CSL Management

Management criteria checks 1/4

CSL's CEO is Paul McKenzie, appointed in Mar 2023, has a tenure of 1.83 years. total yearly compensation is $8.18M, comprised of 23.1% salary and 76.9% bonuses, including company stock and options. directly owns 0.005% of the company’s shares, worth €3.99M. The average tenure of the management team and the board of directors is 1.8 years and 4.3 years respectively.

Key information

Paul McKenzie

Chief executive officer

US$8.2m

Total compensation

CEO salary percentage	23.1%
CEO tenure	1.8yrs
CEO ownership	0.005%
Management average tenure	1.8yrs
Board average tenure	4.3yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Paul McKenzie's remuneration changed compared to CSL's earnings?
Date	Total Compensation	Salary	Company Earnings
Jun 30 2024	US$8m	US$2m	US$3b
Mar 31 2024	n/a	n/a	US$3b
Dec 31 2023	n/a	n/a	US$2b
Sep 30 2023	n/a	n/a	US$2b
Jun 30 2023	US$4m	US$1m	US$2b
Mar 31 2023	n/a	n/a	US$2b
Dec 31 2022	n/a	n/a	US$2b
Sep 30 2022	n/a	n/a	US$2b
Jun 30 2022	US$5m	US$965k	US$2b
Mar 31 2022	n/a	n/a	US$2b
Dec 31 2021	n/a	n/a	US$2b
Sep 30 2021	n/a	n/a	US$2b
Jun 30 2021	US$6m	US$989k	US$2b
Mar 31 2021	n/a	n/a	US$3b
Dec 31 2020	n/a	n/a	US$3b
Sep 30 2020	n/a	n/a	US$2b
Jun 30 2020	US$7m	US$1m	US$2b

Compensation vs Market: Paul's total compensation ($USD8.18M) is above average for companies of similar size in the German market ($USD4.76M).

Compensation vs Earnings: Paul's compensation has increased by more than 20% in the past year.

CEO

Paul McKenzie (58 yo)

1.8yrs

Tenure

US$8,183,842

Compensation

Dr. Paul F. McKenzie, Ph.D. (Chemical Engineering), has been Chief Operating Officer at CSL Behring LLC since 2019. Dr. McKenzie serves as Chief Operating Officer at CSL Plasma Inc. Dr. McKenzie had been C...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Paul McKenzie	MD, CEO & Executive Director	1.8yrs	US$8.18m	0.0047% € 4.0m
Joy Linton	Interim Executive Vice President of CSL Behring	less than a year	US$3.73m	0.0025% € 2.1m
Andy Schmeltz	Executive Vice President of CSL Behring Business Unit (Leave of Absence)	1.5yrs	US$4.07m	0.00044% € 370.2k
John A. Levy	Interim Chief Financial Officer	less than a year	no data	no data
Chris Cooper	Head of Investor Relations	no data	no data	no data
Gregory Boss	Executive VP of Legal & General Counsel	16yrs	US$2.31m	no data
Roanne Parry	Chief Human Resources Officer	less than a year	no data	no data
Andrew Nash	Senior Vice President of Research	no data	no data	no data
William Mezzanotte	Executive VP & Head of Research and Development	6.3yrs	US$2.14m	no data
Mark Hill	Chief Digital Information Officer & Executive VP	4.3yrs	no data	no data
Deirdre BeVard	Senior Vice President of Research & Development Strategic Operations	no data	no data	no data
Herve Gisserot	Senior VP & GM of Vifor	1.8yrs	no data	no data

1.8yrs

Average Tenure

59yo

Average Age

Experienced Management: CSJ's management team is not considered experienced ( 1.8 years average tenure), which suggests a new team.

