View ValuationPostNL 향후 성장Future 기준 점검 4/6PostNL (는) 각각 연간 58.5% 및 3.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 66.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 34% 로 예상됩니다.핵심 정보58.5%이익 성장률66.10%EPS 성장률Logistics 이익 성장15.8%매출 성장률3.6%향후 자기자본이익률34.00%애널리스트 커버리지Low마지막 업데이트30 Apr 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공지 • Apr 18PostNL N.V Announces Appointment of Natasja Laheij as Supervisory Board Member and Audit Committee Chair, Effective April 14, 2026ASOS Plc announces that Natasja Laheij, ASOS Chair, has been appointed to the Supervisory Board of PostNL N.V., with effect from April 14, 2026. Natasja will also serve as Chair of PostNL's Audit Committee.공지 • Feb 24+ 1 more updatePostNL N.V. announces Annual dividend, payable on May 06, 2026PostNL N.V. announced Annual dividend of EUR 0.0400 per share payable on May 06, 2026, ex-date on April 16, 2026 and record date on April 17, 2026.공지 • Sep 24+ 3 more updatesPostNL N.V. to Report Q3, 2026 Results on Oct 26, 2026PostNL N.V. announced that they will report Q3, 2026 results on Oct 26, 2026공지 • Nov 17+ 3 more updatesPostNL N.V. to Report Q2, 2025 Results on Aug 04, 2025PostNL N.V. announced that they will report Q2, 2025 results on Aug 04, 2025Reported Earnings • Nov 06Third quarter 2024 earnings released: €0.042 loss per share (vs €0.02 loss in 3Q 2023)Third quarter 2024 results: €0.042 loss per share (further deteriorated from €0.02 loss in 3Q 2023). Revenue: €755.0m (up 4.6% from 3Q 2023). Net loss: €21.0m (loss widened 110% from 3Q 2023). Revenue is forecast to grow 2.5% 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 31% per year whereas the company’s share price has fallen by 35% per year.공지 • Nov 05PostNL N.V., Annual General Meeting, Apr 15, 2025PostNL N.V., Annual General Meeting, Apr 15, 2025.Reported Earnings • Aug 07Second quarter 2024 earnings released: EPS: €0.02 (vs €0.025 in 2Q 2023)Second quarter 2024 results: EPS: €0.02 (down from €0.025 in 2Q 2023). Revenue: €795.0m (up 3.1% from 2Q 2023). Net income: €10.0m (down 17% from 2Q 2023). Profit margin: 1.3% (down from 1.6% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 33% per year, which means it has not declined as severely as earnings.New Risk • Jun 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (83% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.9% average weekly change). Shareholders have been diluted in the past year (2.3% increase in shares outstanding).New Risk • May 19New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (83% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (2.3% increase in shares outstanding).Reported Earnings • May 06First quarter 2024 earnings released: €0.04 loss per share (vs €0.006 profit in 1Q 2023)First quarter 2024 results: €0.04 loss per share (down from €0.006 profit in 1Q 2023). Revenue: €765.0m (down 2.3% from 1Q 2023). Net loss: €20.0m (down €23.0m from profit in 1Q 2023). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 46 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Apr 11Upcoming dividend of €0.03 per shareEligible shareholders must have bought the stock before 18 April 2024. Payment date: 10 May 2024. Payout ratio is on the higher end at 82%, however this is supported by cash flows. Trailing yield: 6.9%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.1%).Reported Earnings • Feb 27Full year 2023 earnings released: EPS: €0.11 (vs €1.99 loss in FY 2022)Full year 2023 results: EPS: €0.11 (up from €1.99 loss in FY 2022). Revenue: €3.17b (flat on FY 2022). Net income: €54.0m (up €1.04b from FY 2022). Profit margin: 1.7% (up from net loss in FY 2022). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.Reported Earnings • Nov 07Third quarter 2023 earnings released: €0.02 loss per share (vs €0.04 loss in 3Q 2022)Third quarter 2023 results: €0.02 loss per share (improved from €0.04 loss in 3Q 2022). Revenue: €722.0m (up 1.8% from 3Q 2022). Net loss: €10.0m (loss narrowed 50% from 3Q 2022). