Amadeus IT Group, S.A.

BME:AMS 주식 리포트

시가총액: €21.7b

Amadeus IT Group 경영진

경영진 기준 점검 4/4

Amadeus IT Group CEO는 Luis Maroto Camino, Jan2011 에 임명되었습니다 의 임기는 15.33 년입니다. 는 €2.32M 가치에 해당하는 회사 주식의 0.011% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 각각 5.5 년과 5.4 년입니다.

핵심 정보

Luis Maroto Camino

최고경영자

€35.0k

총 보수

CEO 급여 비율n/a
CEO 재임 기간15.3yrs
CEO 지분 보유율0.01%
경영진 평균 재임 기간5.5yrs
이사회 평균 재임 기간5.4yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 12

Amadeus IT Group's AI Evolution Will Strengthen Its Travel Tech Dominance

Amadeus: Updating the AI Narrative and Intrinsic Value Following the company’s latest quarterly results, our investment thesis on Amadeus remains intact and, if anything, has strengthened. The market continues to underestimate the structural resilience of the company’s business model while overestimating the disruptive threat posed by artificial intelligence across the travel technology ecosystem.
분석 기사 May 12

Amadeus IT Group, S.A. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Amadeus IT Group, S.A. ( BME:AMS ) just released its first-quarter report and things are looking bullish. The company...
내러티브 업데이트 Apr 25

AMS: Solid Q4 Execution And New Partnership Will Support Re Rating Potential

Analysts have trimmed the Amadeus IT Group fair value estimate slightly to €67.04 from €67.94. This reflects a small adjustment to long term growth and margin assumptions following recent mixed price target moves across the Street.
새로운 내러티브 Apr 11

Airline And Hospitality Software Adoption Will Shape Future Returns For This Travel Technology Provider

Catalysts About Amadeus IT Group Amadeus IT Group provides mission critical software and payments infrastructure that connects airlines, hotels, travel sellers, airports and payment partners across the global travel sector. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 Apr 09

AMS: Solid Q4 And FY26 Guidance Will Support Re Rating Potential

The updated analyst price target for Amadeus IT Group has moved closer to the current Street range, with a blended change of a few euros. This reflects recent target cuts to €62 and €65, alongside a smaller increase to €55, as analysts balance solid Q4 results and largely in line FY26 guidance with slightly lower assumptions for fair value, discount rate, growth, margins, and future P/E.
내러티브 업데이트 Mar 25

AMS: Solid Q4 Delivery And FY26 Guidance Will Support Future Upside

Analysts have adjusted the fair value estimate for Amadeus IT Group slightly lower to €68.99, reflecting recent Street price target moves that range from an increase to €55 to reductions to €62 and €65, along with updated assumptions for discount rate, revenue growth and profit margins. Analyst Commentary Recent Street research on Amadeus IT Group reflects a mix of optimism on execution and caution on valuation, with price targets clustered between €55 and €65 and ratings spread across Neutral, Overweight and Buy stances.
내러티브 업데이트 Mar 10

AMS: Rebased P/E And Solid Q4 Execution Will Support Future Upside

Narrative update on Amadeus IT Group The updated analyst price target for Amadeus IT Group has moved lower by about €5 to around €70. This reflects recent cuts from €78 to €65 and from €71 to €62 as analysts factor in solid Q4 results, FY26 guidance that aligned with expectations, and adjustments to revenue growth, profit margin and future P/E assumptions.
새로운 내러티브 Mar 03

Cloud Migration And AI Retailing Will Reshape Long Term Travel Technology Economics

Catalysts About Amadeus IT Group Amadeus IT Group is a global travel technology provider that supplies mission critical software and payment solutions to airlines, hotels, airports, travel sellers and other travel providers. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 Feb 24

AMS: Rebased P/E And Margins Will Support Future Upside Potential

Analysts have trimmed their price target for Amadeus IT Group to about €75 from roughly €77, citing slightly lower fair value, modestly adjusted growth and margin assumptions, and a reduced future P/E multiple. Analyst Commentary Recent research points to a more cautious stance on Amadeus IT Group, with the cut in the price target reflecting a reassessment of both growth expectations and the valuation investors are willing to pay.
새로운 내러티브 Feb 20

