Halma plc

LSE:HLMA Stok Raporu

Piyasa değeri: UK£17.2b

Halma Yönetim

Yönetim kriter kontrolleri 3/4

Halma CEO'su Marc Ronchetti, Apr2023 tarihinde atandı, in görev süresi 3.08 yıldır. in toplam yıllık tazminatı £ 5.06M olup, şirket hissesi ve opsiyonları dahil olmak üzere 18.5% maaş ve 81.5% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.043% ine doğrudan sahiptir ve bu hisseler £ 7.37M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 4.5 yıl ve 5.1 yıldır.

Anahtar bilgiler

Marc Ronchetti

İcra Kurulu Başkanı

UK£5.1m

Toplam tazminat

CEO maaş yüzdesi18.47%
CEO görev süresi3.1yrs
CEO sahipliği0.04%
Yönetim ortalama görev süresi4.5yrs
Yönetim Kurulu ortalama görev süresi5.1yrs

Son yönetim güncellemeleri

Recent updates

Analiz Güncellemesi Apr 25

HLMA: Higher Assumptions And Neutral Stance Will Support Premium Future P/E

Halma's analyst price target has been adjusted from £40.00 to £41.50. Analysts link this shift to updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E.
Analiz Güncellemesi Apr 09

HLMA: Slightly Higher Assumptions And Neutral Views Will Support Premium P/E

Narrative update on Halma The updated analyst price target for Halma now reflects the recent Street moves to £4,150 per share. Analysts point to slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E as the key drivers behind this change.
Analiz Makalesi Apr 04

We Ran A Stock Scan For Earnings Growth And Halma (LON:HLMA) Passed With Ease

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Analiz Güncellemesi Mar 26

HLMA: Slightly Higher Revenue Assumptions Will Support Premium Future P/E

Halma's analyst price target has shifted higher to £4,150 from £4,000, as analysts point to updated assumptions for slightly stronger revenue growth and valuation multiples, along with modestly adjusted profit margin expectations. Analyst Commentary Recent research presents a mixed but generally balanced view on Halma, with price targets adjusted to reflect updated assumptions on revenue growth, valuation multiples, and profit margins.
Analiz Güncellemesi Mar 11

HLMA: Stable Assumptions And Lower Risk Will Support Premium Future P/E

Analysts have increased their price target on Halma by £4.50, citing updated assumptions on discount rates, profit margins and future P/E levels. Analyst Commentary Bullish Takeaways Bullish analysts link the £4.50 price target uplift to revised discount rate assumptions, suggesting they see Halma's cash flows as less risky than before, which supports a higher valuation multiple.
Analiz Güncellemesi Feb 24

HLMA: Steady Earnings Assumptions Will Likely Sustain Premium Future P/E

Analysts have nudged their price target for Halma higher to £38.69 from £38.38, citing modest adjustments to revenue growth, profit margin and future P/E assumptions following recent research updates, including the latest increase from Berenberg. Analyst Commentary Bullish Takeaways Bullish analysts supporting the higher £38.69 target point to incremental tweaks in revenue and margin assumptions as enough to justify a slightly richer valuation without changing the core thesis on Halma.
Analiz Makalesi Feb 10

Halma (LON:HLMA) Has Some Way To Go To Become A Multi-Bagger

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
Analiz Güncellemesi Feb 07

HLMA: Modest Fair Value Shift Will Likely Support High P/E Expectations

Analysts have slightly increased their price targets on Halma, raising the revised fair value estimate to £38.38 per share from £38.05, reflecting modest adjustments to assumptions on revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent research updates on Halma point to a slightly higher fair value estimate per share at £38.38, alongside an increased price target of 450 GBp in one of the latest notes.
Analiz Güncellemesi Jan 22

HLMA: Higher Fair Value Assumptions Will Likely Support Premium P/E Multiple

Halma's analyst price target has been lifted by £0.72 to £38.05, with analysts pointing to updated assumptions around fair value, revenue growth, profit margins and future P/E levels as key drivers behind the change. Analyst Commentary Bullish Takeaways Bullish analysts see the higher £38.05 target as better reflecting their updated fair value work, which now builds in revised assumptions around revenue, margins and the P/E they are prepared to apply.
Analiz Makalesi Jan 11

What Does Halma plc's (LON:HLMA) Share Price Indicate?

