E2open Parent Holdings, Inc.

NYSE:ETWO 주식 리포트

시가총액: US$1.1b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

E2open Parent Holdings 경영진

경영진 기준 점검 2/4

E2open Parent Holdings CEO는 Andrew Appel, Oct2023 에 임명되었습니다 의 임기는 1.83 년입니다. 총 연간 보상은 $2.52M, 25.8% 급여 및 74.2% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $2.74M 가치에 해당하는 회사 주식의 0.24% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2 년과 4.5 년입니다.

핵심 정보

Andrew Appel

최고경영자

US$2.5m

총 보수

CEO 급여 비율25.79%
CEO 재임 기간1.8yrs
CEO 지분 보유율0.2%
경영진 평균 재임 기간2yrs
이사회 평균 재임 기간4.5yrs

최근 경영진 업데이트

Recent updates

분석 기사 May 09

There's No Escaping E2open Parent Holdings, Inc.'s (NYSE:ETWO) Muted Revenues Despite A 37% Share Price Rise

Those holding E2open Parent Holdings, Inc. ( NYSE:ETWO ) shares would be relieved that the share price has rebounded...
분석 기사 May 02

Analysts Have Been Trimming Their E2open Parent Holdings, Inc. (NYSE:ETWO) Price Target After Its Latest Report

Shareholders of E2open Parent Holdings, Inc. ( NYSE:ETWO ) will be pleased this week, given that the stock price is up...
분석 기사 Apr 27

E2open Parent Holdings (NYSE:ETWO) Has Debt But No Earnings; Should You Worry?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
User avatar
새로운 내러티브 Mar 25

Client Focus And Tech Integration Will Drive Mid-Market Success

E2open's strategies to stabilize subscription revenue and reduce churn are expected to boost long-term growth and improve net margins.
분석 기사 Mar 05

There Is A Reason E2open Parent Holdings, Inc.'s (NYSE:ETWO) Price Is Undemanding

With a price-to-sales (or "P/S") ratio of 1.1x E2open Parent Holdings, Inc. ( NYSE:ETWO ) may be sending very bullish...
Seeking Alpha Jan 14

E2open Parent Holdings: Positive On Retention Gains And Mid-Market Opportunities

Summary I recommend a buy rating for E2open Parent Holdings due to signs of stabilization in subscription revenue, improved retention rates, and growing cross-sell momentum. Despite a 4% y/y revenue decline and weak professional services, ETWO's subscription revenue grew sequentially, and management's conservative guidance reflects ongoing challenges. ETWO's focus on mid-market clients presents a significant long-term growth opportunity, diversifying its revenue base and capitalizing on increasing mid-market tech spending. Read the full article on Seeking Alpha
분석 기사 Dec 20

Is E2open Parent Holdings (NYSE:ETWO) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha Oct 22

E2open Parent Holdings: Long-Term Growth Outlook Remains Intact

Summary I recommend a buy rating for E2open Parent Holdings, believing the growth slowdown is temporary and driven by delays in closing large, complex deals. Despite 2Q25 revenue misses, underlying demand remains strong, with improved client retention and notable new deals indicating solid growth potential. ETWO's new system integrator partnerships and the anticipated ERP upgrade cycle are key drivers for future growth acceleration. Read the full article on Seeking Alpha
Seeking Alpha Oct 15

Earnings In Reverse, But E2open Gears Up For A U-Turn

Summary E2open's recent performance missed expectations, but its strong SAP integration and industry positioning offer potential for long-term recovery despite current revenue struggles. Subscription growth, client retention, and notable client wins indicate stabilization, while strategic partnerships and ERP opportunities could drive future growth. Despite a bleak annualized ROR of -33.06%, Q2 2025 showed cautious optimism with improved bookings and fewer cancellations, hinting at a possible turnaround. With a blended P/E ratio of 16.42x and debt concerns, ETWO's current valuation may appeal to higher-risk investors willing to bet on recovery. Read the full article on Seeking Alpha
분석 기사 Sep 06

What Does E2open Parent Holdings, Inc.'s (NYSE:ETWO) Share Price Indicate?

