Österreichische Post AG

WBAG:POST Stock Report

Market Cap: €2.1b

Österreichische Post Past Earnings Performance

Past criteria checks 1/6

Österreichische Post's earnings have been declining at an average annual rate of -2.6%, while the Logistics industry saw earnings growing at 8.5% annually. Revenues have been growing at an average rate of 6.1% per year. Österreichische Post's return on equity is 15.2%, and it has net margins of 3.6%.

Key information

-2.56%

Earnings growth rate

-2.56%

EPS growth rate

Logistics Industry Growth20.75%
Revenue growth rate6.08%
Return on equity15.19%
Net Margin3.56%
Next Earnings Update07 Aug 2026

Recent past performance updates

Analysis Article Aug 16

Österreichische Post's (VIE:POST) Weak Earnings May Only Reveal A Part Of The Whole Picture

WBAG:POST 1 Year Share Price vs Fair Value Explore Österreichische Post's Fair Values from the Community and select...

Recent updates

Narrative Update Jun 15

POST: Future Cash Flows And Parcels Execution Will Support Fair Value

Analysts have nudged their fair value estimate for Österreichische Post to €38.00 from €36.00, reflecting updated assumptions on discount rate, revenue growth, profit margin and future P/E, even as some recent research has turned more cautious on the stock. Analyst Commentary Recent street research on postal and logistics stocks has been mixed, with some caution around traditional mail volumes and broader macro risks.
Narrative Update Jun 01

POST: Higher Discount Rates And Sector Caution Will Shape Near Term Performance

The analyst price target for Österreichische Post has been trimmed slightly to €32.03 from €32.28, as analysts factor in updated assumptions for discount rates, revenue growth, profit margins, and a modestly lower future P/E multiple. Analyst Commentary Recent Street research around postal and logistics stocks has included one explicit downgrade for Österreichische Post alongside several price target cuts for peers, pointing to a more cautious tone on the sector.
Narrative Update May 14

POST: Lower Future P E Expectations Will Constrain Share Price Upside

Analysts have reduced their price targets on Österreichische Post by several euros, citing a lower assumed discount rate, adjusted P/E expectations, and slightly revised revenue growth and profit margin inputs in their valuation work. Analyst Commentary Recent research on Österreichische Post has highlighted a clear tilt toward caution, with several bearish analysts pointing to valuation risks and uncertainties around execution and growth.
Narrative Update Apr 29

POST: Higher Risk Premium And Muted Revenue Outlook Will Restrain Future Upside

Analysts have trimmed their price target on Österreichische Post to €26.10, reflecting updated expectations for more muted revenue growth, a slightly higher discount rate, and a modestly higher assumed future P/E multiple. Analyst Commentary Recent Street research on postal and delivery names has included one bearish move specifically targeting Österreichische Post, alongside a series of price target reductions on a different listed company, Post Holdings.
Narrative Update Apr 14

POST: Higher P E Expectations And Execution Risks Will Shape Near Term Performance

The updated analyst price target for Österreichische Post has shifted from €29.20 to about €32.28, reflecting analysts' use of a higher projected P/E ratio and adjusted assumptions on discount rate, revenue growth and profit margins. Analyst Commentary Street research on Österreichische Post is more cautious at the moment, with at least one firm assigning a more negative stance to the shares.
Narrative Update Mar 31

POST: Lower Future P/E Assumptions Will Limit Upside For Shares

Analysts have adjusted their price target for Österreichische Post to €26.10 from €25.60. They cited updated assumptions for revenue growth, profit margins, and a lower future P/E multiple.
Narrative Update Mar 17

POST: Stable Cash Flows And Discount Rate Assumptions Will Support Fair Value

Analysts have kept their €36.00 price target for Österreichische Post unchanged, citing updated assumptions around the discount rate, revenue growth, profit margin, and future P/E that still support this fair value level. Analyst Commentary Recent Street research on related postal and logistics names highlights how bullish analysts are prepared to adjust price targets when they see better risk reward based on updated assumptions.
Narrative Update Mar 03

POST: Stable Earnings Framework And Cash Flows Will Support Fair Value

Analysts have kept their €36.0 price target for Österreichische Post broadly steady, citing updated assumptions for discount rates, modest revenue growth and profit margins, and a largely unchanged future P/E outlook. Analyst Commentary Recent Street research around the broader postal and logistics peer group points to a generally constructive stance on companies with resilient cash generation and clear earnings frameworks.
Narrative Update Feb 17

POST: Higher Required Returns And Softer Margins Will Restrain Future Share Performance

Analysts have adjusted their price target on Österreichische Post to €25.60. This reflects updated views on discount rate, revenue growth, profit margin, and future P/E assumptions.
Narrative Update Feb 03

