View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsDeutsche Post 향후 성장Future 기준 점검 2/6Deutsche Post (는) 각각 연간 9.2% 및 4.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 9.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 16.6% 로 예상됩니다.핵심 정보9.2%이익 성장률9.62%EPS 성장률Logistics 이익 성장17.1%매출 성장률4.5%향후 자기자본이익률16.63%애널리스트 커버리지Good마지막 업데이트30 Aug 2024최근 향후 성장 업데이트공시 • Oct 11Deutsche Post AG Revises Earnings Guidance for the Full Year 2022Deutsche Post AG revised earnings guidance for the full year 2022. 2022 EBIT guidance (currently: EUR 8.0 billion. +/-5%) will be revised upwards with the formal release of full third quarter of 2022 earnings.공시 • Aug 06Deutsche Post AG Confirms Earnings Guidance for the Year 2022 and 2024Deutsche Post AG confirmed earnings guidance for the year 2022 and 2024. The Group confirms its 2022 EBIT guidance of EUR 8.0 billion (+ /- 5%) even in consideration of a possible global economic downturn in the second half of 2022. Due to the increasing uncertain global economic development, the Group published scenario-based sensitivities for its 2022 EBIT guidance: If global GDP growth slows in the second half of the year, the Group expects EBIT in the upper half of its guidance (between EUR 8.0 billion and EUR 8.4 billion) - Even assuming a sharp slowdown of the global economy in the second half of 2022, the Group expects EBIT in the lower half of its guidance (between EUR 7.6 and 8.0 billion) - With unchanged business momentum, the Group even considers an EBIT of more than EUR 8.4 billion being achievable.The Group also confirms its mid-term EBIT guidance of around EUR 8.5 billion for 2024.공시 • Apr 11Deutsche Post Ag Revises Earnings Guidance for the Full Year of 2021Deutsche Post AG revised earnings guidance for the full year of 2021. For the year, the company now expects a Group EBIT to be 'significantly above' EUR 5.6 billion .공시 • Oct 08Deutsche Post AG Revises Earnings Guidance for the Full Year of 2020Deutsche Post AG revised earnings guidance for the full year of 2020. Based on preliminary group results for the month of September and hence third quarter of 2020, management has assessed the outlook for the remainder of the year. The overall positive development of the group's businesses going out of second quarter of 2020 has continued well through the third quarter. The reported group-EBIT is expected between EUR 4.1 billion to EUR 4.4 billion compared to EUR 3.5 billion to EUR 3.8 billion previous guidance for the same period.모든 업데이트 보기Recent updatesReported Earnings • Aug 04Second quarter 2024 earnings released: EPS: €0.64 (vs €0.82 in 2Q 2023)Second quarter 2024 results: EPS: €0.64 (down from €0.82 in 2Q 2023). Revenue: €20.6b (up 2.7% from 2Q 2023). Net income: €744.0m (down 24% from 2Q 2023). Profit margin: 3.6% (down from 4.9% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has remained flat, which means it is well ahead of earnings.공시 • May 12+ 3 more updatesDeutsche Post AG to Report Nine Months, 2025 Results on Nov 06, 2025Deutsche Post AG announced that they will report nine months, 2025 results on Nov 06, 2025New Risk • May 09New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 77% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.Reported Earnings • May 09First quarter 2024 earnings released: EPS: €0.63 (vs €0.76 in 1Q 2023)First quarter 2024 results: EPS: €0.63 (down from €0.76 in 1Q 2023). Revenue: €20.9b (down 1.4% from 1Q 2023). Net income: €743.0m (down 18% from 1Q 2023). Profit margin: 3.6% (down from 4.3% in 1Q 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Upcoming Dividend • Apr 29Upcoming dividend of €1.85 per shareEligible shareholders must have bought the stock before 06 May 2024. Payment date: 08 May 2024. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 4.8%. Within top quartile of Swiss dividend payers (4.2%). Higher than average of industry peers (3.2%).