View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsDeutsche Post 将来の成長Future 基準チェック /26Deutsche Post利益と収益がそれぞれ年間9.2%と4.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に16.6% 9.6%なると予測されています。主要情報9.2%収益成長率9.62%EPS成長率Logistics 収益成長17.1%収益成長率4.5%将来の株主資本利益率16.63%アナリストカバレッジGood最終更新日30 Aug 2024今後の成長に関する最新情報お知らせ • Oct 11Deutsche Post AG Revises Earnings Guidance for the Full Year 2022Deutsche Post AG revised earnings guidance for the full year 2022. 2022 EBIT guidance (currently: EUR 8.0 billion. +/-5%) will be revised upwards with the formal release of full third quarter of 2022 earnings.お知らせ • Aug 06Deutsche Post AG Confirms Earnings Guidance for the Year 2022 and 2024Deutsche Post AG confirmed earnings guidance for the year 2022 and 2024. The Group confirms its 2022 EBIT guidance of EUR 8.0 billion (+ /- 5%) even in consideration of a possible global economic downturn in the second half of 2022. Due to the increasing uncertain global economic development, the Group published scenario-based sensitivities for its 2022 EBIT guidance: If global GDP growth slows in the second half of the year, the Group expects EBIT in the upper half of its guidance (between EUR 8.0 billion and EUR 8.4 billion) - Even assuming a sharp slowdown of the global economy in the second half of 2022, the Group expects EBIT in the lower half of its guidance (between EUR 7.6 and 8.0 billion) - With unchanged business momentum, the Group even considers an EBIT of more than EUR 8.4 billion being achievable.The Group also confirms its mid-term EBIT guidance of around EUR 8.5 billion for 2024.お知らせ • Apr 11Deutsche Post Ag Revises Earnings Guidance for the Full Year of 2021Deutsche Post AG revised earnings guidance for the full year of 2021. For the year, the company now expects a Group EBIT to be 'significantly above' EUR 5.6 billion .お知らせ • Oct 08Deutsche Post AG Revises Earnings Guidance for the Full Year of 2020Deutsche Post AG revised earnings guidance for the full year of 2020. Based on preliminary group results for the month of September and hence third quarter of 2020, management has assessed the outlook for the remainder of the year. The overall positive development of the group's businesses going out of second quarter of 2020 has continued well through the third quarter. The reported group-EBIT is expected between EUR 4.1 billion to EUR 4.4 billion compared to EUR 3.5 billion to EUR 3.8 billion previous guidance for the same period.すべての更新を表示Recent updatesReported Earnings • Aug 04Second quarter 2024 earnings released: EPS: €0.64 (vs €0.82 in 2Q 2023)Second quarter 2024 results: EPS: €0.64 (down from €0.82 in 2Q 2023). Revenue: €20.6b (up 2.7% from 2Q 2023). Net income: €744.0m (down 24% from 2Q 2023). Profit margin: 3.6% (down from 4.9% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • May 12+ 3 more updatesDeutsche Post AG to Report Nine Months, 2025 Results on Nov 06, 2025Deutsche Post AG announced that they will report nine months, 2025 results on Nov 06, 2025New Risk • May 09New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 77% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.Reported Earnings • May 09First quarter 2024 earnings released: EPS: €0.63 (vs €0.76 in 1Q 2023)First quarter 2024 results: EPS: €0.63 (down from €0.76 in 1Q 2023). Revenue: €20.9b (down 1.4% from 1Q 2023). Net income: €743.0m (down 18% from 1Q 2023). Profit margin: 3.6% (down from 4.3% in 1Q 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Upcoming Dividend • Apr 29Upcoming dividend of €1.85 per shareEligible shareholders must have bought the stock before 06 May 2024. Payment date: 08 May 2024. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 4.8%. Within top quartile of Swiss dividend payers (4.2%). Higher than average of industry peers (3.2%).