View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active.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 EventsPostNL 将来の成長Future 基準チェック /46PostNL利益と収益がそれぞれ年間58.1%と2.4%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25.2% 53.5%なると予測されています。主要情報58.1%収益成長率53.51%EPS成長率Logistics 収益成長16.9%収益成長率2.4%将来の株主資本利益率25.25%アナリストカバレッジGood最終更新日12 Nov 2024今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Sep 24+ 3 more updatesPostNL N.V. to Report Q3, 2026 Results on Oct 26, 2026PostNL N.V. announced that they will report Q3, 2026 results on Oct 26, 2026お知らせ • Nov 17+ 3 more updatesPostNL N.V. to Report Q2, 2025 Results on Aug 04, 2025PostNL N.V. announced that they will report Q2, 2025 results on Aug 04, 2025お知らせ • Nov 05PostNL N.V., Annual General Meeting, Apr 15, 2025PostNL N.V., Annual General Meeting, Apr 15, 2025.Reported Earnings • Aug 07Second quarter 2024 earnings released: EPS: €0.02 (vs €0.025 in 2Q 2023)Second quarter 2024 results: EPS: €0.02 (down from €0.025 in 2Q 2023). Revenue: €795.0m (up 3.1% from 2Q 2023). Net income: €10.0m (down 17% from 2Q 2023). Profit margin: 1.3% (down from 1.6% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.New Risk • May 19New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (83% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (2.3% increase in shares outstanding).Reported Earnings • May 06First quarter 2024 earnings released: €0.04 loss per share (vs €0.006 profit in 1Q 2023)First quarter 2024 results: €0.04 loss per share (down from €0.006 profit in 1Q 2023). Revenue: €765.0m (down 2.3% from 1Q 2023). Net loss: €20.0m (down €23.0m from profit in 1Q 2023). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Apr 11Upcoming dividend of €0.03 per shareEligible shareholders must have bought the stock before 18 April 2024. Payment date: 10 May 2024. Payout ratio is on the higher end at 82%, however this is supported by cash flows. Trailing yield: 6.9%. Within top quartile of Swiss dividend payers (4.0%). Higher than average of industry peers (3.1%).Reported Earnings • Feb 26Full year 2023 earnings released: EPS: €0.11 (vs €1.99 loss in FY 2022)Full year 2023 results: EPS: €0.11 (up from €1.99 loss in FY 2022). Revenue: €3.17b (flat on FY 2022). Net income: €54.0m (up €1.04b from FY 2022). Profit margin: 1.7% (up from net loss in FY 2022). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance.Reported Earnings • Nov 07Third quarter 2023 earnings released: €0.02 loss per share (vs €0.04 loss in 3Q 2022)Third quarter 2023 results: €0.02 loss per share (improved from €0.04 loss in 3Q 2022). Revenue: €722.0m (up 1.8% from 3Q 2022). Net loss: €10.0m (loss narrowed 50% from 3Q 2022). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 113 percentage points per year, which is a significant difference in performance.お知らせ • Nov 06+ 4 more updatesPostNL N.V. to Report Q1, 2024 Results on May 06, 2024PostNL N.V. announced that they will report Q1, 2024 results on May 06, 2024Reported Earnings • Aug 08Second quarter 2023 earnings released: EPS: €0.024 (vs €0.004 in 2Q 2022)Second quarter 2023 results: EPS: €0.024 (up from €0.004 in 2Q 2022). Revenue: €771.0m (up 3.4% from 2Q 2022). Net income: €12.0m (up €10.0m from 2Q 2022). Profit margin: 1.6% (up from 0.3% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.6% 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, the company's share price growth rate has exceeded its earnings growth rate by 109 percentage points per year, which is a significant difference in performance.Reported Earnings • May 09First quarter 2023 earnings released: EPS: €0.007 (vs €0.031 in 1Q 2022)First quarter 2023 results: EPS: €0.007 (down from €0.031 in 1Q 2022). Revenue: €783.0m (down 2.9% from 1Q 2022). Net income: €3.00m (down 81% from 1Q 2022). Profit margin: 0.4% (down from 2.0% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 109 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Apr 13Upcoming dividend of €0.02 per share at 10% yieldEligible shareholders must have bought the stock before 20 April 2023. Payment date: 11 May 2023. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 10%. Within top quartile of Swiss dividend payers (4.3%). Higher than average of industry peers (2.9%).Reported Earnings • Feb 28Full year 2022 earnings released: €1.99 loss per share (vs €0.45 profit in FY 2021)Full year 2022 results: €1.99 loss per share (down from €0.45 profit in FY 2021). Revenue: €3.15b (down 9.1% from FY 2021). Net loss: €982.0m (down €1.21b from profit in FY 2021). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 2.1% decline forecast for the Logistics industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.Reported Earnings • Nov 09Third quarter 2022 earnings releasedThird quarter 2022 results: Net loss: €20.0m (down 254% from profit in 3Q 2021). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.6% decline forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 08Second quarter 2022 earnings released: EPS: €0.004 (vs €0.084 in 2Q 2021)Second quarter 2022 results: EPS: €0.004 (down from €0.084 in 2Q 2021). Revenue: €747.0m (down 11% from 2Q 2021). Net income: €2.00m (down 95% from 2Q 2021). Profit margin: 0.3% (down from 5.0% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 5.9% compared to a 1.4% decline forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 10First quarter 2022 earnings released: EPS: €0.032 (vs €0.23 in 1Q 2021)First quarter 2022 results: EPS: €0.032 (down from €0.23 in 1Q 2021). Revenue: €811.0m (down 16% from 1Q 2021). Net income: €16.0m (down 86% from 1Q 2021). Profit margin: 2.0% (down from 12% in 1Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 6.1% while the industry in Switzerland is not expected to grow. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Upcoming Dividend • Apr 14Upcoming dividend of €0.32 per shareEligible shareholders must have bought the stock before 21 April 2022. Payment date: 12 May 2022. Payout ratio is on the higher end at 93%, however this is supported by cash flows. Trailing yield: 13%. Within top quartile of Swiss dividend payers (3.8%). Higher than average of industry peers (3.2%).Reported Earnings • Mar 01Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €0.45 (up from €0.42 in FY 2020). Revenue: €3.49b (up 7.3% from FY 2020). Net income: €228.0m (up 9.1% from FY 2020). Profit margin: 6.5% (up from 6.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to stay flat compared to a 6.2% growth forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS €0.023 (vs €0.049 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €730.0m (down 1.6% from 3Q 2020). Net income: €13.0m (down 46% from 3Q 2020). Profit margin: 1.8% (down from 3.2% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 11Second quarter 2021 earnings released: EPS €0.084 (vs €0.077 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €838.0m (up 6.3% from 2Q 2020). Net income: €42.0m (up 11% from 2Q 2020). Profit margin: 5.0% (up from 4.8% 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 30% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.Reported Earnings • May 12First quarter 2021 earnings released: EPS €0.23The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €983.0m (up 40% from 1Q 2020). Net income: €112.0m (up €117.0m from 1Q 2020). Profit margin: 11% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.Executive Departure • Apr 27Independent Member of the Supervisory Board has left the companyOn the 20th of April, Thessa Menssen's tenure as Independent Member of the Supervisory Board ended after 9.9 years in the role. We don't have any record of a personal shareholding under Thessa's name. A total of 2 executives have left over the last 12 months.Executive Departure • Apr 27Independent Member of the Supervisory Board has left the companyOn the 20th of April, Eelco Blok's tenure as Independent Member of the Supervisory Board ended after 4.0 years in the role. We