공시 • Mar 14DHL Appoints Tay Yi Ning as Head of Asia Pacific Innovation Centre in SingaporeDHL appointed Tay Yi Ning as the new Head of Asia Pacific Innovation Centre in Singapore. In her new role, Ning plans to further advance the innovation centre's position to become a reference for futuristic logistics solutions and customer centricity. She also leads a team dedicated to driving innovation-focused customer engagements and fostering open and collaborative discussions among solutions providers and start-ups. Ning comes with nearly 20 years of customer relations expertise at DHL and brings with her a sound understanding of customers' unique logistics challenges and industry insights from across the region. Ning started her career at DHL Group in 2008 in the technology business development team of DHL Global Forwarding. In 2015, she moved to the DHL CSI team as Regional Customer Director for the technology sector and supported highly strategic customers, where she remained until she assumed her latest role.Reported Earnings • Mar 07Full year 2023 earnings released: EPS: €3.09 (vs €4.41 in FY 2022)Full year 2023 results: EPS: €3.09 (down from €4.41 in FY 2022). Revenue: €84.5b (down 11% from FY 2022). Net income: €3.68b (down 31% from FY 2022). Profit margin: 4.3% (down from 5.7% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 9% per year.New Risk • Nov 12New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 81% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.Reported Earnings • Nov 12Third quarter 2023 earnings released: EPS: €0.68 (vs €1.02 in 3Q 2022)Third quarter 2023 results: EPS: €0.68 (down from €1.02 in 3Q 2022). Revenue: €19.4b (down 19% from 3Q 2022). Net income: €807.0m (down 34% from 3Q 2022). Profit margin: 4.2% (down from 5.1% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 12% per year.Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: €0.82 (vs €1.20 in 2Q 2022)Second quarter 2023 results: EPS: €0.82 (down from €1.20 in 2Q 2022). Revenue: €20.1b (down 16% from 2Q 2022). Net income: €978.0m (down 33% from 2Q 2022). Profit margin: 4.9% (down from 6.1% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, while revenues in the Logistics industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 18% per year.공시 • Jul 26Deutsche Post AG (XTRA:DHL) signed an agreement to acquire Mng Kargo Yurtici ve Yurtdisi Tasimacilik A.S.Deutsche Post AG (XTRA:DHL) signed an agreement to acquire Mng Kargo Yurtici ve Yurtdisi Tasimacilik A.S. on July 25, 2023. The transaction is subject to merger control clearance by the Turkish Competition Authority as well as approval of the Turkish Information and Communications Technologies Authority.공시 • May 18Deutsche Bahn Reportedly Not in Hurry to Start Schenker Sales ProcessGerman railway operator Deutsche Bahn AG has still not fixed a date to begin the sales process for its logistics business Schenker AG, which could be valued at up to EUR 15 billion, German paper Handelsblatt reported on May 17, 2023. The railway operator has been evaluating the potential sales since 2022. Deutsche Bahn and Schenker are in the process of gathering all the necessary facts for a possible sales process. Once the facts are collected, all options will be examined, Schenker Chief Executive Officer Jochen Thewes and Deutsche Bahn’s Chief Financial Officer Levin Holle said in a letter to employees seen by Handelsblatt. “We prepare everything with the necessary care and without pressure,” the two executives said in the letter. While Deutsche Bahn is interested in reaching a result quickly, the company must act carefully and take into account the current situation, especially on the financial markets, in order to achieve the best possible outcome. Overall, Schenker will be sold only if the deal is financially advantageous for Deutsche Bank and opens up growth opportunities for Schenker, they added. According to a bidder cited by Handelsblatt, Deutsche Bahn may have missed the right time for the sale as the market environment has now become unfavourable. Reportedly, Schenker has also attracted the interest of rival companies such as Danish DSV A/S (CPSE:DSV) and Deutsche Post AG (XTRA:DPW).Reported Earnings • May 06First quarter 2023 earnings released: EPS: €0.76 (vs €1.10 in 1Q 2022)First quarter 2023 results: EPS: €0.76 (down from €1.10 in 1Q 2022). Revenue: €20.9b (down 8.3% from 1Q 2022). Net income: €911.0m (down 33% from 1Q 2022). Profit margin: 4.4% (down from 5.9% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, while revenues in the Logistics industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Apr 28Upcoming dividend of €1.85 per share at 4.3% yieldEligible shareholders must have bought the stock before 05 May 2023. Payment date: 09 May 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Swiss dividend payers (4.3%). Higher than average of industry peers (2.9%).Reported Earnings • Mar 12Full year 2022 earnings released: EPS: €4.41 (vs €4.10 in FY 2021)Full year 2022 results: EPS: €4.41 (up from €4.10 in FY 2021). Revenue: €97.4b (up 19% from FY 2021). Net income: €5.36b (up 6.1% from FY 2021). Profit margin: 5.5% (down from 6.2% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 2.7% decline forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.