Hapag-Lloyd Aktiengesellschaft

XTRA:HLAG Stok Raporu

Piyasa değeri: €20.5b

Hapag-Lloyd Yönetim

Yönetim kriter kontrolleri 3/4

Şu anda CEO hakkında yeterli bilgiye sahip değiliz.

Anahtar bilgiler

Rolf E. Jansen

İcra Kurulu Başkanı

€4.4m

Toplam tazminat

CEO maaş yüzdesi22.95%
CEO görev süresi12.2yrs
CEO sahipliğin/a
Yönetim ortalama görev süresi6.6yrs
Yönetim Kurulu ortalama görev süresi9yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi • Jun 02

HLAG: ZIM Acquisition Is Expected To Support Earnings Resilience And Re Rating

Hapag-Lloyd's analyst price target has shifted lower from €145 to €131, as analysts factor in updated assumptions around profit margins, discount rates, and a substantially higher future P/E multiple, while also weighing recent mixed Street research that includes both a modest target cut and an upgrade to Hold. Analyst Commentary Recent Street research on Hapag-Lloyd presents a mixed picture, but there are clear pockets of optimism that investors are watching closely.
Analiz Makalesi • May 21

Hapag-Lloyd's (ETR:HLAG) Anemic Earnings Might Be Worse Than You Think

The subdued market reaction suggests that Hapag-Lloyd Aktiengesellschaft's ( ETR:HLAG ) recent earnings didn't contain...
Anlatı Güncellemesi • Apr 30

HLAG: ZIM Deal And Slower Fleet Expansion Will Shape Future Returns

Analysts have trimmed their average Hapag-Lloyd price target slightly, with small cuts from banks such as Citi and Berenberg offset by a higher €149 target from an upgraded Hold rating. This reflects mixed views on the impact of slowing fleet growth and the proposed ZIM acquisition.
Anlatı Güncellemesi • Apr 15

HLAG: ZIM Acquisition Risk And Compressed Margins Will Limit Future Upside

Analysts have trimmed Hapag-Lloyd's fair value estimate to €100 from €104.18, linking the modest shift to updated assumptions on discount rate, revenue growth and margins. They also highlighted recent research that points to slower fleet growth and the ZIM acquisition as key factors shaping the refreshed price views.
Anlatı Güncellemesi • Apr 01

HLAG: ZIM Acquisition Progress Will Support Earnings Resilience And Re Rating

The analyst fair value estimate for Hapag-Lloyd has increased from €130 to €145, reflecting updated views on revenue growth, profitability and the P/E ratio, and citing factors such as slower fleet growth and the planned ZIM acquisition as key supports for the higher price target. Analyst Commentary Recent research points to a more constructive tone around Hapag-Lloyd, with several bullish analysts highlighting specific catalysts that they see as supportive for the updated fair value estimate of €145.
Anlatı Güncellemesi • Mar 18

HLAG: ZIM Deal Uncertainty And Slower Fleet Expansion Will Restrict Future Upside

Narrative Update: Hapag-Lloyd The analyst price target for Hapag-Lloyd moves from €100.14 to €104.18. Analysts point to slowing fleet growth and the proposed ZIM acquisition, along with its perceived execution profile, as key supports for the revised view.
Anlatı Güncellemesi • Mar 04

HLAG: ZIM Deal Uncertainty Will Outweigh Benefits From Methanol Fleet Renewal

Analysts have lowered their Hapag-Lloyd price target by €1, reflecting slightly revised assumptions for the discount rate, revenue growth and profit margin following recent deal-related commentary and sector research. Analyst Commentary Recent Street research around the proposed ZIM Integrated acquisition has given investors more detail on how some bullish analysts are thinking about Hapag-Lloyd's risk and reward profile.
Anlatı Güncellemesi • Feb 17

HLAG: Methanol-Focused Fleet Renewal Will Support Margins Despite Revenue Headwinds

