Deutsche Post（1DHL）株式概要ドイツ郵政公社は、ドイツ、その他の欧州諸国、米州、アジア太平洋地域、中東、アフリカで郵便・ロジスティクス事業を展開している。 詳細1DHL ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長1/6過去の実績4/6財務の健全性3/6配当金5/6報酬当社が推定した公正価値より26%で取引されている 収益は年間6.65%増加すると予測されています 過去1年間で収益は4.4%増加しました 3.81%の安定した配当金を支払う 同業他社や業界と比較して、良好な取引価格 リスク分析多額の負債を抱えている すべてのリスクチェックを見る1DHL Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€50.0414.3% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture098b2016201920222025202620282031Revenue €97.9bEarnings €4.2bAdvancedSet Fair ValueView all narrativesDeutsche Post AG 競合他社United Parcel ServiceSymbol: NYSE:UPSMarket cap: US$85.9bFedExSymbol: NYSE:FDXMarket cap: US$94.1bDSVSymbol: CPSE:DSVMarket cap: DKK 363.4bS.F. HoldingSymbol: SZSE:002352Market cap: CN¥173.1b価格と性能株価の高値、安値、推移の概要Deutsche Post過去の株価現在の株価€50.0452週高値€51.5252週安値€36.98ベータ1.151ヶ月の変化4.69%3ヶ月変化1.19%1年変化31.58%3年間の変化18.87%5年間の変化-9.84%IPOからの変化102.02%最新ニュースReported Earnings • May 05First quarter 2026 earnings released: EPS: €0.73 (vs €0.68 in 1Q 2025)First quarter 2026 results: EPS: €0.73 (up from €0.68 in 1Q 2025). Revenue: €20.4b (down 3.2% from 1Q 2025). Net income: €812.0m (up 3.2% from 1Q 2025). Profit margin: 4.0% (up from 3.7% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Upcoming Dividend • Apr 29Upcoming dividend of €1.90 per shareEligible shareholders must have bought the stock before 06 May 2026. Payment date: 08 May 2026. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of Italian dividend payers (4.5%). Higher than average of industry peers (2.4%).お知らせ • Mar 24Deutsche Post AG, Annual General Meeting, May 05, 2026Deutsche Post AG, Annual General Meeting, May 05, 2026, at 10:00 W. Europe Standard Time.お知らせ • Mar 10+ 3 more updatesDeutsche Post AG to Report Fiscal Year 2026 Results on Mar 05, 2027Deutsche Post AG announced that they will report fiscal year 2026 results on Mar 05, 2027Reported Earnings • Mar 08Full year 2025 earnings released: EPS: €3.09 (vs €2.86 in FY 2024)Full year 2025 results: EPS: €3.09 (up from €2.86 in FY 2024). Revenue: €83.4b (down 1.6% from FY 2024). Net income: €3.50b (up 5.1% from FY 2024). Profit margin: 4.2% (up from 3.9% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.3% 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 12% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • Mar 06Deutsche Post AG announces Annual dividend, payable on May 08, 2026Deutsche Post AG announced Annual dividend of EUR 1.9000 per share payable on May 08, 2026, ex-date on May 06, 2026 and record date on May 07, 2026.最新情報をもっと見るRecent updatesReported Earnings • May 05First quarter 2026 earnings released: EPS: €0.73 (vs €0.68 in 1Q 2025)First quarter 2026 results: EPS: €0.73 (up from €0.68 in 1Q 2025). Revenue: €20.4b (down 3.2% from 1Q 2025). Net income: €812.0m (up 3.2% from 1Q 2025). Profit margin: 4.0% (up from 3.7% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Upcoming Dividend • Apr 29Upcoming dividend of €1.90 per shareEligible shareholders must have bought the stock before 06 May 2026. Payment date: 08 May 2026. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of Italian dividend payers (4.5%). Higher than average of industry peers (2.4%).お知らせ • Mar 24Deutsche Post AG, Annual General Meeting, May 05, 2026Deutsche Post AG, Annual General Meeting, May 05, 2026, at 10:00 W. Europe Standard Time.お知らせ • Mar 10+ 3 more updatesDeutsche Post AG to Report Fiscal Year 2026 Results on Mar 05, 2027Deutsche Post AG announced that they will report fiscal year 2026 results on Mar 05, 2027Reported Earnings • Mar 08Full year 2025 earnings released: EPS: €3.09 (vs €2.86 in FY 2024)Full year 2025 results: EPS: €3.09 (up from €2.86 in FY 2024). Revenue: €83.4b (down 1.6% from FY 2024). Net income: €3.50b (up 5.1% from FY 2024). Profit margin: 4.2% (up from 3.9% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.3% 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 12% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • Mar 06Deutsche Post AG announces Annual dividend, payable on May 08, 2026Deutsche Post AG announced Annual dividend of EUR 1.9000 per share payable on May 08, 2026, ex-date on May 06, 2026 and record date on May 07, 2026.Reported Earnings • Nov 07Third quarter 2025 earnings released: EPS: €0.75 (vs €0.64 in 3Q 2024)Third quarter 2025 results: EPS: €0.75 (up from €0.64 in 3Q 2024). Revenue: €20.1b (down 2.3% from 3Q 2024). Net income: €840.0m (up 12% from 3Q 2024). Profit margin: 4.2% (up from 3.6% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Reported Earnings • Aug 06Second quarter 2025 earnings released: EPS: €0.72 (vs €0.65 in 2Q 2024)Second quarter 2025 results: EPS: €0.72 (up from €0.65 in 2Q 2024). Revenue: €20.5b (flat on 2Q 2024). Net income: €815.0m (up 9.5% from 2Q 2024). Profit margin: 4.0% (up from 3.7% in 2Q 2024). