L'Air Liquide Management
Management criteria checks 4/4
L'Air Liquide's CEO is Francois Jackow, appointed in Jun 2022, has a tenure of 4.08 years. total yearly compensation is €4.48M, comprised of 27% salary and 73% bonuses, including company stock and options. directly owns 0.014% of the company’s shares, worth €14.43M. The average tenure of the management team and the board of directors is 4.4 years and 5.1 years respectively.
Key information
Francois Jackow
Chief executive officer
€4.5m
Total compensation
| CEO salary percentage | 26.99% |
| CEO tenure | 4yrs |
| CEO ownership | 0.01% |
| Management average tenure | 4.4yrs |
| Board average tenure | 5.1yrs |
Recent management updates
Recent updates
AI: Fair Value View Weighs Semiconductor Gas Expansion Against Mixed Rating Changes
Analysts have nudged the fair value estimate for L'Air Liquide slightly higher from €198.15 to €198.30, reflecting a mix of recent target cuts and increases on the stock and updated assumptions for its discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Recent research on L'Air Liquide points to a mixed but generally constructive tone, with some analysts lifting targets or upgrading their stance and JPMorgan trimming its target to €175 while keeping a Neutral rating.AI: Fair Value View Balances Large Industrial Gas Projects And Recent Rating Upgrades
Analysts have raised the fair value estimate for L'Air Liquide to €198.15 from €196.58, reflecting updated assumptions for higher revenue growth, a slightly adjusted discount rate, a steady profit margin profile, and recent price target increases from several research houses. Analyst Commentary Recent Street research for L'Air Liquide has leaned positive, with several firms adjusting price targets and ratings.Estimating The Fair Value Of L'Air Liquide S.A. (EPA:AI)
Key Insights L'Air Liquide's estimated fair value is €140 based on 2 Stage Free Cash Flow to Equity Current share price...Investors Will Want L'Air Liquide's (EPA:AI) Growth In ROCE To Persist
There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...If EPS Growth Is Important To You, L'Air Liquide (EPA:AI) Presents An Opportunity
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...L'Air Liquide (EPA:AI) Has A Pretty Healthy Balance Sheet
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...L'Air Liquide S.A. (EPA:AI) Just Reported Half-Yearly Earnings: Have Analysts Changed Their Mind On The Stock?
L'Air Liquide S.A. ( EPA:AI ) came out with its interim results last week, and we wanted to see how the business is...L'Air Liquide S.A. (EPA:AI) Investors Are Less Pessimistic Than Expected
When close to half the companies in France have price-to-earnings ratios (or "P/E's") below 16x, you may consider L'Air...
Investments In Low-Carbon Hydrogen Will Meet Future Market Demand
Operational restructuring and strategic initiatives are enhancing cost efficiency and net margins, with a focus on future revenue growth through a solid investment pipeline.CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Dec 31 2025 | €4m | €1m | €4b |
| Sep 30 2025 | n/a | n/a | €3b |
| Jun 30 2025 | n/a | n/a | €3b |
| Mar 31 2025 | n/a | n/a | €3b |
| Dec 31 2024 | €5m | €1m | €3b |
| Sep 30 2024 | n/a | n/a | €3b |
| Jun 30 2024 | n/a | n/a | €3b |
| Mar 31 2024 | n/a | n/a | €3b |
| Dec 31 2023 | €4m | €1m | €3b |
| Sep 30 2023 | n/a | n/a | €3b |
| Jun 30 2023 | n/a | n/a | €3b |
| Mar 31 2023 | n/a | n/a | €3b |
| Dec 31 2022 | €3m | €642k | €3b |
Compensation vs Market: Francois's total compensation ($USD5.14M) is about average for companies of similar size in the French market ($USD5.64M).
Compensation vs Earnings: Francois's compensation has been consistent with company performance over the past year.
CEO
Francois Jackow (57 yo)
Mr. Francois Jackow serves as Director of L'Air Liquide S.A. since May 04, 2022. He serves as Chief Executive Officer at L'Air Liquide S.A. since June 01, 2022. He serves as an Independent Director of Schn...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | 4yrs | €4.48m | 0.014% € 14.4m | |
| Group VP & CFO | 5yrs | no data | no data | |
| Head of Investor Relations | 11.3yrs | no data | no data | |
| Group Human Resources Vice President | 3.4yrs | no data | no data | |
| Senior Vice President of Large Industries & Strategy | 8.9yrs | no data | no data | |
| Group Vice President of Innovation & Technology | no data | no data | no data | |
| Vice President of Global Markets & Technologies Activities | no data | no data | no data | |
| CEO of Air Liquide North America | 4.4yrs | no data | no data | |
| Group VP & General Secretary | no data | no data | no data | |
| Group VP & CEO of Airgas | 1.6yrs | no data | no data |
Experienced Management: AI's management team is considered experienced (4.4 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | 4.1yrs | €4.48m | 0.014% € 14.4m | |
| Chairman of the Board | 26.1yrs | €803.00k | 0.13% € 138.8m | |
| Lead Independent Director | 9.1yrs | €123.50k | 0.0034% € 3.6m | |
| Independent Director | 5.1yrs | €98.00k | 0.00014% € 148.5k | |
| Independent Director | 3.1yrs | €104.50k | 0.00010% € 106.1k | |
| Independent Director | 6.1yrs | €81.00k | 0.00011% € 116.7k | |
| Independent Director | 5.1yrs | €84.50k | 0.00011% € 116.7k | |
| Independent Director | 3.1yrs | €105.50k | 0.00010% € 106.1k | |
| Independent Director | 12.1yrs | €137.50k | 0.00056% € 594.1k | |
| Independent Director | 3.1yrs | €80.00k | 0.00010% € 106.1k | |
| Independent Director | 3.1yrs | €68.67k | 0.00010% € 106.1k | |
| Employees Representing Director | 5.7yrs | no data | no data |
Experienced Board: AI's board of directors are considered experienced (5.1 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/19 09:29 |
| End of Day Share Price | 2026/06/19 00:00 |
| Earnings | 2025/12/31 |
| 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 |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| 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
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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
L'Air Liquide S.A. is covered by 39 analysts. 18 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 |
|---|---|
| Alfonso Mariátegui | Banco de Sabadell. S.A. |
| Alejandro Vigil | Banco Santander |
| James Stewart | Barclays |