Today we're going to take a look at the well-established Halma plc ( LON:HLMA ). The company's stock saw a decent share...
Analiz Güncellemesi Jan 07

HLMA: Slightly Higher Fair Value Will Likely Support Premium Multiple

Analysts have nudged their price target for Halma slightly higher to £37.33 from £37.11, citing updated assumptions around modestly stronger revenue growth, slightly higher profit margins and a marginally lower future P/E multiple. Valuation Changes Fair Value: Revised slightly higher from £37.11 to £37.33 per share.
Analiz Güncellemesi Dec 15

HLMA: Raised Price Views Will Likely Sustain Premium Multiple Amid Mixed Sentiment

The analyst price target for Halma has been nudged higher, with our updated fair value estimate rising from about £36.67 to £37.11 per share. Analysts highlight a richer future earnings multiple supported by a series of upward target revisions across the Street, despite slightly softer long term growth and margin assumptions.
Analiz Makalesi Dec 15

Is Halma (LON:HLMA) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analiz Makalesi Dec 01

Does Halma (LON:HLMA) Deserve A Spot On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Analiz Güncellemesi Dec 01

HLMA: Upgraded Profit Margins Will Likely Sustain Fair Value Amid Cautious Optimism

Halma’s analyst price target has increased by nearly £2.38 to reflect upgraded forecasts for revenue growth and profit margins. Analysts cite recent positive research updates supporting the company’s outlook.
Analiz Makalesi Nov 18

Halma plc's (LON:HLMA) Business Is Yet to Catch Up With Its Share Price

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") below 16x, you may...
Analiz Güncellemesi Nov 17

HLMA: Margins and Execution Will Support Steady Performance Amid Valuation Caution

Halma's analyst price target has risen modestly, up by approximately £0.09 to £34.30. Analysts highlight improved profit margins and moderate adjustments to growth forecasts.
Analiz Makalesi Nov 05

Returns At Halma (LON:HLMA) Appear To Be Weighed Down

What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
Analiz Güncellemesi Nov 01

HLMA: Upward Pricing Revisions Will Underpin Confidence Despite Valuation Concerns

Halma's analyst price target has increased significantly. Analysts cite improved confidence in the company's high-growth prospects and sustainable margins, as reflected by recent upward revisions to targets such as £3,690 and £3,770 per share.
Analiz Güncellemesi Oct 18

Strong Cash Generation Will Enable Future Investments In Niche Safety And Environmental Technologies

Halma’s analyst price target has increased by approximately £0.24 to £34.20. Analysts cite ongoing revenue growth and recently raised price targets from multiple firms to support the positive outlook.
Analiz Güncellemesi Oct 04

Strong Cash Generation Will Enable Future Investments In Niche Safety And Environmental Technologies

Halma's analyst price target has increased from £32.74 to £33.97 per share, as analysts cite improved revenue growth expectations and confidence in the company's high-return business model. Analyst Commentary Recent street research reflects a mix of optimism and caution among analysts.
Analiz Güncellemesi Sep 19

Strong Cash Generation Will Enable Future Investments In Niche Safety And Environmental Technologies

Analysts have modestly raised Halma’s price target to £32.74, reflecting confidence in its resilient, high-growth business model and acquisition strategy, though some remain cautious on valuation. Analyst Commentary Bullish analysts cite Halma's high-growth, high-returns business model as sustainable, supporting higher valuation multiples.
Analiz Güncellemesi Sep 04

Strong Cash Generation Will Enable Future Investments In Niche Safety And Environmental Technologies

Analysts reaffirm their positive outlook on Halma, citing its strong market position, resilient profitability, and improving growth prospects, with the consensus price target unchanged at £32.39. Analyst Commentary Recognition of Halma’s sustainable high-growth, high-returns business model.
Analiz Makalesi Aug 24

These 4 Measures Indicate That Halma (LON:HLMA) Is Using Debt Safely

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analiz Makalesi Aug 10

Here's Why Halma (LON:HLMA) Has Caught The Eye Of Investors

LSE:HLMA 1 Year Share Price vs Fair Value Explore Halma's Fair Values from the Community and select yours For...
Analiz Makalesi Jul 27

Halma (LON:HLMA) Hasn't Managed To Accelerate Its Returns

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
Analiz Makalesi Jul 13

Halma plc's (LON:HLMA) Business Is Trailing The Market But Its Shares Aren't

Halma plc's ( LON:HLMA ) price-to-earnings (or "P/E") ratio of 41x might make it look like a strong sell right now...
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Yeni Analiz Nov 24

Calculated Acquisitions And Robust R&D Drive Long-Term Growth Amid Market Challenges

Strong cash generation and balance sheet support significant R&D and acquisition investments, ensuring sustainable growth and increased future revenues and earnings.