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • Jun 20Deutsche Post AG Announces Executive ChangesDHL Group announced a change in leadership for DHL Supply Chain North America. Mark Kunar, current Chief Financial Officer & Chief Strategy Officer will assume the role of North America CEO with immediate effect. This follows the stepping down of Patrick Kelleher. Mark Kunar will report to Oscar de Bok, CEO of DHL Supply Chain. Mark Kunar joined DHL Supply Chain in 1996 as a Financial Analyst. In his nearly 30 years with the company he has grown to become a knowledgeable and respected leader holding various operational, finance, commercial and functional management positions. He stepped into his current role in 2024 and has been responsible for the development and implementation of the North America strategy to facilitate growth of products and sectors in the region. Under his leadership, the region has developed and executed against the core tenets of DHL’s Strategy 2030. Mark Kunar has also played a pivotal role in the company’s recent acquisitions in the North American market. Since January 2025, DHL Supply Chain has acquired Inmar Supply Chain Solutions, a leading returns solutions provider, CRYOPDP, a leading specialty pharma courier and IDS Fulfillment, an e-commerce provider. As CEO, Mark Kunar will be responsible for managing the business across the United States and Canada, leading a workforce of 52,000 associates. He notes that his immediate focus will be to manage the seamless integration of the newly acquired businesses into the DHL Supply Chain portfolio and the continued strengthening of the business’ capabilities and role as the leading contract logistics provider in North America.Reported Earnings • May 02First quarter 2025 earnings released: EPS: €0.68 (vs €0.63 in 1Q 2024)First quarter 2025 results: EPS: €0.68 (up from €0.63 in 1Q 2024). Revenue: €20.8b (up 2.8% from 1Q 2024). Net income: €786.0m (up 6.2% from 1Q 2024). Profit margin: 3.8% (up from 3.7% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Apr 28Upcoming dividend of €1.85 per shareEligible shareholders must have bought the stock before 05 May 2025. Payment date: 07 May 2025. Payout ratio is a comfortable 65% and this is well supported by cash flows. Trailing yield: 5.0%. Lower than top quartile of Italian dividend payers (5.7%). Higher than average of industry peers (2.9%).Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €33.51, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Logistics industry in Europe. Total loss to shareholders of 4.1% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €39.24 per share.お知らせ • Mar 26Deutsche Post AG, Annual General Meeting, May 02, 2025Deutsche Post AG, Annual General Meeting, May 02, 2025, at 10:00 W. Europe Standard Time.お知らせ • Mar 09+ 3 more updatesDeutsche Post AG to Report Fiscal Year 2025 Results on Mar 05, 2026Deutsche Post AG announced that they will report fiscal year 2025 results on Mar 05, 2026Declared Dividend • Mar 09Dividend of €1.85 announcedDividend of €1.85 is the same as last year. Ex-date: 5th May 2025 Payment date: 7th May 2025 Dividend yield will be 4.3%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 8.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 07Full year 2024 earnings released: EPS: €2.86 (vs €3.09 in FY 2023)Full year 2024 results: EPS: €2.86 (down from €3.09 in FY 2023). Revenue: €87.0b (up 5.9% from FY 2023). Net income: €3.33b (down 9.4% from FY 2023). Profit margin: 3.8% (down from 4.5% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Buy Or Sell Opportunity • Mar 07Now 21% undervaluedOver the last 90 days, the stock has risen 21% to €43.21. The fair value is estimated to be €54.