Deutsche Post Beheer
Beheer criteriumcontroles 4/4
Momenteel beschikken wij niet over voldoende informatie over de CEO.
Belangrijke informatie
Tobias Meyer
Algemeen directeur
€4.8m
Totale compensatie
| Percentage CEO-salaris | 31.29% |
| Dienstverband CEO | 7.1yrs |
| Eigendom CEO | n/a |
| Management gemiddelde ambtstermijn | 6.6yrs |
| Gemiddelde ambtstermijn bestuur | 8.1yrs |
Recente managementupdates
Recent updates
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...
Nieuw narratief • 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.Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | €4b |
| Dec 31 2025 | €5m | €2m | €4b |
| Sep 30 2025 | n/a | n/a | €4b |
| Jun 30 2025 | n/a | n/a | €3b |
| Mar 31 2025 | n/a | n/a | €3b |
| Dec 31 2024 | €5m | €2m | €3b |
| Sep 30 2024 | n/a | n/a | €3b |
| Jun 30 2024 | n/a | n/a | €3b |
| Mar 31 2024 | n/a | n/a | €4b |
| Dec 31 2023 | €4m | €1m | €4b |
| Sep 30 2023 | n/a | n/a | €4b |
| Jun 30 2023 | n/a | n/a | €4b |
| Mar 31 2023 | n/a | n/a | €5b |
| Dec 31 2022 | €3m | €913k | €5b |
| Sep 30 2022 | n/a | n/a | €6b |
| Jun 30 2022 | n/a | n/a | €5b |
| Mar 31 2022 | n/a | n/a | €5b |
| Dec 31 2021 | €3m | €824k | €5b |
| Sep 30 2021 | n/a | n/a | €5b |
| Jun 30 2021 | n/a | n/a | €5b |
| Mar 31 2021 | n/a | n/a | €4b |
| Dec 31 2020 | €2m | €715k | €3b |
| Sep 30 2020 | n/a | n/a | €3b |
| Jun 30 2020 | n/a | n/a | €2b |
| Mar 31 2020 | n/a | n/a | €2b |
| Dec 31 2019 | €2m | €536k | €3b |
Compensatie versus markt: De totale vergoeding ($USD 5.56M ) Tobias } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de German markt ($USD 5.57M ).
Compensatie versus inkomsten: De vergoeding van Tobias is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Tobias Meyer (50 yo)
7.1yrs
Tenure
€4,793,450
Compensatie
Dr. Tobias Meyer is Member of Management Board at Deutsche Post AG since April 01, 2019 and serves as its Chief Executive Officer of Global Business Services since 2023 and has been its Chairman of the Man...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO of Global Business Services & Chairman of the Management Board | 7.1yrs | €4.79m | geen gegevens | |
| CFO & Member of the Management Board | 11.6yrs | €3.22m | geen gegevens | |
| Member of the Management Board | 8.7yrs | €3.15m | geen gegevens | |
| Member of the Management Board | 7.3yrs | €3.18m | geen gegevens | |
| Member of the Management Board | 6.6yrs | €2.99m | geen gegevens | |
| Head of Post?&?Parcel Germany Division and Member of the Management Board | 3.8yrs | €3.07m | geen gegevens | |
| Member of the Management Board | 3.8yrs | €3.08m | geen gegevens | |
| Member of the Management Board | less than a year | €2.09m | geen gegevens | |
| Head of Investor Relations | no data | geen gegevens | geen gegevens | |
| Executive Vice President of Sales Global & Europe- DHL Express | no data | geen gegevens | geen gegevens | |
| Senior Vice President of Investor Relations | no data | geen gegevens | geen gegevens | |
| Head of Asia Pacific Innovation Centre - Singapore | 2.2yrs | geen gegevens | geen gegevens |
6.6yrs
Gemiddelde duur
55yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van DHL is doorgewinterd en ervaren (gemiddelde ambtstermijn van 6.6 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Shareholder Representative Independent Member of the Supervisory Board | 5.8yrs | €164.00k | geen gegevens | |
| Employee Representative Member of the Supervisory Board | no data | €164.00k | geen gegevens | |
| Shareholder Representative Independent Member of the Supervisory Board | 8.1yrs | €106.00k | geen gegevens | |
| Employee Representative Member of the Supervisory Board | 13.6yrs | €217.00k | geen gegevens | |
| Member of Supervisory Board | 2yrs | €144.79k | geen gegevens | |
| Shareholder Representative Independent Member of the Supervisory Board | 7yrs | €162.00k | geen gegevens | |
| Employee Representative Deputy Chair of the Supervisory Board | 19yrs | €370.00k | geen gegevens | |
| Employee Representative Member of the Supervisory Board | 11.4yrs | €164.00k | geen gegevens | |
| Shareholder Representative Independent Member of the Supervisory Board | 10yrs | €215.00k | geen gegevens | |
| Employee Representative Member of the Supervisory Board | 8.8yrs | €106.00k | geen gegevens | |
| Employee Representative Member of the Supervisory Board | 8.1yrs | €216.00k | geen gegevens | |
| Shareholder Representative Independent Head of the Supervisory Board | 3yrs | €106.00k | geen gegevens |
8.1yrs
Gemiddelde duur
65yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van DHL wordt beschouwd als ervaren (gemiddelde ambtstermijn 8.1 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/21 20:23 |
| Aandelenkoers aan het einde van de dag | 2026/05/21 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
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.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* 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.
| Analist | Instelling |
|---|---|
| Arancha Piñeiro | Banco de Sabadell. S.A. |
| Susanna Invernizzi | Barclays |
| Marco Limite | Barclays |