LANXESS Aktiengesellschaft

XTRA:LXS Stok Raporu

Piyasa değeri: €1.4b

LANXESS Yönetim

Yönetim kriter kontrolleri 2/4

Şu anda CEO hakkında yeterli bilgiye sahip değiliz.

Anahtar bilgiler

Matthias Zachert

İcra Kurulu Başkanı

€4.6m

Toplam tazminat

CEO maaş yüzdesi30.40%
CEO görev süresi12.2yrs
CEO sahipliğin/a
Yönetim ortalama görev süresi6.8yrs
Yönetim Kurulu ortalama görev süresi4.4yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi • Jun 02

LXS: Fair Outlook Flags Limited Upside As Middle East Risk Deepens

LANXESS's fair value estimate is revised from €14.0 to €11.0 as analysts reset price targets following multiple downgrades, citing limited perceived upside after the share price rally, along with fresh concerns around pricing, demand resilience, and the balance sheet linked to the Middle East conflict. Analyst Commentary Recent research updates on LANXESS point to a clear shift toward caution, with several large houses cutting ratings and trimming price targets.
Analiz Makalesi • May 09

Here's What Analysts Are Forecasting For LANXESS Aktiengesellschaft (ETR:LXS) After Its First-Quarter Results

LANXESS Aktiengesellschaft ( ETR:LXS ) shareholders are probably feeling a little disappointed, since its shares fell...
Anlatı Güncellemesi • May 01

LXS: Mixed Bank Ratings Will Drive Bullish Repricing On Higher Future P/E

Analysts have adjusted the price target on LANXESS from about €28.86 to about €26.29. This reflects updated views on faster revenue growth, much thinner profit margins, and a much higher assumed future P/E multiple after recent mixed rating changes from major banks.
Anlatı Güncellemesi • Apr 16

LXS: Future Earnings Multiples Will Balance Mixed Ratings And Margin Execution Risk

LANXESS' updated analyst price target edges up to about €17.91 from roughly €17.81, as analysts factor in slightly higher assumed revenue growth and a marginally richer future P/E, partly offset by a more cautious profit margin view following mixed recent rating changes. Analyst Commentary Recent research views on LANXESS are mixed, with both upgrades and a downgrade pointing to different expectations around execution, earnings power and valuation risk.
Anlatı Güncellemesi • Apr 02

LXS: Future Earnings Multiples Will Reflect Mixed Rating Shifts And Execution Risk

Analysts have trimmed the LANXESS price target from about €18.66 to around €17.81, reflecting mixed recent research that balances reduced fair value and profit margin assumptions with updated views on growth and valuation following both target cuts and rating changes across the Street. Analyst Commentary Recent research on LANXESS shows a split tape, with some firms turning more positive on the shares while others are taking a more cautious line on execution and fair value assumptions.
Anlatı Güncellemesi • Mar 19

LXS: Fair Outlook Balances Higher Risk Assumptions With Recent Upgrade

Analysts have trimmed their fair value estimate for LANXESS from €17.0 to €14.0, reflecting recent price target cuts such as Deutsche Bank's move to €17 and updated assumptions for growth, margins and risk, even as some research, including a recent Goldman Sachs upgrade, highlights potential longer term upside drivers. Analyst Commentary Recent research shows a split view on LANXESS, with some highlighting possible longer term drivers while others are reining in expectations.
Anlatı Güncellemesi • Mar 05

LXS: Upgrade And Reset Expectations Will Drive Bullish Repricing Potential

Analysts have adjusted their price targets on LANXESS, with the latest change lowering one view from €18.50 to €17. This reflects updated assumptions around discount rates, modest revenue growth and expected P/E levels.
Anlatı Güncellemesi • Feb 18

LXS: Upgrade And Margin Execution Are Expected To Drive Bullish Repricing

LANXESS's consensus analyst price target has moved modestly lower, with recent cuts to €17 and €15 cited by analysts who point to updated assumptions around discount rates, profit margins, and forward P/E expectations. Analyst Commentary Recent research on LANXESS highlights a mix of caution and optimism, with some bullish analysts focusing on potential upside if the company can execute against current expectations on margins and earnings quality.
Anlatı Güncellemesi • Feb 04

