LEM Holding SA

SWX:LEHN Stock Report

Market Cap: CHF 867.9m

LEM Holding Management

Management criteria checks 3/4

LEM Holding's CEO is Frank Rehfeld, appointed in Apr 2018, has a tenure of 6.67 years. total yearly compensation is CHF1.21M, comprised of 43.5% salary and 56.5% bonuses, including company stock and options. directly owns 0.003% of the company’s shares, worth CHF21.96K. The average tenure of the management team and the board of directors is 1.9 years and 9.4 years respectively.

Key information

Frank Rehfeld

Chief executive officer

CHF 1.2m

Total compensation

CEO salary percentage43.5%
CEO tenure6.7yrs
CEO ownership0.003%
Management average tenure1.9yrs
Board average tenure9.4yrs

Recent management updates

Shareholders May Be A Bit More Conservative With LEM Holding SA's (VTX:LEHN) CEO Compensation For Now

Jun 21
Shareholders May Be A Bit More Conservative With LEM Holding SA's (VTX:LEHN) CEO Compensation For Now

Shareholders Will Most Likely Find LEM Holding SA's (VTX:LEHN) CEO Compensation Acceptable

Jun 17
Shareholders Will Most Likely Find LEM Holding SA's (VTX:LEHN) CEO Compensation Acceptable

Recent updates

LEM Holding SA (VTX:LEHN) Analysts Just Slashed This Year's Estimates

Nov 16
LEM Holding SA (VTX:LEHN) Analysts Just Slashed This Year's Estimates

LEM Holding SA (VTX:LEHN) Consensus Forecasts Have Become A Little Darker Since Its Latest Report

Nov 14
LEM Holding SA (VTX:LEHN) Consensus Forecasts Have Become A Little Darker Since Its Latest Report

Risks Still Elevated At These Prices As LEM Holding SA (VTX:LEHN) Shares Dive 34%

Nov 13
Risks Still Elevated At These Prices As LEM Holding SA (VTX:LEHN) Shares Dive 34%

News Flash: 4 Analysts Think LEM Holding SA (VTX:LEHN) Earnings Are Under Threat

Aug 01
News Flash: 4 Analysts Think LEM Holding SA (VTX:LEHN) Earnings Are Under Threat

LEM Holding SA Just Missed Revenue By 21%: Here's What Analysts Think Will Happen Next

Jul 31
LEM Holding SA Just Missed Revenue By 21%: Here's What Analysts Think Will Happen Next

Estimating The Intrinsic Value Of LEM Holding SA (VTX:LEHN)

Jul 15
Estimating The Intrinsic Value Of LEM Holding SA (VTX:LEHN)

Shareholders May Be A Bit More Conservative With LEM Holding SA's (VTX:LEHN) CEO Compensation For Now

Jun 21
Shareholders May Be A Bit More Conservative With LEM Holding SA's (VTX:LEHN) CEO Compensation For Now

Analysts Just Slashed Their LEM Holding SA (VTX:LEHN) EPS Numbers

Jun 02
Analysts Just Slashed Their LEM Holding SA (VTX:LEHN) EPS Numbers

Earnings Miss: LEM Holding SA Missed EPS By 5.5% And Analysts Are Revising Their Forecasts

Jun 01
Earnings Miss: LEM Holding SA Missed EPS By 5.5% And Analysts Are Revising Their Forecasts

Estimating The Fair Value Of LEM Holding SA (VTX:LEHN)

Apr 13
Estimating The Fair Value Of LEM Holding SA (VTX:LEHN)

Is LEM Holding (VTX:LEHN) A Risky Investment?

Mar 13
Is LEM Holding (VTX:LEHN) A Risky Investment?

At CHF2,005, Is It Time To Put LEM Holding SA (VTX:LEHN) On Your Watch List?

Jan 19
At CHF2,005, Is It Time To Put LEM Holding SA (VTX:LEHN) On Your Watch List?

Investor Optimism Abounds LEM Holding SA (VTX:LEHN) But Growth Is Lacking

Jan 04
Investor Optimism Abounds LEM Holding SA (VTX:LEHN) But Growth Is Lacking

A Look At The Intrinsic Value Of LEM Holding SA (VTX:LEHN)

Dec 05
A Look At The Intrinsic Value Of LEM Holding SA (VTX:LEHN)

LEM Holding (VTX:LEHN) Might Become A Compounding Machine

Oct 25
LEM Holding (VTX:LEHN) Might Become A Compounding Machine

Should You Think About Buying LEM Holding SA (VTX:LEHN) Now?