お知らせ • Mar 14DHL Appoints Tay Yi Ning as Head of Asia Pacific Innovation Centre in SingaporeDHL appointed Tay Yi Ning as the new Head of Asia Pacific Innovation Centre in Singapore. In her new role, Ning plans to further advance the innovation centre's position to become a reference for futuristic logistics solutions and customer centricity. She also leads a team dedicated to driving innovation-focused customer engagements and fostering open and collaborative discussions among solutions providers and start-ups. Ning comes with nearly 20 years of customer relations expertise at DHL and brings with her a sound understanding of customers' unique logistics challenges and industry insights from across the region. Ning started her career at DHL Group in 2008 in the technology business development team of DHL Global Forwarding. In 2015, she moved to the DHL CSI team as Regional Customer Director for the technology sector and supported highly strategic customers, where she remained until she assumed her latest role.Reported Earnings • Mar 07Full year 2023 earnings released: EPS: €3.09 (vs €4.41 in FY 2022)Full year 2023 results: EPS: €3.09 (down from €4.41 in FY 2022). Revenue: €84.5b (down 11% from FY 2022). Net income: €3.68b (down 31% from FY 2022). Profit margin: 4.3% (down from 5.7% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 9% per year.New Risk • Nov 12New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 81% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.Reported Earnings • Nov 12Third quarter 2023 earnings released: EPS: €0.68 (vs €1.02 in 3Q 2022)Third quarter 2023 results: EPS: €0.68 (down from €1.02 in 3Q 2022). Revenue: €19.4b (down 19% from 3Q 2022). Net income: €807.0m (down 34% from 3Q 2022). Profit margin: 4.2% (down from 5.1% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 12% per year.Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: €0.82 (vs €1.20 in 2Q 2022)Second quarter 2023 results: EPS: €0.82 (down from €1.20 in 2Q 2022). Revenue: €20.1b (down 16% from 2Q 2022). Net income: €978.0m (down 33% from 2Q 2022). Profit margin: 4.9% (down from 6.1% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, while revenues in the Logistics industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 18% per year.お知らせ • Jul 26Deutsche Post AG (XTRA:DHL) signed an agreement to acquire Mng Kargo Yurtici ve Yurtdisi Tasimacilik A.S.Deutsche Post AG (XTRA:DHL) signed an agreement to acquire Mng Kargo Yurtici ve Yurtdisi Tasimacilik A.S. on July 25, 2023. The transaction is subject to merger control clearance by the Turkish Competition Authority as well as approval of the Turkish Information and Communications Technologies Authority.お知らせ • May 18Deutsche Bahn Reportedly Not in Hurry to Start Schenker Sales ProcessGerman railway operator Deutsche Bahn AG has still not fixed a date to begin the sales process for its logistics business Schenker AG, which could be valued at up to EUR 15 billion, German paper Handelsblatt reported on May 17, 2023. The railway operator has been evaluating the potential sales since 2022. Deutsche Bahn and Schenker are in the process of gathering all the necessary facts for a possible sales process. Once the facts are collected, all options will be examined, Schenker Chief Executive Officer Jochen Thewes and Deutsche Bahn’s Chief Financial Officer Levin Holle said in a letter to employees seen by Handelsblatt. “We prepare everything with the necessary care and without pressure,” the two executives said in the letter. While Deutsche Bahn is interested in reaching a result quickly, the company must act carefully and take into account the current situation, especially on the financial markets, in order to achieve the best possible outcome. Overall, Schenker will be sold only if the deal is financially advantageous for Deutsche Bank and opens up growth opportunities for Schenker, they added. According to a bidder cited by Handelsblatt, Deutsche Bahn may have missed the right time for the sale as the market environment has now become unfavourable. Reportedly, Schenker has also attracted the interest of rival companies such as Danish DSV A/S (CPSE:DSV) and Deutsche Post AG (XTRA:DPW).Reported Earnings • May 06First quarter 2023 earnings released: EPS: €0.76 (vs €1.10 in 1Q 2022)First quarter 2023 results: EPS: €0.76 (down from €1.10 in 1Q 2022). Revenue: €20.9b (down 8.3% from 1Q 2022). Net income: €911.0m (down 33% from 1Q 2022). Profit margin: 4.4% (down from 5.9% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, while revenues in