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 95 percentage points per year, which is a significant difference in performance.New Risk • Nov 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Dividend per share is over 6x cash flows per share. Minor Risks High level of debt (140% net debt to equity). Share price has been volatile over the past 3 months (6.3% average weekly change).공지 • Nov 06+ 4 more updatesPostNL N.V. to Report Q1, 2024 Results on May 06, 2024PostNL N.V. announced that they will report Q1, 2024 results on May 06, 2024Reported Earnings • Aug 08Second quarter 2023 earnings released: EPS: €0.024 (vs €0.004 in 2Q 2022)Second quarter 2023 results: EPS: €0.024 (up from €0.004 in 2Q 2022). Revenue: €771.0m (up 3.4% from 2Q 2022). Net income: €12.0m (up €10.0m from 2Q 2022). Profit margin: 1.6% (up from 0.3% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, while revenues in the Logistics industry in Europe are expected to remain flat. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 101 percentage points per year, which is a significant difference in performance.Reported Earnings • May 08First quarter 2023 earnings released: EPS: €0.007 (vs €0.031 in 1Q 2022)First quarter 2023 results: EPS: €0.007 (down from €0.031 in 1Q 2022). Revenue: €783.0m (down 2.9% from 1Q 2022). Net income: €3.00m (down 81% from 1Q 2022). Profit margin: 0.4% (down from 2.0% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 116 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Apr 13Upcoming dividend of €0.02 per share at 10% yieldEligible shareholders must have bought the stock before 20 April 2023. Payment date: 11 May 2023. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 10%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.9%).Reported Earnings • Feb 28Full year 2022 earnings released: €1.99 loss per share (vs €0.45 profit in FY 2021)Full year 2022 results: €1.99 loss per share (down from €0.45 profit in FY 2021). Revenue: €3.15b (down 9.1% from FY 2021). Net loss: €982.0m (down €1.21b from profit in FY 2021). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 2.1% decline forecast for the Logistics industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.Buying Opportunity • Feb 22Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €2.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.1% over the last 3 years. Earnings per share has grown by 7.9%. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings is also forecast to grow by 28% per annum over the same time period.Reported Earnings • Nov 09Third quarter 2022 earnings releasedThird quarter 2022 results: Net loss: €20.0m (down 254% from profit in 3Q 2021). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.6% decline forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Buying Opportunity • Oct 08Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 35%. The fair value is estimated to be €2.11, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings is also forecast to grow by 5.4% per annum over the same time period.Reported Earnings • Aug 09Second quarter 2022 earnings released: EPS: €0.004 (vs €0.084 in 2Q 2021)Second quarter 2022 results: EPS: €0.004 (down from €0.084 in 2Q 2021). Revenue: €747.0m (down 11% from 2Q 2021). Net income: €2.00m (down 95% from 2Q 2021). Profit margin: 0.3% (down from 5.0% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 5.6% compared to a 6.6% decline forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 14% per year.Reported Earnings • May 11First quarter 2022 earnings released: EPS: €0.032 (vs €0.23 in 1Q 2021)First quarter 2022 results: EPS: €0.032 (down from €0.23 in 1Q 2021). Revenue: €811.0m (down 16% from 1Q 2021). Net income: €16.0m (down 86% from 1Q 2021). Profit margin: 2.0% (down from 12% in 1Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 4.6% while the industry in Germany is not expected to grow. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Apr 14Upcoming dividend of €0.32 per shareEligible shareholders must have bought the stock before 21 April 2022. Payment date: 12 May 2022. Payout ratio is on the higher end at 93%, however this is supported by cash flows. Trailing yield: 13%. Within top quartile of German dividend payers (3.9%). Higher than average of industry peers (3.2%).Reported Earnings • Mar 01Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €0.45 (up from €0.42 in FY 2020). Revenue: €3.49b (up 7.3% from FY 2020). Net income: €228.0m (up 9.1% from FY 2020). Profit margin: 6.5% (up from 6.