POST: Stable Guidance And M&A Optionality Will Shape Fair Value Outlook

Analysts have lifted their fair value estimate for Österreichische Post from €31.00 to €36.00, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples. These changes echo broader Street thinking, where stabilizing trends and M&A potential in related names help frame upside scenarios.
Narrative Update Jan 20

POST: Stable Revenue Outlook And Earnings Guidance Will Shape Fair Value

Analysts have reduced their fair value estimate for Österreichische Post to €31.00 from €33.70. This reflects updated views on discount rates, revenue growth, margins and future P/E assumptions, in line with recent Street moves where targets were adjusted while still citing company specific strengths and risks.
Analysis Article Jan 06

Here's Why Österreichische Post (VIE:POST) Has A Meaningful Debt Burden

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Narrative Update Jan 06

POST: Soft Consumption Trends Will Constrain Parcel Earnings Momentum And Pressure Shares

Narrative Update: Österreichische Post Analysts have kept their fair value estimate for Österreichische Post steady at €25.60, with only marginal tweaks to underlying assumptions such as revenue growth, profit margins and future P/E. This reflects a view that recent sector research on pricing power and earnings resilience in related consumer and logistics names still supports a similar valuation range.
Narrative Update Dec 14

POST: Slowing Parcel Demand Will Cap Earnings Momentum And Pressure Shares

Analysts have nudged their fair value estimate for Österreichische Post higher, from €25.00 to €25.60. This reflects slightly stronger expected revenue growth and profit margins, despite a modestly higher discount rate and only a small uplift in projected future valuation multiples.
Narrative Update Nov 28

POST: Revenue Stability And Consumption Trends Will Guide Near-Term Performance

Analysts have reduced their price target for Österreichische Post from €29.90 to €29.20. They cite slightly lower revenue growth expectations and a modest increase in the discount rate as key factors in the reassessment.
Narrative Update Nov 12

POST: Profit Margins And Discount Rate Will Shape Outlook Amid Economic Pressures

Analysts have reaffirmed their fair value estimate for Österreichische Post at €29.90. They maintain a stable outlook, as improvements in profit margin expectations were balanced by a slightly higher discount rate and steady revenue forecasts.
Analysis Article Oct 24

Österreichische Post AG's (VIE:POST) Price Is Out Of Tune With Earnings

There wouldn't be many who think Österreichische Post AG's ( VIE:POST ) price-to-earnings (or "P/E") ratio of 16.1x is...
Narrative Update Oct 24

Stable Fundamentals And Market Shifts Will Drive Future European Delivery Trends

Analysts have maintained their price target for Österreichische Post at €29.90. This reflects stability in the company's fair value assessment, as modest improvements in discount rate projections and revenue growth outlook offset minor changes in market expectations.
Analysis Article Aug 16

Österreichische Post's (VIE:POST) Weak Earnings May Only Reveal A Part Of The Whole Picture

WBAG:POST 1 Year Share Price vs Fair Value Explore Österreichische Post's Fair Values from the Community and select...
Analysis Article May 14

Earnings Not Telling The Story For Österreichische Post AG (VIE:POST)

There wouldn't be many who think Österreichische Post AG's ( VIE:POST ) price-to-earnings (or "P/E") ratio of 14.9x is...
User avatar
New Narrative Feb 09

Future Profitability Will Decline Due To Mail Business Downturn And Competitive Pressures

Structural decline in Mail business and increased competition in Parcel & Logistics pose risks to future revenue growth and net margins.
Analysis Article Dec 20

Österreichische Post (VIE:POST) Has A Somewhat Strained Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analysis Article Nov 13

Österreichische Post's (VIE:POST) Profits May Not Reveal Underlying Issues

The recent earnings posted by Österreichische Post AG ( VIE:POST ) were solid, but the stock didn't move as much as we...
Analysis Article Sep 19

Österreichische Post (VIE:POST) Might Be Having Difficulty Using Its Capital Effectively

What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
Analysis Article Aug 10

Österreichische Post AG Beat Revenue Forecasts By 8.6%: Here's What Analysts Are Forecasting Next

Österreichische Post AG ( VIE:POST ) just released its quarterly report and things are looking bullish. Results were...
Analysis Article Jul 24

Investor Optimism Abounds Österreichische Post AG (VIE:POST) But Growth Is Lacking

With a price-to-earnings (or "P/E") ratio of 14.8x Österreichische Post AG ( VIE:POST ) may be sending bearish signals...
Analysis Article May 31

