Rexel S.A.

ENXTPA:RXL 주식 리포트

시가총액: €10.8b

Rexel 경영진

경영진 기준 점검 3/4

Rexel CEO는 Guillaume Jean Texier, Sep2021 에 임명되었습니다 의 임기는 4.75 년입니다. 총 연간 보상은 €4.02M, 20.4% 급여 및 79.6% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 €4.08M 가치에 해당하는 회사 주식의 0.038% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 4.6 년과 4.5 년입니다.

핵심 정보

Guillaume Jean Texier

최고경영자

€4.0m

총 보수

CEO 급여 비율20.43%
CEO 재임 기간4.8yrs
CEO 지분 보유율0.04%
경영진 평균 재임 기간4.6yrs
이사회 평균 재임 기간4.5yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 Jun 23

RXL: Mixed Ratings And Bolt On Deals Will Support Future Repricing

The analyst price target for Rexel is now set at €45.0, unchanged overall but supported by slightly adjusted model inputs and mixed recent analyst views following both an upgrade and a downgrade on the stock. Analyst Commentary Recent commentary on Rexel has been mixed, with one fresh downgrade and a recent upgrade.
내러티브 업데이트 Jun 09

RXL: Mixed Ratings Will Pressure Execution As Bolt On Acquisitions Continue

Analysts have slightly adjusted their fair value estimate for Rexel from €26.04 to €25.97, reflecting updated views on revenue growth, profit margins and the stock's future P/E multiple, following mixed recent research that included both an upgrade and a downgrade. Analyst Commentary Recent research on Rexel has been mixed, with one upgrade and one downgrade arriving in quick succession.
내러티브 업데이트 May 26

RXL: Higher Fair Value And Mixed Ratings Will Support Future Repricing

Analysts now estimate Rexel's fair value at €45.0, up from €43.1. They link this change to recent mixed rating actions and updated views on revenue growth, margins and the stock's future P/E. Analyst Commentary Recent research on Rexel has been mixed, with both upgrades and downgrades coming through, but the fair value revisions and rating changes still highlight a constructive angle from several bullish analysts.
내러티브 업데이트 May 10

RXL: Mixed Ratings And Higher Discount Rate Will Pressure 2026 Execution

Rexel's updated analyst price target moves slightly lower to about €26.04 from roughly €26.45, as analysts factor in a higher discount rate, adjust revenue growth and margin expectations, and reflect a modestly lower future P/E multiple, alongside mixed recent Street views including an upgrade, a downgrade, and a raised €40 target. Analyst Commentary Recent Street research on Rexel reflects a mix of views, with some analysts taking a more cautious stance even as others keep constructive ratings and higher long term targets such as the €40 level cited in one report.
내러티브 업데이트 Apr 20

RXL: Buybacks And Refined Earnings Profile Will Support Future Share Repricing

Rexel's analyst price target edges up to about €43.10, as analysts factor in slightly revised discount rate, revenue growth, profit margin and future P/E assumptions in light of recent mixed rating actions and target increases from the Street. Analyst Commentary Recent research paints a mixed picture for Rexel, but there is a clear cluster of bullish analysts pointing to upside potential as they refresh their models and targets.
내러티브 업데이트 Apr 06

RXL: Higher P/E Assumptions Will Tighten Cushion For 2026 Execution

Rexel's analyst price targets have moved higher, with recent adjustments including increases to €40 and €41.80, alongside a €35 target. These updates support a modest recalibration of fair value to about €26.45 as analysts consider updated revenue growth, profit margins and future P/E assumptions.
내러티브 업데이트 Mar 23

RXL: Elevated Expectations And Share Repurchases Will Tighten Cushion For 2026 Execution

Rexel's analyst price target has been raised, with recent moves such as Morgan Stanley lifting its target to €40 and JPMorgan to €41.80. This supports a modest increase in fair value to €26.70 as analysts factor in slightly higher revenue growth, profit margins and future P/E assumptions, even as one firm shifted to a Hold rating on valuation grounds with a €35 target.
내러티브 업데이트 Mar 08

RXL: Higher P/E Expectations And Buybacks Will Support Future Share Repricing

Rexel's analyst fair value estimate has moved from €33.0 to €43.0. This change reflects higher Street price targets around €40 to €41.80, as well as updated assumptions for revenue growth, discount rate and future P/E, even as some analysts flag valuation with a Hold stance. Analyst Commentary Recent Street research on Rexel centers on higher price targets, with several bullish analysts marking their expectations in a €40 to €41.80 range, even as one firm cites valuation in shifting to a Hold stance with a €35 target.
내러티브 업데이트 Feb 22

RXL: Rising Execution Demands Will Tighten Cushion As Share Repurchases Continue

Rexel's analyst price targets have edged higher, with our fair value estimate moving from €25.62 to €26.46 as analysts factor in updated Street research that includes higher targets from Citi and JPMorgan, alongside a valuation-driven downgrade to Hold from Kepler Cheuvreux. Analyst Commentary Recent Street research presents a mixed picture for Rexel, with some analysts lifting price targets while others are flagging valuation and execution risks.
분석 기사 Feb 15