the Logistics industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Apr 28Upcoming dividend of €1.85 per share at 4.3% yieldEligible shareholders must have bought the stock before 05 May 2023. Payment date: 09 May 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Swiss dividend payers (4.3%). Higher than average of industry peers (2.9%).Reported Earnings • Mar 12Full year 2022 earnings released: EPS: €4.41 (vs €4.10 in FY 2021)Full year 2022 results: EPS: €4.41 (up from €4.10 in FY 2021). Revenue: €97.4b (up 19% from FY 2021). Net income: €5.36b (up 6.1% from FY 2021). Profit margin: 5.5% (down from 6.2% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 2.7% decline forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 16Deutsche Post Reportedly Eyes Takeover of Deutsche Bahn's SchenkerDeutsche Post AG (XTRA:DPW) subsidiary DHL is interested in buying Schenker, the logistics subsidiary of German rail operator Deutsche Bahn AG, Manager Magazin reported, citing people familiar with the matter. The report said Schenker could be sold at a price well below 20 billion euros due to a slowdown in the logistics sector. A spokesperson for Deutsche Post would not comment on the report. Deutsche Bahn also declined to comment on the report.お知らせ • Oct 11Deutsche Post AG Revises Earnings Guidance for the Full Year 2022Deutsche Post AG revised earnings guidance for the full year 2022. 2022 EBIT guidance (currently: EUR 8.0 billion. +/-5%) will be revised upwards with the formal release of full third quarter of 2022 earnings.Reported Earnings • Aug 07Second quarter 2022 earnings released: EPS: €1.20 (vs €1.05 in 2Q 2021)Second quarter 2022 results: EPS: €1.20 (up from €1.05 in 2Q 2021). Revenue: €24.0b (up 25% from 2Q 2021). Net income: €1.46b (up 13% from 2Q 2021). Profit margin: 6.1% (down from 6.7% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is expected to shrink by 5.0% compared to a 1.6% growth forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 06Deutsche Post AG Confirms Earnings Guidance for the Year 2022 and 2024Deutsche Post AG confirmed earnings guidance for the year 2022 and 2024. The Group confirms its 2022 EBIT guidance of EUR 8.0 billion (+ /- 5%) even in consideration of a possible global economic downturn in the second half of 2022. Due to the increasing uncertain global economic development, the Group published scenario-based sensitivities for its 2022 EBIT guidance: If global GDP growth slows in the second half of the year, the Group expects EBIT in the upper half of its guidance (between EUR 8.0 billion and EUR 8.4 billion) - Even assuming a sharp slowdown of the global economy in the second half of 2022, the Group expects EBIT in the lower half of its guidance (between EUR 7.6 and 8.0 billion) - With unchanged business momentum, the Group even considers an EBIT of more than EUR 8.4 billion being achievable.The Group also confirms its mid-term EBIT guidance of around EUR 8.5 billion for 2024.Reported Earnings • May 06First quarter 2022 earnings released: EPS: €1.10 (vs €0.96 in 1Q 2021)First quarter 2022 results: EPS: €1.10 (up from €0.96 in 1Q 2021). Revenue: €22.6b (up 19% from 1Q 2021). Net income: €1.35b (up 14% from 1Q 2021). Profit margin: 6.0% (down from 6.2% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to stay flat compared to a 1.6% growth forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 02Upcoming dividend of €1.80 per shareEligible shareholders must have bought the stock before 09 May 2022. Payment date: 11 May 2022. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 4.4%. Within top quartile of Swiss dividend payers (3.8%). Higher than average of industry peers (3.1%).Reported Earnings • Mar 11Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €4.10 (up from €2.41 in FY 2020). Revenue: €82.2b (up 23% from FY 2020). Net income: €5.05b (up 70% from FY 2020). Profit margin: 6.2% (up from 4.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.5%. Over the next year, revenue is forecast to grow 1.7%, compared to a 6.1% growth forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 08Third quarter 2021 earnings released: EPS €0.88 (vs €0.69 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €20.0b (up 23% from 3Q 2020). Net income: €1.09b (up 28% from 3Q 2020). Profit margin: 5.4% (up from 5.2% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 25% per year.Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS €1.05 (vs €0.43 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €19.5b (up 23% from 2Q 2020). Net income: €1.29b (up 146% from 2Q 2020). Profit margin: 6.6% (up from 3.3% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year and the company’s share price has also increased by 21% per year.Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improved over the past weekAfter last week's 28% share price gain to €63.24, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Logistics industry in Europe. Total returns to shareholders of 103% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF91.37 per share.Reported Earnings • May 08First quarter 2021 earnings released: EPS €0.96 (vs €0.24 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €19.3b (up 23% from 1Q 2020). Net income: €1.19b (up 295% from 1Q 2020). Profit margin: 6.2% (up from 1.9% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 7% per year.Upcoming Dividend • Apr 30Upcoming dividend of €1.35 per shareEligible shareholders must have bought the stock before 07 May 2021. Payment date: 11 May 2021. Trailing yield: 2.8%. Lower than top quartile of Swiss dividend payers (3.6%). Higher than average of industry peers (1.9%).お知らせ • Apr 11Deutsche Post Ag Revises Earnings Guidance for the Full Year of 2021Deutsche Post AG revised earnings guidance for the full year of 2021. For the year, the company now expects a Group EBIT to be 'significantly above' EUR 5.6 billion .お知らせ • Mar 11+ 1 more updateDeutsche Post AG, Annual General Meeting, May 06, 2022Deutsche Post AG, Annual General Meeting, May 06, 2022.Reported Earnings • Mar 10Full year 2020 earnings released: EPS €2.41 (vs €2.13 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €68.9b (up 8.4% from FY 2019). Net income: €2.98b (up 14% from FY 2019). Profit margin: 4.3% (up from 4.1% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 5% per year.Analyst Estimate Surprise Post Earnings • Mar 10Revenue beats expectationsRevenue exceeded analyst estimates by 0.3%. Over the next year, revenue is forecast to stay flat compared to a 5.8% growth forecast for the Logistics industry in Switzerland.Analyst Estimate Surprise Post Earnings • Nov 11Revenue misses expectationsRevenue missed analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 1.3%, compared to a 2.3% growth forecast for the Logistics industry in Switzerland.Reported Earnings • Nov 11Third quarter 2020 earnings released: EPS €0.69The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €16.8b (up 7.8% from 3Q 2019). Net income: €851.0m (up 52% from 3Q 2019). Profit margin: 5.1% (up from 3.6% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 1% per year.お知らせ • Oct 08Deutsche Post AG Revises Earnings Guidance for the Full Year of 2020Deutsche Post AG revised earnings guidance for the full year of 2020. Based on preliminary group results for the month of September and hence third quarter of 2020, management has assessed the outlook for the remainder of the year. The overall positive development of the group's businesses going out of second quarter of 2020 has continued well through the third quarter. The reported group-EBIT is expected between EUR 4.1 billion to EUR 4.4 billion compared to EUR 3.5 billion to EUR 3.8 billion previous guidance for the same period.Is New 90 Day High Low • Oct 07New 90-day high: CHF45.00The company is up 18% from its price of CHF38.03 on 08 July 2020. The Swiss market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Logistics industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF50.06 per share.