Deutsche Post AG

XTRA:DHL Voorraadrapport

Marktkapitalisatie: €53.0b

Deutsche Post Toekomstige groei

Future criteriumcontroles 1/6

Deutsche Post zal naar verwachting groeien in winst en omzet met respectievelijk 5.9% en 3.4% per jaar. De winst per aandeel zal naar verwachting groeien met 6.4% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 16.8% zijn.

Belangrijke informatie

5.9%

Groei van de winst

6.38%

Groei van de winst per aandeel

Logistics winstgroei16.0%
Inkomstengroei3.4%
Toekomstig rendement op eigen vermogen16.77%
Dekking van analisten

Good

Laatst bijgewerkt08 May 2026

Recente toekomstige groei-updates

Recent updates

Analyse-update May 10

DHL: Tighter Airfreight Conditions And Guidance Will Support Future Earnings Resilience

Analysts trimmed the fair value estimate for Deutsche Post to €58.00, citing a slightly higher discount rate, updated assumptions for revenue growth and profit margins, and a lower future P/E multiple. This comes even as recent Street research shows a mix of higher price targets and a downgrade in rating.
Analyse-update Apr 22

DHL: Airfreight Tailwinds And Capital Returns Will Support Fairly Valued Shares

Narrative Update: Deutsche Post (DHL Group) Analysts have lifted the price target for Deutsche Post by €2.48, with updates citing a higher fair value estimate, a slightly lower discount rate, modestly adjusted revenue growth and margin assumptions, and Street research pointing to a more supportive airfreight environment and upgraded ratings. Analyst Commentary Recent Street research around Deutsche Post focuses on how changes in airfreight conditions and updated price targets feed into expectations for valuation, growth and execution over the next few years.
Analyse-update Apr 08

DHL: Airfreight Support Will Later Expose Fragile Earnings Assumptions

Analysts have lifted their price targets on Deutsche Post, with recent moves such as a €1.50 increase at one major firm and a shift to an Overweight rating from another, citing a supportive airfreight supply and demand setup and potential upside to fiscal 2026 assumptions. Analyst Commentary Recent research updates on Deutsche Post, trading as DHL Group, reflect a mix of optimism around specific business drivers and caution around execution and growth risks.
Analyse-update Mar 24

DHL: Airfreight Tailwind Will Mask Fragile Earnings And Rich Pricing

Narrative Update on Deutsche Post (DHL Group) Analysts lifted the fair value estimate for Deutsche Post from €34.00 to €38.00, citing a more supportive airfreight supply and demand backdrop and potential upside to medium term earnings that has also fed through to a higher assumed future P/E multiple. Analyst Commentary Recent research reflects a split view on DHL Group, with some analysts highlighting supportive airfreight conditions and others dialing back expectations and ratings.
Analyse-update Mar 10

DHL: Tighter Airfreight Conditions Will Support Future Earnings Resilience

Analysts have lifted their price target for Deutsche Post to €59.09 from €56.22, citing updated views on fair value, revenue growth, profit margins and P/E assumptions, as well as recent research highlighting potential benefits from tighter airfreight supply and demand conditions. Analyst Commentary Recent research has sharpened the bullish case around Deutsche Post, with some price targets moving higher and pointing to what bullish analysts see as a more supportive backdrop for execution and earnings quality.
Analyse-update Feb 23

DHL: Cost Execution And Seasonal Trends Will Support Fairly Valued Shares

Analysts have nudged their fair value estimate for Deutsche Post slightly higher from about €45.24 to roughly €45.79. This reflects updated views on discount rates, modest revenue growth assumptions, and a broadly steady profit margin outlook, informed in part by recent mixed research that includes cost execution improvements and peak season trends.
Analyse-update Feb 09

DHL: Cost Execution And Defensive Segments Will Steady Rerated Share Outlook

Analysts have nudged their fair value estimate for Deutsche Post higher to €45.24 from €44.84, reflecting recent price target increases from several firms and a shift in focus toward cost execution, steadying peak season trends, and a slightly higher assumed future P/E multiple despite mixed rating changes. Analyst Commentary Bullish Takeaways Bullish analysts highlight better cost execution, which they see as supporting earnings resilience and justifying higher price targets such as €42.50 and €47.
Analyse-update Jan 25

DHL: Cost Discipline And Defensive Divisions Will Support Future Earnings Resilience

