Vallourec 경영진
경영진 기준 점검 4/4
Vallourec CEO는 Philippe Guillemot, Mar2022 에 임명되었습니다 의 임기는 4.42 년입니다. 총 연간 보상은 $2.55M, 46.1% 급여 및 53.9% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 €48.49M 가치에 해당하는 회사 주식의 1.16% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3.1 년과 4.8 년입니다.
핵심 정보
Philippe Guillemot
최고경영자
US$2.5m
총 보수
| CEO 급여 비율 | 46.14% |
| CEO 재임 기간 | 4.4yrs |
| CEO 지분 보유율 | 1.2% |
| 경영진 평균 재임 기간 | 3.1yrs |
| 이사회 평균 재임 기간 | 4.8yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • Aug 13
VK: Future Cash Returns And Q2 Execution Will Support Repriced Upside
Analysts have trimmed their price target on Vallourec to €21.50 from €22.30, citing updated fair value work along with recent Street research that reflects a slightly higher discount rate and revised assumptions on growth, margins and future P/E levels. Analyst Commentary Recent research on Vallourec points to a more finely tuned view of valuation rather than a wholesale shift in sentiment.
내러티브 업데이트 • Jul 30
VK: Offshore Line Pipe Contracts Will Drive Future Share Price Upside
Analysts have trimmed their fair value estimate for Vallourec, reflected in a lower implied price target of about €26.52 from roughly €27.39. Recent Street research citing a reduced €22.30 target highlights slightly higher discount rate assumptions and modestly softer margin expectations, despite steady revenue growth and P/E inputs.내러티브 업데이트 • Jul 15
VK: Future Contracts And Capital Returns Will Support Repriced Upside Potential
The updated analyst price target for Vallourec moves from €26.00 to €31.50, reflecting adjustments to revenue growth assumptions, the discount rate, and forecast P/E that analysts link to recent shifts in their broader valuation work on the stock. Analyst Commentary Recent research on Vallourec highlights a mix of caution and optimism, with the latest valuation work feeding directly into the revised €31.50 price target.
내러티브 업데이트 • Jul 01
VK: Geothermal Push And New Contracts Will Support Balanced Medium-Term Outlook
Analysts have lifted their price target on Vallourec by about €4 to around €20, citing updated assumptions for higher revenue growth, improved profit margins and a lower expected future P/E multiple. What’s in the News for Vallourec Vallourec is highlighting geothermal energy as a key part of its New Energies portfolio, targeting a contribution of 10% to 15% of group EBITDA from these activities by 2030, supported by technical development and partnerships in next generation geothermal projects.분석 기사 • Jun 18
Vallourec (ENXTPA:VK) Stock Could Be 19.1% Undervalued After India Partnership and Geothermal Push
Vallourec (ENXTPA:VK) is back in focus after signing a Memorandum of Understanding with Ultra Corpotech Pvt Ltd, combining its premium tubular expertise with local production for Oilfield Services customers in India. See our latest analysis for Vallourec. Despite the recent MoU and geothermal focus, Vallourec’s share price has come under short term pressure, with the 1 day, 7 day and 30 day share price returns all declining. At the same time, the 90 day share price return of 10.52% and 1 year...내러티브 업데이트 • Jun 17
VK: Geothermal And Carbon Capture Pipeline Will Drive Future Share Price Upside
Analysts have nudged their fair value estimate for Vallourec slightly lower to €27.39 from €27.48, while also factoring in updated assumptions on growth, profitability and valuation multiples that align with the recent €4 increase in the consensus price target reported in Street research. What’s in the News for Vallourec Vallourec is hosting a Geothermal Deep Dive presentation, highlighting geothermal energy as a key part of its New Energies portfolio and outlining commercial and market momentum across conventional and next generation geothermal applications.내러티브 업데이트 • Jun 01
VK: Carbon Capture Agreements And Share Repurchases Will Support Future Upside Potential
