Air Transport Services Group, Inc.

NasdaqGS:ATSG 주식 리포트

시가총액: US$1.5b

This company has been acquired

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

Air Transport Services Group 경영진

경영진 기준 점검 2/4

Air Transport Services Group CEO는 Mike Berger, Jun2024 에 임명되었습니다 의 임기는 1년 미만입니다. 총 연간 보상은 $1.91M, 27.4% 급여 및 72.6% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $3.43M 가치에 해당하는 회사 주식의 0.23% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 1 년과 7.5 년입니다.

핵심 정보

Mike Berger

최고경영자

US$1.9m

총 보수

CEO 급여 비율27.40%
CEO 재임 기간less than a year
CEO 지분 보유율0.2%
경영진 평균 재임 기간1yr
이사회 평균 재임 기간7.5yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha Jan 24

Air Transport Services Group Stock: It Is Really Time To Sell

Summary Stonepeak Capital's $3.1 billion acquisition offer for Air Transport Services Group, Inc. is fair, providing a 29.3% premium per share. The acquisition price of $22.50 per share is reasonable, but the 0.6% premium against 2024 earnings and 5% discount against 2025 earnings frustrated some shareholders. The go-shop period expired without another suitor, and the stock's performance lagged the S&P 500, validating my sell rating from November. With no better offers and minimal spread to close, selling ATSG stock now and redeploying funds elsewhere is the optimal strategy. Read the full article on Seeking Alpha
Seeking Alpha Nov 05

No Use Holding Air Transport Services Group Any Longer

Summary Air Transport Services Group shares surged 26.6% after announcing an all-cash buyout by Stonepeak at $22.50 per share, a 29.3% premium. Despite the premium, the buyout multiples seem underwhelming, but in the broader context, the deal seems appropriate. Given the fair valuation and limited upside potential, I recommend considering a soft 'sell' on ATSG stock, barring another buyout offer. Read the full article on Seeking Alpha
분석 기사 Oct 07

Here's What's Concerning About Air Transport Services Group's (NASDAQ:ATSG) Returns On Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
User avatar
새로운 내러티브 Sep 15

Amazon Partnership And Fleet Expansion Propel Revenue And Earnings Growth

Expansion with Amazon and new Airbus 330 leases signal growth and diversification into international markets, boosting revenue prospects.
분석 기사 Sep 10

When Should You Buy Air Transport Services Group, Inc. (NASDAQ:ATSG)?

While Air Transport Services Group, Inc. ( NASDAQ:ATSG ) might not have the largest market cap around , it saw a...
Seeking Alpha Aug 28

Air Transport Services Group: A Buy On Market Stabilization And Amazon Opportunity

Summary Air Transport Services Group faces declining revenues and fixed costs, but the air freight market shows signs of stabilization, potentially benefiting the company. Second quarter revenues fell 7.7%, with operating income dropping 55%, highlighting the challenge of reducing costs amid soft demand. Positive developments include a new contract with Amazon and updated guidance for 2024, reflecting lower CapEx and incremental earnings improvements. Despite a complex environment, the stock is upgraded to "Buy" with a price target of $22.35, driven by long-term e-commerce growth trends. Read the full article on Seeking Alpha
분석 기사 Aug 11

Is There An Opportunity With Air Transport Services Group, Inc.'s (NASDAQ:ATSG) 22% Undervaluation?

Key Insights Air Transport Services Group's estimated fair value is US$20.00 based on 2 Stage Free Cash Flow to Equity...
분석 기사 Jul 17

Earnings Tell The Story For Air Transport Services Group, Inc. (NASDAQ:ATSG) As Its Stock Soars 29%

The Air Transport Services Group, Inc. ( NASDAQ:ATSG ) share price has done very well over the last month, posting an...
분석 기사 Jun 09

Should You Investigate Air Transport Services Group, Inc. (NASDAQ:ATSG) At US$12.39?

While Air Transport Services Group, Inc. ( NASDAQ:ATSG ) might not have the largest market cap around , it received a...
분석 기사 May 09

What You Can Learn From Air Transport Services Group, Inc.'s (NASDAQ:ATSG) P/E

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
Seeking Alpha May 08

Why Is Air Transport Services Group Stock Up? Amazon Is The Answer

Summary Air Transport Services Group's revenues declined by 3% in Q1 2024, with earnings per share of $0.16. The company's operating income fell from 30% to $33 million, resulting in a significant reduction in profits. ATSG has secured a new contract with Amazon to fly 10 additional freighters, leading to a surge in stock prices. Read the full article on Seeking Alpha
분석 기사 Mar 22

Air Transport Services Group's (NASDAQ:ATSG) Returns Have Hit A Wall

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
분석 기사 Feb 29

At US$12.19, Is Air Transport Services Group, Inc. (NASDAQ:ATSG) Worth Looking At Closely?

Air Transport Services Group, Inc. ( NASDAQ:ATSG ), is not the largest company out there, but it received a lot of...
분석 기사 Jan 18

Air Transport Services Group (NASDAQ:ATSG) Has No Shortage Of Debt

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 Dec 19

Air Transport Services Group, Inc.'s (NASDAQ:ATSG) Earnings Are Not Doing Enough For Some Investors

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 17x, you may...
분석 기사 Oct 12

Does Air Transport Services Group (NASDAQ:ATSG) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 Jul 20

Is There Now An Opportunity In Air Transport Services Group, Inc. (NASDAQ:ATSG)?

