Hapag-Lloyd Management

Management criteria checks 4/4

We currently do not have sufficient information about the CEO.

Key information

Rolf Jansen

Chief executive officer

€3.2m

Total compensation

CEO salary percentage	31.7%
CEO tenure	10.6yrs
CEO ownership	n/a
Management average tenure	5.3yrs
Board average tenure	7.8yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Rolf Jansen's remuneration changed compared to Hapag-Lloyd's earnings?
Date	Total Compensation	Salary	Company Earnings
Sep 30 2024	n/a	n/a	€1b
Jun 30 2024	n/a	n/a	€765m
Mar 31 2024	n/a	n/a	€1b
Dec 31 2023	€3m	€1m	€3b
Sep 30 2023	n/a	n/a	€6b
Jun 30 2023	n/a	n/a	€11b
Mar 31 2023	n/a	n/a	€15b
Dec 31 2022	€3m	€850k	€17b
Sep 30 2022	n/a	n/a	€17b
Jun 30 2022	n/a	n/a	€15b
Mar 31 2022	n/a	n/a	€12b
Dec 31 2021	€3m	€800k	€9b
Sep 30 2021	n/a	n/a	€6b
Jun 30 2021	n/a	n/a	€3b
Mar 31 2021	n/a	n/a	€2b
Dec 31 2020	€3m	€750k	€927m
Sep 30 2020	n/a	n/a	€605m
Jun 30 2020	n/a	n/a	€503m
Mar 31 2020	n/a	n/a	€292m
Dec 31 2019	€2m	€750k	€362m
Sep 30 2019	n/a	n/a	€319m
Jun 30 2019	n/a	n/a	€283m
Mar 31 2019	n/a	n/a	€166m
Dec 31 2018	€2m	€750k	€37m
Sep 30 2018	n/a	n/a	€26m
Jun 30 2018	n/a	n/a	-€35m
Mar 31 2018	n/a	n/a	€49m
Dec 31 2017	€2m	€750k	€28m

Compensation vs Market: Rolf's total compensation ($USD3.28M) is about average for companies of similar size in the Austrian market ($USD4.40M).

Compensation vs Earnings: Rolf's compensation has been consistent with company performance over the past year.

CEO

Rolf Jansen (58 yo)

10.6yrs

Tenure

€3,150,000

Compensation

Mr. Rolf Habben Jansen has been the Chief Executive Officer and Chairman of the Executive Board at Hapag-Lloyd Aktiengesellschaft since July 1, 2014 and its Member of Executive Board since joining in April...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Rolf Jansen	Chairman of the Executive Board & CEO	10.6yrs	€3.15m	no data
Mark Frese	CFO, Chief Procurement Officer & Member of Executive Board	5yrs	€2.33m	no data
Maximilian Rothkopf	COO & Member of Executive Board	5.5yrs	€1.97m	no data
Donya-Florence Amer	CHRO, Chief Information Officer	2.8yrs	€1.96m	no data
Felix Albrecht	Employee Representative Member of Supervisory Board & Second Engineer Officer	7.8yrs	€107.30k	no data
Silke Lehmkoster	Head of Fleet Management & Employee Representative Member of Supervisory Board	no data	€44.70k	no data
Ralf Belusa	Managing Director	7.8yrs	no data	no data
Dheeraj Bhatia	Chief Terminal & Infrastructure Office and Member of Executive Board	less than a year	no data	no data
Michael Kastl	MD of Treasury	no data	no data	no data
Thomas Mansfeld	General Counsel & Chief Compliance Officer	no data	no data	no data
Lars Sorensen	Senior Managing Director of Region Middle East	less than a year	no data	no data

5.3yrs

Average Tenure

48yo

Average Age

Experienced Management: HLAG's management team is seasoned and experienced (5.3 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Felix Albrecht	Employee Representative Member of Supervisory Board & Second Engineer Officer	5.7yrs	€107.30k	no data
Silke Lehmkoster	Head of Fleet Management & Employee Representative Member of Supervisory Board	2.2yrs	€44.70k	no data
Jose Perez Mackenna	Member of Supervisory Board	9.9yrs	€107.30k	no data
Michael Behrendt	Independent Chairman of Supervisory Board	9.9yrs	€286.00k	no data
Andreas Rittstieg	Member of Supervisory Board	2.5yrs	€60.50k	no data
Karl Gernandt	Second Deputy Chairman of Supervisory Board	15.7yrs	€178.10k	no data
Peter Graeser	Employee Representative Member of Supervisory Board	less than a year	no data	no data
Oscar Hasbun Martinez	Member of Supervisory Board	9.9yrs	€180.30k	no data
Martina Neumann	Employee Representative Member of Supervisory Board.	1.3yrs	no data	no data
Sabine Nieswand	Employee Representative Member of Supervisory Board	8.3yrs	€107.30k	no data
Klaus Schroeter	Employee Representative First Deputy Chairman of Supervisory Board	8.3yrs	€182.20k	no data
Annabell Kroger	Employee Representative Member of Supervisory Board	7.4yrs	€121.20k	no data

7.8yrs

Average Tenure

64yo

Average Age

Experienced Board: HLAG's board of directors are considered experienced (7.8 years average tenure).

Hapag-Lloyd Management

Management criteria checks 4/4

Key information

Recent management updates

Hapag-Lloyd Aktiengesellschaft, Annual General Meeting, Apr 30, 2024

Hapag-Lloyd AG Appoints Dheeraj Bhatia to Its Executive Board, Effective January 1, 2024

Hapag-Lloyd Aktiengesellschaft Announces Board Changes

Hapag-Lloyd Aktiengesellschaft, Annual General Meeting, May 28, 2021

Recent updates

Third quarter 2024 earnings released: EPS: €5.43 (vs €1.47 in 3Q 2023)

Hapag-Lloyd Aktiengesellschaft (XTRA:HLAG) acquired Reederei Hamburger Lloyd GmbH & Co KG.

