Deutsche Post AG

XTRA:DHL 株式レポート

時価総額：€52.7b

Deutsche Post 将来の成長

Future 基準チェック /16

Deutsche Post利益と収益がそれぞれ年間5.8%と3.4%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16.8% 6.2%なると予測されています。

主要情報

5.8%

収益成長率

6.21%

EPS成長率

Logistics 収益成長16.0%
収益成長率3.4%
将来の株主資本利益率16.77%
アナリストカバレッジ

Good

最終更新日07 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • May 10

DHL: Tighter Airfreight Conditions And Guidance Will Support Future Earnings Resilience

Analysts trimmed the fair value estimate for Deutsche Post to €58.00, citing a slightly higher discount rate, updated assumptions for revenue growth and profit margins, and a lower future P/E multiple. This comes even as recent Street research shows a mix of higher price targets and a downgrade in rating.
ナラティブ更新 • Apr 22

DHL: Airfreight Tailwinds And Capital Returns Will Support Fairly Valued Shares

Narrative Update: Deutsche Post (DHL Group) Analysts have lifted the price target for Deutsche Post by €2.48, with updates citing a higher fair value estimate, a slightly lower discount rate, modestly adjusted revenue growth and margin assumptions, and Street research pointing to a more supportive airfreight environment and upgraded ratings. Analyst Commentary Recent Street research around Deutsche Post focuses on how changes in airfreight conditions and updated price targets feed into expectations for valuation, growth and execution over the next few years.
ナラティブ更新 • Apr 08

DHL: Airfreight Support Will Later Expose Fragile Earnings Assumptions

Analysts have lifted their price targets on Deutsche Post, with recent moves such as a €1.50 increase at one major firm and a shift to an Overweight rating from another, citing a supportive airfreight supply and demand setup and potential upside to fiscal 2026 assumptions. Analyst Commentary Recent research updates on Deutsche Post, trading as DHL Group, reflect a mix of optimism around specific business drivers and caution around execution and growth risks.
ナラティブ更新 • Mar 24

DHL: Airfreight Tailwind Will Mask Fragile Earnings And Rich Pricing

Narrative Update on Deutsche Post (DHL Group) Analysts lifted the fair value estimate for Deutsche Post from €34.00 to €38.00, citing a more supportive airfreight supply and demand backdrop and potential upside to medium term earnings that has also fed through to a higher assumed future P/E multiple. Analyst Commentary Recent research reflects a split view on DHL Group, with some analysts highlighting supportive airfreight conditions and others dialing back expectations and ratings.
ナラティブ更新 • Mar 10

DHL: Tighter Airfreight Conditions Will Support Future Earnings Resilience

Analysts have lifted their price target for Deutsche Post to €59.09 from €56.22, citing updated views on fair value, revenue growth, profit margins and P/E assumptions, as well as recent research highlighting potential benefits from tighter airfreight supply and demand conditions. Analyst Commentary Recent research has sharpened the bullish case around Deutsche Post, with some price targets moving higher and pointing to what bullish analysts see as a more supportive backdrop for execution and earnings quality.
ナラティブ更新 • Feb 23

DHL: Cost Execution And Seasonal Trends Will Support Fairly Valued Shares

Analysts have nudged their fair value estimate for Deutsche Post slightly higher from about €45.24 to roughly €45.79. This reflects updated views on discount rates, modest revenue growth assumptions, and a broadly steady profit margin outlook, informed in part by recent mixed research that includes cost execution improvements and peak season trends.
ナラティブ更新 • Feb 09

DHL: Cost Execution And Defensive Segments Will Steady Rerated Share Outlook

Analysts have nudged their fair value estimate for Deutsche Post higher to €45.24 from €44.84, reflecting recent price target increases from several firms and a shift in focus toward cost execution, steadying peak season trends, and a slightly higher assumed future P/E multiple despite mixed rating changes. Analyst Commentary Bullish Takeaways Bullish analysts highlight better cost execution, which they see as supporting earnings resilience and justifying higher price targets such as €42.50 and €47.
ナラティブ更新 • Jan 25

DHL: Cost Discipline And Defensive Divisions Will Support Future Earnings Resilience