Analysts have lifted their fair value estimate for Vallourec from €24.59 to €27.48, citing recent price target increases and ongoing support for the stock from updated research. Analyst Commentary Bullish Takeaways Bullish analysts have taken the step of raising their price targets, which supports a higher fair value range for the stock based on recent research work.내러티브 업데이트 • Apr 28
VK: Updated Assumptions And Energy Contracts Will Support A Balanced Outlook
Analysts have raised the price target on Vallourec from €22.18 to €24.59, supported by recent Street research, including an increase in the published target from €19.50 to €20 and updated assumptions around discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts see the higher target of €24.59 versus the previously published €20 anchor as consistent with updated inputs on discount rate, revenue growth, profit margin, and future P/E, which together support a higher implied valuation range.내러티브 업데이트 • Apr 11
VK: Incremental Discount Rate Shift And Energy Contracts Will Support Balanced Outlook
Analysts have slightly raised their price expectations for Vallourec, with the average target moving from about €21.82 to €22.18. This change is supported in part by recent Street research that nudged one published target from €19.50 to €20, along with modest adjustments to discount rate, growth and P/E assumptions.내러티브 업데이트 • Mar 27
VK: Modest Price Hike And Energy Transition Contracts Will Support Balanced Outlook
Analysts have lifted their price target on Vallourec to €20.00 from €19.50, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E that support a slightly higher valuation framework. Analyst Commentary Recent research points to only a modest uplift in fair value, with the price target moving to €20.00 from €19.50 and the rating held at Equal Weight.새로운 내러티브 • Mar 17
Heavy Shareholder Payouts And Geothermal Uncertainty Will Restrain Future Earnings Power
Catalysts About Vallourec Vallourec produces premium tubular solutions for energy and industrial applications, including OCTG, line pipe, mining and advanced geothermal products. What are the underlying business or industry changes driving this perspective?새로운 내러티브 • Mar 02
Geothermal And Premium Tubular Demand Will Support A Stronger Long Term Outlook
Catalysts About Vallourec Vallourec supplies premium tubular solutions and related services for energy and industrial applications worldwide. What are the underlying business or industry changes driving this perspective?내러티브 업데이트 • Feb 23
VK: Energy Transition Partnerships And New CFO Appointment Will Support Balanced Outlook
Analysts have lifted their price target on Vallourec to €20.17 per share. The update mainly reflects adjusted inputs for discount rate, revenue growth, profit margin and future P/E, while keeping the overall fair value estimate steady at €20.17.내러티브 업데이트 • Feb 07
VK: Energy Projects And New Capacity Investments Will Support Balanced Outlook
Analysts have nudged their price target on Vallourec slightly higher to €20.17 from €19.97, reflecting small adjustments to fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Vallourec and XGS Energy agreed a supply chain partnership for tubular products for a three gigawatt pipeline of geothermal projects across the western United States, including a 150 MW project with Meta in New Mexico that is planned to supply power to PNM's grid.분석 기사 • Feb 06
An Intrinsic Calculation For Vallourec S.A. (EPA:VK) Suggests It's 43% Undervalued
Key Insights The projected fair value for Vallourec is €32.50 based on 2 Stage Free Cash Flow to Equity Vallourec's...내러티브 업데이트 • Jan 23
VK: Offshore Contracts And Energy Projects Will Support Balanced Future Outlook
Narrative Update on Vallourec Analysts have trimmed their fair value estimate for Vallourec slightly to €19.97 from about €20.22, reflecting updated assumptions for revenue growth, profit margin and future P/E, while keeping the discount rate broadly unchanged. What's in the News Secured a large OCTG supply and services contract with Shell for the Orca offshore project, covering 10 planned wells and an estimated 12,000 to 15,000 tons of pipes plus onshore and offshore support services (Client announcement).내러티브 업데이트 • Jan 08