While E2open Parent Holdings, Inc. ( NYSE:ETWO ) might not have the largest market cap around , it received a lot of...
Seeking Alpha Jul 13

E2open Parent Holdings: Buy Rated As Growth Slowdown Was Likely A One-Off Event

Summary I continue to recommend a buy rating for E2open Parent Holdings (ETWO) due to the positive growth outlook. The 1Q25 growth slowdown was due to timing issues. Leading indicators like growth in current deferred revenue and subscriptions billing point to positive revenue growth ahead. Read the full article on Seeking Alpha
분석 기사 Jun 19

Is E2open Parent Holdings (NYSE:ETWO) Weighed On By Its Debt Load?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 May 21

E2open Parent Holdings, Inc.'s (NYSE:ETWO) Shares Bounce 27% But Its Business Still Trails The Industry

E2open Parent Holdings, Inc. ( NYSE:ETWO ) shareholders have had their patience rewarded with a 27% share price jump in...
Seeking Alpha May 15

E2open Parent Holdings: Upgrade To Buy On Positive Execution And New Sales Strategy

Summary ETWO's execution over the past two quarters has been impressive, leading to an upgrade in the stock's rating. The company's recent earnings report exceeded expectations, demonstrating significant improvement in execution. ETWO's new sales strategy, including product-specific teams and SI partners, is expected to drive future growth. Read the full article on Seeking Alpha
분석 기사 May 02

Should You Investigate E2open Parent Holdings, Inc. (NYSE:ETWO) At US$4.86?

E2open Parent Holdings, Inc. ( NYSE:ETWO ), is not the largest company out there, but it received a lot of attention...
분석 기사 Apr 05

There's No Escaping E2open Parent Holdings, Inc.'s (NYSE:ETWO) Muted Revenues

You may think that with a price-to-sales (or "P/S") ratio of 2x E2open Parent Holdings, Inc. ( NYSE:ETWO ) is...
분석 기사 Feb 08

Is E2open Parent Holdings (NYSE:ETWO) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha Jan 09

E2open Parent Holdings: Light At The End Of The Tunnel

Summary E2open Parent Holdings, Inc. reported more sales declines. The company is focused on implementing action plans to improve sales execution and deepen client engagement to return to sustainable growth. Margins and cash flow remain strong, and the company expects adjusted EBITDA for the year to be in the range of $215 million to $220 million. Fiscal 2025 should see a return to growth. Read the full article on Seeking Alpha
분석 기사 Dec 16

At US$4.07, Is E2open Parent Holdings, Inc. (NYSE:ETWO) Worth Looking At Closely?

While E2open Parent Holdings, Inc. ( NYSE:ETWO ) might not be the most widely known stock at the moment, it saw a...
분석 기사 Nov 16

Are Investors Undervaluing E2open Parent Holdings, Inc. (NYSE:ETWO) By 47%?

Key Insights The projected fair value for E2open Parent Holdings is US$6.28 based on 2 Stage Free Cash Flow to Equity...
Seeking Alpha Oct 17

E2open Parent Holdings: Too Much Uncertainty Risk For Me To Stomach

Summary ETWO's 2Q24 revenue slightly below expectations, with weak professional services revenue due to lower utilization of services. Management reduced revenue guidance for FY24 by 5%, indicating a decrease in revenue and a diminished likelihood of positive outcomes. ETWO's potential for inorganic growth through M&As is unlikely due to increased costs of capital and limited leverage capacity. Read the full article on Seeking Alpha
분석 기사 Oct 12

Benign Growth For E2open Parent Holdings, Inc. (NYSE:ETWO) Underpins Stock's 56% Plummet

E2open Parent Holdings, Inc. ( NYSE:ETWO ) shareholders that were waiting for something to happen have been dealt a...
Seeking Alpha Oct 11

E2open Parent Holdings: Still Running House Money But Q2 Was Rough

Summary Revenues have swung from growth to a decline. Subscription revenue is up. The CEO is departing, and the company down-guided. This is a tough operational environment, so expect shares to sell off on the news, but we continue to hold a house position. Read the full article on Seeking Alpha
Seeking Alpha Jul 21

E2open: Upside Is Attractive, But Remains A Hold Until More Clarity Is Provided

Summary I maintain a hold rating for ETWO due to uncertainties surrounding the new S&M investment strategy. I believe ETWO's decision to restate guidance is seen as strategic, allowing for increased S&M spending without lowering investor confidence. Despite trading at a discount to peers, I believe ETWO should trade at a premium due to its higher profitability and similar growth rates. Read the full article on Seeking Alpha
Seeking Alpha Jul 11