Analysts have nudged their fair value estimate for Deutsche Post slightly lower to €56.22 from €56.65, reflecting a modest reset in price targets after mixed research moves that highlight better cost execution and seasonal improvement on one hand, and concerns about limited incremental upside after strong rerating on the other. Analyst Commentary Recent research on Deutsche Post, which operates as DHL Group, shows a split tape, with some firms trimming ratings after a strong rerating and others highlighting improving execution and seasonal trends.
Analyse-update Jan 09

DHL: Cost Execution And Peak Season Recovery Will Support Earnings Quality

Analysts have lifted their fair value estimate for Deutsche Post to €56.65 from €55.18, reflecting updated views on cost execution, sequential peak season trends, and revised revenue growth, margin, and future P/E assumptions following recent research moves on DHL Group. Analyst Commentary Recent Street research on DHL Group points to a more balanced but still constructive stance on Deutsche Post, with several bullish analysts highlighting improved execution and refined expectations around earnings quality and valuation.
Analyse-artikel Jan 05

Deutsche Post's (ETR:DHL) Returns On Capital Are Heading Higher

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
Analyse-update Dec 26

DHL: Cost Execution And Defensive Segments Will Support Balanced Near-Term Outlook

The analyst price target for Deutsche Post has edged higher to EUR 44.84 from EUR 44.66, as analysts point to improving cost execution, sequentially better peak season trends and resilient earnings from more defensive segments, even as some see limited incremental upside after the recent rerating. Analyst Commentary Recent research updates on Deutsche Post highlight a mixed but generally constructive view, with price targets edging higher and ratings converging towards a more balanced stance after a period of strong share price performance.
Analyse-update Dec 12

DHL: Cost Discipline And Defensive Segments Will Support Balanced Earnings Outlook

Analysts have nudged their fair value estimate for Deutsche Post DHL Group slightly higher to EUR 44.66 from EUR 43.81. This reflects a modest rerating as they point to improving cost execution, resilient defensive segments and early signs of peak season strength despite cautious views on incremental upside.
Analyse-artikel Dec 10

Deutsche Post AG (ETR:DHL) Looks Inexpensive But Perhaps Not Attractive Enough

With a price-to-earnings (or "P/E") ratio of 14.5x Deutsche Post AG ( ETR:DHL ) may be sending bullish signals at the...
Analyse-update Nov 27

DHL: Operational Efficiencies And Balance Sheet Strength Will Support Earnings Resilience

Deutsche Post’s analyst fair value target increased modestly from €43.25 to €43.81, as analysts cited improved cost efficiency and incremental earnings resilience in recent research updates. Analyst Commentary Bullish Takeaways Bullish analysts have increased fair value targets for Deutsche Post, with several raising their estimates due to demonstrated progress in cost control and execution.
Analyse-artikel Nov 27

Are Investors Undervaluing Deutsche Post AG (ETR:DHL) By 47%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Deutsche Post fair value estimate is €85.04 Deutsche Post's...
Analyse-artikel Nov 14

Solid Earnings May Not Tell The Whole Story For Deutsche Post (ETR:DHL)

The market for Deutsche Post AG's ( ETR:DHL ) stock was strong after it released a healthy earnings report last week...
Analyse-update Nov 12

DHL: Revenue Gains And Margin Outlook Will Balance Competitive Risks Ahead

Deutsche Post's analyst price target has slightly increased to €43.25, with analysts citing strengthened revenue growth expectations and a modest improvement in profit margin outlook, even as some peer price targets have been reduced. Analyst Commentary Recent analyst activity regarding Deutsche Post reflects a mix of positive expectations and caution, influencing the latest price targets and recommendations.
Analyse-update Sep 23

E-commerce And Global Trade Trends Will Unlock Future Market Potential

Deutsche Post's consensus price target was modestly reduced to €42.82 as analysts grew more cautious on near-term earnings and shipping volatility, particularly after soft Q2 trends, though longer-term confidence remains from some bullish voices. Analyst Commentary Bearish analysts have lowered price targets due to concerns that DHL Group will struggle to achieve its fiscal 2025 outlook.
Analyse-artikel Aug 24

The Market Doesn't Like What It Sees From Deutsche Post AG's (ETR:DHL) Earnings Yet

When close to half the companies in Germany have price-to-earnings ratios (or "P/E's") above 20x, you may consider...
Analyse-artikel Jun 25

Is There Now An Opportunity In Deutsche Post AG (ETR:DHL)?