The "AI Fear" Arbitrage Opportunity

Amadeus IT (AMS.MC): The "AI Fear" Arbitrage Opportunity Current Price: ~€48.84 | Target Range: €62.00 – €75.00 | View: Strong Buy / Accumulate The market has priced Amadeus as a "terminal decline" asset due to fears of AI disintermediation. However, operational reality contradicts this narrative.
내러티브 업데이트 Feb 09

AMS: Outperform Upgrade And Earnings Power Will Support Future Upside Potential

Analysts have nudged their fair value estimate for Amadeus IT Group slightly lower to €76.67 from €76.71. The updated price target reflects modest tweaks to discount rate, revenue growth, profit margin and future P/E assumptions, and is framed against recent research that shifted the stock rating to Outperform with a €72 target.
내러티브 업데이트 Jan 26

AMS: Margin Resilience And Cash Generation Will Underpin Future Upside After Outperform Upgrade

Analysts have inched their price target for Amadeus IT Group to about €76.71, a very small move from roughly €76.74. This points to slightly adjusted assumptions around discount rate, revenue growth, profit margin, and future P/E, alongside recent Street research that now includes an Outperform rating with a €72 target.
내러티브 업데이트 Jan 12

AMS: Profitability Execution Will Drive Future Upside After Outperform Upgrade

Analysts have trimmed their fair value estimate for Amadeus IT Group from €77.05 to €76.74, reflecting slightly softer revenue growth assumptions alongside higher profit margin expectations and a lower future P/E. Recent research, including an upgrade to Outperform at €72, reinforces this updated view.
분석 기사 Jan 04

Earnings Not Telling The Story For Amadeus IT Group, S.A. (BME:AMS)

When close to half the companies in Spain have price-to-earnings ratios (or "P/E's") below 16x, you may consider...
분석 기사 Dec 21

With EPS Growth And More, Amadeus IT Group (BME:AMS) Makes An Interesting Case

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
분석 기사 Nov 24

Investors Shouldn't Overlook Amadeus IT Group's (BME:AMS) Impressive Returns On Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
내러티브 업데이트 Oct 03

Cloud Migration And Asia Pacific Trends Will Unlock Travel Opportunities

Analysts have lowered their price target for Amadeus IT Group from €77.81 to €77.05, citing a slightly weaker profit outlook and potential industry risks from technological disruption. Analyst Commentary Recent research updates reveal a divided outlook among analysts regarding Amadeus IT Group, reflecting both optimism about strategic positioning and caution about industry headwinds.
분석 기사 Sep 01

Some Shareholders Feeling Restless Over Amadeus IT Group, S.A.'s (BME:AMS) P/E Ratio

With a price-to-earnings (or "P/E") ratio of 23.8x Amadeus IT Group, S.A. ( BME:AMS ) may be sending bearish signals at...
분석 기사 Aug 18

Returns At Amadeus IT Group (BME:AMS) Are On The Way Up

BME:AMS 1 Year Share Price vs Fair Value Explore Amadeus IT Group's Fair Values from the Community and select yours Did...
분석 기사 Aug 03

Amadeus IT Group, S.A. (BME:AMS) Just Released Its Half-Yearly Results And Analysts Are Updating Their Estimates

Shareholders might have noticed that Amadeus IT Group, S.A. ( BME:AMS ) filed its interim result this time last week...
분석 기사 Jul 12

Is Amadeus IT Group, S.A. (BME:AMS) Potentially Undervalued?

Let's talk about the popular Amadeus IT Group, S.A. ( BME:AMS ). The company's shares saw a double-digit share price...
분석 기사 Jun 17

Does Amadeus IT Group (BME:AMS) Deserve A Spot On Your Watchlist?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
User avatar
새로운 내러티브 Nov 07

Tactical Tech Investments And High-Growth Market Entry Propel Aviation And Hospitality Sectors

Strategic focus on NDC technology and partnerships positions Amadeus to capture more bookings and increase Air Distribution revenue.