공시 • Dec 16Deutsche Post Reportedly Eyes Takeover of Deutsche Bahn's SchenkerDeutsche Post AG (XTRA:DPW) subsidiary DHL is interested in buying Schenker, the logistics subsidiary of German rail operator Deutsche Bahn AG, Manager Magazin reported, citing people familiar with the matter. The report said Schenker could be sold at a price well below 20 billion euros due to a slowdown in the logistics sector. A spokesperson for Deutsche Post would not comment on the report. Deutsche Bahn also declined to comment on the report.공시 • Oct 11Deutsche Post AG Revises Earnings Guidance for the Full Year 2022Deutsche Post AG revised earnings guidance for the full year 2022. 2022 EBIT guidance (currently: EUR 8.0 billion. +/-5%) will be revised upwards with the formal release of full third quarter of 2022 earnings.Reported Earnings • Aug 07Second quarter 2022 earnings released: EPS: €1.20 (vs €1.05 in 2Q 2021)Second quarter 2022 results: EPS: €1.20 (up from €1.05 in 2Q 2021). Revenue: €24.0b (up 25% from 2Q 2021). Net income: €1.46b (up 13% from 2Q 2021). Profit margin: 6.1% (down from 6.7% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is expected to shrink by 5.0% compared to a 1.6% growth forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.공시 • Aug 06Deutsche Post AG Confirms Earnings Guidance for the Year 2022 and 2024Deutsche Post AG confirmed earnings guidance for the year 2022 and 2024. The Group confirms its 2022 EBIT guidance of EUR 8.0 billion (+ /- 5%) even in consideration of a possible global economic downturn in the second half of 2022. Due to the increasing uncertain global economic development, the Group published scenario-based sensitivities for its 2022 EBIT guidance: If global GDP growth slows in the second half of the year, the Group expects EBIT in the upper half of its guidance (between EUR 8.0 billion and EUR 8.4 billion) - Even assuming a sharp slowdown of the global economy in the second half of 2022, the Group expects EBIT in the lower half of its guidance (between EUR 7.6 and 8.0 billion) - With unchanged business momentum, the Group even considers an EBIT of more than EUR 8.4 billion being achievable.The Group also confirms its mid-term EBIT guidance of around EUR 8.5 billion for 2024.Reported Earnings • May 06First quarter 2022 earnings released: EPS: €1.10 (vs €0.96 in 1Q 2021)First quarter 2022 results: EPS: €1.10 (up from €0.96 in 1Q 2021). Revenue: €22.6b (up 19% from 1Q 2021). Net income: €1.35b (up 14% from 1Q 2021). Profit margin: 6.0% (down from 6.2% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to stay flat compared to a 1.6% growth forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 02Upcoming dividend of €1.80 per shareEligible shareholders must have bought the stock before 09 May 2022. Payment date: 11 May 2022. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 4.4%. Within top quartile of Swiss dividend payers (3.8%). Higher than average of industry peers (3.1%).Reported Earnings • Mar 11Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €4.10 (up from €2.41 in FY 2020). Revenue: €82.2b (up 23% from FY 2020). Net income: €5.05b (up 70% from FY 2020). Profit margin: 6.2% (up from 4.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.5%. Over the next year, revenue is forecast to grow 1.7%, compared to a 6.1% growth forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 08Third quarter 2021 earnings released: EPS €0.88 (vs €0.69 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €20.0b (up 23% from 3Q 2020). Net income: €1.09b (up 28% from 3Q 2020). Profit margin: 5.4% (up from 5.2% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 25% per year.Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS €1.05 (vs €0.43 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €19.5b (up 23% from 2Q 2020). Net income: €1.29b (up 146% from 2Q 2020). Profit margin: 6.6% (up from 3.3% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year and the company’s share price has also increased by 21% per year.Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improved over the past weekAfter last week's 28% share price gain to €63.24, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Logistics industry in Europe. Total returns to shareholders of 103% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF91.37 per share.Reported Earnings • May 08First quarter 2021 earnings released: EPS €0.96 (vs €0.24 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €19.3b (up 23% from 1Q 2020). Net income: €1.19b (up 295% from 1Q 2020). Profit margin: 6.2% (up from 1.9% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 7% per year.Upcoming Dividend • Apr 30Upcoming dividend of €1.35 per shareEligible shareholders must have bought the stock before 07 May 2021. Payment date: 11 May 2021. Trailing yield: 2.8%. Lower than top quartile of Swiss dividend payers (3.6%). Higher than average of industry peers (1.9%).공시 • Apr 11Deutsche Post Ag Revises Earnings Guidance for the Full Year of 2021Deutsche Post AG revised earnings guidance for the full year of 2021. For the year, the company now expects a Group EBIT to be 'significantly above' EUR 5.6 billion .공시 • Mar 11+ 1 more updateDeutsche Post AG, Annual General Meeting, May 06, 2022Deutsche Post AG, Annual General Meeting, May 06, 2022.Reported Earnings • Mar 10Full year 2020 earnings released: EPS €2.41 (vs €2.13 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €68.9b (up 8.4% from FY 2019). Net income: €2.98b (up 14% from FY 2019). Profit margin: 4.3% (up from 4.1% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 5% per year.Analyst Estimate Surprise Post Earnings • Mar 10Revenue beats expectationsRevenue exceeded analyst estimates by 0.3%. Over the next year, revenue is forecast to stay flat compared to a 5.8% growth forecast for the Logistics industry in Switzerland.Analyst Estimate Surprise Post Earnings • Nov 11Revenue misses expectationsRevenue missed analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 1.3%, compared to a 2.3% growth forecast for the Logistics industry in Switzerland.Reported Earnings • Nov 11Third quarter 2020 earnings released: EPS €0.69The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €16.8b (up 7.8% from 3Q 2019). Net income: €851.0m (up 52% from 3Q 2019). Profit margin: 5.1% (up from 3.6% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 1% per year.공시 • Oct 08Deutsche Post AG Revises Earnings Guidance for the Full Year of 2020Deutsche Post AG revised earnings guidance for the full year of 2020. Based on preliminary group results for the month of September and hence third quarter of 2020, management has assessed the outlook for the remainder of the year. The overall positive development of the group's businesses going out of second quarter of 2020 has continued well through the third quarter. The reported group-EBIT is expected between EUR 4.1 billion to EUR 4.4 billion compared to EUR 3.5 billion to EUR 3.8 billion previous guidance for the same period.Is New 90 Day High Low • Oct 07New 90-day high: CHF45.00The company is up 18% from its price of CHF38.03 on 08 July 2020. The Swiss market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Logistics industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF50.06 per share.이익 및 매출 성장 예측SWX:DPW - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202690,9164,2343,3999,3671012/31/202587,3643,9193,0558,2781112/31/202484,0603,4362,8438,379106/30/202482,0423,2725,5508,626N/A3/31/202481,4973,5065,5758,864N/A12/31/202382,1613,6775,8779,258N/A9/30/202384,5834,0315,9139,868N/A6/30/202389,2234,4446,77210,799N/A3/31/202392,9284,9196,95210,934N/A12/31/202294,7765,3597,05310,965N/A9/30/202294,3395,5086,63010,491N/A6/30/202290,3375,3755,8819,675N/A3/31/202285,8175,2146,1589,929N/A12/31/202182,0485,0536,2579,993N/A9/30/202177,8404,8716,75610,295N/A6/30/202174,0264,6356,73610,031N/A3/31/202170,4993,8686,4109,439N/A12/31/202067,0942,9794,7777,699N/A9/30/202064,8262,5354,8487,444N/A6/30/202064,1562,2454,1236,928N/A3/31/202063,7062,1782,9726,547N/A12/31/201963,5882,6232,4376,049N/A9/30/201963,2722,5782,5086,038N/A6/30/201962,5692,1632,1435,590N/A3/31/201962,4422,2