業績と収益の成長予測SWX:DPW - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202690,9164,2343,3999,3671012/31/202587,3643,9193,0558,2781112/31/202484,0603,4362,8438,379106/30/202482,0423,2725,5508,626N/A3/31/202481,4973,5065,5758,864N/A12/31/202382,1613,6775,8779,258N/A9/30/202384,5834,0315,9139,868N/A6/30/202389,2234,4446,77210,799N/A3/31/202392,9284,9196,95210,934N/A12/31/202294,7765,3597,05310,965N/A9/30/202294,3395,5086,63010,491N/A6/30/202290,3375,3755,8819,675N/A3/31/202285,8175,2146,1589,929N/A12/31/202182,0485,0536,2579,993N/A9/30/202177,8404,8716,75610,295N/A6/30/202174,0264,6356,73610,031N/A3/31/202170,4993,8686,4109,439N/A12/31/202067,0942,9794,7777,699N/A9/30/202064,8262,5354,8487,444N/A6/30/202064,1562,2454,1236,928N/A3/31/202063,7062,1782,9726,547N/A12/31/201963,5882,6232,4376,049N/A9/30/201963,2722,5782,5086,038N/A6/30/201962,5692,1632,1435,590N/A3/31/201962,4422,2212,9545,680N/A12/31/201861,7692,0753,1475,796N/A9/30/201860,8142,0991,9594,671N/A6/30/201860,6042,5941,8054,204N/A3/31/201860,3912,680N/A3,575N/A12/31/201760,6522,713N/A3,297N/A9/30/201760,3022,717N/A3,695N/A6/30/201759,5252,694N/A3,628N/A3/31/201758,8592,633N/A2,741N/A12/31/201657,8042,639N/A2,439N/A9/30/201657,6852,468N/A2,821N/A6/30/201658,2471,899N/A2,726N/A3/31/201658,7581,684N/A3,153N/A12/31/201559,6811,540N/A3,444N/A9/30/201559,7261,510N/A2,796N/A6/30/201559,3031,929N/A2,818N/A3/31/201558,2962,064N/A3,035N/A12/31/201457,0852,071N/A3,040N/A9/30/201456,1482,203N/A2,943N/A6/30/201455,6012,134N/A2,939N/A3/31/201455,5622,095N/A2,952N/A12/31/201355,3242,091N/A2,989N/A9/30/201355,5501,857N/A798N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: DPWの予測収益成長率 (年間9.2% ) は 貯蓄率 ( 0.3% ) を上回っています。収益対市場: DPWの収益 ( 9.2% ) Swiss市場 ( 10.9% ) よりも低い成長が予測されています。高成長収益: DPWの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: DPWの収益 ( 4.5% ) Swiss市場 ( 4.8% ) よりも速いペースで成長すると予測されています。高い収益成長: DPWの収益 ( 4.5% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: DPWの 自己資本利益率 は、3年後には低くなると予測されています ( 16.6 %)。成長企業の発掘7D1Y7D1Y7D1YTransportation 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2024/09/03 11:41終値2024/09/03 00:00収益2024/06/30年間収益2023/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Deutsche Post AG 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。39 アナリスト機関Arancha PiñeiroBanco de Sabadell. S.A.Susanna InvernizziBarclaysMarco LimiteBarclays36 その他のアナリストを表示
お知らせ • Oct 11Deutsche Post AG Revises Earnings Guidance for the Full Year 2022Deutsche Post AG revised earnings guidance for the full year 2022. 2022 EBIT guidance (currently: EUR 8.0 billion. +/-5%) will be revised upwards with the formal release of full third quarter of 2022 earnings.
お知らせ • Aug 06Deutsche Post AG Confirms Earnings Guidance for the Year 2022 and 2024Deutsche Post AG confirmed earnings guidance for the year 2022 and 2024. The Group confirms its 2022 EBIT guidance of EUR 8.0 billion (+ /- 5%) even in consideration of a possible global economic downturn in the second half of 2022. Due to the increasing uncertain global economic development, the Group published scenario-based sensitivities for its 2022 EBIT guidance: If global GDP growth slows in the second half of the year, the Group expects EBIT in the upper half of its guidance (between EUR 8.0 billion and EUR 8.4 billion) - Even assuming a sharp slowdown of the global economy in the second half of 2022, the Group expects EBIT in the lower half of its guidance (between EUR 7.6 and 8.0 billion) - With unchanged business momentum, the Group even considers an EBIT of more than EUR 8.4 billion being achievable.The Group also confirms its mid-term EBIT guidance of around EUR 8.5 billion for 2024.
お知らせ • Apr 11Deutsche Post Ag Revises Earnings Guidance for the Full Year of 2021Deutsche Post AG revised earnings guidance for the full year of 2021. For the year, the company now expects a Group EBIT to be 'significantly above' EUR 5.6 billion .
お知らせ • Oct 08Deutsche Post AG Revises Earnings Guidance for the Full Year of 2020Deutsche Post AG revised earnings guidance for the full year of 2020. Based on preliminary group results for the month of September and hence third quarter of 2020, management has assessed the outlook for the remainder of the year. The overall positive development of the group's businesses going out of second quarter of 2020 has continued well through the third quarter. The reported group-EBIT is expected between EUR 4.1 billion to EUR 4.4 billion compared to EUR 3.5 billion to EUR 3.8 billion previous guidance for the same period.