CEO 보수 분석

Luis Maroto Camino의 보수는 Amadeus IT Group의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

€1b

Dec 31 2025€35kn/a

€1b

Sep 30 2025n/an/a

€1b

Jun 30 2025n/an/a

€1b

Mar 31 2025n/an/a

€1b

Dec 31 2024€35kn/a

€1b

Sep 30 2024n/an/a

€1b

Jun 30 2024n/an/a

€1b

Mar 31 2024n/an/a

€1b

Dec 31 2023€35kn/a

€1b

Sep 30 2023n/an/a

€1b

Jun 30 2023n/an/a

€925m

Mar 31 2023n/an/a

€846m

Dec 31 2022€3m€941k

€664m

Sep 30 2022n/an/a

€463m

Jun 30 2022n/an/a

€268m

Mar 31 2022n/an/a

€34m

Dec 31 2021€35kn/a

-€142m

Sep 30 2021n/an/a

-€390m

Jun 30 2021n/an/a

-€559m

Mar 31 2021n/an/a

-€838m

Dec 31 2020€30kn/a

-€625m

Sep 30 2020n/an/a

-€130m

Jun 30 2020n/an/a

€322m

Mar 31 2020n/an/a

€932m

Dec 31 2019€35kn/a

€1b

보상 대 시장: Luis의 총 보수(USD40.62K)는 Spanish 시장에서 비슷한 규모 기업의 평균(USD3.31M)보다 낮습니다.

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


CEO

Luis Maroto Camino (61 yo)

15.3yrs
재임 기간
€35,000
보수

Mr. Luis Maroto Camino has been the Chief Executive Officer and President at Amadeus IT Group S.A. (formerly, Amadeus IT Group, S.A.) since January 1, 2011 and served as its Acting Chief Financial Officer...


리더십 팀

이름직위재임 기간보수지분
Luis Maroto Camino
President15.3yrs€35.00k0.011%
€ 2.3m
Caroline Borg
Chief Financial Officer1yr데이터 없음데이터 없음
Sylvain Roy
Chief Technology Officer3.3yrs데이터 없음데이터 없음
Cristina Fernandez
Director of Investor Relationsno data데이터 없음데이터 없음
Jackson Pek
Senior VP4.2yrs데이터 없음데이터 없음
Ana de las Heras
Chief People & Culture Officer4.3yrs데이터 없음데이터 없음
Francisco Pérez-Lozao Rüter
President of Hospitality14.8yrs데이터 없음데이터 없음
Decius Valmorbida
President of Travel8.9yrs데이터 없음데이터 없음
Rajiv Rajian
Executive Vice President of Global Business Travel9.3yrs데이터 없음데이터 없음
Jan Tissera
Head of International-Hospitality Business Unitno data데이터 없음데이터 없음
Maria Taylor
Head of Commercial - Asia-Pacific for the Hospitality business unit6.6yrs데이터 없음데이터 없음
Maher Koubaa
Executive VP of Travel unit & MD of EMEA2.5yrs데이터 없음데이터 없음
5.5yrs
평균 재임 기간

경험이 풍부한 관리: AMS의 경영진은 노련하고 경험이 풍부합니다(평균 재임 5.5 년).


이사회 구성원

이름직위재임 기간보수지분
Luis Maroto Camino
President11.9yrs€35.00k0.011%
€ 2.3m
Frits van Paasschen
Independent Director2.9yrs€151.00k데이터 없음
Stephan Gemkow
Independent Vice Chairman7.9yrs€152.00k0.000080%
€ 17.4k
Leo Puri
Independent Directorless than a year€67.00k데이터 없음
William L. Connelly
Independent Chairman6.9yrs€430.00k데이터 없음
Eriikka Söderström
Independent DIrector4.3yrs€163.00k데이터 없음
Xiaoqun Clever-Steg
Independent Director5.9yrs€132.00k데이터 없음
David Figueras
Independent Director3.9yrs€140.00k데이터 없음
Pilar García Ceballos Zúñiga
Independent Director8.4yrs€161.00k데이터 없음
Peter Kürpick
Independent Director7.9yrs€132.00k데이터 없음
Amanda Mesler
Independent Director4.9yrs€177.00k데이터 없음
Jana Eggers
Independent Director4.9yrs€105.00k데이터 없음
5.4yrs
평균 재임 기간
61.5yo
평균 나이

경험이 풍부한 이사회: AMS의 이사회경험이 있음으로 간주됩니다(평균 재임 5.4 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/24 10:00
종가2026/05/22 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

Amadeus IT Group, S.A.는 34명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Rafael Bonardell TrianesBanco de Sabadell. S.A.
Carlos Javier Treviño PeinadorBanco Santander
Sven MerktBarclays