CEO Tazminat Analizi

Marc Ronchetti'un ücretlendirmesi Halma'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Sep 30 2025n/an/a

UK£347m

Jun 30 2025n/an/a

UK£322m

Mar 31 2025UK£5mUK£934k

UK£296m

Dec 31 2024n/an/a

UK£291m

Sep 30 2024n/an/a

UK£287m

Jun 30 2024n/an/a

UK£278m

Mar 31 2024UK£4mUK£900k

UK£269m

Dec 31 2023n/an/a

UK£253m

Sep 30 2023n/an/a

UK£238m

Jun 30 2023n/an/a

UK£236m

Mar 31 2023UK£2mUK£666k

UK£235m

Dec 31 2022n/an/a

UK£229m

Sep 30 2022n/an/a

UK£224m

Jun 30 2022n/an/a

UK£234m

Mar 31 2022UK£2mUK£482k

UK£244m

Dec 31 2021n/an/a

UK£253m

Sep 30 2021n/an/a

UK£262m

Jun 30 2021n/an/a

UK£233m

Mar 31 2021UK£2mUK£404k

UK£203m

Dec 31 2020n/an/a

UK£190m

Sep 30 2020n/an/a

UK£177m

Jun 30 2020n/an/a

UK£181m

Mar 31 2020UK£2mUK£425k

UK£184m

Tazminat ve Piyasa: Marc 'ın toplam tazminatı ($USD 6.88M ) UK pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 7.22M ).

Tazminat ve Kazançlar: Marc 'in maaşı son bir yılda %20'den fazla arttı.


CEO

Marc Ronchetti (49 yo)

3.1yrs
Görev süresi
UK£5,056,000
Tazminat

Mr. Marc Arthur Ronchetti served as Group Chief Financial Officer of Halma plc since June 30, 2018 until January 16, 2023 and serves as its Executive Director since July 01, 2018 and serves as its Group Ch...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Marc Ronchetti
Group CEO3.1yrsUK£5.06m0.043%
£ 7.4m
Carole Cran
CFO, Member of Executive Board & Executive Director1.1yrsUK£513.00k0.0027%
£ 462.0k
Jennifer Ward
Group Talent12.2yrsUK£2.55m0.010%
£ 1.7m
Catherine Michel
CTO & Member of Executive Board6.7yrsVeri yok0.0020%
£ 344.8k
Funmi Adegoke
CEO of Safety Sector & Member of Executive Board5.7yrsVeri yokVeri yok
Constance Baroudel
Chief Sustainability Officer5.1yrsVeri yok0.012%
£ 2.1m
Steve Brown
Sector Chief Executive of Healthcare & Member of Executive Board4.5yrsVeri yokVeri yok
Aldous Wong
President of Halma Asia Pacific4.3yrsVeri yokVeri yok
Charlene Lim
Group General Counsel & Member of Executive Board1.7yrsVeri yokVeri yok
Charles King
Head of Investor Relationsno dataVeri yokVeri yok
Bill Stoval
CEO of Divisionalno dataVeri yokVeri yok
Rob Lewis
Divisional Chief Executive of Environmental & Analysis Sectorno dataVeri yokVeri yok
4.5yrs
Ortalama Görev Süresi
52yo
Ortalama Yaş

Deneyimli Yönetim: HLMA 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 4.5 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Marc Ronchetti
Group CEO7.8yrsUK£5.06m0.043%
£ 7.4m
Carole Cran
CFO, Member of Executive Board & Executive Director10.3yrsUK£513.00k0.0027%
£ 462.0k
Jennifer Ward
Group Talent9.7yrsUK£2.55m0.010%
£ 1.7m
Giles Francis Kerr
Independent Non-Executive Director2.3yrsUK£77.00k0.00053%
£ 91.4k
Dharmash Mistry
Independent Non-Executive Director5.1yrsUK£77.00k0.00068%
£ 117.2k
Barbara Milian Thoralfsson
Independent Non-Executive Directorless than a yearVeri yok0.000090%
£ 15.5k
Pamela Makin
Independent Non-Executive Chair5.3yrsUK£437.00k0.0027%
£ 456.8k
Andrew La Force
Independent Non-Executive Directorless than a yearVeri yok0.0021%
£ 365.4k
Jo Harlow
Senior Independent Non-Executive Director9.6yrsUK£119.00k0.00053%
£ 91.4k
Sharmila Nebhrajani
Independent Non-Executive Director4.4yrsUK£82.00k0.000050%
£ 8.6k
Liam Condon
Independent Non-Executive Director2.7yrsUK£77.00k0.00026%
£ 44.8k
5.1yrs
Ortalama Görev Süresi
59yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: HLMA 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 5.1 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/08 01:28
Gün Sonu Hisse Fiyatı2026/05/08 00:00
Kazançlar2025/09/30
Yıllık Kazançlar2025/03/31

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

Halma plc 31 Bu analistlerden 14, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Richard PaigeBarclays
Jonathan HurnBarclays
Andrew SimmsBerenberg