Analysts have trimmed their price targets on Hapag-Lloyd, with recent cuts of €1 and a move from €132 to €120. This reflects more cautious expectations on revenue trends, even as updated assumptions point to a higher profit margin and a lower future P/E multiple.
Anlatı Güncellemesi • Feb 03

HLAG: Lowered Price Outlook Will Limit Upside Despite Planned Greener Fleet Expansion

Analysts have trimmed their price target for Hapag-Lloyd to €120 from €132, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E that together point to a more cautious outlook for the shares. Analyst Commentary Recent research points to a more measured stance on Hapag-Lloyd, with the revised €120 price target and a Hold rating signalling that analysts see a balance of upside and downside risks at current levels.
Analiz Makalesi • Jan 26

Does Hapag-Lloyd (ETR:HLAG) 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...
Anlatı Güncellemesi • Jan 20

HLAG: Higher Required Returns Will Restrain Overvalued Shares Despite New Green Fleet Plans

Analysts have reduced their fair value estimate for Hapag-Lloyd by about €3 per share, bringing it in line with a lowered Street price target of €120 and reflecting updated views on discount rates, revenue trends and expected P/E levels. Analyst Commentary Bullish Takeaways Bullish analysts view the updated €120 target as broadly consistent with current assumptions on discount rates and P/E levels, suggesting the stock is closer to what they see as fair value after recent model adjustments.
Analiz Makalesi • Jan 11

Hapag-Lloyd Aktiengesellschaft's (ETR:HLAG) Price Is Right But Growth Is Lacking

With a price-to-earnings (or "P/E") ratio of 14.3x Hapag-Lloyd Aktiengesellschaft ( ETR:HLAG ) may be sending bullish...
Anlatı Güncellemesi • Jan 05

HLAG: Lowered Fair Value Will Limit Upside Despite Efficiency Investments

Analysts have trimmed their price target on Hapag-Lloyd, with one recent Street target moving to €120 from €132. This reflects updated assumptions around a fair value of €65, a revised discount rate of 5.52%, adjusted revenue expectations, and a lower future P/E of 8.77x supported by higher projected profit margins of 8.43%.
Anlatı Güncellemesi • Dec 14

HLAG: Revenue Headwinds Will Be Balanced By Margin And Brazil Terminal Upside

Analysts have reduced their price target on Hapag-Lloyd from EUR 140 to EUR 130, reflecting a more cautious outlook on revenue growth, partially offset by expectations for improved profit margins and a lower future P/E multiple. Analyst Commentary Bullish analysts note that the recent reduction in price targets largely reflects a recalibration of medium term expectations rather than a fundamental shift in the company’s long term earnings power.
Anlatı Güncellemesi • Nov 30

HLAG: Rising Discount Rate Will Limit Shares As Sector Pressures Mount

Analysts have lowered their price target for Hapag-Lloyd from €132 to €120, citing slightly weaker growth forecasts and an uptick in the discount rate as key factors in the revision. Analyst Commentary Recent updates from street research reflect mixed perspectives on Hapag-Lloyd's outlook following the updated price target.
Anlatı Güncellemesi • Nov 16

HLAG: Weaker Earnings Momentum Will Weigh On Shares Amid Ongoing Market Softness

Analysts have reduced their price target for Hapag-Lloyd, with levels now ranging from EUR 92 to EUR 132. They cite recent earnings results and updated company forecasts as key factors for the adjustment.
Analiz Makalesi • Nov 04

Is Hapag-Lloyd Aktiengesellschaft (ETR:HLAG) Expensive For A Reason? A Look At Its Intrinsic Value

Key Insights Hapag-Lloyd's estimated fair value is €97.77 based on 2 Stage Free Cash Flow to Equity Hapag-Lloyd is...
Anlatı Güncellemesi • Nov 01

HLAG: Shipping Rates And Demand Uncertainty Will Drive Shares Lower

Analysts have slightly revised their price targets downward for Hapag-Lloyd, with fair value estimates trimming from approximately €107.09 to €104.91. This adjustment is due to model updates and cautious outlooks following recent earnings.
Anlatı Güncellemesi • Oct 18