LXS: Sector Headwinds And Execution Discipline Will Drive Future Bullish Repricing

Analysts have trimmed their price expectations for LANXESS, reflected in a slightly lower fair value estimate of about €28.87 from €29.24. They cite a series of reduced Street price targets and more cautious sector views, even as underlying model assumptions such as revenue growth, profit margin and future P/E remain broadly consistent.
Anlatı Güncellemesi • Jan 21

LXS: Future Earnings Multiples Will Reward Execution Despite Sector Downgrades

Our fair value estimate for LANXESS has been reduced from about €20.30 to roughly €18.66, reflecting a cluster of lower price targets and more cautious views from analysts who now generally expect lower growth and apply a slightly higher required return. Analyst Commentary Recent Street research around LANXESS has tilted more cautious, with several firms trimming price targets and highlighting sector headwinds in European chemicals and ingredients.
Anlatı Güncellemesi • Jan 06

LXS: Earnings Resilience And Portfolio Actions Will Drive Bullish Repricing

Narrative Update The updated analyst price target framework for LANXESS points to a fair value adjustment from €31.85 to €29.24. This reflects recent target cuts from €21 to €15 at JPMorgan, a downgrade to Underweight with a €15 target at Barclays, and a reduction from €26 to €23 at Citi that collectively signal increased caution among analysts.
Analiz Makalesi • Jan 02

A Look At The Fair Value Of LANXESS Aktiengesellschaft (ETR:LXS)

Key Insights The projected fair value for LANXESS is €14.85 based on 2 Stage Free Cash Flow to Equity LANXESS' €17.62...
Anlatı Güncellemesi • Dec 17

LXS: Demand Recovery And Margin Actions Will Drive Bullish Repricing

Analysts have trimmed their price target on LANXESS to EUR 15 from EUR 21, citing weaker expected revenue growth, lower profit margins, a higher discount rate, and a richer future P E multiple. Together, these factors reduce estimated fair value from about EUR 37.49 to EUR 31.85 per share.
Analiz Makalesi • Dec 15

Does LANXESS (ETR:LXS) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Anlatı Güncellemesi • Dec 03

LXS: Future Earnings Multiples Will Reward Improving Execution Amid Sector Caution

The analyst fair value estimate for LANXESS has been reduced slightly to EUR 20.30 from EUR 20.92, as analysts factor in lower sector sentiment, a modestly softer revenue growth outlook, and recent cuts to Street price targets across the European chemicals space. Analyst Commentary Street research on LANXESS has turned more cautious, with recent revisions reflecting concerns around sector headwinds, execution risk, and a less supportive valuation backdrop.
Anlatı Güncellemesi • Nov 19

LXS: Future Earnings Multiples Will Reflect Sector Caution And Resilient Performance

LANXESS’s analyst price target has been revised downward from €24.55 to €20.92 as analysts cite sector-wide caution and a reassessment of fair value within the European chemicals industry. Analyst Commentary The recent series of updates from street research highlights both supportive and cautious sentiment regarding LANXESS’s outlook, reflecting the evolving landscape in the European chemicals sector.
Anlatı Güncellemesi • Nov 05

LXS: Future Resilience Will Support Stability Amid Sector Pressures

Analysts have modestly reduced their price target for LANXESS by approximately EUR 0.30. This adjustment reflects more cautious growth and valuation assumptions in light of recent sector performance and peer comparisons.
Anlatı Güncellemesi • Oct 22

Analysts Lower LANXESS Price Target and Ratings Amid Mixed Outlook and Valuation Shifts

The analyst price target for LANXESS has been reduced by approximately EUR 0.67 to EUR 24.85. This change reflects revised expectations on revenue growth and profitability as analysts adjust their outlook in light of recent performance and updated industry assessments.
Anlatı Güncellemesi • Oct 08

Portfolio Optimization And Sustainable Initiatives Will Unlock Market Opportunities

The analyst consensus price target for LANXESS has been reduced from €26.79 to €25.52. Analysts cite increased caution due to reduced expected growth and valuation concerns following the company's recent outperformance among peers.
Anlatı Güncellemesi • Aug 29