don't have any record of a personal shareholding under Eelco's name. A total of 2 executives have left over the last 12 months.Upcoming Dividend • Apr 16Upcoming dividend of €0.28 per shareEligible shareholders must have bought the stock before 22 April 2021. Payment date: 14 May 2021. Trailing yield: 6.5%. Within top quartile of Swiss dividend payers (3.5%). Higher than average of industry peers (1.9%).Reported Earnings • Mar 03Full year 2020 earnings released: EPS €0.42 (vs €0.15 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €3.32b (up 17% from FY 2019). Net income: €209.0m (up 190% from FY 2019). Profit margin: 6.3% (up from 2.5% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.Analyst Estimate Surprise Post Earnings • Mar 03Revenue misses expectationsRevenue missed analyst estimates by 0.004%. Over the next year, revenue is expected to shrink by 1.2% compared to a 5.7% growth forecast for the Logistics industry in Switzerland.お知らせ • Jan 28+ 2 more updatesPostNL N.V.(ENXTAM:PNL) dropped from S&P EUROPE 350 - Industrials (Sector)PostNL N.V.(ENXTAM:PNL) dropped from S&P EUROPE 350 - Industrials (Sector)お知らせ • Dec 19Yource Group signs agreement to acquire Cendris Customer Contact B.V. from PostNL N.V.Yource Group signs agreement to acquire Cendris Customer Contact B.V. from PostNL N.V. (ENXTAM:PNL) on December 17, 2020. After completion of the transaction, Cendris will continue under the Yource name in the course of 2021. Transaction is expected to be completed in the first quarter of 2021.Analyst Estimate Surprise Post Earnings • Nov 05Revenue beats expectationsRevenue exceeded analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 1.8%, compared to a 2.3% growth forecast for the Logistics industry in Switzerland.Reported Earnings • Nov 05Third quarter 2020 earnings released: EPS €0.049The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €743.0m (up 17% from 3Q 2019). Net income: €24.0m (up 85% from 3Q 2019). Profit margin: 3.2% (up from 2.0% 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 33% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.お知らせ • Oct 07Urban Industrial entered into an agreement to acquire Five Sorting Centre in Netherlands from PostNL N.V. (ENXTAM:PNL) for €150 million.Urban Industrial entered into an agreement to acquire Five Sorting Centre in Netherlands from PostNL N.V. (ENXTAM:PNL) for €150 million on October 6, 2020. The transaction is subject to customary closing conditions. The transaction is expected to close in November 2020.お知らせ • Aug 16+ 3 more updatesPostNL N.V. to Report Q3, 2021 Results on Nov 08, 2021PostNL N.V. announced that they will report Q3, 2021 results on Nov 08, 2021お知らせ • Aug 07Paragon Customer Communications (Nottingham) Limited completed the acquisition of PostNL Communicatie Services from PostNL N.V. (ENXTAM:PNL).Paragon Customer Communications (Nottingham) Limited signed a sales and purchase agreement PostNL Communicatie Services from PostNL N.V. (ENXTAM:PNL) on November 27, 2019. PostNL Communicatie Services will be rebranded as Paragon Customer Communications, with Mieke Clark-Marsman, the current Managing Director of PostNL Communicatie Services and Ton Kalter, the current General Manager Benelux, appointed as executive committee directors. The transaction is expected to at the end of 2019. Paragon Customer Communications (Nottingham) Limited completed the acquisition of PostNL Communicatie Services from PostNL N.V. (ENXTAM:PNL) in second half of 2019. PostNL N.V. received €3 million net cash for the sale.