Reported Earnings • Aug 04Second quarter 2024 earnings released: EPS: €0.64 (vs €0.82 in 2Q 2023)Second quarter 2024 results: EPS: €0.64 (down from €0.82 in 2Q 2023). Revenue: €20.6b (up 2.7% from 2Q 2023). Net income: €744.0m (down 24% from 2Q 2023). Profit margin: 3.6% (down from 4.9% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • May 12+ 3 more updatesDeutsche Post AG to Report Nine Months, 2025 Results on Nov 06, 2025Deutsche Post AG announced that they will report nine months, 2025 results on Nov 06, 2025
New Risk • May 09New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 77% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.
Reported Earnings • May 09First quarter 2024 earnings released: EPS: €0.63 (vs €0.76 in 1Q 2023)First quarter 2024 results: EPS: €0.63 (down from €0.76 in 1Q 2023). Revenue: €20.9b (down 1.4% from 1Q 2023). Net income: €743.0m (down 18% from 1Q 2023). Profit margin: 3.6% (down from 4.3% in 1Q 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Upcoming Dividend • Apr 29Upcoming dividend of €1.85 per shareEligible shareholders must have bought the stock before 06 May 2024. Payment date: 08 May 2024. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 4.8%. Within top quartile of Swiss dividend payers (4.2%). Higher than average of industry peers (3.2%).
お知らせ • Mar 14DHL Appoints Tay Yi Ning as Head of Asia Pacific Innovation Centre in SingaporeDHL appointed Tay Yi Ning as the new Head of Asia Pacific Innovation Centre in Singapore. In her new role, Ning plans to further advance the innovation centre's position to become a reference for futuristic logistics solutions and customer centricity. She also leads a team dedicated to driving innovation-focused customer engagements and fostering open and collaborative discussions among solutions providers and start-ups. Ning comes with nearly 20 years of customer relations expertise at DHL and brings with her a sound understanding of customers' unique logistics challenges and industry insights from across the region. Ning started her career at DHL Group in 2008 in the technology business development team of DHL Global Forwarding. In 2015, she moved to the DHL CSI team as Regional Customer Director for the technology sector and supported highly strategic customers, where she remained until she assumed her latest role.
Reported Earnings • Mar 07Full year 2023 earnings released: EPS: €3.09 (vs €4.41 in FY 2022)Full year 2023 results: EPS: €3.09 (down from €4.41 in FY 2022). Revenue: €84.5b (down 11% from FY 2022). Net income: €3.68b (down 31% from FY 2022). Profit margin: 4.3% (down from 5.7% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 9% per year.
New Risk • Nov 12New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 81% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.
Reported Earnings • Nov 12Third quarter 2023 earnings released: EPS: €0.68 (vs €1.02 in 3Q 2022)Third quarter 2023 results: EPS: €0.68 (down from €1.02 in 3Q 2022). Revenue: €19.4b (down 19% from 3Q 2022). Net income: €807.0m (down 34% from 3Q 2022). Profit margin: 4.2% (down from 5.1% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 12% per year.
Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: €0.82 (vs €1.20 in 2Q 2022)Second quarter 2023 results: EPS: €0.82 (down from €1.20 in 2Q 2022). Revenue: €20.1b (down 16% from 2Q 2022). Net income: €978.0m (down 33% from 2Q 2022). Profit margin: 4.9% (down from 6.1% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, while revenues in the Logistics industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 18% per year.
お知らせ • Jul 26Deutsche Post AG (XTRA:DHL) signed an agreement to acquire Mng Kargo Yurtici ve Yurtdisi Tasimacilik A.S.Deutsche Post AG (XTRA:DHL) signed an agreement to acquire Mng Kargo Yurtici ve Yurtdisi Tasimacilik A.S. on July 25, 2023. The transaction is subject to merger control clearance by the Turkish Competition Authority as well as approval of the Turkish Information and Communications Technologies Authority.