Investor sentiment deteriorates as stock falls 16%

Now 22% undervalued after recent price drop

Now 21% overvalued

Second quarter 2024 earnings released: EPS: €2.44 (vs €5.71 in 2Q 2023)

Hapag-Lloyd Aktiengesellschaft Raises Earnings Guidance for the Full Year 2024

Investor sentiment deteriorates as stock falls 16%

Now 20% overvalued after recent price rise

First quarter 2024 earnings released: EPS: €1.68 (vs €10.75 in 1Q 2023)

Investor sentiment improves as stock rises 17%

Upcoming dividend of €9.25 per share

Investor sentiment improves as stock rises 20%

Full year 2023 earnings released: EPS: €16.70 (vs €96.87 in FY 2022)

Hapag-Lloyd Aktiengesellschaft, Annual General Meeting, Apr 30, 2024

Hapag-Lloyd Aktiengesellschaft (XTRA:HLAG) signed an agreement to acquire Atl Haulage Contractors Limited.

Hapag-Lloyd Aktiengesellschaft to Report Q1, 2024 Results on May 15, 2024

Investor sentiment improves as stock rises 25%

Investor sentiment improves as stock rises 32%

New major risk - Revenue and earnings growth

Now 20% undervalued after recent price drop

New minor risk - Profit margin trend

Third quarter 2023 earnings released: EPS: €1.47 (vs €29.10 in 3Q 2022)

Hapag-Lloyd AG Appoints Dheeraj Bhatia to Its Executive Board, Effective January 1, 2024

Hapag-Lloyd Reportedly Abandons Plans to Invest in HMM

Second quarter 2023 earnings released: EPS: €5.71 (vs €25.48 in 2Q 2022)

Hapag-Lloyd AG Reaffirms Earnings Guidance for the Year 2023

Hapag-Lloyd Aktiengesellschaft (XTRA:HLAG) completed the acquisition of SAAM Ports S.A. and SAAM Logistics S.A. from Sociedad Matriz SAAM S.A. (SNSE:SMSAAM).

Investor sentiment improves as stock rises 17%

First quarter 2023 earnings released: EPS: €10.76 (vs €23.70 in 1Q 2022)

Investor sentiment deteriorates as stock falls 34%

Upcoming dividend of €63.00 per share at 21% yield

Investor sentiment improves as stock rises 20%

Full year 2022 earnings released: EPS: €96.89 (vs €51.62 in FY 2021)

Investor sentiment improves as stock rises 19%

Hapag-Lloyd Aktiengesellschaft to Report Fiscal Year 2022 Results on Mar 02, 2023

Hapag-Lloyd Aktiengesellschaft (XTRA:HLAG) completed the acquisition of 5% stake in J M Baxi Ports & Logistics Limited.

Hapag-Lloyd Aktiengesellschaft (XTRA:HLAG) signed a binding agreement to acquire 35% stake in J M Baxi Ports & Logistics Limited from Bain Capital Private Equity Beteiligungsberatung Gmbh.

Hapag-Lloyd Aktiengesellschaft to Report Fiscal Year 2022 Results on Mar 02, 2023

Third quarter 2022 earnings released: EPS: €29.11 (vs €16.13 in 3Q 2021)

Third quarter 2022 earnings released: EPS: €29.11 (vs €16.13 in 3Q 2021)

Hapag-Lloyd Aktiengesellschaft (XTRA:HLAG) signed a binding agreement to acquire SAAM Ports S.A. and SAAM Logistics S.A. from Sociedad Matriz SAAM S.A. (SNSE:SMSAAM) for $1 billion.

Hapag-Lloyd Aktiengesellschaft (XTRA:HLAG) signed a binding agreement to acquire SAAM Ports S.A. and SAAM Logistics S.A. from Sociedad Matriz SAAM S.A. (SNSE:SMSAAM) for $1 billion.

Hapag-Lloyd Aktiengesellschaft (XTRA:HLAG) agreed to acquire 49% stake in Spinelli S.r.l.

Investor sentiment deteriorated over the past week

Investor sentiment deteriorated over the past week

Second quarter 2022 earnings released: EPS: €25.48 (vs €8.64 in 2Q 2021)

Now 23% undervalued after recent price drop

Investor sentiment improved over the past week

Hapag-Lloyd Revises Earnings Guidance for the Second Half 2022

Hapag-Lloyd Aktiengesellschaft (XTRA:HLAG) completed the acquisition of DAL Deutsche Afrika-Linien GmbH & Co. KG.

Investor sentiment deteriorated over the past week

Hapag-Lloyd Aktiengesellschaft Announces Board Changes

Upcoming dividend of €35.00 per share

First quarter 2022 earnings released: EPS: €23.71 (vs €6.83 in 1Q 2021)

Investor sentiment improved over the past week

Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat

Investor sentiment improved over the past week

Hapag-Lloyd Aktiengesellschaft Proposes Dividend for the Financial Year 2021

Now 22% undervalued

Investor sentiment improved over the past week

Third quarter 2021 earnings released: EPS €16.13 (vs €1.43 in 3Q 2020)

Investor sentiment improved over the past week

Investor sentiment deteriorated over the past week

Investor sentiment improved over the past week

Second quarter 2021 earnings released: EPS €8.64 (vs €1.46 in 2Q 2020)

Investor sentiment improved over the past week

Hapag-Lloyd AG Approves Dividend

Upcoming dividend of €3.50 per share

Hapag-Lloyd Aktiengesellschaft Provides Earnings Guidance for the Financial Year 2021

Investor sentiment deteriorated over the past week