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 18%. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings are also forecast to grow by 7.3% per annum over the same time period.お知らせ • Mar 07Deutsche Post AG announces Annual dividend, payable on May 07, 2025Deutsche Post AG announced Annual dividend of EUR 1.8500 per share payable on May 07, 2025, ex-date on May 05, 2025 and record date on May 06, 2025.Valuation Update With 7 Day Price Move • Mar 06Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €43.89, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Logistics industry in Europe. Total returns to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €52.76 per share.Reported Earnings • Nov 05Third quarter 2024 earnings released: EPS: €0.64 (vs €0.68 in 3Q 2023)Third quarter 2024 results: EPS: €0.64 (down from €0.68 in 3Q 2023). Revenue: €21.3b (up 9.9% from 3Q 2023). Net income: €751.0m (down 6.9% from 3Q 2023). Profit margin: 3.5% (down from 4.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 14% per year.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 whereas the company’s share price has fallen by 14% per year.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, 2025Reported Earnings • May 08First 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 whereas the company’s share price has fallen by 9% per year.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.Declared Dividend • Mar 08Dividend of €1.85 announcedShareholders will receive a dividend of €1.85. Ex-date: 6th May 2024 Payment date: 8th May 2024 Dividend yield will be 4.7%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.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 but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.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 but the company’s share price has remained flat, which means it is significantly lagging earnings.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 but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Aug 02Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €54.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 0.9% per annum. Earnings is also forecast to grow by 1.3% per annum over the same time period.Buying Opportunity • Jul 06Now 21% undervaluedOver the last 90 days, the stock is up 4.4%. The fair value is estimated to be €55.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 1.4% per annum. Earnings is also forecast to grow by 1.6% per annum over the same time period.Buying Opportunity • May 31Now 21% undervaluedOver the last 90 days, the stock is up 4.8%. The fair value is estimated to be €53.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings is also forecast to grow by 6.4% per annum over the same time period.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).Buying Opportunity • May 05Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 1.7%. The fair value is estimated to be €53.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 29%.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%. Lower than top quartile of Italian dividend payers (5.1%). 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 2.3% 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 22% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 10Third quarter 2022 earnings released: EPS: €1.02 (vs €0.88 in 3Q 2021)Third quarter 2022 results: EPS: €1.02 (up from €0.88 in 3Q 2021). Revenue: €24.0b (up 20% from 3Q 2021). Net income: €1.23b (up 13% from 3Q 2021). Profit margin: 5.1% (down from 5.4% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat 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 34% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.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 Italy. 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 13% per year, which means it is significantly lagging earnings growth.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 Italy. 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 11% 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%. Lower than top quartile of Italian dividend payers (4.7%). 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 1.6%, compared to a 5.6% growth forecast for the industry in Italy. 