SAF-Holland Management
Management criteria checks 3/4
We currently do not have sufficient information about the CEO.
Key information
Alexander Geis
Chief executive officer
€1.9m
Total compensation
| CEO salary percentage | 50.48% |
| CEO tenure | 14.9yrs |
| CEO ownership | n/a |
| Management average tenure | 3.4yrs |
| Board average tenure | 4.5yrs |
Recent management updates
Analysis Article • May 14
We Think Shareholders Are Less Likely To Approve A Large Pay Rise For SAF-Holland SE's (ETR:SFQ) CEO For Now
Key Insights SAF-Holland's Annual General Meeting to take place on 20th of May Total pay for CEO Alexander Geis...Analysis Article • Jun 05
It Looks Like Shareholders Would Probably Approve SAF-Holland SE's (ETR:SFQ) CEO Compensation Package
Key Insights SAF-Holland's Annual General Meeting to take place on 11th of June Salary of €795.0k is part of CEO...Recent updates
Narrative Update • Jun 04
SFQ: Dividend Payout And 2026 Guidance Will Support Further Upside
Analysts have maintained their €26.0 price target for SAF-Holland, citing slightly revised assumptions for the discount rate, revenue growth, profit margin and future P/E as the main factors behind the updated assessment. What's in the News SAF-Holland confirmed earnings guidance for 2026, with the Management Board expecting Group sales in a range of €1,700 million to €1,850 million for the fiscal year, compared with €1,734.4 million in the previous year.Analysis Article • May 11
SAF-Holland SE (ETR:SFQ) First-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year
It's been a pretty great week for SAF-Holland SE ( ETR:SFQ ) shareholders, with its shares surging 17% to €20.05 in the...Narrative Update • Apr 25
SFQ: 2026 Dividend Proposal Will Support Further Upside Potential
Analysts have kept their €26.00 price target for SAF-Holland unchanged, citing small adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions that largely offset each other. What's in the News SAF-Holland issued earnings guidance for 2026, with expected group sales in a range of €1.7b to €1.85b, compared with €1,734.4m in the previous year (company guidance).Narrative Update • Apr 10
SFQ: 2026 Dividend And Investment Plans Will Support Further Upside
Analysts have maintained their €26.00 price target for SAF-Holland, with only small adjustments to assumptions such as discount rate, revenue growth, profit margin and future P/E to reflect updated views on the company’s risk and earnings profile. What's in the News SAF-Holland issued earnings guidance for 2026, with group sales expected in a range of €1,700m to €1,850m, compared with €1,734.4m in the previous year (Key Developments).Narrative Update • Mar 27
SFQ: Higher Future P/E And 2026 Guidance Will Support Upside
Analysts keep their €26.0 price target for SAF-Holland unchanged, citing slightly lower assumed profit margins, which are partly offset by a higher future P/E multiple and a modestly reduced discount rate in their updated model. What's in the News SAF-Holland issued earnings guidance for 2026, with group sales expected in a range of €1.7b to €1.85b, compared with prior year sales of €1,734.4m (Key Developments).Analysis Article • Mar 27
Investors Can Find Comfort In SAF-Holland's (ETR:SFQ) Earnings Quality
Shareholders appeared unconcerned with SAF-Holland SE's ( ETR:SFQ ) lackluster earnings report last week. We did some...Narrative Update • Mar 10
SFQ: Steady Assumptions And Higher Return Will Support Future Upside
Analysts have maintained their €26.0 price target for SAF-Holland, citing relatively steady assumptions for the discount rate, revenue growth, profit margin and future P/E as the basis for their view. Valuation Changes Fair Value: €26.0 per share target is unchanged, indicating no adjustment to the headline valuation level.Narrative Update • Feb 23
SFQ: Higher Required Return Will Still Support Attractive Future Upside
Analysts have reduced their price target on SAF-Holland from €28.00 to €26.00, citing revised assumptions for revenue growth, profit margins, the discount rate and the future P/E ratio. Valuation Changes Fair Value: reduced from €28.00 to €26.00, a cut of about 7% in the modelled intrinsic value per share.
Narrative Update • Feb 09
SFQ: Future Cash Returns And Buybacks Will Support Balanced Shareholder Value
Analysts have revised their fair value estimate for SAF-Holland from €20.40 to €18.92, citing updated assumptions for growth, margins and future P/E that together point to a more measured outlook for the shares. What's in the News Management lowered group sales guidance for fiscal 2025 to a range of €1.7b to €1.75b, compared with the previous indication of approximately €1.8b (Key Developments).