業績と収益の成長予測SWX:PN6 - 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12/31/20263,3738062247512/31/20253,3106234217612/31/20243,228312117369/28/20243,2051899208N/A6/29/20243,17130142253N/A3/30/20243,14731123237N/A12/31/20233,1655480206N/A9/30/20233,160-97432160N/A7/1/20233,147-9856144N/A4/1/20233,122-995-2139N/A12/31/20223,145-982101239N/A10/1/20223,1985987237N/A7/2/20223,21892142298N/A4/2/20223,310132232384N/A12/31/20213,466228334475N/A10/2/20213,552320202333N/A7/3/20213,565334189295N/A4/3/20213,516326233326N/A12/31/20203,25521389166N/A9/26/20203,07575225290N/A6/27/20202,96965262323N/A3/31/20202,86152173237N/A12/31/20192,84472152218N/A9/28/20192,79512980138N/A6/29/20192,797135-2745N/A3/31/20192,782119-121-33N/A12/31/20182,772127-138-43N/A9/29/20182,760123-103N/AN/A6/30/20182,752129N/A36N/A3/31/20182,529161N/A85N/A12/31/20172,725179N/A89N/A9/30/20172,898191N/A154N/A7/1/20173,038157N/A93N/A4/1/20173,419281N/A125N/A12/31/20163,413279N/A110N/A10/1/20163,465285N/A137N/A7/2/20163,475313N/A224N/A4/2/20163,475187N/A159N/A12/31/20153,461183N/A214N/A9/26/20153,451208N/A232N/A6/27/20153,463201N/A132N/A3/28/20153,468204N/A180N/A12/31/20143,473223N/A202N/A9/27/20143,642126N/A78N/A6/28/20143,819333N/A244N/A3/29/20143,981294N/A210N/A12/31/20134,162-170N/A75N/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: PN6の予測収益成長率 (年間58.1% ) は 貯蓄率 ( 0.3% ) を上回っています。収益対市場: PN6の収益 ( 58.1% ) はSwiss市場 ( 10.8% ) よりも速いペースで成長すると予測されています。高成長収益: PN6の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: PN6の収益 ( 2.4% ) Swiss市場 ( 4.9% ) よりも低い成長が予測されています。高い収益成長: PN6の収益 ( 2.4% ) 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: PN6の 自己資本利益率 は、3年後には高くなると予測されています ( 25.2 %)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2024/11/17 17:19終値2024/08/20 00:00収益2024/09/28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PostNL N.V. 6 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。26 アナリスト機関Susanna InvernizziBarclaysMarco LimiteBarclaysWilliam Fitzalan HowardBerenberg23 その他のアナリストを表示
お知らせ • Sep 24+ 3 more updatesPostNL N.V. to Report Q3, 2026 Results on Oct 26, 2026PostNL N.V. announced that they will report Q3, 2026 results on Oct 26, 2026
お知らせ • Nov 17+ 3 more updatesPostNL N.V. to Report Q2, 2025 Results on Aug 04, 2025PostNL N.V. announced that they will report Q2, 2025 results on Aug 04, 2025
お知らせ • Nov 05PostNL N.V., Annual General Meeting, Apr 15, 2025PostNL N.V., Annual General Meeting, Apr 15, 2025.
Reported Earnings • Aug 07Second quarter 2024 earnings released: EPS: €0.02 (vs €0.025 in 2Q 2023)Second quarter 2024 results: EPS: €0.02 (down from €0.025 in 2Q 2023). Revenue: €795.0m (up 3.1% from 2Q 2023). Net income: €10.0m (down 17% from 2Q 2023). Profit margin: 1.3% (down from 1.6% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
New Risk • May 19New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (83% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (2.3% increase in shares outstanding).
Reported Earnings • May 06First quarter 2024 earnings released: €0.04 loss per share (vs €0.006 profit in 1Q 2023)First quarter 2024 results: €0.04 loss per share (down from €0.006 profit in 1Q 2023). Revenue: €765.0m (down 2.3% from 1Q 2023). Net loss: €20.0m (down €23.0m from profit in 1Q 2023). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Apr 11Upcoming dividend of €0.03 per shareEligible shareholders must have bought the stock before 18 April 2024. Payment date: 10 May 2024. Payout ratio is on the higher end at 82%, however this is supported by cash flows. Trailing yield: 6.9%. Within top quartile of Swiss dividend payers (4.0%). Higher than average of industry peers (3.1%).
Reported Earnings • Feb 26Full year 2023 earnings released: EPS: €0.11 (vs €1.99 loss in FY 2022)Full year 2023 results: EPS: €0.11 (up from €1.99 loss in FY 2022). Revenue: €3.17b (flat on FY 2022). Net income: €54.0m (up €1.04b from FY 2022). Profit margin: 1.7% (up from net loss in FY 2022). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance.
Reported Earnings • Nov 07Third quarter 2023 earnings released: €0.02 loss per share (vs €0.04 loss in 3Q 2022)Third quarter 2023 results: €0.02 loss per share (improved from €0.04 loss in 3Q 2022). Revenue: €722.0m (up 1.8% from 3Q 2022). Net loss: €10.0m (loss narrowed 50% from 3Q 2022). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 113 percentage points per year, which is a significant difference in performance.
