Sodexo Yönetim
Yönetim kriter kontrolleri 2/4
Şu anda CEO hakkında yeterli bilgiye sahip değiliz.
Anahtar bilgiler
Thierry Delaporte
İcra Kurulu Başkanı
n/a
Toplam tazminat
| CEO maaş yüzdesi | n/a |
| CEO görev süresi | less than a year |
| CEO sahipliği | n/a |
| Yönetim ortalama görev süresi | 7.7yrs |
| Yönetim Kurulu ortalama görev süresi | 5.2yrs |
Son yönetim güncellemeleri
Recent updates
Anlatı Güncellemesi • Sep 17
SW: Higher P E Assumptions Will Rely On Delivering New Global Contracts
The analyst price target for Sodexo has moved higher to reflect an updated fair value estimate of €54.63, with analysts pointing to improving commercial momentum, more consistent delivery and a series of recent price target upgrades as key supports. Analyst Commentary Recent research on Sodexo highlights a mix of optimism around execution and growth, set against more cautious views on valuation and delivery risks.Anlatı Güncellemesi • Sep 03
SW: Higher P E Assumptions Will Test Execution On Large New Contracts
Analysts have raised the Sodexo fair value estimate from €48.76 to €52.66, reflecting updated price targets and views that recent research supports modestly higher revenue assumptions and a somewhat richer future P/E of around 18x. Analyst Commentary Recent research on Sodexo points to a mixed but generally constructive tone on valuation and execution.
Anlatı Güncellemesi • Aug 14
SW: Transformation Execution Risks Will Likely Limit Benefits Of Recent Contract Wins
Sodexo's analyst fair value estimate has moved from €40.00 to €41.00, with analysts pointing to a series of higher Street price targets and expectations for the company’s multi year transformation as key support for the change. Analyst Commentary Recent Street research on Sodexo shows a wide spread of views on the stock, with several firms adjusting price targets and ratings as they reassess the company’s execution and multi year transformation plans.
Anlatı Güncellemesi • Jul 30
SW: Contract Wins And Shift And Grow Plan Will Support Margin Execution
The analyst fair value estimate for Sodexo has been raised from €50.00 to €65.00, reflecting higher Street price targets around €59 to €64.20 and analyst views that the company is entering a multi year transformation with an adjusted P/E assumption in the updated model. Analyst Commentary Recent research on Sodexo points to a cluster of higher valuation marks across the Street, even where ratings remain cautious.Anlatı Güncellemesi • Jul 16
SW: Higher P E Assumptions Will Challenge Future Cash Flow Resilience
The analyst price target for Sodexo has been raised by about €4 to €48.76, with analysts citing slightly firmer revenue growth assumptions, a marginally lower discount rate and a higher future P/E multiple as key supports for the updated valuation. Analyst Commentary Recent research on Sodexo points to a gradual reset higher in valuation expectations, with several firms lifting their price targets while keeping more cautious stock ratings.Anlatı Güncellemesi • Jul 02
SW: Future Earnings Execution Risks Will Likely Restrain Raised Guidance Benefits
The analyst price target for Sodexo in this Narrative Update moves from €38.50 to €40.00, reflecting valuation work that aligns with recent Street research, where some analysts raised their Sodexo targets, citing updated assumptions around revenue growth, margins and future P/E, even as others trimmed their views. Analyst Commentary Recent Street research on Sodexo shows a split view, with some firms lifting targets while others lean more cautious.Anlatı Güncellemesi • Jun 18
SW: Rebased Expectations Will Highlight Contract Wins And Margin Execution Potential
The Sodexo analyst price target has been revised to €50 from €49, as analysts factor in slightly higher revenue growth and profit margin assumptions, alongside a marginally higher discount rate and a modestly lower future P/E. Analyst Commentary Recent research commentary around Sodexo points to a mix of views, but the latest revision to a €50 price target sits in the context of several earlier adjustments, including both increases and reductions to prior targets.Anlatı Güncellemesi • Jun 04
SW: Reset Discount Rate And Mixed Execution Will Pressure Future Cash Flow Resilience
Analysts have adjusted the Sodexo fair value estimate from €51.15 to about €44.68. This reflects updated price targets in the €44 to €57 range and mixed views on revenue growth, margins and future P/E assumptions.Anlatı Güncellemesi • May 21