Narrative Update • Jan 25
SFQ: Lower Guidance And Trimmed Multiple Will Pressure Upside Potential
Narrative Update on SAF-Holland Analysts have trimmed their price target for SAF-Holland to €18 from €19, reflecting updated assumptions on discount rates, revenue growth, profit margins and future P/E expectations. Analyst Commentary Bearish analysts trimming the price target to €18 from €19 are signaling a slightly more cautious stance on the risk and reward balance for SAF-Holland at current levels.Narrative Update • Jan 11
SFQ: Buyback And Lower Guidance Will Shape A Tighter Risk Reward Profile
Analysts have adjusted their price targets for SAF-Holland to a range of about €15 to €18, reflecting updated assumptions on revenue growth, profit margins and P/E expectations, while maintaining differing views on the stock's potential. Analyst Commentary Recent research updates point to a more cautious tone around SAF-Holland, with some price targets now clustered in the mid-teens.Narrative Update • Dec 27
SFQ: Share Buyback And Softer Guidance Will Shape A More Balanced Outlook
The analyst price target for SAF-Holland has been reduced from EUR 16.00 to EUR 15.00, as analysts factor in a slightly higher discount rate and a modestly softer margin outlook, while still expecting improved revenue growth and a stable valuation multiple. Analyst Commentary Bearish analysts have recently trimmed their price targets for SAF-Holland, reflecting a more cautious stance on the company’s near term risk reward profile.Narrative Update • Dec 13
SFQ Future Cash Returns And Buybacks Will Support Shareholder Value
Analysts have trimmed their price targets for SAF-Holland, with recent cuts to EUR 18 and EUR 15 reflecting slightly lower valuation multiples, even though assumptions for growth, margins, and fair value remain largely unchanged. Analyst Commentary Recent research updates highlight a more cautious near term stance on SAF-Holland, with modest downward revisions to price targets but no major shifts in fundamental assumptions or ratings.Narrative Update • Nov 29
SFQ: Continued Profit Delivery Will Drive Future Shareholder Value Despite Headwinds
Analysts have revised their price targets for SAF-Holland downward. Recent updates indicate a decrease to EUR 18 and EUR 15, with slight adjustments in growth and profitability expectations cited as key factors in their evaluations.Narrative Update • Nov 15
SFQ: Industry Presence And Projected Recovery Will Offset Recent Market Headwinds
Analysts have lowered their price target for SAF-Holland from €21.52 to €20.40. They cited reduced growth expectations and a higher discount rate as key drivers for the adjustment.Analysis Article • Jul 18
When Should You Buy SAF-Holland SE (ETR:SFQ)?
SAF-Holland SE ( ETR:SFQ ), is not the largest company out there, but it saw a significant share price rise of 21% in...Analysis Article • Jun 24
SAF-Holland SE (ETR:SFQ) Shares Could Be 45% Below Their Intrinsic Value Estimate
Key Insights SAF-Holland's estimated fair value is €28.17 based on 2 Stage Free Cash Flow to Equity Current share price...Analysis Article • May 14
We Think Shareholders Are Less Likely To Approve A Large Pay Rise For SAF-Holland SE's (ETR:SFQ) CEO For Now
Key Insights SAF-Holland's Annual General Meeting to take place on 20th of May Total pay for CEO Alexander Geis...Analysis Article • Mar 14
SAF-Holland SE's (ETR:SFQ) Low P/E No Reason For Excitement
With a price-to-earnings (or "P/E") ratio of 9.7x SAF-Holland SE ( ETR:SFQ ) may be sending bullish signals at the...Analysis Article • Jan 31
SAF-Holland (ETR:SFQ) Has A Pretty Healthy Balance Sheet
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
New Narrative • Jan 26
Opening Of Tech Center In India And New Texas Plant Will Support Future Prospects
Expansion of the R&D network in India and North America could enhance capabilities and drive future revenue growth amid trade uncertainties.Analysis Article • Nov 20
SAF-Holland (ETR:SFQ) Is Posting Promising Earnings But The Good News Doesn’t Stop There
The stock was sluggish on the back of SAF-Holland SE's ( ETR:SFQ ) recent earnings report. We have done some analysis...Analysis Article • Nov 15
Earnings Miss: SAF-Holland SE Missed EPS By 57% And Analysts Are Revising Their Forecasts
As you might know, SAF-Holland SE ( ETR:SFQ ) last week released its latest quarterly, and things did not turn out so...Analysis Article • Aug 11
SAF-Holland SE Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
Shareholders might have noticed that SAF-Holland SE ( ETR:SFQ ) filed its quarterly result this time last week. The...Analysis Article • Jun 05
It Looks Like Shareholders Would Probably Approve SAF-Holland SE's (ETR:SFQ) CEO Compensation Package
Key Insights SAF-Holland's Annual General Meeting to take place on 11th of June Salary of €795.0k is part of CEO...Analysis Article • May 11
Earnings Update: SAF-Holland SE (ETR:SFQ) Just Reported Its First-Quarter Results And Analysts Are Updating Their Forecasts