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 14% 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 24% 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 whereas the company’s share price has increased by 23% per year.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 14% 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 Italian dividend payers (3.9%). Higher than average of industry peers (1.9%).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 but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.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 Italy.Is New 90 Day High Low • Mar 10New 90-day high: €44.56The company is up 13% from its price of €39.35 on 09 December 2020. The Italian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €31.21 per share.Is New 90 Day High Low • Jan 14New 90-day high: €42.30The company is up 4.0% from its price of €40.72 on 15 October 2020. The Italian market is up 13% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Logistics industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €30.81 per share.Is New 90 Day High Low • Dec 18New 90-day high: €41.90The company is up 6.0% from its price of €39.50 on 18 September 2020. The Italian market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Logistics industry, which is also up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €38.74 per share.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.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 Italy.Is New 90 Day High Low • Oct 07New 90-day high: €41.06The company is up 20% from its price of €34.17 on 09 July 2020. The Italian market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed 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 €41.61 per share.株主還元1DHLIT LogisticsIT 市場7D7.0%1.3%0.7%1Y31.6%11.3%20.1%株主還元を見る業界別リターン: 1DHL過去 1 年間で11.3 % の収益を上げたItalian Logistics業界を上回りました。リターン対市場: 1DHL過去 1 年間で20.1 % の収益を上げたItalian市場を上回りました。価格変動Is 1DHL's price volatile compared to industry and market?1DHL volatility1DHL Average Weekly Movement5.4%Logistics Industry Average Movement5.2%Market Average Movement5.2%10% most volatile stocks in IT Market8.5%10% least volatile stocks in IT Market3.2%安定した株価: 1DHL 、 Italian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 1DHLの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1995579,479Tobias Meyergroup.dhl.comドイツポストAG は、ドイツ、その他の欧州諸国、米州、アジア太平洋地域、中東、アフリカで郵便・ロジスティクス事業を展開している。同社は5つのセグメントを通じて事業を展開している：エクスプレス、グローバル・フォワーディング、フレイト、サプライチェーン、eコマース、ポスト＆パーセル・ドイツである。エクスプレス部門は、企業および個人顧客に時間指定のクーリエおよびエクスプレス・サービスを提供している。グローバル・フォワーディング、フレイト部門は、航空、海上、陸上貨物輸送サービスを提供し、複合一貫輸送や分野別ソリューションを提供している。サプライチェーン部門は、倉庫や輸送サービス、付加価値サービスを含むモジュラーコンポーネントに基づいて、顧客にカスタマイズされたロジスティクスサービスとサプライチェーンソリューションを提供している。eコマース部門は、小包配送と非時間指定国際クロスボーダー・サービスを提供している。郵便・小包ドイツ部門は、書類や商品の輸送、仕分け、配達を行い、書留郵便、保険付き商品、リダイレクション、保管などの付加価値サービスを提供している。ドイツポスト社は1995年に設立され、本社はドイツのボンにある。もっと見るDeutsche Post AG 基礎のまとめDeutsche Post の収益と売上を時価総額と比較するとどうか。1DHL 基礎統計学時価総額€55.42b収益（TTM）€3.53b売上高(TTM)€83.04b15.7xPER（株価収益率0.7xP/Sレシオ1DHL は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計1DHL 損益計算書（TTM）収益€83.04b売上原価€68.49b売上総利益€14.55bその他の費用€11.03b収益€3.53b直近の収益報告Mar 31, 2026次回決算日Aug 05, 2026一株当たり利益（EPS）3.17グロス・マージン17.52%純利益率4.25%有利子負債／自己資本比率121.8%1DHL の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.8%現在の配当利回り61%配当性向View Valuation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2026/05/24 04:24終値2026/05/22 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 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。40 アナリスト機関Arancha PiñeiroBanco de Sabadell. S.A.Marco LimiteBarclaysDavid FintzenBarclays37 その他のアナリストを表示
Reported Earnings • May 05First quarter 2026 earnings released: EPS: €0.73 (vs €0.68 in 1Q 2025)First quarter 2026 results: EPS: €0.73 (up from €0.68 in 1Q 2025). Revenue: €20.4b (down 3.2% from 1Q 2025). Net income: €812.0m (up 3.2% from 1Q 2025). Profit margin: 4.0% (up from 3.7% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Upcoming Dividend • Apr 29Upcoming dividend of €1.90 per shareEligible shareholders must have bought the stock before 06 May 2026. Payment date: 08 May 2026. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of Italian dividend payers (4.5%). Higher than average of industry peers (2.4%).
