Deutsche Lufthansa (LHA) 주식 개요
독일 루프트한자 AG는 독일 및 전 세계에서 항공 회사로 활동하고 있습니다. 자세히 보기
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Analyst Price Targets
Deutsche Lufthansa AG 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | €7.62 |
| 52주 최고가 | €10.29 |
| 52주 최저가 | €6.72 |
| 베타 | 1.28 |
| 1개월 변동 | -14.88% |
| 3개월 변동 | -3.45% |
| 1년 변동 | -6.39% |
| 3년 변동 | -6.92% |
| 5년 변동 | -12.55% |
| IPO 이후 변동 | -59.82% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Aug 20
LHA: Cargo Modernization And Execution On Cost Plans Will Drive Future Upside
Analysts have raised the Deutsche Lufthansa fair value estimate to €9.66 from €8.44, reflecting updated assumptions on discount rates, revenue growth, profit margins and future P/E that are consistent with a mixed set of recent target changes across the Street. Analyst Commentary Recent Street research on Deutsche Lufthansa highlights a split view on the stock, with some analysts edging price targets higher while others cut targets and lean more cautious on execution risks and valuation.
내러티브 업데이트 • Aug 05
LHA: Fuel Shock And Execution Risk Will Sustain Overvaluation Into 2026
Analysts have lowered their price expectations for Deutsche Lufthansa, with the internal fair value estimate moving from €7.10 to €6.50. Recent cuts to Street price targets and slightly softer growth assumptions are only partly offset by a modestly higher profit margin outlook.Recent updates
내러티브 업데이트 • Aug 20
LHA: Cargo Modernization And Execution On Cost Plans Will Drive Future Upside
Analysts have raised the Deutsche Lufthansa fair value estimate to €9.66 from €8.44, reflecting updated assumptions on discount rates, revenue growth, profit margins and future P/E that are consistent with a mixed set of recent target changes across the Street. Analyst Commentary Recent Street research on Deutsche Lufthansa highlights a split view on the stock, with some analysts edging price targets higher while others cut targets and lean more cautious on execution risks and valuation.내러티브 업데이트 • Aug 05
LHA: Fuel Shock And Execution Risk Will Sustain Overvaluation Into 2026
Analysts have lowered their price expectations for Deutsche Lufthansa, with the internal fair value estimate moving from €7.10 to €6.50. Recent cuts to Street price targets and slightly softer growth assumptions are only partly offset by a modestly higher profit margin outlook.내러티브 업데이트 • Jul 22
LHA: 2026 Execution And Labor Disruption Risks Will Sustain Overvaluation
Analysts have raised the Deutsche Lufthansa fair value estimate from €6.60 to €7.10, in line with a series of higher price targets around €7 to €8.70 as they incorporate updated assumptions on revenue growth, profit margins and valuation multiples, while still acknowledging ongoing concerns about competition and labor relations. Analyst Commentary Recent research on Deutsche Lufthansa shows a mixed backdrop, with several firms lifting fair value and price targets while still flagging risks around valuation, execution and labor or competitive pressures.