Analysts have nudged their fair value estimate for Deutsche Post slightly lower to €56.22 from €56.65, reflecting a modest reset in price targets after mixed research moves that highlight better cost execution and seasonal improvement on one hand, and concerns about limited incremental upside after strong rerating on the other. Analyst Commentary Recent research on Deutsche Post, which operates as DHL Group, shows a split tape, with some firms trimming ratings after a strong rerating and others highlighting improving execution and seasonal trends.
ナラティブ更新 • Jan 09

DHL: Cost Execution And Peak Season Recovery Will Support Earnings Quality

Analysts have lifted their fair value estimate for Deutsche Post to €56.65 from €55.18, reflecting updated views on cost execution, sequential peak season trends, and revised revenue growth, margin, and future P/E assumptions following recent research moves on DHL Group. Analyst Commentary Recent Street research on DHL Group points to a more balanced but still constructive stance on Deutsche Post, with several bullish analysts highlighting improved execution and refined expectations around earnings quality and valuation.
分析記事 • Jan 05

Deutsche Post's (ETR:DHL) Returns On Capital Are Heading Higher

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
ナラティブ更新 • Dec 26

DHL: Cost Execution And Defensive Segments Will Support Balanced Near-Term Outlook

The analyst price target for Deutsche Post has edged higher to EUR 44.84 from EUR 44.66, as analysts point to improving cost execution, sequentially better peak season trends and resilient earnings from more defensive segments, even as some see limited incremental upside after the recent rerating. Analyst Commentary Recent research updates on Deutsche Post highlight a mixed but generally constructive view, with price targets edging higher and ratings converging towards a more balanced stance after a period of strong share price performance.
ナラティブ更新 • Dec 12

DHL: Cost Discipline And Defensive Segments Will Support Balanced Earnings Outlook

Analysts have nudged their fair value estimate for Deutsche Post DHL Group slightly higher to EUR 44.66 from EUR 43.81. This reflects a modest rerating as they point to improving cost execution, resilient defensive segments and early signs of peak season strength despite cautious views on incremental upside.
分析記事 • Dec 10

Deutsche Post AG (ETR:DHL) Looks Inexpensive But Perhaps Not Attractive Enough

With a price-to-earnings (or "P/E") ratio of 14.5x Deutsche Post AG ( ETR:DHL ) may be sending bullish signals at the...
ナラティブ更新 • Nov 27

DHL: Operational Efficiencies And Balance Sheet Strength Will Support Earnings Resilience

Deutsche Post’s analyst fair value target increased modestly from €43.25 to €43.81, as analysts cited improved cost efficiency and incremental earnings resilience in recent research updates. Analyst Commentary Bullish Takeaways Bullish analysts have increased fair value targets for Deutsche Post, with several raising their estimates due to demonstrated progress in cost control and execution.
分析記事 • Nov 27

Are Investors Undervaluing Deutsche Post AG (ETR:DHL) By 47%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Deutsche Post fair value estimate is €85.04 Deutsche Post's...
分析記事 • Nov 14

Solid Earnings May Not Tell The Whole Story For Deutsche Post (ETR:DHL)

The market for Deutsche Post AG's ( ETR:DHL ) stock was strong after it released a healthy earnings report last week...
ナラティブ更新 • Nov 12

DHL: Revenue Gains And Margin Outlook Will Balance Competitive Risks Ahead

Deutsche Post's analyst price target has slightly increased to €43.25, with analysts citing strengthened revenue growth expectations and a modest improvement in profit margin outlook, even as some peer price targets have been reduced. Analyst Commentary Recent analyst activity regarding Deutsche Post reflects a mix of positive expectations and caution, influencing the latest price targets and recommendations.
ナラティブ更新 • Sep 23

E-commerce And Global Trade Trends Will Unlock Future Market Potential

Deutsche Post's consensus price target was modestly reduced to €42.82 as analysts grew more cautious on near-term earnings and shipping volatility, particularly after soft Q2 trends, though longer-term confidence remains from some bullish voices. Analyst Commentary Bearish analysts have lowered price targets due to concerns that DHL Group will struggle to achieve its fiscal 2025 outlook.
分析記事 • Aug 24

The Market Doesn't Like What It Sees From Deutsche Post AG's (ETR:DHL) Earnings Yet

When close to half the companies in Germany have price-to-earnings ratios (or "P/E's") above 20x, you may consider...
分析記事 • Jun 25

Is There Now An Opportunity In Deutsche Post AG (ETR:DHL)?