お知らせ • Mar 24Deutsche Post AG, Annual General Meeting, May 05, 2026Deutsche Post AG, Annual General Meeting, May 05, 2026, at 10:00 W. Europe Standard Time.
お知らせ • Mar 10+ 3 more updatesDeutsche Post AG to Report Fiscal Year 2026 Results on Mar 05, 2027Deutsche Post AG announced that they will report fiscal year 2026 results on Mar 05, 2027
Reported Earnings • Mar 08Full year 2025 earnings released: EPS: €3.09 (vs €2.86 in FY 2024)Full year 2025 results: EPS: €3.09 (up from €2.86 in FY 2024). Revenue: €83.4b (down 1.6% from FY 2024). Net income: €3.50b (up 5.1% from FY 2024). Profit margin: 4.2% (up from 3.9% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.3% 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 12% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • Mar 06Deutsche Post AG announces Annual dividend, payable on May 08, 2026Deutsche Post AG announced Annual dividend of EUR 1.9000 per share payable on May 08, 2026, ex-date on May 06, 2026 and record date on May 07, 2026.
Reported Earnings • May 05First quarter 2026 earnings released: EPS: €0.73 (vs €0.68 in 1Q 2025)First quarter 2026 results: EPS: €0.73 (up from €0.68 in 1Q 2025). Revenue: €20.4b (down 3.2% from 1Q 2025). Net income: €812.0m (up 3.2% from 1Q 2025). Profit margin: 4.0% (up from 3.7% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Upcoming Dividend • Apr 29Upcoming dividend of €1.90 per shareEligible shareholders must have bought the stock before 06 May 2026. Payment date: 08 May 2026. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of Italian dividend payers (4.5%). Higher than average of industry peers (2.4%).
お知らせ • Mar 24Deutsche Post AG, Annual General Meeting, May 05, 2026Deutsche Post AG, Annual General Meeting, May 05, 2026, at 10:00 W. Europe Standard Time.
お知らせ • Mar 10+ 3 more updatesDeutsche Post AG to Report Fiscal Year 2026 Results on Mar 05, 2027Deutsche Post AG announced that they will report fiscal year 2026 results on Mar 05, 2027
Reported Earnings • Mar 08Full year 2025 earnings released: EPS: €3.09 (vs €2.86 in FY 2024)Full year 2025 results: EPS: €3.09 (up from €2.86 in FY 2024). Revenue: €83.4b (down 1.6% from FY 2024). Net income: €3.50b (up 5.1% from FY 2024). Profit margin: 4.2% (up from 3.9% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.3% 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 12% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • Mar 06Deutsche Post AG announces Annual dividend, payable on May 08, 2026Deutsche Post AG announced Annual dividend of EUR 1.9000 per share payable on May 08, 2026, ex-date on May 06, 2026 and record date on May 07, 2026.