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to stay flat compared to a 6.2% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS €0.023 (vs €0.049 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €730.0m (down 1.6% from 3Q 2020). Net income: €13.0m (down 46% from 3Q 2020). Profit margin: 1.8% (down from 3.2% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 11Second quarter 2021 earnings released: EPS €0.084 (vs €0.077 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €838.0m (up 6.3% from 2Q 2020). Net income: €42.0m (up 11% from 2Q 2020). Profit margin: 5.0% (up from 4.8% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 12First quarter 2021 earnings released: EPS €0.23The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €983.0m (up 40% from 1Q 2020). Net income: €112.0m (up €117.0m from 1Q 2020). Profit margin: 11% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 10% per year.Executive Departure • Apr 27Independent Member of the Supervisory Board has left the companyOn the 20th of April, Thessa Menssen's tenure as Independent Member of the Supervisory Board ended after 9.9 years in the role. We don't have any record of a personal shareholding under Thessa's name. A total of 2 executives have left over the last 12 months.Executive Departure • Apr 27Independent Member of the Supervisory Board has left the companyOn the 20th of April, Eelco Blok's tenure as Independent Member of the Supervisory Board ended after 4.0 years in the role. We don't have any record of a personal shareholding under Eelco's name. A total of 2 executives have left over the last 12 months.Upcoming Dividend • Apr 16Upcoming dividend of €0.28 per shareEligible shareholders must have bought the stock before 22 April 2021. Payment date: 14 May 2021. Trailing yield: 6.5%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.9%).Reported Earnings • Mar 03Full year 2020 earnings released: EPS €0.42 (vs €0.15 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €3.32b (up 17% from FY 2019). Net income: €209.0m (up 190% from FY 2019). Profit margin: 6.3% (up from 2.5% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Mar 03Revenue misses expectationsRevenue missed analyst estimates by 0.004%. Over the next year, revenue is expected to shrink by 1.2% compared to a 5.7% growth forecast for the Logistics industry in Germany.Is New 90 Day High Low • Feb 21New 90-day high: €3.63The company is up 30% from its price of €2.79 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.49 per share.Is New 90 Day High Low • Feb 03New 90-day high: €3.47The company is up 27% from its price of €2.74 on 05 November 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.87 per share.Is New 90 Day High Low • Jan 13New 90-day high: €2.99The company is up 4.0% from its price of €2.87 on 15 October 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Logistics industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.43 per share.Analyst Estimate Surprise Post Earnings • Nov 05Revenue beats expectationsRevenue exceeded analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 1.8%, compared to a 2.3% growth forecast for the Logistics industry in Germany.Reported Earnings • Nov 05Third quarter 2020 earnings released: EPS €0.049The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €743.0m (up 17% from 3Q 2019). Net income: €24.0m (up 85% from 3Q 2019). Profit margin: 3.2% (up from 2.0% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Oct 06New 90-day high: €2.94The company is up 48% from its price of €1.99 on 08 July 2020. The German market is up 2.0% 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 €4.67 per share.