212,9545,680N/A12/31/201861,7692,0753,1475,796N/A9/30/201860,8142,0991,9594,671N/A6/30/201860,6042,5941,8054,204N/A3/31/201860,3912,680N/A3,575N/A12/31/201760,6522,713N/A3,297N/A9/30/201760,3022,717N/A3,695N/A6/30/201759,5252,694N/A3,628N/A3/31/201758,8592,633N/A2,741N/A12/31/201657,8042,639N/A2,439N/A9/30/201657,6852,468N/A2,821N/A6/30/201658,2471,899N/A2,726N/A3/31/201658,7581,684N/A3,153N/A12/31/201559,6811,540N/A3,444N/A9/30/201559,7261,510N/A2,796N/A6/30/201559,3031,929N/A2,818N/A3/31/201558,2962,064N/A3,035N/A12/31/201457,0852,071N/A3,040N/A9/30/201456,1482,203N/A2,943N/A6/30/201455,6012,134N/A2,939N/A3/31/201455,5622,095N/A2,952N/A12/31/201355,3242,091N/A2,989N/A9/30/201355,5501,857N/A798N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: DPW 의 연간 예상 수익 증가율(9.2%)이 saving rate(0.3%)보다 높습니다.수익 vs 시장: DPW 의 연간 수익(9.2%)이 Swiss 시장(10.9%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: DPW 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: DPW 의 수익(연간 4.5%)이 Swiss 시장(연간 4.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: DPW 의 수익(연간 4.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: DPW의 자본 수익률은 3년 후 16.6%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTransportation 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2024/09/03 13:04종가2024/09/03 00:00수익2024/06/30연간 수익2023/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Deutsche Post AG는 39명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Arancha PiñeiroBanco de Sabadell. S.A.Susanna InvernizziBarclaysMarco LimiteBarclays36명의 분석가 더 보기
공시 • Oct 11Deutsche Post AG Revises Earnings Guidance for the Full Year 2022Deutsche Post AG revised earnings guidance for the full year 2022. 2022 EBIT guidance (currently: EUR 8.0 billion. +/-5%) will be revised upwards with the formal release of full third quarter of 2022 earnings.
공시 • Aug 06Deutsche Post AG Confirms Earnings Guidance for the Year 2022 and 2024Deutsche Post AG confirmed earnings guidance for the year 2022 and 2024. The Group confirms its 2022 EBIT guidance of EUR 8.0 billion (+ /- 5%) even in consideration of a possible global economic downturn in the second half of 2022. Due to the increasing uncertain global economic development, the Group published scenario-based sensitivities for its 2022 EBIT guidance: If global GDP growth slows in the second half of the year, the Group expects EBIT in the upper half of its guidance (between EUR 8.0 billion and EUR 8.4 billion) - Even assuming a sharp slowdown of the global economy in the second half of 2022, the Group expects EBIT in the lower half of its guidance (between EUR 7.6 and 8.0 billion) - With unchanged business momentum, the Group even considers an EBIT of more than EUR 8.4 billion being achievable.The Group also confirms its mid-term EBIT guidance of around EUR 8.5 billion for 2024.
공시 • Apr 11Deutsche Post Ag Revises Earnings Guidance for the Full Year of 2021Deutsche Post AG revised earnings guidance for the full year of 2021. For the year, the company now expects a Group EBIT to be 'significantly above' EUR 5.6 billion .
공시 • Oct 08Deutsche Post AG Revises Earnings Guidance for the Full Year of 2020Deutsche Post AG revised earnings guidance for the full year of 2020. Based on preliminary group results for the month of September and hence third quarter of 2020, management has assessed the outlook for the remainder of the year. The overall positive development of the group's businesses going out of second quarter of 2020 has continued well through the third quarter. The reported group-EBIT is expected between EUR 4.1 billion to EUR 4.4 billion compared to EUR 3.5 billion to EUR 3.8 billion previous guidance for the same period.
Reported Earnings • Aug 04Second quarter 2024 earnings released: EPS: €0.64 (vs €0.82 in 2Q 2023)Second quarter 2024 results: EPS: €0.64 (down from €0.82 in 2Q 2023). Revenue: €20.6b (up 2.7% from 2Q 2023). Net income: €744.0m (down 24% from 2Q 2023). Profit margin: 3.6% (down from 4.9% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
공시 • May 12+ 3 more updatesDeutsche Post AG to Report Nine Months, 2025 Results on Nov 06, 2025Deutsche Post AG announced that they will report nine months, 2025 results on Nov 06, 2025
New Risk • May 09New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 77% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.