お知らせ • Nov 06+ 4 more updatesPostNL N.V. to Report Q1, 2024 Results on May 06, 2024PostNL N.V. announced that they will report Q1, 2024 results on May 06, 2024
Reported Earnings • Aug 08Second quarter 2023 earnings released: EPS: €0.024 (vs €0.004 in 2Q 2022)Second quarter 2023 results: EPS: €0.024 (up from €0.004 in 2Q 2022). Revenue: €771.0m (up 3.4% from 2Q 2022). Net income: €12.0m (up €10.0m from 2Q 2022). Profit margin: 1.6% (up from 0.3% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.6% 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, the company's share price growth rate has exceeded its earnings growth rate by 109 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 09First quarter 2023 earnings released: EPS: €0.007 (vs €0.031 in 1Q 2022)First quarter 2023 results: EPS: €0.007 (down from €0.031 in 1Q 2022). Revenue: €783.0m (down 2.9% from 1Q 2022). Net income: €3.00m (down 81% from 1Q 2022). Profit margin: 0.4% (down from 2.0% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 109 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Apr 13Upcoming dividend of €0.02 per share at 10% yieldEligible shareholders must have bought the stock before 20 April 2023. Payment date: 11 May 2023. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 10%. Within top quartile of Swiss dividend payers (4.3%). Higher than average of industry peers (2.9%).
Reported Earnings • Feb 28Full year 2022 earnings released: €1.99 loss per share (vs €0.45 profit in FY 2021)Full year 2022 results: €1.99 loss per share (down from €0.45 profit in FY 2021). Revenue: €3.15b (down 9.1% from FY 2021). Net loss: €982.0m (down €1.21b from profit in FY 2021). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 2.1% decline forecast for the Logistics industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.
Reported Earnings • Nov 09Third quarter 2022 earnings releasedThird quarter 2022 results: Net loss: €20.0m (down 254% from profit in 3Q 2021). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.6% decline forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 08Second quarter 2022 earnings released: EPS: €0.004 (vs €0.084 in 2Q 2021)Second quarter 2022 results: EPS: €0.004 (down from €0.084 in 2Q 2021). Revenue: €747.0m (down 11% from 2Q 2021). Net income: €2.00m (down 95% from 2Q 2021). Profit margin: 0.3% (down from 5.0% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 5.9% compared to a 1.4% decline forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 10First quarter 2022 earnings released: EPS: €0.032 (vs €0.23 in 1Q 2021)First quarter 2022 results: EPS: €0.032 (down from €0.23 in 1Q 2021). Revenue: €811.0m (down 16% from 1Q 2021). Net income: €16.0m (down 86% from 1Q 2021). Profit margin: 2.0% (down from 12% in 1Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 6.1% while the industry in Switzerland is not expected to grow. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Apr 14Upcoming dividend of €0.32 per shareEligible shareholders must have bought the stock before 21 April 2022. Payment date: 12 May 2022. Payout ratio is on the higher end at 93%, however this is supported by cash flows. Trailing yield: 13%. Within top quartile of Swiss dividend payers (3.8%). Higher than average of industry peers (3.2%).
Reported Earnings • Mar 01Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €0.45 (up from €0.42 in FY 2020). Revenue: €3.49b (up 7.3% from FY 2020). Net income: €228.0m (up 9.1% from FY 2020). Profit margin: 6.5% (up from 6.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to stay flat compared to a 6.2% growth forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS €0.023 (vs €0.049 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €730.0m (down 1.6% from 3Q 2020). Net income: €13.0m (down 46% from 3Q 2020). Profit margin: 1.8% (down from 3.2% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 11Second quarter 2021 earnings released: EPS €0.084 (vs €0.077 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €838.0m (up 6.3% from 2Q 2020). Net income: €42.0m (up 11% from 2Q 2020). Profit margin: 5.0% (up from 4.8% 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 30% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
Reported Earnings • May 12First quarter 2021 earnings released: EPS €0.23The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €983.0m (up 40% from 1Q 2020). Net income: €112.0m (up €117.0m from 1Q 2020). Profit margin: 11% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.