お知らせ • May 18Deutsche Bahn Reportedly Not in Hurry to Start Schenker Sales ProcessGerman railway operator Deutsche Bahn AG has still not fixed a date to begin the sales process for its logistics business Schenker AG, which could be valued at up to EUR 15 billion, German paper Handelsblatt reported on May 17, 2023. The railway operator has been evaluating the potential sales since 2022. Deutsche Bahn and Schenker are in the process of gathering all the necessary facts for a possible sales process. Once the facts are collected, all options will be examined, Schenker Chief Executive Officer Jochen Thewes and Deutsche Bahn’s Chief Financial Officer Levin Holle said in a letter to employees seen by Handelsblatt. “We prepare everything with the necessary care and without pressure,” the two executives said in the letter. While Deutsche Bahn is interested in reaching a result quickly, the company must act carefully and take into account the current situation, especially on the financial markets, in order to achieve the best possible outcome. Overall, Schenker will be sold only if the deal is financially advantageous for Deutsche Bank and opens up growth opportunities for Schenker, they added. According to a bidder cited by Handelsblatt, Deutsche Bahn may have missed the right time for the sale as the market environment has now become unfavourable. Reportedly, Schenker has also attracted the interest of rival companies such as Danish DSV A/S (CPSE:DSV) and Deutsche Post AG (XTRA:DPW).
Reported Earnings • May 06First quarter 2023 earnings released: EPS: €0.76 (vs €1.10 in 1Q 2022)First quarter 2023 results: EPS: €0.76 (down from €1.10 in 1Q 2022). Revenue: €20.9b (down 8.3% from 1Q 2022). Net income: €911.0m (down 33% from 1Q 2022). Profit margin: 4.4% (down from 5.9% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, while revenues in the Logistics industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Apr 28Upcoming dividend of €1.85 per share at 4.3% yieldEligible shareholders must have bought the stock before 05 May 2023. Payment date: 09 May 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Swiss dividend payers (4.3%). Higher than average of industry peers (2.9%).
Reported Earnings • Mar 12Full year 2022 earnings released: EPS: €4.41 (vs €4.10 in FY 2021)Full year 2022 results: EPS: €4.41 (up from €4.10 in FY 2021). Revenue: €97.4b (up 19% from FY 2021). Net income: €5.36b (up 6.1% from FY 2021). Profit margin: 5.5% (down from 6.2% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 2.7% decline forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 16Deutsche Post Reportedly Eyes Takeover of Deutsche Bahn's SchenkerDeutsche Post AG (XTRA:DPW) subsidiary DHL is interested in buying Schenker, the logistics subsidiary of German rail operator Deutsche Bahn AG, Manager Magazin reported, citing people familiar with the matter. The report said Schenker could be sold at a price well below 20 billion euros due to a slowdown in the logistics sector. A spokesperson for Deutsche Post would not comment on the report. Deutsche Bahn also declined to comment on the report.
お知らせ • Oct 11Deutsche Post AG Revises Earnings Guidance for the Full Year 2022Deutsche Post AG revised earnings guidance for the full year 2022. 2022 EBIT guidance (currently: EUR 8.0 billion. +/-5%) will be revised upwards with the formal release of full third quarter of 2022 earnings.
Reported Earnings • Aug 07Second quarter 2022 earnings released: EPS: €1.20 (vs €1.05 in 2Q 2021)Second quarter 2022 results: EPS: €1.20 (up from €1.05 in 2Q 2021). Revenue: €24.0b (up 25% from 2Q 2021). Net income: €1.46b (up 13% from 2Q 2021). Profit margin: 6.1% (down from 6.7% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is expected to shrink by 5.0% compared to a 1.6% growth forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 06Deutsche Post AG Confirms Earnings Guidance for the Year 2022 and 2024Deutsche Post AG confirmed earnings guidance for the year 2022 and 2024. The Group confirms its 2022 EBIT guidance of EUR 8.0 billion (+ /- 5%) even in consideration of a possible global economic downturn in the second half of 2022. Due to the increasing uncertain global economic development, the Group published scenario-based sensitivities for its 2022 EBIT guidance: If global GDP growth slows in the second half of the year, the Group expects EBIT in the upper half of its guidance (between EUR 8.0 billion and EUR 8.4 billion) - Even assuming a sharp slowdown of the global economy in the second half of 2022, the Group expects EBIT in the lower half of its guidance (between EUR 7.6 and 8.0 billion) - With unchanged business momentum, the Group even considers an EBIT of more than EUR 8.4 billion being achievable.The Group also confirms its mid-term EBIT guidance of around EUR 8.5 billion for 2024.