VK: Offshore And Energy Contracts Will Drive Future Earnings Upside
Analysts have trimmed their price target on Vallourec by a modest amount to €20.22 from €20.30. This reflects updated assumptions for slightly different revenue growth, profit margin, discount rate and future P/E inputs in their models.분석 기사 • Dec 30
Does Vallourec (EPA:VK) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...내러티브 업데이트 • Dec 15
VK: Offshore Contracts Will Drive Future Earnings Upside
Analysts have slightly raised their price target on Vallourec to €20.30 from €20.00, citing modestly higher long term earnings multiples that offset a marginally softer outlook for revenue growth and profit margins. What's in the News Commits at least €39 million, potentially up to €48 million, to expand its Youngstown, Ohio facility with a new VAM high torque threading line, adding 40 full time jobs and boosting North American energy supply chain capacity (company announcement) Awarded a second major contract by TotalEnergies to supply more than 30,000 tons of premium tubular solutions, including anti corrosion coated line pipe, for the AGUP2 phase of the Gas Growth Integrated Project in Iraq (company announcement) Secures an integrated contract with TechnipFMC and Shell Brasil to supply over 20,000 tons of subsea seamless premium carbon steel line pipes and coating services for the Orca deepwater project in the Santos Basin, Brazil (company announcement) Announces 2025 production guidance of around 6.2 million tonnes, indicating continued high utilization across key energy and industrial end markets (company guidance) Names Nathalie Delbreuve as Group Chief Financial Officer effective December 1, 2025, succeeding Sascha Bibert after a transition period (executive announcement) Valuation Changes Fair Value: unchanged at €20.30 per share, indicating a stable overall valuation despite underlying estimate shifts.분석 기사 • Dec 02
There Is A Reason Vallourec S.A.'s (EPA:VK) Price Is Undemanding
Vallourec S.A.'s ( EPA:VK ) price-to-earnings (or "P/E") ratio of 9x might make it look like a buy right now compared...내러티브 업데이트 • Nov 28
VK: Offshore Contracts And US Expansion Will Drive Earnings Momentum
Analysts have raised Vallourec's fair value estimate slightly to €20.30 from €20.11, citing improved revenue growth expectations. This increase offsets minor adjustments to profitability and discount rates.내러티브 업데이트 • Nov 14
VK: Major Offshore Contract Awards Will Drive Strong Performance Ahead
Analysts have slightly lowered their price target for Vallourec from €20.33 to €20.11. They cite marginal adjustments to discount rates, revenue growth projections, and improved profit margins in their updated models.내러티브 업데이트 • Oct 30
VK: Major Petrobras Contract Will Drive Multi-Year Offshore Upside
Analysts have modestly increased their price target for Vallourec to €20.33, citing minor adjustments in discount rate assumptions. Core growth and margin forecasts remain steady.분석 기사 • Oct 28
Vallourec (EPA:VK) Is Looking To Continue Growing Its Returns On Capital
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...내러티브 업데이트 • Oct 16
Brazil Cost Reductions And US Tariffs Will Secure Future Upside
Analysts have slightly reduced their price target for Vallourec from €21.04 to €20.33, citing a modestly improved revenue growth outlook but a small decrease in anticipated profit margins. Analyst Commentary Bullish Takeaways Bullish analysts have raised their price targets for Vallourec, reflecting modest confidence in the company’s near-term trajectory.분석 기사 • Sep 09
Here's Why Vallourec (EPA:VK) Has A Meaningful Debt Burden
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...분석 기사 • Aug 25
Investors Aren't Entirely Convinced By Vallourec S.A.'s (EPA:VK) Earnings
With a price-to-earnings (or "P/E") ratio of 10.5x Vallourec S.A. ( EPA:VK ) may be sending bullish signals at the...
