LEM Holding Beheer
Beheer criteriumcontroles 4/4
De CEO LEM Holding is Frank Rehfeld, benoemd in Apr2018, heeft een ambtstermijn van 8.42 jaar. De totale jaarlijkse vergoeding van { bedraagt CHF 948.00K, bestaande uit 55.4% salaris en 44.6% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.004% van de aandelen van het bedrijf, ter waarde CHF 27.54K. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 3.7 jaar en 10.2 jaar.
Belangrijke informatie
Frank Rehfeld
Algemeen directeur
CHF 948.0k
Totale compensatie
| Percentage CEO-salaris | 55.38% |
| Dienstverband CEO | 8.4yrs |
| Eigendom CEO | 0.004% |
| Management gemiddelde ambtstermijn | 3.7yrs |
| Gemiddelde ambtstermijn bestuur | 10.2yrs |
Recente managementupdates
Analyse-artikel • Jun 20
We Think LEM Holding SA's (VTX:LEHN) CEO Compensation Package Needs To Be Put Under A Microscope
Key Insights LEM Holding to hold its Annual General Meeting on 26th of June Total pay for CEO Frank Rehfeld includes...Analyse-artikel • Jun 21
Shareholders May Be A Bit More Conservative With LEM Holding SA's (VTX:LEHN) CEO Compensation For Now
Key Insights LEM Holding's Annual General Meeting to take place on 27th of June CEO Frank Rehfeld's total compensation...Recent updates
Narratiefupdate • Sep 03
LEHN: Higher Future P/E Multiple Will Support A More Optimistic Outlook
Analysts have lifted their fair value estimate for LEM Holding from CHF 510 to CHF 650, reflecting updated assumptions for revenue growth, profit margins and the future P/E multiple. What’s in the News for LEM Holding No recent news stories for LEM Holding are provided in the current sources as at 3 Sep 2026.
Narratiefupdate • Aug 16
LEHN: Business Review And Rich P/E Outlook Will Limit Future Returns
Analysts have revised their fair value estimate for LEM Holding from CHF 240 to CHF 380, citing updated assumptions on revenue growth, profit margins, the discount rate, and the future P/E multiple. What's in the News for LEM Holding LEM Holding SA's board has started a review of the business to consider multiple options aimed at long term value creation, as disclosed with the fiscal 2026 results.Analyse-artikel • Aug 04
Analysts Just Published A Bright New Outlook For LEM Holding SA's (VTX:LEHN)
LEM Holding SA ( VTX:LEHN ) shareholders will have a reason to smile today, with the analysts making substantial...Analyse-artikel • Jun 03
LEM Holding (VTX:LEHN) Is Posting Promising Earnings But The Good News Doesn’t Stop There
Shareholders appeared to be happy with LEM Holding SA's ( VTX:LEHN ) solid earnings report last week. This reaction by...Analyse-artikel • May 29
LEM Holding SA Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
Shareholders will be ecstatic, with their stake up 38% over the past week following LEM Holding SA 's ( VTX:LEHN...