While Air Transport Services Group, Inc. ( NASDAQ:ATSG ) might not be the most widely known stock at the moment, it...
분석 기사 Jun 13

Air Transport Services Group (NASDAQ:ATSG) Has A Somewhat Strained Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 Feb 26

An Intrinsic Calculation For Air Transport Services Group, Inc. (NASDAQ:ATSG) Suggests It's 35% Undervalued

Key Insights The projected fair value for Air Transport Services Group is US$31.19 based on 2 Stage Free Cash Flow to...
분석 기사 Feb 03

Is Air Transport Services Group (NASDAQ:ATSG) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Oct 26

Does Air Transport Services Group (NASDAQ:ATSG) Have A Healthy Balance Sheet?

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 Sep 20

With EPS Growth And More, Air Transport Services Group (NASDAQ:ATSG) Makes An Interesting Case

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

CEO 보수 분석

Mike Berger의 보수는 Air Transport Services Group의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Dec 31 2024n/an/a

US$27m

Sep 30 2024n/an/a

-US$3m

Jun 30 2024n/an/a

US$18m

Mar 31 2024n/an/a

US$48m

Dec 31 2023US$2mUS$522k

US$60m

Sep 30 2023n/an/a

US$118m

Jun 30 2023n/an/a

US$151m

Mar 31 2023n/an/a

US$167m

Dec 31 2022US$2mUS$460k

US$196m

Sep 30 2022n/an/a

US$199m

Jun 30 2022n/an/a

US$211m

Mar 31 2022n/an/a

US$236m

Dec 31 2021US$1mUS$405k

US$229m

Sep 30 2021n/an/a

US$187m

Jun 30 2021n/an/a

US$119m

Mar 31 2021n/an/a

-US$66m

Dec 31 2020US$1mUS$386k

US$25m

Sep 30 2020n/an/a

-US$18m

Jun 30 2020n/an/a

US$93m

Mar 31 2020n/an/a

US$171m

Dec 31 2019US$1mUS$339k

US$60m

Sep 30 2019n/an/a

US$96m

Jun 30 2019n/an/a

US$24m

Mar 31 2019n/an/a

US$75m

Dec 31 2018US$796kUS$259k

US$68m

보상 대 시장: Mike의 총 보수(USD1.91M)는 US 시장에서 비슷한 규모 기업의 평균(USD5.47M)보다 낮습니다.

보상과 수익: Mike의 보상은 20% 이상 증가했지만 지난 1년 동안 회사 수익은 20% 이상 감소했습니다.


CEO

Mike Berger (62 yo)

less than a year
재임 기간
US$1,906,098
보수

Mr. Michael L. Berger, also known as Mike, is Chief Executive Officer and Director of Air Transport Services Group, Inc. from June 4, 2024. Mr. Berger served as President at Air Transport Services Group, I...


리더십 팀

이름직위재임 기간보수지분
Joseph Hete
Executive Chairman21.7yrsUS$1.66m1.09%
$ 16.0m
Michael Berger
CEO & Directorless than a yearUS$1.91m0.23%
$ 3.4m
Jeffrey Dominick
Presidentless than a yearUS$199.99k0.13%
$ 2.0m
Quint Turner
Chief Financial Officer17.2yrsUS$1.75m0.50%
$ 7.3m
Edward Koharik
Chief Operating Officer5.6yrsUS$1.57m0.16%
$ 2.3m
W. Payne
Chief Legal Officer & Secretary26.3yrsUS$1.56m0.37%
$ 5.4m
Ernie Hayes
Vice President of Human Capital1yr데이터 없음데이터 없음
Cagney France
Chief Commercial Officerless than a year데이터 없음0.11%
$ 1.6m
Matthew Fedders
VP & Corporate Controller16.8yrs데이터 없음0.086%
$ 1.3m
1.0yrs
평균 재임 기간
60yo
평균 나이

경험이 풍부한 관리: ATSG의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
Joseph Hete
Executive Chairman21.7yrsUS$1.66m1.09%
$ 16.0m
Michael Berger
CEO & Directorless than a yearUS$1.91m0.23%
$ 3.4m
Phyllis Campbell
Independent Director4.3yrsUS$199.99k0.027%
$ 399.1k
Jeffrey Vorholt
Independent Director21.3yrsUS$219.99k0.082%
$ 1.2m
Paul Williams
Independent Director4.3yrsUS$212.49k0%
$ 0
Randy Rademacher
Lead Independent Director18.3yrsUS$234.99k0.11%
$ 1.7m
John Teets
Independent Director16.2yrsUS$212.49k0.012%
$ 179.4k
Laura Peterson
Independent Director6.8yrsUS$199.99k0.033%
$ 492.8k
Raymond Johns
Independent Director7.5yrsUS$199.99k0.059%
$ 862.4k
7.5yrs
평균 재임 기간
67yo
평균 나이

경험이 풍부한 이사회: ATSG의 이사회경험이 있음으로 간주됩니다(평균 재임 7.5 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2025/04/10 14:54
종가2025/04/10 00:00
수익2024/12/31
연간 수익2024/12/31

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.

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

Air Transport Services Group, Inc.는 8명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Kevin SterlingBenchmark Company
Kenneth HoexterBofA Global Research
Ian ZaffinoOppenheimer & Co. Inc.