Reported Earnings • May 09First quarter 2024 earnings released: EPS: €0.63 (vs €0.76 in 1Q 2023)First quarter 2024 results: EPS: €0.63 (down from €0.76 in 1Q 2023). Revenue: €20.9b (down 1.4% from 1Q 2023). Net income: €743.0m (down 18% from 1Q 2023). Profit margin: 3.6% (down from 4.3% in 1Q 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Upcoming Dividend • Apr 29Upcoming dividend of €1.85 per shareEligible shareholders must have bought the stock before 06 May 2024. Payment date: 08 May 2024. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 4.8%. Within top quartile of Swiss dividend payers (4.2%). Higher than average of industry peers (3.2%).
공시 • Mar 14DHL Appoints Tay Yi Ning as Head of Asia Pacific Innovation Centre in SingaporeDHL appointed Tay Yi Ning as the new Head of Asia Pacific Innovation Centre in Singapore. In her new role, Ning plans to further advance the innovation centre's position to become a reference for futuristic logistics solutions and customer centricity. She also leads a team dedicated to driving innovation-focused customer engagements and fostering open and collaborative discussions among solutions providers and start-ups. Ning comes with nearly 20 years of customer relations expertise at DHL and brings with her a sound understanding of customers' unique logistics challenges and industry insights from across the region. Ning started her career at DHL Group in 2008 in the technology business development team of DHL Global Forwarding. In 2015, she moved to the DHL CSI team as Regional Customer Director for the technology sector and supported highly strategic customers, where she remained until she assumed her latest role.
Reported Earnings • Mar 07Full year 2023 earnings released: EPS: €3.09 (vs €4.41 in FY 2022)Full year 2023 results: EPS: €3.09 (down from €4.41 in FY 2022). Revenue: €84.5b (down 11% from FY 2022). Net income: €3.68b (down 31% from FY 2022). Profit margin: 4.3% (down from 5.7% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 9% per year.
New Risk • Nov 12New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 81% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.
Reported Earnings • Nov 12Third quarter 2023 earnings released: EPS: €0.68 (vs €1.02 in 3Q 2022)Third quarter 2023 results: EPS: €0.68 (down from €1.02 in 3Q 2022). Revenue: €19.4b (down 19% from 3Q 2022). Net income: €807.0m (down 34% from 3Q 2022). Profit margin: 4.2% (down from 5.1% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 12% per year.
Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: €0.82 (vs €1.20 in 2Q 2022)Second quarter 2023 results: EPS: €0.82 (down from €1.20 in 2Q 2022). Revenue: €20.1b (down 16% from 2Q 2022). Net income: €978.0m (down 33% from 2Q 2022). Profit margin: 4.9% (down from 6.1% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, while revenues in the Logistics industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 18% per year.
공시 • Jul 26Deutsche Post AG (XTRA:DHL) signed an agreement to acquire Mng Kargo Yurtici ve Yurtdisi Tasimacilik A.S.Deutsche Post AG (XTRA:DHL) signed an agreement to acquire Mng Kargo Yurtici ve Yurtdisi Tasimacilik A.S. on July 25, 2023. The transaction is subject to merger control clearance by the Turkish Competition Authority as well as approval of the Turkish Information and Communications Technologies Authority.
공시 • May 18Deutsche Bahn Reportedly Not in Hurry to Start Schenker Sales ProcessGerman railway operator Deutsche Bahn AG has still not fixed a date to begin the sales process for its logistics business Schenker AG, which could be valued at up to EUR 15 billion, German paper Handelsblatt reported on May 17, 2023. The railway operator has been evaluating the potential sales since 2022. Deutsche Bahn and Schenker are in the process of gathering all the necessary facts for a possible sales process. Once the facts are collected, all options will be examined, Schenker Chief Executive Officer Jochen Thewes and Deutsche Bahn’s Chief Financial Officer Levin Holle said in a letter to employees seen by Handelsblatt. “We prepare everything with the necessary care and without pressure,” the two executives said in the letter. While Deutsche Bahn is interested in reaching a result quickly, the company must act carefully and take into account the current situation, especially on the financial markets, in order to achieve the best possible outcome. Overall, Schenker will be sold only if the deal is financially advantageous for Deutsche Bank and opens up growth opportunities for Schenker, they added. According to a bidder cited by Handelsblatt, Deutsche Bahn may have missed the right time for the sale as the market environment has now become unfavourable. Reportedly, Schenker has also attracted the interest of rival companies such as Danish DSV A/S (CPSE:DSV) and Deutsche Post AG (XTRA:DPW).
