thyssenkrupp AG

XTRA:TKA Aktierapport

Börsvärde: €7.3b

thyssenkrupp Förvaltning

Förvaltning kriterier kontrolleras 3/4

thyssenkrupp VD är Miguel Lopez Borrego, utsedd i Jun 2023, har en anställningstid på 2.92 år. äger direkt 0.001% av företagets aktier, värda € 87.74K. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 2.6 år respektive 6.3 år.

Viktig information

Miguel Lopez Borrego

Verkställande direktör

n/a

Total ersättning

VD-lön i procentn/a
Anställning som VD2.9yrs
Ägande av VD0.001%
Ledningens genomsnittliga anställningstid2.6yrs
Styrelsens genomsnittliga mandatperiod6.3yrs

Senaste uppdateringar av ledningen

Recent updates

Uppdatering av berättelse May 01

TKA: Steel Policy Support And Execution Momentum Will Drive Future Re Rating

Analysts have nudged their blended price target for thyssenkrupp slightly higher to €9.50, reflecting updated views on steel earnings potential, policy support and execution momentum, even as opinions on the stock remain mixed across recent upgrades and target changes. Analyst Commentary Recent research shows a clear split in views, but there is a cluster of bullish analysts highlighting upside optionality in thyssenkrupp, especially around steel earnings, policy support and execution on the current plan.
Uppdatering av berättelse Apr 16

TKA: Portfolio Reshaping And EU Steel Policy Support Will Shape Execution Outcomes

Analysts have set a new price target for thyssenkrupp at €9.50, citing updated views on policy support for EU steel, execution momentum and revised medium term earnings assumptions across recent research. Analyst Commentary Recent research on thyssenkrupp shows a split view, with some firms lifting ratings and targets while others adjust expectations more cautiously.
Uppdatering av berättelse Apr 02

TKA: Portfolio Reshaping And Steel And Materials Deals Will Shape Execution Risk

The analyst price target for thyssenkrupp has been adjusted to €8.30 from €8.70, with analysts citing updated expectations for revenue growth, profit margins, and P/E assumptions following recent mixed target moves and rating changes across the Street. Analyst Commentary Recent research on thyssenkrupp shows a mix of optimism and restraint, with some firms lifting ratings and targets while others trim expectations or keep cautious stances.
Uppdatering av berättelse Mar 19

TKA: Steel And Materials Divestments Will Support Future Share Re Rating

Analyst price targets for thyssenkrupp have edged higher, with recent changes to around €8.70, €9.50 and €13 reflecting updated views on EU steel earnings potential and execution, even as opinions on the stock remain mixed across firms. Analyst Commentary Recent research shows a clear split in views, but there are some distinctly bullish threads that focus on potential earnings support and execution at thyssenkrupp, particularly around its EU steel exposure.
Uppdatering av berättelse Mar 04

TKA: Portfolio Reshaping And Steel Deal Prospects Will Define Execution Risk

Analysts have raised their average price target for thyssenkrupp from around €6.30 to about €8.70. This change reflects updated views that take into account revised fair value assumptions, changes in discount rates, and new Street research on steel earnings potential and capital execution.
Analysartikel Feb 19

thyssenkrupp (ETR:TKA) Is Posting Solid Earnings, But It Is Not All Good News

Investors appear disappointed with thyssenkrupp AG's ( ETR:TKA ) recent earnings, despite the decent statutory profit...
Uppdatering av berättelse Feb 17

TKA: Steel Unit Sale Talks Will Support Future Share Re Rating

Analysts have raised their fair value estimate for thyssenkrupp from €14.00 to €15.00, citing updated assumptions on revenue growth, profit margins, and future P/E multiples, in line with recent Street price target increases to €8.70 per share. Analyst Commentary Bullish analysts have been nudging their views higher, with multiple price target adjustments clustering around €8.70 per share.
Uppdatering av berättelse Feb 03

TKA: Raised Street Views And Asset Sales Will Shape Balanced Risk Profile

The analyst price target for thyssenkrupp has been raised from €10.30 to €11.41, reflecting recent Street research in which firms lifted their targets into the €7.70 to €8.70 range and cited updated views on discount rates, revenue growth, margins and future P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts are lifting price targets into a €7.70 to €8.70 range, which points to a reworked view of what they see as fair value for the equity based on their updated models.
Uppdatering av berättelse Jan 20