Shareholders might have noticed that SAF-Holland SE ( ETR:SFQ ) filed its first-quarter result this time last week. The...Analysis Article • Apr 26
We Like These Underlying Return On Capital Trends At SAF-Holland (ETR:SFQ)
What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...Analysis Article • Mar 21
SAF-Holland (ETR:SFQ) Is Posting Promising Earnings But The Good News Doesn’t Stop There
SAF-Holland SE's ( ETR:SFQ ) recent earnings report didn't offer any surprises, with the shares unchanged over the last...Analysis Article • Feb 28
Does SAF-Holland (ETR:SFQ) Have A Healthy Balance Sheet?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analysis Article • Aug 15
Need To Know: Analysts Are Much More Bullish On SAF-Holland SE (ETR:SFQ)
Shareholders in SAF-Holland SE ( ETR:SFQ ) may be thrilled to learn that the analysts have just delivered a major...Analysis Article • Jul 14
Here's Why We Think SAF-Holland (ETR:SFQ) Might Deserve Your Attention Today
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Analysis Article • Jul 01
Does SAF-Holland (ETR:SFQ) 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...Analysis Article • May 12
SAF-Holland SE's (ETR:SFQ) Intrinsic Value Is Potentially 29% Above Its Share Price
Key Insights Using the 2 Stage Free Cash Flow to Equity, SAF-Holland fair value estimate is €16.92 SAF-Holland is...CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | €58m |
| Dec 31 2025 | €2m | €943k | €51m |
| Sep 30 2025 | n/a | n/a | €56m |
| Jun 30 2025 | n/a | n/a | €51m |
| Mar 31 2025 | n/a | n/a | €64m |
| Dec 31 2024 | €2m | €868k | €77m |
| Sep 30 2024 | n/a | n/a | €77m |
| Jun 30 2024 | n/a | n/a | €93m |
| Mar 31 2024 | n/a | n/a | €87m |
| Dec 31 2023 | €2m | €795k | €80m |
| Sep 30 2023 | n/a | n/a | €76m |
| Jun 30 2023 | n/a | n/a | €67m |
| Mar 31 2023 | n/a | n/a | €68m |
| Dec 31 2022 | €1m | €734k | €61m |
| Sep 30 2022 | n/a | n/a | €47m |
| Jun 30 2022 | n/a | n/a | €45m |
| Mar 31 2022 | n/a | n/a | €39m |
| Dec 31 2021 | €1m | €734k | €37m |
| Sep 30 2021 | n/a | n/a | €43m |
| Jun 30 2021 | n/a | n/a | €35m |
| Mar 31 2021 | n/a | n/a | €16m |
| Dec 31 2020 | €1m | €650k | €14m |
| Sep 30 2020 | n/a | n/a | €676k |
| Jun 30 2020 | n/a | n/a | -€10m |
| Mar 31 2020 | n/a | n/a | €7m |
| Dec 31 2019 | €1m | €459k | €9m |
Compensation vs Market: Alexander's total compensation ($USD2.15M) is above average for companies of similar size in the German market ($USD1.07M).
Compensation vs Earnings: Alexander's compensation has been consistent with company performance over the past year.
CEO
Alexander Geis (52 yo)
14.9yrs
Tenure
€1,868,000
Compensation
Mr. Alexander Geis has been Member of Management Board at SAF-Holland SE since July 1, 2011. Mr. Geis had been Interim Chief Financial Officer at SAF-Holland SE since February 01, 2022 until May 16, 2022....
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Chairman of Management Board | 14.9yrs | €1.87m | no data | |
| CFO & Member of the Management Board | 3.4yrs | €864.00k | no data | |
| Vice President of Group Accounting & Controlling | no data | no data | no data | |
| Head of Investor Relations and Corporate & ESG Communications | 4.6yrs | no data | no data | |
| President of APAC_I & China Region | no data | €590.00k | no data | |
| President of EMEA | less than a year | no data | no data | |
| Head of Digital & Innovation | no data | no data | no data | |
| President of APAC | 3.4yrs | no data | no data | |
| President of Americas | 1yr | no data | no data | |
| Vice President of Group Treasury | no data | no data | no data | |
| Deputy Head of Investor Relations | no data | no data | no data |
3.4yrs
Average Tenure
52.5yo
Average Age
Experienced Management: SFQ's management team is considered experienced (3.4 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Deputy Chairman of the Supervisory Board | 6.1yrs | €79.80k | no data | |
| Chairman of Supervisory Board | 6.1yrs | €149.50k | no data | |
| Member of Supervisory Board | 1.1yrs | €26.30k | no data | |
| Member of Supervisory Board | 1.1yrs | €53.30k | no data | |
| Member of the Supervisory Board | 3.2yrs | €70.00k | no data | |
| Member of Supervisory Board | 5.9yrs | €78.50k | no data |
4.5yrs
Average Tenure
60.5yo
Average Age
Experienced Board: SFQ's board of directors are considered experienced (4.5 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/05 06:19 |
| End of Day Share Price | 2026/06/05 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
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| Key Developments | 10 years |
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* 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.
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 Github.
Analyst Sources
SAF-Holland SE is covered by 12 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Yasmin Steilen | Berenberg |
| Gerhard Orgonas | BNP Paribas |
| Nicolai Kempf | Deutsche Bank |