내러티브 업데이트 • Jul 08
LHA: Cost Discipline And Reliability Will Drive Future Rerating Potential
Analysts have raised the fair value estimate for Deutsche Lufthansa stock from €11.07 to €15.91. They cite updated assumptions around discount rates, profit margins, and earnings multiples that align with recent price target adjustments across the Street, despite some more cautious ratings.내러티브 업데이트 • Jun 24
LHA: Flawless 2026 Execution Demands Will Drive Overvaluation Risk
Analysts have nudged Deutsche Lufthansa's target valuation higher, with the fair value estimate moving from €6.20 to €6.60 as recent price target increases from several banks are reflected in modestly adjusted assumptions for the discount rate, revenue growth, profit margin, and forward P/E. Analyst Commentary Recent research around Deutsche Lufthansa highlights a cautious tone from several bearish analysts, even as some price targets have been adjusted upward.분석 기사 • Jun 16
Deutsche Lufthansa (XTRA:LHA) Stock Could Be Below Fair Value as Analysts Weigh Growth Risks
Recent valuation work around Deutsche Lufthansa (XTRA:LHA) has caught investors' attention, with several models suggesting the stock trades below intrinsic value. However, opinions differ on how cost efficiencies and emerging market exposure affect the risk profile. See our latest analysis for Deutsche Lufthansa. Recent optimism around Deutsche Lufthansa ties in with share price momentum, with a 14.8% 1 month share price return and a 31.16% 1 year total shareholder return suggesting changing...내러티브 업데이트 • Jun 10
LHA: Flawless 2026 Execution And Summer Demand Risks Will Drive Downside
Analysts have reduced the implied fair value estimate for Deutsche Lufthansa from €7.00 to €6.20, citing lower revenue growth and profit margin assumptions, along with recent price target cuts that point to a need for very strong execution against what some view as a full valuation. Analyst Commentary Recent research commentary on Deutsche Lufthansa highlights a shift toward more cautious views, with several bearish analysts revisiting their ratings and price targets in light of what they see as demanding expectations on both valuation and execution.내러티브 업데이트 • May 27
LHA: Execution Risks Strikes And Premium Service Investment Will Shape Future Upside
The analyst price target for Deutsche Lufthansa has been revised slightly lower to €8.44 from €8.71, as analysts factor in more modest revenue growth assumptions, a lower discount rate, a somewhat stronger profit margin outlook, and a reduced future P/E multiple following a mix of recent target cuts and downgrades, alongside a few smaller upward revisions. Analyst Commentary Recent research on Deutsche Lufthansa shows a split in opinion, with several firms cutting ratings or targets while a smaller group has made modest upward adjustments.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.
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
| LHA | DE Airlines | DE 시장 | |
|---|---|---|---|
| 7D | -7.0% | -5.8% | -0.8% |
| 1Y | -6.4% | -4.1% | 2.4% |
수익률 대 산업: LHA은 지난 1년 동안 -4.1%의 수익을 기록한 German Airlines 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: LHA은 지난 1년 동안 2.4%를 기록한 German 시장보다 저조한 성과를 냈습니다.
주가 변동성
| LHA volatility | |
|---|---|
| LHA Average Weekly Movement | 5.4% |
| Airlines Industry Average Movement | 5.2% |
| Market Average Movement | 5.2% |
| 10% most volatile stocks in DE Market | 12.8% |
| 10% least volatile stocks in DE Market | 2.6% |
안정적인 주가: LHA는 지난 3개월 동안 German 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: LHA의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1926 | 103,305 | Carsten Spohr | www.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
| LHA 기초 통계 | |
|---|---|
| 시가총액 | €9.19b |
| 순이익 (TTM) | €681.00m |
| 매출 (TTM) | €41.10b |
13.4x
주가수익비율(P/E)0.2x
주가매출비율(P/S)LHA는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| LHA 손익계산서 (TTM) | |
|---|---|
| 매출 | €41.10b |
| 매출원가 | €33.75b |
| 총이익 | €7.35b |
| 기타 비용 | €6.67b |
| 순이익 | €681.00m |
최근 보고된 실적
Jun 30, 2026
다음 실적 발표일
Nov 03, 2026
| 주당순이익(EPS) | 0.57 |
| 총이익률 | 17.89% |
| 순이익률 | 1.66% |
| 부채/자본 비율 | 89.2% |
LHA의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
4.3%
현재 배당 수익률58%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/20 11:21 |
| 종가 | 2026/08/20 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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.
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산업 및 섹터 지표
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분석가 소스
Deutsche Lufthansa AG는 31명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| David Fintzen | Barclays |
| Andrew Lobbenberg | Barclays |
| Conor Dwyer | Berenberg |