Halma plc

LSE:HLMA 주식 리포트

시가총액: UK£17.2b

Halma 경영진

경영진 기준 점검 3/4

Halma CEO는 Marc Ronchetti, Apr2023 에 임명되었습니다 의 임기는 3.08 년입니다. 총 연간 보상은 £5.06M, 18.5% 급여 및 81.5% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 £7.37M 가치에 해당하는 회사 주식의 0.043% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 4.5 년과 5.1 년입니다.

핵심 정보

Marc Ronchetti

최고경영자

UK£5.1m

총 보수

CEO 급여 비율18.47%
CEO 재임 기간3.1yrs
CEO 지분 보유율0.04%
경영진 평균 재임 기간4.5yrs
이사회 평균 재임 기간5.1yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 Apr 25

HLMA: Higher Assumptions And Neutral Stance Will Support Premium Future P/E

Halma's analyst price target has been adjusted from £40.00 to £41.50. Analysts link this shift to updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E.
내러티브 업데이트 Apr 09

HLMA: Slightly Higher Assumptions And Neutral Views Will Support Premium P/E

Narrative update on Halma The updated analyst price target for Halma now reflects the recent Street moves to £4,150 per share. Analysts point to slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E as the key drivers behind this change.
분석 기사 Apr 04

We Ran A Stock Scan For Earnings Growth And Halma (LON:HLMA) Passed With Ease

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
내러티브 업데이트 Mar 26

HLMA: Slightly Higher Revenue Assumptions Will Support Premium Future P/E

Halma's analyst price target has shifted higher to £4,150 from £4,000, as analysts point to updated assumptions for slightly stronger revenue growth and valuation multiples, along with modestly adjusted profit margin expectations. Analyst Commentary Recent research presents a mixed but generally balanced view on Halma, with price targets adjusted to reflect updated assumptions on revenue growth, valuation multiples, and profit margins.
내러티브 업데이트 Mar 11

HLMA: Stable Assumptions And Lower Risk Will Support Premium Future P/E

Analysts have increased their price target on Halma by £4.50, citing updated assumptions on discount rates, profit margins and future P/E levels. Analyst Commentary Bullish Takeaways Bullish analysts link the £4.50 price target uplift to revised discount rate assumptions, suggesting they see Halma's cash flows as less risky than before, which supports a higher valuation multiple.
내러티브 업데이트 Feb 24

HLMA: Steady Earnings Assumptions Will Likely Sustain Premium Future P/E

Analysts have nudged their price target for Halma higher to £38.69 from £38.38, citing modest adjustments to revenue growth, profit margin and future P/E assumptions following recent research updates, including the latest increase from Berenberg. Analyst Commentary Bullish Takeaways Bullish analysts supporting the higher £38.69 target point to incremental tweaks in revenue and margin assumptions as enough to justify a slightly richer valuation without changing the core thesis on Halma.
분석 기사 Feb 10

Halma (LON:HLMA) Has Some Way To Go To Become A Multi-Bagger

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
내러티브 업데이트 Feb 07

HLMA: Modest Fair Value Shift Will Likely Support High P/E Expectations

Analysts have slightly increased their price targets on Halma, raising the revised fair value estimate to £38.38 per share from £38.05, reflecting modest adjustments to assumptions on revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent research updates on Halma point to a slightly higher fair value estimate per share at £38.38, alongside an increased price target of 450 GBp in one of the latest notes.
내러티브 업데이트 Jan 22

HLMA: Higher Fair Value Assumptions Will Likely Support Premium P/E Multiple

Halma's analyst price target has been lifted by £0.72 to £38.05, with analysts pointing to updated assumptions around fair value, revenue growth, profit margins and future P/E levels as key drivers behind the change. Analyst Commentary Bullish Takeaways Bullish analysts see the higher £38.05 target as better reflecting their updated fair value work, which now builds in revised assumptions around revenue, margins and the P/E they are prepared to apply.
분석 기사 Jan 11

What Does Halma plc's (LON:HLMA) Share Price Indicate?