Rexel (EPA:RXL) Has Announced A Dividend Of €1.20

Rexel S.A. ( EPA:RXL ) will pay a dividend of €1.20 on the 13th of May. This means the annual payment will be 3.3% of...
분석 기사 Feb 14

Rexel S.A. (EPA:RXL) Just Released Its Full-Year Earnings: Here's What Analysts Think

Shareholders might have noticed that Rexel S.A. ( EPA:RXL ) filed its full-year result this time last week. The early...
내러티브 업데이트 Feb 07

RXL: Elevated Expectations Will Pressure Shares As Valuation Cushion Narrows

Analysts have nudged their Rexel price targets higher, with recent Street research lifting fair value to about €25.62 as they factor in slightly stronger revenue growth, a modestly improved profit margin, and a small adjustment to future P/E assumptions. Analyst Commentary Recent Street research on Rexel sends a mixed signal, with headline price targets moving higher but some caution creeping into the tone.
내러티브 업데이트 Jan 24

RXL: Future Returns Likely Balanced Between Limited Upside And Execution Risks

Narrative Update The analyst fair value estimate for Rexel has been raised from €30.96 to €34.68. This change reflects updated price targets from analysts, including recent increases to €41.80 and €35 that are linked to their latest views on valuation and future P/E assumptions.
내러티브 업데이트 Jan 09

RXL: Share Momentum Will Weaken As Residential Recovery Expectations Prove Overstated

Our price target for Rexel is unchanged even as recent Street research has nudged individual targets higher, with analysts citing valuation constraints, softer assumptions for growth and margins, and a higher implied P/E multiple in their updated views. Analyst Commentary Recent Street research on Rexel shows a split view, with JPMorgan lifting its price target to €41.80 and keeping an Overweight stance, while several Bearish analysts are turning more cautious even as they edge price targets higher.
내러티브 업데이트 Dec 26

RXL: Share Momentum Will Fade As Residential Recovery Upside Diminishes

The analyst price target for Rexel has edged down slightly to EUR 28 from EUR 30, as analysts point to limited incremental pricing traction in recent quarters and a view that a European residential market recovery is already largely reflected in the current share price. Analyst Commentary Bearish analysts have recently tempered their expectations for Rexel, arguing that much of the anticipated recovery in key end markets is already reflected in the valuation.
내러티브 업데이트 Dec 12

RXL: Share Momentum Will Fade As Pricing Traction Weakens

We raise our Rexel price target by EUR 5 to EUR 25. This reflects analysts' view that modestly stronger long term revenue growth and a higher justified earnings multiple offset near term caution following recent Hold and Equal Weight ratings and largely unchanged Street price objectives around EUR 28 to EUR 30.
분석 기사 Dec 01

Here's Why Rexel (EPA:RXL) Has A Meaningful Debt Burden

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
내러티브 업데이트 Nov 28

RXL: Share Price Will Face Headwinds From Limited Pricing Momentum

Rexel's analyst price target has increased modestly from €29.96 to €30.96, as analysts cite slightly improved growth and profitability outlooks. This comes despite muted pricing traction and a recovery for the residential market that is already reflected in the price.
분석 기사 Nov 16

Rexel (EPA:RXL) Is Doing The Right Things To Multiply Its Share Price

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
내러티브 업데이트 Nov 14

RXL: Share Price Will Reflect Stable Outlook Amid Limited Pricing Gains

Analysts have adjusted Rexel's price target modestly downward from EUR 31 to EUR 30, citing limited pricing gains in recent quarters and the recovery in the share price already being reflected. Analyst Commentary Recent coverage of Rexel reflects a more cautious stance from analysts, with updates highlighting ongoing challenges and recalibrated expectations for the business.
내러티브 업데이트 Oct 30

RXL: Recent Price Moves And Market Caution Will Shape Future Momentum

Analysts have raised their price target for Rexel from approximately EUR 28.79 to EUR 29.96. They cite modest improvements in fair value and projected financial metrics, despite ongoing concerns about limited pricing momentum and market recovery already reflected in the share price.
내러티브 업데이트 Oct 16

North American Data Centers And Broadband Will Advance Smart Infrastructure

Analysts have slightly increased their fair value estimate for Rexel from €28.32 to €28.79. This change reflects updated perspectives on modest profit margins and tempered revenue growth as market expectations evolve.
내러티브 업데이트 Sep 09

North American Data Centers And Broadband Will Advance Smart Infrastructure

Analysts maintained a positive outlook on Rexel, citing improved margins, ongoing digital transformation, and strong capital returns, resulting in an unchanged consensus price target at €28.32. Analyst Commentary Bullish analysts raised targets in response to improved margin expansion and sustained profitability in core markets.
분석 기사 Aug 27

We Think Rexel (EPA:RXL) Is Taking Some Risk With Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Aug 13

Investors Still Waiting For A Pull Back In Rexel S.A. (EPA:RXL)

Rexel S.A.'s ( EPA:RXL ) price-to-earnings (or "P/E") ratio of 31.6x might make it look like a strong sell right now...
분석 기사 Jul 31

Rexel S.A. (EPA:RXL) Just Released Its Interim Earnings: Here's What Analysts Think

It's been a good week for Rexel S.A. ( EPA:RXL ) shareholders, because the company has just released its latest interim...
분석 기사 Jul 20

Rexel (EPA:RXL) Is Experiencing Growth In Returns On Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
분석 기사 Jul 04

At €25.89, Is It Time To Put Rexel S.A. (EPA:RXL) On Your Watch List?