이익 및 매출 성장 예측DB:TNTC - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20283,7066255325312/31/20273,546398254412/31/20263,4195137222512/31/20253,324-1735141N/A9/27/20253,286-1664162N/A6/28/20253,280-1616114N/A3/29/20253,2692156154N/A12/31/20243,2521869169N/A9/28/20243,2051899208N/A6/29/20243,17130142253N/A3/30/20243,14731123237N/A12/31/20233,1655480206N/A9/30/20233,160-97432160N/A7/1/20233,147-9856144N/A4/1/20233,122-995-2139N/A12/31/20223,145-982101239N/A10/1/20223,1985987237N/A7/2/20223,21892142298N/A4/2/20223,310132232384N/A12/31/20213,466228334475N/A10/2/20213,552320202333N/A7/3/20213,565334189295N/A4/3/20213,516326233326N/A12/31/20203,25521389166N/A9/26/20203,07575225290N/A6/27/20202,96965262323N/A3/31/20202,86152173237N/A12/31/20192,84472152218N/A9/28/20192,795129N/A138N/A6/29/20192,797135N/A45N/A3/31/20192,782119N/A-33N/A12/31/20182,772127N/A-43N/A9/29/20182,760123N/AN/AN/A6/30/20182,752129N/A36N/A3/31/20182,529161N/A85N/A12/31/20172,725179N/A89N/A9/30/20172,898191N/A154N/A7/1/20173,038157N/A93N/A4/1/20173,419281N/A125N/A12/31/20163,413279N/A110N/A10/1/20163,465285N/A137N/A7/2/20163,475313N/A224N/A4/2/20163,475187N/A159N/A12/31/20153,461183N/A214N/A9/26/20153,451208N/A232N/A6/27/20153,463201N/A132N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: TNTC 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(1.9%)보다 빠른 성장으로 간주됩니다.수익 vs 시장: TNTC (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.고성장 수익: TNTC 향후 3년 내에 수익을 낼 것으로 예상됩니다.수익 대 시장: TNTC 의 수익(연간 3.6%)이 German 시장(연간 6.5%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: TNTC 의 수익(연간 3.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: TNTC의 자본 수익률은 3년 후 34%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTransportation 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/07 16:49종가2026/05/07 00:00수익2025/12/31연간 수익2025/12/31데이터 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 소스PostNL N.V.는 25명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Susanna InvernizziBarclaysMarco LimiteBarclaysWilliam Fitzalan HowardBerenberg22명의 분석가 더 보기
공지 • Apr 18PostNL N.V Announces Appointment of Natasja Laheij as Supervisory Board Member and Audit Committee Chair, Effective April 14, 2026ASOS Plc announces that Natasja Laheij, ASOS Chair, has been appointed to the Supervisory Board of PostNL N.V., with effect from April 14, 2026. Natasja will also serve as Chair of PostNL's Audit Committee.
공지 • Feb 24+ 1 more updatePostNL N.V. announces Annual dividend, payable on May 06, 2026PostNL N.V. announced Annual dividend of EUR 0.0400 per share payable on May 06, 2026, ex-date on April 16, 2026 and record date on April 17, 2026.
공지 • Sep 24+ 3 more updatesPostNL N.V. to Report Q3, 2026 Results on Oct 26, 2026PostNL N.V. announced that they will report Q3, 2026 results on Oct 26, 2026
공지 • Nov 17+ 3 more updatesPostNL N.V. to Report Q2, 2025 Results on Aug 04, 2025PostNL N.V. announced that they will report Q2, 2025 results on Aug 04, 2025
Reported Earnings • Nov 06Third quarter 2024 earnings released: €0.042 loss per share (vs €0.02 loss in 3Q 2023)Third quarter 2024 results: €0.042 loss per share (further deteriorated from €0.02 loss in 3Q 2023). Revenue: €755.0m (up 4.6% from 3Q 2023). Net loss: €21.0m (loss widened 110% from 3Q 2023). Revenue is forecast to grow 2.5% 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 31% per year whereas the company’s share price has fallen by 35% per year.
공지 • Nov 05PostNL N.V., Annual General Meeting, Apr 15, 2025PostNL N.V., Annual General Meeting, Apr 15, 2025.
Reported Earnings • Aug 07Second quarter 2024 earnings released: EPS: €0.02 (vs €0.025 in 2Q 2023)Second quarter 2024 results: EPS: €0.02 (down from €0.025 in 2Q 2023). Revenue: €795.0m (up 3.1% from 2Q 2023). Net income: €10.0m (down 17% from 2Q 2023). Profit margin: 1.3% (down from 1.6% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 33% per year, which means it has not declined as severely as earnings.
New Risk • Jun 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (83% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.9% average weekly change). Shareholders have been diluted in the past year (2.3% increase in shares outstanding).
New Risk • May 19New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (83% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (2.3% increase in shares outstanding).
