, even as they moderate long term growth and valuation assumptions in light of mixed recent research views. Analyst Commentary Recent Street research on Deutsche Lufthansa highlights a mixed backdrop, with modest upward adjustments to some price targets offset by more cautious ratings and valuation resets.
분석 기사 Nov 08

Deutsche Lufthansa's (ETR:LHA) Promising Earnings May Rest On Soft Foundations

Deutsche Lufthansa AG ( ETR:LHA ) just reported some strong earnings, and the market reacted accordingly with a healthy...
내러티브 업데이트 Oct 30

LHA: Market Headwinds And Aircraft Delays Will Shape Earnings Recovery Prospects

Deutsche Lufthansa's analyst price target has been revised lower. The latest consensus estimate decreased from €7.57 to €7.50, as analysts cite continued headwinds and reduced earnings expectations following industry downgrades and cautious outlooks.
내러티브 업데이트 Oct 15

Overoptimistic Projections Will Crumble Under Mounting Cost Pressures

Analysts have slightly lowered their price target for Deutsche Lufthansa, reducing it from €7.65 to €7.57. They cite continued industry headwinds and a cautious outlook on profitability and growth assumptions.
분석 기사 Sep 18

Is Deutsche Lufthansa (ETR:LHA) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
내러티브 업데이트 Sep 04

Overoptimistic Projections Will Crumble Under Mounting Cost Pressures

Analysts remain cautious on Lufthansa due to valuation concerns despite stable demand and segmental strength in logistics and MRO, as reduced perceived upside and expectations of softer unit revenue leave the consensus analyst price target unchanged at €7.65. Analyst Commentary Analysts see demand for European airlines remaining stable, but regard Lufthansa's valuation as less attractive at current levels.
분석 기사 Aug 13

When Should You Buy Deutsche Lufthansa AG (ETR:LHA)?

XTRA:LHA 1 Year Share Price vs Fair Value Explore Deutsche Lufthansa's Fair Values from the Community and select yours...
분석 기사 Jul 08

Investors Will Want Deutsche Lufthansa's (ETR:LHA) Growth In ROCE To Persist

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
분석 기사 Jun 17

Is There An Opportunity With Deutsche Lufthansa AG's (ETR:LHA) 49% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Deutsche Lufthansa fair value estimate is €13.65 Deutsche...
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새로운 내러티브 Nov 28

Lufthansa Set To Soar With Digital Advancements And Fleet Modernization Despite Industry Challenges

Lufthansa's operational improvements and fleet modernization are set to enhance net margins by reducing costs and boosting efficiency.

주주 수익률

LHADE AirlinesDE 시장
7D-2.6%1.3%2.0%
1Y18.6%1.2%-0.1%

수익률 대 산업: LHA은 지난 1년 동안 -3.1%의 수익을 기록한 German Airlines 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: LHA은 지난 1년 동안 -1.3%를 기록한 German 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

Is LHA's price volatile compared to industry and market?
LHA volatility
LHA Average Weekly Movement7.7%
Airlines Industry Average Movement7.2%
Market Average Movement6.2%
10% most volatile stocks in DE Market13.3%
10% least volatile stocks in DE Market2.7%

안정적인 주가: LHA는 지난 3개월 동안 German 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: LHA의 주간 변동성(8%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
1926103,406Carsten Spohrwww.lufthansagroup.com

도이치 루프트한자 AG는 독일 및 전 세계에서 항공 회사로 운영되고 있습니다. 세 가지 부문으로 운영됩니다: 여객 항공사, 물류, 유지보수, 수리 및 정비 서비스(MRO)입니다. 여객 항공 부문에서는 루프트한자 항공, 스위스 항공, 오스트리아 항공, 브뤼셀 항공 및 유로윙스 승객에게 상품과 서비스를 제공합니다.

Deutsche Lufthansa AG 기초 지표 요약

Deutsche Lufthansa의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
LHA 기초 통계
시가총액€9.51b
순이익 (TTM)€1.55b
매출 (TTM)€40.28b
6.1x
주가수익비율(P/E)
0.2x
주가매출비율(P/S)

LHA는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
LHA 손익계산서 (TTM)
매출€40.28b
매출원가€32.69b
총이익€7.60b
기타 비용€6.04b
순이익€1.55b

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

Aug 04, 2026

주당순이익(EPS)1.29
총이익률18.86%
순이익률3.85%
부채/자본 비율75.9%

LHA의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

4.2%
현재 배당 수익률
25%
배당 성향

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 03:48
종가2026/05/20 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 가이드YouTube 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

Deutsche Lufthansa AG는 30명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
David FintzenBarclays
Andrew LobbenbergBarclays
Conor DwyerBerenberg