TKA: Steel Unit Sale And Workforce Cuts Will Support Future Re Rating

Analysts have lifted their price targets for thyssenkrupp to as high as €8.70, up from prior levels around €6.30 to €8.30, reflecting updated views on the group’s risk profile, revenue trajectory, profitability and future P/E assumptions. Analyst Commentary Recent research points to a more constructive tone around thyssenkrupp, even where ratings remain cautious.
Uppdatering av berättelse Jan 06

TKA: Workforce Cuts And Neutral Rating Will Shape Balanced Risk Profile

Analysts have raised their price target for thyssenkrupp to €7.70 from €6.30, citing updated assumptions on fair value, discount rate, revenue growth, profit margins and future P/E as the key factors behind the revision. Analyst Commentary Recent commentary around the revised €7.70 price target suggests a more balanced view of thyssenkrupp, with analysts updating their models but keeping expectations in check through a Neutral rating.
Uppdatering av berättelse Dec 20

TKA: Revenue Resilience And Workforce Cuts Will Support Share Re-Rating

Analysts have raised their fair value estimate for thyssenkrupp from EUR 13.00 to EUR 14.00, reflecting a higher Street price target of EUR 7.70 versus EUR 6.30 previously as they factor in stronger top line growth despite lower margin expectations. Analyst Commentary Bullish analysts highlight that the recent increase in the Street price target signals growing confidence in thyssenkrupp's ability to execute on its strategic initiatives, even in a more challenging margin environment.
Uppdatering av berättelse Dec 06

TKA: Future Workforce Cuts And Mixed Rating Shifts Will Shape Risk Profile

Analysts have nudged their price target on thyssenkrupp slightly lower, from about EUR 10.20 to roughly EUR 10.09. This reflects modestly higher perceived risk and only incremental adjustments to growth and margin expectations, despite recent target increases and rating upgrades from the Street.
Uppdatering av berättelse Oct 17

Marine Systems, Green Hydrogen And Steel Europe Will Unlock Value

Thyssenkrupp’s analyst price target has increased modestly, rising from €7.10 to €7.60, as analysts cited improvements in company outlook and supportive recent upgrades to justify the change. Analyst Commentary Recent analyst activity on Thyssenkrupp reflects a mixture of cautious optimism and ongoing concerns about the company's valuation and longer-term prospects.
Uppdatering av berättelse Oct 03

Marine Systems, Green Hydrogen And Steel Europe Will Unlock Value

Thyssenkrupp's analyst price target has been raised from €9.73 to €10.20, as analysts cite recent upgrades and revised industry outlooks, which support a moderately improved valuation. Analyst Commentary Recent analyst research presents a mixed picture for Thyssenkrupp, reflecting both cautious optimism and lingering concerns regarding the company's valuation, growth prospects, and execution risks.
Uppdatering av berättelse Sep 18

Marine Systems, Green Hydrogen And Steel Europe Will Unlock Value

Analysts have modestly raised thyssenkrupp’s price target to €9.72, citing incremental progress in restructuring and cost controls amid mixed operational signals and continued caution given persistent steel business headwinds. Analyst Commentary Mixed signals on operational turnaround, with some stabilization but limited confidence in strong near-term recovery.
Analysartikel Sep 17

Market Might Still Lack Some Conviction On thyssenkrupp AG (ETR:TKA) Even After 38% Share Price Boost

thyssenkrupp AG ( ETR:TKA ) shareholders have had their patience rewarded with a 38% share price jump in the last...
Analysartikel Aug 05

thyssenkrupp (ETR:TKA) Is Doing The Right Things To Multiply Its Share Price

XTRA:TKA 1 Year Share Price vs Fair Value Explore thyssenkrupp's Fair Values from the Community and select yours There...
User avatar
Ny berättelse Jul 16

Green Decarbonization Will Face Setbacks While Marine Systems Rebound

Market optimism around green steel and digitalization may be overstated, given execution risks, high costs, and potential delays impacting profit growth and cash flow.
Analysartikel Jul 10

thyssenkrupp AG (ETR:TKA) Looks Just Right With A 29% Price Jump

thyssenkrupp AG ( ETR:TKA ) shares have had a really impressive month, gaining 29% after a shaky period beforehand. The...