Oct 10
Should You Think About Buying LEM Holding SA (VTX:LEHN) Now?

Calculating The Fair Value Of LEM Holding SA (VTX:LEHN)

Sep 01
Calculating The Fair Value Of LEM Holding SA (VTX:LEHN)

Here's What LEM Holding's (VTX:LEHN) Strong Returns On Capital Mean

Jul 17
Here's What LEM Holding's (VTX:LEHN) Strong Returns On Capital Mean

LEM Holding (VTX:LEHN) Is Increasing Its Dividend To CHF52.00

Jul 03
LEM Holding (VTX:LEHN) Is Increasing Its Dividend To CHF52.00

Here's Why LEM Holding (VTX:LEHN) Can Manage Its Debt Responsibly

Jun 23
Here's Why LEM Holding (VTX:LEHN) Can Manage Its Debt Responsibly

Does LEM Holding (VTX:LEHN) Deserve A Spot On Your Watchlist?

Jun 09
Does LEM Holding (VTX:LEHN) Deserve A Spot On Your Watchlist?

Is It Time To Consider Buying LEM Holding SA (VTX:LEHN)?

May 27
Is It Time To Consider Buying LEM Holding SA (VTX:LEHN)?

Is LEM Holding (VTX:LEHN) Using Too Much Debt?

Nov 30
Is LEM Holding (VTX:LEHN) Using Too Much Debt?

Should You Be Adding LEM Holding (VTX:LEHN) To Your Watchlist Today?

Nov 04
Should You Be Adding LEM Holding (VTX:LEHN) To Your Watchlist Today?

Be Wary Of LEM Holding (VTX:LEHN) And Its Returns On Capital

Sep 23
Be Wary Of LEM Holding (VTX:LEHN) And Its Returns On Capital

Does LEM Holding (VTX:LEHN) Have A Healthy Balance Sheet?

Aug 27
Does LEM Holding (VTX:LEHN) Have A Healthy Balance Sheet?

Is Now The Time To Put LEM Holding (VTX:LEHN) On Your Watchlist?

Jul 21
Is Now The Time To Put LEM Holding (VTX:LEHN) On Your Watchlist?

LEM Holding's (VTX:LEHN) Returns On Capital Not Reflecting Well On The Business

Jun 12
LEM Holding's (VTX:LEHN) Returns On Capital Not Reflecting Well On The Business

LEM Holding (VTX:LEHN) Is Increasing Its Dividend To CHF50.00

May 27
LEM Holding (VTX:LEHN) Is Increasing Its Dividend To CHF50.00

Here's Why I Think LEM Holding (VTX:LEHN) Might Deserve Your Attention Today

Apr 05
Here's Why I Think LEM Holding (VTX:LEHN) Might Deserve Your Attention Today

At CHF2,100, Is LEM Holding SA (VTX:LEHN) Worth Looking At Closely?

Mar 14
At CHF2,100, Is LEM Holding SA (VTX:LEHN) Worth Looking At Closely?

Is LEM Holding (VTX:LEHN) A Risky Investment?

Feb 23
Is LEM Holding (VTX:LEHN) A Risky Investment?

With EPS Growth And More, LEM Holding (VTX:LEHN) Is Interesting

Dec 22
With EPS Growth And More, LEM Holding (VTX:LEHN) Is Interesting

These 4 Measures Indicate That LEM Holding (VTX:LEHN) Is Using Debt Safely

Nov 20
These 4 Measures Indicate That LEM Holding (VTX:LEHN) Is Using Debt Safely

Is It Time To Consider Buying LEM Holding SA (VTX:LEHN)?

Oct 14
Is It Time To Consider Buying LEM Holding SA (VTX:LEHN)?

There Are Reasons To Feel Uneasy About LEM Holding's (VTX:LEHN) Returns On Capital

Sep 05
There Are Reasons To Feel Uneasy About LEM Holding's (VTX:LEHN) Returns On Capital

Is LEM Holding (VTX:LEHN) A Risky Investment?