Reported Earnings • May 06First quarter 2023 earnings released: EPS: €0.76 (vs €1.10 in 1Q 2022)First quarter 2023 results: EPS: €0.76 (down from €1.10 in 1Q 2022). Revenue: €20.9b (down 8.3% from 1Q 2022). Net income: €911.0m (down 33% from 1Q 2022). Profit margin: 4.4% (down from 5.9% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, while revenues in the Logistics industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Apr 28Upcoming dividend of €1.85 per share at 4.3% yieldEligible shareholders must have bought the stock before 05 May 2023. Payment date: 09 May 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Swiss dividend payers (4.3%). Higher than average of industry peers (2.9%).
Reported Earnings • Mar 12Full year 2022 earnings released: EPS: €4.41 (vs €4.10 in FY 2021)Full year 2022 results: EPS: €4.41 (up from €4.10 in FY 2021). Revenue: €97.4b (up 19% from FY 2021). Net income: €5.36b (up 6.1% from FY 2021). Profit margin: 5.5% (down from 6.2% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 2.7% decline forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
공시 • Dec 16Deutsche Post Reportedly Eyes Takeover of Deutsche Bahn's SchenkerDeutsche Post AG (XTRA:DPW) subsidiary DHL is interested in buying Schenker, the logistics subsidiary of German rail operator Deutsche Bahn AG, Manager Magazin reported, citing people familiar with the matter. The report said Schenker could be sold at a price well below 20 billion euros due to a slowdown in the logistics sector. A spokesperson for Deutsche Post would not comment on the report. Deutsche Bahn also declined to comment on the report.
공시 • Oct 11Deutsche Post AG Revises Earnings Guidance for the Full Year 2022Deutsche Post AG revised earnings guidance for the full year 2022. 2022 EBIT guidance (currently: EUR 8.0 billion. +/-5%) will be revised upwards with the formal release of full third quarter of 2022 earnings.
Reported Earnings • Aug 07Second quarter 2022 earnings released: EPS: €1.20 (vs €1.05 in 2Q 2021)Second quarter 2022 results: EPS: €1.20 (up from €1.05 in 2Q 2021). Revenue: €24.0b (up 25% from 2Q 2021). Net income: €1.46b (up 13% from 2Q 2021). Profit margin: 6.1% (down from 6.7% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is expected to shrink by 5.0% compared to a 1.6% growth forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
공시 • Aug 06Deutsche Post AG Confirms Earnings Guidance for the Year 2022 and 2024Deutsche Post AG confirmed earnings guidance for the year 2022 and 2024. The Group confirms its 2022 EBIT guidance of EUR 8.0 billion (+ /- 5%) even in consideration of a possible global economic downturn in the second half of 2022. Due to the increasing uncertain global economic development, the Group published scenario-based sensitivities for its 2022 EBIT guidance: If global GDP growth slows in the second half of the year, the Group expects EBIT in the upper half of its guidance (between EUR 8.0 billion and EUR 8.4 billion) - Even assuming a sharp slowdown of the global economy in the second half of 2022, the Group expects EBIT in the lower half of its guidance (between EUR 7.6 and 8.0 billion) - With unchanged business momentum, the Group even considers an EBIT of more than EUR 8.4 billion being achievable.The Group also confirms its mid-term EBIT guidance of around EUR 8.5 billion for 2024.