Executive Departure • Apr 27Independent Member of the Supervisory Board has left the companyOn the 20th of April, Thessa Menssen's tenure as Independent Member of the Supervisory Board ended after 9.9 years in the role. We don't have any record of a personal shareholding under Thessa's name. A total of 2 executives have left over the last 12 months.
Executive Departure • Apr 27Independent Member of the Supervisory Board has left the companyOn the 20th of April, Eelco Blok's tenure as Independent Member of the Supervisory Board ended after 4.0 years in the role. We don't have any record of a personal shareholding under Eelco's name. A total of 2 executives have left over the last 12 months.
Upcoming Dividend • Apr 16Upcoming dividend of €0.28 per shareEligible shareholders must have bought the stock before 22 April 2021. Payment date: 14 May 2021. Trailing yield: 6.5%. Within top quartile of Swiss dividend payers (3.5%). Higher than average of industry peers (1.9%).
Reported Earnings • Mar 03Full year 2020 earnings released: EPS €0.42 (vs €0.15 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €3.32b (up 17% from FY 2019). Net income: €209.0m (up 190% from FY 2019). Profit margin: 6.3% (up from 2.5% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.
Analyst Estimate Surprise Post Earnings • Mar 03Revenue misses expectationsRevenue missed analyst estimates by 0.004%. Over the next year, revenue is expected to shrink by 1.2% compared to a 5.7% growth forecast for the Logistics industry in Switzerland.
お知らせ • Jan 28+ 2 more updatesPostNL N.V.(ENXTAM:PNL) dropped from S&P EUROPE 350 - Industrials (Sector)PostNL N.V.(ENXTAM:PNL) dropped from S&P EUROPE 350 - Industrials (Sector)
お知らせ • Dec 19Yource Group signs agreement to acquire Cendris Customer Contact B.V. from PostNL N.V.Yource Group signs agreement to acquire Cendris Customer Contact B.V. from PostNL N.V. (ENXTAM:PNL) on December 17, 2020. After completion of the transaction, Cendris will continue under the Yource name in the course of 2021. Transaction is expected to be completed in the first quarter of 2021.
Analyst Estimate Surprise Post Earnings • Nov 05Revenue beats expectationsRevenue exceeded analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 1.8%, compared to a 2.3% growth forecast for the Logistics industry in Switzerland.
Reported Earnings • Nov 05Third quarter 2020 earnings released: EPS €0.049The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €743.0m (up 17% from 3Q 2019). Net income: €24.0m (up 85% from 3Q 2019). Profit margin: 3.2% (up from 2.0% 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 33% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 07Urban Industrial entered into an agreement to acquire Five Sorting Centre in Netherlands from PostNL N.V. (ENXTAM:PNL) for €150 million.Urban Industrial entered into an agreement to acquire Five Sorting Centre in Netherlands from PostNL N.V. (ENXTAM:PNL) for €150 million on October 6, 2020. The transaction is subject to customary closing conditions. The transaction is expected to close in November 2020.
お知らせ • Aug 16+ 3 more updatesPostNL N.V. to Report Q3, 2021 Results on Nov 08, 2021PostNL N.V. announced that they will report Q3, 2021 results on Nov 08, 2021
お知らせ • Aug 07Paragon Customer Communications (Nottingham) Limited completed the acquisition of PostNL Communicatie Services from PostNL N.V. (ENXTAM:PNL).Paragon Customer Communications (Nottingham) Limited signed a sales and purchase agreement PostNL Communicatie Services from PostNL N.V. (ENXTAM:PNL) on November 27, 2019. PostNL Communicatie Services will be rebranded as Paragon Customer Communications, with Mieke Clark-Marsman, the current Managing Director of PostNL Communicatie Services and Ton Kalter, the current General Manager Benelux, appointed as executive committee directors. The transaction is expected to at the end of 2019. Paragon Customer Communications (Nottingham) Limited completed the acquisition of PostNL Communicatie Services from PostNL N.V. (ENXTAM:PNL) in second half of 2019. PostNL N.V. received €3 million net cash for the sale.