Board Members

Name	Position	Tenure	Compensation	Ownership
Paul McKenzie	MD, CEO & Executive Director	2.1yrs	US$8.18m	0.0047% € 4.0m
Megan Clark	Independent Non Executive Director	8.9yrs	US$242.44k	0.0011% € 917.1k
Alison Watkins	Independent Non-Executive Director	3.4yrs	US$240.56k	0.00077% € 647.8k
Carolyn Hewson	Independent Non-Executive Director	5.1yrs	US$237.09k	0.00047% € 395.4k
Brian McNamee	Independent Non-Executive Chairman	6.9yrs	US$604.85k	0.026% € 22.0m
Robert Cuthbertson	Non-Independent Non-Executive Director	6.3yrs	US$221.35k	0.015% € 12.3m
Marie McDonald	Independent Non-Executive Director	11.4yrs	US$215.19k	0.00088% € 740.4k
Samantha Lewis	Independent Non-executive Director	less than a year	US$91.12k	0.00041% € 345.0k
Elaine Sorg	Independent Non-Executive Director	less than a year	no data	no data
Brian Daniels	Director	less than a year	no data	no data

4.3yrs

Average Tenure

65yo

Average Age

Experienced Board: CSJ's board of directors are considered experienced (4.3 years average tenure).

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/08 01:43
End of Day Share Price	2025/01/08 00:00
Earnings	2024/06/30
Annual Earnings	2024/06/30

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	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* 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

CSL Limited is covered by 29 analysts. 15 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
Russell Wright	Barclay Pearce Capital Pty Limited
Saul Hadassin	Barrenjoey Markets Pty Limited
Thomas Wakim	Bell Potter

CSL Management

Management criteria checks 1/4

Key information

Recent management updates

Independent Non-Executive Chairman recently sold €3.3m worth of stock

CSL Appoints Jeffrey Ball as First Chief Sustainability Officer

CSL Limited, Annual General Meeting, Oct 09, 2024

CSL Limited, Annual General Meeting, Oct 11, 2023

CSL Limited Announces Management Changes

CSL Limited Announces Chief Executive Officer Changes

Recent updates

CSL Receives Positive CHMP Opinion for Garadacimab in Hereditary Angioedema (HAE)

CSL Vifor and Travere Therapeutics Announces Swissmedic Approval of FILSPARI (Sparsentan) for the Treatment of IgA Nephropathy

Japan's Ministry of Health, Labor and Welfare Approves CSL and Arcturus Therapeutics Holdings Inc.'s Updated Self-Amplifying mRNA Covid-19 Vaccine for Protection Against JN.1 Strain

Now 20% undervalued

Upcoming dividend of US$1.45 per share

Final dividend of US$1.45 announced

Full year 2024 earnings released: EPS: US$5.47 (vs US$4.55 in FY 2023)

CSL Limited to Report First Half, 2025 Results on Feb 11, 2025

Now 20% undervalued

Now 22% undervalued

Now 20% undervalued

Nature Communications Publishes Pivotal Data Demonstrating Efficacy and Tolerability of CSL and Arcturus Therapeutics' COVID-19 Vaccine

Now 22% undervalued after recent price drop

CSL Vifor and Travere Therapeutics Announces European Commission Approves FILSPARI® (sparsentan) for the Treatment of IgA Nephropathy

CSL Seqirus Confirms Full Preparation to Implement the Fda's Vaccines and Related Biological Products Advisory Committee

Upcoming dividend of US$1.19 per share

First half dividend of US$1.19 announced

First half 2024 earnings released: EPS: US$3.94 (vs US$3.37 in 1H 2023)

CSL Limited Announces Estimate Distribution for the Six Months Ended December 31, 2023, Payable on April 3, 2024

CSL Announces Top-Line Results from the Phase 3 AEGIS-II Trial Evaluating the Efficacy and Safety of CSL112 (apolipoprotein A-I (Human)

CSL and Arcturus Therapeutics' ARCT-154 Demonstrates Non-Inferiority to Original Strain and Superior Immunogenicity to Omicronba BA.4/5 Variant Compared to First-Generation mRNA Vaccine Booster Booster

CSL Limited to Report Fiscal Year 2024 Results on Jul 30, 2024

CSL Behring's HEMGENIX (Etranacogene Dezaparvovec-Drlb) Demonstrates At Three Years Post-T Treatment Long-Term Durability, Safety and Greater Bleed Protection Versus Prophylactic Treatment in People Living with Hemophilia B