SW: Rebased Expectations Will Highlight Contract Wins And Margin Execution Potential
Analysts have made slight adjustments to the blended price target on Sodexo, with recent moves such as Citi lifting its target to €49. This comes alongside a cluster of reductions from other banks, generally reflecting updated views on revenue growth, margins and appropriate future P/E levels.Anlatı Güncellemesi • May 01
SW: Rebased Market Expectations Will Highlight Execution And Cash Generation Potential
The analyst price target for Sodexo has shifted from €65.50 to €50.00. This change is broadly in line with recent cuts from several banks as analysts recalibrate their assumptions on growth, margins and future P/E multiples.Analiz Makalesi • Apr 18
There May Be Reason For Hope In Sodexo's (EPA:SW) Disappointing Earnings
The most recent earnings report from Sodexo S.A. ( EPA:SW ) was disappointing for shareholders. However, our analysis...Anlatı Güncellemesi • Apr 16
SW: Future Dividend Support Will Likely Reflect Mixed Execution And Repriced Earnings Risk
Analysts have trimmed the Sodexo fair value estimate by about €0.80 to €38.50, reflecting recent price target cuts across the Street and updated assumptions for the discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Street research has recently tilted more cautious on Sodexo, with several bearish analysts trimming price targets and revisiting their assumptions for growth and execution.Anlatı Güncellemesi • Apr 02
SW: Future Dividend Support Will Likely Be Limited By Execution And Valuation Risks
The updated analyst price target for Sodexo moves slightly higher to about €39.29 from €39.00, reflecting analysts' adjusted views on growth, margins and P/E assumptions following a series of mixed price target revisions, including a recent upgrade at Jefferies alongside several target cuts from other banks. Analyst Commentary Recent research signals a split view on Sodexo, with one fresh upgrade set against a cluster of earlier, more cautious revisions that focus on valuation, execution and growth risks.Anlatı Güncellemesi • Mar 18
SW: Discount Rate Reset And Dividend Will Support Future Cash Flow Resilience
The analyst price target for Sodexo has been trimmed slightly to €51.15 from €51.39 as analysts factor in a modestly higher discount rate, small adjustments to revenue growth and profit margin assumptions, and a cluster of recent price target cuts across the Street into the €45 to €57 range. Analyst Commentary Recent research has clustered Sodexo's price targets in a relatively tight band, with several trims over the past few months and ratings generally sitting in the middle of the range rather than at clear Buy or Sell extremes.Anlatı Güncellemesi • Mar 04
SW: Future Dividend Support Will Likely Be Constrained By Execution Risks
We trim our Sodexo analyst price target by €1 to align with a series of recent reductions from €45 to €51 by major banks, as analysts factor in updated assumptions on discount rates, modest revenue growth expectations, and slightly softer margin forecasts. Analyst Commentary Recent Street research shows a clear tilt toward more cautious positioning on Sodexo, with several price targets adjusted lower and one downgrade in the mix.Anlatı Güncellemesi • Feb 18
SW: Trimmed Outlook And Dividend Will Shape Future Cash Flow Resilience
The analyst fair value estimate for Sodexo has been trimmed by about €0.18 per share, following a series of price target cuts from around €52 to a range of roughly €45 to €51 as analysts factor in slightly lower long term growth and profitability expectations and modestly adjust discount rates. Analyst Commentary Recent research updates on Sodexo point to a more cautious stance, with several firms trimming price targets and, in one case, lowering the rating.Anlatı Güncellemesi • Feb 04
SW: Higher Discount Rate And Dividend Support Ongoing Cash Flow Resilience
Analysts have trimmed their price expectations for Sodexo. Our updated fair value estimate has moved from €54.44 to €51.56, reflecting recent target cuts and more cautious assumptions on the discount rate, revenue growth, profit margins and future P/E multiples.Anlatı Güncellemesi • Jan 21
SW: Reset Expectations Will Balance Dividend Support And Execution Risks
