공시 • Mar 24
Deutsche Post AG, Annual General Meeting, May 05, 2026 Deutsche Post AG, Annual General Meeting, May 05, 2026, at 10:00 W. Europe Standard Time. 공시 • Mar 06
Deutsche Post AG announces Annual dividend, payable on May 08, 2026 Deutsche 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 • Aug 06
Second 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 3.2% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Global Logistics industry. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. 공시 • Jun 20
Deutsche Post AG Announces Executive Changes DHL 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. 공시 • Mar 26
Deutsche Post AG, Annual General Meeting, May 02, 2025 Deutsche Post AG, Annual General Meeting, May 02, 2025, at 10:00 W. Europe Standard Time. 공시 • Mar 07
Deutsche Post AG announces Annual dividend, payable on May 07, 2025 Deutsche 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. Reported Earnings • Nov 06
Third 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 3.6% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Global Logistics industry. 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. 공시 • Mar 14
DHL Appoints Tay Yi Ning as Head of Asia Pacific Innovation Centre in Singapore DHL 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 07
Full 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 4.7% growth forecast for the Global Logistics industry. 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 12% per year, which means it is significantly lagging earnings. 공시 • May 18
Deutsche Bahn Reportedly Not in Hurry to Start Schenker Sales Process German 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). Valuation Update With 7 Day Price Move • Dec 21
Investor sentiment improved over the past week After last week's 23% share price gain to Mex$727, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Logistics industry globally. Total returns to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,127 per share. Valuation Update With 7 Day Price Move • Sep 21
Investor sentiment deteriorated over the past week After last week's 20% share price decline to Mex$661, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 13x in the Logistics industry globally. Total returns to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,311 per share. Reported Earnings • Aug 06
Second 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 4.3% compared to a 6.6% growth forecast for the industry in Mexico. 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 11% per year, which means it is significantly lagging earnings growth. Reported Earnings • Mar 11
Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat Full 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 expected to shrink by 1.6% compared to a 10% growth forecast for the industry in Mexico. 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 16% per year, which means it is significantly lagging earnings growth. Buying Opportunity • Feb 17
Now 20% undervalued The stock has been flat over the last 90 days. The fair value is estimated to be €1,475, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.1% per annum over the last 3 years. Earnings per share has grown by 29% per annum over the last 3 years. Reported Earnings • Nov 08
Third 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. Valuation Update With 7 Day Price Move • May 18
Investor sentiment improved over the past week After last week's 17% share price gain to €1,221, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 19x in the Logistics industry globally. Total returns to shareholders of 73% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,355 per share. Reported Earnings • Mar 11
Full 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 7% per year, which means it is well ahead of earnings. Analyst Estimate Surprise Post Earnings • Mar 11
Revenue beats expectations Revenue exceeded analyst estimates by 0.3%. Over the next year, revenue is forecast to stay flat compared to a 11% growth forecast for the Logistics industry in Mexico.