Westlake Corporation

NYSE:WLK 주식 리포트

시가총액: US$11.8b

Westlake 경영진

경영진 기준 점검 2/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Jean-Marc Gilson

최고경영자

US$6.4m

총 보수

CEO 급여 비율20.06%
CEO 재임 기간1.8yrs
CEO 지분 보유율n/a
경영진 평균 재임 기간2yrs
이사회 평균 재임 기간8.2yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 Apr 24

WLK: Buybacks Litigation Settlement And CFO Transition Will Shape Balanced Outlook

Analysts have adjusted their price target on Westlake to $121.29 from $117.07, citing updated assumptions around revenue growth, profit margins, and future P/E expectations. What's in the News Westlake appointed Jonathan H.
내러티브 업데이트 Apr 10

WLK: Buybacks And CFO Transition Will Shape A Balanced Forward Outlook

Analysts have lifted their fair value estimate for Westlake from about $113 to roughly $117, pointing to slightly higher revenue growth assumptions, a modestly lower discount rate, and a small shift in expected profit margin and future P/E as the key drivers behind the updated price target. What's in the News From October 1, 2025 to December 31, 2025, Westlake repurchased 445,881 shares, about 0.35% of its outstanding shares, for a total of US$32.84 million under its ongoing buyback program (Key Developments).
내러티브 업데이트 Mar 27

WLK: Buybacks And Leadership Transition Will Shape A Measured Forward Outlook

Analysts have adjusted their price target for Westlake from $110.43 to $113.00, citing updated assumptions related to discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News From October 1, 2025 to December 31, 2025, Westlake repurchased 445,881 shares, representing 0.35% of its shares, for a total of US$32.84 million under its ongoing buyback program (Key Developments).
새로운 내러티브 Mar 13

Three Pillar Plan And Housing Tailwinds Will Transform Earnings Quality

Catalysts About Westlake Westlake is a global producer of performance and essential materials and housing and infrastructure products that serve construction, industrial and municipal end markets. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 Mar 11

WLK: Plant Closures And Charges Will Shape A Measured Forward Outlook

Analysts have raised their price target on Westlake from about $86 to about $110, reflecting updated views on fair value, discount rates, revenue growth, profit margins, and future P/E assumptions. What's in the News Chief Financial Officer M.
새로운 내러티브 Feb 25

Footprint Optimization And Overcapacity Will Pressure Margins And Limit Earnings Recovery

Catalysts About Westlake Westlake Corporation produces performance and essential materials alongside housing and infrastructure products, serving global industrial, construction and municipal end markets. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 Feb 24

WLK: Planned Plant Closures And Charges Will Shape Balanced Outlook

Analysts have modestly adjusted their price target on Westlake to $85.79. This reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E that fine tune rather than overhaul their prior view.
내러티브 업데이트 Feb 10

WLK: Planned US Plant Closures And Charges Will Pressure Forward Expectations

Analysts have nudged their price target on Westlake higher to about $85.79 from roughly $85.36, reflecting small tweaks to fair value inputs, discount rate assumptions, profit margin outlook, and future P/E expectations. What's in the News Westlake plans to cease operations at several North American chlorovinyl facilities, including its PVC plant in Aberdeen, Mississippi, its VCM plant at the Lake Charles, Louisiana North site, and one diaphragm chlor-alkali unit at the Lake Charles, Louisiana South site, with operations expected to end in December 2025 (Key Developments).
내러티브 업데이트 Jan 26

WLK: Planned Facility Closures And Impairment Charges Will Shape Fair Valuation Outlook

Analysts have lifted their price target on Westlake from about US$82 to roughly US$85, pointing to updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E as the key drivers behind the change. What's in the News Westlake plans to cease operations at several North American chlorovinyl facilities, including a PVC plant in Aberdeen, Mississippi, a VCM plant at Lake Charles North in Louisiana, and a diaphragm chlor alkali unit at Lake Charles South, with cessation targeted for December 2025 (Key Developments).
내러티브 업데이트 Jan 10

WLK: Capacity Closures And Impairment Charges Will Shape Fairly Balanced Prospects

Analysts have nudged their price target for Westlake slightly higher to about US$82 per share, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Westlake plans to shut certain North American chlorovinyl facilities, including a PVC plant in Aberdeen, Mississippi, a VCM plant and a diaphragm chlor alkali unit in Lake Charles, Louisiana, and its styrene plant in Lake Charles, with cessation of operations targeted for December 2025 and an expected workforce reduction of about 295 employees (company announcement).
내러티브 업데이트 Dec 26