We are trimming our Sodexo fair value estimate from €51.35 to €39.00 as analysts broadly reset price targets, with several recent updates citing more cautious assumptions on growth, profitability and valuation multiples. Analyst Commentary Recent Street research on Sodexo has turned more cautious, with several bearish analysts trimming price targets and, in one case, cutting the rating.Anlatı Güncellemesi • Jan 06
SW: Higher Discount Rate Will Still Support Cash Flow Resilience
Analysts have trimmed their price target on Sodexo to €58 from €63, citing updated views that are reflected in a slightly higher discount rate and marginally adjusted long term P/E assumptions in their models. Analyst Commentary Analysts are taking a more cautious stance on Sodexo after the latest price target move to €58 from €63, with the update mainly driven by a higher discount rate and adjusted long term P/E assumptions rather than any single new datapoint on the business.Anlatı Güncellemesi • Dec 23
SW: Reset Expectations May Allow Upside From Efficiency Gains And Cash Flow Resilience
Analysts have lowered their price target on Sodexo from EUR 87.17 to EUR 65.50, citing a higher discount rate, slightly softer revenue growth and margin assumptions, and a reduced future P/E multiple that aligns with recent downward revisions in Street targets. Analyst Commentary Recent Street commentary reflects a more cautious stance on Sodexo's valuation, but bullish analysts still highlight several supportive factors for the medium term.Analiz Makalesi • Dec 17
Sodexo (EPA:SW) Has Announced That It Will Be Increasing Its Dividend To €2.70
Sodexo S.A. ( EPA:SW ) has announced that it will be increasing its dividend from last year's comparable payment on the...Anlatı Güncellemesi • Dec 09
SW: Future CEO And Recurring Contracts Will Support Cash Flow Resilience
Analysts have modestly reduced their price target on Sodexo, trimming fair value expectations from approximately EUR 58 to EUR 54. This adjustment reflects slightly lower assumptions for revenue growth, profit margins, and future valuation multiples, as also evidenced by recent Street research.Anlatı Güncellemesi • Nov 25
SW: Future CEO Appointment And Revenue Stability Will Support Improved Market Sentiment
Sodexo's analyst price target has been revised downward by approximately €1.25. Analysts cite slightly softer profit margins and a higher discount rate, even though revenue growth projections remain steady.Analiz Makalesi • Nov 20
Sodexo's (EPA:SW) Upcoming Dividend Will Be Larger Than Last Year's
Sodexo S.A.'s ( EPA:SW ) dividend will be increasing from last year's payment of the same period to €2.70 on 23rd of...Anlatı Güncellemesi • Nov 05
SW: Future Leadership Transition and Expanding Contracts Will Drive Improved Sentiment
Analysts have revised Sodexo's average price target downward, decreasing it by approximately EUR 5 to EUR 59. This reflects a more cautious outlook based on updated profitability and growth expectations.Analiz Makalesi • Nov 03
Sodexo's (EPA:SW) Dividend Will Be Increased To €2.70
The board of Sodexo S.A. ( EPA:SW ) has announced that it will be paying its dividend of €2.70 on the 23rd of December...Anlatı Güncellemesi • Oct 22
Analyst Commentary Highlights Adjusted Outlook for Sodexo Amid Leadership Change and Renewed Contracts
The analyst consensus price target for Sodexo has been lowered by EUR 2 to EUR 59. This change reflects slightly reduced expectations for revenue growth and profit margins, according to recent analyst updates.Anlatı Güncellemesi • Oct 08
North American Education And Healthcare Deals Will Drive Future Success
Analysts have slightly reduced their price target for Sodexo from €61 to €59, citing minor adjustments in fair value and outlook metrics. Analyst Commentary Recent analysis reflects a nuanced view of Sodexo’s prospects, with opinions split between optimism regarding the company’s fundamentals and caution linked to valuation and execution risks.Anlatı Güncellemesi • Sep 02
North American Education And Healthcare Deals Will Drive Future Success
Analysts have modestly reduced Sodexo’s price target to €66.78, citing concerns over slower margin improvement, uncertainty around client retention and new business wins, and persistent macroeconomic headwinds. Analyst Commentary Bearish analysts are reducing price targets, citing concerns around Sodexo’s near-term growth outlook.