Today we're going to take a look at the well-established Deutsche Post AG ( ETR:DHL ). The company's stock saw a...
分析記事 • Jun 12

Is Deutsche Post (ETR:DHL) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
分析記事 • May 30

Are Investors Undervaluing Deutsche Post AG (ETR:DHL) By 47%?

Key Insights Deutsche Post's estimated fair value is €73.22 based on 2 Stage Free Cash Flow to Equity Deutsche Post's...
分析記事 • May 16

There's Been No Shortage Of Growth Recently For Deutsche Post's (ETR:DHL) Returns On Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
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新しいナラティブ • Nov 07

E-commerce Expansion And Innovative Strategies Propel Growth Amidst Global Challenges

Deutsche Post anticipates growth in e-commerce and parcel segments, driven by last-mile delivery volume increases and effective yield management strategies.

業績と収益の成長予測

XTRA:DHL - 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
12/31/202890,7384,2073,8159,89512
12/31/202787,8343,9673,5479,64216
12/31/202684,8683,6723,3469,00216
3/31/202683,0443,5276,8409,620N/A
12/31/202583,4333,5016,3249,119N/A
9/30/202583,7693,5386,7219,567N/A
6/30/202584,2333,4496,1368,998N/A
3/31/202585,0513,3786,0318,899N/A
12/31/202484,7713,3325,7868,722N/A
9/30/202483,3633,2145,2648,135N/A
6/30/202482,1693,2705,5508,626N/A
3/31/202481,6403,5045,5758,864N/A
12/31/202382,2913,6755,8779,258N/A
9/30/202384,5264,0315,9139,868N/A
6/30/202389,1664,4446,77210,799N/A
3/31/202393,1334,9196,95210,934N/A
12/31/202294,7765,3597,05310,965N/A
9/30/202294,3395,5086,63010,491N/A
6/30/202290,3375,3755,8819,675N/A
3/31/202285,8175,2146,1589,929N/A
12/31/202182,0485,0536,2579,993N/A
9/30/202177,8404,8716,75610,295N/A
6/30/202174,0264,6356,73610,031N/A
3/31/202170,4993,8686,4109,439N/A
12/31/202067,0942,9794,7777,699N/A
9/30/202064,8262,5354,8487,444N/A
6/30/202064,1562,2454,1236,928N/A
3/31/202063,7062,1782,9726,547N/A
12/31/201963,5882,623N/A6,049N/A
9/30/201963,2722,578N/A6,038N/A
6/30/201962,5692,163N/A5,590N/A
3/31/201962,4422,221N/A5,680N/A
12/31/201861,7692,075N/A5,796N/A
9/30/201860,8142,099N/A4,671N/A
6/30/201860,6042,594N/A4,204N/A
3/31/201860,3912,680N/A3,575N/A
12/31/201760,6522,713N/A3,297N/A
9/30/201760,3022,717N/A3,695N/A
6/30/201759,5252,694N/A3,628N/A
3/31/201758,8592,633N/A2,741N/A
12/31/201657,8042,639N/A2,439N/A
9/30/201657,6852,468N/A2,821N/A
6/30/201658,2471,899N/A2,726N/A
3/31/201658,7581,684N/A3,153N/A
12/31/201559,6811,540N/A3,444N/A
9/30/201559,7261,510N/A2,796N/A
6/30/201559,3031,929N/A2,818N/A

アナリストによる今後の成長予測

収入対貯蓄率: DHLの予測収益成長率 (年間5.8% ) は 貯蓄率 ( 1.9% ) を上回っています。

収益対市場: DHLの収益 ( 5.8% ) German市場 ( 16.9% ) よりも低い成長が予測されています。

高成長収益: DHL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: DHLの収益 ( 3.4% ) German市場 ( 6.5% ) よりも低い成長が予測されています。

高い収益成長: DHLの収益 ( 3.4% ) 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: DHL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 ( 16.8 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/11 15:54
終値2026/05/11 00:00
収益2026/03/31
年間収益2025/12/31

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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 16 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

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