WLK: Future Returns Will Reflect Capacity Closures And Fairly Balanced Prospects

Analysts have nudged their price target on Westlake higher by approximately 1 percent to about $82 per share. This reflects updated assumptions for a slightly higher discount rate and richer future valuation multiples that more than offset trimmed revenue growth and profit margin expectations.
분석 기사 Dec 14

Westlake (NYSE:WLK) Has A Somewhat Strained Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
내러티브 업데이트 Dec 12

WLK: Future Returns Will Reflect Buyback Completion And Recent Index Removal

Narrative Update on Westlake Analysts have increased their price target on Westlake to approximately 81.29 dollars per share from 81.29 dollars previously, a marginal upward revision reflecting slightly lower discount rate assumptions and modestly improved long term valuation metrics. What's in the News Recorded a significant unaudited goodwill impairment of approximately 727 million dollars for the third quarter ended September 30, 2025, signaling a downward reassessment of certain acquired assets (Key Developments) Completed its long running share repurchase program announced in 2014, having bought back a total of 9,482,402 shares, or about 7.31 percent of shares outstanding, for 662.35 million dollars, with no additional shares repurchased in the latest quarter (Key Developments) Was removed from the FTSE All World Index, potentially affecting index linked ownership and passive fund flows (Key Developments) Expanded its Magnolia Collection window line with a new black frame option across multiple series, targeting growing demand for darker, energy efficient window styles in residential construction (Key Developments) Valuation Changes Fair Value: unchanged at approximately 81.29 dollars per share, indicating a stable intrinsic value estimate.
Seeking Alpha Dec 09

Westlake: My Year-End 2025 Update Implies Difficult Macro

Summary Westlake (WLK) remains a HOLD, with excessive housing exposure and no clear catalysts for near-term recovery. WLK's fundamentals are solid, but negative earnings revisions and weak housing market limit upside; fair value cut to $52/share, PT to $44/share. Dividend is covered, but AEPS likely won't exceed payout until at least 2027E, and profitability lags sector averages. Alternatives like Cabot (CBT) offer better value and upside; WLK's risk/reward remains unattractive at current levels. Read the full article on Seeking Alpha
내러티브 업데이트 Nov 27

WLK: Share Buyback Completion Will Support Future Upside After Index Exit

Westlake's analyst price target has been revised slightly downward to $81.29 from $82.21 as analysts factor in modestly higher discount rates and updated profitability assumptions. What's in the News Westlake Corporation reported an unaudited goodwill impairment of $727 million for the third quarter ended September 30, 2025.
분석 기사 Nov 21

Westlake (NYSE:WLK) Has Affirmed Its Dividend Of $0.53

The board of Westlake Corporation ( NYSE:WLK ) has announced that it will pay a dividend on the 11th of December, with...
내러티브 업데이트 Nov 13

WLK: Share Buyback Completion Will Drive Upward Momentum Despite Index Removal

Analysts have lowered their price target for Westlake from $88.43 to $82.21, citing recent adjustments in key financial assumptions as well as expectations for increased revenue growth but slightly lower profitability. What's in the News Westlake reported a $727 million impairment of goodwill for the third quarter ended September 30, 2025 (Key Developments).
내러티브 업데이트 Oct 30

WLK: Share Buyback And Dividend Distribution Will Support Upward Momentum

Analysts have slightly lowered their price target for Westlake from $88.86 to $88.43. They cite expectations of marginally slower revenue growth and a modestly higher discount rate, despite a small improvement in projected profit margins.
내러티브 업데이트 Oct 16

US Municipal Spending And Urbanization Will Drive Demand

Westlake's analyst price target has been modestly reduced from $90.07 to $88.86. Analysts are adjusting their expectations in light of lower projected revenue growth and profit margins, along with a slight increase in discount rates.
분석 기사 Sep 25

A Look At The Fair Value Of Westlake Corporation (NYSE:WLK)

Key Insights Westlake's estimated fair value is US$86.97 based on 2 Stage Free Cash Flow to Equity With US$78.88 share...
분석 기사 Aug 14

Westlake (NYSE:WLK) Will Pay A Larger Dividend Than Last Year At $0.53

Westlake Corporation ( NYSE:WLK ) will increase its dividend on the 4th of September to $0.53, which is 1.0% higher...
분석 기사 Jul 27

Should You Think About Buying Westlake Corporation (NYSE:WLK) Now?