Today we're going to take a look at the well-established Halma plc ( LON:HLMA ). The company's stock saw a decent share...
내러티브 업데이트 Jan 07

HLMA: Slightly Higher Fair Value Will Likely Support Premium Multiple

Analysts have nudged their price target for Halma slightly higher to £37.33 from £37.11, citing updated assumptions around modestly stronger revenue growth, slightly higher profit margins and a marginally lower future P/E multiple. Valuation Changes Fair Value: Revised slightly higher from £37.11 to £37.33 per share.
내러티브 업데이트 Dec 15

HLMA: Raised Price Views Will Likely Sustain Premium Multiple Amid Mixed Sentiment

The analyst price target for Halma has been nudged higher, with our updated fair value estimate rising from about £36.67 to £37.11 per share. Analysts highlight a richer future earnings multiple supported by a series of upward target revisions across the Street, despite slightly softer long term growth and margin assumptions.
분석 기사 Dec 15

Is Halma (LON:HLMA) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 Dec 01

Does Halma (LON:HLMA) Deserve A Spot On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
내러티브 업데이트 Dec 01

HLMA: Upgraded Profit Margins Will Likely Sustain Fair Value Amid Cautious Optimism

Halma’s analyst price target has increased by nearly £2.38 to reflect upgraded forecasts for revenue growth and profit margins. Analysts cite recent positive research updates supporting the company’s outlook.
분석 기사 Nov 18

Halma plc's (LON:HLMA) Business Is Yet to Catch Up With Its Share Price

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") below 16x, you may...
내러티브 업데이트 Nov 17

HLMA: Margins and Execution Will Support Steady Performance Amid Valuation Caution

Halma's analyst price target has risen modestly, up by approximately £0.09 to £34.30. Analysts highlight improved profit margins and moderate adjustments to growth forecasts.
분석 기사 Nov 05

Returns At Halma (LON:HLMA) Appear To Be Weighed Down

What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
내러티브 업데이트 Nov 01

HLMA: Upward Pricing Revisions Will Underpin Confidence Despite Valuation Concerns

Halma's analyst price target has increased significantly. Analysts cite improved confidence in the company's high-growth prospects and sustainable margins, as reflected by recent upward revisions to targets such as £3,690 and £3,770 per share.
내러티브 업데이트 Oct 18

Strong Cash Generation Will Enable Future Investments In Niche Safety And Environmental Technologies

Halma’s analyst price target has increased by approximately £0.24 to £34.20. Analysts cite ongoing revenue growth and recently raised price targets from multiple firms to support the positive outlook.
내러티브 업데이트 Oct 04

Strong Cash Generation Will Enable Future Investments In Niche Safety And Environmental Technologies

Halma's analyst price target has increased from £32.74 to £33.97 per share, as analysts cite improved revenue growth expectations and confidence in the company's high-return business model. Analyst Commentary Recent street research reflects a mix of optimism and caution among analysts.
내러티브 업데이트 Sep 19

Strong Cash Generation Will Enable Future Investments In Niche Safety And Environmental Technologies

Analysts have modestly raised Halma’s price target to £32.74, reflecting confidence in its resilient, high-growth business model and acquisition strategy, though some remain cautious on valuation. Analyst Commentary Bullish analysts cite Halma's high-growth, high-returns business model as sustainable, supporting higher valuation multiples.
내러티브 업데이트 Sep 04

Strong Cash Generation Will Enable Future Investments In Niche Safety And Environmental Technologies

Analysts reaffirm their positive outlook on Halma, citing its strong market position, resilient profitability, and improving growth prospects, with the consensus price target unchanged at £32.39. Analyst Commentary Recognition of Halma’s sustainable high-growth, high-returns business model.
분석 기사 Aug 24

These 4 Measures Indicate That Halma (LON:HLMA) Is Using Debt Safely

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 Aug 10

Here's Why Halma (LON:HLMA) Has Caught The Eye Of Investors

LSE:HLMA 1 Year Share Price vs Fair Value Explore Halma's Fair Values from the Community and select yours For...
분석 기사 Jul 27

Halma (LON:HLMA) Hasn't Managed To Accelerate Its Returns

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
분석 기사 Jul 13

Halma plc's (LON:HLMA) Business Is Trailing The Market But Its Shares Aren't

Halma plc's ( LON:HLMA ) price-to-earnings (or "P/E") ratio of 41x might make it look like a strong sell right now...
User avatar
새 내러티브 Nov 24

Calculated Acquisitions And Robust R&D Drive Long-Term Growth Amid Market Challenges

Strong cash generation and balance sheet support significant R&D and acquisition investments, ensuring sustainable growth and increased future revenues and earnings.