Reported Earnings • May 06First quarter 2022 earnings released: EPS: €1.10 (vs €0.96 in 1Q 2021)First quarter 2022 results: EPS: €1.10 (up from €0.96 in 1Q 2021). Revenue: €22.6b (up 19% from 1Q 2021). Net income: €1.35b (up 14% from 1Q 2021). Profit margin: 6.0% (down from 6.2% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to stay flat compared to a 1.6% growth forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 02Upcoming dividend of €1.80 per shareEligible shareholders must have bought the stock before 09 May 2022. Payment date: 11 May 2022. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 4.4%. Within top quartile of Swiss dividend payers (3.8%). Higher than average of industry peers (3.1%).
Reported Earnings • Mar 11Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €4.10 (up from €2.41 in FY 2020). Revenue: €82.2b (up 23% from FY 2020). Net income: €5.05b (up 70% from FY 2020). Profit margin: 6.2% (up from 4.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.5%. Over the next year, revenue is forecast to grow 1.7%, compared to a 6.1% growth forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 08Third quarter 2021 earnings released: EPS €0.88 (vs €0.69 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €20.0b (up 23% from 3Q 2020). Net income: €1.09b (up 28% from 3Q 2020). Profit margin: 5.4% (up from 5.2% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 25% per year.
Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS €1.05 (vs €0.43 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €19.5b (up 23% from 2Q 2020). Net income: €1.29b (up 146% from 2Q 2020). Profit margin: 6.6% (up from 3.3% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year and the company’s share price has also increased by 21% per year.
Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improved over the past weekAfter last week's 28% share price gain to €63.24, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Logistics industry in Europe. Total returns to shareholders of 103% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF91.37 per share.
Reported Earnings • May 08First quarter 2021 earnings released: EPS €0.96 (vs €0.24 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €19.3b (up 23% from 1Q 2020). Net income: €1.19b (up 295% from 1Q 2020). Profit margin: 6.2% (up from 1.9% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 7% per year.
Upcoming Dividend • Apr 30Upcoming dividend of €1.35 per shareEligible shareholders must have bought the stock before 07 May 2021. Payment date: 11 May 2021. Trailing yield: 2.8%. Lower than top quartile of Swiss dividend payers (3.6%). Higher than average of industry peers (1.9%).
お知らせ • Apr 11Deutsche Post Ag Revises Earnings Guidance for the Full Year of 2021Deutsche Post AG revised earnings guidance for the full year of 2021. For the year, the company now expects a Group EBIT to be 'significantly above' EUR 5.6 billion .
お知らせ • Mar 11+ 1 more updateDeutsche Post AG, Annual General Meeting, May 06, 2022Deutsche Post AG, Annual General Meeting, May 06, 2022.
Reported Earnings • Mar 10Full year 2020 earnings released: EPS €2.41 (vs €2.13 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €68.9b (up 8.4% from FY 2019). Net income: €2.98b (up 14% from FY 2019). Profit margin: 4.3% (up from 4.1% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 5% per year.
Analyst Estimate Surprise Post Earnings • Mar 10Revenue beats expectationsRevenue exceeded analyst estimates by 0.3%. Over the next year, revenue is forecast to stay flat compared to a 5.8% growth forecast for the Logistics industry in Switzerland.
Analyst Estimate Surprise Post Earnings • Nov 11Revenue misses expectationsRevenue missed analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 1.3%, compared to a 2.3% growth forecast for the Logistics industry in Switzerland.
Reported Earnings • Nov 11Third quarter 2020 earnings released: EPS €0.69The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €16.8b (up 7.8% from 3Q 2019). Net income: €851.0m (up 52% from 3Q 2019). Profit margin: 5.1% (up from 3.6% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 1% per year.
お知らせ • Oct 08Deutsche Post AG Revises Earnings Guidance for the Full Year of 2020Deutsche Post AG revised earnings guidance for the full year of 2020. Based on preliminary group results for the month of September and hence third quarter of 2020, management has assessed the outlook for the remainder of the year. The overall positive development of the group's businesses going out of second quarter of 2020 has continued well through the third quarter. The reported group-EBIT is expected between EUR 4.1 billion to EUR 4.4 billion compared to EUR 3.5 billion to EUR 3.8 billion previous guidance for the same period.
Is New 90 Day High Low • Oct 07New 90-day high: CHF45.00The company is up 18% from its price of CHF38.03 on 08 July 2020. The Swiss market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Logistics industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF50.06 per share.