Be Wary Of Österreichische Post (VIE:POST) And Its Returns On Capital

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analysis Article Apr 23

Österreichische Post (VIE:POST) Is Increasing Its Dividend To €1.78

Österreichische Post AG's ( VIE:POST ) dividend will be increasing from last year's payment of the same period to €1.78...
Analysis Article Apr 04

Österreichische Post (VIE:POST) Has Announced That It Will Be Increasing Its Dividend To €1.78

Österreichische Post AG's ( VIE:POST ) dividend will be increasing from last year's payment of the same period to €1.78...
Analysis Article Mar 21

We Think That There Are Some Issues For Österreichische Post (VIE:POST) Beyond Its Promising Earnings

The recent earnings posted by Österreichische Post AG ( VIE:POST ) were solid, but the stock didn't move as much as we...
Analysis Article Feb 10

A Look At The Fair Value Of Österreichische Post AG (VIE:POST)

Key Insights Using the Dividend Discount Model, Österreichische Post fair value estimate is €26.13 Current share price...
Analysis Article Jan 17

Österreichische Post AG's (VIE:POST) Share Price Not Quite Adding Up

With a price-to-earnings (or "P/E") ratio of 16.7x Österreichische Post AG ( VIE:POST ) may be sending very bearish...
Analysis Article Dec 21

Österreichische Post (VIE:POST) Takes On Some Risk With Its Use Of Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Analysis Article Aug 20

Österreichische Post (VIE:POST) Has A Somewhat Strained Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analysis Article Jun 20

Österreichische Post (VIE:POST) Might Be Having Difficulty Using Its Capital Effectively

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...
Analysis Article May 03

Österreichische Post (VIE:POST) Has A Pretty Healthy Balance Sheet

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Analysis Article Mar 09

Are Investors Undervaluing Österreichische Post AG (VIE:POST) By 32%?

Key Insights The projected fair value for Österreichische Post is €50.43 based on 2 Stage Free Cash Flow to Equity...
Analysis Article Jan 26

Investors Could Be Concerned With Österreichische Post's (VIE:POST) Returns On Capital

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
Analysis Article Dec 01

Are Investors Undervaluing Österreichische Post AG (VIE:POST) By 49%?

In this article we are going to estimate the intrinsic value of Österreichische Post AG ( VIE:POST ) by estimating the...
Analysis Article Nov 01

Is Österreichische Post (VIE:POST) Using Too Much Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

Revenue & Expenses Breakdown

How Österreichische Post makes and spends money. Based on latest reported earnings, on an LTM basis.


Earnings and Revenue History

WBAG:POST Revenue, expenses and earnings (EUR Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
31 Mar 263,063109430
31 Dec 253,056132430
30 Sep 253,107133450
30 Jun 253,115129450
31 Mar 253,137136450
31 Dec 243,132138450
30 Sep 243,015145420
30 Jun 242,967131420
31 Mar 242,841141420
31 Dec 232,747133420
30 Sep 232,679129430
30 Jun 232,598146430
31 Mar 232,588126430
31 Dec 222,525126430
30 Sep 222,506131440
30 Jun 222,474129440
31 Mar 222,479135440
31 Dec 212,525152440
30 Sep 212,538155390
30 Jun 212,483154390
31 Mar 212,346138390
31 Dec 202,202118390
30 Sep 202,081116370
30 Jun 202,046112370
31 Mar 202,056132370
31 Dec 192,046146370
30 Sep 192,027139670
30 Jun 192,007147670
31 Mar 191,983145670
31 Dec 181,981144670
30 Sep 181,954164670
30 Jun 181,944165670
31 Mar 181,944167670
31 Dec 171,942165670
30 Sep 171,927158740
30 Jun 171,915155740
31 Mar 171,929155740
31 Dec 162,033153740
30 Sep 162,167681000
30 Jun 162,299681000
31 Mar 162,396661000
31 Dec 152,403711000
30 Sep 152,379151970

Quality Earnings: POST has high quality earnings.

Growing Profit Margin: POST's current net profit margins (3.6%) are lower than last year (4.3%).


Free Cash Flow vs Earnings Analysis


Past Earnings Growth Analysis

Earnings Trend: POST's earnings have declined by 2.6% per year over the past 5 years.

Accelerating Growth: POST's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.

Earnings vs Industry: POST had negative earnings growth (-19.8%) over the past year, making it difficult to compare to the Logistics industry average (-5.7%).


Return on Equity

High ROE: POST's Return on Equity (15.2%) is considered low.


Return on Assets


Return on Capital Employed


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/01 08:40
End of Day Share Price 2026/07/01 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Österreichische Post AG is covered by 16 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Marco LimiteBarclays
William Fitzalan HowardBerenberg
Othmane BrichaBofA Global Research