CEO 보수 분석

Marc Ronchetti의 보수는 Halma의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Sep 30 2025n/an/a

UK£347m

Jun 30 2025n/an/a

UK£322m

Mar 31 2025UK£5mUK£934k

UK£296m

Dec 31 2024n/an/a

UK£291m

Sep 30 2024n/an/a

UK£287m

Jun 30 2024n/an/a

UK£278m

Mar 31 2024UK£4mUK£900k

UK£269m

Dec 31 2023n/an/a

UK£253m

Sep 30 2023n/an/a

UK£238m

Jun 30 2023n/an/a

UK£236m

Mar 31 2023UK£2mUK£666k

UK£235m

Dec 31 2022n/an/a

UK£229m

Sep 30 2022n/an/a

UK£224m

Jun 30 2022n/an/a

UK£234m

Mar 31 2022UK£2mUK£482k

UK£244m

Dec 31 2021n/an/a

UK£253m

Sep 30 2021n/an/a

UK£262m

Jun 30 2021n/an/a

UK£233m

Mar 31 2021UK£2mUK£404k

UK£203m

Dec 31 2020n/an/a

UK£190m

Sep 30 2020n/an/a

UK£177m

Jun 30 2020n/an/a

UK£181m

Mar 31 2020UK£2mUK£425k

UK£184m

보상 대 시장: Marc의 총 보수(USD6.88M)는 UK 시장에서 비슷한 규모 기업의 평균(USD7.22M) 수준입니다.

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


CEO

Marc Ronchetti (49 yo)

3.1yrs
재임 기간
UK£5,056,000
보수

Mr. Marc Arthur Ronchetti served as Group Chief Financial Officer of Halma plc since June 30, 2018 until January 16, 2023 and serves as its Executive Director since July 01, 2018 and serves as its Group Ch...


리더십 팀

이름직위재임 기간보수지분
Marc Ronchetti
Group CEO3.1yrsUK£5.06m0.043%
£ 7.4m
Carole Cran
CFO, Member of Executive Board & Executive Director1.1yrsUK£513.00k0.0027%
£ 462.0k
Jennifer Ward
Group Talent12.2yrsUK£2.55m0.010%
£ 1.7m
Catherine Michel
CTO & Member of Executive Board6.7yrs데이터 없음0.0020%
£ 344.8k
Funmi Adegoke
CEO of Safety Sector & Member of Executive Board5.7yrs데이터 없음데이터 없음
Constance Baroudel
Chief Sustainability Officer5.1yrs데이터 없음0.012%
£ 2.1m
Steve Brown
Sector Chief Executive of Healthcare & Member of Executive Board4.5yrs데이터 없음데이터 없음
Aldous Wong
President of Halma Asia Pacific4.3yrs데이터 없음데이터 없음
Charlene Lim
Group General Counsel & Member of Executive Board1.7yrs데이터 없음데이터 없음
Charles King
Head of Investor Relationsno data데이터 없음데이터 없음
Bill Stoval
CEO of Divisionalno data데이터 없음데이터 없음
Rob Lewis
Divisional Chief Executive of Environmental & Analysis Sectorno data데이터 없음데이터 없음
4.5yrs
평균 재임 기간
52yo
평균 나이

경험이 풍부한 관리: HLMA의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.5 년).


이사회 구성원

이름직위재임 기간보수지분
Marc Ronchetti
Group CEO7.8yrsUK£5.06m0.043%
£ 7.4m
Carole Cran
CFO, Member of Executive Board & Executive Director10.3yrsUK£513.00k0.0027%
£ 462.0k
Jennifer Ward
Group Talent9.7yrsUK£2.55m0.010%
£ 1.7m
Giles Francis Kerr
Independent Non-Executive Director2.3yrsUK£77.00k0.00053%
£ 91.4k
Dharmash Mistry
Independent Non-Executive Director5.1yrsUK£77.00k0.00068%
£ 117.2k
Barbara Milian Thoralfsson
Independent Non-Executive Directorless than a year데이터 없음0.000090%
£ 15.5k
Pamela Makin
Independent Non-Executive Chair5.3yrsUK£437.00k0.0027%
£ 456.8k
Andrew La Force
Independent Non-Executive Directorless than a year데이터 없음0.0021%
£ 365.4k
Jo Harlow
Senior Independent Non-Executive Director9.6yrsUK£119.00k0.00053%
£ 91.4k
Sharmila Nebhrajani
Independent Non-Executive Director4.4yrsUK£82.00k0.000050%
£ 8.6k
Liam Condon
Independent Non-Executive Director2.7yrsUK£77.00k0.00026%
£ 44.8k
5.1yrs
평균 재임 기간
59yo
평균 나이

경험이 풍부한 이사회: HLMA의 이사회경험이 있음으로 간주됩니다(평균 재임 5.1 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/08 14:38
종가2026/05/08 00:00
수익2025/09/30
연간 수익2025/03/31

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

Halma plc는 31명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Richard PaigeBarclays
Jonathan HurnBarclays
Andrew SimmsBerenberg