Jul 27
Is LEM Holding (VTX:LEHN) A Risky Investment?

Shareholders Will Most Likely Find LEM Holding SA's (VTX:LEHN) CEO Compensation Acceptable

Jun 17
Shareholders Will Most Likely Find LEM Holding SA's (VTX:LEHN) CEO Compensation Acceptable

What Does LEM Holding SA's (VTX:LEHN) Share Price Indicate?

Jun 08
What Does LEM Holding SA's (VTX:LEHN) Share Price Indicate?

Is LEM Holding (VTX:LEHN) Using Too Much Debt?

Mar 20
Is LEM Holding (VTX:LEHN) Using Too Much Debt?

CEO Compensation Analysis

How has Frank Rehfeld's remuneration changed compared to LEM Holding's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2024n/an/a

CHF 31m

Jun 30 2024n/an/a

CHF 50m

Mar 31 2024CHF 1mCHF 525k

CHF 65m

Dec 31 2023n/an/a

CHF 75m

Sep 30 2023n/an/a

CHF 84m

Jun 30 2023n/an/a

CHF 81m

Mar 31 2023CHF 1mCHF 512k

CHF 75m

Dec 31 2022n/an/a

CHF 74m

Sep 30 2022n/an/a

CHF 72m

Jun 30 2022n/an/a

CHF 70m

Mar 31 2022CHF 1mCHF 500k

CHF 72m

Dec 31 2021n/an/a

CHF 73m

Sep 30 2021n/an/a

CHF 67m

Jun 30 2021n/an/a

CHF 62m

Mar 31 2021CHF 1mCHF 525k

CHF 56m

Dec 31 2020n/an/a

CHF 45m

Sep 30 2020n/an/a

CHF 59m

Jun 30 2020n/an/a

CHF 58m

Mar 31 2020CHF 987kCHF 458k

CHF 61m

Dec 31 2019n/an/a

CHF 65m

Sep 30 2019n/an/a

CHF 50m

Jun 30 2019n/an/a

CHF 53m

Mar 31 2019CHF 933kCHF 450k

CHF 52m

Compensation vs Market: Frank's total compensation ($USD1.35M) is about average for companies of similar size in the Swiss market ($USD1.34M).

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

CEO

Frank Rehfeld (56 yo)

6.7yrs

Tenure

CHF 1,207,000

Compensation

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...

Leadership Team

NamePositionTenureCompensationOwnership
Frank Rehfeld
Chief Executive Officer6.7yrsCHF 1.21m0.0026%
CHF 22.1k
Thomas Mellano
Interim Chief Financial Officerless than a yearno datano data
Uwe Gerber
Senior Vice President of Operations1.9yrsno datano data
Verena Vescoli
Chief Technology Officer2.1yrsno datano data
Rodolphe Boschet
Chief People & Sustainability Officer4.3yrsno datano data
Bastien Musy
Senior Vice President of Europe & Americas1.9yrsno datano data
John McLuskie
Senior Vice President of Asia1.9yrsno datano data

1.9yrs

Average Tenure

55yo

Average Age

Experienced Management: LEHN's management team is not considered experienced ( 1.9 years average tenure), which suggests a new team.

Board Members

NamePositionTenureCompensationOwnership
François Gabella
Director6.5yrsCHF 128.00k0.053%
CHF 457.2k
Ueli Wampfler
Director17.9yrsCHF 150.00k6.73%
CHF 58.4m
Ulrich Looser
Director9.4yrsCHF 171.00k0.031%
CHF 266.7k
Ilan Cohen
Director14.5yrsCHF 128.00k0.026%
CHF 228.6k
Andreas Hurlimann
Chairman of the Board13.4yrsCHF 368.00k0.088%
CHF 762.8k
Werner Weber
Director7.4yrsCHF 153.00kno data
Libo Zhang
Directorless than a yearno datano data

9.4yrs

Average Tenure

66yo

Average Age

Experienced Board: LEHN's board of directors are considered experienced (9.4 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/18 18:44
End of Day Share Price 2024/12/18 00:00
Earnings2024/09/30
Annual Earnings2024/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

LEM Holding SA is covered by 8 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Carla BänzigerBank Vontobel AG
Gerhard OrgonasBerenberg
Lucas GlemserBerenberg