Japan's Ministry of Health, Labour and Welfare Approves CSL and Arcturus Therapeutics' ARCT-154, the First Self-Amplifying mRNA Vaccine Approves for COVID in Adults

Health Canada Authorizes Csl's Hemgenix(R) (Etranacogene Dezaparvovec) as First Gene Therapy for Hemophilia B

CSL Limited Reaffirms Financial Outlook for Fiscal Year 2024

CSL Seqirus Announces Data from Three Studies Supporting the Clinical, Public Health Benefit and Cost Savings Associated with Cell-Based and Adjuvanted Influenza Vaccines

CSL Seqirus Shares Data Demonstrating the Potential for Influenza Vaccination to Reduce the Burden on Healthcare Resources

Arcturus Therapeutics Holdings Inc. and Csl Seqirus Announce European Medicines Agency Validates Marketing Authorization Application for Arct-154 Vaccine to Prevent Covid-19

Upcoming dividend of US$1.29 per share at 1.4% yield

Independent Non-Executive Chairman recently sold €3.3m worth of stock

CSL Appoints Jeffrey Ball as First Chief Sustainability Officer

CSL Limited, Annual General Meeting, Oct 09, 2024

Full year 2023 earnings released: EPS: US$4.55 (vs US$4.81 in FY 2022)

CSL Limited to Report Fiscal Year 2023 Results on Aug 15, 2023

Now 21% undervalued after recent price drop

Now 20% undervalued after recent price drop

Upcoming dividend of US$1.07 per share at 1.1% yield

First half 2023 earnings released: EPS: US$3.37 (vs US$3.85 in 1H 2022)

CSL Limited Announces Interim Dividend, Payable on 5 April 2023

CSL Limited, Annual General Meeting, Oct 11, 2023

CSL Limited to Report First Half, 2023 Results on Feb 14, 2023

SAB Biotherapeutics Novel DiversitAb™ Platform Proven to Develop Anti-idiotype Antibodies to Help Treat Autoimmune Diseases

CSL Limited Announces Management Changes

CSL Limited Announces Chief Executive Officer Changes

CSL Limited Announces FDA Approval of First Gene Therapy for Adults with Hemophilia B

Now 21% undervalued after recent price drop

Independent Non-Executive Director recently bought €174k worth of stock

CSL Limited Announces Positive Preclinical Data for Self-Amplifying Messenger RNA (sa-mRNA) Influenza Vaccine Candidates

Non-Independent Non-Executive Director recently sold €4.3m worth of stock

Upcoming dividend of US$1.18 per share

Full year 2022 earnings released: EPS: US$4.81 (vs US$5.22 in FY 2021)

CSL Limited Announces Positive Top-Line Phase 3 Results for Garadacimab as Preventive Treatment in Patients with Hereditary Angioedema (HAE)

CSL Limited Announces Final Dividend for the Period Ended June 30, 2022, Payable on 6 September 2022

Now 23% undervalued

Upcoming dividend of US$1.04 per share

Now 22% undervalued after recent price drop

First half 2022 earnings: EPS in line with analyst expectations despite revenue beat

CSL Limited Provides Earnings Guidance for the Fiscal Year 2022

CSL Limited has completed a Follow-on Equity Offering in the amount of AUD 750.028364 million.

CSL Limited (ASX:CSL) entered into a definitive agreement to launch public tender offer to acquire Vifor Pharma AG (SWX:VIFN) from Patinex AG and other for CHF 10.9 billion.

Vifor Pharma and CSL Confirm Merger Talks

Vifor Says Regularly in Talks with Other Market Participants After Reports

Seqirus Announces U.S. FDA Approval for Multi-Dose Vial Presentation of First-Ever Adjuvanted, Cell-Based Pandemic Influenza Vaccine

MD, CEO & Executive Director recently sold €2.9m worth of stock

MD, CEO & Executive Director recently sold €3.0m worth of stock

High number of new directors

Upcoming dividend of US$1.18 per share

Full year 2021 earnings released: EPS US$5.22 (vs US$4.63 in FY 2020)