Narratiefupdate • Apr 27
LEHN: Raised 2026 Guidance And Efficiency Gains Will Support Medium Term Upside
Analysts have reduced their price target on LEM Holding from CHF 379 to about CHF 355, citing updated assumptions for slower revenue growth, a lower profit margin outlook, and a higher future P/E multiple in their revised models. What's in the News LEM Holding SA raised earnings guidance for the year 2026, updating its outlook for the business and profitability (Key Developments).Narratiefupdate • Apr 13
LEHN: Raised 2026 Guidance And Efficiency Gains Will Support Further Upside
Analysts have kept their fair value estimate for LEM Holding steady at CHF 379. This reflects only very small tweaks to inputs such as discount rate, revenue growth, profit margin and future P/E assumptions, rather than a change in their overall view of the shares.Narratiefupdate • Mar 30
LEHN: Higher 2026 Margin Guidance And Efficiency Gains Will Support Upside
Analysts have kept their fair value estimate for LEM Holding steady at CHF 379, citing only very small tweaks to discount rate, revenue growth, profit margin and future P/E assumptions that do not materially change their overall view. What's in the News LEM Holding SA updated its earnings outlook for 2025/26, raising guidance for the year 2026 (Key Developments).Narratiefupdate • Mar 15
LEHN: Higher Margin Guidance And Efficiency Focus Will Support Future Upside
Analysts have kept their LEM Holding price target steady at CHF379, citing only slight adjustments to assumptions for the discount rate, profit margin, and future P/E that do not materially change their view of fair value. What's in the News LEM Holding SA raised earnings guidance for the year 2026, signalling updated internal expectations for the upcoming period (Key Developments).Nieuw narratief • Mar 01
Electrification Megatrend Will Face Pricing Pressure And Margin Strain For Years
Catalysts About LEM Holding LEM Holding supplies sensors that measure current, voltage and energy, supporting applications in automation, automotive, traction, renewable energy and power distribution. What are the underlying business or industry changes driving this perspective?Narratiefupdate • Mar 01
LEHN: Higher Margin Outlook And Raised Guidance Will Support Future Upside
Analysts have reiterated their CHF 379.00 price target on LEM Holding, citing updated assumptions that combine a lower revenue growth outlook with a higher profit margin profile and a slightly adjusted discount rate and future P/E, leaving the overall valuation view unchanged. What's in the News LEM Holding raised its earnings guidance for the 2025/26 financial year, updating expectations after the first half of 2025/26.Nieuw narratief • Feb 15
Electrification And Rail Infrastructure Will Support Strong Long Term Upside Potential
Catalysts About LEM Holding LEM Holding supplies sensors that measure current, voltage and energy to support electrification and energy efficiency applications across industries. What are the underlying business or industry changes driving this perspective?Narratiefupdate • Feb 15
LEHN: Raised Earnings Guidance And Efficiency Gains Will Support Future Upside
Analysts have reset their price target for LEM Holding to CHF 379 from CHF 765. This reflects updated assumptions for slightly higher discount rates, more moderate revenue growth, lower profit margins and a reduced future P/E multiple.Analyse-artikel • Nov 13
Earnings Update: LEM Holding SA (VTX:LEHN) Just Reported And Analysts Are Trimming Their Forecasts
It's been a mediocre week for LEM Holding SA ( VTX:LEHN ) shareholders, with the stock dropping 18% to CHF357 in the...Analyse-artikel • Nov 05
LEM Holding SA's (VTX:LEHN) Popularity With Investors Is Clear
With a median price-to-sales (or "P/S") ratio of close to 1.7x in the Electronic industry in Switzerland, you could be...Narratiefupdate • Nov 03
LEHN: Fit For Growth Program And R&D Investments Will Strengthen Future Competitiveness
Narrative Update on LEM Holding Analysts have maintained their fair value estimate for LEM Holding at CHF 765.00. This reflects stable expectations and minimal recent shifts in key financial assumptions.Narratiefupdate • Oct 20
Fit For Growth Program And R&D Investments Will Strengthen Future Competitiveness
Analysts have lowered their price target for LEM Holding from CHF 851.67 to CHF 765.00. They cited slightly reduced expectations for revenue growth and profit margins as key factors behind the adjustment.Analyse-artikel • Oct 01
Returns On Capital Signal Tricky Times Ahead For LEM Holding (VTX:LEHN)
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Analyse-artikel • Sep 02
We Think LEM Holding (VTX:LEHN) Is Taking Some Risk With Its Debt
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analyse-artikel • Aug 06
LEM Holding SA's (VTX:LEHN) Popularity With Investors Under Threat As Stock Sinks 26%
SWX:LEHN 1 Year Share Price vs Fair Value Explore LEM Holding's Fair Values from the Community and select yours LEM...Analyse-artikel • Aug 01
LEM Holding SA (VTX:LEHN) Just Reported Earnings, And Analysts Cut Their Target Price
One of the biggest stories of last week was how LEM Holding SA ( VTX:LEHN ) shares plunged 25% in the week since its...Analyse-artikel • Jun 20
We Think LEM Holding SA's (VTX:LEHN) CEO Compensation Package Needs To Be Put Under A Microscope
Key Insights LEM Holding to hold its Annual General Meeting on 26th of June Total pay for CEO Frank Rehfeld includes...Analyse-artikel • Jun 02
LEM Holding's (VTX:LEHN) Conservative Accounting Might Explain Soft Earnings
Shareholders appeared unconcerned with LEM Holding SA's ( VTX:LEHN ) lackluster earnings report last week. Our analysis...