Analys av ersättningar till VD

Hur har Miguel Lopez Borrego:s ersättning förändrats jämfört med thyssenkrupp:s resultat?
DatumTotal ersättningLönFöretagets resultat
Mar 31 2026n/an/a

€9m

Dec 31 2025n/an/a

€163m

Sep 30 2025n/an/a

€465m

Jun 30 2025n/an/a

-€1b

Mar 31 2025n/an/a

-€1b

Dec 31 2024n/an/a

-€1b

Sep 30 2024€2m€1m

-€2b

Jun 30 2024n/an/a

-€2b

Mar 31 2024n/an/a

-€2b

Dec 31 2023n/an/a

-€2b

Sep 30 2023€932k€447k

-€2b

Ersättning vs marknad: Otillräckliga data för att fastställa om Miguel s total kompensation är rimlig jämfört med företag av liknande storlek på German marknaden.

Ersättning vs inkomst: Ersättningen från Miguel har varit i linje med företagets resultat under det senaste året.


VD OCH KONCERNCHEF

Miguel Lopez Borrego (60 yo)

2.9yrs
Anställning
€2,344,000
Kompensation

Mr. Miguel Angel Lopez Borrego is Deputy Chairman of Supervisory Board at TKMS AG & Co KGaA. Mr. Lopez Borrego is Member of the Supervisory Board of thyssenkrupp nucera AG & Co. KGaA from June 09, 2023. wa...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Miguel Lopez Borrego
CEO & Chairman of the Executive Board2.9yrs€2.34m0.0012%
€ 87.7k
Volkmar Dinstuhl
CEO of Multi Tracks and Automotive Technology segment & Member of Executive Board2.3yrs€1.12minga uppgifter
Ilse Henne
Member of Executive Board2.3yrs€1.10minga uppgifter
Axel Hamann
CFO & Member of Executive Board1yringa uppgifteringa uppgifter
Wilfried von Rath
Chief Human Resources Officer & Member of Executive Board1.1yrsinga uppgifteringa uppgifter
Thomas Empelmann
Head of Corporate Financeno datainga uppgifteringa uppgifter
Andreas Trösch
Head of Investor Relationsno datainga uppgifteringa uppgifter
Stefan Schmitt
Head of Corp. Function HR Strategy and Head of Corp. Function People Dev & Executives Management9.6yrsinga uppgifteringa uppgifter
Peter Walker
Chief Executive Officer of Elevator Technology Business Area8.3yrsinga uppgifteringa uppgifter
Volker Hellberg
Chief Executive Officer of Industrial Solutions Unit - Saudi Arabia7yrsinga uppgifteringa uppgifter
Christian Schulte
Head of Investor Relations - thyssenkrupp Elevatorno datainga uppgifteringa uppgifter
Patrick Buchmann
Chief Executive Officer of Forged Technologiesno datainga uppgifteringa uppgifter
2.6yrs
Genomsnittlig anställningstid
55.5yo
Genomsnittlig ålder

Erfaren ledning: TKA s ledningsgrupp anses vara erfaren ( 2.6 års genomsnittlig anställningstid).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Verena Volpert
Independent Member of Supervisory Board5.6yrs€141.00kinga uppgifter
Stefan Buchner
Independent Member of Supervisory Board5.3yrs€96.50kinga uppgifter
Jurgen Kerner
Vice Chairman of Supervisory Board6.3yrs€186.50kinga uppgifter
Wolfgang Colberg
Independent Member of the Supervisory Board7.4yrs€111.00kinga uppgifter
Siegfried Russwurm
Independent Chairman of Supervisory Board7.1yrs€292.00kinga uppgifter
Bernhard Gunther
Independent Member of Supervisory Board6.3yrs€174.50kinga uppgifter
Ingo Luge
Independent Member of the Supervisory Board6.3yrs€114.00kinga uppgifter
Angelika Gifford
Independent Member of Supervisory Board6.5yrs€75.00kinga uppgifter
Ursula Gather
Independent Member of the Supervisory Board8.3yrs€115.00kinga uppgifter
Tanja Jacquemin
Employee Representative Member of Supervisory Board10.2yrs€110.00kinga uppgifter
Tekin Nasikkol
Employee Representative Member of Supervisory Board5.8yrs€193.93kinga uppgifter
Daniela Jansen
Employee Representative Member of Supervisory Board5.3yrs€114.23kinga uppgifter
6.3yrs
Genomsnittlig anställningstid
61yo
Genomsnittlig ålder

Erfaren styrelse: TKA s styrelse anses vara erfaren ( 6.3 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/31 08:43
Aktiekurs vid dagens slut2026/05/29 00:00
Intäkter2026/03/31
Årlig intjäning2025/09/30

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

thyssenkrupp AG bevakas av 27 analytiker. 8 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Christian ObstBaader Helvea Equity Research
Volker BosseBaader Helvea Equity Research
Tom ZhangBarclays