Today we're going to take a look at the well-established Westlake Corporation ( NYSE:WLK ). The company's stock led the...
분석 기사 Jul 09

Westlake Corporation (NYSE:WLK) Not Flying Under The Radar

With a price-to-earnings (or "P/E") ratio of 27.6x Westlake Corporation ( NYSE:WLK ) may be sending bearish signals at...
분석 기사 Jun 21

Westlake (NYSE:WLK) Seems To Use Debt Quite Sensibly

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

Westlake Corp.: Overvaluation Confirmed, What's Next?

Summary Westlake Corporation is a fundamentally strong chemical company with excellent vertical integration and management, but its current valuation is too high for a "Buy" rating. Despite its robust financials and market position, macroeconomic uncertainties and a low dividend yield make Westlake less attractive compared to peers like BASF. The company's performance metrics are impressive, but its forecasted earnings decline and limited upside potential justify a "Hold" rating with a target price of $100/share. Westlake's exposure to housing and infrastructure markets is promising, but the current market conditions and valuation risks outweigh the potential benefits for new investments. Read the full article on Seeking Alpha

CEO 보수 분석

Jean-Marc Gilson의 보수는 Westlake의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

-US$2b

Dec 31 2025US$6mUS$1m

-US$2b

Sep 30 2025n/an/a

-US$952m

Jun 30 2025n/an/a

-US$67m

Mar 31 2025n/an/a

US$386m

Dec 31 2024US$4mUS$529k

US$599m

보상 대 시장: Jean-Marc의 총 보수(USD6.42M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.81M)보다 낮습니다.

보상과 수익: Jean-Marc의 보상은 회사가 적자임에도 증가했습니다.


CEO

Jean-Marc Gilson (62 yo)

1.8yrs
재임 기간
US$6,423,651
보수

Mr. Jean-Marc Gilson is Independent Director of Corteva, Inc. from April 28, 2026. Mr. Gilson He is President, CEO & Director of Westlake Chemical Partners LP from July 15, 2024. Mr. Jean-Marc is President...


리더십 팀

이름직위재임 기간보수지분
Albert Chao
Executive Chairman22.9yrsUS$6.66m0.50%
$ 59.3m
James Chao
Senior Chairman22.9yrsUS$5.59m0.039%
$ 4.6m
Jean-Marc Gilson
President1.8yrsUS$6.42m데이터 없음
Mark Bender
Executive VP & CFO19.3yrsUS$3.91m0.022%
$ 2.6m
Jeffrey Holy
VP & Chief Accounting Officer2.1yrs데이터 없음0.0040%
$ 472.9k
L. Ederington
Executive Vice President of Legal & External Affairs12.6yrsUS$3.77m0.063%
$ 7.4m
Scott Szwejbka
Senior VP of Housing & Infrastructure Products Segment Head1.1yrs데이터 없음데이터 없음
Brian Powers
Senior VP of Performance & Essential Materials Segment Headless than a year데이터 없음데이터 없음
2.0yrs
평균 재임 기간
62yo
평균 나이

경험이 풍부한 관리: WLK의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 2 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
Albert Chao
Executive Chairman22.9yrsUS$6.66m0.50%
$ 59.3m
James Chao
Senior Chairman22.9yrsUS$5.59m0.039%
$ 4.6m
Jean-Marc Gilson
Presidentless than a yearUS$6.42m데이터 없음
Mark McCollum
Independent Director8yrsUS$327.23k0.0075%
$ 891.4k
Kimberly Lubel
Independent Director6yrsUS$300.98k0.0091%
$ 1.1m
R. Northcutt
Independent Director13yrsUS$320.98k0.017%
$ 2.0m
Michael Graff
Independent Director13yrsUS$320.98k0.017%
$ 2.0m
Jeffrey Sheets
Independent Director8.3yrsUS$320.98k0.010%
$ 1.2m
Tsung-Hung Chao
Director8.3yrsUS$300.98k0.022%
$ 2.6m
Tsung-Chen Chao
Director7.8yrs데이터 없음0.0062%
$ 728.2k
Catherine Chao
Director3yrsUS$300.98k0.020%
$ 2.3m
Carolyn Sabat
Director3yrsUS$300.98k0.0028%
$ 329.8k
8.2yrs
평균 재임 기간
63.5yo
평균 나이

경험이 풍부한 이사회: WLK의 이사회경험이 있음으로 간주됩니다(평균 재임 8.2 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/14 05:09
종가2026/05/14 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.

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분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

Westlake Corporation는 28명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
null nullAlembic Global Advisors
Michael LeitheadBarclays
Jonas OxgaardBernstein