Nieuw narratief • Mar 19
Fit For Growth Program And R&D Investments Will Strengthen Future Competitiveness
Strategic expansion and R&D investments aim to improve competitiveness, revenue, and cost efficiency, enhancing margins and profitability.Analyse-artikel • Nov 16
LEM Holding SA (VTX:LEHN) Analysts Just Slashed This Year's Estimates
The latest analyst coverage could presage a bad day for LEM Holding SA ( VTX:LEHN ), with the analysts making...Analyse-artikel • Nov 14
LEM Holding SA (VTX:LEHN) Consensus Forecasts Have Become A Little Darker Since Its Latest Report
One of the biggest stories of last week was how LEM Holding SA ( VTX:LEHN ) shares plunged 24% in the week since its...Analyse-artikel • Nov 13
Risks Still Elevated At These Prices As LEM Holding SA (VTX:LEHN) Shares Dive 34%
LEM Holding SA ( VTX:LEHN ) shareholders that were waiting for something to happen have been dealt a blow with a 34...Analyse-artikel • Aug 01
News Flash: 4 Analysts Think LEM Holding SA (VTX:LEHN) Earnings Are Under Threat
The latest analyst coverage could presage a bad day for LEM Holding SA ( VTX:LEHN ), with the analysts making...Analyse-artikel • Jul 31
LEM Holding SA Just Missed Revenue By 21%: Here's What Analysts Think Will Happen Next
It's been a mediocre week for LEM Holding SA ( VTX:LEHN ) shareholders, with the stock dropping 14% to CHF1,228 in the...Analyse-artikel • Jul 15
Estimating The Intrinsic Value Of LEM Holding SA (VTX:LEHN)
Key Insights The projected fair value for LEM Holding is CHF1,689 based on 2 Stage Free Cash Flow to Equity LEM...Analyse-artikel • Jun 21
Shareholders May Be A Bit More Conservative With LEM Holding SA's (VTX:LEHN) CEO Compensation For Now
Key Insights LEM Holding's Annual General Meeting to take place on 27th of June CEO Frank Rehfeld's total compensation...Analyse-artikel • Jun 02
Analysts Just Slashed Their LEM Holding SA (VTX:LEHN) EPS Numbers
Today is shaping up negative for LEM Holding SA ( VTX:LEHN ) shareholders, with the analysts delivering a substantial...Analyse-artikel • Jun 01
Earnings Miss: LEM Holding SA Missed EPS By 5.5% And Analysts Are Revising Their Forecasts
LEM Holding SA ( VTX:LEHN ) missed earnings with its latest annual results, disappointing overly-optimistic...Analyse-artikel • Apr 13
Estimating The Fair Value Of LEM Holding SA (VTX:LEHN)
Key Insights The projected fair value for LEM Holding is CHF1,813 based on 2 Stage Free Cash Flow to Equity With...Analyse-artikel • Mar 13
Is LEM Holding (VTX:LEHN) A Risky Investment?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | CHF 17m |
| Mar 31 2026 | CHF 948k | CHF 525k | CHF 10m |
| Dec 31 2025 | n/a | n/a | CHF 8m |
| Sep 30 2025 | n/a | n/a | CHF 7m |
| Jun 30 2025 | n/a | n/a | CHF 6m |
| Mar 31 2025 | CHF 803k | CHF 525k | CHF 8m |
| Dec 31 2024 | n/a | n/a | CHF 22m |
| Sep 30 2024 | n/a | n/a | CHF 31m |
| Jun 30 2024 | n/a | n/a | CHF 50m |