Reported Earnings • May 06First quarter 2022 earnings released: EPS: €1.10 (vs €0.96 in 1Q 2021)First quarter 2022 results: EPS: €1.10 (up from €0.96 in 1Q 2021). Revenue: €22.6b (up 19% from 1Q 2021). Net income: €1.35b (up 14% from 1Q 2021). Profit margin: 6.0% (down from 6.2% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to stay flat compared to a 1.6% growth forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 02Upcoming dividend of €1.80 per shareEligible shareholders must have bought the stock before 09 May 2022. Payment date: 11 May 2022. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 4.4%. Within top quartile of Swiss dividend payers (3.8%). Higher than average of industry peers (3.1%).
Reported Earnings • Mar 11Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €4.10 (up from €2.41 in FY 2020). Revenue: €82.2b (up 23% from FY 2020). Net income: €5.05b (up 70% from FY 2020). Profit margin: 6.2% (up from 4.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.5%. Over the next year, revenue is forecast to grow 1.7%, compared to a 6.1% growth forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 08Third quarter 2021 earnings released: EPS €0.88 (vs €0.69 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €20.0b (up 23% from 3Q 2020). Net income: €1.09b (up 28% from 3Q 2020). Profit margin: 5.4% (up from 5.2% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 25% per year.
Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS €1.05 (vs €0.43 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €19.5b (up 23% from 2Q 2020). Net income: €1.29b (up 146% from 2Q 2020). Profit margin: 6.6% (up from 3.3% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year and the company’s share price has also increased by 21% per year.
Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improved over the past weekAfter last week's 28% share price gain to €63.24, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Logistics industry in Europe. Total returns to shareholders of 103% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF91.37 per share.
Reported Earnings • May 08First quarter 2021 earnings released: EPS €0.96 (vs €0.24 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €19.3b (up 23% from 1Q 2020). Net income: €1.19b (up 295% from 1Q 2020). Profit margin: 6.2% (up from 1.9% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 7% per year.
Upcoming Dividend • Apr 30Upcoming dividend of €1.35 per shareEligible shareholders must have bought the stock before 07 May 2021. Payment date: 11 May 2021. Trailing yield: 2.8%. Lower than top quartile of Swiss dividend payers (3.6%). Higher than average of industry peers (1.9%).
공시 • Apr 11Deutsche Post Ag Revises Earnings Guidance for the Full Year of 2021Deutsche Post AG revised earnings guidance for the full year of 2021. For the year, the company now expects a Group EBIT to be 'significantly above' EUR 5.6 billion .
공시 • Mar 11+ 1 more updateDeutsche Post AG, Annual General Meeting, May 06, 2022Deutsche Post AG, Annual General Meeting, May 06, 2022.
Reported Earnings • Mar 10Full year 2020 earnings released: EPS €2.41 (vs €2.13 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €68.9b (up 8.4% from FY 2019). Net income: €2.98b (up 14% from FY 2019). Profit margin: 4.3% (up from 4.1% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 5% per year.
Analyst Estimate Surprise Post Earnings • Mar 10Revenue beats expectationsRevenue exceeded analyst estimates by 0.3%. Over the next year, revenue is forecast to stay flat compared to a 5.8% growth forecast for the Logistics industry in Switzerland.
Analyst Estimate Surprise Post Earnings • Nov 11Revenue misses expectationsRevenue missed analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 1.3%, compared to a 2.3% growth forecast for the Logistics industry in Switzerland.
Reported Earnings • Nov 11Third quarter 2020 earnings released: EPS €0.69The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €16.8b (up 7.8% from 3Q 2019). Net income: €851.0m (up 52% from 3Q 2019). Profit margin: 5.1% (up from 3.6% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 1% per year.
공시 • Oct 08Deutsche Post AG Revises Earnings Guidance for the Full Year of 2020Deutsche Post AG revised earnings guidance for the full year of 2020. Based on preliminary group results for the month of September and hence third quarter of 2020, management has assessed the outlook for the remainder of the year. The overall positive development of the group's businesses going out of second quarter of 2020 has continued well through the third quarter. The reported group-EBIT is expected between EUR 4.1 billion to EUR 4.4 billion compared to EUR 3.5 billion to EUR 3.8 billion previous guidance for the same period.
Is New 90 Day High Low • Oct 07New 90-day high: CHF45.00The company is up 18% from its price of CHF38.03 on 08 July 2020. The Swiss market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Logistics industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF50.06 per share.