Reported Earnings • Nov 07Third quarter 2025 earnings released: EPS: €0.75 (vs €0.64 in 3Q 2024)Third quarter 2025 results: EPS: €0.75 (up from €0.64 in 3Q 2024). Revenue: €20.1b (down 2.3% from 3Q 2024). Net income: €840.0m (up 12% from 3Q 2024). Profit margin: 4.2% (up from 3.6% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 06Second quarter 2025 earnings released: EPS: €0.72 (vs €0.65 in 2Q 2024)Second quarter 2025 results: EPS: €0.72 (up from €0.65 in 2Q 2024). Revenue: €20.5b (flat on 2Q 2024). Net income: €815.0m (up 9.5% from 2Q 2024). Profit margin: 4.0% (up from 3.7% in 2Q 2024). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • Jun 20Deutsche Post AG Announces Executive ChangesDHL Group announced a change in leadership for DHL Supply Chain North America. Mark Kunar, current Chief Financial Officer & Chief Strategy Officer will assume the role of North America CEO with immediate effect. This follows the stepping down of Patrick Kelleher. Mark Kunar will report to Oscar de Bok, CEO of DHL Supply Chain. Mark Kunar joined DHL Supply Chain in 1996 as a Financial Analyst. In his nearly 30 years with the company he has grown to become a knowledgeable and respected leader holding various operational, finance, commercial and functional management positions. He stepped into his current role in 2024 and has been responsible for the development and implementation of the North America strategy to facilitate growth of products and sectors in the region. Under his leadership, the region has developed and executed against the core tenets of DHL’s Strategy 2030. Mark Kunar has also played a pivotal role in the company’s recent acquisitions in the North American market. Since January 2025, DHL Supply Chain has acquired Inmar Supply Chain Solutions, a leading returns solutions provider, CRYOPDP, a leading specialty pharma courier and IDS Fulfillment, an e-commerce provider. As CEO, Mark Kunar will be responsible for managing the business across the United States and Canada, leading a workforce of 52,000 associates. He notes that his immediate focus will be to manage the seamless integration of the newly acquired businesses into the DHL Supply Chain portfolio and the continued strengthening of the business’ capabilities and role as the leading contract logistics provider in North America.
Reported Earnings • May 02First quarter 2025 earnings released: EPS: €0.68 (vs €0.63 in 1Q 2024)First quarter 2025 results: EPS: €0.68 (up from €0.63 in 1Q 2024). Revenue: €20.8b (up 2.8% from 1Q 2024). Net income: €786.0m (up 6.2% from 1Q 2024). Profit margin: 3.8% (up from 3.7% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Apr 28Upcoming dividend of €1.85 per shareEligible shareholders must have bought the stock before 05 May 2025. Payment date: 07 May 2025. Payout ratio is a comfortable 65% and this is well supported by cash flows. Trailing yield: 5.0%. Lower than top quartile of Italian dividend payers (5.7%). Higher than average of industry peers (2.9%).
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €33.51, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Logistics industry in Europe. Total loss to shareholders of 4.1% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €39.24 per share.
お知らせ • Mar 26Deutsche Post AG, Annual General Meeting, May 02, 2025Deutsche Post AG, Annual General Meeting, May 02, 2025, at 10:00 W. Europe Standard Time.
お知らせ • Mar 09+ 3 more updatesDeutsche Post AG to Report Fiscal Year 2025 Results on Mar 05, 2026Deutsche Post AG announced that they will report fiscal year 2025 results on Mar 05, 2026
Declared Dividend • Mar 09Dividend of €1.85 announcedDividend of €1.85 is the same as last year. Ex-date: 5th May 2025 Payment date: 7th May 2025 Dividend yield will be 4.3%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 8.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 07Full year 2024 earnings released: EPS: €2.86 (vs €3.09 in FY 2023)Full year 2024 results: EPS: €2.86 (down from €3.09 in FY 2023). Revenue: €87.0b (up 5.9% from FY 2023). Net income: €3.33b (down 9.4% from FY 2023). Profit margin: 3.8% (down from 4.5% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Mar 07Now 21% undervaluedOver the last 90 days, the stock has risen 21% to €43.21. The fair value is estimated to be €54.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 18%. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings are also forecast to grow by 7.3% per annum over the same time period.