E2open Parent Holdings: Turning Another Winning Trade Into A House Position

Summary We have now traded E2open Parent Holdings, Inc. successfully three times, each netting 20% gains. Our last trade was shared with you in May 2023, and like clockwork, two months later, we have been able to take profits. We still rate shares a long-term buy but recommend now running a house position on the name following Q1 earnings. Q1 earnings showed subscription revenue above the high end of guidance, but overall growth has normalized. Read the full article on Seeking Alpha

CEO 보수 분석

Andrew Appel의 보수는 E2open Parent Holdings의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
May 31 2025n/an/a

-US$635m

Feb 28 2025US$3mUS$650k

-US$660m

Nov 30 2024n/an/a

-US$458m

Aug 31 2024n/an/a

-US$778m

May 31 2024n/an/a

-US$783m

Feb 29 2024US$28mUS$372k

-US$1b

보상 대 시장: Andrew의 총 보수(USD2.52M)는 US 시장에서 비슷한 규모 기업의 평균(USD3.73M)보다 낮습니다.

보상과 수익: Andrew의 보상을 회사 실적과 비교하기에 데이터가 부족합니다.


CEO

Andrew Appel (61 yo)

1.8yrs
재임 기간
US$2,520,013
보수

Mr. Andrew M. Appel serves as Chief Executive Officer since 2024 at E2open, LLC. He was an Interim CEO since October 10, 2023 until February 2024 and serves as Chief Executive Officer since February 2024 a...


리더십 팀

이름직위재임 기간보수지분
Andrew Appel
CEO & Director1.8yrsUS$2.52m0.24%
$ 2.7m
Marje Armstrong
CFO & Chief Human Resources Officer3.3yrsUS$2.92m0.30%
$ 3.4m
Rachit Lohani
Chief Product & Technology Officerless than a yearUS$5.59m데이터 없음
Susan Bennett
Chief Legal Officer & Secretary1.3yrsUS$4.14m0.028%
$ 313.7k
Gregory Randolph
Chief Commercial Officer2.1yrsUS$3.04m0.15%
$ 1.7m
Deepa Kurian
Chief Accounting Officer4.5yrs데이터 없음0.034%
$ 388.6k
Lynn Holmgren
Executive VPno data데이터 없음데이터 없음
Russell Johnson
SVP, Treasurer & Investor Relationsless than a year데이터 없음데이터 없음
Kristin Seigworth
Vice President of Communicationsno data데이터 없음데이터 없음
Douglas Newton
Executive Vice President of Corporate Development4.9yrs데이터 없음데이터 없음
Pawan Joshi
Chief Strategy Officer9.8yrsUS$4.13m0.24%
$ 2.7m
John McIndoe
EVP & Chief of Staff to the CEO1.3yrs데이터 없음0.031%
$ 354.6k
2.0yrs
평균 재임 기간
53yo
평균 나이

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


이사회 구성원

이름직위재임 기간보수지분
Andrew Appel
CEO & Director1.8yrsUS$2.52m0.24%
$ 2.7m
Keith Abell
Independent Director4.3yrsUS$299.55k데이터 없음
Timothy Maudlin
Independent Director4.5yrsUS$304.55k0.038%
$ 426.3k
Chinh Chu
Independent Chairman of the Board5.6yrsUS$426.64k0.028%
$ 318.1k
Martin Fichtner
Independent Director3.9yrs데이터 없음데이터 없음
Ryan Hinkle
Independent Director4.5yrsUS$292.22k0.045%
$ 512.1k
Stephen Daffron
Independent Director4.5yrsUS$303.91k0.046%
$ 526.8k
Eva Harris
Lead Independent Director5.3yrsUS$329.55k0.047%
$ 528.4k
4.5yrs
평균 재임 기간
64yo
평균 나이

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


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2025/08/04 03:07
종가2025/08/01 00:00
수익2025/05/31
연간 수익2025/02/28

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
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시장 가격30년
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  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
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주요 개발10년
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분석가 소스

E2open Parent Holdings, Inc.는 3명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
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Chad BennettCraig-Hallum Capital Group LLC
Adam HotchkissGoldman Sachs