Rexel S.A. ( EPA:RXL ), is not the largest company out there, but it received a lot of attention from a substantial...
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새로운 내러티브 Feb 23

Focus On Electrification And AI Will Boost Future Operational Efficiency

Market share gains and strategic expansion in North America position Rexel for potential revenue growth despite economic challenges.

CEO 보수 분석

Guillaume Jean Texier의 보수는 Rexel의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Dec 31 2025€4m€820k

€589m

Sep 30 2025n/an/a

€418m

Jun 30 2025n/an/a

€248m

Mar 31 2025n/an/a

€293m

Dec 31 2024€3m€800k

€339m

Sep 30 2024n/an/a

€519m

Jun 30 2024n/an/a

€698m

Mar 31 2024n/an/a

€736m

Dec 31 2023€4m€800k

€775m

Sep 30 2023n/an/a

€833m

Jun 30 2023n/an/a

€891m

Mar 31 2023n/an/a

€907m

Dec 31 2022€4m€800k

€922m

Sep 30 2022n/an/a

€854m

Jun 30 2022n/an/a

€786m

Mar 31 2022n/an/a

€692m

Dec 31 2021€2m€267k

€597m

보상 대 시장: Guillaume Jean의 총 보수(USD4.57M)는 French 시장에서 비슷한 규모 기업의 평균(USD5.64M) 수준입니다.

보상과 수익: Guillaume Jean의 보상은 지난 1년 동안 20% 이상 증가했습니다.


CEO

Guillaume Jean Texier (52 yo)

4.8yrs
재임 기간
€4,015,062
보수

Mr. Guillaume Jean Philippe Texier serves as CEO & Director for Rexel S.A. since September 1, 2021. He has been an Independent Director of Veolia Environnement SA since April 21, 2016. He was Senior Vice-P...


리더십 팀

이름직위재임 기간보수지분
Guillaume Jean Texier
CEO & Director4.8yrs€4.02m0.038%
€ 4.1m
Laurent Delabarre
Group Chief Financial Officer - Leading the China & India Cluster9.1yrs데이터 없음데이터 없음
Ludovic Debailleux
Investors Relations Directorno data데이터 없음데이터 없음
Julien Neuschwander
Group Chief Digital & Marketing Officerless than a year데이터 없음데이터 없음
Martin Maurer
Group Human Resources Officerless than a year데이터 없음데이터 없음
Roger Little
Chief Executive Officer of USA12.3yrs데이터 없음데이터 없음
Thomas Moreau
Chief Executive Officer of France6.7yrs데이터 없음데이터 없음
Nour Mejri
Chief Strategy Officerno data데이터 없음데이터 없음
Antoine Audureau
Group Chief Procurement Officerno data데이터 없음데이터 없음
Thomas Stadlhofer
CEO Austriano data데이터 없음데이터 없음
Odile Molle
Group Chief Strategy & Transformation Officerless than a year데이터 없음데이터 없음
Isabelle Hoepfner-Leger
Group General Secretary4.4yrs데이터 없음데이터 없음
4.6yrs
평균 재임 기간
52yo
평균 나이

경험이 풍부한 관리: RXL의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.6 년).


이사회 구성원

이름직위재임 기간보수지분
Guillaume Jean Texier
CEO & Director4.8yrs€4.02m0.038%
€ 4.1m
Agnes Touraine
Independent Chairwoman9.3yrs€400.00k0.0030%
€ 321.4k
Steven Borges
Independent Director3.2yrs€87.50k0.00034%
€ 36.7k
Barbara Dalibard
Independent Director4.5yrs€95.00k0.00082%
€ 88.4k
Francois Auque
Independent Director7.1yrs€105.00k0.0010%
€ 111.1k
Catherine Vandenborre
Independent Director2.2yrs€80.00k0.00034%
€ 36.7k
Brigitte Cantaloube
Independent Director6.3yrs€95.00k0.00062%
€ 66.9k
Robert Schuchna
Non-Independent Member of the Boardless than a year€32.40k0.0051%
€ 553.3k
Toni Killebrew
Employee Representative Director5.6yrs€90.00k0.000020%
€ 2.2k
Antoine Hermelin
Employee Representative Director3.2yrs€80.00k0.0019%
€ 207.1k
Eric Labaye
Independent Director2.2yrs€80.00k0.00034%
€ 36.7k
4.5yrs
평균 재임 기간
58yo
평균 나이

경험이 풍부한 이사회: RXL의 이사회경험이 있음으로 간주됩니다(평균 재임 4.5 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/28 21:24
종가2026/06/26 00:00
수익2025/12/31
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

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분석가 소스

Rexel S.A.는 23명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
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Philip BullerBerenberg
Alasdair LeslieBernstein