Accelerated FORWARD! Program Set To Improve Future Performance

Analysts have lowered LANXESS's price target to €26.79, citing ongoing operational headwinds, margin pressure, and delayed recovery in key markets, while acknowledging that cost measures will take time to improve earnings. Analyst Commentary Bearish analysts cite persistent near-term operational headwinds and sluggish demand as reasons for lowering price targets.
Analiz Makalesi • Jul 03

Is LANXESS Aktiengesellschaft (ETR:LXS) Trading At A 46% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, LANXESS fair value estimate is €47.92 LANXESS is estimated to...
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Yeni Anlatı • Mar 22

Accelerated FORWARD! Program Set To Improve Future Performance

Successful cost savings and portfolio transformation initiatives are boosting profitability, improving margins, and enhancing future earnings potential through strategic divestitures.
Analiz Makalesi • Mar 07

Why Investors Shouldn't Be Surprised By LANXESS Aktiengesellschaft's (ETR:LXS) 25% Share Price Surge

LANXESS Aktiengesellschaft ( ETR:LXS ) shareholders have had their patience rewarded with a 25% share price jump in the...
Analiz Makalesi • Jan 31

LANXESS (ETR:LXS) Use Of Debt Could Be Considered Risky

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analiz Makalesi • Jan 07

Why We're Not Concerned About LANXESS Aktiengesellschaft's (ETR:LXS) Share Price

There wouldn't be many who think LANXESS Aktiengesellschaft's ( ETR:LXS ) price-to-sales (or "P/S") ratio of 0.3x is...
Analiz Makalesi • Oct 30

Does LANXESS (ETR:LXS) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analiz Makalesi • Sep 07

Why We're Not Concerned About LANXESS Aktiengesellschaft's (ETR:LXS) Share Price

There wouldn't be many who think LANXESS Aktiengesellschaft's ( ETR:LXS ) price-to-sales (or "P/S") ratio of 0.3x is...
Analiz Makalesi • Jul 23

Is LANXESS (ETR:LXS) Using Debt Sensibly?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Analiz Makalesi • May 27

Is It Too Late To Consider Buying LANXESS Aktiengesellschaft (ETR:LXS)?

While LANXESS Aktiengesellschaft ( ETR:LXS ) might not have the largest market cap around , it saw a double-digit share...
Analiz Makalesi • May 08

Why Investors Shouldn't Be Surprised By LANXESS Aktiengesellschaft's (ETR:LXS) P/S

There wouldn't be many who think LANXESS Aktiengesellschaft's ( ETR:LXS ) price-to-sales (or "P/S") ratio of 0.4x is...
Analiz Makalesi • Apr 20

Is There An Opportunity With LANXESS Aktiengesellschaft's (ETR:LXS) 42% Undervaluation?

Key Insights The projected fair value for LANXESS is €44.32 based on 2 Stage Free Cash Flow to Equity LANXESS is...
Analiz Makalesi • Mar 22

Is LANXESS (ETR:LXS) Weighed On By Its Debt Load?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analiz Makalesi • Jan 27

What You Can Learn From LANXESS Aktiengesellschaft's (ETR:LXS) P/S

There wouldn't be many who think LANXESS Aktiengesellschaft's ( ETR:LXS ) price-to-sales (or "P/S") ratio of 0.3x is...
Analiz Makalesi • Dec 05

Is LANXESS (ETR:LXS) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analiz Makalesi • Nov 01

A Look At The Fair Value Of LANXESS Aktiengesellschaft (ETR:LXS)

Key Insights The projected fair value for LANXESS is €20.51 based on Dividend Discount Model Current share price of...

CEO Tazminat Analizi

Matthias Zachert'un ücretlendirmesi LANXESS'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Mar 31 2026n/an/a