お知らせ • Mar 07Deutsche Post AG announces Annual dividend, payable on May 07, 2025Deutsche Post AG announced Annual dividend of EUR 1.8500 per share payable on May 07, 2025, ex-date on May 05, 2025 and record date on May 06, 2025.
Valuation Update With 7 Day Price Move • Mar 06Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €43.89, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Logistics industry in Europe. Total returns to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €52.76 per share.
Reported Earnings • Nov 05Third quarter 2024 earnings released: EPS: €0.64 (vs €0.68 in 3Q 2023)Third quarter 2024 results: EPS: €0.64 (down from €0.68 in 3Q 2023). Revenue: €21.3b (up 9.9% from 3Q 2023). Net income: €751.0m (down 6.9% from 3Q 2023). Profit margin: 3.5% (down from 4.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 14% per year.
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 whereas the company’s share price has fallen by 14% per year.
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
Reported Earnings • May 08First 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 whereas the company’s share price has fallen by 9% per year.
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.
Declared Dividend • Mar 08Dividend of €1.85 announcedShareholders will receive a dividend of €1.85. Ex-date: 6th May 2024 Payment date: 8th May 2024 Dividend yield will be 4.7%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
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 but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
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 but the company’s share price has remained flat, which means it is significantly lagging earnings.
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 but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Aug 02Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €54.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 0.9% per annum. Earnings is also forecast to grow by 1.3% per annum over the same time period.
Buying Opportunity • Jul 06Now 21% undervaluedOver the last 90 days, the stock is up 4.4%. The fair value is estimated to be €55.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 1.4% per annum. Earnings is also forecast to grow by 1.6% per annum over the same time period.
Buying Opportunity • May 31Now 21% undervaluedOver the last 90 days, the stock is up 4.8%. The fair value is estimated to be €53.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings is also forecast to grow by 6.4% per annum over the same time period.
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).
Buying Opportunity • May 05Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 1.7%. The fair value is estimated to be €53.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 29%.
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%. Lower than top quartile of Italian dividend payers (5.1%). 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 2.3% 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 22% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 10Third quarter 2022 earnings released: EPS: €1.02 (vs €0.88 in 3Q 2021)Third quarter 2022 results: EPS: €1.02 (up from €0.88 in 3Q 2021). Revenue: €24.0b (up 20% from 3Q 2021). Net income: €1.23b (up 13% from 3Q 2021). Profit margin: 5.1% (down from 5.4% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat 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 34% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
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 Italy. 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 13% per year, which means it is significantly lagging earnings growth.
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 Italy. 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 11% 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%. Lower than top quartile of Italian dividend payers (4.7%). 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 1.6%, compared to a 5.6% growth forecast for the industry in Italy. 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 14% 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 24% 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 whereas the company’s share price has increased by 23% per year.
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 14% 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 Italian dividend payers (3.9%). Higher than average of industry peers (1.9%).
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 but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
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 Italy.
Is New 90 Day High Low • Mar 10New 90-day high: €44.56The company is up 13% from its price of €39.35 on 09 December 2020. The Italian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €31.21 per share.
Is New 90 Day High Low • Jan 14New 90-day high: €42.30The company is up 4.0% from its price of €40.72 on 15 October 2020. The Italian market is up 13% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Logistics industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €30.81 per share.
Is New 90 Day High Low • Dec 18New 90-day high: €41.90The company is up 6.0% from its price of €39.50 on 18 September 2020. The Italian market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Logistics industry, which is also up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €38.74 per share.
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.
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 Italy.
Is New 90 Day High Low • Oct 07New 90-day high: €41.06The company is up 20% from its price of €34.17 on 09 July 2020. The Italian market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed 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 €41.61 per share.