Reported Earnings • May 06First quarter 2024 earnings released: €0.04 loss per share (vs €0.006 profit in 1Q 2023)First quarter 2024 results: €0.04 loss per share (down from €0.006 profit in 1Q 2023). Revenue: €765.0m (down 2.3% from 1Q 2023). Net loss: €20.0m (down €23.0m from profit in 1Q 2023). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 46 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Apr 11Upcoming dividend of €0.03 per shareEligible shareholders must have bought the stock before 18 April 2024. Payment date: 10 May 2024. Payout ratio is on the higher end at 82%, however this is supported by cash flows. Trailing yield: 6.9%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.1%).
Reported Earnings • Feb 27Full year 2023 earnings released: EPS: €0.11 (vs €1.99 loss in FY 2022)Full year 2023 results: EPS: €0.11 (up from €1.99 loss in FY 2022). Revenue: €3.17b (flat on FY 2022). Net income: €54.0m (up €1.04b from FY 2022). Profit margin: 1.7% (up from net loss in FY 2022). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.
Reported Earnings • Nov 07Third quarter 2023 earnings released: €0.02 loss per share (vs €0.04 loss in 3Q 2022)Third quarter 2023 results: €0.02 loss per share (improved from €0.04 loss in 3Q 2022). Revenue: €722.0m (up 1.8% from 3Q 2022). Net loss: €10.0m (loss narrowed 50% from 3Q 2022). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 95 percentage points per year, which is a significant difference in performance.
New Risk • Nov 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Dividend per share is over 6x cash flows per share. Minor Risks High level of debt (140% net debt to equity). Share price has been volatile over the past 3 months (6.3% average weekly change).
공지 • Nov 06+ 4 more updatesPostNL N.V. to Report Q1, 2024 Results on May 06, 2024PostNL N.V. announced that they will report Q1, 2024 results on May 06, 2024
Reported Earnings • Aug 08Second quarter 2023 earnings released: EPS: €0.024 (vs €0.004 in 2Q 2022)Second quarter 2023 results: EPS: €0.024 (up from €0.004 in 2Q 2022). Revenue: €771.0m (up 3.4% from 2Q 2022). Net income: €12.0m (up €10.0m from 2Q 2022). Profit margin: 1.6% (up from 0.3% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, while revenues in the Logistics industry in Europe are expected to remain flat. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 101 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 08First quarter 2023 earnings released: EPS: €0.007 (vs €0.031 in 1Q 2022)First quarter 2023 results: EPS: €0.007 (down from €0.031 in 1Q 2022). Revenue: €783.0m (down 2.9% from 1Q 2022). Net income: €3.00m (down 81% from 1Q 2022). Profit margin: 0.4% (down from 2.0% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 116 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Apr 13Upcoming dividend of €0.02 per share at 10% yieldEligible shareholders must have bought the stock before 20 April 2023. Payment date: 11 May 2023. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 10%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.9%).
Reported Earnings • Feb 28Full year 2022 earnings released: €1.99 loss per share (vs €0.45 profit in FY 2021)Full year 2022 results: €1.99 loss per share (down from €0.45 profit in FY 2021). Revenue: €3.15b (down 9.1% from FY 2021). Net loss: €982.0m (down €1.21b from profit in FY 2021). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 2.1% decline forecast for the Logistics industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
Buying Opportunity • Feb 22Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €2.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.1% over the last 3 years. Earnings per share has grown by 7.9%. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings is also forecast to grow by 28% per annum over the same time period.
Reported Earnings • Nov 09Third quarter 2022 earnings releasedThird quarter 2022 results: Net loss: €20.0m (down 254% from profit in 3Q 2021). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.6% decline forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Buying Opportunity • Oct 08Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 35%. The fair value is estimated to be €2.11, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings is also forecast to grow by 5.4% per annum over the same time period.
Reported Earnings • Aug 09Second quarter 2022 earnings released: EPS: €0.004 (vs €0.084 in 2Q 2021)Second quarter 2022 results: EPS: €0.004 (down from €0.084 in 2Q 2021). Revenue: €747.0m (down 11% from 2Q 2021). Net income: €2.00m (down 95% from 2Q 2021). Profit margin: 0.3% (down from 5.0% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 5.6% compared to a 6.6% decline forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 14% per year.