Container Shipping Demands Will Exacerbate Margin Compression

Analysts have lowered their price targets for Hapag-Lloyd, with notable reductions including EUR 132 from EUR 170 and EUR 92 from EUR 93. These changes are due to adjustments to models following the company's second-quarter results and updated earnings expectations.
Anlatı Güncellemesi • Oct 04

Container Shipping Demands Will Exacerbate Margin Compression

Hapag-Lloyd's analyst price target has been adjusted downward, with recent updates reflecting a modest decrease. This change is driven by analysts responding to updated financial models and ongoing sector headwinds.
Analiz Makalesi • Oct 02

Hapag-Lloyd Aktiengesellschaft's (ETR:HLAG) Earnings Are Not Doing Enough For Some Investors

Hapag-Lloyd Aktiengesellschaft's ( ETR:HLAG ) price-to-earnings (or "P/E") ratio of 8.6x might make it look like a...
Analiz Makalesi • Sep 16

Does Hapag-Lloyd (ETR:HLAG) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analiz Makalesi • Sep 01

What Is Hapag-Lloyd Aktiengesellschaft's (ETR:HLAG) Share Price Doing?

Hapag-Lloyd Aktiengesellschaft ( ETR:HLAG ) saw significant share price movement during recent months on the XTRA...
Anlatı Güncellemesi • Aug 27

Container Shipping Demands Will Exacerbate Margin Compression

Despite a slight improvement in revenue growth forecasts, a modest reduction in Hapag-Lloyd’s future P/E ratio has contributed to the consensus analyst price target decreasing from €112.00 to €108.55. What's in the News Hapag-Lloyd raised its 2025 earnings guidance, now expecting Group EBIT of USD 0.25 to 1.25 billion (EUR 0.2 to 1.1 billion).
Analiz Makalesi • Aug 17

Hapag-Lloyd Aktiengesellschaft Just Beat Revenue By 9.6%: Here's What Analysts Think Will Happen Next

XTRA:HLAG 1 Year Share Price vs Fair Value Explore Hapag-Lloyd's Fair Values from the Community and select yours Last...
Analiz Makalesi • Aug 12

We Like These Underlying Return On Capital Trends At Hapag-Lloyd (ETR:HLAG)

XTRA:HLAG 1 Year Share Price vs Fair Value Explore Hapag-Lloyd's Fair Values from the Community and select yours...
Analiz Makalesi • Jul 20

A Look At The Intrinsic Value Of Hapag-Lloyd Aktiengesellschaft (ETR:HLAG)

Key Insights The projected fair value for Hapag-Lloyd is €106 based on 2 Stage Free Cash Flow to Equity Current share...
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Yeni Anlatı • Nov 24

New Fleet And Gemini Network Challenge Margins But High Asia Demand Holds Promise

Elevated capital and operating expenses from ship purchases and regulatory compliance could strain cash flow and compress net margins, affecting near-term earnings.

CEO Tazminat Analizi

Rolf E. Jansen'un ücretlendirmesi Hapag-Lloyd'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Mar 31 2026n/an/a

€248m

Dec 31 2025n/an/a

€910m

Sep 30 2025n/an/a

€2b

Jun 30 2025n/an/a

€2b

Mar 31 2025n/an/a

€3b

Dec 31 2024€4m€1m

€2b

Sep 30 2024n/an/a

€1b

Jun 30 2024n/an/a

€764m

Mar 31 2024n/an/a

€1b

Dec 31 2023€3m€1m

€3b

Sep 30 2023n/an/a

€6b

Jun 30 2023n/an/a

€11b

Mar 31 2023n/an/a

€15b

Dec 31 2022€3m€850k

€17b

Sep 30 2022n/an/a

€17b

Jun 30 2022n/an/a

€15b

Mar 31 2022n/an/a

€12b

Dec 31 2021€3m€800k

€9b

Sep 30 2021n/an/a

€6b

Jun 30 2021n/an/a

€3b

Mar 31 2021n/an/a

€2b

Dec 31 2020€3m€750k

€927m

Sep 30 2020n/an/a

€605m

Jun 30 2020n/an/a

€503m

Mar 31 2020n/an/a

€292m

Dec 31 2019€2m€750k

€362m

Tazminat ve Piyasa: Rolf E. 'ın toplam tazminatı ($USD 5.04M ) German pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 5.55M ).