| Mar 31 2024 | CHF 1m | CHF 525k | CHF 65m |
| Dec 31 2023 | n/a | n/a | CHF 75m |
| Sep 30 2023 | n/a | n/a | CHF 84m |
| Jun 30 2023 | n/a | n/a | CHF 81m |
| Mar 31 2023 | CHF 1m | CHF 512k | CHF 75m |
| Dec 31 2022 | n/a | n/a | CHF 74m |
| Sep 30 2022 | n/a | n/a | CHF 72m |
| Jun 30 2022 | n/a | n/a | CHF 70m |
| Mar 31 2022 | CHF 1m | CHF 500k | CHF 72m |
| Dec 31 2021 | n/a | n/a | CHF 73m |
| Sep 30 2021 | n/a | n/a | CHF 67m |
| Jun 30 2021 | n/a | n/a | CHF 62m |
| Mar 31 2021 | CHF 1m | CHF 525k | CHF 56m |
| Dec 31 2020 | n/a | n/a | CHF 45m |
| Sep 30 2020 | n/a | n/a | CHF 59m |
| Jun 30 2020 | n/a | n/a | CHF 58m |
| Mar 31 2020 | CHF 987k | CHF 458k | CHF 61m |
Compensatie versus markt: De totale vergoeding ($USD 1.16M ) Frank } ligt onder het gemiddelde voor bedrijven van vergelijkbare omvang in de Swiss markt ($USD 1.75M ).
Compensatie versus inkomsten: De vergoeding van Frank is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Frank Rehfeld (58 yo)
8.4yrs
Tenure
CHF 948,000
Compensatie
Mr. Frank Rehfeld has been Chief Executive Officer at Lem Holding SA since 1 April 2018. He served as Senior Vice President of Industry at Lem Holding SA since January 01, 2016 until 2018 and served as its...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Chief Executive Officer | 8.4yrs | CHF 948.00k | 0.0044% CHF 27.5k | |
| Chief Financial Officer | 1.3yrs | geen gegevens | geen gegevens | |
| Senior Vice President of Operations | 3.7yrs | geen gegevens | geen gegevens | |
| Chief Technology Officer | 3.8yrs | geen gegevens | 0.00070% CHF 4.4k | |
| Senior Vice President of People & Sustainability | 1.3yrs | geen gegevens | geen gegevens | |
| Senior Vice President of Asia | 3.7yrs | geen gegevens | geen gegevens |
3.7yrs
Gemiddelde duur
56yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van LEHN wordt beschouwd als ervaren (gemiddelde ambtstermijn 3.7 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Director | 8.3yrs | CHF 106.00k | 0.053% CHF 330.6k | |
| Director | 11.2yrs | CHF 150.00k | 0.040% CHF 247.9k | |
| Director | 16.3yrs | CHF 107.00k | 0.026% CHF 165.3k | |
| Chairman of the Board | 15.2yrs | CHF 336.00k | 0.098% CHF 612.1k | |
| Director | 9.2yrs | CHF 129.00k | geen gegevens | |
| Director | 2.3yrs | CHF 131.00k | geen gegevens |
10.2yrs
Gemiddelde duur
67yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van LEHN zijn ervaren en ervaren (gemiddelde ambtstermijn van 10.2 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/09/11 10:00 |
| Aandelenkoers aan het einde van de dag | 2026/09/11 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2026/03/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
LEM Holding SA wordt gevolgd door 6 analisten. 5 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Gerhard Orgonas | Berenberg |
| Lucas Glemser | Berenberg |
| Reto Huber | Research Partners AG |