Reported Earnings • May 11First quarter 2022 earnings released: EPS: €0.032 (vs €0.23 in 1Q 2021)First quarter 2022 results: EPS: €0.032 (down from €0.23 in 1Q 2021). Revenue: €811.0m (down 16% from 1Q 2021). Net income: €16.0m (down 86% from 1Q 2021). Profit margin: 2.0% (down from 12% in 1Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 4.6% while the industry in Germany is not expected to grow. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Apr 14Upcoming dividend of €0.32 per shareEligible shareholders must have bought the stock before 21 April 2022. Payment date: 12 May 2022. Payout ratio is on the higher end at 93%, however this is supported by cash flows. Trailing yield: 13%. Within top quartile of German dividend payers (3.9%). Higher than average of industry peers (3.2%).
Reported Earnings • Mar 01Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €0.45 (up from €0.42 in FY 2020). Revenue: €3.49b (up 7.3% from FY 2020). Net income: €228.0m (up 9.1% from FY 2020). Profit margin: 6.5% (up from 6.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to stay flat compared to a 6.2% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS €0.023 (vs €0.049 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €730.0m (down 1.6% from 3Q 2020). Net income: €13.0m (down 46% from 3Q 2020). Profit margin: 1.8% (down from 3.2% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 11Second quarter 2021 earnings released: EPS €0.084 (vs €0.077 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €838.0m (up 6.3% from 2Q 2020). Net income: €42.0m (up 11% from 2Q 2020). Profit margin: 5.0% (up from 4.8% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 12First quarter 2021 earnings released: EPS €0.23The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €983.0m (up 40% from 1Q 2020). Net income: €112.0m (up €117.0m from 1Q 2020). Profit margin: 11% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 10% per year.
Executive Departure • Apr 27Independent Member of the Supervisory Board has left the companyOn the 20th of April, Thessa Menssen's tenure as Independent Member of the Supervisory Board ended after 9.9 years in the role. We don't have any record of a personal shareholding under Thessa's name. A total of 2 executives have left over the last 12 months.
Executive Departure • Apr 27Independent Member of the Supervisory Board has left the companyOn the 20th of April, Eelco Blok's tenure as Independent Member of the Supervisory Board ended after 4.0 years in the role. We don't have any record of a personal shareholding under Eelco's name. A total of 2 executives have left over the last 12 months.
Upcoming Dividend • Apr 16Upcoming dividend of €0.28 per shareEligible shareholders must have bought the stock before 22 April 2021. Payment date: 14 May 2021. Trailing yield: 6.5%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.9%).
Reported Earnings • Mar 03Full year 2020 earnings released: EPS €0.42 (vs €0.15 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €3.32b (up 17% from FY 2019). Net income: €209.0m (up 190% from FY 2019). Profit margin: 6.3% (up from 2.5% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Mar 03Revenue misses expectationsRevenue missed analyst estimates by 0.004%. Over the next year, revenue is expected to shrink by 1.2% compared to a 5.7% growth forecast for the Logistics industry in Germany.
Is New 90 Day High Low • Feb 21New 90-day high: €3.63The company is up 30% from its price of €2.79 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.49 per share.
Is New 90 Day High Low • Feb 03New 90-day high: €3.47The company is up 27% from its price of €2.74 on 05 November 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.87 per share.
Is New 90 Day High Low • Jan 13New 90-day high: €2.99The company is up 4.0% from its price of €2.87 on 15 October 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Logistics industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.43 per share.
Analyst Estimate Surprise Post Earnings • Nov 05Revenue beats expectationsRevenue exceeded analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 1.8%, compared to a 2.3% growth forecast for the Logistics industry in Germany.
Reported Earnings • Nov 05Third quarter 2020 earnings released: EPS €0.049The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €743.0m (up 17% from 3Q 2019). Net income: €24.0m (up 85% from 3Q 2019). Profit margin: 3.2% (up from 2.0% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Oct 06New 90-day high: €2.94The company is up 48% from its price of €1.99 on 08 July 2020. The German market is up 2.0% 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 €4.67 per share.