Deutsche Post 過去の業績
過去 基準チェック /46
Deutsche Postの収益は年間平均-9.4%の割合で減少していますが、 Logistics業界の収益は年間 増加しています。収益は年間8.9% 0.8%割合で 増加しています。 Deutsche Postの自己資本利益率は15.7%であり、純利益率は4.2%です。
主要情報
-9.43%
収益成長率
-7.58%
EPS成長率
| Logistics 業界の成長 | 20.75% |
| 収益成長率 | 0.79% |
| 株主資本利益率 | 15.68% |
| ネット・マージン | 4.25% |
| 次回の業績アップデート | 05 Aug 2026 |
最近の業績更新
Recent updates
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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...ナラティブの更新 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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...
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.収支内訳
収支内訳
Deutsche Post の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Mar 26 | 83,044 | 3,527 | 350 | 0 |
| 31 Dec 25 | 83,433 | 3,501 | 350 | 0 |
| 30 Sep 25 | 83,769 | 3,538 | 197 | 0 |
| 30 Jun 25 | 84,233 | 3,449 | 197 | 0 |
| 31 Mar 25 | 85,051 | 3,378 | 198 | 0 |
| 31 Dec 24 | 84,771 | 3,332 | 357 | 0 |
| 30 Sep 24 | 83,363 | 3,214 | 372 | 0 |
| 30 Jun 24 | 82,169 | 3,270 | 372 | 0 |
| 31 Mar 24 | 81,640 | 3,504 | 373 | 0 |
| 31 Dec 23 | 82,291 | 3,675 | 372 | 0 |
| 30 Sep 23 | 84,526 | 4,031 | 398 | 0 |
| 30 Jun 23 | 89,166 | 4,444 | 398 | 0 |
| 31 Mar 23 | 93,133 | 4,919 | 408 | 0 |
| 31 Dec 22 | 94,776 | 5,359 | 398 | 0 |
| 30 Sep 22 | 94,339 | 5,508 | 433 | 0 |
| 30 Jun 22 | 90,337 | 5,375 | 433 | 0 |
| 31 Mar 22 | 85,817 | 5,214 | 430 | 0 |
| 31 Dec 21 | 82,048 | 5,053 | 433 | 0 |
| 30 Sep 21 | 77,840 | 4,871 | 331 | 0 |
| 30 Jun 21 | 74,026 | 4,635 | 331 | 0 |
| 31 Mar 21 | 70,499 | 3,868 | 330 | 0 |
| 31 Dec 20 | 67,094 | 2,979 | 331 | 0 |
| 30 Sep 20 | 64,826 | 2,535 | 371 | 0 |
| 30 Jun 20 | 64,156 | 2,245 | 371 | 0 |
| 31 Mar 20 | 63,706 | 2,178 | 356 | 0 |
| 31 Dec 19 | 63,588 | 2,623 | 371 | 0 |
| 30 Sep 19 | 63,272 | 2,578 | 109 | 0 |
| 30 Jun 19 | 62,569 | 2,163 | 109 | 0 |
| 31 Mar 19 | 62,442 | 2,221 | 369 | 0 |
| 31 Dec 18 | 61,769 | 2,075 | 374 | 0 |
| 30 Sep 18 | 60,814 | 2,099 | 401 | 0 |
| 30 Jun 18 | 60,604 | 2,594 | 401 | 0 |
| 31 Mar 18 | 60,391 | 2,680 | 421 | 0 |
| 31 Dec 17 | 60,652 | 2,713 | 437 | 0 |
| 30 Sep 17 | 60,302 | 2,717 | 422 | 0 |
| 30 Jun 17 | 59,525 | 2,694 | 422 | 0 |
| 31 Mar 17 | 58,859 | 2,633 | 401 | 0 |
| 31 Dec 16 | 57,804 | 2,639 | 385 | 0 |
| 30 Sep 16 | 57,685 | 2,468 | 390 | 0 |
| 30 Jun 16 | 58,247 | 1,899 | 390 | 0 |
| 31 Mar 16 | 58,758 | 1,684 | 406 | 0 |
| 31 Dec 15 | 59,681 | 1,540 | 429 | 0 |
| 30 Sep 15 | 59,726 | 1,510 | 427 | 0 |
| 30 Jun 15 | 59,303 | 1,929 | 427 | 0 |
質の高い収益: DHLは 高品質の収益 を持っています。
利益率の向上: DHLの現在の純利益率 (4.2%)は、昨年(4%)よりも高くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: DHLの収益は過去 5 年間で年間9.4%減少しました。
成長の加速: DHLの過去 1 年間の収益成長率 ( 4.4% ) は、5 年間の平均 ( 年間-9.4%を上回っています。
収益対業界: DHLの過去 1 年間の収益成長率 ( 4.4% ) はLogistics業界-4.9%を上回りました。
株主資本利益率
高いROE: DHLの 自己資本利益率 ( 15.7% ) は 低い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/05/21 21:03 |
| 終値 | 2026/05/21 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 |
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| アナリストのコンセンサス予想 | +プラス3年 |
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 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
| アナリスト | 機関 |
|---|---|
| Arancha Piñeiro | Banco de Sabadell. S.A. |
| Susanna Invernizzi | Barclays |
| Marco Limite | Barclays |