-€661m

Dec 31 2025n/an/a

-€577m

Sep 30 2025n/an/a

-€243m

Jun 30 2025n/an/a

-€165m

Mar 31 2025n/an/a

-€136m

Dec 31 2024€5m€1m

-€177m

Sep 30 2024n/an/a

-€690m

Jun 30 2024n/an/a

-€822m

Mar 31 2024n/an/a

-€951m

Dec 31 2023€3m€1m

-€843m

Sep 30 2023n/an/a

-€280m

Jun 30 2023n/an/a

-€65m

Mar 31 2023n/an/a

€128m

Dec 31 2022€5m€1m

€184m

Sep 30 2022n/an/a

€191m

Jun 30 2022n/an/a

€147m

Mar 31 2022n/an/a

€146m

Dec 31 2021€7m€1m

€116m

Sep 30 2021n/an/a

€119m

Jun 30 2021n/an/a

€105m

Mar 31 2021n/an/a

€863m

Dec 31 2020€6m€1m

€892m

Sep 30 2020n/an/a

€883m

Jun 30 2020n/an/a

€938m

Mar 31 2020n/an/a

€231m

Dec 31 2019€6m€1m

€255m

Tazminat ve Piyasa: Matthias 'nin toplam tazminatı ($USD 5.31M ), German pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 1.88M ).

Tazminat ve Kazançlar: Matthias şirketinin tazminatı, şirket kârsız olduğu sürece artırıldı.

CEO

Matthias Zachert (59 yo)

12.2yrs
Görev süresi
€4,605,000
Tazminat

Mr. Matthias Zachert serves as Member of Supervisory Board at Siemens Fonds Invest GmbH. He also serves as Chairman of the Board of Management at LANXESS Aktiengesellschaft since April 1, 2014. He also ser...

Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Matthias Zachert
Chairman of the Board of Management12.2yrs€4.61mVeri yok
Oliver Stratmann
CFO & Member of the Management Board2.8yrs€1.02mVeri yok
Hubert Fink
Member of the Board of Management10.7yrs€2.01mVeri yok
Frederique van Baarle
Member of the Board of Management & Labor Director3.2yrs€1.28mVeri yok
Katja Borghaus
Head of Human Resources4.9yrsVeri yokVeri yok
Marcel Beermann
Head of Procurement & Logistics Group Function6yrsVeri yokVeri yok
Jorge Nogueira
Head of Tire & Speciality Rubbers Business Unit11.4yrsVeri yokVeri yok
Wolfgang Schmitz
Managing Director of Saltigo Gmbhno dataVeri yokVeri yok
Stephan Spiegelhauer
Head of the Global Competence Center Paints & Coatings - Inorganic Pigments Business Unitno dataVeri yokVeri yok
Thomas Duletzki
Head of the Mergers & Acquisitions Group7.5yrsVeri yokVeri yok
Ingo Drechsler
Head of External Relationsno dataVeri yokVeri yok
Neelanjan Banerjee
Head of Lubricants Additives Businessno dataVeri yokVeri yok
6.8yrs
Ortalama Görev Süresi
55yo
Ortalama Yaş

Deneyimli Yönetim: LXS 'un yönetim ekibi deneyimli ve deneyimlidir ( 6.8 yıldır).

Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Lawrence Rosen
Independent Member of Supervisory Board11.1yrs€151.50kVeri yok
Hans Van Bylen
Independent Member of Supervisory Board5.8yrs€189.00kVeri yok
Hans Müller
Member of Supervisory Board2.1yrs€87.82kVeri yok
Uta Kemmerich-Keil
Member of Supervisory Boardless than a yearVeri yokVeri yok
Rainier van Roessel
Chairman of Supervisory Board4.1yrs€258.47kVeri yok
Pamela Knapp
Independent Member of Supervisory Board8.1yrs€181.50kVeri yok
Manuela Strauch
Independent Member of Supervisory Board10.9yrs€143.00kVeri yok
Birgit Biermann
Vice Chairwomen of the Supervisory Board1.1yrsVeri yokVeri yok
Armando Dente
Independent Member of the Supervisory Board5.8yrs€141.50kVeri yok
Iris Schmitz
Member of Supervisory Board4.7yrs€141.50kVeri yok
Cem Güner
Member of the Supervisory Board1.1yrsVeri yokVeri yok
Carsten Hesse
Member of the Supervisory Board1.1yrsVeri yokVeri yok
4.4yrs
Ortalama Görev Süresi
61.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: LXS 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 4.4 yıldır).

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/08 07:02
Gün Sonu Hisse Fiyatı2026/06/05 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

LANXESS Aktiengesellschaft 32 Bu analistlerden 15, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
James KnightBarclays
Anil ShenoyBarclays
Andres Castanos-MollorBerenberg