새로운 내러티브 • Dec 18
The Company'S Thermotite Do Brasil Acquisition And Zero Net Debt Goal Will Boost Earnings And Margins
Strategic acquisitions and operational optimizations in Brazil enhance Vallourec’s offshore market position, potentially boosting future revenue and profitability.CEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$404m |
| Mar 31 2026 | n/a | n/a | US$407m |
| Dec 31 2025 | US$3m | US$1m | US$417m |
| Sep 30 2025 | n/a | n/a | US$496m |
| Jun 30 2025 | n/a | n/a | US$410m |
| Mar 31 2025 | n/a | n/a | US$469m |
| Dec 31 2024 | US$2m | US$1m | US$468m |
| Sep 30 2024 | n/a | n/a | US$439m |
| Jun 30 2024 | n/a | n/a | US$425m |
| Mar 31 2024 | n/a | n/a | US$480m |
| Dec 31 2023 | US$14m | US$1m | US$547m |
| Sep 30 2023 | n/a | n/a | US$495m |
| Jun 30 2023 | n/a | n/a | US$435m |
| Mar 31 2023 | n/a | n/a | -US$190m |
| Dec 31 2022 | US$16m | US$838k | -US$392m |
보상 대 시장: Philippe의 총 보수(USD2.55M)는 French 시장에서 비슷한 규모 기업의 평균(USD2.96M) 수준입니다.
보상과 수익: Philippe의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Philippe Guillemot (67 yo)
4.4yrs
재임 기간
US$2,546,116
보수
Mr. Philippe Guillemot serves as Group Chairman at Vallourec S.A. since April 2023 served as its Chairman since March 20, 2022 until April 2023 and serves as its Chief Executive Officer since March 20, 202...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Group Chairman & CEO | 4.4yrs | US$2.55m | 1.16% € 48.5m | |
| Group Chief Financial Officer | less than a year | 데이터 없음 | 데이터 없음 | |
| Chief Operating Officer | 1.8yrs | 데이터 없음 | 데이터 없음 | |
| Director of Investor Relations | no data | 데이터 없음 | 데이터 없음 | |
| Group General Counsel | 3.3yrs | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of Communication & Public Affairs | 2.5yrs | 데이터 없음 | 데이터 없음 | |
| Group Chief Human Resources Officer | 4.1yrs | 데이터 없음 | 데이터 없음 | |
| Group Head of the Process & Engineering Department | no data | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of Strategy & Development | 4.2yrs | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of North America | 3.3yrs | 데이터 없음 | 데이터 없음 | |
| Senior VP of Business Line New Energies | 2.9yrs | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of South America (Tubes Activities) | 2.2yrs | 데이터 없음 | 데이터 없음 |
3.1yrs
평균 재임 기간
54yo
평균 나이
경험이 풍부한 관리: VK의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.1 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Group Chairman & CEO | 4.4yrs | US$2.55m | 1.16% € 48.5m | |
| Observer | 2yrs | 데이터 없음 | 데이터 없음 | |
| Honorary Chairman | 13.3yrs | 데이터 없음 | 데이터 없음 | |
| Honorary Chairman | 26.2yrs | 데이터 없음 | 데이터 없음 | |
| Member of Supervisory Board | 15.6yrs | US$5.69k | 데이터 없음 | |
| Independent Director | 2.8yrs | US$130.40k | 0.00087% € 36.3k | |
| Director | less than a year | 데이터 없음 | 데이터 없음 | |
| Lead Independent Director | 5.1yrs | US$225.86k | 0.0060% € 250.9k | |
| Independent Director | 5.1yrs | US$166.24k | 0.00022% € 9.2k | |
| Independent Director | 2.3yrs | US$101.62k | 0.00044% € 18.3k | |
| Independent Director | 5.6yrs | US$114.54k | 0.00072% € 30.0k | |
| Representative Director | 1.7yrs | US$90.46k | 0% € 0 |
4.8yrs
평균 재임 기간
61yo
평균 나이
경험이 풍부한 이사회: VK의 이사회는 경험이 있음으로 간주됩니다(평균 재임 4.8 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/18 13:07 |
| 종가 | 2026/08/18 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
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Vallourec S.A.는 23명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Michael Pickup | Barclays |
| Alessandro Abate | Berenberg |
| Guillaume Delaby | Bernstein |