Tazminat ve Kazançlar: Rolf E. şirketinin tazminatı %20'den fazla artarken, şirketin kazancı geçen yıl %20'den fazla düştü.

CEO

Rolf E. Jansen (60 yo)

12.2yrs
Görev süresi
€4,357,300
Tazminat

Mr. Rolf E. Habben Jansen has been the Chief Executive Officer and Chairman of the Executive Board at Hapag-Lloyd Aktiengesellschaft since July 1, 2014 and its Member of Executive Board since joining in Ap...

Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Rolf E. Jansen
Chairman of the Executive Board & CEO12.2yrs€4.36mVeri yok
Mark Frese
CFO, Chief Procurement Officer & Member of Executive Board6.6yrs€3.04mVeri yok
Maximilian Rothkopf
COO & Member of Executive Board7.1yrs€2.79mVeri yok
Donya-Florence Amer
CHRO, Chief Information Officer4.3yrs€2.04mVeri yok
Dheeraj Bhatia
Chief Terminal & Infrastructure Officer and Member of Executive Board2.4yrs€840.20kVeri yok
Felix Albrecht
Employee Representative Member of Supervisory Board & Second Engineer Officer9.4yrs€123.50kVeri yok
Silke Lehmkoster
Head of Fleet Management & Employee Representative Member of Supervisory Boardno data€166.20kVeri yok
Michael Kastl
MD of Treasuryno dataVeri yokVeri yok
Thomas Mansfeld
General Counsel & Chief Compliance Officerno dataVeri yokVeri yok
Lars Sorensen
Senior Managing Director of Region Middle East2.4yrsVeri yokVeri yok
6.6yrs
Ortalama Görev Süresi
53yo
Ortalama Yaş

Deneyimli Yönetim: HLAG 'un yönetim ekibi deneyimli ve deneyimlidir ( 6.6 yıldır).

Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Felix Albrecht
Employee Representative Member of Supervisory Board & Second Engineer Officer7.3yrs€123.50kVeri yok
Silke Lehmkoster
Head of Fleet Management & Employee Representative Member of Supervisory Board3.8yrs€166.20kVeri yok
Michael Behrendt
Independent Member of Supervisory Board11.5yrs€336.00kVeri yok
Andreas Rittstieg
Member of Supervisory Board4.1yrs€96.00kVeri yok
Karl Gernandt
Chairman of Supervisory Board17.3yrs€214.00kVeri yok
Peter Graeser
Employee Representative Member of Supervisory Board2.6yrs€15.00kVeri yok
Oscar Hasbun Martinez
Second Vice Chairman of Supervisory Board11.5yrs€222.00kVeri yok
Sabine Nieswand
Employee Representative Member of Supervisory Board9.8yrs€123.50kVeri yok
Klaus Schroeter
Employee Representative First Deputy Chairman of Supervisory Board9.8yrs€211.20kVeri yok
Annabell Kroger
Employee Representative Member of Supervisory Board9yrs€138.70kVeri yok
Turqi Alnowaiser
Independent Member of Supervisory Board8.3yrs€126.00kVeri yok
Ali bin Jassim Bin Mohamed Jassim Al Thani
Independent Member of Supervisory Board9.1yrs€142.00kVeri yok
9.0yrs
Ortalama Görev Süresi
64yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: HLAG 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 9 yıldır).

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/12 23:48
Gün Sonu Hisse Fiyatı2026/06/12 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

Hapag-Lloyd Aktiengesellschaft 20 Bu analistlerden 9, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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Marco LimiteBarclays
Benjamin ThielmannBerenberg
Robert JoynsonBNP Paribas