Yeni Anlatı • Nov 12
Critical Growth In Food And FM Services Boosts Potential Amid Expansion Challenges
Strategic acquisitions and a focused operational pivot are set to boost Sodexo's revenue growth and improve margins.CEO
Thierry Delaporte (59 yo)
less than a year
Görev süresi
Mr. Thierry Delaporte is Chief Executive Officer of Sodexo, Inc. He has been Group Chief Executive Officer of Sodexo S.A. since November 10, 2025. He is Chief Executive Officer of Sodexo North America sinc...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| CEO Sodexo Live! & Worldwide and Director | 11yrs | €1.75m | 0.0083% € 688.9k | |
| Group CEO & Chief Executive Officer of Sodexo North America | less than a year | Veri yok | Veri yok | |
| Group Chief Financial Officer | 2.3yrs | Veri yok | Veri yok | |
| Group Chief Tech | no data | Veri yok | Veri yok | |
| Head of Investor Relations | no data | Veri yok | Veri yok | |
| Group General Counsel | 8yrs | Veri yok | Veri yok | |
| Group Chief Communications & Public Affairs Officer | no data | Veri yok | Veri yok | |
| Group Chief Human Resources Officer | less than a year | Veri yok | Veri yok | |
| Chief Executive Officer of Pluxee | no data | Veri yok | Veri yok | |
| Chief Growth & Commercial Officer | 9.3yrs | Veri yok | Veri yok | |
| President of APMEA | 7.7yrs | Veri yok | Veri yok | |
| President of Europe | 7.7yrs | Veri yok | Veri yok |
7.7yrs
Ortalama Görev Süresi
53.5yo
Ortalama Yaş
Deneyimli Yönetim: SW 'un yönetim ekibi deneyimli ve deneyimlidir ( 7.7 yıldır).
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| CEO Sodexo Live! & Worldwide and Director | 37.2yrs | €1.75m | 0.0083% € 688.9k | |
| Director | 37.2yrs | €638.69k | 0.025% € 2.1m | |
| Non-Independent Director | 3.8yrs | €815.62k | Veri yok | |
| Lead Independent Director | 2.8yrs | €107.00k | 0.00051% € 42.4k | |
| Independent Director | 6.7yrs | €152.00k | 0.00027% € 22.5k | |
| Independent Director | less than a year | Veri yok | Veri yok | |
| Independent Director | less than a year | Veri yok | Veri yok | |
| Independent Director | 4.8yrs | €121.50k | 0.00027% € 22.5k | |
| Independent Director | 5.7yrs | €72.50k | 0.00027% € 22.5k | |
| Chairwoman | 37.2yrs | €2.94m | 0.0055% € 454.3k | |
| Employee Representative Director | 11yrs | €92.00k | Veri yok | |
| Employee Representative Director | 1.8yrs | €40.60k | Veri yok |
5.2yrs
Ortalama Görev Süresi
61.5yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: SW 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 5.2 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/20 04:08 |
| Gün Sonu Hisse Fiyatı | 2026/09/18 00:00 |
| Kazançlar | 2026/02/28 |
| Yıllık Kazançlar | 2025/08/31 |
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.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* 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 kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan 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
Sodexo S.A. 28 Bu analistlerden 17, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Pravin Gondhale | Barclays |
| Stuart Gordon | Berenberg |
| Jack Cummings | Berenberg |