Today we're going to take a look at the well-established Deutsche Post AG ( ETR:DHL ). The company's stock saw a...
Analyse-artikel Jun 12

Is Deutsche Post (ETR:DHL) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Analyse-artikel May 30

Are Investors Undervaluing Deutsche Post AG (ETR:DHL) By 47%?

Key Insights Deutsche Post's estimated fair value is €73.22 based on 2 Stage Free Cash Flow to Equity Deutsche Post's...
Analyse-artikel May 16

There's Been No Shortage Of Growth Recently For Deutsche Post's (ETR:DHL) Returns On Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
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Nieuwe analyse Nov 07

E-commerce Expansion And Innovative Strategies Propel Growth Amidst Global Challenges

Deutsche Post anticipates growth in e-commerce and parcel segments, driven by last-mile delivery volume increases and effective yield management strategies.

Winst- en omzetgroeiprognoses

XTRA:DHL - Toekomstschattingen van analisten en financiële gegevens uit het verleden (EUR Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
12/31/202890,7384,2073,8159,89512
12/31/202787,8343,9693,5479,64216
12/31/202684,8683,6593,3469,00216
3/31/202683,0443,5276,8409,620N/A
12/31/202583,4333,5016,3249,119N/A
9/30/202583,7693,5386,7219,567N/A
6/30/202584,2333,4496,1368,998N/A
3/31/202585,0513,3786,0318,899N/A
12/31/202484,7713,3325,7868,722N/A
9/30/202483,3633,2145,2648,135N/A
6/30/202482,1693,2705,5508,626N/A
3/31/202481,6403,5045,5758,864N/A
12/31/202382,2913,6755,8779,258N/A
9/30/202384,5264,0315,9139,868N/A
6/30/202389,1664,4446,77210,799N/A
3/31/202393,1334,9196,95210,934N/A
12/31/202294,7765,3597,05310,965N/A
9/30/202294,3395,5086,63010,491N/A
6/30/202290,3375,3755,8819,675N/A
3/31/202285,8175,2146,1589,929N/A
12/31/202182,0485,0536,2579,993N/A
9/30/202177,8404,8716,75610,295N/A
6/30/202174,0264,6356,73610,031N/A
3/31/202170,4993,8686,4109,439N/A
12/31/202067,0942,9794,7777,699N/A
9/30/202064,8262,5354,8487,444N/A
6/30/202064,1562,2454,1236,928N/A
3/31/202063,7062,1782,9726,547N/A
12/31/201963,5882,623N/A6,049N/A
9/30/201963,2722,578N/A6,038N/A
6/30/201962,5692,163N/A5,590N/A
3/31/201962,4422,221N/A5,680N/A
12/31/201861,7692,075N/A5,796N/A
9/30/201860,8142,099N/A4,671N/A
6/30/201860,6042,594N/A4,204N/A
3/31/201860,3912,680N/A3,575N/A
12/31/201760,6522,713N/A3,297N/A
9/30/201760,3022,717N/A3,695N/A
6/30/201759,5252,694N/A3,628N/A
3/31/201758,8592,633N/A2,741N/A
12/31/201657,8042,639N/A2,439N/A
9/30/201657,6852,468N/A2,821N/A
6/30/201658,2471,899N/A2,726N/A
3/31/201658,7581,684N/A3,153N/A
12/31/201559,6811,540N/A3,444N/A
9/30/201559,7261,510N/A2,796N/A
6/30/201559,3031,929N/A2,818N/A

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachte winstgroei DHL ( 5.9% per jaar) ligt boven de spaarquote ( 1.9% ).

Winst versus markt: De winst van DHL ( 5.9% per jaar) zal naar verwachting langzamer groeien dan de markt German ( 16.9% per jaar).

Hoge groeiwinsten: De winst van DHL zal naar verwachting groeien, maar niet aanzienlijk.

Omzet versus markt: De omzet van DHL ( 3.4% per jaar) zal naar verwachting langzamer groeien dan de markt German ( 6.5% per jaar).

Hoge groei-inkomsten: De omzet van DHL ( 3.4% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.


Groeiprognoses winst per aandeel


Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen DHL zal naar verwachting over 3 jaar laag zijn ( 16.8 %).


Ontdek groeibedrijven

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/12 02:45
Aandelenkoers aan het einde van de dag2026/05/12 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Deutsche Post AG wordt gevolgd door 39 analisten. 16 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
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Marco LimiteBarclays